agenda
DESCRIPTION
Welcome to the Delaware Valley SharePoint User Group Russ Basiura SharePoint Consultant RJB Technical Consulting www.rjbtech.com http://www.sharepointspecialists.com/ [email protected]. AGENDA. Quick Intro Announcements Russ Basiura – Business Intelligence Round Table Q & A. - PowerPoint PPT PresentationTRANSCRIPT
Welcome to the Delaware Valley SharePoint
User Group Russ Basiura
SharePoint ConsultantRJB Technical Consulting
www.rjbtech.comhttp://www.sharepointspecialists.com/
Delaware Valley SharePoint User Group
www.DVSUG.org
AGENDA
• Quick Intro• Announcements• Russ Basiura – Business Intelligence• Round Table Q & A
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
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
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 !!
Delaware Valley SharePoint User Group
www.DVSUG.org
Upcoming Schedule
• Next Meeting – March 28th 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
Delaware Valley SharePoint User Group
www.DVSUG.org
Local Events
• Philly Information Worker Conference– Dates : May 10th and 11th – Location : TBD– Microsoft Truck 10 – 2 both days– Hands on Labs– Vendor Expo
Delaware Valley SharePoint User Group
www.DVSUG.org
Microsoft Office System Server (MOSS) 2007
Business Intelligence
Delaware Valley SharePoint User Group
www.DVSUG.org
Improving organizations by Improving organizations by providing business insights providing business insights to to allall employees leading to employees leading to better, faster, more better, faster, more relevant decisionsrelevant decisions
Complete and integrated BI offering
Widespread delivery of intelligence through Microsoft Office
Enterprise grade and affordable
Microsoft Business Intelligence
Delaware Valley SharePoint User Group
www.DVSUG.org
Business Intelligence
Leverage 4 Existing Technologies
1.Excel2.SQL 20053.SharePoint4.ScoreCard Manager (Performance Point)
Delaware Valley SharePoint User Group
www.DVSUG.org
Microsoft OfficeMicrosoft OfficeSharePoint Server SharePoint Server
20072007
SQL RDBMSSQL RDBMS
SSISSSIS SSASSSAS SSRSSSRS
Business ScorecardingBusiness Scorecarding(BSM)(BSM)
End-user AnalysisEnd-user Analysis(Excel)(Excel)
BIBIPlatformPlatform
End-userEnd-userToolsTools
AnalyticAnalyticApplicationsApplications
Business Intelligence
Delaware Valley SharePoint User Group
www.DVSUG.org
Microsoft SQL Server 2005 The BI Platform behind Microsoft Office
SharePoint Server 2007
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
Integrate Analyze Report
Delaware Valley SharePoint User Group
www.DVSUG.org
What Is Excel Services?
Delaware Valley SharePoint User Group
www.DVSUG.org
Excel Services
Excel 2007Excel 2007
Thin Thin renderingrenderingin browserin browser
View and Interact
CustomCustomapplicationsapplications
Web ServicesAccess
Excel 2007Excel 2007clientclient
Open Spreadsheet/Snapsh
ot
Author and Publish Spreadsheets
Authoring
Exploration
and
Consumption
Delaware Valley SharePoint User Group
www.DVSUG.org
Excel Services
Spreadsheet rendering in your browser
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”
Delaware Valley SharePoint User Group
www.DVSUG.org
One Version Of The Truth
• Plus, protecting your proprietary data
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
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
Application ServerUser-Defined
FunctionsExcel Calculation
Services
Excel Web Access
Excel Web Services
Web Front End
External Data Sources
SharePoint ContentDatabase
Excel Workbooks
Excel Web Access
Excel Web Services
Web Front EndExcel Web
AccessExcel Web Services
Web Front End
Excel Web Access
Excel Web Services
Web Front EndExcel Web
AccessExcel Web Services
Web Front End
Excel Web Access
Excel Web Services
Web Front EndExcel Web
AccessExcel Web Services
Web Front End
Application ServerUser-Defined
FunctionsExcel Calculation
Services
Application ServerUser-Defined
FunctionsExcel Calculation
Services
Application ServerUser-Defined
FunctionsExcel Calculation
Services
Application ServerUser-Defined
FunctionsExcel Calculation
Services
Application ServerUser-Defined
FunctionsExcel Calculation
Services
Application ServerUser-Defined
FunctionsExcel Calculation
Services
Delaware Valley SharePoint User Group
www.DVSUG.org
Excel Services In A Cluster
DesktopDesktop ServersServers ClustersClusters
Excel Excel ServicesServices
Excel Services on WindowsExcel Services on WindowsServer Compute Cluster Server Compute Cluster
EditionEdition
Excel 2007Excel 2007
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
Delaware Valley SharePoint User Group
www.DVSUG.org
Building A Dashboard
• Creating a corporate sales dashboard
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
Delaware Valley SharePoint User Group
www.DVSUG.org
Custom Application
• Build a mortgage sales web part using the web services
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
Delaware Valley SharePoint User Group
www.DVSUG.org
Report Center And Dashboards In
Microsoft Office SharePoint Server 2007
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
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
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
What Is A Dashboard?
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
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 toenterprise class– Team focused – manual, SharePoint list,
Excel workbook– Enterprise – SQL Server 2005 Analysis Services– Enterprise features – multiple columns
Delaware Valley SharePoint User Group
www.DVSUG.org
KPIs In Office And SQL Server
SQL Analysis ServicesKPI Storage and Execution
Excel Client andExcel Services•KPIs in Workbooks
•Flexible formatting
•KPI Pivoting
Office SharePointServers•KPI in Lists
•Ad-Hoc KPIs
•Team Management
BusinessScorecard Manager•KPIs in Scorecards
•SQL AS KPI Authoring
•Flexible Output
•Enterprise manageability
SharePoint Dashboard Framework
Shared Page Filtering
Personal Views
SQL ReportingServices•KPIs in BandedReports
•Scheduling
•Extensible ReportDevelopment
Delaware Valley SharePoint User Group
www.DVSUG.org
Key Performance Indicators
Delaware Valley SharePoint User Group
www.DVSUG.org
Filter Web PartsScenarios
• 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
Delaware Valley SharePoint User Group
www.DVSUG.org
Dashboard Filtering
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
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!
Delaware Valley SharePoint User Group
www.DVSUG.org
BI Integration
• Integrate existing applications
• Custom filter provider
• Custom filter consumer
• ASP.NET 2.0 Interfaces
Delaware Valley SharePoint User Group
www.DVSUG.org
Custom Filters
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 availablethroughout portal
Delaware Valley SharePoint User Group
www.DVSUG.org
Report Center And Report Library
Delaware Valley SharePoint User Group
www.DVSUG.org
Frequently Asked Questions
• I’ll bet dashboards are really difficult to create…
Delaware Valley SharePoint User Group
www.DVSUG.org
Building A Dashboard
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
Delaware Valley SharePoint User Group
www.DVSUG.org
Business Intelligence Tips
1. Plan business dashboards carefully
Delaware Valley SharePoint User Group
www.DVSUG.org
Questions??
Delaware Valley SharePoint User Group
www.DVSUG.org
Round Table Discussion
Delaware Valley SharePoint User Group
www.DVSUG.org
Giveaways and Close