SharePoint 2007 Business Intelligence

SharePoint 2007 Business Intelligence
SharePoint Business Intelligence
Agenda
What is Business Intelligence? Microsofts Business Intelligence Offering
SQL Server 2005
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
What is 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?
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
CRM Marketing Campaign Mgmt Call Center Internet
Intelligence is data with relevance and context
Financial/ Accounting Procurement HR
Inventory
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
Business Intelligence Statistics

BI Use by Small and Mid Market Companies
48% - Using 10% - Planning to implement solution in 2007. 40% - Not using Don't know 2%
Source: Forrester Research Inc., 2006 survey
Microsofts BI Strategy
Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions
ajor investment area everage familiar tools such as the Office System and SharePoint uilt on top of SQL Server 2005
Types of Business Intelligence
Microsoft Tools for Business Intelligence
End User Applications
Business ProClarity Scorecard PerformancePoint Server 2007 Analytics 6 Manager 2005 Office SharePoint Server 2007 Office Excel 2007 SQL Server 2005 Integration Services SQL Server 2005 Analysis Services SQL Server 2005 Reporting Services
BI Platfor m
SQL Server 2005
Data Warehousing 101
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. Its 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.
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.
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, SIC Codes, Date/Time, etc. that will be used to summarize data.

Data Warehouse
ETL Process: Extract, Transform, & Load
Property Management System Corporate Accounting System CRM/ Contacts System Human Resource /Payroll System Work Order System Forecasting/ Planning System
Reporting Platform Reports
Cubes Data Elements Facts/Dimension Metadata
Analysis Platform
Ad hoc Queries
Business Intelligence Portal

End Users Computing Device
Excel, PDF, DOC
Performance Management Platform
Analytics/ Scorecards
Microsoft SQL Server 2005
SQL Server 2005 Business Intelligence
Integrate
Data acquisition from source systems and integration Data transformation and synthesis
Analyze
Data enrichment, with business logic, hierarchical views Data discovery via data mining
Report
Data presentation and distribution Data access for the masses
SQL Server Integration Services (SSIS)

Extract Transform and Load (ETL)
Updated DTS environment More trustworthy and reliable Development environment Many out-of-the-box transforms
Extensible
Custom Custom Custom Custom tasks enumerations transformations data sources
SQL Server Integration Services (SSIS)

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 systems
SQL Server Analysis Services (SSAS)

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)

Business Perspective
Multi-dimensional views of information Improved speed Slicing and dicing Stores predetermined aggregations Reduces reporting load on transactional systems
IT Perspective
Reporting Services
Reporting solution
Report authoring, management, delivery Visual Studio .NET development environment Report Builder Integrates with SharePoint
Two Methods of Report Design

Visual Studio .NET
For developers Leverages .NET
Report Builder
End user reporting Ad-hoc
Demo
Microsoft Office SharePoint Server
Microsoft Office SharePoint Server 2007 Major component of (MOSS)

Office System 2007 Web platform 6 major components Business Intelligence Business Process Content Management Search Portal Collaboration
SharePoint as a Platform
Single infrastructure Multiple scenarios
Collaboration
Discussions Calendars E-Mail Presence Project Mgt Offline
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
Core Services
Management Delegation Provisioning Monitoring Staging Security Rights\Roles Pluggable Auth. Per Item Rights Trimming Storage Repository Metadata Versioning Backup Topology Config. Mgmt. Farm Services Feature Policy Extranet Site Model Rendering Templates Navigation Visual Blueprint APIs Fields\Forms OM and SOAP Events Deployment
Web Parts | Personalization | Master Pages | Provider Framework (Navigation, Security) Database services Search services Operating System Services Workflow services
Office 2007 Business Intelligence Investments

Excel client Excel Services Dashboards Key Performance Indicators (KPIs) Filter Web Parts Report Center/Report Library Business Data Catalog (BDC)
Excel 2007
Richer formatting Improved pivot Data connectivity
Analysis Services Data Mining Add-Ins for Office 2007

Excel 2007 data mining add-in
Connect to OLAP environment Perform data mining right in Excel
Visio data mining templates

Decision Tree
Demo
Excel Services What is it?

New server technology in MOSS 2007 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
Excel Services How does it work?

Web rendering Zero-footprint Interactive
Excel 2007
Design and author BI Abilities Visualization
Publish Spreadsheets
View and Interact
Browser
Export/Snapshot into Excel Programmatic Access
Excel 2007
MOSS 2007
Protect, Share & Reuse Spreadsheets
Spreadsheets stored in document libraries Server calculation and rendering External data retrieval and caching
Custom applications

Open snapshots Open full spreadsheet
Set & get spreadsheet values Perform calculations Retrieve full workbook file
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
Example Create spreadsheet in Excel 2007
Example Publish to Excel Services
Example Connect Excel Web Access Web Part
nly O
lish b pu s ow sh
ed
t ee sh
Demo
The Report Center

SharePoint 2007 Site Template Repository for reports Includes many features Sample KPIs Dashboard Pages Excel Web Access Report Library Report Calendar Filter web parts
SSRS Reports in SharePoint

Report Library SQL 2005 Service Pack 2 Report viewer web part Publish Reports to SharePoint Leverage features of SharePoint
Versioning Workflow Etc.
Demo
Key Performance Indicator (KPI) List

List template Graphically displays KPIs Use to track metrics Data from multiple sources
SharePoint Lists Excel Services SQL Analysis Services 2005 Manually entered
KPI Web Part

Displays KPIs in SharePoint
List
Detail
Demo
Dashboard Pages in the Report Center

SharePoint page Create individual dashboards Contains a number of different parts Content Editor Contact Details Filter Actions Excel Web Access KPI Summary Link
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
Authored List Filter Part

Allows user to enter a list of values Manually entered into configuration Good for hard coded situations
Business Data Catalog Filter Part

Leverages the Business Data Catalog (BDC) Allows user to search by entity in BDC Good for filters requiring relational data
Current User Filter Part

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
Date Filter Part

Allows user to specify a date Different types of defaults Specific date Offsets from today
Query String Filter Part

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
SharePoint List Filter Part

Pulls value from SharePoint list User can define the value field Good for using other lists in the site to drive filters
SSAS Filter Part

Leverages SQL Server 2005 Analysis Services User selects dimension Great for reusing existing dimensions defined in SSAS
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
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
Demo
Bringing it all together in SharePoint
Excel Services
Filters
KPIs
Business Intelligence
What is PerformancePoint Server 2007?

Business analytics Financial reporting Consolidation Planning Budgeting Forecasting Scorecard management
How is PPS Structured?

Planning Business Modeler Excel Add-in Dashboard Designer
Q&A
Resources

Microsoft Business Intelligence Resources: http://www.microsoft.com/bi/ Microsoft SQL Server Data Mining Add-Ins for Office 2007: http://www.microsoft.com/sql/technologies/dm/addins.mspx PerformancePoint Server 2007: http://office.microsoft.com/en-us/performancepoint/FX101680481033.aspx 2007 Microsoft Office System BI Integration with SQL Server 2005 (file download): http://download.microsoft.com/download/c/5/9/c5955aa6-97e4-4b30-9b15-3d37e2be82e7/SQ Microsoft SQL Server 2005 Reporting Services Add-in for Microsoft SharePoint Technologies: http://www.microsoft.com/downloads/details.aspx?familyid=1E53F882-0C16-4847-B331-1322 Microsoft SQL Server Reporting Services (SSRS) - Installation/Configuration Guide for SharePoint Integration Mode (file download): http://blogs.msdn.com/sharepoint/attachment/4194088.ashx

SharePoint 2007 Business Intelligence

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SharePoint Business Intelligence