1. Welcome to the Delaware Valley SharePoint User Group Russ Basiura SharePoint Consultant RJB Technical Consulting www.rjbtech.com http://www.sharepointspecialists.com/ russ@rjbtech.com

2. Delaware Valley SharePoint User Group www.DVSUG.org AGENDA Quick Intro Announcements Russ Basiura – Business Intelligence Round Table Q & A

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

4. Delaware Valley SharePoint User Group www.DVSUG.org 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

5. Delaware Valley SharePoint User Group www.DVSUG.org www.dvsug.org 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 !!

6. Delaware Valley SharePoint User Group www.DVSUG.org 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

7. Delaware Valley SharePoint User Group www.DVSUG.org 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

8. Delaware Valley SharePoint User Group www.DVSUG.org Microsoft Office System Server (MOSS) 2007 Business Intelligence

9. Delaware Valley SharePoint User Group www.DVSUG.org 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

10. Delaware Valley SharePoint User Group www.DVSUG.org Business Intelligence Leverage 4 Existing Technologies 1.Excel 2.SQL 2005 3.SharePoint 4.ScoreCard Manager (Performance Point)

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

12. Delaware Valley SharePoint User Group www.DVSUG.org Microsoft SQL Server 2005 The BI Platform behind Microsoft Office SharePoint Server 2007

13. Delaware Valley SharePoint User Group www.DVSUG.org 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

14. Delaware Valley SharePoint User Group www.DVSUG.org What Is Excel Services?

15. Delaware Valley SharePoint User Group www.DVSUG.org 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

16. Delaware Valley SharePoint User Group www.DVSUG.org Excel Services Spreadsheet rendering in your browser

17. Delaware Valley SharePoint User Group www.DVSUG.org 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”

18. Delaware Valley SharePoint User Group www.DVSUG.org One Version Of The Truth Plus, protecting your proprietary data

19. Delaware Valley SharePoint User Group www.DVSUG.org 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

20. Delaware Valley SharePoint User Group www.DVSUG.org 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

21. Delaware Valley SharePoint User Group www.DVSUG.org Excel Services In A Cluster DesktopServersClusters Excel Services Excel Services on Windows Server Compute Cluster Edition Excel 2007

22. Delaware Valley SharePoint User Group www.DVSUG.org 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

23. Delaware Valley SharePoint User Group www.DVSUG.org Building A Dashboard Creating a corporate sales dashboard

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

25. Delaware Valley SharePoint User Group www.DVSUG.org Custom Application Build a mortgage sales web part using the web services

26. Delaware Valley SharePoint User Group www.DVSUG.org 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

27. Delaware Valley SharePoint User Group www.DVSUG.org Report Center And Dashboards In Microsoft Office SharePoint Server 2007

28. Delaware Valley SharePoint User Group www.DVSUG.org 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

29. Delaware Valley SharePoint User Group www.DVSUG.org 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

30. Delaware Valley SharePoint User Group www.DVSUG.org 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

31. What Is A Dashboard?

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

33. Delaware Valley SharePoint User Group www.DVSUG.org 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

34. Delaware Valley SharePoint User Group www.DVSUG.org 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

35. Delaware Valley SharePoint User Group www.DVSUG.org Key Performance Indicators

36. Delaware Valley SharePoint User Group www.DVSUG.org 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

37. Delaware Valley SharePoint User Group www.DVSUG.org Dashboard Filtering

38. Delaware Valley SharePoint User Group www.DVSUG.org 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

39. Delaware Valley SharePoint User Group www.DVSUG.org 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!

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

41. Delaware Valley SharePoint User Group www.DVSUG.org Custom Filters

42. Delaware Valley SharePoint User Group www.DVSUG.org 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

43. Delaware Valley SharePoint User Group www.DVSUG.org Report Center And Report Library

44. Delaware Valley SharePoint User Group www.DVSUG.org Frequently Asked Questions I’ll bet dashboards are really difficult to create…

45. Delaware Valley SharePoint User Group www.DVSUG.org Building A Dashboard

46. Delaware Valley SharePoint User Group www.DVSUG.org 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

47. Delaware Valley SharePoint User Group www.DVSUG.org Business Intelligence Tips 1.Plan business dashboards carefully

48. Delaware Valley SharePoint User Group www.DVSUG.org Questions??

49. Delaware Valley SharePoint User Group www.DVSUG.org Round Table Discussion

50. Delaware Valley SharePoint User Group www.DVSUG.org Giveaways and Close