Share Point 2007 Business Intelligence Share Point Business

Share. Point 2007 Business Intelligence Share. Point Business Intelligence

Share. Point 2007 Business Intelligence Agenda • What is Business Intelligence? • Microsoft’s Business Intelligence Offering – SQL Server 2005 • SQL Server Reporting Services (SSRS) • SQL Server Analysis Services (SSAS) – Share. Point 2007 • • • Excel Services KPIs Business Data Catalog (BDC) Report Center Dashboards – Performance. Point Server 2007 – Q&A

Share. Point 2007 Business Intelligence What is Business Intelligence? “A broad category of applications and technologies for gathering, storing, analyzing, sharing and providing access to data to help enterprise users make better business decisions. ” – Gartner

Share. Point 2007 Business Intelligence What is Business Intelligence?

Share. Point 2007 Business Intelligence Why is Business Intelligence Growing in Importance? • The amount of corporate data is doubling every 2 -3 years • Barriers of entry (costs/technology) are being removed • Continued pressure on businesses to find efficiencies and new market opportunities, client expectations • More disparate data sources than ever before CRM Intelligence is data with relevance and context Call Center Marketing Campaign Mgmt Internet Financial/ Accounting Inventory Procurement HR

Share. Point 2007 Business Intelligence Key Business Drivers Behind BI Growth • Allow business users the ability to query and write reports • To simplify reporting across multiple transaction systems • To store historical data longer than you can/would in transaction system

Share. Point 2007 Business Intelligence Statistics • BI Use by Small and Mid Market Companies – – 48% - Using 10% - Planning to implement solution in 2007. 40% - Not using Don't know 2% – Source: Forrester Research Inc. , 2006 survey

Share. Point 2007 Business Intelligence Microsoft’s BI Strategy Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions • Major investment area • Leverage familiar tools such as the Office System and Share. Point • Built on top of SQL Server 2005 • Performance Management is a key growth area

Share. Point 2007 Business Intelligence Types of Business Intelligence Reporting and Analysis • Analyze information with familiar tools • Enabling end-users with ad hoc reporting capabilities • Share reports and analysis over the web Performance Management • Improve corporate performance • Accelerate management decision making • Enable collaborative analysis Data Warehousing • Integrate information from disparate sources • Store and manage vast amounts of detail data • Analyze information with an integrated view of your business

Share. Point 2007 Business Intelligence Microsoft Tools for Business Intelligence Reporting and Analysis • • Performance Management • Excel 2007 / Excel Services • Performance Point Server 2007 • Share. Point KPI’s Data Warehousing • SQL Server 2005 • Analysis Services (SSAS) • Integration Services (SSIS) Reporting Services (SSRS) Pro. Clarity Share. Point Business Data Catalog (BDC) Excel 2007 / Excel Services

Share. Point 2007 Business Intelligence End User Applications Business Pro. Clarity Analytics Scorecard Performance. Point Server 2007 6 Manager 2005 Office Share. Point Server 2007 Office Excel 2007 SQL Server 2005 Analysis Integration Services BI Platform SQL Server 2005 Reporting Services

Share. Point 2007 Business Intelligence Data Warehousing 101

Share. Point 2007 Business Intelligence What is a Data Warehouse? • A Data Warehouse is the main repository of an organization's historical data, its corporate memory. It contains the raw material of a company's business intelligence system. • It’s designed to store historical data • It brings information together from multiple source systems into a single data store. • The data is stored using special techniques that are optimized for analysis and reporting.

Share. Point 2007 Business Intelligence Extraction, Transformation & Loading (ETL) • The process of gathering data from the production systems, cleansing it, validating it and moving it into the Data Warehouse. This process can be considered part of the Data Warehouse Infrastructure.

Share. Point 2007 Business Intelligence Key Terms • Cubes: An enhanced storage mechanism that allows an end user to look at data from multiple perspectives. Think about pivot tables. • Facts: Numeric data we are evaluating (cost, count, etc. ) • Dimensions: Attributes like Geography, Marital Status, SIC Codes, Date/Time, etc. that will be used to summarize data.

Share. Point 2007 Business Intelligence Data Warehouse Corporate Accounting System CRM/ Contacts System Human Resource /Payroll System Work Order System Forecasting/ Planning System Excel, PDF, DOC ETL Process: Extract, Transform, & Load Property Management System Reporting Platform Reports Cubes Analysis Platform Data Elements Ad hoc Queries Business Intelligence Portal End Users Computing Device Facts/Dimension Metadata Performance Management Platform Analytics/ Scorecards

Share. Point 2007 Business Intelligence Microsoft SQL Server 2005

Share. Point 2007 Business Intelligence SQL Server 2005 – Business Intelligence Integrate • Data acquisition from source systems and integration • Data transformation and synthesis Analyze • Data enrichment, with business logic, hierarchical views • Data discovery via data mining Report • Data presentation and distribution • Data access for the masses

Share. Point 2007 Business Intelligence SQL Server Integration Services (SSIS) • 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

Share. Point 2007 Business Intelligence SQL Server Integration Services (SSIS) • 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

Share. Point 2007 Business Intelligence SQL Server Analysis Services (SSAS) • 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

Share. Point 2007 Business Intelligence SQL Server Analysis Services (SSAS) • Business Perspective – – – Multi-dimensional views of information Improved speed Slicing and dicing • IT Perspective – – Stores predetermined aggregations Reduces reporting load on transactional systems

Share. Point 2007 Business Intelligence Reporting Services • Reporting solution – Report authoring, management, delivery – Visual Studio. NET development environment – Report Builder – Integrates with Share. Point

Share. Point 2007 Business Intelligence Two Methods of Report Design • Visual Studio. NET – For developers – Leverages. NET • Report Builder – End user reporting – Ad-hoc

Share. Point 2007 Business Intelligence Demo

Share. Point 2007 Business Intelligence Microsoft Office Share. Point Server

Share. Point 2007 Business Intelligence Microsoft Office Share. Point Server 2007 (MOSS) • Major component of Office System 2007 • Web platform • 6 major components – Business Intelligence – Business Process – Content Management – Search – Portal – Collaboration

Share. Point 2007 Business Intelligence Share. Point as a Platform • Single infrastructure • Multiple scenarios

Share. Point 2007 Business Intelligence Collaboration Discussions Calendars E-Mail Presence Project Mgt Offline Content Mgt Authoring Approval Web Publishing Policy & Auditing Rights Mgt Retention Multi-Lingual Staging Portal My. Sites Targeting People Finding Social Networking Privacy Profiles Site Directory Search BPM BI Indexing Relevance Metadata Alerts Customizable UX RichWeb Forms Biz Data Catalog Data in Lists LOB Actions Single Sign-On Biz. Talk Integ. Excel Services Report Center KPIs Dashboards SQL RSAS Integ. Data Con. Library Core Services Management Security Storage Topology Site Model APIs Delegation Provisioning Monitoring Staging RightsRoles Pluggable Auth. Per Item Rights Trimming Repository Metadata Versioning Backup Config. Mgmt. Farm Services Feature Policy Extranet Rendering Templates Navigation Visual Blueprint FieldsForms OM and SOAP Events Deployment Web Parts | Personalization | Master Pages | Provider Framework (Navigation, Security…) Database services Search services Operating System Services Workflow services

Share. Point 2007 Business Intelligence Office 2007 Business Intelligence Investments • • Excel client Excel Services Dashboards Key Performance Indicators (KPI’s) Filter Web Parts Report Center/Report Library Business Data Catalog (BDC)

Share. Point 2007 Business Intelligence Excel 2007 • Richer formatting • Improved pivot • Data connectivity

Share. Point 2007 Business Intelligence Analysis Services Data Mining Add-Ins for Office 2007 • Excel 2007 data mining add-in – Connect to OLAP environment – Perform data mining right in Excel • Visio data mining templates – Decision Tree

Share. Point 2007 Business Intelligence Demo

Share. Point 2007 Business Intelligence Excel Services – What is it? • • • New server technology in MOSS 2007 Load, calculate and display Excel Workbooks in MOSS 2007 Thin client view in browser Published workbooks can connect to external data Designed to cut down on proliferation of Excel files

Share. Point 2007 Business Intelligence Excel Services – How does it work? • • • Excel 2007 • • • Publish Spreadsheets Design and author BI Abilities Visualization View and Interact Web rendering Zero-footprint Interactive Browser Export/Snapshot into Excel Programmatic Access Excel 2007 MOSS 2007 Protect, Share & Reuse Spreadsheets • • • Spreadsheets stored in document libraries Server calculation and rendering External data retrieval and caching Custom applications • • • Set & get spreadsheet values Perform calculations Retrieve full workbook file Open snapshots Open full spreadsheet

Share. Point 2007 Business Intelligence Example – Publishing from Excel to Excel Services • End user creates spreadsheet in Excel 2007 • Publishes it to Share. Point Excel Services • Configures the view of the spreadsheet in Share. Point

Share. Point 2007 Business Intelligence Example – Create spreadsheet in Excel 2007

Share. Point 2007 Business Intelligence Example – Publish to Excel Services

Share. Point 2007 Business Intelligence Example – Connect Excel Web Access Web Part t lish ed ub p s On ow h s ly ee h s

Share. Point 2007 Business Intelligence Demo

Share. Point 2007 Business Intelligence The Report Center • Share. Point 2007 Site Template • Repository for reports • Includes many features • Sample KPI’s • Dashboard Pages • Excel Web Access • Report Library • Report Calendar • Filter web parts

Share. Point 2007 Business Intelligence 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.

Share. Point 2007 Business Intelligence Demo

Share. Point 2007 Business Intelligence 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

Share. Point 2007 Business Intelligence KPI Web Part • Displays KPI’s in Share. Point List Detail

Share. Point 2007 Business Intelligence Demo

Share. Point 2007 Business Intelligence Dashboard Pages in the 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 2007 Business Intelligence Filtering Data in Share. Point • Used to filter data – – – – – Multiple filter types Authored List Business Data Catalog Current User Date Query String (URL) Share. Point List SSAS Text

Share. Point 2007 Business Intelligence Authored List Filter Part • Allows user to enter a list of values • Manually entered into configuration • Good for hard coded situations

Share. Point 2007 Business Intelligence Business Data Catalog Filter Part • Leverages the Business Data Catalog (BDC) • Allows user to search by entity in BDC • Good for filters requiring relational data

Share. Point 2007 Business Intelligence Current User Filter Part • 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

Share. Point 2007 Business Intelligence Date Filter Part • Allows user to specify a date • Different types of defaults • Specific date • Offsets from today

Share. Point 2007 Business Intelligence 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

Share. Point 2007 Business Intelligence Share. Point List Filter Part • Pulls value from Share. Point list • User can define the value field • Good for using other lists in the site to drive filters

Share. Point 2007 Business Intelligence SSAS Filter Part • Leverages SQL Server 2005 Analysis Services • User selects dimension • Great for reusing existing dimensions defined in SSAS

Share. Point 2007 Business Intelligence Business Data Catalog • • • Expose Data to Share. Point Custom Line of Business Database or Web Services Can be used as metadata Automatically provides lookup functions

Share. Point 2007 Business Intelligence Share. Point Business Data Catalog (BDC) • Expose Data to Share. Point • Custom Line of Business Data • Database or Web Services • Can be used as metadata • Search Data

Share. Point 2007 Business Intelligence Demo

Share. Point 2007 Business Intelligence Bringing it all together in Share. Point Excel Services Filters KPI’s Business Intelligence

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

Share. Point 2007 Business Intelligence How is PPS Structured? • Planning Business Modeler • Excel Add-in • Dashboard Designer

Share. Point 2007 Business Intelligence Q & A

Share. Point 2007 Business Intelligence Resources • • • Microsoft Business Intelligence Resources: http: //www. microsoft. com/bi/ Microsoft SQL Server Data Mining Add-Ins for Office 2007: http: //www. microsoft. com/sql/technologies/dm/addins. mspx 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 Inte lligence%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 8820 C 16 -4847 -B 331 -132274 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