BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations This document provides an overview of the business intelligence (BI) capabilities of Microsoft SharePoint, including the various Microsoft BI tools that can be used within SharePoint like PerformancePoint, Reporting Services, Excel Services, and Excel. It outlines the types of static and dynamic reports, charts, dashboards, and visualizations that

1. SharePoint & Business Intelligence:
Understanding the Microsoft BI
Portal Capabilities

2. About Perficient
Perficient is a leading information technology consulting firm serving clients
throughout North America.
We help clients implement business-driven technology solutions that integrate
business processes, improve worker productivity, increase customer loyalty and
create a more agile enterprise to better respond to new business opportunities.

3. Perficient Profile
 Founded in 1997
 Public, NASDAQ: PRFT
 2011 Revenue of $260 million
 Major market locations throughout North America
— Atlanta, Austin, Charlotte, Chicago, Cincinnati, Cleveland, Columbus,
Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Los Angeles,
Minneapolis, New Orleans, Philadelphia, San Francisco, San Jose,
Southern California, St. Louis and Toronto
 Global delivery centers in China, Europe and India
 2,000+ colleagues
 Dedicated solution practices
 87% repeat business rate
 Alliance partnerships with major technology vendors
 Multiple vendor/industry technology and growth awards
3

4. Our Solutions Expertise & Services
Business-Driven Solutions Perficient Services
• Enterprise Portals  End-to-End Solution Delivery
• SOA and Business Process Mgmt  IT Strategic Consulting
• Business Intelligence  IT Architecture Planning
• User-Centered Custom Applications  Business Process & Workflow Consulting
• Interactive Design  Usability and UI Consulting
• CRM Solutions  Custom Application Development
• Enterprise Performance Management  Offshore Development
• Customer Self-Service  Package Selection, Implementation and
• eCommerce & Product Information Management Integration
• Enterprise Content Management  Architecture & Application Migrations
• Enterprise Resource Planning  Education
• Management Consulting  Interactive Design
• Industry-Specific Solutions
• Mobile Technology
Perficient brings deep solutions expertise and offers a
• Security Assessments
complete set of flexible services to help clients implement
business-driven IT solutions

5. Our SharePoint Expertise is #1
SharePoint is HOT!
Perficient is one of the strongest, largest, most trusted SharePoint partners in the
United States.
 400+ professionals in the SharePoint practice area
 Leader in cloud-based SharePoint Online implementations
 500+ SharePoint projects
 One of 20 companies worldwide on Microsoft Partner Advisory Council for
SharePoint
 Hired by Microsoft to build SharePoint 2010 demo for Microsoft Technology
Centers (MTC)
 Early access to software and training via Product Group relationships
 Defined competencies in infrastructure, development, design, and strategy
 Strong partnerships with Nintex, NewsGator, AvePoint, Telligent, Metalogix, and
Yammer
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6. What Will We Cover
 Introductions
 Business Intelligence – What Are the Goals
 Assumptions for Today’s Webinar & Summary of the Problem Space
 BI Aspects of SharePoint & Complete Microsoft BI Offering
 SharePoint BI Chalk Talk: Users & Informational Needs
 SharePoint BI Chalk Talk: Which Technologies Best Service These Users & Needs
 Demonstrations
 How does Search fit in to BI
 Common BI Challenges
 Next Steps
6

7. Business Intelligence: What Are Some of the Common Goals
Today’s Primary Focus Area
Flexible Information Reliable Data Well Delivered
• Data is centralized and • Data warehouse • Business data pushed
clean becomes “single source to managers and execs
• Reporting is simple of the truth” through dashboards
against this source • Different reports and portals
• Business-facing query showing the same data • Timely and appropriate
tools allow users to will match reports are delivered
self-serve reporting • Users and managers to business users via
• Fast turnaround for can trust the numbers email subscriptions or
new report on-demand through
development when the portal
required • Business analysis
enabled through
analytical tools for
deeper custom analysis

8. Our Assumptions for Today’s Presentation
Getting the Right Information to the Right People is a Challenge
• You are attempting to get timely information in front of the right people.
• You understand that there are many formats that can be used to display
data.
• You want to understand more about how do to bring it all together.
You Have a Business Intelligence Foundation
• You understand the core aspects of BI and its business value. Today is not a
presentation or overview of all aspects of BI.
• You have data in a centralized reporting repository of some sort.
You Have or Are Considering SharePoint as a Platform
• SharePoint can be leveraged as a comprehensive information platform for
the enterprise, including BI, which is where we are focusing for today.
• Today’s topics apply to the SharePoint 2007 or 2010 platforms.
• Today is not a presentation or overview of the complete, end-to-end
SharePoint platform capability set.

9. Business Intelligence: Summary of the
Problem Space
9

10. Microsoft BI Tools We Will Be Focusing On Today
Excel Excel Services Reporting Services
Also:
Reporting Services
PerformancePoint • Enterprise Search
Report Builder
• FAST
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11. Microsoft BI Tools Not Covered In Depth Today
PowerPivot / PowerPivot Services
Access / Access Services
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12. What are the BI Aspects of SharePoint
Websites & Portals
 Intranet, Extranet, & Internet Sites
 Collaboration & Productivity Solutions
 On-premise, Cloud-based, & Hybrid Models
 Cross Browser, Offline, Mobile, MS Office Integration
Business Applications
Sites Social Networking
 Program & Project Management
 Custom Business Application  Communities, My Sites, Blogs & Wikis
Development  Tagging, Tag Clouds, Ratings, Activity
 Read / Write Integration w/ Line Feeds, Social Bookmarking
of Business (LOB) data Composites Communities
 Profiles & Expertise
 Visual Studio Support  Organizational Browsers
 Data Exposed Through Web
Services & APIs
Web & Enterprise Content
 Web Content Management
Insights Content  Enterprise
Document, Records, Audio/Video
Business Insight & Analysis Management
 Dashboards & Scorecards  Workflows & Routing, Metadata
Search
 BI Reports Taxonomies and Folksonomies
 Incorporation of LOB Data from  Document Imaging & Capture
Data Warehouse Enterprise Search
 Web Analytics  Search Structured & Unstructured Content
 PowerPivot, Excel Services, Visio
 Search Content w/in SharePoint, File
Services
Shares, Websites, Email Folders, Databases, LOB Systems
(FAST Search)

13. What is the Complete Microsoft BI Offering
DELIVERY
END USER TOOLS AND PERFORMANCE MANAGEMENT APPLICATIONS
Microsoft Office PerformancePoint Services for
(Excel, PowerPivot) SharePoint
BI PLATFORM (RDBMS, ETL, OLAP, Reporting)
Mainframe/
Departmental
Systems
13

14. A Few Terms We Will Use Today with Definitions
• “Fixed” displays
• Often have parameters or filters
Static: • Can support fixed “drill-down” to detailed data
• Usually created by a technical resource
• Malleable displays
• Provide a starting point for analysis
Dynamic: • Support “digging” into layers of data
• “Slice and Dice”
• Usually created by a technical resource
• Static or Dynamic
Ad-Hoc: • Created by business resources
• Created as needed
14

15. A Few Terms We Will Use Today with Definitions
• Key Performance Indicator
• A high-level metric (formula)
KPI: • Usually has a stoplight indicator or a gauge
• Includes a: 1) goal 2) status 3) trend 4) value
• Any grouping of related charts, graphs, grids, maps, or
other displays on a single surface
Dashboard: • Usually designed to provide “at a glance” awareness of the
status of some business process
• Can refer to any logical grouping of KPIs
• Derives from the “Balanced Scorecard” business
Scorecard: measurement concept
• Balanced scorecards organize KPIs among 4 perspectives:
Financial, Customer, Internal Processes, Resources
15

16. SharePoint BI Chalk Talk
Info Power Managers/ Business
Consumers Users Decision Makers Analysts
16

17. SharePoint BI Chalk Talk
Info Power Managers/ Business
Consumers Users Decision Makers Analysts
• Static Reports
• Static
Charts/Graphs
• Preconfigured
Spreadsheets
• KPIs
17

18. SharePoint BI Chalk Talk
Info Power Managers/ Business
Consumers Users Decision Makers Analysts
• Static Reports • Ad-hoc Reports
• Static • Ad-hoc
Charts/Graphs Charts/Graphs
• Preconfigured • Ad-hoc
Spreadsheets Spreadsheets
• KPIs
18

19. SharePoint BI Chalk Talk
Info Power Managers/ Business
Consumers Users Decision Makers Analysts
• Static Reports • Ad-hoc Reports
• Static • Ad-hoc
Charts/Graphs Charts/Graphs
• Preconfigured • Ad-hoc
Spreadsheets Spreadsheets
• KPIs
TACTICAL
19

20. SharePoint BI Chalk Talk
Info Power Managers/ Business
Consumers Users Decision Makers Analysts
• Static Reports • Ad-hoc Reports • Static Dashboards
• Static • Ad-hoc • Advanced
Charts/Graphs Charts/Graphs Visualizations
• Preconfigured • Ad-hoc • Scorecards
Spreadsheets Spreadsheets
• KPIs
TACTICAL
20

21. SharePoint BI Chalk Talk
Info Power Managers/ Business
Consumers Users Decision Makers Analysts
• Static Reports • Ad-hoc Reports • Static Dashboards • Dynamic
Dashboards
• Static • Ad-hoc • Advanced
Charts/Graphs Charts/Graphs Visualizations • Dynamic Reports
• Preconfigured • Ad-hoc • Scorecards • Dynamic
Spreadsheets Spreadsheets Charts/Graphs
• KPIs
TACTICAL
21

22. SharePoint BI Chalk Talk
Info Power Managers/ Business
Consumers Users Decision Makers Analysts
• Static Reports • Ad-hoc Reports • Static Dashboards • Dynamic
Dashboards
• Static • Ad-hoc • Advanced
Charts/Graphs Charts/Graphs Visualizations • Dynamic Reports
• Preconfigured • Ad-hoc • Scorecards • Dynamic
Spreadsheets Spreadsheets Charts/Graphs
• KPIs
TACTICAL STRATEGIC
22

23. SharePoint BI Chalk Talk
Info Power Managers/ Business
Consumers Users Decision Makers Analysts
• Static Reports • Ad-hoc Reports • Static Dashboards • Dynamic
Dashboards
• Static • Ad-hoc • Advanced
Charts/Graphs Charts/Graphs Visualizations • Dynamic Reports
• Preconfigured • Ad-hoc • Scorecards • Dynamic
Spreadsheets Spreadsheets Charts/Graphs
• KPIs
TACTICAL STRATEGIC
CLARITY
23

24. SharePoint BI Chalk Talk
SharePoint/Microsoft
BI Tools
PerformancePoint
Reporting Services
Excel Services
Excel
Report Builder
SharePoint BI Components
24

25. SharePoint BI Chalk Talk
SharePoint/Microsoft Information
BI Tools Applications
PerformancePoint Static Reports
Static Charts/Graphs
Reporting Services
Static Spreadsheets
Excel Services Static Dashboards
Excel Scorecards
Ad-hoc Reports
Report Builder
Ad-hoc Charts/Graphs
SharePoint BI Components Ad-hoc Spreadsheets
Dynamic Reports
Dynamic Charts/Graphs
Dynamic Dashboards/Advanced
Visualizations
25

26. SharePoint BI Chalk Talk
SharePoint/Microsoft Information
BI Tools Applications
PerformancePoint STATIC REPORTS
Static Charts/Graphs
Reporting Services
Static Spreadsheets
Excel Services Static Dashboards
Excel Scorecards
Ad-hoc Reports
Report Builder
Ad-hoc Charts/Graphs
SharePoint BI Components Ad-hoc Spreadsheets
Dynamic Reports
Dynamic Charts/Graphs
Dynamic Dashboards/Advanced
Visualizations
26

27. SharePoint BI Chalk Talk
SharePoint/Microsoft Information
BI Tools Applications
PerformancePoint Static Reports
STATIC CHARTS/GRAPHS
Reporting Services
Static Spreadsheets
Excel Services Static Dashboards
Excel Scorecards
Ad-hoc Reports
Report Builder
Ad-hoc Charts/Graphs
SharePoint BI Components Ad-hoc Spreadsheets
Dynamic Reports
Dynamic Charts/Graphs
Dynamic Dashboards/Advanced
Visualizations
27

28. SharePoint BI Chalk Talk
SharePoint/Microsoft Information
BI Tools Applications
PerformancePoint Static Reports
Static Charts/Graphs
Reporting Services
STATIC SPREADSHEETS
Excel Services Static Dashboards
Excel Scorecards
Ad-hoc Reports
Report Builder
Ad-hoc Charts/Graphs
SharePoint BI Components Ad-hoc Spreadsheets
Dynamic Reports
Dynamic Charts/Graphs
Dynamic Dashboards/Advanced
Visualizations
28

29. SharePoint BI Chalk Talk
SharePoint/Microsoft Information
BI Tools Applications
PerformancePoint Static Reports
Static Charts/Graphs
Reporting Services
Static Spreadsheets
Excel Services STATIC DASHBOARDS
Excel Scorecards
Ad-hoc Reports
Report Builder
Ad-hoc Charts/Graphs
SharePoint BI Components Ad-hoc Spreadsheets
Dynamic Reports
Dynamic Charts/Graphs
Dynamic Dashboards/Advanced
Visualizations
29

30. SharePoint BI Chalk Talk
SharePoint/Microsoft Information
BI Tools Applications
PerformancePoint Static Reports
Static Charts/Graphs
Reporting Services
Static Spreadsheets
Excel Services Static Dashboards
Excel SCORECARDS
Ad-hoc Reports
Report Builder
Ad-hoc Charts/Graphs
SharePoint BI Components Ad-hoc Spreadsheets
Dynamic Reports
Dynamic Charts/Graphs
Dynamic Dashboards/Advanced
Visualizations
30

31. SharePoint BI Chalk Talk
SharePoint/Microsoft Information
BI Tools Applications
PerformancePoint Static Reports
Static Charts/Graphs
Reporting Services
Static Spreadsheets
Excel Services Static Dashboards
Excel Scorecards
AD-HOC REPORTS
Report Builder
Ad-hoc Charts/Graphs
SharePoint BI Components Ad-hoc Spreadsheets
Dynamic Reports
Dynamic Charts/Graphs
Dynamic Dashboards/Advanced
Visualizations
31

32. SharePoint BI Chalk Talk
SharePoint/Microsoft Information
BI Tools Applications
PerformancePoint Static Reports
Static Charts/Graphs
Reporting Services
Static Spreadsheets
Excel Services Static Dashboards
Excel Scorecards
Ad-hoc Reports
Report Builder
AD-HOC CHARTS/GRAPHS
SharePoint BI Components Ad-hoc Spreadsheets
Dynamic Reports
Dynamic Charts/Graphs
Dynamic Dashboards/Advanced
Visualizations
32

33. SharePoint BI Chalk Talk
SharePoint/Microsoft Information
BI Tools Applications
PerformancePoint Static Reports
Static Charts/Graphs
Reporting Services
Static Spreadsheets
Excel Services Static Dashboards
Excel Scorecards
Ad-hoc Reports
Report Builder
Ad-hoc Charts/Graphs
SharePoint BI Components AD-HOC SPREADSHEETS
Dynamic Reports
Dynamic Charts/Graphs
Dynamic Dashboards/Advanced
Visualizations
33

34. SharePoint BI Chalk Talk
SharePoint/Microsoft Information
BI Tools Applications
PerformancePoint Static Reports
Static Charts/Graphs
Reporting Services
Static Spreadsheets
Excel Services Static Dashboards
Excel Scorecards
Ad-hoc Reports
Report Builder
Ad-hoc Charts/Graphs
SharePoint BI Components Ad-hoc Spreadsheets
DYNAMIC REPORTS
Dynamic Charts/Graphs
Dynamic Dashboards/Advanced
Visualizations
34

35. SharePoint BI Chalk Talk
SharePoint/Microsoft Information
BI Tools Applications
PerformancePoint Static Reports
Static Charts/Graphs
Reporting Services
Static Spreadsheets
Excel Services Static Dashboards
Excel Scorecards
Ad-hoc Reports
Report Builder
Ad-hoc Charts/Graphs
SharePoint BI Components Ad-hoc Spreadsheets
Dynamic Reports
DYNAMIC CHARTS/GRAPHS
Dynamic Dashboards/Advanced
Visualizations
35

36. SharePoint BI Chalk Talk
SharePoint/Microsoft Information
BI Tools Applications
PerformancePoint Static Reports
Static Charts/Graphs
Reporting Services
Static Spreadsheets
Excel Services Static Dashboards
Excel Scorecards
Ad-hoc Reports
Report Builder
Ad-hoc Charts/Graphs
SharePoint BI Components Ad-hoc Spreadsheets
Dynamic Reports
Dynamic Charts/Graphs
DYNAMIC
DASHBOARDS/ADVANCED
VISUALIZATIONS
36

37. How MSFT Technology Aligns to Support the BI
Problem Space
37

38. Demo
Microsoft BI Tools:
• PerformancePoint Services
• Reporting Services
• Excel & Excel Services
• Report Builder
• SharePoint BI Components
38

39. Search and BI
How does Search fit in to BI?
 Q: What is being indexed? For what are we searching? A: “BI artifacts,” not “BI data.”
 “BI artifacts” refers to documents, web pages, and web parts stored by or visible to
SharePoint:
 reports, dashboards, KPIs, spreadsheets (Excel Services), databases (Access
Services), data visualization diagrams (Visio Services), plus non-Microsoft dashboards
and reports
 Once BI artifacts have been published in SharePoint, e.g. in a Report Center library, they
can be indexed by the SharePoint search engine and made available in search results
 Two kinds of search opportunities:
 Pull – users find BI artifacts when they are actively looking for them
 Push – the SharePoint application suggests or dynamically exposes BI artifacts
*BI artifacts published purely as web parts exposed in the Web Part Gallery appear to be a bit less search friendly, but there
are techniques for adding search accessibility to web parts.
39

40. Search and BI
“Pull” Style Search “Push” Style Search
• Extend content types with • 3 API options for .NET code:
metadata properties to Keyword Syntax (SP +
classify and sort BI artifacts FAST), SQL (SP only), FQL
• Metadata exposed as (FAST only)
managed properties can be • Federated Search Object
used in queries and as facets Model Supports integrating
in search results results from multiple search
• Use custom search providers
forms, audience • Surface search results
targeting, and search scopes dynamically into the
to optimize results UI, targeted for the user
40

41. SharePoint Search Technology
 All editions of SharePoint 2010 include a powerful, configurable, and
programmable search engine.
 Certain advanced features, like search result facets derived from metadata
properties, require the Enterprise edition.
 Microsoft also offers the FAST search product as a SharePoint 2010 add-
on, which adds an even more powerful search engine.
 FAST search is not required to achieve any of the benefits described on the
previous slides related to BI artifacts.
 What FAST search adds is the opportunity for a different kind of “business
intelligence,” where useful information is derived from mountains of
unstructured text instead of being derived from structured data that is
primarily numeric in nature.
41

42. BI: What Are Some of the Challenges?
Information
Data Centralization Driving Change
Distribution
• Data from must be • Most BI tools like • While more
cleaned & to use Active efficient, BI
conformed Directory presents a change
• Some data must be authentication in the way people
refreshed often in • A good system work
the data must be designed • Plain numbers can
warehouse to meet future paint a painfully
• History needs to business true picture
be captured and requirements
stored, even when
erased from source
systems
42

43. Contact Us
Thank You!
Follow us on our Microsoft blog:
blogs.perficient.com/microsoft
Or on Twitter:
@Perficient_MSFT
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