Share Point 2007 Business Intelligence October 23 th

Share. Point 2007 Business Intelligence October 23 th, 2008 Neil Iversen - Inetium

Agenda • Introductions • What is Share. Point? • Share. Point Business Intelligence features • Performance. Point Server 2007 (PPS) Integration with Share. Point • Q&A

Inetium • • • Microsoft Gold Certified Partner Systems Integrator (SI) Locations – – • • • Headquarters in Minneapolis, MN New location in Omaha, NE Started in 1998 ~100 Employees Run several Share. Point User Groups – – • Practice Areas – – – Information Worker Networking / Infrastructure Application Development CRM IT Strategy Real Estate Vertical Minnesota Share. Point User Group Minneapolis Office Developers Interest Group (MODIG) Iowa Share. Point User Group Nebraska Share. Point User Group www. inetium. com

What is Share. Point? • Web based platform for: – Business productivity – Information management – Applications • Includes many capabilities – Portals – Collaboration – Search – Content Management – Business Processes – Business Intelligence

How is Share. Point Used? Platform for multiple solutions Intranet Extranet Business Portals Process Intelligence Composite Public Internet Applications Sites

Analytic Applications End User Application Data Platform Performance Point Share. Point Server SQL Server Integration Services (SSIS) Excel SQL Server Analysis Services (SSAS) SQL Server Relational Database SQL Server Reporting Services (SSRS)

Where does Share. Point fit? Reporting and Analysis • • Performance Management • Excel 2007 / Excel Services • Performance Point Server 2007 • Share. Point KPI’s Data Warehousing • SQL Server • Analysis Services (SSAS) • Integration Services (SSIS) Reporting Services (SSRS) Pro. Clarity / Performance. Point Share. Point Report Center Excel 2007 / Excel Services

Building Blocks of Share. Point • Sites – Web site framework – Multiple templates • Pages – Individual web pages – Added to sites – Multiple templates

Building Blocks of Share. Point (cont. ) • Libraries – Content repository for documents – Library templates – Metadata – Item level security • Lists – Content repository for list items – Item level security

Building Blocks of Share. Point (cont. ) • Web Parts – Modular components that expose functionality / data – Configurable – Many out of the box web parts • Content editor • Page viewer • more – Core component of extensible framework • Custom web parts

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

Dashboard Pages in Report Center • Share. Point page • Create individual dashboards • Contains a number of different parts – Content Editor – Contact Details – Filter Actions – Excel Web Access – KPI – Summary Link

Share. Point 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

Excel Services How does it work? Thin rendering in browser View and Interact Author and Publish Spreadsheets Open Spreadsheet/Snapshot Excel 2007 Web Services Access Excel 2007 client Custom applications Authoring Exploration and Consumption

Demo

SSRS Reports in Share. Point • Report Library • SQL 2005 Service Pack 2 • Report viewer web part • Publish Reports to Share. Point • Leverage features of Share. Point – Versioning – Workflow – Etc.

Demo

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

KPI Web Part • Displays KPI’s in Share. Point List Detail

Demo

Share. Point KPI Lists • • List template Graphically displays KPI’s Use to track metrics Data from multiple sources – Share. Point Lists – Excel Services – SQL Analysis Services 2005 – Manually entered

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

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

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

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

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

Demo

Searching Data in Share. Point • Expose Data to Share. Point • Database or Web Services • Make data searchable – – Published entities Customers Products Etc.

Demo

Bringing it all Together in Share. Point Dashboard Filters KPI’s Excel Services

Performance. Point Server 2007 Multiple Points of Integration • PPS 2007 Dashboards in Share. Point • Using Share. Point Lists / Excel Services for data in PPS 2007 scorecards • Share. Point PPS 2007 Dashboard Item Web Part

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

How is PPS Structured? • Planning Business Modeler • Excel Add-in • Dashboard Designer

PPS Dashboard Designer • Dashboard Designer Components – Dashboard – Scorecard – KPI’s – Reports – Data sources – Indicators • Publish PPS dashboards directly to Share. Point

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

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 Share. Point • Can be used in conjunction with other web parts – Share. Point core parts – Other BI web parts – more

Demo

In Summary • Share. Point provides many business intelligence features – Reporting – Analysis – Performance Management • Integration with multiple tools – Excel – SQL Reporting Services – Performance. Point Server – More

Resources • • • Microsoft Business Intelligence Resources: http: //www. microsoft. com/bi/ Performance. Point Server 2007: http: //office. microsoft. com/enus/performancepoint/FX 101680481033. aspx 2007 Microsoft Office System BI Integration with SQL Server 2005 (file download): http: //download. microsoft. com/download/c/5/9/c 5955 aa 6 -97 e 4 -4 b 30 -9 b 153 d 37 e 2 be 82 e 7/SQL%20 Server%202005%20 and%20 Office 2007%20 Business%20 Intelligence %20 Whitepaper%20 Jan 312007. docx Microsoft SQL Server 2005 Reporting Services Add-in for Microsoft Share. Point Technologies: http: //www. microsoft. com/downloads/details. aspx? familyid=1 E 53 F 882 -0 C 16 -4847 -B 331132274 AE 8 C 84&displaylang=en Microsoft SQL Server Reporting Services (SSRS) - Installation/Configuration Guide for Share. Point Integration Mode (file download): http: //blogs. msdn. com/sharepoint/attachment/4194088. ashx Share. Point Version Comparison – Find out what features of Share. Point are in each version: http: //www. sharepointmn. com/User%20 Group%20 Presentations/Which%20 Share. Point%20 technology%20 is%20 right%20 for%20 you. pdf

Q&A