1. See Beyond the Numbers:Data Visualization in SharePoint 2010 SPTechCon San Francisco February 2011Chris McNulty

3. 20 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)

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

5. Write and speak often on Microsoft IW technologies

7. 29 employees: Partner, PM, Analyst, Developer, QA

8. Microsoft technology focus:

9. Microsoft Gold Certified Partner / Working with SharePoint technologies since 2001

10. Specialties in

11. Collaboration: Portals, Communities and Content Management

12. Insight: Enterprise Search and Business Intelligence

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

15. Complexity Levels of These Solutions Cost Time

16. 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

17. Terms 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

18. SharePoint BI Evolution

19. SharePoint Charting Native to SharePoint (Web Part) Code-free solution – uses web part and native lists

20. 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

21. DEMO – Chart Web Part

22. 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

23. 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

24. 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

25. 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

26. DEMO - PowerPivot

27. 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

28. DEMO - Pivot

29. Business Connectivity Services Read write access to external data sources in SP2010 (aka Business Data Connectivity) Pull data into SharePoint user interface Push data into external sources

30. Business Connectivity Services Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas) Configured through 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

31. SQL Server Reporting Services (SSRS) “Code free” but requires development tools Designed using Business Intelligence Developer Studio Host in SQL Server or SharePoint

32. SQL Server Reporting Services (SSRS) Reports run and render in SSRS Engine Deploy reports to “native” SQL server or SharePoint integrated mode Reuse in SharePoint and Dashboard interface Export contents to Excel, Word, etc. Use when some reports are printed, multipage, etc.

33. Windows Azure DataMarket Originally developed as “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

34. PerformancePoint 2010 Dashboard Designer (browser downloadable) Integrates Excel Services, SSRS, and Performance Point Elements

35. 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

36. DEMO – PerformancePoint

37. 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

38. Mapping

39. DEMO - Mapping

40. Summary

41. 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

43. Business Intelligence: http://www.microsoft.com/bi/

44. SharePoint 2010 site: http://sharepoint.microsoft.com

45. SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx

46. BI Blog: http://blogs.msdn.com/b/bi/

47. From KMAWebinars, white papers and blogs at www.kma-llc.net

48. 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

49. 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/

51. Evaluations

52. Contact Me

53. Ask the Experts