Download - Business Intelligence
Business IntelligenceSharePoint Saturday, New Jersey
Susan Lennon, [email protected] Sr ConsultantMicrosoft Consulting Services
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Business Intelligence Agenda Introductions SharePoint 2010 and 2013 BI Features Demos Resources
ManageBuild
DiscoverOrganize
SHAREShare
SharePoint BI Features
Business Intelligence is the process by which you gain insight into a business by collecting data in a way that makes it easy for end users to understand and analyze the data to support business decision making.
Business Intelligence solutions are also known as decision support systems
The basic premise of a business intelligence solution is that something has to be measureable for it to be manageable.
Business Intelligence
What are Reports?A report is the presentation of data transformed into formatted and organized information according to specific business requirements
What is a Scorecard?
• A scorecard measures performance against goals.
• A scorecard displays graphic indicators that visually convey the overall success or failure of an organization in its efforts to achieve a particular goal.
BI Elements
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What are Key Performance Indicators or KPIs?A KPI is a metric that is tied to a target. The KPI usually represents how far away a metric is from its pre-determined target.
What are Indicators?Indicators, sometimes called icons, are graphical elements that give visual cues about performance.
What is a Dashboard?A dashboard is a container for various types of reports, including scorecards. Visual displays of information needed to achieve one or more objectives
BI Elements
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Visual Data Exploration - Decomposition trees allow data explorationNew in SharePoint 2010Available by right clicking data in browser (Analyze -> Decomposition Tree )
Allows filtering\expanding across dimensionsAllows faster and more relevant visualization of data
BI Elements
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Excel ServicesSharePoint Status IndicatorsChart Web PartsVisio ServicesAccess ServicesPerformance Point and SQL Server Reporting Services
SharePoint 2010 BI Tools and Applications
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SharePoint 2010 BI ArchitectureSharePoint 2010 Enterprise Features
• CHART Web Parts makes it easy to view Performance information at a glance.
• CHART Web part are Quick and Easy to create
• Chart Web Part can connect with various Data Sources• Can Connect to another Web Part• Connect to a SharePoint List• Connect to BCS and Excel Services
• Familiar Chart Types are supported• Bar Chart, Area, Line, Pie, Bubble Chart, Financial,
Radar, Range, Boxplot, Funnel, Pyramid and Error Charts
SharePoint 2010 Chart Web Part
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Business Intelligence – SharePoint 2013
Explore Visualize ControlEasily combine data from any source to create fully interactive reports and insights with guided exploration
Visually discover and share insights for collaborative decision making across the organization
Manage self-service BI with control & compliance for end user created assets
Explore
Combine and analyze large datasets
Summarize data and discover trends
Instantly preview charts and pivot tables
Model analytical requirements from various data sources
Define relationships, hierarchies and KPIs
Get suggestions on chart types based on your data
Preview your graphs, formatting and KPIs
Analyze trends and timelines
Quickly navigate through your data
VisualizePerform interactive data exploration
Share reports with your colleagues
Work together to make decisions on dashboards
Fine tune your reports with chart and view filters
Visualize your insights with interactive charts
Share your Excel workbooks in the web
Use slicer targets to optionally filter dashboard items
Interact with your workbook with all of the rich features of the Excel client in the browser
Preview reports for quick reference
Search for reports and expertise
ControlConsolidate and simplify management
Manage spreadsheet integrity and compliance
Manage your BI assets with powerful tools
Simplify IT tasks with centralized settings
Assess your workbook for errors and risks
Track changes for regulatory compliance
Excel Interactive ViewExcel Interactive View is a new technology, powered by Excel Services, that generates Excel table and chart views on-the-fly, in the browser, from an HTML table hosted on a web page
Power BI for Office 365
Summary
Resources 2010 BI Architecture: http://technet.microsoft.com/en-us/library/ff475895(v=office.14).aspx
Excel Services 2010: http://technet.microsoft.com/en-us/library/ee424401(v=office.14).aspx
2010 Enterprise Features: http://technet.microsoft.com/en-us/library/cc261946(v=office.14).aspx
New in 2013: http://technet.microsoft.com/en-us/library/jj542395.aspx
SSRS and SP 2010: http://technet.microsoft.com/en-us/library/ff945790(v=office.14).aspx
Changes from 2010 to 2013: http://technet.microsoft.com/en-us/library/ff607742.aspx
2013 BI Center: http://
office.microsoft.com/en-us/sharepoint-server-help/getting-started-introduction-to-the-business-intellig
ence-center-HA101809949.aspx
Create a BI Center: http://
office.microsoft.com/client/15/help/preview?AssetId=HA104046016&lcid=1033&NS=SPOStandard&V
ersion=15&CTT=5&origin=HA104046017
Excel Services: http://technet.microsoft.com/en-us/library/jj219751(office.15)
Create PPS Connection: http://technet.microsoft.com/library/ff191196.aspx
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Resources Create PivotTable:
http://office.microsoft.com/client/15/help/preview?AssetId=HA102897373&lcid=1033&NS
=SPOStandard&Version=15&CTT=5&origin=HA102772329
BI Scenario for 2013: http://technet.microsoft.com/en-US/sharepoint/fp142398
PPS Overview: http://technet.microsoft.com/en-us/library/ee424392(office.15)
SSRS Overview: http://technet.microsoft.com/en-us/library/ms159106(sql.110)
Visio Services Overview: http://technet.microsoft.com/en-us/library/ee663485(office.15)
2013 Demos: https://www.microsoftofficedemos.com/Overview.aspx
Power BI for Office 365: http://
blogs.office.com/b/office-news/archive/2013/07/08/announcing-power-bi-for-office-365.asp
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Princeton SharePoint user groupDifferent SharePoint discussions
each month on various topics. Announced on meetup.com
Meets 4th Wednesday of every month
6pm – 8pmInfragistics Office 2 Commerce Drive, Cranbury, NJhttp://
www.meetup.com/princetonSUGhttp://www.princetonsug.com
Thank You Event Sponsors
• Platinum & Gold sponsors have tables here in the Fireside Lounge
• Please visit them and inquire about their products & services
• To be eligible for prizes make sure your bingo card is signed by all Platinum/Gold
Demos