http:// www.sharepointia.com

1. Welcome to the Iowa SharePoint User Group August 5, 2009 SharePoint and Business Intelligence Neil Iversen http://www.sharepointia.com

2. User Group Goal / Objectives Develop and support 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 http://www.sharepointia.com

3. Introductions – IASPUG Sponsors Inetium (www.inetium.com) Technology consulting company NSI Partner Status (National Systems Integrator) Practice area focused on SharePoint Microsoft (www.microsoft.com) http://www.sharepointia.com

4. www.sharepointia.com Website for user group SharePoint resource documents SharePoint resource links RSS Feeds Meeting Schedule Past User Group Presentations www.sharepointia.com http://www.sharepointia.com

5. Upcoming Schedule Next Meeting September 2nd 8:30 AM to 11:30 AM Topic: TBD Check www.sharepointia.com for updates! Ongoing Schedule 1st Wednesday of every month 9:00 to 11:30 am TBD http://www.sharepointia.com

6. Posts & News SharePoint 2010 Sneak Peek http://sharepoint.microsoft.com/2010/Sneak_Peek/Pages/default.aspx Office 2010 Technical Preview http://www.microsoft.com/office/2010/ SharePoint Conferencehttp://www.mssharepointconference.com/Pages/default.aspx http://www.sharepointia.com

7. Business Intelligence Social Networking

8. Agenda What is BI? Exploring the Stack SharePoint and BI Performance Point http://www.sharepointmn.com

9. What is BI? Business Intelligence Core Definition Making smarter decisions using data Buzzword Compliant http://www.sharepointmn.com

10. Why do we need BI? BI is based on Data Data is growing rapidly across all organizations There’s probably something useful in all that data….don’t you wish you could find it? http://www.sharepointmn.com

11. Core Business Reasons Driving BI Common Refrain “Better access to data” But what does that mean? Unified view of the organization Single source of truth Simplify reporting needs across multiple groups http://www.sharepointmn.com

12. Key Areas of Business Intelligence

13. Analytic Applications Performance Point End User Application Custom Code 3rd Party SharePoint Server SharePoint Server Excel SQL Server Integration Services (SSIS) SQL Server Analysis Services (SSAS) SQL Server Reporting Services (SSRS) Data Platform SQL Server Relational Database

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

15. 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 Integration Services (SSIS)

16. 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)

17. What is a Cube? Souped Up Excel Pivot Table Measures and Dimensions Measures Are Measurable $27, 4,000 Units Sold, 65 Returned, 5 Days Processing Dimensions Filters for your cube, attributes of the data Sold December 2008, Manufactured October 2008, Product Line B, Minneapolis, Bob’s Purchase Parlor http://www.sharepointmn.com

18. But that’s not all! Fast Performance Data structures encourage Ad Hoc reporting Encourages Unified Dimensions across All Data http://www.sharepointmn.com

19. Business Perspective Multi-dimensional views of information Improved speed Slicing and dicing IT Perspective Stores predetermined aggregations Reduces reporting load on transactional systems SQL Server Analysis Services (SSAS)

20. Reporting solution Report authoring, management, delivery Visual Studio .NET development environment Report Builder Integrates with SharePoint Reporting Services

21. Reporting Services Visual Studio .NET For developers Leverages .NET Report Builder End user reporting Ad-hoc Two Methods of Report Design

22. Demo More Discussion

23. Where does SharePoint fit?

24. SharePoint Report Center SharePoint 2007 Site Template Starting point for SharePoint BI Repository for reports Includes many features Dashboard Pages Excel Web Access Report Library Report Calendar Filter web parts Integration with other tools

25. Dashboard Pages in 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

26. 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.

27. Demo More Discussion

28. Key Performance Indicator (KPI) List List template Graphically displays KPI’s Use to track metrics Data from multiple sources SharePoint Lists Excel Services SQL Analysis Services 2005 Manually entered

29. KPI Web Part Displays KPI’s in SharePoint List  Detail 

30. Demo More Discussion

31. Break More Discussion

32. SharePoint Excel Services Web based version of Excel Thin client (browser) view of Excel spreadsheets Published spreadsheets can connect to external data Designed to cut down on proliferation of Excel files and outdated data

33. How does it work? Excel 2007 Excel 2007client Customapplications Excel Services Thin renderingin browser View and Interact Author and Publish Spreadsheets Open Spreadsheet/Snapshot Web ServicesAccess Authoring Exploration and Consumption

34. Demo More Discussion

35. SharePoint Filters Used to filter data on a page Multiple filter types Authored List Business Data Catalog Current User Date Query String (URL) SharePoint List SSAS Text

36. Current User Filter 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

37. Date Filter Part • Allows user to specify a date • Different types of defaults • Specific date • Offsets from today

38. 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

39. Analysis Services (SSAS) Filter Leverages SQL Server 2005 Analysis Services User selects dimension Great for reusing existing dimensions defined in SSAS

40. Bringing it all Together in SharePoint Dashboard Filters KPI’s Excel Services

41. Demo More Discussion

42. PerformancePoint Server 2007 Multiple Points of Integration • Now included with Enterprise Features (CAL) • PPS 2007 Dashboards in SharePoint • Using SharePoint Lists / Excel Services for data in PPS 2007 scorecards • SharePoint PPS 2007 Dashboard Item Web Part

43. What is PerformancePoint Server 2007? • Business analytics • Financial reporting • Consolidation • Planning • Budgeting • Forecasting • Scorecard management

44. PPS Dashboard Designer Dashboard Designer Components Dashboard Scorecard KPI’s Reports Data sources Indicators Publish PPS dashboards directly to SharePoint

45. PPS Scorecards using SharePoint Lists Dashboard Designer to build scorecards Connect to data in SharePoint Lists Can also connect to Excel Services Beneficial when backend database doesn’t exist Rapid deployment Scenario: Customer / Employee satisfaction survey results

46. PPS Dashboard Item Web Part Web part that comes with PPS 2007 Displays individual PPS dashboard items from published PPS dashboards Create different layouts in SharePoint Can be used in conjunction with other web parts SharePoint core parts Other BI web parts more

47. Demo More Discussion

48. Review What is BI? BI Stack SharePoint’s Role in BI Performance Point http://www.sharepointmn.com

49. Thanks for coming! http://www.sharepointmn.com