SharePoint 2007 Business Intelligence SharePoint Business Intelligence

SharePoint 2007 Business Intelligence Agenda What is Business Intelligence? Microsoft’s Business Intelligence Offering –SQL Server 2005 SQL Server Reporting Services (SSRS) SQL Server Analysis Services (SSAS) –SharePoint 2007 Excel Services KPIs Business Data Catalog (BDC) Report Center Dashboards –PerformancePoint Server 2007 –Q&A

SharePoint 2007 Business Intelligence “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 What is Business Intelligence?

SharePoint 2007 Business Intelligence What is Business Intelligence?

SharePoint 2007 Business Intelligence Why is Business Intelligence Growing in Importance? The amount of corporate data is doubling every 2-3 years Barriers of entry (costs/technology) are being removed Continued pressure on businesses to find efficiencies and new market opportunities, client expectations More disparate data sources than ever before Call Center Marketing Campaign Mgmt CRM Internet Financial/ Accounting Procure- ment HR Inventory Intelligence is data with relevance and context

SharePoint 2007 Business Intelligence Key Business Drivers Behind BI Growth Allow business users the ability to query and write reports To simplify reporting across multiple transaction systems To store historical data longer than you can/would in transaction system

SharePoint 2007 Business Intelligence Business Intelligence Statistics BI Use by Small and Mid Market Companies –48% - Using –10% - Planning to implement solution in –40% - Not using –Don't know 2% –Source: Forrester Research Inc., 2006 survey

SharePoint 2007 Business Intelligence Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions Microsoft Business Intelligence Vision and Strategy Microsoft’s BI Strategy Major investment area Leverage familiar tools such as the Office System and SharePoint Built on top of SQL Server 2005 Performance Management is a key growth area

SharePoint 2007 Business Intelligence Types of Business Intelligence Analyze information with familiar tools Enabling end-users with ad hoc reporting capabilities Share reports and analysis over the web Reporting and Analysis Improve corporate performance Accelerate management decision making Enable collaborative analysis Performance Management Integrate information from disparate sources Store and manage vast amounts of detail data Analyze information with an integrated view of your business Data Warehousing

SharePoint 2007 Business Intelligence Microsoft Tools for Business Intelligence Reporting Services (SSRS) ProClarity SharePoint Business Data Catalog (BDC) Excel 2007 / Excel Services Reporting and Analysis Excel 2007 / Excel Services Performance Point Server 2007 SharePoint KPI’s Performance Management SQL Server 2005 Analysis Services (SSAS) Integration Services (SSIS) Data Warehousing

SharePoint 2007 Business Intelligence Office SharePoint Server 2007 SQL Server 2005 SQL Server 2005 Integration Services SQL Server 2005 Reporting Services BIPlatform End User Applications SQL Server 2005 Analysis Services Office Excel 2007 Business Scorecard Manager 2005 ProClarity Analytics 6 PerformancePoint Server 2007

SharePoint 2007 Business Intelligence Data Warehousing 101

SharePoint 2007 Business Intelligence What is a Data Warehouse? A Data Warehouse is the main repository of an organization's historical data, its corporate memory. It contains the raw material of a company's business intelligence system.corporate memory It’s designed to store historical data It brings information together from multiple source systems into a single data store. The data is stored using special techniques that are optimized for analysis and reporting.

SharePoint 2007 Business Intelligence Extraction, Transformation & Loading (ETL) The process of gathering data from the production systems, cleansing it, validating it and moving it into the Data Warehouse. This process can be considered part of the Data Warehouse Infrastructure.

SharePoint 2007 Business Intelligence Key Terms Cubes: An enhanced storage mechanism that allows an end user to look at data from multiple perspectives. Think about pivot tables. Facts: Numeric data we are evaluating (cost, count, etc.) Dimensions: Attributes like Geography, Marital Status, SIC Codes, Date/Time, etc. that will be used to summarize data.

SharePoint 2007 Business Intelligence Reports Ad hoc Queries CRM/ Contacts System Human Resource /Payroll System Forecasting/ Planning System Excel, PDF, DOC Property Management System Corporate Accounting System End Users Computing Device Data Elements Facts/Dimension Data Warehouse Analytics/ Scorecards Metadata Cubes Reporting Platform Analysis Platform Performance Management Platform ETL Process: Extract, Transform, & Load Work Order System Business Intelligence Portal

SharePoint 2007 Business Intelligence Microsoft SQL Server 2005

SharePoint 2007 Business Intelligence 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

SharePoint 2007 Business Intelligence Extract Transform and Load (ETL) –Updated DTS environment –More trustworthy and reliable –Development environment –Many out-of-the-box transforms Extensible –Custom tasks –Custom enumerations –Custom transformations –Custom data sources SQL Server Integration Services (SSIS)

SharePoint 2007 Business Intelligence Business Perspective –Data in different systems needs to be connected and related –Reporting often requires looking beyond more than one system IT Perspective –Provides the glue to connect systems SQL Server Integration Services (SSIS)

SharePoint 2007 Business Intelligence OLAP engine / Cubes Advanced business intelligence –KPI/Perspectives –Custom/limited aggregations and semi-additive measures Web services Data mining in the platform Integrated developer tools SQL Server Analysis Services (SSAS)

SharePoint 2007 Business Intelligence Business Perspective –Multi-dimensional views of information –Improved speed –Slicing and dicing IT Perspective –Stores predetermined aggregations –Reduces reporting load on transactional systems SQL Server Analysis Services (SSAS)

SharePoint 2007 Business Intelligence Reporting solution –Report authoring, management, delivery –Visual Studio.NET development environment –Report Builder –Integrates with SharePoint Reporting Services

SharePoint 2007 Business Intelligence Reporting Services Visual Studio.NET –For developers –Leverages.NET Report Builder –End user reporting –Ad-hoc Two Methods of Report Design

SharePoint 2007 Business Intelligence Demo

Microsoft Office SharePoint Server

SharePoint 2007 Business Intelligence Microsoft Office SharePoint Server 2007 (MOSS) Major component of Office System 2007 Web platform 6 major components –Business Intelligence –Business Process –Content Management –Search –Portal –Collaboration

SharePoint 2007 Business Intelligence SharePoint as a Platform Single infrastructure Multiple scenarios Single Infrastructure for Intranet, Internet, and Extranet Portals

SharePoint 2007 Business Intelligence Core Services Collaboration Discussions Calendars Presence Project Mgt Offline Operating System Services Web Parts | Personalization | Master Pages | Provider Framework (Navigation, Security…) Database servicesWorkflow servicesSearch services Content Mgt Authoring Approval Web Publishing Policy & Auditing Rights Mgt Retention Multi-Lingual Staging Portal MySites Targeting People Finding Social Networking Privacy Profiles Site Directory Search Indexing Relevance Metadata Alerts Customizable UX BPM Rich\Web Forms Biz Data Catalog Data in Lists LOB Actions Single Sign-On BizTalk Integ. BI Excel Services Report Center KPIs Dashboards SQL RS\AS Integ. Data Con. Library Site Model Rendering Templates Navigation Visual Blueprint Storage Repository Metadata Versioning Backup Security Rights\Roles Pluggable Auth. Per Item Rights Trimming Management Delegation Provisioning Monitoring Staging Topology Config. Mgmt. Farm Services Feature Policy Extranet APIs Fields\Forms OM and SOAP Events Deployment

SharePoint 2007 Business Intelligence Office 2007 Business Intelligence Investments Excel client Excel Services Dashboards Key Performance Indicators (KPI’s) Filter Web Parts Report Center/Report Library Business Data Catalog (BDC)

SharePoint 2007 Business Intelligence Excel 2007 Richer formatting Improved pivot Data connectivity

SharePoint 2007 Business Intelligence Analysis Services Data Mining Add-Ins for Office 2007 Excel 2007 data mining add-in –Connect to OLAP environment –Perform data mining right in Excel Visio data mining templates –Decision Tree

SharePoint 2007 Business Intelligence Demo

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 proliferation of Excel files

SharePoint 2007 Business Intelligence Excel Services – How does it work? 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

SharePoint 2007 Business Intelligence Example – Publishing from Excel to Excel Services End user creates spreadsheet in Excel 2007 Publishes it to SharePoint Excel Services Configures the view of the spreadsheet in SharePoint

SharePoint 2007 Business Intelligence Example – Create spreadsheet in Excel 2007

SharePoint 2007 Business Intelligence Example – Publish to Excel Services

SharePoint 2007 Business Intelligence Example – Connect Excel Web Access Web Part Only shows published sheet

SharePoint 2007 Business Intelligence Demo

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

SharePoint 2007 Business Intelligence 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.

SharePoint 2007 Business Intelligence 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

SharePoint 2007 Business Intelligence KPI Web Part Displays KPI’s in SharePoint List  Detail 

SharePoint 2007 Business Intelligence Demo

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

SharePoint 2007 Business Intelligence Filtering Data in SharePoint Used to filter data –Multiple filter types –Authored List –Business Data Catalog –Current User –Date –Query String (URL) –SharePoint List –SSAS –Text

SharePoint 2007 Business Intelligence Allows user to enter a list of values Manually entered into configuration Good for hard coded situations Authored List Filter Part

SharePoint 2007 Business Intelligence Leverages the Business Data Catalog (BDC) Allows user to search by entity in BDC Good for filters requiring relational data Business Data Catalog Filter Part

SharePoint 2007 Business Intelligence 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 Part

SharePoint 2007 Business Intelligence Allows user to specify a date Different types of defaults Specific date Offsets from today Date Filter Part

SharePoint 2007 Business Intelligence 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

SharePoint 2007 Business Intelligence 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 Part

SharePoint 2007 Business Intelligence Leverages SQL Server 2005 Analysis Services User selects dimension Great for reusing existing dimensions defined in SSAS SSAS Filter Part

SharePoint 2007 Business Intelligence Business Data Catalog Expose Data to SharePoint Custom Line of Business Data Database or Web Services Can be used as metadata Automatically provides lookup functions

SharePoint 2007 Business Intelligence SharePoint Business Data Catalog (BDC) Expose Data to SharePoint Custom Line of Business Data Database or Web Services Can be used as metadata Search Data

SharePoint 2007 Business Intelligence Demo

Bringing it all together in SharePoint Business Intelligence Filters KPI’s Excel Services

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

SharePoint 2007 Business Intelligence How is PPS Structured? Planning Business Modeler Excel Add-in Dashboard Designer

SharePoint 2007 Business Intelligence Q & A

SharePoint 2007 Business Intelligence Resources Microsoft Business Intelligence Resources: Microsoft SQL Server Data Mining Add-Ins for Office 2007: 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%20Inte lligence%20Whitepaper%20Jan docx 3d37e2be82e7/SQL%20Server%202005%20and%20Office2007%20Business%20Inte lligence%20Whitepaper%20Jan docx Microsoft SQL Server 2005 Reporting Services Add-in for Microsoft SharePoint Technologies: 0C B AE8C84&displaylang=enhttp:// 0C B AE8C84&displaylang=en Microsoft SQL Server Reporting Services (SSRS) - Installation/Configuration Guide for SharePoint Integration Mode (file download):