SharePoint and Business Intelligence: Understanding the Microsoft BI Portal Capabilities
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BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations This document provides an overview of the business intelligence (BI) capabilities of Microsoft SharePoint, including the various Microsoft BI tools that can be used within SharePoint like PerformancePoint, Reporting Services, Excel Services, and Excel. It outlines the types of static and dynamic reports, charts, dashboards, and visualizations that
SharePoint and Business Intelligence: Understanding the Microsoft BI Portal Capabilities
- 1. SharePoint & Business Intelligence: Understanding the Microsoft BI Portal Capabilities
- 2. About Perficient Perficient is a leading information technology consulting firm serving clients throughout North America. We help clients implement business-driven technology solutions that integrate business processes, improve worker productivity, increase customer loyalty and create a more agile enterprise to better respond to new business opportunities.
- 3. Perficient Profile Founded in 1997 Public, NASDAQ: PRFT 2011 Revenue of $260 million Major market locations throughout North America — Atlanta, Austin, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Los Angeles, Minneapolis, New Orleans, Philadelphia, San Francisco, San Jose, Southern California, St. Louis and Toronto Global delivery centers in China, Europe and India 2,000+ colleagues Dedicated solution practices 87% repeat business rate Alliance partnerships with major technology vendors Multiple vendor/industry technology and growth awards 3
- 4. Our Solutions Expertise & Services Business-Driven Solutions Perficient Services • Enterprise Portals End-to-End Solution Delivery • SOA and Business Process Mgmt IT Strategic Consulting • Business Intelligence IT Architecture Planning • User-Centered Custom Applications Business Process & Workflow Consulting • Interactive Design Usability and UI Consulting • CRM Solutions Custom Application Development • Enterprise Performance Management Offshore Development • Customer Self-Service Package Selection, Implementation and • eCommerce & Product Information Management Integration • Enterprise Content Management Architecture & Application Migrations • Enterprise Resource Planning Education • Management Consulting Interactive Design • Industry-Specific Solutions • Mobile Technology Perficient brings deep solutions expertise and offers a • Security Assessments complete set of flexible services to help clients implement business-driven IT solutions
- 5. Our SharePoint Expertise is #1 SharePoint is HOT! Perficient is one of the strongest, largest, most trusted SharePoint partners in the United States. 400+ professionals in the SharePoint practice area Leader in cloud-based SharePoint Online implementations 500+ SharePoint projects One of 20 companies worldwide on Microsoft Partner Advisory Council for SharePoint Hired by Microsoft to build SharePoint 2010 demo for Microsoft Technology Centers (MTC) Early access to software and training via Product Group relationships Defined competencies in infrastructure, development, design, and strategy Strong partnerships with Nintex, NewsGator, AvePoint, Telligent, Metalogix, and Yammer 5
- 6. What Will We Cover Introductions Business Intelligence – What Are the Goals Assumptions for Today’s Webinar & Summary of the Problem Space BI Aspects of SharePoint & Complete Microsoft BI Offering SharePoint BI Chalk Talk: Users & Informational Needs SharePoint BI Chalk Talk: Which Technologies Best Service These Users & Needs Demonstrations How does Search fit in to BI Common BI Challenges Next Steps 6
- 7. Business Intelligence: What Are Some of the Common Goals Today’s Primary Focus Area Flexible Information Reliable Data Well Delivered • Data is centralized and • Data warehouse • Business data pushed clean becomes “single source to managers and execs • Reporting is simple of the truth” through dashboards against this source • Different reports and portals • Business-facing query showing the same data • Timely and appropriate tools allow users to will match reports are delivered self-serve reporting • Users and managers to business users via • Fast turnaround for can trust the numbers email subscriptions or new report on-demand through development when the portal required • Business analysis enabled through analytical tools for deeper custom analysis
- 8. Our Assumptions for Today’s Presentation Getting the Right Information to the Right People is a Challenge • You are attempting to get timely information in front of the right people. • You understand that there are many formats that can be used to display data. • You want to understand more about how do to bring it all together. You Have a Business Intelligence Foundation • You understand the core aspects of BI and its business value. Today is not a presentation or overview of all aspects of BI. • You have data in a centralized reporting repository of some sort. You Have or Are Considering SharePoint as a Platform • SharePoint can be leveraged as a comprehensive information platform for the enterprise, including BI, which is where we are focusing for today. • Today’s topics apply to the SharePoint 2007 or 2010 platforms. • Today is not a presentation or overview of the complete, end-to-end SharePoint platform capability set.
- 9. Business Intelligence: Summary of the Problem Space 9
- 10. Microsoft BI Tools We Will Be Focusing On Today Excel Excel Services Reporting Services Also: Reporting Services PerformancePoint • Enterprise Search Report Builder • FAST 10
- 11. Microsoft BI Tools Not Covered In Depth Today PowerPivot / PowerPivot Services Access / Access Services 11
- 12. What are the BI Aspects of SharePoint Websites & Portals Intranet, Extranet, & Internet Sites Collaboration & Productivity Solutions On-premise, Cloud-based, & Hybrid Models Cross Browser, Offline, Mobile, MS Office Integration Business Applications Sites Social Networking Program & Project Management Custom Business Application Communities, My Sites, Blogs & Wikis Development Tagging, Tag Clouds, Ratings, Activity Read / Write Integration w/ Line Feeds, Social Bookmarking of Business (LOB) data Composites Communities Profiles & Expertise Visual Studio Support Organizational Browsers Data Exposed Through Web Services & APIs Web & Enterprise Content Web Content Management Insights Content Enterprise Document, Records, Audio/Video Business Insight & Analysis Management Dashboards & Scorecards Workflows & Routing, Metadata Search BI Reports Taxonomies and Folksonomies Incorporation of LOB Data from Document Imaging & Capture Data Warehouse Enterprise Search Web Analytics Search Structured & Unstructured Content PowerPivot, Excel Services, Visio Search Content w/in SharePoint, File Services Shares, Websites, Email Folders, Databases, LOB Systems (FAST Search)
- 13. What is the Complete Microsoft BI Offering DELIVERY END USER TOOLS AND PERFORMANCE MANAGEMENT APPLICATIONS Microsoft Office PerformancePoint Services for (Excel, PowerPivot) SharePoint BI PLATFORM (RDBMS, ETL, OLAP, Reporting) Mainframe/ Departmental Systems 13
- 14. A Few Terms We Will Use Today with Definitions • “Fixed” displays • Often have parameters or filters Static: • Can support fixed “drill-down” to detailed data • Usually created by a technical resource • Malleable displays • Provide a starting point for analysis Dynamic: • Support “digging” into layers of data • “Slice and Dice” • Usually created by a technical resource • Static or Dynamic Ad-Hoc: • Created by business resources • Created as needed 14
- 15. A Few Terms We Will Use Today with Definitions • Key Performance Indicator • A high-level metric (formula) KPI: • Usually has a stoplight indicator or a gauge • Includes a: 1) goal 2) status 3) trend 4) value • Any grouping of related charts, graphs, grids, maps, or other displays on a single surface Dashboard: • Usually designed to provide “at a glance” awareness of the status of some business process • Can refer to any logical grouping of KPIs • Derives from the “Balanced Scorecard” business Scorecard: measurement concept • Balanced scorecards organize KPIs among 4 perspectives: Financial, Customer, Internal Processes, Resources 15
- 16. SharePoint BI Chalk Talk Info Power Managers/ Business Consumers Users Decision Makers Analysts 16
- 17. SharePoint BI Chalk Talk Info Power Managers/ Business Consumers Users Decision Makers Analysts • Static Reports • Static Charts/Graphs • Preconfigured Spreadsheets • KPIs 17
- 18. SharePoint BI Chalk Talk Info Power Managers/ Business Consumers Users Decision Makers Analysts • Static Reports • Ad-hoc Reports • Static • Ad-hoc Charts/Graphs Charts/Graphs • Preconfigured • Ad-hoc Spreadsheets Spreadsheets • KPIs 18
- 19. SharePoint BI Chalk Talk Info Power Managers/ Business Consumers Users Decision Makers Analysts • Static Reports • Ad-hoc Reports • Static • Ad-hoc Charts/Graphs Charts/Graphs • Preconfigured • Ad-hoc Spreadsheets Spreadsheets • KPIs TACTICAL 19
- 20. SharePoint BI Chalk Talk Info Power Managers/ Business Consumers Users Decision Makers Analysts • Static Reports • Ad-hoc Reports • Static Dashboards • Static • Ad-hoc • Advanced Charts/Graphs Charts/Graphs Visualizations • Preconfigured • Ad-hoc • Scorecards Spreadsheets Spreadsheets • KPIs TACTICAL 20
- 21. SharePoint BI Chalk Talk Info Power Managers/ Business Consumers Users Decision Makers Analysts • Static Reports • Ad-hoc Reports • Static Dashboards • Dynamic Dashboards • Static • Ad-hoc • Advanced Charts/Graphs Charts/Graphs Visualizations • Dynamic Reports • Preconfigured • Ad-hoc • Scorecards • Dynamic Spreadsheets Spreadsheets Charts/Graphs • KPIs TACTICAL 21
- 22. SharePoint BI Chalk Talk Info Power Managers/ Business Consumers Users Decision Makers Analysts • Static Reports • Ad-hoc Reports • Static Dashboards • Dynamic Dashboards • Static • Ad-hoc • Advanced Charts/Graphs Charts/Graphs Visualizations • Dynamic Reports • Preconfigured • Ad-hoc • Scorecards • Dynamic Spreadsheets Spreadsheets Charts/Graphs • KPIs TACTICAL STRATEGIC 22
- 23. SharePoint BI Chalk Talk Info Power Managers/ Business Consumers Users Decision Makers Analysts • Static Reports • Ad-hoc Reports • Static Dashboards • Dynamic Dashboards • Static • Ad-hoc • Advanced Charts/Graphs Charts/Graphs Visualizations • Dynamic Reports • Preconfigured • Ad-hoc • Scorecards • Dynamic Spreadsheets Spreadsheets Charts/Graphs • KPIs TACTICAL STRATEGIC CLARITY 23
- 24. SharePoint BI Chalk Talk SharePoint/Microsoft BI Tools PerformancePoint Reporting Services Excel Services Excel Report Builder SharePoint BI Components 24
- 25. SharePoint BI Chalk Talk SharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 25
- 26. SharePoint BI Chalk Talk SharePoint/Microsoft Information BI Tools Applications PerformancePoint STATIC REPORTS Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 26
- 27. SharePoint BI Chalk Talk SharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports STATIC CHARTS/GRAPHS Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 27
- 28. SharePoint BI Chalk Talk SharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services STATIC SPREADSHEETS Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 28
- 29. SharePoint BI Chalk Talk SharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services STATIC DASHBOARDS Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 29
- 30. SharePoint BI Chalk Talk SharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel SCORECARDS Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 30
- 31. SharePoint BI Chalk Talk SharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards AD-HOC REPORTS Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 31
- 32. SharePoint BI Chalk Talk SharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder AD-HOC CHARTS/GRAPHS SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 32
- 33. SharePoint BI Chalk Talk SharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components AD-HOC SPREADSHEETS Dynamic Reports Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 33
- 34. SharePoint BI Chalk Talk SharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets DYNAMIC REPORTS Dynamic Charts/Graphs Dynamic Dashboards/Advanced Visualizations 34
- 35. SharePoint BI Chalk Talk SharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports DYNAMIC CHARTS/GRAPHS Dynamic Dashboards/Advanced Visualizations 35
- 36. SharePoint BI Chalk Talk SharePoint/Microsoft Information BI Tools Applications PerformancePoint Static Reports Static Charts/Graphs Reporting Services Static Spreadsheets Excel Services Static Dashboards Excel Scorecards Ad-hoc Reports Report Builder Ad-hoc Charts/Graphs SharePoint BI Components Ad-hoc Spreadsheets Dynamic Reports Dynamic Charts/Graphs DYNAMIC DASHBOARDS/ADVANCED VISUALIZATIONS 36
- 37. How MSFT Technology Aligns to Support the BI Problem Space 37
- 38. Demo Microsoft BI Tools: • PerformancePoint Services • Reporting Services • Excel & Excel Services • Report Builder • SharePoint BI Components 38
- 39. Search and BI How does Search fit in to BI? Q: What is being indexed? For what are we searching? A: “BI artifacts,” not “BI data.” “BI artifacts” refers to documents, web pages, and web parts stored by or visible to SharePoint: reports, dashboards, KPIs, spreadsheets (Excel Services), databases (Access Services), data visualization diagrams (Visio Services), plus non-Microsoft dashboards and reports Once BI artifacts have been published in SharePoint, e.g. in a Report Center library, they can be indexed by the SharePoint search engine and made available in search results Two kinds of search opportunities: Pull – users find BI artifacts when they are actively looking for them Push – the SharePoint application suggests or dynamically exposes BI artifacts *BI artifacts published purely as web parts exposed in the Web Part Gallery appear to be a bit less search friendly, but there are techniques for adding search accessibility to web parts. 39
- 40. Search and BI “Pull” Style Search “Push” Style Search • Extend content types with • 3 API options for .NET code: metadata properties to Keyword Syntax (SP + classify and sort BI artifacts FAST), SQL (SP only), FQL • Metadata exposed as (FAST only) managed properties can be • Federated Search Object used in queries and as facets Model Supports integrating in search results results from multiple search • Use custom search providers forms, audience • Surface search results targeting, and search scopes dynamically into the to optimize results UI, targeted for the user 40
- 41. SharePoint Search Technology All editions of SharePoint 2010 include a powerful, configurable, and programmable search engine. Certain advanced features, like search result facets derived from metadata properties, require the Enterprise edition. Microsoft also offers the FAST search product as a SharePoint 2010 add- on, which adds an even more powerful search engine. FAST search is not required to achieve any of the benefits described on the previous slides related to BI artifacts. What FAST search adds is the opportunity for a different kind of “business intelligence,” where useful information is derived from mountains of unstructured text instead of being derived from structured data that is primarily numeric in nature. 41
- 42. BI: What Are Some of the Challenges? Information Data Centralization Driving Change Distribution • Data from must be • Most BI tools like • While more cleaned & to use Active efficient, BI conformed Directory presents a change • Some data must be authentication in the way people refreshed often in • A good system work the data must be designed • Plain numbers can warehouse to meet future paint a painfully • History needs to business true picture be captured and requirements stored, even when erased from source systems 42
- 43. Contact Us Thank You! Follow us on our Microsoft blog: blogs.perficient.com/microsoft Or on Twitter: @Perficient_MSFT 43
Editor's Notes
- #5: Enterprise PortalsBusiness IntelligenceInteractive Design
- #7: Presenter = Walter
- #8: Presenter = DaveThis slide got updated.Slide 5 - change Rapid Reporting to Flexible Information, and highlight Well Delivered in some way shape or form to show emphasis on it, and move it to become Slide 4 and Slide 4 becomes Slide 5.
- #9: Presenter = DaveYou have the data in a centralized reporting repository of some sort. You have SharePoint. And you are looking to leverage that data through SharePoint to present it to the right people in the right format.Definition of terms is okay – knock it out as quickly as possibleWe are not walking someone all the way through BI – coming in with the assumption that they have a problem related to getting info in front of right people, have SP, looking to use SP as a tool to do thisMicrosoft tools on top of SP that help accomplish thisMaybe put assumptions section at the front of the webinar (we are not going to be talking in depth about SP or BI but we will talk in depth about solving said problems) – get this message out. So you have SP… you are making attempts to get info in front of the right people, SP has tools, how do we make sense of this all – how do we leverage SP well to get the right info in front of the right people
- #10: Presenter = DaveIllustrates problem space at a very high level – all the info is not in the same place, whole discipline around collecting info, data and analysisPut the other diagram in after the white boarding discussion
- #11: Presenter = DaveYou have the data in a centralized reporting repository of some sort. You have SharePoint. And you are looking to leverage that data through SharePoint to present it to the right people in the right format.Definition of terms is okay – knock it out as quickly as possibleWe are not walking someone all the way through BI – coming in with the assumption that they have a problem related to getting info in front of right people, have SP, looking to use SP as a tool to do thisMicrosoft tools on top of SP that help accomplish thisMaybe put assumptions section at the front of the webinar (we are not going to be talking in depth about SP or BI but we will talk in depth about solving said problems) – get this message out. So you have SP… you are making attempts to get info in front of the right people, SP has tools, how do we make sense of this all – how do we leverage SP well to get the right info in front of the right people
- #12: Presenter = DaveYou have the data in a centralized reporting repository of some sort. You have SharePoint. And you are looking to leverage that data through SharePoint to present it to the right people in the right format.Definition of terms is okay – knock it out as quickly as possibleWe are not walking someone all the way through BI – coming in with the assumption that they have a problem related to getting info in front of right people, have SP, looking to use SP as a tool to do thisMicrosoft tools on top of SP that help accomplish thisMaybe put assumptions section at the front of the webinar (we are not going to be talking in depth about SP or BI but we will talk in depth about solving said problems) – get this message out. So you have SP… you are making attempts to get info in front of the right people, SP has tools, how do we make sense of this all – how do we leverage SP well to get the right info in front of the right people
- #13: Presenter = DaveThe point of this slide it to emphasize that SharePoint is a vast and robust platform, and that we are just focusing on a couple aspects today in this Webinar.There is a role for Search within your overall BI solution, and we will be touching on this later in the Webinar.Note: under Business Applications, the Program & Project Management bullet is meant to be a reference to BrightWorkNote: under Web & Enterprise Content, the Document Imaging & Capture is meant to be a reference to KnowledgeLake.Note: under Enterprise Search, the bullet “Search Content w/in SharePoint, File Shares, Websites, Email Folders, Databases, LOB Systems” – the Email Folders, Databases, LOB Systems is where you would need FAST.
- #14: Presenter = DaveHigh level stack discussion
- #40: Presenter = DanEstablish basic assumption…talk about FAST in a minute…
- #41: Presenter = DaveWhat are some of the common BI challenges (and Northridge recommended solutions to those challenges) that Northridge sees with our ClientsPeople think they want ad-hoc, but they really don’t. Why.IT is a bottleneck, there is a better model
- #42: All editions of SharePoint 2010 include a powerful, configurable, and programmable search engineCertain advanced features, like search result facets derived from metadata properties, require the Enterprise editionMicrosoft also offers the FAST Search product as a SharePoint 2010 add-on, which adds an even more powerful search engineFAST search is not required to achieve any of the benefits described on the previous slides related to BI artifactsWhat FAST search adds is the opportunity for a different kind of “business intelligence,” where useful information is derived from mountains of unstructured text instead of from structured data that is primarily numeric in nature
- #43: Presenter = DaveWhat are some of the common BI challenges (and Northridge recommended solutions to those challenges) that Northridge sees with our ClientsPeople think they want ad-hoc, but they really don’t. Why.IT is a bottleneck, there is a better model