Welcome to the Minnesota SharePoint User Group. Introductions / Overview Upcoming Schedule Access to...
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Transcript of Welcome to the Minnesota SharePoint User Group. Introductions / Overview Upcoming Schedule Access to...
Welcome to the Minnesota SharePoint
User Group
• Introductions / Overview
• Upcoming Schedule
• Access to information
• Different data sources
• Different approaches
• Case Study / Demo: Industrial Automation Engineering
• Office Solution Accelerator for Business Scorecards
• Q & A
Agenda
• Inetium (www.inetium.com)
• Twin Cites based Microsoft consulting company
• Microsoft Gold Certified Partner
• Practice Area focused on Information Worker Technologies
• New Horizons – Minnesota (www.newhorizonsmn.com)
• Microsoft Gold Certified Partner
• Training on many technologies
• Microsoft (www.microsoft.com)
• I’m guessing you’ve heard of them
Introductions – MNSPUG Sponsors
Build a local community focused on Microsoft SharePoint Technologies
• Educate user group members about SharePoint Technologies
• Transfer knowledge within the community
• Communicate best practices
• Introduce new products / solutions
User Group Goal / Objectives
• Website for user group
• SharePoint resource documents
• SharePoint resource websites links
• RSS Feeds
• Meeting Schedule
• Past User Group Presentations
www.sharepointmn.com
www.sharepointmn.com
• Next Meeting
• January 12th 9:00 AM to 11:00 AM
• Microsoft’s Bloomington Office
• Topic: To Be Announced
• Ongoing Schedule
• 2nd Wednesday of every month
• 9:00 to 11:00 am
• Microsoft’s Bloomington Office
Upcoming Schedule
Improving Access to Information
• What are we really talking about?
• How can SharePoint be used to gain access to information that is held in other systems?
• Utilize SharePoint as a tool to consolidate and view information in disparate systems.
• Understand what technologies support SharePoint to help this happen.
Access to Information
• Structured vs. Unstructured
• Structured
• Relational database
• SQL
• Oracle
• Access
• XML
• OLAP (cube)
• Unstructured
• Documents
Different Types of Data
• Relational Data
• Tables (rows and columns)
• Database system made up of many tables / queries
• XML (Extensible Markup Language)
• Hierarchical structure
• File based or web services
• OLAP (OnLine Analytical Processing)
• Cube structure (multi-dimensional)
• Typically fed from relational database
• Slice ‘n dice
Structured Data
• Front Page Data View web part
• Office Web Components (OWC)
• XML Web part
• Scorecard Accelerator
• Other Approaches
• Custom web parts
• Display reporting tools in web part (i.e. SQL Reporting Services)
• 3rd Party web parts
SharePoint tools to work with Structured Data
• Front Page provides addition of Data View web part to pages
• Can connect to multiple source types
• Formatting options
• Style
• Sorting / Grouping
• Filtering
• Read-only
• Refreshed when page is refreshed
Front Page Data View Web Part
• Provides familiar Office experience on web
• Allows user to interact with data via the web
• Can connect to multiple different data source types
• Components loaded onto web server
• Web Parts
• Datasheet
• Pivot Chart
• Pivot Table
• Pivot View
• Spreadsheet
• Quick quote
• Web capture
Office Web Components (OWC)
• Provides connection to XML data sources
• Typed in XML
• File-based XML
• Allows for custom formatting via XSL (style sheet)
XML Web Part
Case StudyIndustrial Automation Engineering
• Challenge
• Securing an existing relationship with a client by providing them with a higher-level of customer service through better and more timely information.
Case Study: Industrial Automation Engineering
•Background
• IAE is contracted to monitor and support the devices used to measure the input/output of Diesel Fuel used to power BNSF Locomotives.
• The reliability of these devices (Fuel Flow, Tank-level Meters) and the fuel data they record is mission-critical to BNSF from an accounting standpoint.
• The accurate and timely reporting of daily variance data, inside/outside of an acceptable tolerance-levels, is key to understanding whether devices require technical support or not.
Case Study: Industrial Automation Engineering
• If the fuel-flow or tank level metrics exceed the tolerance-levels, or equipment has failed etc… BNSF wants to know:
• What is the technical issue? (software/hardware)
• Where does the problem exist?
• When will the issue be fixed?
• How will it be resolved?
• Who is accountable for resolving it?
Case Study: Industrial Automation Engineering
• BNSF Concerns
• BNSF wants to know if the data coming from the devices is acceptable
• Is the data reliable enough to import into their accounting software?
• Is IAE doing all they can to be responsive to the issues and have a plan to resolve them?
Case Study: Industrial Automation Engineering
• Solution
• Create a BNSF Client Extranet using Windows SharePoint Services
Case Study: Industrial Automation Engineering
Case Study: Industrial Automation Engineering
• Solution Benefits
• Access to information about day-to-day fueling station operations without needing to rely on a customer-service or technical consultant to contact them.
• Provides BNSF with a higher-level of customer service
• Allows BNSF to make better business and financial decisions
Case Study: Industrial Automation Engineering
Business Scorecards Accelerator
• What is it?
• Business Intelligence tool
• Tool to help measure Key Performance Indicators (KPIs) visually
• Increase speed and quality of decision making
• Automate the creation and management of interactive scorecards
Office Business Scorecards Accelerator
Technologies
• SharePoint – WSS Sites for creation / management
• SharePoint – Scorecard web parts
• SQL Server Analysis Services
• Web Services – Provides connection to data
Office Business Scorecards Accelerator
• What is required?
• Business Scorecard Accelerator
• SQL Server 2000
• SQL Server Analysis Services
• SharePoint
• Visio (optional)
Business Scorecards – Architecture
• Measure of Key Performance Indicators (KPIs)
• Visually track and measure KPIs
• Examples:
• Sales
• Cost
• Cust. Complaints
• Cust. Satisfaction
What is a Scorecard?
• What is installed for SharePoint?
• SharePoint site
• Scorecard Development
• SharePoint web parts
• Custom View
• Dimension Slicer
• Dynamic Gauge
• Single View
• Standard View
• Strategy Map
• Theme / Initiatives
Business Scorecards – Core Components
• Scorecard builder
• Create Scorecard
• Create KPIs
• Create Themes / Initiatives
• Align to KPIs to data sources
• Preview Scorecard
Setting up a Scorecard
Scorecard Accelerator Demo
• Office Business Scorecard Accelerator http://www.microsoft.com/office/solutions/accelerators/scorecards/default.mspx
Resources
Q & A