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AGENDA

Welcome to the Delaware Valley SharePoint User Group Russ Basiura SharePoint Consultant RJB Technical Consulting www.rjbtech.com http://www.sharepointspecialists.com/ russ@rjbtech.com. AGENDA. Quick Intro Announcements Russ Basiura – Business Intelligence Round Table Q & A.

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AGENDA

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  1. Welcome to the Delaware Valley SharePoint User GroupRuss BasiuraSharePoint ConsultantRJB Technical Consultingwww.rjbtech.comhttp://www.sharepointspecialists.com/russ@rjbtech.com

  2. AGENDA • Quick Intro • Announcements • Russ Basiura – Business Intelligence • Round Table Q & A

  3. Introductions DVSUG Sponsor • RJB Technical Consulting (www.rjbtech.com) • Delaware Valley based consulting company • Microsoft Partner • Practice Area focused on SharePoint and Information Worker Technologies • Office 2007, SharePoint 2007 Private Beta Partner

  4. User Group Goal / Objectives • Build 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

  5. www.dvsug.org • Website for user group • SharePoint resource documents • SharePoint resource websites links • RSS Feeds • Meeting Schedule • Past User Group Presentations • Blogs • Live Meetings / Webex • Discussions • V3 to be released for February meeting registration !!

  6. Upcoming Schedule • Next Meeting • March 28th 5:30 PM to 8:30 PM • MOSS Web Content Management • Russ Basiura • Microsoft Greater PA Office, Malvern, PA • Ongoing Schedule • Last Wednesday of every month • 5:30 PM to 8:30 PM • Microsoft Greater PA Office, Malvern, PA

  7. Local Events • Philly Information Worker Conference • Dates : May 10th and 11th • Location : TBD • Microsoft Truck 10 – 2 both days • Hands on Labs • Vendor Expo

  8. Microsoft Office System Server (MOSS) 2007 Business Intelligence

  9. Microsoft Business Intelligence Improving organizations by providing business insights to allemployees leading to better, faster, more relevant decisions Complete and integrated BI offering Widespread delivery of intelligence through Microsoft Office Enterprise grade and affordable

  10. Business Intelligence Leverage 4 Existing Technologies Excel SQL 2005 SharePoint ScoreCard Manager (Performance Point)

  11. AnalyticApplications End-userTools BIPlatform Business Intelligence Business Scorecarding(BSM) Microsoft OfficeSharePoint Server 2007 End-user Analysis(Excel) SSIS SSAS SSRS SQL RDBMS

  12. Microsoft SQL Server 2005 The BI Platform behind Microsoft Office SharePoint Server 2007

  13. Note: I changed builds and added logos – change colors so we get 3 distinct colors Integrate Analyze Report SQL Server 2005Business Intelligence Data acquisition from source systems and integration Data transformation and synthesis Data enrichment, with business logic, hierarchical views Data discovery via data mining Data presentation and distribution Data access for the masses

  14. What Is Excel Services?

  15. Excel 2007 Excel 2007client Customapplications Excel Services View and Interact Thin renderingin browser Author and Publish Spreadsheets Open Spreadsheet/Snapshot Web ServicesAccess Authoring Exploration and Consumption

  16. Excel Services Spreadsheet rendering in your browser

  17. Excel Services Security • Part of Microsoft Office SharePoint Server 2007 • Auditing, versioning, and more • Server-side Excel spreadsheet calculation • Safe and secure • Escape “spreadsheet hell”

  18. One Version Of The Truth • Plus, protecting your proprietary data

  19. Value Of Excel On The Server • Provide a secure, centrally managed single version of the truth • Protect proprietary information • Incorporate spreadsheets in dashboards • Utilize servers to offload calculations • Use Excel authored business logic in business applications and processes

  20. Excel Services Architecture • Web front-end • SharePoint UI • HTML rendering + web services • Application server • Loads spreadsheets, refreshes data, calculates • Maintains state for interactivity • File + query caches for performance • SharePoint Server 2007 provides • Solution platform • Store: Spreadsheets, connection files • Management: Settings, UI, scripting • Security: Authentication, authorization • Single box or multi-tier • Independent scale-out

  21. Excel Services In A Cluster Excel Services on WindowsServer Compute Cluster Edition Excel Services Excel 2007 Desktop Servers Clusters

  22. Excel Services In Dashboards • Fully interoperable with SharePoint Filter web parts • Multiple views on data • Worksheet view • Named item view • Interactive • Virtually 100% visual fidelity rendering • No ActiveX • 100% DHTML and JavaScript

  23. Building A Dashboard • Creating a corporate sales dashboard

  24. Excel Services Web Services • Web service allows for custom application development • Easy to use • Keep business logic in Excel workbooks on the server

  25. Custom Application • Build a mortgage sales web part using the web services

  26. Excel Services Summary • Secure, server based rendering and calculation of Excel workbooks • Scalable • Visual fidelity with no Active X • Custom applications via web services • Biggest release of Excel ever

  27. Report Center And Dashboards In Microsoft Office SharePoint Server 2007

  28. BI Business Goals • Easily communicate and track goals • How is my sales pipeline? • How are inventory levels? • Make BI available to information workers • Everyone needs to make better decisions • Everyone needs better information • In the tools they already know • Reuse and enhance existing spreadsheets, reports and scorecards • Bring Business Intelligence, Collaboration and Enterprise Content Mgmt together

  29. Office 2007 BI Benefits • Author • Using Excel, Designer and SharePoint • Automatically updated data • Control • One view of the data • Share & Analyze • Interactive web pages support filtering • Optimized and personalized • Integrated • Used on any SharePoint page • Benefit from workflow, approval, etc. • Integration with external applications

  30. Office 2007 BI Investments • Excel client/Excel Services • Dashboards • Key Performance Indicators • Filter Web Parts • Report Center/Report Library • Big bets… • SQL Server 2005 (the DB, SSAS, SSIS & SSRS) • Information Workers

  31. What Is A Dashboard?

  32. So, What Are Dashboards, Again? • Enable guided and optimized analysis • Aggregate workbooks, reports, scorecards, etc. • Make the information relevant • Annotate data with additional information

  33. Key Performance Indicators • Key Performance Indicators (KPIs) defined • IWs can communicate goals and drive results • Simple to create • Use the portal and team site environmentsyou already know • No code, no IT required • Support KPI types from simple toenterprise class • Team focused – manual, SharePoint list,Excel workbook • Enterprise – SQL Server 2005 Analysis Services • Enterprise features – multiple columns

  34. KPIs In Office And SQL Server SharePoint Dashboard Framework Shared Page Filtering Personal Views • Office SharePointServers • KPI in Lists • Ad-Hoc KPIs • Team Management • Excel Client andExcel Services • KPIs in Workbooks • Flexible formatting • KPI Pivoting • SQL ReportingServices • KPIs in BandedReports • Scheduling • Extensible ReportDevelopment • BusinessScorecard Manager • KPIs in Scorecards • SQL AS KPI Authoring • Flexible Output • Enterprise manageability SQL Analysis Services KPI Storage and Execution

  35. Key Performance Indicators

  36. Filter Web PartsScenarios • One size does not fit all – dashboards need to be made relevant to the user • Filter for eastern region, last quarter • Automatically show just your customers when you load page

  37. Dashboard Filtering

  38. OOB Filter value sources User entered value Authored list SharePoint list SQL Server 2005 Analysis Services Bus. Data Catalog SharePoint profile Query string OOB Display Options Type in value Pick from list Tree view Hidden Extensibility Custom providers& consumers Standard interfacesthat ship in WSS Filter Web Parts

  39. Web Parts That Filter • Office SharePoint Server 2007 • Excel Services • KPI List • Business Data Catalog Item & List • WSS List view • FrontPage Data View • SQL Server 2005 Reporting Services • The ecosystem • Cross Microsoft effort with more to come • …and more from partners!

  40. BI Integration • Integrate existing applications • Custom filter provider • Custom filter consumer • ASP.NET 2.0 Interfaces

  41. Custom Filters

  42. Report Center • BI hub for Office SharePoint Server 2007 • Make new BI features easy to discover & use • Provide a template for successful BI portals • A document library tuned for “reports” • Excel workbooks, SSRS reports, etc. • Bring BI, collaboration & ECM together • All BI features are availablethroughout portal

  43. Report Center And Report Library

  44. Frequently Asked Questions • I’ll bet dashboards are really difficult to create…

  45. Building A Dashboard

  46. Report Center And Dashboards • Help you… • Track and communicate goals • Reuse & enhance existing BI assets • Enable IWs to realize the potential of BI • Bring BI, collaboration & ECM together • Microsoft Office SharePoint Server 2007 delivers… • OOB BI functionality into SharePoint • An integration with Microsoft BI servers • Easy to use tools for IWs • KPIs, Dashboards, Filter Web Parts, Report Center

  47. Business Intelligence Tips • Plan business dashboards carefully

  48. Questions??

  49. Round Table Discussion

  50. Giveaways and Close

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