Welcome to the Minnesota SharePoint User Group

Agenda Quick Intro Announcements and News Business Intelligence in SharePoint 2007 Excel Services Dashboards Key Performance Indicators (KPI’s) Reports Filters Other Microsoft BI Solutions Q&A

Develop and support 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 User Group Goal / Objectives

Inetium ( Twin Cites based Microsoft consulting company Microsoft Gold Certified Partner Practice Area focused on Information Worker Technologies New Horizons – Minnesota ( Microsoft Gold Certified Partner Training on many technologies Microsoft ( I’m guessing you’ve heard of them Introductions – MNSPUG Sponsors

Website for user group SharePoint resource documents SharePoint resource websites links RSS Feeds Meeting Schedule Past User Group Presentations Watch for changes soon! V3…?

Public preview release of 2007 Microsoft Office System Server and client applications available for download (requires registration) More info at: Beta Downloads  $1.50 News and Announcements + =

Next Meeting September 13 th 9:00 AM to 11:30 AM Microsoft’s Bloomington Office Topics: Web Content Management in SharePoint 2007 Ongoing Schedule 2 nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office Upcoming Schedule

Business Intelligence Collaboration Search Business Forms / Processes Portals Content Management SharePoint 2007 – Key Microsoft Investment Areas Collaboration Portal Search ContentManagement PlatformServices Workspaces, Mgmt, Security, Storage, Topology, Site Model Business Forms / Processes BusinessIntelligence

SQL Server 2005 The Foundation

What is Business Intelligence? Monitor Dashboards, scorecards and alerts Analyze Drill down, exception reports, root-cause analysis, multidimensional analysis Report Detailed operational data Sharing standardized reports Plan Create plans, models and scenarios, which are then fed back into the monitoring layer and encoded as targets and thresholds “A broad category of applications and technologies for gathering, storing, analyzing, sharing and providing access to data to help enterprise users make better business decisions” – Gartner ?

Microsoft’s Business Intelligence Strategy 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

SQL Server 2005 Analysis Services (SSAS) OLAP Engine Advanced business intelligence KPI/Perspectives Measures Dimensions Web services Data mining in the platform Integrated developer tools

SQL Server 2005 Reporting Services (SSRS) Introduced with SQL Server 2000 Open, extensible enterprise reporting solution Report authoring, management, delivery Office System integration Visual Studio.NET development environment SQL Server 2005 enhancements Integration with SSAS, SSIS, and management tools Rich end-user reporting

SQL Server 2005 Integration Services (SSIS) Extract, Transform and Load (ETL) High performance High scale Rich development environment Source control Visual debugging of control flow and data Extensible Custom tasks Custom enumerations Custom transformations Custom data sources

SQL Server 2005 – Business Intelligence 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

Business Intelligence in SharePoint Server 2007

Microsoft SharePoint 2007 BI Server Investments Excel Services Share spreadsheets via zero-footprint browser experience Live, interactive Excel 2007 spreadsheets in SharePoint Only publish what you want, control versions Use Excel models in custom applications via programmatic access Dashboards & Web components Common filtering (“slicing”) across web parts KPIs, Excel workbooks, and SQL Reporting Services reports Easy to create and personalize dashboards

Microsoft SharePoint 2007 BI Server Investments Report Center Websites Out of the box website optimized for report access and management Consistent management of reports, spreadsheets, and data connection Supports integration with SQL Server 2005 Reporting Services Data Connection Libraries Centralize storage of important data connections Update many spreadsheets, solutions with 1 central update Maintain 1 version of the truth

SharePoint 2007 Excel Services – What is it? New server technology in MOSS 2007 Load, calculate and display Excel Workbooks in MOSS 2007 Thin client view in browser Published workbooks can connect to external data Designed to cut down on unnecessary proliferation of Excel files

Browser Web rendering Zero-footprint Interactive View and Interact Custom applications Set & get spreadsheet values Perform calculations Retrieve full workbook file Programmatic Access Open snapshots Open full spreadsheet Excel 2007 Export/Snapshot into Excel Spreadsheets stored in document libraries Server calculation and rendering External data retrieval and caching Protect, Share & Reuse Spreadsheets Publish Spreadsheets Excel 2007 Design and author BI Abilities Visualization MOSS 2007 Excel Services – How does it work?

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 Single box or multi-tier Independent scale-out Excel Services Architecture

Microsoft Confidential – Presentation under NDA Excel Services Zero-footprint, interactive, browser access to spreadsheets BusinessIntelligence Table Formatting Pivot Tables KPIs from SQL Graphs & Charts

End user creates spreadsheet Wants to share it with others online Publishes it to SharePoint Configures the view of the spreadsheet Basic Example – Publishing a Spreadsheet

Create Spreadsheet in Excel 2007 Basic Example – Publishing a Spreadsheet – Step 1

Step 2 – Publish to Excel Services in MOSS 2007 Basic Example – Publishing a Spreadsheet – Step 2

Step 3 – Add Excel Web Access web part to display published workbook Basic Example – Publishing a Spreadsheet – Step 3 Only shows published sheet

Demo Publishing an Excel 2007 file using Excel Services

Allows publication of parameters in spreadsheet Publisher defines what to expose to end users for data Displays parameter pane All other cells are read only Using Parameters in Excel Services

Demo Setting up Parameters using Excel Services

Excel Services for the Administrator

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 Single box or multi-tier Independent scale-out Excel Services Architecture

Performed by the server administrator Activate the Excel Services Feature Edit Excel Services settings Configure Trusted File locations Configuring Excel Services

Turn on or off in the Operations Page in the Global Configuration section Activating the Excel Services Feature

Start the Excel Calculation Services Service Starting the Excel Services Service

Shared Service > Excel Services Settings Edit Excel Services Settings Trusted File Locations Trusted Data Connection Libraries Trusted Data Providers User Defined Function Assemblies Excel Services Configuration

Configurable by administrator Security Load Balancing Session Management Memory Utilization Workbook Cache External Data Excel Services Settings

Configurable by administrator Location Session Management Workbook Properties Calculation Behavior External Data User Defined Functions Adding a Trusted File Location

Using More Excel Services Features

End user creates spreadsheet Connects to external data (i.e. database, cube etc.) Only wants to show a piece of the file Example – Spreadsheet w/ External Data

Create Office Data Connection (ODC) Upload to SharePoint Data Connection Library Spreadsheet w/ External Data – Step 1

Connect Excel file to ODC created in step 1 Build spreadsheet as desired (i.e. insert charts, pivot tables etc.) Spreadsheet w/ External Data – Step 2

Name chart Publish to Excel Services  Select only the chart Spreadsheet w/ External Data – Step 3

Add and configure the Excel Web Access (EWA) web part Spreadsheet w/ External Data – Step 4

Demo Connecting to External data with Excel Services

The Report Center

SharePoint 2007 Site Template Repository for reports Includes many features Sample KPI’s Dashboard Pages Excel Web Access Report Library Report Calendar Filter web parts The Report Center – What is it?

Demo Creating a Report Center Site

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

Key Performance Indicators Displays KPI’s from a KPI List on the site Can change icon KPI Details Displays a single KPI KPI Web Parts

Demo Creating a New KPI

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

Used to filter other parts on page Multiple filter types Authored List Business Data Catalog Current User Date Query String (URL) SharePoint List SSAS Text Filters and Filter Actions Web Part

Allows user to enter a list of values Manually entered into configuration Good for hard coded situations Authored List Filter Part

Leverages the Business Data Catalog (BDC) Allows user to search by entity in BDC Good for filters requiring relational data Another example of putting business data to use Business Data Catalog 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 Current User Filter

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

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

Pulls value from SharePoint list User can define the value field Good for using other lists in the site to drive filters SharePoint List Filter

Leverages SQL Server 2005 Analysis Services Can use shared data connections User selects dimension Great for reusing existing dimensions defined in SSAS SSAS Filter

Microsoft Windows SharePoint Services Developer Center Developer Introduction to Workflows for Windows SharePoint Server V3 and SharePoint Server Windows SharePoint Services v3: Workflow Developer Starter Kit for Windows SharePoint Services v B9E DC388D9&displaylang=en MSDN Webcast coming up: July 18th: Developing SharePoint Workflows using VS &eventcategory=4&culture=en-us&countrycode=us Resources

Windows Workflow : Community Created Activities: More Resources

Thanks for coming!