SharePoint 2010-2013Business Intelligence

Paul Galvin, Portals & Collaboration Practice Lead, Slalom Consulting

David Drinkwine, SharePoint Architect, Slalom Consulting

11 OFFICES ● NYC BASED ● ALL ORGANIC GROWTH Competitive Advantage

Smart Pricing

Real Innovation

Innovative business and technology consulting

1700+employees

Flexible, client-focused delivery

Local, highly experienced teams

The Art and Science of WinningVisionary thinking. Local expertise.

High Productivity

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Microsoft’s Vision: Self Service BI

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Agenda

Microsoft’s BI Vision

Excel Services

Visio Services

PerformancePoint

Q & AThe Keys to the Kingdom

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Microsoft’s Vision:Self Service BI

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Continuously Adapting to Data From Everywhere

External DataEnterprise Apps

Excel Access & Ad Hoc Apps

The Problem:• Decision Makers need fresh,

innovative BI• They must manually integrate

multiple data streams• They must distribute the BI they

create

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• The Solution: The MS BI Stack

Users

SharePoint ServerBusiness Connectivity Services

Excel ServicesPerformancePoint

SQL Reporting Services

Analysis Services SQL Server Integration Services

PresentationTools

Data ManagementTools

• Separate Presentation and Data Management

• Give consumers and let them make their own BI

• Use tools that people have spent decades honing

• Place BI inline everywhere people actually work

• Multiple Authentication Models

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Enterprise

Standard Features, Plus• Access Services• Business Data Integration

with the Office Client• Business Data Web Parts• Business Intelligence

Center• Calculated KPIs• Chart Web Parts• Dashboards• Data Connection Library• Decomposition Tree• Deep Refinement• Excel Services• Excel Services and

PowerPivot for SharePoint

• PerformancePoint Services

• Visio Services

Foundation

Business Connectivity Services

Business Data Connectivity Service

External Data Column

External Lists

Out-of-the-Box Web Parts

Support for Office Web Apps

Standard

Foundation Features, Plus

Compliance Everywhere

Managed Metadata Service

Ratings

Search Scopes

Secure Store Service

Features by SharePoint Edition (2010 & 2013)

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The Keys to the Kingdom: Data Connection Libraries

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Governing Data Access

The Solution:Data Connection LibrariesReusable Library Entries = Single Point of Contact for Multiple Sources

Manage data access from a single location

Uses SharePoint Security to manage access through AD, SSO or other security

Problems:Multiple Data Sources = Multiple Security Schemas, Multiple Logins

Difficult to Manage - Data consumers must constantly negotiate with data providers to access data

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Excel ServicesWhat is it?

How is it used?

How does it work?

Demo

What’s new in 2013

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• Used for Analysis and Presentation

• Centralize the Use of a Spreadsheet

• Connect to External Data

• Web Based Interface (Thin Client)

• Integration with SharePoint Security to Control What Users See

• Allows for Server Based Calculations Excel Calculation Services)

• Leverage Your Enterprise’s Excel Expertise

What it’s not:

• A replacement for Excel

What is Excel Services?

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How is Excel Services used?

SharePointExcel Services

Data Source

Producer Consumer

1. Producer Creates Data Driven Spreadsheet in Excel

2. Producer Uploads Spreadsheet to SharePoint

3. Consumer Requests Data/Chart

4. Excel Services May refreshes diagram and may refresh data 5. Consumer

Views Data/Chart

• No Code• No Development

• Puts BI tools into the hands of the people who actually know the data

• Leverages existing Excel skillset

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How does Excel Services work?Web Front End

Excel Web Access Excel Web Services

Application Server

User Defined Functions

Excel Calculation Services

Internal and External Data SharePoint Document Libraries

Authenticated SharePoint User

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Demo

Excel Web Access&

Excel Web Services

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Sharing Documents

Once a connected spreadsheet is complete, deploying is as simple as uploading to a document library.

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Accessing Spreadsheets

Users can:

• Access other’s BI

• Collaborate on worksheets in real time

• Secure all or parts of a spreadsheet

• Refresh data on open, on a schedule, or as needed

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Embedding BI

Users don’t need to see the whole spreadsheet – using the Excel Web Access Web Part, all or parts of a spreadsheet can be easily added to a page.

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What’s New in 2013? In-Memory BI Engine (IMBI): The In Memory multidimensional data

analysis engine (IMBI) (also known as the Vertipaq engine, the same used by PowerPivot) allows for almost instant analysis of millions of rows.

• Power View Add-in for Excel: Enables users to visualize and interact with modeled data by using highly interactive visualizations, animations and smart querying. Users can present and share insights with others through rich storyboard presentation capabilities.

• Decoupled PivotChart and PivotTable reports: Create PivotChart reports without having to include a PivotTable report on the same page.

Trend analysis: Supports the ability to conduct trend analysis from cells in PivotTable reports that use OLAP data

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What’s New in 2013? (cont.)• Data exploration improvements: Explore data and conduct analysis in

Excel Services reports that use SQL Server Analysis Services data or PowerPivot data models.

• Field list and field well support: Enables people to easily view and change which items are displayed in rows, columns, values, and filters in PivotChart reports and PivotTable reports that have been published to Excel Services.

• Enhanced timeline controls: Excel Services supports timeline controls that render and behave as they do in the Excel client.

• Application BI Servers: Specify SQL Server Analysis Services servers to support more advanced analytic capabilities in Excel Services.

• Business Intelligence Center Update: The Business Intelligence Center site template has been streamlined. New look, easier to use.

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Visio ServicesHow is it used?

Demo

What’s new in 2013

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• Allows users to create and share dynamic Visio diagrams and

highly graphical interfaces

• Connect to External Data

• Web Based Interface (Thin Client)

• Integration with SharePoint Security to Control What Users See

• Leverage Your Enterprise’s Visio Expertise

• Integrate diagrams into SharePoint applications

What is Visio Services?

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How is Visio Services used?

SharePoint 2010 Visio Services

Data Source

Producer Consumer

1. Producer Creates Data Driven Diagram in Visio 2010

2. Producer Uploads Diagram to SharePoint

3. Consumer Requests Diagram

4. Visio Services Refreshes Data and Diagram

5. Consumer Views Diagram

• No Code Needed• No Development Needed

• Puts BI tools into the hands of the people who actually know the data

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Demo

Visio Services

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Using and Embedding Visio Diagrams

Using Visio Services is as simple as using Excel Services. Users can:

• Create their own data connected diagrams

• Upload diagrams to a SharePoint Document Library

• View and share all or part of a diagram

• Place diagrams anywhere using a Visio Web Access Web Part

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What’s New in 2013?Maximum Cache Size: A new service parameter, it is located on the Central Admininstration Visio Graphics Service Application Global Settings page. The default value is 5120 MB.

Health Analyzer rules: New corresponding Health Analyzer rules have been added to reflect the new Maximum Cache Size parameter.

Updated Windows PowerShell cmdlets, Set-SPVisioPerformance: This cmdlet has been updated to include the new Maximum Cache Size parameter.

Commenting on drawings supported: Users can add meaningful comments to a Visio Drawing (*.vsdx) collaboratively on the web via Visio Services in full page rendering mode.

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PerformancePointWhat is it?

How does it work?

Demo

What’s new in 2013

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What is PerformancePoint?• Displays dashboards within SharePoint

• Allows users to create rich, context-driven dashboards that aggregate data and content

• Allows for robust security to the end user

• Integrates with multidimensional data sources

• Includes a WYSIWIG Dashboard Designer:

• allows for secure access to limited data by data managers

• Allows dashboard creators to craft their own BI to publish to SharePoint

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How Does Performance Point Work?

Front End Server

Application Server

SP Content and Service Databases

Dashboard Designer

10%10%10%10%

10%

10%

10%10%10%10%

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Dashboards, Scorecards, Reports

Databases

OLAP

Web Services, et al.

Consumers

Data Manager

Prepared Data Sets

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Demo

PerformancePoint

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Step 1: Adding a Data Source

The initial process in dashboard creation is the creation of custom data sources. These sources can the be secured to specific people or groups as needed.

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Step 2: Dashboard Creation

Once data source is available, designers can utilize the data to create the charts, graphs, KPI’s and dashboards as they see fit. Once completed, they can publish the results to the SharePoint portal.

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Step 3: Viewing the Dashboard

PerformancePoint Dashboards can be placed in a dedicated BI site such as the BI Center, or placed in line with other collaborative functionality.

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What’s New in 2013?BI Center Update: The new BI Center is cleaner, and easier to use with folders and libraries configured for easy use.

Dashboard Migration: Users will be able to copy entire dashboards and dependencies, including the .aspx file, to other users, servers, or site collections.

Filter Enhancements & Filter Search: The UI has been enhanced to allow users to easily view and manage filters including giving users the ability to search for items within filters without having to navigate through the tree.

Support for Analysis Services Effective User: Eliminates the need for Kerberos delegation when per-user authentication is used for Analysis Services data sources.

PerformancePoint Support on iPad: PerformancePoint dashboards can now be viewed and interacted with on iPad devices using the Safari web browser.

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Recap

Separate the tasks of data management and BI generation

Let consumers participate in the creation of agile BI

Get out of the way of your enterprise

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Questions?

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© 2012 Slalom, LLC. All rights reserved. The information herein is for informational purposes only and represents the current view of Slalom, LLC. as of the date of this presentation.SLALOM MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.