This document provides a summary of a presentation on business intelligence tools in SharePoint 2010. It discusses dashboards and scorecards as elements of business intelligence. It then summarizes the key features and capabilities of Excel Services, PowerPivot, Visio Services, PerformancePoint Services, and Reporting Services in SharePoint 2010 for interactive data visualization and analysis. The document encourages attendees to network at an event later in the day.

1. Welcome to the First Annual SharePoint Sacramento!!

2. Creating Business Intelligence with SharePoint 2010 Demo + Code http://bit.ly/kOqLnv Ivan Sanders SharePoint MVP Developer, Evangelist ivan@dimension-si.com http://twitter.com/@iasanders

3. Agenda Who Am I Business Intelligence (BI) Primer BI Tools in SharePoint 2010 Excel Services Visio Services PerformancePoint Services Reporting Services

5. Business Intelligence (BI) Primer

6. What are Dashboards? EmpowerYour Users Visual displays of information needed to achieve one or more objectives* Single-Screen display of information Should answer fundamental questions Alert the user to issues or problems Operational, Performance, Personal

7. What are Scorecards? EmpowerYour Users Elements of a dashboard Align strategies and organizational goals Measure and manage Key Performance Indicators (KPI) Modeled after the business, not the data

8. Microsoft SharePoint 2010 The business collaboration platform for the enterprise and the web

9. Excel Services & PowerPivot

10. What is Excel Services? Real-time, interactive, end-user BI reporting tool Displays all or targeted elements of Excel workbooks through the browser Extends Excel capabilities such as external data connectivity and Excel based modeling to the browser Application Development platform for building data-centric applications Automate workbooks via Web Services API Provide highly interactive application Easily distribute Excel content via REST

11. What is PowerPivot Technology “PowerPivoting” Massive Data Volumes With a few mouse clicks, a user can create and publish intuitive and interactive self-service analysis solutions. PowerPivot for Excel PowerPivot for SharePoint

12. EmpowerYour Users Interactive Slicing and Dicing Excel 2010 and Excel Services Interactive slicers enable users to look at the data from various directions in Excel 2010 and in the browser through PowerPivot for SharePoint and Excel Services.

13. Visio services

14. Visio Services Key Features

15. Visio Services features Rendering Browser-agnostic Full Fidelity rendering using Down-level experience in PNG Visual Refresh of Data Diagrams Refresh data connected diagrams to: Supports Kerberos, SSO & Unattended Auth. Automatic refresh OLEDB ODBC SP Lists SQL Excel

17. Diagrams viewable in the browser

18. Diagrams created once only

19. Diagrams containing data graphics are refreshable

20. Diagrams give data context and improve insights into the state of a systemData Source

21. PerformancePoint Services

22. PerformancePoint Services EmpowerYour Users Context-driven dashboards across systems Provides transparency and accountability Interactive access using browser Can be created/updated by power-users/professionals

23. Designing PPS Applications EmpowerYour Users Dashboard designer used to create content ClickOnce application launched from browser Manages content directly in SharePoint Lists for content, data sources, dashboards

24. Visual Data Exploration Decomposition trees allow data exploration New in SharePoint 2010 Available by right clicking data in browser Analyze -> Decomposition Tree Allows filteringxpanding across dimensions Allows faster and more relevant visualization of data

25. ReportingServices

26. EmpowerYour Users Report Authoring and Publishing Intuitive Authoring Report Sharing Reuse of Subcomponents Accelerate report creation by leveraging existing content objects, such as Queries, Tables, Charts, Maps, Gauges, Logos Significantly decrease report creation time Increase end user adoption Seamless Publishing via SharePoint Easily publish predefined queries, reports and charts independently of IT Sync updates with published content objectsTake advantage of SharePoint-integrated mode Reuse predefined queries, data and report subcomponentsUse reports as data sources for desktop analytics

27. EmpowerYour Users Providing Rich Visualizations Rich Visualization of Geospatial Data Get more value out of BI by “mashing up” business information with geographic representation. Geospatial visualizations in Report Builder 3.0: Mapping, Routing, Custom Shapes, … Support for SQL Spatial Integration with Bing Maps Excel Services & PowerPivot

28. Excel Services & PowerPivot Visio Services PerformancePoint Reporting Services demo

29. Summary EmpowerYour Users Common Issues Codeplex Business Intelligence (BI) Primer BI Tools in SharePoint 2010 Excel Services PowerPivot Visio Services PerformancePoint Services Reporting Services Putting it all Together with Dashboards

31. Who can you trust?? Maurice Prather http://www.bluedoglimited.com/default.aspx Andrew Connell http://www.andrewconnell.com/blog Spence Harbarhttp://www.harbar.net Heather Solomon http://www.heathersolomon.com/blog Todd Klindthttp://www.toddklindt.com/default.aspx Todd Baginskihttp://www.toddbaginski.com/blog Todd Bleeker http://bit.ly/edlSm5Jan Tielenshttp://weblogs.asp.net/jan Patrick Tisseghemhttp://www.u2u.info/Blogs/Patrick/default.aspx WictorWilenhttp://www.wictorwilen.se Ted Patissonhttp://blog.tedpattison.net/default.aspx Lars Fastruphttp://www.fastrup.net CarstenKeutmannhttp://keutmann.blogspot.com Keith Richie http://blog.krichie.com Bill Baer http://blogs.technet.com/b/wbaer Sahil Malikhttp://blah.winsmarts.com BilSimserhttp://weblogs.asp.net/bsimser

32. Codeplex – with Source Code http://cksdev.codeplex.com http://startermasterpages.codeplex.com http://spm.codeplex.com http://autospinstaller.codeplex.com http://spsf.codeplex.com http://ssisctc.codeplex.com http://mediabi.codeplex.com http://spviewpermission.codeplex.com http://bidshelper.codeplex.com http://almspecialisttoolkit.codeplex.com http://msftdbprodsamples.codeplex.com

33. SharePoint 2010 Guidance

34. CKS DEV VSIX Extensions 20

35. SPSF – SharePoint Software Factory

36. Don’t Forget SharePint!! Sponsored By….. Join us at 6:00 pm at BJs Brewhousefor a free drink, kindly provided by Rackspace! A great opportunity to network with other SharePoint Professionals! Don’t forget to fill out your bingo cards and surveys to be eligible for GREAT end of day raffles!

37. Thanks to Our Sponsors