Sunday, March 3 9:00 AM - 5:00 PM

1. Peter Serzo
SPTECHCON – San Francisco
March 2013

2.  Peter Serzo, MCP, MCSD .Net, MCTS
 High Monkey Consulting
 Blog: monkeyblog.highmonkey.com
 www.highmonkey.com
 PSerzo@highmonkey.com
 Twitter: pserzo
 Author
 Love to read and Love a Good Story

4. Session Expectations
 What are the tools
What we are NOT talking about…
• Security

5. Pastor who skipped Church…

6. Microsoft Believes People Are Your Company's Greatest Asset
…with software that
Amplify the talent and delivers the scale,
abilities of everyone in agility, and protection
the organization… required by the
enterprise.

7. The Productivity Challenge
enterprise search presence
voicemail team sites
collaboration innovation
storage
workflow
e-forms scalability dashboards
extranet
instant messaging
security
content management managementportals
project
scorecards
tagging
blogs and wikis mobility e-mail
governance and compliance
VoIP business intelligence
cloud computing

8. The Multiple vendors for multiple products that
Productivity Challenge
run various business processes.
enterprise search
LOTUS DOCUMENTUM presence team sites
IBM
voicemail
storage
innovation
collaborationAUTONOMY
ORACLE
workflow
extranet
e-forms SIEBEL GROUPWISE
scalability dashboards
CISCO instant messaging
security
GOOGLE
content management managementportals
SAP APACHE project scorecards
tagging SALESFORCE.COM
COGNOS
blogs and wikis mobility e-mail
FACEBOOK and compliance
governance LINUX
VoIP business intelligence
FILENET OPENTEXT
cloud computing

9. Microsoft’s Vision for Optimizing
Productivity
enterprise search
LOTUS DOCUMENTUM presence team sites
IBM
Online Service
voicemail On-Premises
storage
innovation
collaborationAUTONOMY
ORACLE
workflow
extranet
e-forms SIEBEL GROUPWISE
scalability dashboards
CISCO instant messaging
security
GOOGLE
content management managementportals
SAP APACHE project scorecards
tagging SALESFORCE.COM
COGNOS
blogs and wikis mobility e-mail
FACEBOOK and compliance
governance LINUX
VoIP business intelligence
FILENET OPENTEXT
cloud computing

10. Most Broadly adopted
Productivity & Collaboration
SharePoint SharePoint Excel PowerPivot Tools
Dashboards & Scorecards Collaboration Workbooks Applications
Analysis Reporting
Services Services
Most widely deployed EIM & BI
Platform
Integration Master Data
Services Services
LOB Odata
Apps Feeds

11. Platform Layers

12. BI in the Real World

13. Microsoft BI Stack (Today)

14. SQL Server 2008

15. Collaborate on your spreadsheets

16. Dashboards

17. Link Data to
Shapes

18. Excel
Technology

20. Part II – Your Options
 SQL
(the tools)
 Chart WebPart
 OOTB KPIs
 Reporting Services
 Visio Services
 PerformancePoint Services
 Excel Services
 PowerPivot

21. The Future of BI

22. Delivering business agility and innovation to gain strategic value out of
your information
MISSION CRITICAL DEVELOPER & IT PERVASIVE INSIGHT
PLATFORM PRODUCTIVITY
Microsoft Confidential—Preliminary Information Subject to Change

23. SQL Server Integration Services (SSIS)
Provides functionality commonly referred to as Extract, Transform,
Load (ETL).
Moves and transforms data between sources and destinations,
regardless of format.
Cleanses data and ensures data integrity.
Integrates heterogeneous data sources.
Business Intelligence Platform
Analysis Services Reporting Services
SQL 2008 R2
Integration Services Database Management
Source: 2007 Microsoft® Office System Business Intelligence Integration, White Paper, February 1, 2007, Anthony T. Mann
23

24. SQL Server Analysis Services (SSAS)
Allows for Online Analytical Processing (OLAP), commonly
referred to as “cubes”.
Includes advanced analytical features such as complete data
mining and key performance indicator frameworks.
Enables organizations to accommodate multiple analytic needs
within one solution.
Business Intelligence Platform
Analysis Services Reporting Services
SQL 2008 R2
Integration Services Database Management
http://www.dotnetspark.com/kb/2704-key-performance-indicator-using-ssas-sharepoint.aspx
24

25. Chart Web Part

26. Chart Web Part

27. Chart Web Part
Shortcoming: Bind to data. No dynamic on the fly changes.

28. KPIs aka Status Indicator
 Performance at a glance…
 Status List Web Part
 Indicator Types (SPList, Excel based,
SSAS based, Fixed value)
http://www.dotnetspark.com/kb/2704-key-performance-indicator-using-ssas-sharepoint.aspx

29. DEMO
CHART WEB PART

30. Reporting Services
 Managed Reporting
 Pixel Perfect Layout and
Design
 Report Builder and Part
Gallery
 Integration with
SharePoint

31. SSRS Visualization
Maps
Data Bars
Indicators
Sparklines

32. Report Builder 3.0
 Ships with SQL Server
2008 R2
 Targeted at Business
Users - Use instead of
BIDS
 Windows application
that can be installed
 By an administrator, or
 By ClickOnce
deployment by the
business user
 Presents a familiar Office-style experience and wizards
 Can be used to:
 Create ad hoc reports, or
 create and modify catalogued
reports

33. New Report Builder 3.0 Features
 Creation and consumption of Shared Datasets and Report
Parts
 Data Sources:
 SharePoint Lists, SQL Azure, …
 Data Visualizations
 Design-time credentials to create queries
 Subreports and images

34. New Report Builder 3.0 Features

35. DEMO
SSRS

36. Visio Services

37. Visio Services

38. Visio Services Real World Example

39. Visio Services Features
 Refreshable DataRecordSets
 SQL (7.0 – 2008)
 SharePoint Lists
 Excel Services
 OLE DB / ODBC
 Does not support
 Access / Excel (JET & ACE)
 SQL Analysis Services or Reporting Services
 Uses Cache

40. Visio is not suitable for showing
Visio Tweetable data which changes quickly. It is
best for process related items
Why?
Individual row of data is bound to an individual shape.
There is no way in Visio 2010 to bind a variable number of
rows to a diagram and get it to generate the appropriate
number of shapes on the fly.

41. Bonus Visio Tweetable
Visio is best scaled via WFE. Not
by creating another SA.
Why?
Microsoft tests documented in Visio Services Capacity
Planning document.

42. DEMO
VISIO SERVICES

43. PerformancePoint Services
 Dashboards & Scorecards
 Content Assembly and Navigation
 Analytical Grids & Graphs

44. PerformancePoint Services
Decomposition Tree

45. CONTENT STORAGE
 Dashboard Designer connectivity – no more application
Database database
 Lists
 Contains dashboard definitions, reports, scorecards,
filters, KPIs, and indicators
 Document Libraries
 Contains “exported” dashboards (.aspx) and data
sources
 Using SharePoint vs. Dashboard Designer to modify
dashboards

46. Dashboard Designer
 Business User Tool
 Windows application that can be
installed
 By an administrator, or
 By ClickOnce deployment by the business
user
 Presents a familiar Office-style
experience and wizards

47. DEMO
PERFORMANCEPOINT

48. Is your organization full of Excel
hoarders?

49. Excel Services
but it’s really Excel Calculation Services (ECS_
Sharing spreadsheets through the browser…
 Collaboration in the Web App

50. ECS Tweetable ECS is best scaled out with
another service instance
Why?
Microsoft tests say ECS is not particularly hard on the SQL
Server instance running SharePoint Server 2010, as the
workbook is read as a binary blob from SharePoint Server
2010 and placed in memory on the ECS tier. CACHE

51. DEMO
EXCEL SERVICES

52. PowerPivot
 Columnar, in-memory; handles millions of fact rows
 Self-service: integrates with Excel and SharePoint
 Uses DAX
 SharePoint models compatible with SSAS clients, including
SSRS and Excel
 Client is free
 Server free with SQL Server 2008 R2 and SharePoint 2010
Enterprise
 PP technology is strategic to MS going forward

53. Microsoft Experience…