Tutorial: (Additional Slides) Business Intelligence: Making the Right Choices by Pete…

Peter Serzo

SPTECHCON – San Francisco

March 2013

Peter Serzo, MCP, MCSD .Net, MCTS

High Monkey Consulting

Blog: monkeyblog.highmonkey.com

www.highmonkey.com

PSerzo@highmonkey.com

Twitter: pserzo

Author

Love to read and Love a Good Story

Session Expectations What are the tools

• Security

What we are NOT talking about…

Pastor who skipped Church…

Microsoft Believes People Are Your Company's Greatest Asset

…with software that delivers the scale, agility, and protection required by the enterprise.

Amplify the talent and abilities of everyone in the organization…

The Productivity Challenge

collaboration

content management

innovation

business intelligence

mobility e-mail

enterprise search

instant messaging

cloud computing

portals

governance and compliance

tagging

dashboards

VoIP

workflow

blogs and wikis

voicemail

e-forms

scorecards

extranet

project management

storage team sites

security

scalability

presence

The Productivity Challenge

collaboration

content management

innovation

business intelligence

mobility e-mail

enterprise search

instant messaging

cloud computing

portals

governance and compliance

tagging

dashboards

VoIP

workflow

blogs and wikis

voicemail

e-forms

scorecards

extranet

project management

storage team sites

security

scalability

presence LOTUS IBM

ORACLE

GOOGLE

AUTONOMY

CISCO

SAP

COGNOS

SIEBEL GROUPWISE

FILENET

LINUX

OPENTEXT

APACHE

DOCUMENTUM

SALESFORCE.COM

FACEBOOK

Multiple vendors for multiple products that

run various business processes.

Microsoft’s Vision for Optimizing Productivity

collaboration

content management

innovation

business intelligence

mobility e-mail

enterprise search

instant messaging

cloud computing

portals

governance and compliance

tagging

dashboards

VoIP

workflow

blogs and wikis

voicemail

e-forms

scorecards

extranet

project management

storage team sites

security

scalability

presence LOTUS IBM

ORACLE

GOOGLE

AUTONOMY

CISCO

SAP

COGNOS

SIEBEL GROUPWISE

FILENET

LINUX

OPENTEXT

APACHE

DOCUMENTUM

SALESFORCE.COM

FACEBOOK

On-Premises

Online Service

Analysis Services

Reporting Services

Integration Services

Master Data Services

SharePoint

Collaboration Excel

Workbooks PowerPivot Applications

SharePoint Dashboards & Scorecards

Most widely deployed EIM & BI Platform

Most Broadly adopted Productivity & Collaboration

Tools

Odata Feeds

LOB Apps

Platform Layers

BI in the Real World

Microsoft BI Stack (Today)

SQL Server 2008

Collaborate on your spreadsheets

Dashboards

Link Data to Shapes

Excel Technology

Part II – Your Options (the tools)

SQL

Chart WebPart

OOTB KPIs

Reporting Services

Visio Services

PerformancePoint Services

Excel Services

PowerPivot

The Future of BI

MISSION CRITICAL

PLATFORM

DEVELOPER & IT

PRODUCTIVITY

PERVASIVE INSIGHT

Microsoft Confidential—Preliminary Information Subject to Change

Delivering business agility and innovation to gain strategic value out of

your information

SQL Server Integration Services (SSIS)

23

Provides functionality commonly referred to as Extract, Transform,

Load (ETL).

Moves and transforms data between sources and destinations,

regardless of format.

Cleanses data and ensures data integrity.

Integrates heterogeneous data sources.

Business Intelligence Platform

Analysis Services Reporting Services

Integration Services Database Management

SQL 2008 R2

Source: 2007 Microsoft® Office System Business Intelligence Integration, White Paper, February 1, 2007, Anthony T. Mann

SQL Server Analysis Services (SSAS)

24

Allows for Online Analytical Processing (OLAP), commonly

referred to as “cubes”.

Includes advanced analytical features such as complete data

mining and key performance indicator frameworks.

Enables organizations to accommodate multiple analytic needs

within one solution.

Analysis Services Reporting Services

Integration Services Database Management

SQL 2008 R2

Business Intelligence Platform

http://www.dotnetspark.com/kb/2704-key-performance-indicator-using-ssas-sharepoint.aspx

Chart Web Part

Chart Web Part

Chart Web Part

Shortcoming: Bind to data. No dynamic on the fly changes.

KPIs aka Status Indicator Performance at a glance…

Status List Web Part

Indicator Types (SPList, Excel based, SSAS based, Fixed value)

http://www.dotnetspark.com/kb/2704-key-performance-indicator-using-ssas-sharepoint.aspx

DEMO CHART WEB PART

Reporting Services Managed Reporting

Pixel Perfect Layout and Design

Report Builder and Part Gallery

Integration with SharePoint

SSRS Visualization

Maps

Indicators

Data Bars

Sparklines

Report Builder 3.0

Presents a familiar Office-style experience and wizards

Can be used to: Create ad hoc reports, or

create and modify catalogued reports

Ships with SQL Server 2008 R2

Targeted at Business Users - Use instead of BIDS

Windows application that can be installed

By an administrator, or

By ClickOnce deployment by the business user

New Report Builder 3.0 Features

Creation and consumption of Shared Datasets and Report Parts

Data Sources: SharePoint Lists, SQL Azure, …

Data Visualizations

Design-time credentials to create queries

Subreports and images

New Report Builder 3.0 Features

DEMO SSRS

Visio Services

Visio Services

Visio Services Real World Example

Visio Services Features Refreshable DataRecordSets

SQL (7.0 – 2008)

SharePoint Lists

Excel Services

OLE DB / ODBC

Does not support

Access / Excel (JET & ACE)

SQL Analysis Services or Reporting Services

Uses Cache

Visio Tweetable

Why? Individual row of data is bound to an individual shape.

There is no way in Visio 2010 to bind a variable number of rows to a diagram and get it to generate the appropriate number of shapes on the fly.

Visio is not suitable for showing data which changes quickly. It is best for process related items

Bonus Visio Tweetable

Why? Microsoft tests documented in Visio Services Capacity

Planning document.

Visio is best scaled via WFE. Not by creating another SA.

DEMO VISIO SERVICES

PerformancePoint Services Dashboards & Scorecards

Content Assembly and Navigation

Analytical Grids & Graphs

PerformancePoint Services Decomposition Tree

CONTENT STORAGE

Dashboard Designer connectivity – no more application database

Lists

Contains dashboard definitions, reports, scorecards, filters, KPIs, and indicators

Document Libraries

Contains “exported” dashboards (.aspx) and data sources

Using SharePoint vs. Dashboard Designer to modify dashboards

Database

Dashboard Designer Business User Tool

Windows application that can be installed By an administrator, or

By ClickOnce deployment by the business user

Presents a familiar Office-style experience and wizards

DEMO PERFORMANCEPOINT

Is your organization full of Excel hoarders?

Excel Services but it’s really Excel Calculation Services (ECS_

Sharing spreadsheets through the browser…

Collaboration in the Web App

ECS Tweetable

Why? Microsoft tests say ECS is not particularly hard on the SQL

Server instance running SharePoint Server 2010, as the workbook is read as a binary blob from SharePoint Server 2010 and placed in memory on the ECS tier. CACHE

ECS is best scaled out with another service instance

DEMO EXCEL SERVICES

PowerPivot Columnar, in-memory; handles millions of fact rows

Self-service: integrates with Excel and SharePoint

Uses DAX

SharePoint models compatible with SSAS clients, including SSRS and Excel

Client is free

Server free with SQL Server 2008 R2 and SharePoint 2010 Enterprise

PP technology is strategic to MS going forward

Microsoft Experience…