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See Beyond the Numbers: Data Visualization in SharePoint 2010

Chris McNulty. SharePoint Practice Lead, KMA. Working with SharePoint technologies since 2000/200120 years consulting and financial services technology (Santander, John Hancock, GMO, State Street)Write and speak often on Microsoft information worker technologies (book out this month!)Microsoft MC

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See Beyond the Numbers: Data Visualization in SharePoint 2010

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    1. SharePoint Saturday Boston September 2010 Chris McNulty, Sadie Van Buren See Beyond the Numbers: Data Visualization in SharePoint 2010

    4. Full-service IT consulting firm established in 1995 28 employees: Partner, PM, Analyst, Developer, QA Industry expertise and focus: Professional Services, Life Sciences & Financial Services Microsoft technology focus: Microsoft Certified Partner since 1995 / Microsoft Gold Certified Partner since 2004 Working with SharePoint technologies since 2001 Specialties in Collaboration: Portals, Communities and Content Management Insight: Enterprise Search and Business Intelligence Productivity: Forms and Office Client Customization, Mekko Graphics (ISV) Leading systems integration firm founded in January 1996 More than 350 blue chip clients Subsidiary of Open Text with local office in Waltham Publicly traded on Toronto Stock Exchange (OTEX) Microsoft Gold Certified partner with six competencies Have delivered solutions built on the SharePoint and .NET platforms since their inception in 2001 Additional partnerships with Oracle, EMC Documentum, SAP, and BMC Software About me Regional focus Distilled information worker platforms MSFT (SharePoint, BI, EPM) Collaboration – Portals, Insight Search BI Productivity forms, office custom, mekkoAbout me Regional focus Distilled information worker platforms MSFT (SharePoint, BI, EPM) Collaboration – Portals, Insight Search BI Productivity forms, office custom, mekko

    5. Agenda Goals, Terms & Surrounding Technology Complexity Levels of These Solutions Technology Overview and Demos Simple List and Chart Excel Services Power Pivot Pivot SQL Server Reporting Services (SSRS) Performance Point 2010 Mapping Summary Resources Question and Answer Period Contact Information TO BE UPDATEDTO BE UPDATED

    6. Keep?Keep?

    7. Complexity Levels of These Solutions Show of hands!Show of hands!

    8. Goals for BI Design Answering the known questions about our business Allowing users to self-discover patterns and answers to questions we haven’t yet been asked

    9. Terms BCS – Business Connectivity Services SSRS – SQL Server Reporting Services Cube – a prebuilt matrix of data aggregations, hosted in SQL Server Analysis Services Project Dallas – Microsoft initiative to create publicly subscribed data services hosted on Azure and accessed via WCF, PowerPivot, etc. (http://www.sqlazureservices.com) Pivot - Interaction model that accommodates the complexity and scale of a massive collection of information

    10. SharePoint BI Evolution Refer to other sessions!Refer to other sessions!

    11. SharePoint Charting Native to SharePoint (Web Part) Code-free solution – uses web part and native lists SVBSVB

    12. SharePoint Charting Data sources Other Lists (Site Collection) BCS/Business Data Catalog Excel Services Standard Types Bar, Area, Line, Bubble, Financial, Pie, Radar, Polar, Gantt, Range, Error Bar, Box Plot, Funnel, Pyramid Typical use - quick visualization of SharePoint data Quick tip – use the wizard SVBSVB

    14. Excel Services Use the world’s #1 BI modeling tool Render data, charts, interface using native Excel components (e.g. Slicers) Data stored in Excel CMCM

    15. Excel Services Host a presentation layer using Excel Services Closely related to Excel Web Access Use native SharePoint Status Indicators (KPIs) Can also work with lists Render Excel 2010 functions (e.g. Slicers) without Excel 2010 on all clients Use when users are skilled in Excel modeling and charting and data lives in spreadsheets Quick tip: understand SSA’s CMCM

    16. PowerPivot “Project Gemini” – host 1-10MM row datasets Excel and SharePoint components Data doesn’t live in spreadsheet Released with SQL Server 2008 R2 but doesn’t explicitly require the R2 Engine CMCM

    17. PowerPivot Like Excel Web Access except underlying data can be sourced from: SQL, Analysis Services Cube, SSRS Report Access Power Pivot/Excel Data Feeds (XML, Atom, Azure, WCF OData, Dallas) Oracle, Teradata, Sybase, DB2 ODBC Text files Excel optimized to handle data management and memory cache locally SharePoint builds cache and optimizes for server web access Use when Excel modeling skills are high but data is too large or too heterogeneous to keep in multiple Excel spreadsheets Quick tip: www.powerpivotgeeks.net CMCM

    19. Business Connectivity Services Read write access to external data sources in SP2010 (aka Business Data Connectivity) Pull data into SharePoint user interface Push data into external sources CMCM

    20. Business Connectivity Services Native Support for data from SQL, .NET, Windows Communication Frameworks (e.g. Dallas) Configured through SharePoint Designer 2010 Republish data to consuming applications (e.g. Outlook 2010) Use when key data lives outside SharePoint direct control – e.g. accounting systems Quick tip: Secure Store Service is needed CMCM

    21. Pivot “Interact with massive amounts of data in ways that are powerful, informative, and fun” Interaction model that accommodates the complexity and scale of information rather than the traditional structure of the Web Create a “collection”- underlying schema is CXML or Collection XML. View in SharePoint via Silverlight viewer Complexity: Excel tool available Tip: http://getpivot.com SVB – Created by Microsoft Live LabsSVB – Created by Microsoft Live Labs

    22. Medical imaging, people, products Medical imaging, people, products

    23. SQL Server Reporting Services (SSRS) “Code free” but requires development tools Designed using Business Intelligence Developer Studio Host in SQL Server or SharePoint CMCM

    24. SQL Server Reporting Services (SSRS) Reports run and render in SSRS Engine Deploy reports to “native” SQL server or SharePoint integrated mode Reuse in SharePoint and Dashboard interface Export contents to Excel, Word, etc. Use when some reports are printed, multipage, etc. CMCM

    25. Project Dallas Azure-based public data subscriptions Addressed through OData/XML Query/view download Samples available now at http://www.sqlazureservices.com TIP: Sample data sets are limited in CTP

    26. PerformancePoint 2010 Dashboard Designer (browser downloadable) Integrates Excel Services, SSRS, and Performance Point Elements CMCM

    27. PerformancePoint 2010 Sophisticated self service modeling Decomposition Tree Ideal for SSAS but also work with standard data sources (lists, SQL) Requires true SQL development to build and maintain SSAS cubes for KPIs and scorecards CMCM

    29. Mapping IDC reports that nearly 80% of business data has a location component Make business tools as engaging as what’s on the web Use cases: Customer base / trade areas Routing and shipping Targeted marketing Supply chain & disruption resolution SVBSVB

    30. Mapping SVB PLACEHOLDER SLIDE If needed – case study – Teekay Shipping Vessel Pool extranet – MOSS 2007 & MapPoint View vessel locations and technical specifications Monitor shipping performance Get financial reports Access timely data via a usable interface SVB PLACEHOLDER SLIDE If needed – case study – Teekay Shipping Vessel Pool extranet – MOSS 2007 & MapPoint View vessel locations and technical specifications Monitor shipping performance Get financial reports Access timely data via a usable interface

    31. Silverlight 4 application that uses a RESTful call to the Yahoo mapping API. Under the covers is using LINQ to post to a Telerik map control. The Telerik control can link to mapping services like Bing or OpenStreets. Uses zip code and country fields from our data to get the longitude & latitude.Silverlight 4 application that uses a RESTful call to the Yahoo mapping API. Under the covers is using LINQ to post to a Telerik map control. The Telerik control can link to mapping services like Bing or OpenStreets. Uses zip code and country fields from our data to get the longitude & latitude.

    32. Summary

    33. 2010 BI Solutions in SharePoint

    34. Resources - General From Microsoft: Business Intelligence: http://www.microsoft.com/bi/ SharePoint 2010 site: http://sharepoint.microsoft.com SharePoint Team Blog: http://blogs.msdn.com/sharepoint/default.aspx BI Blog: http://blogs.msdn.com/b/bi/

    35. Resources: Mapping Bing Developer Center & Bing Maps Customer Gallery: http://www.microsoft.com/maps/developers/ Bing Maps Blog: http://www.bing.com/community/blogs/maps/ GIM International – online magazine of geomatics: http://www.gim-international.com/index.php

    36. Resources: Pivot Microsoft Live Labs Pivot site http://www.getpivot.com/ Pivot Viewer control for Silverlight: http://www.silverlight.net/learn/pivotviewer/ Pivot Collection Gallery: http://www.getpivot.com/collections/

    37. Questions? Contact Us Ask the Experts Prizes!

    38. Thank you… Contact Chris: Email cmcnulty@kma-llc.net Blog http://blogs.kma-llc.net/microknowledge Twitter http://twitter.com/cmcnulty2000 LinkedIn http://www.linkedin.com/in/cmcnulty Contact Sadie: Email svanburen@burntsand.com Blog http://amatterofdegree.typepad.com/a_matter_of_degree/ Twitter http://twitter.com/sadalit LinkedIn http://www.linkedin.com/in/sadalit

    39. Thanks for coming – This is our 5th meeting Great attendance (never below 40!)Thanks for coming – This is our 5th meeting Great attendance (never below 40!)

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