Exposing Business Intelligence With Share Point 2010
Transcript of Exposing Business Intelligence With Share Point 2010
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ExposingBusinessIntelligencewithSharePoint2010
Ricky Chan
Partner Technical Consultant
Customer Services and Support, APGC
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Agenda
Business Intelligence (BI) Primer
BI Tools in SharePoint 2010
Visio Services
Excel Services
PerformancePoint Services
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BusinessIntelligencePrimer
What is Business Intelligence?• Analytics• OLAP• DataMining• Benchmarking
• Reporting
What information do decision makers need in order tomake effective business critical decisions?
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MicrosoftSharePoint2010Thebusinesscollaborationplatformfortheenterpriseandtheweb
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MicrosoftBusinessIntelligence
BusinessUserExperience
DataInfrastructureandBIPlatformAnalysisServices
ReportingServices
IntegrationServices
MasterDataServices
DataMining
DataWarehousing
BusinessCollaborationPlatformDashboards&ScorecardsExcelServices
Webbasedforms&workflow
Collaboration
Search
ContentManagement
LOBdataintegration
FamiliarUserExperienceSelf-Serviceaccess&insight
Dataexploration&analysis
Predictiveanalysis
Datavisualization
Contextualvisualization
BusinessCollaborationPlatform
DataInfrastructure&BIPlatform
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SQLServer2008R2ReportingServices&PowerPivot
Reporting services• DoesnotshipwithSharePoint2010
– ReportingServicesWebPartscanbeinstalledasadd-ontoSharePoint• UsedtocreateprofessionalreportsforBIapps
– Includesreportsbuilderformodifyingreports
PowerPivot
• Usedeitherforclientorserversideexcelfiles• Makesitpossibletoworkwithanextremelylargescaleofdatafrommultiple,heterogeneousdatasourcesatonetime
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BICenterSiteTemplate
Evolution of the Reporting Center template• PredefinedlistsforPPS,ExcelServices• StartingpointforBI
BI functionalities can be also used in other sites as well
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SharePoint2010BIWebParts
Simple web parts that provide visualization• Quicksummaryofdata• Canaccessmultipledatasources
OtherWebPartsListsandExternalListsExcelServices
FixedValuesListsandExternalListsExcelServicesSQLAnalysisServices
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DEMOChartWebPart&StatusIndicators
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VisioServicesKeyFeatures
ShareDiagramsinSharePoint• VisualizeyourbusinessintelligencewithVisiodiagrams
• DiagramscanbeviewedwithouthavingVisioclientinstalled
• FullFidelityrenderingwithSilverlight,orPNG
ConnectDiagramstoData• Usedatagraphicstobuildfrontendsforyourreal-timebusinessintelligencesolutions
• DiagramscanbeconnectedtovariousDatasources
BuildDashboards
• UseWebPartConnectionstointegratewithotherSharePointwebparts
• UsetheMashupAPItofullycustomizeyourdashboardsandmanipulatedata
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VisioServices,AtaGlance“Data-DrivenDiagramsinSharePoint”
1 hour later… TopFeatures:DiagramsallliveinSharePointDiagramsviewableinthebrowser
Diagramscreatedonceonly
Diagramscontainingdatagraphicsarerefreshable
Diagramsgivedatacontextandimproveinsightsintothestateofasystem
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VisioServicesfeatures
Rendering• Browser-agnostic• FullFidelityrenderingusing• Down-levelexperienceinPNG
Visual Refresh of Data Diagrams
• Refreshdataconnecteddiagramsto:
• SupportsKerberos,SSO&UnattendedAuth.• Automaticrefresh
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VisioServicesJavaScriptObjectModel
• Enablesdiagramstoparticipateinmash-upapplications.
CustomDataProviders
• Enablesrefreshfromnon-nativedatasources.
CustomDataGraphics
• Enablestherefreshofnon-nativedatagraphicshapes.
Webpartconnections
• ConsumeandprovideinformationbetweenVisioservicesandwebparts
VisioServicesextensibility
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DEMOVisioServices
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WhatisExcelServices?
Real-time, interactive, end-user BI reporting tool• DisplaysallortargetedelementsofExcelworkbooksthroughthebrowser
• ExtendsExcelcapabilitiessuchasexternaldataconnectivityandExcelbasedmodelingtothebrowser
Application Development platform for building data-centricapplications
• AutomateworkbooksviaWebServicesAPI• ProvidehighlyinteractiveapplicationviaJSOM• EasilydistributeExcelcontentviaREST
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ExternalDataSources
ExcelServicesArchitecture
RESTAPIExcelWebServices
ExcelWebAccess
JSOM
SharePointContentDatabaseXLSX/b/m
User-DefinedFunctions ExcelCalculationService
ExcelProxy
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ExposingExcelContent
Excel Web Access (EWA) Web part• Displaysentireworkbook,specificsheets,orspecificitems
*”Publish”allowscontentownerfinecontroloverwhatgetsdisplayed
Programmatically
• RESTServices• WebServices• JavaScriptObjectModel• Server-basedUserDefinedFunctions
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ExcelWorkbooksintheBrowser
Provides a browser based view of ExcelAllows interaction within the Excel Workbook
• Expand/collapsePivotTable,Sorting,Filtering,Parameters
EWA integration with SharePoint filters enable
Excel based dashboards
Excel Web App
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LeveragingExistingExcelSolutions
Share existing Excel applications, analysis, and models bypublishing to SharePoint
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Programmability
Web Services (updated for 2010): Increase Developers
ability to automate & manipulate Excel work books• Newmethodstosupportsdiscovery&retrievalofmoreworkbookobjects• Abilityforawebservicebasedapplicationtoparticipateinacollaborativeeditingsession.
JavaScript OM (New for 2010): Enable new applicationscenarios for professional developer
• EnableDevtocatchandreacttouser’sactionsw/inadisplayedweb• Projectworkbookdataviamashup
REST (New for 2010):
• No-CodeaccesstoExcelworkbookcontent• Enables“live”projectionofExcelcontent
Server based User Defined Functions
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ExcelWebServices
Expanded and enhanced from previous versionsSupports editing and saving workbookprogramatically
Can be used to:• Automateworkbookleveloperations• LeverageexistingExcelmodels• Provideeasilymaintainablecalculationengineforbusinessapplications
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ExcelRESTAPI
Exposes Excel content via simple URL• Accesscharts,tables,PivotTablesorranges• Returnedformatsinclude:image,html,andxml(atom)Enables end users to:
•
Embeddynamicdataandchartswhere-everaURLcanbeevaluated(webpage,officeapps,etc.)• CreatemashupsbyusingsimplereferencestoExcelcontent• <advanced>leverageexistingExcelmodelsbypassinginvaluesviatheURL,andretrievingresultsaspartofthesame
URL.No need to write/deploy custom code
SharePoint security enforced
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http://server/_vti_bin /ExcelRest.aspx/Shared%20Documents/File.xlsx/Model/Ranges(‘Sheet!A1’)
Handler–theASPXthathandlesallExcelServicesRESTrequests
NameofthefileasyouwouldaccessitinSharePoint
Pathinsidetheworkbook.
ResourceNameAllowsaccessto…
/Model Theworkbook(thebinaryortheavailablefeeds)
/Model/Ranges Listofnamedrangesinaworkbook(someofthem)
/Model/Ranges(‘RangeName’) Specificrange.
/Model/Charts Listofcharts
/Model/Charts(‘ChartName’) SpecificChart
/Model/Tables Listoftables(Lists)
/Model/Tables(‘TableName’) Specifictable
/Model/PivotTables ListofPivotTables
/Model/PivotTables(‘PivotName’) SpecificPivotTable
RESTSyntax
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JavaScriptObjectModel(JSOM)
Add JavaScript code on a Web Part pageto programmatically interact with ExcelWeb Access Web Parts
Functionality includes
• JSOMeventsthatareraisedwhenuserseditacell,changetheactiveselectionoractivecell,andwhentheworkbookhasfinishedrendering
• UseJSOMtoset/getvaluesandtodrivetheUI(scrolltoarange,switchbetweennameditemsorsheets)
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DEMOExcelServices
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PerformancePointServices
Context-driven dashboards across systems• Providestransparencyandaccountability• Interactiveaccessusingbrowser• Canbecreated/updatedbypower-users/professionals
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WhatareDashboards?
Visual displays of information needed to achieve one ormore objectives*
Single-Screen display of information to keep in touch with…
Should answer fundamental questions
Alert the user to issues or problemsOperational, Performance, Personal
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WhatareScorecards?
Elements of a dashboardAlign strategies and organizational goals
Measure and manage Key Performance Indicators
(KPI)Modeled after the business, not the data
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DesigningPPSApplications
Dashboard designer used to create content• ClickOnceapplicationlaunchedfrombrowser• ManagescontentdirectlyinSharePoint
– Listsforcontent,datasources,dashboards
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AggregatingDataSources
Data access is managed with Data Sources• Dataisaccessiblefrommultiplesources
– AnalysisServices,SQLServer,ExcelServices,PowerPivotandSharePointlists
• Accessedwithserviceaccountorcurrentuser•
StoredinlistasanXMLfile(*.ppsdc)
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PPSContentintheBrowser
Business users view content in the browser• StoredasWebPartpages• WebPartconnectionsusedtorelatecontent
– Ex.Itemchoiceinascorecardupdatesreports
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VisualDataExploration
Decomposition trees allow data exploration• NewinSharePoint2010• Availablebyrightclickingdatainbrowser
– Analyze->DecompositionTree
• Allowsfiltering\expandingacrossdimensions• Allowsfasterandmorerelevantvisualizationofdata
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DevelopmentScenarios
Create Report, Filter, and Tabular Data Source Extensions• Reportextensions,Filterextensions,datasourceextension,editorcustomizations
Create Scorecard Transforms
• Changetheappearance,contents,orfunctionalityofscorecards
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DEMO
PerformancePointServices
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Summary
Business Intelligence (BI) PrimerBI Tools in SharePoint 2010
Visio Services
Excel Services
PerformancePoint Services
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