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SharePoint Virtual Series:
Business Intelligence in SharePoint
Quick Facts



About Us           Approach          Partnerships
• 22nd Year        • Vendor          •   Microsoft Gold
• Grand Rapids &     Independent     •   VMware Enterprise
  Royal Oak        • Non-reseller    •   Citrix Silver
• 30 Staff         • Professional    •   Cisco Registered
                     Services Only   •   Novell Gold
Microsoft Gold Partner


Competencies       Successes               Pinpoint
• Four Gold        • Customer Excellence   • Microsoft’s official
• Eight Silver       Award                   partner directory
                   • Virtual Technical     • 5-star rating
                     Specialist (VTSP)
                   • Managed Partner
                   • Numerous Partner
                     Awards
Expertise
Get Social with C/D/H

C/D/H Talks Tech     C/D/H Tweets Tech
Your Presenter


Amy Moore
Consultant
MBA, MCDBA, MCTS

AmyM@cdh.com
Agenda

•   Microsoft Business Intelligence
•   Excel Services
•   Performance Point
•   SQL Server Reporting Services
•   Power Pivot
•   Power View
Microsoft BI Stack

• SQL Server 2012
• Office 2010
• SharePoint Server
  2010
Microsoft Business Intelligence
Microsoft Business Intelligence

“Microsoft may only offer around 80% of advanced
BI functionality as compared with other leading
vendors, but what it lacks in features it more than
makes up for in cost/benefits ratios.” - Forrester
Wave Self Service BI Platforms 2012
Excel Services - Overview

• Share, secure, manage workbooks on the
  web
• Web services, web parts, web access,
  calculation services
• Calculate on the server, run in the browser
• Version control, check-in/check-out, etc.
Excel Services - Example
Excel Services - Example
Excel Services - Usage

•   Spreadsheets
•   Reports
•   Charts
•   Dashboards
•   Connect to external data
•   Share and control on SharePoint
Excel Services - Requirements

• SharePoint 2010 Enterprise Edition
• Excel Services Service Application
• Secure Store Service Application
Performance Point - Overview

• Create dashboards and scorecards and
  publish to SharePoint
• Dashboard designer
• Decomposition tree, web parts, KPIs
Performance Point - Example
Performance Point -
               Requirements
•   SharePoint 2010 Enterprise Edition
•   Performance Point Service Application
•   Excel Services Service Application
•   Secure Store Service Application
SQL Server Reporting Services
           – Overview
• Report writer for the web
• SharePoint integrated mode
  – Reports managed in SharePoint report
    libraries
  – Storage and organization within SharePoint
    using libraries, folders, views, etc.
  – Security
  – Report builder built-in
SQL Server Reporting Services -
              Usage
• Need traditional report builder - static (not
  interactive)
• Need reports formatted to print, export,
  etc.
SQL Server Reporting Services -
          Requirements
• SQL Server 2008 R2 Feature
• SharePoint add-in for Reporting Services
• SQL 2012 – SSRS Service application
Power Pivot - Overview

• Load very large data sets into Excel using
  in-memory technology
• Quickly model and process very large data
  sets
• Create pivot table and filter, slice and dice,
  drill down/up, etc….and fast!
Power Pivot - Usage

• Built for Excel power-user, meant for quick
  “trial and error” reporting
• Example: Connect to data warehouse, link
  with other data sources, mash it up into a
  pivot table, explore
Power Pivot - Examples
Power Pivot - Gallery
Power Pivot - Requirements

• SQL Server Enterprise Edition
• Excel Add-in for Power Pivot
• SharePoint 2010 Enterprise Edition
Power View - Overview

• Thin web client (Silverlight) runs in the
  browser
• Extension of Power Pivot
• Creates interactive "slides" or "views"
• Design tool to add visualizations to the
  view/report
• Visualizations: Slicers, navigation controls,
  charts, cards and tiles
Power View - Example
Power View - Demo

• More interactive, dynamic, ad hoc

Demo:
https://businessintelligencedemoportal.com/s
ites/contosoenergy/SitePages/pvrsample.as
px
Power View - Requirements

• Enterprise or BI Editions of SQL 2012
• Reporting services in SharePoint
  integrated mode
• SharePoint 2010 Enterprise
• Silverlight, IE8+
Thank You

Royal Oak                   Grand Rapids
306 S. Washington Ave.      15 Ionia SW
Suite 212                   Suite 270
Royal Oak, MI 48067         Grand Rapids, MI 49503
(248) 546-1800              (616) 776-1600




                 www.cdh.com

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Business Intelligence in SharePoint

  • 1. SharePoint Virtual Series: Business Intelligence in SharePoint
  • 2. Quick Facts About Us Approach Partnerships • 22nd Year • Vendor • Microsoft Gold • Grand Rapids & Independent • VMware Enterprise Royal Oak • Non-reseller • Citrix Silver • 30 Staff • Professional • Cisco Registered Services Only • Novell Gold
  • 3. Microsoft Gold Partner Competencies Successes Pinpoint • Four Gold • Customer Excellence • Microsoft’s official • Eight Silver Award partner directory • Virtual Technical • 5-star rating Specialist (VTSP) • Managed Partner • Numerous Partner Awards
  • 5. Get Social with C/D/H C/D/H Talks Tech C/D/H Tweets Tech
  • 6. Your Presenter Amy Moore Consultant MBA, MCDBA, MCTS AmyM@cdh.com
  • 7. Agenda • Microsoft Business Intelligence • Excel Services • Performance Point • SQL Server Reporting Services • Power Pivot • Power View
  • 8. Microsoft BI Stack • SQL Server 2012 • Office 2010 • SharePoint Server 2010
  • 10. Microsoft Business Intelligence “Microsoft may only offer around 80% of advanced BI functionality as compared with other leading vendors, but what it lacks in features it more than makes up for in cost/benefits ratios.” - Forrester Wave Self Service BI Platforms 2012
  • 11. Excel Services - Overview • Share, secure, manage workbooks on the web • Web services, web parts, web access, calculation services • Calculate on the server, run in the browser • Version control, check-in/check-out, etc.
  • 12. Excel Services - Example
  • 13. Excel Services - Example
  • 14. Excel Services - Usage • Spreadsheets • Reports • Charts • Dashboards • Connect to external data • Share and control on SharePoint
  • 15. Excel Services - Requirements • SharePoint 2010 Enterprise Edition • Excel Services Service Application • Secure Store Service Application
  • 16. Performance Point - Overview • Create dashboards and scorecards and publish to SharePoint • Dashboard designer • Decomposition tree, web parts, KPIs
  • 18. Performance Point - Requirements • SharePoint 2010 Enterprise Edition • Performance Point Service Application • Excel Services Service Application • Secure Store Service Application
  • 19. SQL Server Reporting Services – Overview • Report writer for the web • SharePoint integrated mode – Reports managed in SharePoint report libraries – Storage and organization within SharePoint using libraries, folders, views, etc. – Security – Report builder built-in
  • 20. SQL Server Reporting Services - Usage • Need traditional report builder - static (not interactive) • Need reports formatted to print, export, etc.
  • 21. SQL Server Reporting Services - Requirements • SQL Server 2008 R2 Feature • SharePoint add-in for Reporting Services • SQL 2012 – SSRS Service application
  • 22. Power Pivot - Overview • Load very large data sets into Excel using in-memory technology • Quickly model and process very large data sets • Create pivot table and filter, slice and dice, drill down/up, etc….and fast!
  • 23. Power Pivot - Usage • Built for Excel power-user, meant for quick “trial and error” reporting • Example: Connect to data warehouse, link with other data sources, mash it up into a pivot table, explore
  • 24. Power Pivot - Examples
  • 25. Power Pivot - Gallery
  • 26. Power Pivot - Requirements • SQL Server Enterprise Edition • Excel Add-in for Power Pivot • SharePoint 2010 Enterprise Edition
  • 27. Power View - Overview • Thin web client (Silverlight) runs in the browser • Extension of Power Pivot • Creates interactive "slides" or "views" • Design tool to add visualizations to the view/report • Visualizations: Slicers, navigation controls, charts, cards and tiles
  • 28. Power View - Example
  • 29. Power View - Demo • More interactive, dynamic, ad hoc Demo: https://businessintelligencedemoportal.com/s ites/contosoenergy/SitePages/pvrsample.as px
  • 30. Power View - Requirements • Enterprise or BI Editions of SQL 2012 • Reporting services in SharePoint integrated mode • SharePoint 2010 Enterprise • Silverlight, IE8+
  • 31. Thank You Royal Oak Grand Rapids 306 S. Washington Ave. 15 Ionia SW Suite 212 Suite 270 Royal Oak, MI 48067 Grand Rapids, MI 49503 (248) 546-1800 (616) 776-1600 www.cdh.com