Zlatan Dzinic SharePoint MVP SMC Enterprise Session Code: OFS321 Agenda SharePoint 2010 Business Intelligence Challenges in BI and Performance Management Overview of the new BI features.
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Zlatan Dzinic SharePoint MVP SMC Enterprise Session Code: OFS321 Agenda SharePoint 2010 Business Intelligence Challenges in BI and Performance Management Overview of the new BI features in SharePoint 2010 Excel Services Excel Services and PowerPivot PerformancePoint Services Reporting Services and Report Builder Visio Services Solutions Business Intelligence Performance Management Feature comparison to competitive products Microsoft BI Solution Focus Areas of Business Intelligence Self-service and personal business intelligence Personal and self-service business intelligence is information available or delivered to people when they need it and in the desired format. IT may integrate a self-service business intelligence platform to reduce the backlog of requests. Typically there is little or no IT involvement. Business intelligence for the community People don’t work just as individuals but in groups and teams to complete projects. Business intelligence for the community delivers information that reflects this, providing business intelligence that focuses on the ability to promote collaboration, and rapid sharing of information to drive to a common decision. Organizational business intelligence Organizational business intelligence describes a set of tools that help people align their objectives and activities with overall company goals, objectives, and metrics. It is business intelligence that helps synchronize individual efforts by using scorecards, strategy maps, and other tools that connect to corporate data. Performance Management and BI according to Gartner Business Intelligence Pervasive: Strategic Tactical Opportunistic Performance Management Strategic: Operational: Focused: process efficiency or cost reduction Scope: Excel Department Measure improve business effectiveness Scope: integrated business execution and management. • Scope: • Scorecards, Analytics • Corporate Portal • Inter-departments Agility with change and innovation. Scope: Integrated corporate performance experience. Communicate actions about ‘one version of the truth’. Dashboards Interactive query Intra-department Optimize Decide and Manage Increasing business value Lead and Innovate Better Execute on Strategy Monitor What happened? What is happening? Analyze Why? Strategy Plan What will happen? What do I want to happen? Continuous business improvement, not just an annual exercise 6 Business Problem Scenario Unite disparate BI assets from across the enterprise HR Access reports, scorecards and dashboards for all businesses from one portal Finance Attain secure and centralized delivery with data level security Empower power users to publish BI using agile, self service model S&M Improve productivity, allowing users to locate, share and organize BI assets IT Unproductive Silos Sharing of unorganized and accessBI Wasteful challenges assets Inefficient Consolidate Share Organize Implement zero footprint deployment using thin client / browser Introducing Microsoft CBI Disconnected report catalogs for various back end Data Sources and different apps. DM for HR DM for business2 … DM for Business n Single Enterprise Catalog of Reports for all applications, regions and Microsoft BI Technologies Definition: A centrally hosted, secure, and personalizable BI Portal destination for scorecards, reports & business analysis One BI portal using: Enterprise Report Catalog • SharePoint Server 2007 • Performance Point • Excel Services • ProClarity • SharePoint Server 2010 * • PowerPivot • SQL Server • Reporting Services 2008 • Analysis Services 2008 Business groups expose the right information in agile manner with auto-group and security groups Report repository & report level security based on user’s security access Personalization, Targeting and BI Reporting Consolidation in Extranet and Corpnet * SharePoint 2010 with PowerPivot recently added to EDW Sandbox infrastructure and reports can be added to the CBI catalog 8 BI Capabilities & Tools used Standard Reports OLAP analytics and Ad-Hoc Reports Scorecards and Dashboards Excel 2010 Vision Top 10 Features … Conditional Formatting Sparklines Slicers Search Filters Named Sets More workbooks Client Fidelity Edit Collaboration REST Excel Services ‘14’ Interact, View, Interact & Edit Thin Rendering in Browser Open Spreadsheet or Snapshot Microsoft Office Excel 2007 Author and Publish Spreadsheets Internet Explorer, Firefox, Safari Authoring Excel 2007 Client Web Services, UDFs, UDFs JavaScript OM, & REST Custom Applications Exploration and Consumption Excel Services Zlatan Dzinic SharePoint MVP SMC Enterprise PowerPivot and Excel Services PowerPivot add-in for Excel PowerPivot add-in for SharePoint Excel and PowerPivot Add-in Excel 2010 is the end user's analyst's tool of choice for viewing, manipulating, performing analysis on, generating intelligence from, and creating reports about their organization's data. As the end user tool of Microsoft for Business Intelligence, Excel is where BI begins. Excel 2010 PowerPivot Add-in is an extension to Excel that adds support for large-scale data. It has an in-memory data store as an option for Analysis Services. Multiple data sources include corporate databases, worksheets, reports, and data feeds. Can publish to SharePoint Server 2010. Consider using Excel and PowerPivot Add-in when ... PowerPivot Add-in with Excel: You can combine native Excel 2010 functionality with the PowerPivot Add-in in-memory engine to allow users to interactively explore and perform calculations on large data sets. Use Excel and PowerPivot Add-in when you want to quickly manipulate millions of rows of data into a single Excel workbook for ad-hoc reports. Excel Services and PowerPivot Zlatan Dzinic SharePoint MVP SMC Enterprise What is PerformancePoint Services for SharePoint 2010? Business Intelligence dashboards What are BI dashboards? Visualizations Metrics Aggregate what? Content PerformancePoint Reports Data List 3rd Party PerformancePoint Services Zlatan Dzinic SharePoint MVP SMC Enterprise Reporting Services 2008 Enterprise Reporting Platform • Author Impactful Reports • • • • Manage any Workload • • • • Powerful Designers Flexible Report Layout Rich Visualizations Enterprise Scale Platform Central Deployment Strong Manageability Deliver Personalized Reports • • • Interactive Reports Rendering in the Format Users Want Delivery to Location Users Want Reporting Services • Empower End Users • • • • Share & Collaborate • • • • Timely access to information Intuitive authoring Powerful visualizations* Publish to SharePoint “Grab and Go” access* Componentize existing reports* Increase IT Efficiency • • • Central deployment & management Build reusable components for broad use* Deliver analytics data through reports* The Reporting Life Cycle Delivering Reports Runtime report rendering HTML, MHTML, Excel, PDF, TIFF, Word, CSV, XML Pull delivery: Report requested by user SharePoint document library and web parts Push delivery: Report delivered by Report Server Standard subscriptions Data-driven subscriptions Delivery to email, folder or document library Architecture SSRS 2008 R2 Add-In Install Report Server SharePoint 2010 WFE Reporting Services Add-in Report Report Viewer web management UI part Report Server in SharePoint Mode (2008 R2) SSRS Proxy SharePoint Object Model SharePoint Config / Content DB Security Extension Data Management SharePoint Object Model Report Sever DB Reporting Services and Report Builder Zlatan Dzinic SharePoint MVP SMC Enterprise REQUEST #1 Central location Never leave the browser No more dialogs! REQUEST #2 (1 hour later) Not just a snapshot in time Diagram only created once View existing data in context REQUEST #3 Free-form vector diagrams on your web pages Diagrams in context with other relevant data. VISIO SERVICES FEATURES Rendering Browser-agnostic Full Fidelity rendering using Down-level experience in PNG Visual Refresh of Data Diagrams Refresh diagrams connected to: Supports Kerberos, SSO & Unattended Auth. Automatic refresh VISIO SERVICES FEATURES SharePoint Integration Visio Web Access web part JavaScript Mash-up API Supports web part connections Administration Visio Services is a Shared Service Customizable in Central Admin & PowerShell Can tune performance to your hardware VISIO SERVICES Visio Services Zlatan Dzinic SharePoint MVP SMC Enterprise Twitter: @ZlatanDzinic Blog: http://dotnet.org.za/zlatan Resources www.microsoft.com/teched www.microsoft.com/learning Sessions On-Demand & Community Microsoft Certification & Training Resources http://microsoft.com/technet http://microsoft.com/msdn Resources for IT Professionals Resources for Developers Complete an evaluation on CommNet and enter to win an Xbox 360 Elite! © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.