Data Visualization in SharePointAntonio MaioProtiviti - Senior SharePoint Architect & Senior ManagerMicrosoft SharePoint Server MVP

Email: Antonio.maio@protiviti.comBlog: www.trustsharepoint.comSlide share: http://www.slideshare.net/AntonioMaio2Twitter: @AntonioMaio2

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About Protiviti

Protiviti (www.protiviti.com) is a global consulting firm that helps companies solve problems in finance, technology, operations, governance, risk and internal audit, and has served more than 60 percent of Fortune 1000® and 35 percent of Fortune Global 500® companies. Protiviti and our independently owned Member Firms serve clients through a network of more than 70 locations in over 20 countries. We also work with smaller, growing companies, including those looking to go public, as well as with government agencies. Named one of the 2015 Fortune 100 Best Companies to Work For®, Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI). Founded in 1948, Robert Half is a member of the S&P 500 index.

• 3,000 + professionals

• Over 20 countries in the Americas, Europe, the Middle East and Asia-Pacific

• 70+ offices

• Our revenues: US $ 624.2 M 2014

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Protiviti SharePoint Offerings

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• It rises twice a year• Peaks once before Easter and two weeks before Christmas • It has a mini-peak every Monday and flattens out over the summer?

Guess this Dataset…

David McCandless - TED

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Peak Times that Couples Breakup

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(According to Facebook Status Updates)

Why are we here?

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Let’s start again…Guess this Dataset

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The table is not as impactful as an image!

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Same Thing - Peak Times that Couples Breakup(According to Facebook Status Updates)

This session is about

Impactful Microsoft Visualization Tools

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We are not discussing…• Shaping the Data - Tools like Power Query, SSIS (SQL Server Integration Services), etc.

• How to get the Data

• Security

• Management of the tools

What does Visualization mean?

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1 What are the right questions to ask?

2 Which tools are available?

3 Right tool, when?

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• A clear portrayal of complex relationships– Insight in behaviors - not just pictures– It is no longer a function of the specialists

• WHY is it IMPORTANT?– Speed - time to value– Empowers business users– Enables self-driven data discovery– IT does what it knows best, you do what you know best

What is data visualization?

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Power of Visualization

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What is Data Visualization in our Business?

Reports

Dashboards

Pie Charts

Graphs

Maps

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Before Selecting a Solution for Visualization

3 Questions Must be Answered

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1. What do you want to do with your data?

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2. Which devices are users consuming the data on?

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3. Where is your data located?

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Microsoft Technologies Supporting Visualization

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Right tool, when?

Use Cases1. Excel Pro, SharePoint On Prem

2. SharePoint On Prem, Business Users do Analysis & Discovery

3. SharePoint On Prem, Power users create reports

4. Office 365 & SharePoint On Prem, Cannot have On Prem data in Cloud

5. Office 365, Data On Prem & in Cloud, Multiple devices, Business Users do Data Discovery

6. SharePoint On Prem, Multiple Devices

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I am an Excel pro. I have a lot of data. I have SharePoint on-prem… and I need to provide and share info to many users on Intranet

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Use Case 1

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Power Pivot

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I am an Excel pro. I have a lot of data, I have SharePoint on-prem… and I need to provide and share info to many users on Intranet

Use Case 1

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About Power Pivot

It is part of the Excel family (add-in)

It is not a visualization tool in and of itself.

You can build a Pivot table from multiple tables (multiple sources)

You can build relationships between these tables in a GUI.

Relationships beget Hierarchies which spawn drilling down of data

Enables the ability to quickly process millions of records

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I have SharePoint on-prem. I want users to do data analysis and discovery on the intranet (SharePoint 2010/2013) on their own.

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Use Case 2

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Power View

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I have SharePoint on-prem. I want users to do data analysis and discovery on the intranet (SharePoint 2010/2013) on their own.

Use Case 2

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How to build a Power View Visualization…

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Use Power View Visualization to…

Explore My Data• Interactive

• Analyze data

• Sort

• Filter

• Uncover Relationships

• Spot Trends

• Maps

• Images

• Prototype

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Power Pivot Gallery

This is a specialized SharePoint document library, Silverlight-based. Thumbnail previews of PowerPivot report contents Manage data refreshes for PowerPivot workbooks Creation of Power View and Excel reports

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I have SharePoint on-prem, and need to provide reports to business users on my intranet which they will print. I would like power users to be able to create reports.

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Use Case 3

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SSRS – SQL Server Reporting Services

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I have SharePoint on-prem, and need to provide reports to business users on my intranet which they will print. I would like power users to be able to create reports.

Use Case 3

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Tiles Line Charts

Column & Bar Charts

Slicers Data Bars

Spark lines

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KPIs

Sample Report Available: http://www.sqljason.com/2013/05/a-sample-ssrs-dashboard-and-some-tips.html

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I have both Office 365 and SharePoint on-prem, do not have Power View, cannot use my on-prem data in the cloud, but still need to do some kind of Visualization.

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Use Case 4

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Javascript Library D3.js}

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Use Case 4

I have both Office 365 and SharePoint on-prem, do not have Power View, cannot use my on-prem data in the cloud, but still need to do some kind of Visualization.

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D3.js (Data Driven Documents)

D3.js is a JavaScript library for manipulating documents based on data. D3 helps you bring data to life using HTML, SVG, and CSS. D3’s emphasis on web standards gives you the full capabilities of modern browsers without tying yourself to a proprietary framework.

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I am using Office 365, have my data on-prem and want users to be able to use different devices to do data discovery on the data. I want the users to do create these “reports”.

On-Premise

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Use Case 5

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Power BI

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I am using Office 365, have my data on-prem and want users to be able to use different devices to do data discovery on the data. I want the users to do create these “reports”.

Use Case 5

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Power BI

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• Works with One Drive

• Advanced formatting

• Ask your data questions

• Built in d3.js

DEMO: Power BI

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I have on-prem SharePoint, the data is in lists and need to create responsive dashboards that work on many different devices. I want my users to create and consume these.

On-Premise

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Use Case 6

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I have on-prem SharePoint, the data is in lists and need to create responsive dashboards that work on many different devices. I want my users to create and consume these.

Use Case 6

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Datazen is about analysis, automatically responsive, easy to build and has the philosophy of DESIGN FIRST

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Datazen and Mobile BI

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• Beautiful visualizations

• Create once - publish to any device

• Native apps for all platforms

• Feature parity across iOS, Android, Windows 8

• Perfect scaling to any form factor

• Encrypts data: server, in transit, on devices

• Supports Custom branding

• Social – Share comments on dashboards

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Datazen Publisher is a touch based designer

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DEMO: Datazen Publisher

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In Closing

• There is no “One Size Fits All” in BI space

• Different tools fit different needs

• Connect, Learn, Collaborate, Grow

• Business users make the right decisions the right insights

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Thank you!

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Confidentiality Statement and Restriction for Use

This document contains confidential material proprietary to Protiviti Inc. ("Protiviti"), a wholly-owned subsidiary of Robert Half ("RHI").  RHI is a publicly-traded company and as such, the materials, information,

ideas, and concepts contained herein are non-public, should be used solely and exclusively to evaluate the capabilities of Protiviti to provide assistance to your Company, and should not be used in any

inappropriate manner or in violation of applicable securities laws.  The contents are intended for the use of your Company and may not be distributed to third parties. 

Confidentiality Statement and Restriction for Use

This document contains confidential material proprietary to Protiviti Inc. ("Protiviti"), a wholly-owned subsidiary of Robert Half ("RHI").  RHI is a publicly-traded company and as such, the materials, information,

ideas, and concepts contained herein are non-public, should be used solely and exclusively to evaluate the capabilities of Protiviti to provide assistance to your Company, and should not be used in any

inappropriate manner or in violation of applicable securities laws.  The contents are intended for the use of your Company and may not be distributed to third parties.