BusinessIntelligence Data Visualization Deck from SharePoint Saturday - Boston.

1. See Beyond the Numbers:
Data Visualization in SharePoint 2010
SharePoint Saturday Boston
September 2010
Chris McNulty, Sadie Van Buren

2. Chris McNulty
• Working with SharePoint technologies since
2000/2001
• 20 years consulting and financial services
technology (Santander, John Hancock, GMO,
State Street)
• Write and speak often on Microsoft
information worker technologies (book out
this month!)
• Microsoft MCSE/MCTS/MSA/MVTS
• BC MBA in Investment Management
• Hiking, cooking, playing guitar, colonial history,
photography
• My family: Hayley, three kids (15, 6, 3) and my
dog Stan
SharePoint Practice Lead, KMA

3. Sadie Van Buren
• Project Manager and Business Analyst
focusing on SharePoint
• Working with SharePoint since beta
2003 version
• Over 40 SharePoint implementations
• Microsoft Certified Technology
Specialist
Consulting Manager, Burntsand

4. • Full-service IT consulting firm • Leading systems integration firm
established in 1995 founded in January 1996
• 28 employees: Partner, PM, Analyst, • More than 350 blue chip clients
Developer, QA • Subsidiary of Open Text with local office
in Waltham
• Industry expertise and focus:
Professional Services, Life Sciences & • Publicly traded on Toronto Stock
Exchange (OTEX)
Financial Services
• Microsoft Gold Certified partner with six
• Microsoft technology focus: competencies
• Microsoft Certified Partner since 1995 /
• Have delivered solutions built on the
Microsoft Gold Certified Partner since
2004
SharePoint and .NET platforms since
their inception in 2001
• Working with SharePoint
• Additional partnerships with Oracle,
technologies since 2001
EMC Documentum, SAP, and BMC
• Specialties in Software
 Collaboration: Portals, Communities and
Content Management
 Insight: Enterprise Search and Business
Intelligence
 Productivity: Forms and Office Client (4)
Twitter hashtag:
Customization, Mekko Graphics (ISV)

5. Agenda
• Goals, Terms & Surrounding Technology
• Complexity Levels of These Solutions
• Technology Overview and Demos
– Simple List and Chart
– Excel Services
– Power Pivot
– Pivot
– SQL Server Reporting Services (SSRS)
– Performance Point 2010
– Mapping
• Summary
• Resources
• Question and Answer Period
• Contact Information
(5)
Twitter hashtag:

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

7. Complexity Levels of These Solutions
Cost
Time
(7)
Twitter hashtag:

8. 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
(8)
Twitter hashtag:

9. Terms
• BCS – Business Connectivity Services
• SSRS – SQL Server Reporting Services
• Cube – a prebuilt matrix of data aggregations, hosted in
SQL Server Analysis Services
• 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
(9)
Twitter hashtag:

10. SharePoint BI Evolution
Custom
Performance Solutions
Point • Mapping
Enabling • Dashboards • Web Parts
technologies • Analysis • Etc.
• Business Services
Excel Connectivity
Services Services
• Excel Web • SQL Reporting
Access Services
Chart • Pivot
• PowerPivot
Web Part • Dallas
(10)
Twitter hashtag:

11. SharePoint Charting
• Native to SharePoint
(Web Part)
• Code-free solution –
uses web part and
native lists
(11)
Twitter hashtag:

12. SharePoint Charting
• 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
(12)
Twitter hashtag:

13. DEMO – Chart Web Part

14. Excel Services
• Use the world’s #1 BI
modeling tool
• Render data, charts,
interface using native
Excel components (e.g.
Slicers)
• Data stored in Excel
(14)
Twitter hashtag:

15. Excel Services
• Host a presentation layer using Excel Services
– Closely related to Excel Web Access
• Use native SharePoint Status Indicators (KPIs)
– Can also work with lists
• Render Excel 2010 functions (e.g. Slicers) without
Excel 2010 on all clients
• Use when users are skilled in Excel modeling and
charting and data lives in spreadsheets
• Quick tip: understand SSA’s
(15)
Twitter hashtag:

16. PowerPivot
• “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
(16)
Twitter hashtag:

17. PowerPivot
• 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
(17)
Twitter hashtag:

18. DEMO - PowerPivot

19. Pivot
• “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

20. DEMO - Pivot

21. SQL Server Reporting Services (SSRS)
• “Code free” but
requires development
tools
• Designed using
Business Intelligence
Developer Studio
• Host in SQL Server or
SharePoint
(23)
Twitter hashtag:

22. PerformancePoint 2010
• Dashboard Designer
(browser
downloadable)
• Integrates Excel
Services, SSRS, and
Performance Point
Elements
(26)
Twitter hashtag:

23. PerformancePoint 2010
• 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
(27)
Twitter hashtag:

24. DEMO – PerformancePoint

25. Mapping
• 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
(29)
Twitter hashtag:

26. Mapping
(30)
Twitter hashtag:

27. DEMO - Mapping

28. Summary
Technology Pros Cons Sample Use Case
SharePoint Lists and Simple code free Simple data aggregations Users understand how to
Charts solutions chart their own data
Excel Services User familiarity Limited to Excel data Users love Excel charts!
sources
PowerPivot Large datasets Requires some Excel 2010 Data is too big for Excel
SQL Reporting Services Commonly used SQL Not an end user tool; Need to print large
query techniques entry level development multipage reports; export
skills to Excel
Performance Point and Rich scorecard and Requires more On screen data
Analysis Services reporting environments, development exploration of prebuilt
aggregates other sophistication analyses
elements like SSRS
Pivot Large datasets, can be Image collection time- Each data item has visual
built by Excel plugin for consuming to component
the power user or by build/standardize
developer
Mapping Varying solution levels, Potential licensing Each data item has
user familiarity complexity location component
(32)
Twitter hashtag:
Custom solutions More complex solution More effort Mapping!

29. 2010 BI Solutions in SharePoint
Large Datasets
Visual Navigation
PowerPivot Pivot
PerformancePoint
Mapping
SharePoint list
KPI / Status Indicator
SQL Reporting
Services Chart Web Part
Printing or Excel Services
exporting (33)
Small Datasets
Twitter hashtag:

30. Resources - General
• 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/
(34)
Twitter hashtag:

31. Resources: Mapping
• 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
(35)
Twitter hashtag:

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

33. • Questions?
• Contact Us
• Ask the Experts
• Prizes!
Twitter hashtag:
(37)

34. Thank you…
Contact Chris: Contact Sadie:
Email Email
cmcnulty@kma-llc.net svanburen@burntsand.com
Blog Blog
http://blogs.kma- http://amatterofdegree.typepad.
llc.net/microknowledge com/a_matter_of_degree/
Twitter Twitter
http://twitter.com/cmcnulty2000 http://twitter.com/sadalit
LinkedIn LinkedIn
http://www.linkedin.com/in/cmc http://www.linkedin.com/in/sada
nulty lit
(38)
Twitter hashtag:

35. SharePoint Saturday Boston
Twitter: @SPSBoston | #SPSBos
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