Chris McNulty's September 2011 Presentation at the Princeton (NJ) SPUG

1. See Beyond the Numbers:Data Visualization in SharePoint 2010 Princeton NJ SharePoint User Group September 2011Chris McNulty

3. Working with SharePoint technologies since 2000/2001

4. 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)

5. MBA in Investment Management from Boston College Carroll School of Management

6. Write and speak often on Microsoft IW technologies (blogs & books)

7. Microsoft MCSE/MCTS/MSA/MVTSP

8. Hiking, cooking, playing guitar, colonial history, photography

10. But I’m from here…

12. Goals, Terms & Surrounding Technology Complexity Levels of These Solutions Technology Overview and Demos Simple List and Chart Excel Services Power Pivot Pivot BCS & SQL Server Reporting Services (SSRS) Performance Point 2010 Mapping Summary Resources Question and Answer Period Contact Information Agenda

13. Microsoft SharePoint Server 2010 … the bright frontier Eastern Long Island, July 4, 2010

14. Goals for BI Design Answering the known questions about our business Allowing users to self-discover patterns and answers to questions we haven’t yet been asked

15. The carousel paradox…

16. BCS – Business Connectivity Services SSRS – SQL Server Reporting Services Cube – a prebuilt matrix of data aggregations, hosted in SQL Server Analysis Services Windows Azure DataMarket (fka Project Dallas) – Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com) Pivot - Interaction model that accommodates the complexity and scale of a massive collection of information Terms

17. Complexity Levels of These Solutions Cost Time

18. SharePoint BI Evolution

19. Native to SharePoint (Web Part) Code-free solution – uses web part and native lists Data sources Other Lists (Site Collection) BCS/Business Data Catalog Excel Services Standard Types Bar, Area, Line, Bubble, Financial, Pie, Radar, Polar, Gantt, Range, Error Bar, Box Plot, Funnel, Pyramid Typical use - quick visualization of SharePoint data Quick tip – use the wizard SharePoint Charting

20. DEMO – Chart Web Part

21. World’s #1 BI tool Render data, charts, interface using native Excel components (e.g. Slicers) without Excel 2010 on all clients Data stored in Excel; SharePoint hosts a presentation layer using Excel Services Native SharePoint Status Indicators (KPIs) Can also work with lists Use when users are skilled in Excel modeling and charting and data lives in spreadsheets Excel Services

22. “Project Gemini” – host 1-10MM row datasets Excel and SharePoint components Data doesn’t live in spreadsheet Released with SQL Server 2008 R2 but doesn’t explicitly require the R2 Engine PowerPivot

23. Like Excel Web Access except underlying data can be sourced from: SQL, Analysis Services Cube, SSRS Report Access Power Pivot/Excel Data Feeds (XML, Atom, Azure, WCF OData, Dallas) Oracle, Teradata, Sybase, DB2 ODBC Text files Excel optimized to handle data management and memory cache locally SharePoint builds cache and optimizes for server web access Use when Excel modeling skills are high but data is too large or too heterogeneous to keep in multiple Excel spreadsheets Quick tip: www.powerpivotgeeks.net PowerPivot

24. DEMO - PowerPivot

25. “Interact with massive amounts of data in ways that are powerful, informative, and fun” Interaction model that accommodates the complexity and scale of information rather than the traditional structure of the Web Create a “collection”- underlying schema is CXML or Collection XML. View in SharePoint via Silverlight viewer Complexity: Excel tool available Tip: http://getpivot.com Pivot

26. DEMO - Pivot

27. Read write access to external data sources in SP2010 (aka Business Data Connectivity) Pull data into SharePoint Push data into external sources Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas) Configured in SharePoint Designer 2010 Republish data to consuming applications (e.g. Outlook 2010) Use when key data lives outside SharePoint direct control – e.g. accounting systems Quick tip: Secure Store Service is needed Business Connectivity Services

28. “Code free” integrated solution (with SQL 2008 R2) (can also use Business Intelligence Developer Studio) SharePoint integrated mode preferred Export contents to Excel, Word, etc. Reuse in SharePoint and Performance Point Dashboards Use when some reports are printed, multipage, etc. SQL Server Reporting Services (SSRS)

29. Formerly Project Dallas Azure-based public data subscriptions Addressed through OData/XML Query/view download Samples available now at http://www.sqlazureservices.com TIP: Sample data sets are limited in CTP Windows Azure DataMarket

30. Dashboard Designer (browser downloadable) Integrates Excel Services, SSRS, and Performance Point Elements Sophisticated self service modeling via Decomposition Tree Ideal for SSAS but also work with standard data sources (lists, SQL) Requires true SQL development to build and maintain SSAS cubes for KPIs and scorecards Use when data structures are stable and modeling skills are at least moderate (dimensions, facts) Quick tip: don’t fear SSAS! If you have Project Server you already have cubes PerformancePoint 2010

31. Sophisticated self service modeling Decomposition Tree Ideal for SSAS but also work with standard data sources (lists, SQL) Requires true SQL development to build and maintain SSAS cubes for KPIs and scorecards Use when data structures are stable and modeling skills are at least moderate (dimensions, facts) Quick tip: don’t fear SSAS! If you have Project Server you already have cubes PerformancePoint 2010

32. DEMO – PerformancePoint

33. IDC reports that nearly 80% of business data has a location component Make business tools as engaging as what’s on the web Use cases: Customer base / trade areas Routing and shipping Targeted marketing Supply chain & disruption resolution Custom Web Part or Self Service SSRS Mapping

34. Mapping

37. Engineering

38. Summary

39. 2010 BI Solutions in SharePoint Large Datasets Visual Navigation Pivot PowerPivot PerformancePoint Mapping SharePoint list KPI / Status Indicator SQL Reporting Services Chart Web Part Excel Services Printing or exporting Small Datasets

40. From Microsoft: Business Intelligence: http://www.microsoft.com/bi/ SharePoint 2010 site: http://sharepoint.microsoft.com SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx BI Blog: http://blogs.msdn.com/b/bi/ From KMA (www.kma-llc.net) Monthly webinars on SharePoint 2010 (EPM, upgrades, etc.) White papers, blogs, presentations, news, and events Resources - General

41. Bing Developer Center & Bing Maps Customer Gallery: http://www.microsoft.com/maps/developers/ Bing Maps Blog: http://www.bing.com/community/blogs/maps/ GIM International – online magazine of geomatics: http://www.gim-international.com/index.php Resources: Mapping

42. Microsoft Live Labs Pivot site http://www.microsoft.com/silverlight/pivotviewer/ Viewer control for Silverlight: http://www.silverlight.net/learn/pivotviewer/ Pivot Collection Gallery: http://www.getpivot.com/collections/ Resources: Pivot

44. Evaluations

45. Contact Me