Visio 2010 Business Intelligence STLSUG

Report
Microsoft Visio 2010
Business Intelligence
St. Louis SharePoint User Group
Candy Parisi | Microsoft
Visio Solution Specialist
April 10, 2012
Agenda
• Microsoft Business Intelligence
Overview
• Visio Business Intelligence
• Visio Business Intelligence Examples
2
Information Overload
Scorecards
Spreadsheets
Newspapers
IM/chat
Financial reports
Documents
Meetings
Email
Portals
Business books
Slide decks
Webcasts
Presentations
RSS feeds
Project plans
Intranet
Blogs
Dashboards
Magazines
Television reports
Internet
3
Analytic
applications
Charts and graphs
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
Microsoft Business Intelligence
Get the most out of the products you know
Business User Experience
Business Collaboration Platform
Data Infrastructure & BI Platform
5
Familiar User Experience
Self-Service access & insight
Data exploration & analysis
Predictive analysis
Data visualization
Business Collaboration Platform
Dashboards & Scorecards
Excel Services
Visio Services (Dynamic DataDriven 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
Agenda
• Microsoft Business Intelligence Overview
• Visio Business Intelligence
• Visio Business Intelligence Examples
6
Data + Diagram helps to solve the problem of
information overload
Data + Diagram helps:
Data overlaid
on diagram
• 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
Visio BI Maturity Model
High
Using custom data
providers Visio
Services can connect
to data sources
such
®
as Microsoft System
Center
Visio BI Maturity
Users can create mashups where Visio Services
can interact with other
SharePoint web parts to
create rich interactive
dashboards
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
Low
Visio 2010 diagrams can
be connected to data
from multiple sources
and data graphics can
display real time KPI’s
Low
8
• 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
• Requires Visio Professional 2010 or Premium 2010
• Self service and Personal BI on the desktop
• No coding required
Solution Complexity
High
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
Lamp Lens
Assembly
Time(M)
1
Import
production
data from
an
Excel or
Access file
or
Database
2
Lamp Lens
Data Graphic - Shipping
Truck
Origination
Detriot
Destination
Omaha
Time(D)
2
9
2
2
Link the data to Visio shapes and display
the data using Data Graphics
Data Graphics show
the context of data
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
10
Database
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
• Pre-defined Data Graphics: Text, Icon Set, Data Bar, Color by Value
• Data Graphics updated by importing latest data
11
• Panning
• Zooming
• Shape
Data
Window
Legend for Data
Graphics conditions
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
How to create a web part page in
example, clicking a shape in a Visio
SharePoint and how to set-up
web part to trigger another web part to
Web Part Connections.
show additional relevant information
about that shape.
Enable rich interactivity on web part
page by programmatically
manipulating the different Visio web
Visio Services Mash-up API
diagram objects, for example, to show
custom visual overlays when the user
hovers the pointer over a shape.
12
How to code simple JavaScript
and/or ASPX pages.
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
Excel chart for
detailed sales
information
13
Detailed view of
a specific shelf
with KPI
Hyperlink to
open relevant
documents
Visio and Visio Services add unique value to Microsoft BI
Areas of Business Intelligence
Self Service and Personal BI
BI for the community
Organization 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.
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.
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
Report Builder
Excel Services
PerformancePoint Services
Reporting Services
Platform for Business Intelligence
SQL Server Reporting Services
14
SQL Server Integration Services
SQL Server Analysis Services
Agenda
• Microsoft Business Intelligence Overview
• Visio Business Intelligence
• Visio Business Intelligence Examples
15
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
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
Visio BI examples for vertical scenarios
Visio can be used to provide valuable business insights for various industry scenarios
Healthcare
Hospitality
Retail
Insurance
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
650.693.0954
[email protected] |
www.visio.microsoft.com
314-504-3950 mobile
314-994-1852 office
© 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.
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
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

similar documents