Insights for SharePoint 2013 INTRODUCTION TO THE BI TOOLS

Transcription

1 Insights for SharePoint 2013 INTRODUCTION TO THE BI TOOLS

2 Webinar Topics Intro to BI Tools What is SharePoint? What is Business Intelligence? Evolution of Business Intelligence Common Challenges of BI Systems Benefits of BI Solutions Introduction to the Tools SSRS Excel Services Power View PerformancePoint Business Connectivity Services (BCS)

3 What is SharePoint 2013? SharePoint 2013 is an enterprise collaboration and information management infrastructure Made up of many different tools that can be utilized on a common infrastructure Place to store all of your team/project/company information Central location to find information Connects to external systems to integrate data from those systems into the SharePoint experience Place to build reports and interact with your data to find business insights in order to make business decisions

4 What is Business Intelligence? Business Intelligence (BI) helps organizations simplify the process of discovering and analyzing information in SharePoint and with data from other legacy and LOB systems. This information makes it possible for decision makers at all levels within an organization to more easily access, understand, analyze, collaborate, and act on information, anytime and anywhere. BI improves organizational effectiveness and enables IT efficiency

5 Evolution of Business Intelligence Companies struggled to provide accurate and real-time information to their decision makers in a timely manner. They turn to Business Intelligence tools to help their key decision makers and users make informed decisions In the past, the BI Tools were only available to a few people that were able to build the data, the tools, and maintain them. Tools were not flexible enough to integrate both structured and unstructured information Business requirements in today s world demand: Discoverability, Collaboration, Self Service, Insights, and Data Access

6 Common challenges of BI Systems Tools required complex training and provided limited access to information. Also, they were not integrated with the requirements users have related to how they work. Tools did not provide selfservice or collaboration The ownership of the BI tools was the responsibility of the IT Department, not the business decision makers. Too many dispersed systems caused organizational inefficiencies, different versions of the facts, and silo d information It was difficult and time consuming to find the right information because of limited discoverability No trust in the data! Not scalable and did not respond to changes in business requirements

7 Benefits of BI Solutions Allows decision makers to have access to data when, where, and how they need it Allows everyone to be decision makers Improves operational effectiveness Makes IT more efficient

8 SharePoint 2013 BI Solutions - SSRS With Reporting Services, you can create interactive, tabular, graphical, or free-form reports from many different data sources. Reports can include rich data visualization, including charts, maps, and sparklines. You can publish reports, schedule report processing, or access reports on-demand. You can select from a variety of viewing formats, export reports to other applications such as Microsoft Excel, and subscribe to published reports.

9 SharePoint 2013 BI Solutions - SSRS Features: Visual Designer easy to use wizard for creating reports. Enables users to build reports as necessary without significant training or experience. Multiple data sources relational, multidimensional, XML, and custom data sources. (Microsoft.NET Framework-managed provider, OLE DB, ODBC) Reports built from relational/multidim data from SQL Server Analysis Services, Oracle, Hyperion, etc. Tabular, matrix, chart, free-form reports, ad hoc reports Drill-through reports and interactivity (links to sub reports, etc.) Presentation formats (HTML, MHTML, PDF, XML, PDF, CSV, Word, Excel) Navigation, Aggregations, Graphical Elements

10 SharePoint 2013 BI Solutions - SSRS The report in this illustration features a matrix with row and column groups, sparklines, indicators, and a summary pie chart in the corner cell, accompanied by a map with two sets of geographic data represented by color and by circle size. So with Report Builder you see we can create very attractive reports that are based on real-time data.

11 SharePoint 2013 BI Excel Services Excel Services makes it simple to use, share, secure, and manage Microsoft Office Excel workbooks as interactive reports in a consistent way throughout the enterprise and create dashboards. With rich programmability capabilities, you can take your workbooks further by extending your workbooks on the server and maintaining a single version of the truth, all the while protecting the intellectual property contained within the spreadsheet. Shared service that you use to publish Excel 2013 workbooks on the server Workbooks can be rendered in the browser Consists of: Excel Calculation Services, Web Access Web Part, and Web Services for programmatic access

12 SharePoint 2013 BI Excel Services Can be used to share workbooks in the browser Build BI dashboards Build Reports Example using the Excel Web Access Web Part designer can control what type of interactivity is available to the user through web part properties

13 SharePoint 2013 BI Excel Services Workbook access in the browser

14 SharePoint 2013 BI Excel Services Workbook access in the browser

15 SharePoint 2013 BI Power View Power View in Excel 2013 and Power View in SharePoint both provide an interactive data exploration, visualization, and presentation experience for users with different skill levels Data can be visualized in tables, matrices, maps, and a variety of charts in an interactive view You can quickly create a variety of visualizations, from tables and matrices to bubble charts and sets of small multiple charts. For every visualization you want to create, you start with a table, which you can then easily convert to other visualizations, to determine which one best illustrates your data. Power View provides several ways to filter data. Because of the metadata in the underlying data model, Power View knows the relationships between the different tables and fields in a report

16 SharePoint 2013 BI Power View

17 SharePoint 2013 BI Power View

18 SharePoint 2013 BI Power View Pie Charts Pie charts are simple or sophisticated in Power View. You can make a pie chart that drills down when you double-click a slice, or a pie chart that shows sub-slices within the larger color slices. You can cross-filter a pie chart with another chart. Say you click a bar in a bar chart. The part of the pie chart that applies to that bar is highlighted, and the rest of the pie is grayed. Credit to office.microsoft.com

19 SharePoint 2013 BI Power View Maps Maps in Power View use Bing map tiles, so you can zoom and pan as you would with any other Bing map. Locations and fields are dots on the map: The bigger the value, the bigger the dot. When you add a multivalue series, you get pie charts on the map. Credit to office.microsoft.com

20 SharePoint 2013 BI Power View KPI s and Drill up and drill down Credit to office.microsoft.com Credit to office.microsoft.com

21 SharePoint 2013 BI - PerformancePoint PerformancePoint Services in SharePoint Server 2013 is a performance management service that you can use to monitor and analyze your business. By providing flexible, easy-to-use tools for building dashboards, scorecards, and key performance indicators (KPIs), PerformancePoint Services can help individuals across an organization make informed business decisions that align with companywide objectives and strategy. The dashboards and dashboard items are stored and secured within SharePoint lists and libraries, providing you with a single security and repository framework. The architecture also takes advantage of SharePoint Server scalability, collaboration, backup and recovery, and disaster recovery capabilities.

22 SharePoint 2013 BI - PerformancePoint PerformancePoint Dashboard Designer is the design tool you will use to build key performance indicators (KPIs), indicators, scorecards, reports, filters, data sources, and dashboards. It also enables you to deploy your finished dashboards to SharePoint.

23 SharePoint 2013 BI - PerformancePoint Analytic Charts and Grids

24 SharePoint 2013 BI - PerformancePoint Scorecards are a kind of report that shows performance by comparing actual results to target values with graphical icons called indicators

25 SharePoint 2013 BI - PerformancePoint Scorecard with KPI Details Report showing

26 SharePoint 2013 BI - PerformancePoint Decomposition Tree is a view that you can open from a value in certain scorecards and analytic charts and grids

27 SharePoint 2013 BI - BCS Business Connectivity Services (BCS) provides the infrastructure that enables SharePoint 2013 to bring data from external systems into a central system SharePoint BCS makes a compelling argument for using SharePoint 2013 as the central interface for working with legacy business systems in addition to new apps for SharePoint BCS allows you to reveal external data from enterprise applications, web services, and Odata services in SP 2013 and in Office applications. Provides Office-type behaviors such as you find with Contacts, Tasks, and Appointments and capabilities to external data services.

28 SharePoint 2013 BI - BCS Can allow control over what types of interactivity the user has (CRUD) over the data. Write-back capabilities included. Offline use can be enabled Brings the unstructured world of documents and people in SharePoint together with the structured data that is locked in external systems (LOB, Legacy or soon to-be legacy) Based upon the building of External Content Types in SharePoint Designer or Studio Once an ECT has been created, it can be utilized by users that have permission to the ECT Utilizes Secure Store Service for the saving and encryption of the credentials to access the external data

29 SharePoint 2013 BI - BCS Can allow control over what types of interactivity the user has (CRUD) over the data. Write-back capabilities included. Offline use can be enabled Brings the unstructured world of documents and people in SharePoint together with the structured data that is locked in external systems (LOB, Legacy or soon to-be legacy)

30 SharePoint 2013 BI - BCS Creating the ECT (external content type in SPD)

31 SharePoint 2013 BI - BCS Interactive data pulled from an external database

32 SharePoint 2013 BI Which Tool? With so many tools, which one should you choose?

33 BI Tool Features Best Use Data Sources SharePoint Lists Views for reports Simple data display SharePoint/BCS Power View Power Pivot SSRS Excel Services Visio Services Performance Point BCS / SharePoint list Ad hoc visualization, easily create and interact with views Extension of Excel Power Pivot to large data Render to many data sources, Report Builder Surface Excel data in web parts or as fullscreen experience Display Visio diagrams with interactivity and calculations performed by SharePoint Bring together data from multiple sources to create dashboards, reusable Connect to external data Users need to explore data outside of canned reports, things just work together Power users in Excel Static reports displayed in a browser Data in Excel workbooks In conjunction with Visio When data is across multiple sources Display external data as a list Power Pivot model workbook or tabular model on SSAS Merge from almost any data source SQL Server, Oracle, MS Access, OLAP / Multi- Dimensional, SQL Server Analysis Services,XML, Excel, CSV, TSV. Excel Visio and for data linking Excel, Access, Lists, SSAS, ODBC Almost any External sources:.net, SQL Server

34 Thank You! Stay tuned to the ASPE-IT.COM website as we announce future Webinars where we will dive into each of these tools individually Please follow ASPE on Please follow ME on or On LinkedIN in/tcrobbins Look forward to having you in our future BI Webinars