1. SharePoint 2007 Business Intelligence SharePoint Business Intelligence Randy Williams, MVP MOSS Synergy Corporate Technologies rwilliams@synergyonline.com

2. SharePoint 2007 Business Intelligence Who is Synergy? Global company with offices in USA, UK, Australia and Singapore Premier SharePoint consulting –Architecture, Implementation, Development, Design SharePoint Training –Custom-crafted curriculum –Three, one-week technical (Master) courses –Three, one-day end-user courses –Offered through COMAT in Singapore http://www.synergyonline.com/sg

3. SharePoint 2007 Business Intelligence Agenda What is Business Intelligence? Microsoft’s Business Intelligence Offering –SQL Server 2005/2008 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

4. 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?

5. SharePoint 2007 Business Intelligence What is Business Intelligence?

6. 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

7. 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

8. SharePoint 2007 Business Intelligence Business Intelligence Statistics Are you currently deploying BI in your organization? Source: WiseAnalytics, 2008 survey

9. 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 & 2008 Performance Management is a key growth area

10. 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

11. SharePoint 2007 Business Intelligence Microsoft Tools for Business Intelligence Reporting Services (SSRS) 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 / 2008 Analysis Services (SSAS) Integration Services (SSIS) Data Warehousing

12. SharePoint 2007 Business Intelligence Office SharePoint Server 2007 SQL Server SQL Server Integration Services SQL Server Reporting Services BIPlatform End User Applications SQL Server Analysis Services Office Excel 2007 Business Scorecard Manager 2005 ProClarity Analytics 6 PerformancePoint Server 2007 SQL Server 2005 SQL Server 2008

13. SharePoint 2007 Business Intelligence Data Warehousing Basics

14. 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. 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.

15. 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.

16. 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, Date/Time, etc. that will be used to summarize data.

17. 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

18. SharePoint 2007 Business Intelligence Microsoft SQL Server

19. SharePoint 2007 Business Intelligence SQL Server 2005/08 – 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

20. 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)

21. 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 back ends SQL Server Integration Services (SSIS)

22. 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)

23. 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)

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

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

26. SharePoint 2007 Business Intelligence Microsoft Office SharePoint Server

27. 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

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

29. SharePoint 2007 Business Intelligence Core Services Collaboration Discussions Calendars E-Mail 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

30. SharePoint 2007 Business Intelligence SharePoint Demo

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

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

33. SharePoint 2007 Business Intelligence Excel Services – What is it? New server technology in MOSS 2007 Enterprise 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

34. 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

35. 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

36. SharePoint 2007 Business Intelligence Example – Create spreadsheet in Excel 2007

37. SharePoint 2007 Business Intelligence Example – Publish to Excel Services

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

39. SharePoint 2007 Business Intelligence Excel Services Demo

40. SharePoint 2007 Business Intelligence 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

41. SharePoint 2007 Business Intelligence SSRS Reports in SharePoint Report Library SQL 2005 Service Pack 2, or SQL Server 2008 Report viewer web part Publish Reports to SharePoint Leverage features of SharePoint –Versioning –Workflow –Etc.

42. SharePoint 2007 Business Intelligence Reporting Services Demo

43. SharePoint 2007 Business Intelligence 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

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

45. SharePoint 2007 Business Intelligence KPI Demo

46. SharePoint 2007 Business Intelligence SharePoint page Create individual dashboards Contains a number of different web parts Content Editor Filter Actions Excel Web Access KPI Reporting Services Others Dashboard Pages in the Report Center

47. 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

48. 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

49. 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

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

51. 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

52. 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

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

54. 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

55. 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

56. 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

57. SharePoint 2007 Business Intelligence Business Data Catalog Demo

58. SharePoint 2007 Business Intelligence Bringing it all together in SharePoint Filters KPI’s Excel Services

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

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

61. SharePoint 2007 Business Intelligence Latest Update on PPS Merging with MOSS Enterprise Customers with MOSS Enterprise license can now get PPS for free Stand-alone product no longer available for purchase

62. SharePoint 2007 Business Intelligence Performance Point Demo

63. SharePoint 2007 Business Intelligence Q&A

64. Resources Microsoft Business Intelligence Resources: http://www.microsoft.com/bi/http://www.microsoft.com/bi/ Microsoft SQL Server Data Mining Add-Ins for Office 2007: http://tinyurl.com/qldrdw http://tinyurl.com/qldrdw PerformancePoint Server 2007: http://tinyurl.com/y7nbjnhttp://tinyurl.com/y7nbjn Everything You Need to Know About Business Data Catalog (SharePoint Magazine articles): http://sharepointmagazine.net/author/randywilliamshttp://sharepointmagazine.net/author/randywilliams SQL Server 2008 Business Intelligence: http://tinyurl.com/pamdvvhttp://tinyurl.com/pamdvv Microsoft SQL Server 2008 Reporting Services Add-in for Microsoft SharePoint Technologies: http://tinyurl.com/p3l4huhttp://tinyurl.com/p3l4hu Microsoft SQL Server Reporting Services (SSRS) - Installation/Configuration Guide for SharePoint Integration Mode (file download): http://tinyurl.com/cxxkdn http://tinyurl.com/cxxkdn

65. SharePoint 2007 Business Intelligence Thank You