Welcome to the Minnesota SharePoint User Group April 8 th, 2009 SharePoint and Business Intelligence Neil Iversen Meeting # 54

Agenda Introductions Business Intelligence – Part 1 Break Business Intelligence – Part 2 Q&A Drawings !!

User Group Goal / Objectives 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

Introductions – MNSPUG Sponsors Inetium ( Technology consulting company Microsoft Gold Certified Partner Practice area focused on SharePoint New Horizons – Minnesota ( Microsoft Gold Certified Partner Training on many technologies Microsoft (

Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations

Upcoming Schedule Next Meeting May 13 th 9:00 AM to 11:30 AM - MNSPUG’s 5 th Anniversary!! Topics – Check for updates!: SharePoint Workflows and Business Process Using SharePoint to Reengineer your business processes and trim costs – Best Buy Case Study (Sarah Haase) Lunch ‘n’ Learn – TBD Ongoing Schedule 2 nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office

Announcements Microsoft SharePoint Designer – is now FREE!! Lunch ‘n’ Learn TODAY talking about this SharePoint Team Blog: download.aspx Another good post: download.aspxhttp:// 10 Free Themes Post with images: Microsoft Link: 09ad22641f3a ad22641f3a

Local Events Minneapolis Office Developer Interest Group Custom Workflow Actions for SharePoint Designer Tuesday, April 28th 5:30 PM United Properties Learning Center – see website for details:

Book Deals Manning Press – Now through April 30, 2009 Use code: sharepointug 45% off the following books: SharePoint 2007 Developer’s Guide to Business Data Catalog by Brett Lonsdale and Nick Swan SharePoint Server 2007 Survival Guide by Penelope Coventry SharePoint 2007 Site Administrator’s Handbook by Yvonne Harryman Available now through the Manning Early Access Program. In Print September

Conferences TechEd 2009 – May 11-15, Los Angeles, CA SharePoint Conference 2009 – October 19-22, Las Vegas, NV

Presentation More Discussion

Agenda What is BI? Exploring the Stack SharePoint and BI Performance Point

What is BI? Business Intelligence Core Definition Making smarter decisions using data Buzzword Compliant

Why do we need BI? BI is based on Data Data is growing rapidly across all organizations There’s probably something useful in all that data….don’t you wish you could find it?

Core Business Reasons Driving BI Unified view of the organization Single source of truth Simplify reporting needs across multiple groups

Key Areas 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

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 Custom Code SharePoint Server

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)

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)

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)

What is a Cube? Souped Up Excel Pivot Table Measures and Dimensions Measures Are Measurable $27, 4,000 Units Sold, 65 Returned, 5 Days Processing Dimensions Filters for your cube, attributes of the data Sold December 2008, Manufactured October 2008, Product Line B, Minneapolis, Bob’s Purchase Parlor

But that’s not all! Fast Performance Data structures encourage Ad Hoc reporting Encourages Unified Dimensions across All Data

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)

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

Visual Studio.NET – For developers – Leverages.NET Report Builder – End user reporting – Ad-hoc Two Methods of Report Design

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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

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

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.

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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 

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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

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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

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

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

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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

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

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Review What is BI? BI Stack SharePoint’s Role in BI Performance Point

Drawings

Thanks for coming!