SharePoint 2007 Business Intelligence October 23 th, 2008 Neil Iversen - Inetium

Agenda Introductions What is SharePoint? SharePoint Business Intelligence features PerformancePoint Server 2007 (PPS) Integration with SharePoint Q&A

Microsoft Gold Certified Partner Systems Integrator (SI) Locations –Headquarters in Minneapolis, MN –New location in Omaha, NE Started in 1998 ~100 Employees Run several SharePoint User Groups –Minnesota SharePoint User GroupMinnesota SharePoint User Group –Minneapolis Office Developers Interest Group (MODIG)Minneapolis Office Developers Interest Group (MODIG) –Iowa SharePoint User GroupIowa SharePoint User Group –Nebraska SharePoint User GroupNebraska SharePoint User Group Practice Areas –Information Worker –Networking / Infrastructure –Application Development –CRM –IT Strategy –Real Estate Vertical Inetium

What is SharePoint? Web based platform for: –Business productivity –Information management –Applications Includes many capabilities –Portals –Collaboration –Search –Content Management –Business Processes –Business Intelligence

Intranet PortalsExtranet Portals Public Internet Sites Business ProcessBusiness Intelligence Composite Applications How is SharePoint Used? Platform for multiple solutions

Analytic Applications End User Application Data Platform SQL Server Relational Database SQL Server Integration Services (SSIS) SQL Server Analysis Services (SSAS) SQL Server Reporting Services (SSRS) SharePoint Server Excel Performance Point

Where does SharePoint fit? Reporting Services (SSRS) ProClarity / PerformancePoint SharePoint Report Center Excel 2007 / Excel Services Reporting and Analysis Excel 2007 / Excel Services Performance Point Server 2007 SharePoint KPI’s Performance Management SQL Server Analysis Services (SSAS) Integration Services (SSIS) Data Warehousing

Building Blocks of SharePoint Sites –Web site framework –Multiple templates Pages –Individual web pages –Added to sites –Multiple templates

Building Blocks of SharePoint (cont.) Libraries –Content repository for documents –Library templates –Metadata –Item level security Lists –Content repository for list items –Item level security

Building Blocks of SharePoint (cont.) Web Parts –Modular components that expose functionality / data –Configurable –Many out of the box web parts Content editor Page viewer more –Core component of extensible framework Custom web parts

SharePoint Report Center SharePoint 2007 Site Template Starting point for SharePoint BI Repository for reports Includes many features –Dashboard Pages –Excel Web Access –Report Library –Report Calendar –Filter web parts –Integration with other tools

Dashboard Pages in Report Center SharePoint page Create individual dashboards Contains a number of different parts –Content Editor –Contact Details –Filter Actions –Excel Web Access –KPI –Summary Link

SharePoint Excel Services Web based version of Excel Thin client (browser) view of Excel spreadsheets Published spreadsheets can connect to external data Designed to cut down on proliferation of Excel files and outdated data

Excel 2007 Thin rendering in browser View and Interact Custom applications Web Services Access Excel 2007 client Open Spreadsheet/Snapshot Author and Publish Spreadsheets Authoring Exploration and Consumption How does it work? Excel Services

Demo

SSRS Reports in SharePoint Report Library SQL 2005 Service Pack 2 Report viewer web part Publish Reports to SharePoint Leverage features of SharePoint –Versioning –Workflow –Etc.

Demo

Key Performance Indicator (KPI) List List template Graphically displays KPI’s Use to track metrics Data from multiple sources –SharePoint Lists –Excel Services –SQL Analysis Services 2005 –Manually entered

KPI Web Part Displays KPI’s in SharePoint List  Detail 

Demo

SharePoint KPI Lists List template Graphically displays KPI’s Use to track metrics Data from multiple sources –SharePoint Lists –Excel Services –SQL Analysis Services 2005 –Manually entered

SharePoint Filters Used to filter data on a page –Multiple filter types –Authored List –Business Data Catalog –Current User –Date –Query String (URL) –SharePoint List –SSAS –Text

Business Data Catalog Filter Leverages the Business Data Catalog (BDC) Allows user to search by entity in BDC Good for filters requiring relational data

Current User Filter Leverages current logged in user Can utilize a user profile value for the current user Hidden on screen Good for web parts that need a context of ‘My’ Example ‘My Orders’ would filter all orders in another web part

Allows user to specify a date Different types of defaults Specific date Offsets from today Date Filter Part

Sends value of query string parameter to web part User can define the parameter to pull from Hidden except when in edit mode Good for passing context Query String Filter Part

Analysis Services (SSAS) Filter Leverages SQL Server 2005 Analysis Services User selects dimension Great for reusing existing dimensions defined in SSAS

Demo

Searching Data in SharePoint Expose Data to SharePoint Database or Web Services Make data searchable –Published entities –Customers –Products –Etc.

Demo

Bringing it all Together in SharePoint Excel Services Filters KPI’s Dashboard

PerformancePoint Server 2007 Multiple Points of Integration PPS 2007 Dashboards in SharePoint Using SharePoint Lists / Excel Services for data in PPS 2007 scorecards SharePoint PPS 2007 Dashboard Item Web Part

What is PerformancePoint Server 2007? Business analytics Financial reporting Consolidation Planning Budgeting Forecasting Scorecard management

How is PPS Structured? Planning Business Modeler Excel Add-in Dashboard Designer

PPS Dashboard Designer Dashboard Designer Components –Dashboard –Scorecard –KPI’s –Reports –Data sources –Indicators Publish PPS dashboards directly to SharePoint

PPS Scorecards using SharePoint Lists Dashboard Designer to build scorecards Connect to data in SharePoint Lists –Can also connect to Excel Services Beneficial when backend database doesn’t exist Rapid deployment Scenario: –Customer / Employee satisfaction survey results

PPS Dashboard Item Web Part Web part that comes with PPS 2007 Displays individual PPS dashboard items from published PPS dashboards Create different layouts in SharePoint Can be used in conjunction with other web parts –SharePoint core parts –Other BI web parts –more

Demo

In Summary SharePoint provides many business intelligence features –Reporting –Analysis –Performance Management Integration with multiple tools –Excel –SQL Reporting Services –PerformancePoint Server –More

Resources Microsoft Business Intelligence Resources: PerformancePoint Server 2007: us/performancepoint/FX aspxhttp://office.microsoft.com/en- us/performancepoint/FX aspx 2007 Microsoft Office System BI Integration with SQL Server 2005 (file download): 3d37e2be82e7/SQL%20Server%202005%20and%20Office2007%20Business%20Intelligence %20Whitepaper%20Jan docx 3d37e2be82e7/SQL%20Server%202005%20and%20Office2007%20Business%20Intelligence %20Whitepaper%20Jan docx Microsoft SQL Server 2005 Reporting Services Add-in for Microsoft SharePoint Technologies: AE8C84&displaylang=en AE8C84&displaylang=en Microsoft SQL Server Reporting Services (SSRS) - Installation/Configuration Guide for SharePoint Integration Mode (file download): SharePoint Version Comparison – Find out what features of SharePoint are in each version: technology%20is%20right%20for%20you.pdf technology%20is%20right%20for%20you.pdf

Q&A