Microsoft Visio 2010 Business Intelligence

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1 Microsoft Visio 2010 Business Intelligence St. Louis SharePoint User Group Candy Parisi Microsoft Visio Solution Specialist April 10, 2012

2 Agenda Microsoft Business Intelligence Overview Visio Business Intelligence Visio Business Intelligence Examples 2

3 Information Overload 3 Spreadsheets Meetings RSS feeds Blogs Slide decks Television reports Newspapers Scorecards Financial reports Webcasts Project plans Magazines Internet Portals Presentations Intranet Analytic applications IM/chat Documents Business books Dashboards Charts and graphs

4 Microsoft Vision & Strategy Democratizing Business Intelligence Delivered through a familiar environment Integrated into a business productivity infrastructure Built on a trusted & extensible platform Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions 4

5 Microsoft Business Intelligence Get the most out of the products you know Business User Experience Business Collaboration Platform Data Infrastructure & BI Platform Familiar User Experience Self-Service access & insight Data exploration & analysis Predictive analysis Data visualization Business Collaboration Platform Dashboards & Scorecards Excel Services Visio Services (Dynamic Data- Driven Diagrams) Web based forms & workflow Collaboration Search Content Management LOB data integration Data Infrastructure and BI Platform Analysis Services Reporting Services Integration Services Master Data Services Data Mining Data Warehousing 5

6 Agenda Microsoft Business Intelligence Overview Visio Business Intelligence Visio Business Intelligence Examples 6

7 Data + Diagram helps to solve the problem of information overload Data overlaid on diagram Data + Diagram helps: Put information in context making it more meaningful Identify trends and exceptions at a glance Make quick and better decisions! Visio 2010 diagrams can be connected to multiple data sources including Microsoft Excel, Access, SQL Server, SharePoint Services, or any OLEDB (Object Linking and Embedding Database) or ODBC (Open Database Connectivity) data source 7

8 Low Visio BI Maturity High Visio BI Maturity Model Visio 2010 diagrams can be connected to data from multiple sources and data graphics can display real time KPI s Visio 2010 data-driven diagrams can be published to SharePoint Server 2010 and can be shared with users who can navigate and refresh the diagrams in real-time using their browser Users can create mashups where Visio Services can interact with other SharePoint web parts to create rich interactive dashboards Requires Visio Professional 2010 or Premium 2010 Self service and Personal BI on the desktop No coding required Using custom data providers Visio Services can connect to data sources such as Microsoft System Center Requires Visio Professional 2010 or Premium 2010 for publishing, SharePoint Server 2010 ecal for viewing published diagrams Custom code required Requires Visio Professional 2010 or Premium 2010 for publishing, SharePoint Server 2010 ecal for viewing published diagrams Community BI, browser based experience JavaScript code for mash-ups Requires Visio Professional 2010 or Premium 2010 for publishing, SharePoint Server 2010 ecal for viewing published diagrams Community BI, browser based experience No coding required Low Solution Complexity High 8

9 Data-Driven Diagrams on the desktop Putting data on diagrams makes the information meaningful and helps in identifying trends and exceptions at a glance Data Graphic - Suppliers 1 Import production data from an Excel or Access file or Database Data Graphic - Shipping 2 Link the data to Visio shapes and display the data using Data Graphics Data Graphics show the context of data 9

10 Dynamic Data-Driven Diagrams in the browser with Visio Services Publish Visio Diagram to SharePoint Server 2010 Consumer requests updates The server returns a PNG or XAML representation of refreshed Data Graphics SharePoint Server 2010 Consumer Consumers can navigate, refresh & access the diagram in a browser Creator Create Data-driven diagram just as in Visio 2007 Database 10

11 Visio Services provides web-based user experience and navigation features Open diagram in Visio 2010 Manually refresh by clicking refresh button or automatically refresh by setting interval time Note: Administrator sets interval time for auto refresh Panning Zooming Shape Data Window Pre-defined Data Graphics: Text, Icon Set, Data Bar, Color by Value Data Graphics updated by importing latest data Legend for Data Graphics conditions 11

12 Integrating Visio diagrams into SharePoint applications Visio Services embed both static and dynamic Visio Web Drawings into SharePoint applications Integration method Scenario enabled Skill set required Visio Web Access web part Embed Visio diagrams into SharePoint pages. How to create a web part page in SharePoint. Web Part to Web Part Connections Enable limited interactivity between the Visio Web Access web part and another on the page, without code. For example, clicking a shape in a Visio web part to trigger another web part to show additional relevant information about that shape. How to create a web part page in SharePoint and how to set-up Web Part Connections. Visio Services Mash-up API Enable rich interactivity on web part page by programmatically manipulating the different Visio web diagram objects, for example, to show custom visual overlays when the user hovers the pointer over a shape. How to code simple JavaScript and/or ASPX pages. 12

13 Visio Services Mash-up Visio Services JavaScript Mashup API enables developers to access and manipulate the Visio web drawing, its pages and shapes All 4 web parts are connected to each other and retrieve business data from LOB applications Floor layout of supermarket shows sales trends and stock levels based on KPIs Detailed view of a specific shelf with KPI Excel chart for detailed sales information Hyperlink to open relevant documents 13

14 This image cannot currently be displayed. This image cannot currently be displayed. This image cannot currently be displayed. This image cannot currently be displayed. This image cannot currently be displayed. This image cannot currently be displayed. Visio and Visio Services add unique value to Microsoft BI Areas of Business Intelligence Self Service and Personal BI Personal and self-service business intelligence is information available or delivered to people when they need it and in the desired format. IT may integrate a self-service business intelligence platform to reduce the backlog of requests. Typically there is little or no IT involvement. BI for the community People don t work just as individuals but in groups and teams to complete projects. Business intelligence for the community delivers information that reflects this, providing business intelligence that focuses on the ability to promote collaboration, and rapid sharing of information to drive to a common decision. Organization BI Organizational business intelligence describes a set of tools that help people align their objectives and activities with overall company goals, objectives, and metrics. It is business intelligence that helps synchronize individual efforts by using scorecards, strategy maps, and other tools that connect to corporate data. Business Intelligence in SharePoint Server 2010 Visio and Visio Services Excel and PowerPivot Add-in Excel Services PerformancePoint Services Report Builder Platform for Business Intelligence Reporting Services SQL Server Reporting Services SQL Server Integration Services SQL Server Analysis Services 14

15 Agenda Microsoft Business Intelligence Overview Visio Business Intelligence Visio Business Intelligence Examples 15

16 Visio BI examples for horizontal scenarios Visio can be used to provide valuable business insights for Finance, Operations, Sales, and HR scenarios Finance Operations HR Sales

17 Visio BI examples for IT scenarios Visio can be used to provide valuable business insights for IT scenarios Real-time network monitoring Visio add-in for System Center Operations Manager R2 Visio add-in for System Center Operations Manager R2 Workflow Visualization

18 Visio BI examples for vertical scenarios Visio can be used to provide valuable business insights for various industry scenarios Healthcare Retail Hospitality Insurance

19 Visio and Visio Services: Next Step: Explore Opportunities and Areas of BI Self Service and Intelligence BI for the Community Organization BI Candy Parisi Visio Solution Sales Professional mobile office

20 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

21 Resources The following is a list of resources that are available on TechNet for administrators planning to deploy Visio Services: Visio Services Planning Guide Visio Services Operations Guide The following is a list of posts on this blog that contain more information about Visio Services: Introducing Visio Services Publishing Diagrams to Visio Services Embedding a Web Drawing in a SharePoint Page Installing and Configuring Visio Services SharePoint Workflow Authoring in Visio Premium 2010 (Part 1) SharePoint Workflow Authoring in Visio Premium 2010 (Part 2) No Code Mashups with Visio Services and Web Part Connections The Visio Services JavaScript Mashup API 21

22 Data Sources supported by Visio Services SQL Server 7.0, SQL Server 2000, SQL Server 2005 (32- & 64-bit), SQL Server 2008 (32- & 64-bit) Sheet information that is stored in Excel workbooks published from Microsoft Office Excel 2007 or Microsoft Excel 2010 hosted on the same SharePoint Server 2010 farm SharePoint Server lists OLE DB or ODBC connections Custom Data Providers implemented as.net Framework assemblies 22

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