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DAT221 Office SharePoint 2007 “lights up” Business Intelligence

DAT221 Office SharePoint 2007 “lights up” Business Intelligence Grant Paisley MVP SQL Server A ngry K oala grant @ angrykoala.com.au I have seen the light … Agenda Microsoft ’ s BI Strategy M icrosoft O ffice S harePoint S erver 2007 MOSS 2007 – what do I get Demos

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DAT221 Office SharePoint 2007 “lights up” Business Intelligence

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  1. DAT221Office SharePoint 2007“lights up” Business Intelligence Grant Paisley MVP SQL Server Angry Koala grant @ angrykoala.com.au

  2. I have seen the light…

  3. Agenda Microsoft’s BI Strategy Microsoft Office SharePoint Server 2007MOSS 2007 – what do I get Demos Excel and Excel Services KPI’s Build a dashboard BI Filtering Business Data Catalog

  4. Business Intelligence “turning data into knowledge” Why? • better decisions What is the difference between a • right decision • wrong decision • bad decision? A bad decision is an uninformed decision

  5. Complete and integrated BI offering Widespread delivery of intelligence through Microsoft Office Enterprise grade and affordable Microsoft Business IntelligenceVision and strategy Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions

  6. Integrated Offering Analytic Applications End-user Tools BI Platform Business Scorecarding (BSM) Microsoft Office SharePoint Server 2007 End-user Analysis (Excel) SSIS SSAS SSRS SQL RDBMS

  7. SharePoint Investment Areas Platform ServicesWorkspaces, Mgmt, Security, Storage, Topology, Site Model Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Docs/tasks/calendars, blogs, Wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists Business Intelligence Collaboration Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Rich and Web forms based front-ends, LOB actions, pluggable SSO Business Process &Forms Portal Content Management Search Integrated document management, records management, and Web content management with policies and workflow Enterprise scalability, contextual relevance, rich people and business data search

  8. What customers want • Easily communicate and track goals • BI for information workers • Reuse existing spreadsheets, reports…

  9. 2007 Office System BI Investments Excel client/Excel Services Key Performance Indicators Dashboards Filter Web Parts Report Center / Report Library Business Data Catalog

  10. Excel & Excel Services

  11. Excel On Servers“Challenges” • To many versions of the truth • Can’t easily share • Hard to protect proprietary information • Notscalable

  12. Excel ServicesOverview High quality web rending Zero-footprint Interactive: Set parameters, sort, filter, explore Limit to browser access Browser Excel 2007 View and Interact Publish Spreadsheets Design and author Export/Snapshot into Excel Excel 2007 Programmatic Access Open in Excel for rich exploration and analysis Open snapshots SharePoint platform and Excel services Spreadsheets stored in document libraries Spreadsheet calculation and rendering External data retrieval and caching 100% calculation fidelity Customapplications Set values, perform calculations, get updated values via web services Retrieve full workbook file

  13. Excel and SharePoint ServerGet more out of the #1 BI front end Best with Microsoft SQL Server 2005 Easily find trends in dataExcel Conditional Formatting Knowledge, Discovery & Insight Excel 2007 offers complete support for SQL Server 2005 Analysis Services Dashboards and Web PartsEasily create powerful BI portals Report CenterCentralize storage of business reports

  14. Excel Services Zero-footprint, interactive, browser access to spreadsheets Pivot Tables KPIs from SQL Graphs & Charts Table Formatting

  15. Excel & Excel Services

  16. Excel Services Summary • Secure, server based rendering and calculation of Excel workbooks • Scalable • Custom applications via web services • Biggest release of Excel ever

  17. Key Performance Indicators

  18. KPIs are: Expression and visualization of a strategy Entry point to analysis for most business users Reduces the risk of providing raw data or data in large volumes Key Performance Indicators Microsoft KPIs are: • Visual • Multidimensional • Contextual / ‘trended’ • Centrally managed

  19. KPI’s and KPI lists

  20. Report Center and Dashboard BI hub for the Microsoft 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 together BI, collaboration, Enterprise Content Management

  21. Filtering

  22. 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

  23. 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

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

  25. KPI’s DashboardsFiltering

  26. Business Data Catalog

  27. Business Data Catalog (BDC)Connects Office servers to business data Web Parts Lists Search User Profiles Custom Apps List store Search Index ProfileStore Metadata Business Data Catalog WS Proxy ADO.NET Web Service Database Microsoft BizTalk, SAP, Siebel, Legacy, … SQL Server, Oracle, OLEDB, ODBC

  28. Business Data Catalog

  29. You asked us to help you… Track and communicate goals Reuse & enhance existing BI assets Enable IWs to realize the potential of BI Bring BI, collaboration & ECM together Recap - why

  30. 2007 Office system delivers… OOB BI in SharePoint Exposes all Microsoft BI in one place Author and publish with Excel Easy to use tools KPIs Dashboards Filter Web Parts Report Center Recap - how

  31. Call To Action Get the beta and start evaluating http://www.microsoft.com/office/preview Get the Customer DVD with HOLs and Tech Materials Get involved with the community New Community site –http://www.microsoft.com/sharepoint/community SharePoint blog –http://blogs.msdn.com/sharepoint/ Records Management blog –http://blogs.msdn.com/recman/

  32. Additional Information

  33. SSRS and the 2007 Office System Microsoft SQL Server 2005 Reporting Services (SSRS) is integrated with Windows SharePoint Services “v3” Seamless publishing, viewing and management of SSRS reports within Windows SharePoint Services One consistent location for BI Office SharePoint Server 2007 “light up”with SSRS Report Center integration Dashboards and Filter Web Parts Integration with document managementand workflow

  34. Document Library UI

  35. Viewing Reports (Full Screen)

  36. Report Properties (Parameters)

  37. Report Viewer Web Part

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