Welcome to the Delaware Valley SharePoint User Group Russ Basiura SharePoint Consultant RJB Technical Consulting

Delaware Valley SharePoint User Group AGENDA Quick Intro Announcements Russ Basiura – Business Intelligence Round Table Q & A

Delaware Valley SharePoint User Group Introductions DVSUG Sponsor RJB Technical Consulting ( – Delaware Valley based consulting company – Microsoft Partner – Practice Area focused on SharePoint and Information Worker Technologies – Office 2007, SharePoint 2007 Private Beta Partner

Delaware Valley SharePoint User Group User Group Goal / Objectives Build a local community focused on Microsoft SharePoint Technologies –Educate user group members about SharePoint Technologies –Transfer knowledge within the community –Communicate best practices –Introduce new products / solutions

Delaware Valley SharePoint User Group Website for user group SharePoint resource documents SharePoint resource websites links RSS Feeds Meeting Schedule Past User Group Presentations Blogs Live Meetings / Webex Discussions V3 to be released for February meeting registration !!

Delaware Valley SharePoint User Group Upcoming Schedule Next Meeting – March 28 th 5:30 PM to 8:30 PM – MOSS Web Content Management Russ Basiura – Microsoft Greater PA Office, Malvern, PA Ongoing Schedule – Last Wednesday of every month – 5:30 PM to 8:30 PM – Microsoft Greater PA Office, Malvern, PA

Delaware Valley SharePoint User Group Local Events Philly Information Worker Conference – Dates : May 10th and 11 th – Location : TBD – Microsoft Truck 10 – 2 both days – Hands on Labs – Vendor Expo

Delaware Valley SharePoint User Group Microsoft Office System Server (MOSS) 2007 Business Intelligence

Delaware Valley SharePoint User Group Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions Complete and integrated BI offering Widespread delivery of intelligence through Microsoft Office Enterprise grade and affordable Microsoft Business Intelligence

Delaware Valley SharePoint User Group Business Intelligence Leverage 4 Existing Technologies 1.Excel 2.SQL SharePoint 4.ScoreCard Manager (Performance Point)

Delaware Valley SharePoint User Group Microsoft Office SharePoint Server 2007 SQL RDBMS SSISSSASSSRS Business Scorecarding (BSM) End-user Analysis (Excel) BI Platform End-user Tools Analytic Applications Business Intelligence

Delaware Valley SharePoint User Group Microsoft SQL Server 2005 The BI Platform behind Microsoft Office SharePoint Server 2007

Delaware Valley SharePoint User Group Data acquisition from source systems and integration Data transformation and synthesis Data enrichment, with business logic, hierarchical views Data discovery via data mining Data presentation and distribution Data access for the masses Note: I changed builds and added logos – change colors so we get 3 distinct colors Integrate Analyze Report SQL Server 2005 Business Intelligence

Delaware Valley SharePoint User Group What Is Excel Services?

Delaware Valley SharePoint User Group Excel Services 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

Delaware Valley SharePoint User Group Excel Services Spreadsheet rendering in your browser

Delaware Valley SharePoint User Group Excel Services Security Part of Microsoft Office SharePoint Server 2007 –Auditing, versioning, and more Server-side Excel spreadsheet calculation –Safe and secure Escape “spreadsheet hell”

Delaware Valley SharePoint User Group One Version Of The Truth Plus, protecting your proprietary data

Delaware Valley SharePoint User Group Value Of Excel On The Server Provide a secure, centrally managed single version of the truth Protect proprietary information Incorporate spreadsheets in dashboards Utilize servers to offload calculations Use Excel authored business logic in business applications and processes

Delaware Valley SharePoint User Group Excel Services Architecture Web front-end –SharePoint UI –HTML rendering + web services Application server –Loads spreadsheets, refreshes data, calculates –Maintains state for interactivity –File + query caches for performance SharePoint Server 2007 provides –Solution platform –Store: Spreadsheets, connection files –Management: Settings, UI, scripting –Security: Authentication, authorization Single box or multi-tier Independent scale-out

Delaware Valley SharePoint User Group Excel Services In A Cluster DesktopServersClusters Excel Services Excel Services on Windows Server Compute Cluster Edition Excel 2007

Delaware Valley SharePoint User Group Excel Services In Dashboards Fully interoperable with SharePoint Filter web parts Multiple views on data –Worksheet view –Named item view Interactive Virtually 100% visual fidelity rendering No ActiveX 100% DHTML and JavaScript

Delaware Valley SharePoint User Group Building A Dashboard Creating a corporate sales dashboard

Delaware Valley SharePoint User Group Excel Services Web Services Web service allows for custom application development Easy to use Keep business logic in Excel workbooks on the server

Delaware Valley SharePoint User Group Custom Application Build a mortgage sales web part using the web services

Delaware Valley SharePoint User Group Excel Services Summary Secure, server based rendering and calculation of Excel workbooks Scalable Visual fidelity with no Active X Custom applications via web services Biggest release of Excel ever

Delaware Valley SharePoint User Group Report Center And Dashboards In Microsoft Office SharePoint Server 2007

Delaware Valley SharePoint User Group BI Business Goals Easily communicate and track goals –How is my sales pipeline? –How are inventory levels? Make BI available to information workers –Everyone needs to make better decisions –Everyone needs better information –In the tools they already know Reuse and enhance existing spreadsheets, reports and scorecards Bring Business Intelligence, Collaboration and Enterprise Content Mgmt together

Delaware Valley SharePoint User Group Office 2007 BI Benefits Author –Using Excel, Designer and SharePoint –Automatically updated data Control –One view of the data Share & Analyze –Interactive web pages support filtering –Optimized and personalized Integrated –Used on any SharePoint page –Benefit from workflow, approval, etc. –Integration with external applications

Delaware Valley SharePoint User Group Office 2007 BI Investments Excel client/Excel Services Dashboards Key Performance Indicators Filter Web Parts Report Center/Report Library Big bets… –SQL Server 2005 (the DB, SSAS, SSIS & SSRS) –Information Workers

What Is A Dashboard?

Delaware Valley SharePoint User Group So, What Are Dashboards, Again? Enable guided and optimized analysis Aggregate workbooks, reports, scorecards, etc. Make the information relevant Annotate data with additional information

Delaware Valley SharePoint User Group Key Performance Indicators Key Performance Indicators (KPIs) defined IWs can communicate goals and drive results –Simple to create –Use the portal and team site environments you already know –No code, no IT required Support KPI types from simple to enterprise class –Team focused – manual, SharePoint list, Excel workbook –Enterprise – SQL Server 2005 Analysis Services –Enterprise features – multiple columns

Delaware Valley SharePoint User Group KPIs In Office And SQL Server SQL Analysis Services KPI Storage and Execution Excel Client and Excel Services KPIs in Workbooks Flexible formatting KPI Pivoting Office SharePoint Servers KPI in Lists Ad-Hoc KPIs Team Management Business Scorecard Manager KPIs in Scorecards SQL AS KPI Authoring Flexible Output Enterprise manageability SharePoint Dashboard Framework Shared Page Filtering Personal Views SQL Reporting Services KPIs in Banded Reports Scheduling Extensible Report Development

Delaware Valley SharePoint User Group Key Performance Indicators

Delaware Valley SharePoint User Group Filter Web Parts Scenarios One size does not fit all – dashboards need to be made relevant to the user Filter for eastern region, last quarter Automatically show just your customers when you load page

Delaware Valley SharePoint User Group Dashboard Filtering

Delaware Valley SharePoint User Group Filter Web Parts OOB Filter value sources User entered value Authored list SharePoint list SQL Server 2005 Analysis Services Bus. Data Catalog SharePoint profile Query string OOB Display Options Type in value Pick from list Tree view Hidden Extensibility Custom providers & consumers Standard interfaces that ship in WSS

Delaware Valley SharePoint User Group Web Parts That Filter Office SharePoint Server 2007 –Excel Services –KPI List –Business Data Catalog Item & List –WSS List view –FrontPage Data View SQL Server 2005 Reporting Services The ecosystem –Cross Microsoft effort with more to come –…and more from partners!

Delaware Valley SharePoint User Group BI Integration Integrate existing applications Custom filter provider Custom filter consumer ASP.NET 2.0 Interfaces

Delaware Valley SharePoint User Group Custom Filters

Delaware Valley SharePoint User Group Report Center BI hub for Office SharePoint Server 2007 –Make new BI features easy to discover & use –Provide a template for successful BI portals A document library tuned for “reports” –Excel workbooks, SSRS reports, etc. Bring BI, collaboration & ECM together All BI features are available throughout portal

Delaware Valley SharePoint User Group Report Center And Report Library

Delaware Valley SharePoint User Group Frequently Asked Questions I’ll bet dashboards are really difficult to create…

Delaware Valley SharePoint User Group Building A Dashboard

Delaware Valley SharePoint User Group Report Center And Dashboards Help you… –Track and communicate goals –Reuse & enhance existing BI assets –Enable IWs to realize the potential of BI –Bring BI, collaboration & ECM together Microsoft Office SharePoint Server 2007 delivers… –OOB BI functionality into SharePoint –An integration with Microsoft BI servers –Easy to use tools for IWs KPIs, Dashboards, Filter Web Parts, Report Center

Delaware Valley SharePoint User Group Business Intelligence Tips 1.Plan business dashboards carefully

Delaware Valley SharePoint User Group Questions??

Delaware Valley SharePoint User Group Round Table Discussion

Delaware Valley SharePoint User Group Giveaways and Close