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SharePoint Saturday in Redmond: A three-part series on SharePoint 2010
I had the good fortune of attending seven sessions at the SharePoint Saturday in Redmond. The presentations were first class. The conference, breakfast, lunch, and coffee were free. And the crowd was enthusiastic. I took detailed notes on three sessions that I know many of you will be interested in. Here’s the first of a three-part series on SharePoint 2010 from SharePoint Saturday in Redmond.
 
A lucky Tee-shirt winner
 
SharePoint Saturday in Redmond: Part I - SharePoint 2010 overview
 
Gideon Bibliowicz, a SharePoint Product Manager from Microsoft, kicked off the day with an overview of SharePoint 2010. Although I‘ve read a few overview presentations and scoured some marketing sites, I liked the way Gideon positioned SharePoint 2010 and went beyond the usual fluffy hype with some fun demos.
 
Almost everyone has a hard time defining SharePoint when their neighbor asks "What is SharePoint?" Why is it so hard to pin it down in 25 words or less? Here’s a good stab at it:
 
"SharePoint is a business collaboration platform for the enterprise and the web."
 
Gideon elaborated some key words. "Collaboration" can occur between 2 or 100,000 people. "Platform" means that there is a complete and entire ecosystem around which SharePoint can be used, extended, partnered with, and customized. "Web" means, it’s not just for the intranet anymore, it’s also an internet, public-facing development platform (See for example www.ferrari.com).
 
I’m going to expand this definition a bit, and give you my take in exactly 25 words:
 
SharePoint 2010 is a collaboration platform for organizations (business, education, or government) on the web (intranet, extranet, and internet) that integrates beautifully with Office 2010.
 
No pie in the sky
 
Gideon then dug deeper using the new SharePoint pie (or donut, or wheel, or starfish) as the visual prop.
 
The SharePoint 2010 Pie
 
These are the three key messages:
 
Connect and empower people is the who, and encompasses online and offline Office, as well as external data from Line-of-Business (LOB) applications.
 
Cut costs with a unified infrastructure is the how, and focuses on IT maintenance and control.

Rapidly respond to business needs is the why, and focuses on improved ease of use for everyone as well as the new composites realm which are the means to the end. (See Demo 4: Composites below)
Of course, there is a bit of a delicate balancing act between the how and the why. IT needs to exert consistency and control within the enterprise, but you as an Information Worker (IW) want to get beyond the "Submit requests to IT and wait syndrome" and get your job done. You both want to do it in a reasonably harmonious fashion. That’s where the concept of SharePoint governance comes in.
 
In the SharePoint pie, each of the six SharePoint components is expressed in a wheel to show the deep integration of each. They are no longer loosely compiled pillars that sort of work together.
 
Content: 90% of this is your lists, libraries, pages, and metadata. This is your bedrock or foundation. Lots of ease-of-use improvements here.
 
Search: This is self-explanatory, but there are lots of enhancements here that empower you (See Demo 2: Find expertise below).
 
Sites: This used to be called portals, but that word is passé and too limiting. We are now talking sites on the web – inside and outside the firewall.
 
Communities: There are a lot of new investments in this hot area of idea-generation, Web interactions, social awareness, and people collaboration.
 
Insights: This is really another way of saying Business Intelligence (BI), but the idea is to emphasize that this is BI for the masses (The middle tier of the BI Big Stack).
 
Composites: Create powerful solutions without code by using Web Parts, external LOB data, Visio Services (new), Access Services (new), and Excel Services (improved), InfoPath (improved), and SharePoint Designer (revamped). You could say Microsoft Mashups.
 
For the rest of the hour, Gideon demo-ed some important feature and solution highlights that illustrated these six "value propositions."

Demo 1: Update a web page just like that

The key point of this demo is how incredibly easy it is now to update a web page. You simply edit the page and your changes are published with one click. The UI is simple and intuitive, but has rich controls. The new ribbon interface makes it so easy to discover and find commands. It's much easier to add Web Parts, images, videos, and even Silverlight apps. It's nothing to add your own theme, either built-in to SharePoint or one you might customize in PowerPoint.
 
Change a theme with the ribbon
 
A true crowd pleaser is that all of these new features are browser-agnostic, and work in IE, Firefox, and Safari. In fact when Gideon does this demo, he is working in Safari from the get go, and then usually an astute customer points it out.
 
Gideon related a story where a cruise ship line wanted to quickly update their Web site to ease passenger concerns about the swine-flu virus on board their ship. It was easy for the captain to do this because the cruise-line was using SharePoint 2010.
 
Demo 2: Find expertise, not just people
 
Search is new and improved (Really!) with better algorithms, Best Bets, and refinement panels for easier filtering and sorting. More importantly, search is organic. It’s empowered by ratings, tagging, metadata, keywords, taxonomies, folksonomies, all of which when used by an organization make search much more relevant for your company.
 
Also, when you click a link to a document, it can open up in Office Web Apps (and not the client) so you can quickly see the contents or find a slide to a presentation in great fidelity on a Web page.
 
User profiles and organizational browsing are rich and integrated with Search so that if you, for example, type the word “gears” in the mythical company of Contoso, you quickly find who knows all the ins and outs about gears, where in the organization they sit, and who their manager is. You can even add a note to someone’s Noteboard (a new feature) to say you would like to meet with them when they get back from their business trip, let’s say.
 
Typical search results
 
Tag clouds help you find out who the most knowledgeable folks are and what level of expertise they have. Employees can create rich and deep profiles of information that are used by Search to analyze and surface the right content and people you are looking for.
 
"Metadata for the masses" is another important 2010 feature. You can quickly create, update, and evolve taxonomies and folksonomies that are relevant for your organization and use these terms in search, in view columns, and in large content sets (more on that in Part III of this blog series).
 
Demo 3: Visualize insights
 
A key addition to SharePoint 2010 has been a big chunk of PerformancePoint features and functionality, including an advanced dashboard designer, Web Parts, scorecards, KPIs, data source connections, data visualizations like the decomposition tree (a sort-of visual PivotTable), and well-organized business intelligence centers.
 
Combine this with Excel’s new slicers (think flexible, re-arrangeable filters), Sparklines, and the PowerPivot add-in (analyze 100 million records in the blink of an eye – I kid you not!), and you have all the tools you need to create and use BI in your team or group without a PhD in Computer Science.
 
Did I mention that the new Chart Web Part incorporates the acclaimed Dundas visualization technologies?
 
An IW dashboard

DEMO 4: Compose a business solution with Composites
 
How hard is it to incorporate LOB data from SAP, SIEBEL, or SQL Server into SharePoint and leverage that data in a quick business solution? This time around, it's not hard at all. You now have bi-directional, read/write access to LOB external data. Gideon used the thoroughly revamped SharePoint Designer (more on that in Part II of this series) created an entity, which is essentially a data connection, an external content type, which is a set of columns from a table or query as well as a filter, and a mapping of fields between the LOB database and this newly-created external list. It was all done with easy-to-understand web pages, dialog boxes, and data designer tools.
 
As mentioned, the end result is an external list that looks and acts suspiciously like a native list in SharePoint. To prove the point, Gideon updated a list field, and showed the change in a SQL Server database query. Then he showed how easy it was to incorporate this data into an Outlook contact, or Word document using fields.
 
All of this was done without using a single line of code. All of a sudden, external data from legacy and LOB systems can be deeply integrated into SharePoint, whether or not you are a developer.
 
Wrap up
 
Gideon finished with a 10-minute video from some big customers, Sony, Chevron, and Del Monte, who all have been using SharePoint 2010 to make their companies more productive. The key message delivered was: how easy it is to develop solutions, and how much time was saved in creating those solutions.
 
When the usually-down-to-earth Steve Ballmer recently delivered the keynote at the SharePoint 2009 Conference in Las Vegas, he said, and I quote: "SharePoint is a magical product."  Now I hope you see why he said that.
 
There’s a lot more to SharePoint 2010. Watch for: SharePoint Saturday in Redmond: Part II - SharePoint Designer 2010 Overview and SharePoint Saturday in Redmond: Part III – Enterprise Content Management Overview of this three-part series on this blog in future posts.
 
Tell us what you think.
 
Mark Gillis
Advanced Reporting Design Techniques and Capabilities

Hello, I'm Denise, a writer for PerformancePoint, and I'm posting from the SharePoint Conference 2010 in Las Vegas. Today I attended a session on "Advanced Reporting Design Techniques and Capabilities."

This session covered how to create advanced reports by using SQL Server 2008 R2. Advanced reports are highly customizable views that enable report authors to deliver information to users they way they want to see it. Using SQL Server 2008 Report Builder, can create all kinds of advanced reports, such as:

  • Sparkline graphs
  • Line and bar charts
  • Pyramid charts
  • Radar maps
  • Gauges
  • Maps, such as geographical maps
  • Donut graphs
  • Tables
  • and many more.

Report Builder is one of many tools that you can use to create reports for dashboards or for sharing with users.

  • You can create a Chart Web Part by using edit mode in a SharePoint site, or by using SharePoint Designer.
  • You can create highly interactive analytic charts and grids, scorecards, strategy maps, and many other reports by using Dashboard Designer.
  • You can create many different kinds of reports by using Microsoft Excel 2010, and then publish those reports to Excel Services.

However, Report Builder offers you the ability to create highly customizable, advanced reports that you cannot easily create by using SharePoint applications, such as Dashboard Designer or SharePoint Designer. But you can use the reports that you create by using Report Builder in your dashboards, because SQL Server 2008 integrates closely with SharePoint Server 2010.

For example, using Report Builder, you can create a highly interactive geographical map that shows which regions are performing well, and which ones aren’t at a glance. In that map, you can drill down to see the underlying data. Using Dashboard Designer, you cannot create an interactive geographical map as a primary report type, but you can create a PerformancePoint Web Part to display that map in your dashboard.

As another example, using Report Builder, you can create a tabular report and then embed interactive charts in one or more cells. You can customize chart legends and format each chart or table to look just the way you want it to (or just the way report users requested it to display). You can also take pieces and parts of reports that you create by using Report Builder and create other reports (this is called this “Grab & Go reporting”).

SQL Server 2008 R2 nicely complements the business intelligence functionality that you get with SharePoint Server 2010 and its services, including PerformancePoint Services and Excel Services.

-- Denise

Microsoft SharePoint 2010 Conference Live: BI in SharePoint 2010

Imagine a page on your site with information coming from any line of business application displayed in a graphical dashboard with live, up-to-date data and the ability to drill into the details and filter any way you like. Sound exciting? Then you are going to love the new products coming out with the 2010 wave.

 

Microsoft's PowerPivot (previously known as Gemini code name) has officially hit the world in two versions, one for SQL Server and the other for SharePoint. PowerPivot allows you to drill-in, filter, and sort on any category of data in your charts. Imagine the power of Excel's Pivot Table now inside of SharePoint.

 

The example provided into today's breakout session was a chart coming from PerformancePoint, a Visio diagram showing a map of the U.S. color-coded based on the data, and an Excel chart, all bound to live data.

 

In addition to the stunning visual charts, also available is a web part displaying the profile of the owner of the page with their image and contact info along with a Notes Board allowing for viewers to add their own comments.

 

All the data on this dashboard is live and the page refresh is seamless. SharePoint hardly misses a step.

 

Another cool functionality that was demonstrated is a timeline slider that allows you to view the data in the visual chart as it progresses through time by sliding it across with your mouse.

 

I can't wait to start implementing this!

 

More to come this afternoon...

 

-Sandra Tersteeg

Technology Business Consultant

Allyis, Inc.  |  www.allyis.com

Integrating Your Library System with SharePoint 2007: As Simple as BDC

By Miles Stauffer, MLIS
CIRPD | http://www.cirpd.org

 

As a consultant librarian I have been given many opportunities to work with technology. By far the most rewarding was my experience with SharePoint 2007 and the Business Data Catalog.

For those of you who don't know the Business Data Catalog happens to be the most amazing, simple, and under rated feature of SharePoint 2007. Essentially it allows you to connect to all your other business applications without any coding. I am still shocked that as a librarian I was able to do this!

In this article I am going to explain why this is such a valuable tool, and to give you some direction if you want to know more. Future posts will walk you through the different library systems.

 

Why is this so interesting?

There are numerous reasons why this is so interesting, so let’s start with the library world. At the moment there are multiple content management systems that allow a library to integrate all of their holdings into one slick portal interface. Products such as Encore, VuFind, and Scriblio are incredibly popular, but there are two glaring problems with these data aggregators: 1) your library portal is still separate from your intranet, and 2) you still have go through all the work of implementing this brand new system instead of using the SharePoint installation that already exists.

 

Let’s take a step back from the library world to get a bigger picture of this. SharePoint 2007 using the Business Data Catalog allows your company to aggregate all of your specific software solutions into one platform. With regards to usability, user centered design, and accessibility it is amazing that SharePoint can provide one interface where users are able to access all types of information regardless of what system they live on.

 

Next Steps

To make this a reality there are a few tips, tools, and sites that you will need.

Microsoft SharePoint 2007 can integrate and leverage all of your existing software services with no coding needed. For me this has been a rewarding process. These projects promote the visibility, flexibility, and the importance of the library. Libraries always have to fight for their importance, take the next step and wade into the waters of the BDC!

Using SharePoint to make business decisions
 

If your work is anything like mine, then you probably need to look at business information a little more closely, review new data points, and share business information you didn’t have to prepare before. Lots of people are talking about the importance of business intelligence in this economic climate. Now, business intelligence might seem like some sort of complex job responsibility, but you probably already use data of some sort to make business decisions and share that information with colleagues and management, and that means you’re already doing business intelligence!

 

If you’re being asked to use business data to make better, faster, and more relevant decisions; proactively share business data with colleagues and management; or monitor and report on the performance of your team or organization, come check out the new Business Intelligence page on Office Online to learn how the technologies you have today can enable people at all levels of a business make better decisions. The new Business Intelligence page on Office Online can help to get you started using Excel as a front end to analyze data, SharePoint Server to share business data with colleagues, and PerformancePoint Server to monitor and analyze performance.

 

And some of you might ask, what is PerformancePoint Server? If you haven’t seen PerformancePoint in action, check out this virtual lab for creating a corporate performance dashboard that publishes to SharePoint. But wait, there’s more! As of April 1, SharePoint Server customers with software assurance can now get PerformancePoint Server for free! To see if you qualify, visit PerformancePoint Integration with SharePoint.

Sharon Meramore

SharePoint End-User Content Team
Interact with live data in SharePoint

If you want to publish spreadsheets on your SharePoint site so that people can view and interact with business data using a Web browser instead of opening files in the Excel program, then Excel Services is something you really should check out.

 

Using Excel Services with SharePoint

 

You can reuse and share entire Excel workbooks or just part of them - a single sheet, chart or table - on SharePoint portals and dashboards, and then interact with that data and analyze Pivot Table reports and charts using just a Web browser.

 

If you are not familiar with how Excel Services and SharePoint work together to create a dynamic  view of data, I highly recommend the following training courses on Office Online:

I hope you find these courses helpful as a solid introduction to using Excel Services with SharePoint and, as always, any feedback you have is appreciated!

    --Cris

    SharePoint End-user Content Team

    Friday cool content: Business Intelligence for End Users
    The Business Intelligence Conference may be over, but my brain is still spinning with information from customers, partners, and sessions. More than 3,000 people came from 30 countries around to world to share experiences about planning, deploying, and using a variety of Microsoft products to either create data cubes, streamline processes, or provide reporting services.
     
    This year, the excitement was that Microsoft unveiled Project Gemini, an Excel add-in planned to ship with Kilimanjaro (a BI focused release of SQL Server).
     
    In the Gemini demo we watched as 20 million rows (that's no typo!) were sorted, filtered, pivoted, and modeled instantly - all on a PC that you or I might have at work.
     
    Want to see it for yourself? Watch Stephen Elop's keynote speech.
     
    The audience was even more impressed when all of that data was easily published directly to a SharePoint site, making it immediately available for collaboration.
     
    Well - another exciting week wrapped up!
    So long from Redmond -
    Renee
    End User SharePoint Content Team
     
     
    We hope to meet you at the Business Intelligence Conference

    Are you attending the upcoming Microsoft Business Intelligence Conference? If so, we look forward to seeing you there.

     

    Some of the writers who publish content for Microsoft SharePoint Server, PerformancePoint, and Excel will be attending the conference from October 6 through October 8. We are looking forward to visiting with customers, partners, and other individuals who are interested in or already using Microsoft Business Intelligence. We'd like to hear what type of content would help you the most.

     

    Microsoft Business Intelligence includes a wide range of applications that you can use for planning, monitoring, reporting, and analysis.  Understanding the bits and pieces may seem overwhelming at first, but we can help.

     

    We have resources for you on Office Online, including Help, demos, and training materials. See us at the conference, and we will be happy to give you a list of those resources and where to get more information.

     

    Visit the Microsoft BI Conference site for more details about the conference and how to register.

     

    Thanks,

     

    Denise

    PerformancePoint Server End User Team

    Friday Cool Content: Roadmap to Business Intelligence Features of SharePoint Server 2007

    If your organization is planning to implement business intelligence features, a good place to start is the Roadmap to business intelligence features of SharePoint Server 2007. 

    The roadmap covers the various stages of planning, configuring, and interacting with business data, and it comes with a navigable diagram similar to the image below. If you are a visual thinker like me, the diagram makes it easier to understand how the pieces fit together and to browse through the content.

    Business Intelligence Roadmap

    Business intelligence features include sharing data across organizational boundaries, delivering reports to help make informed business decisions, and measuring progress toward goals with key performance indicators.  To learn more about business intelligence features, view these training lessons.

    For general information about business intelligence, see the Microsoft Business Intelligence site or read the Microsoft Business Intelligence Blog. If you are attending the Microsoft Business Intelligence Conference, we hope to see you there.

    Thanks,

    Toni
    SharePoint End User Content Team

    Friday Cool Content: Links to SharePoint Server Training

    I’d like to point you to some short training courses on specific SharePoint features. These free courses typically take less than an hour, and you can pick and choose which parts you want to view. They also come with a cool quick reference card, so you can view the main procedures or concepts all in one place.

    The course catalog includes series on document libraries, slide libraries, calendars, workflows, and Excel Services, and they were developed by a Microsoft training team with input from SharePoint experts. Most courses are also available in a downloadable PowerPoint format that you can view on your desktop or customize for group training.

    Another option is general, comprehensive training, if you or your staff need help getting started with using SharePoint sites. This article explains how to use or set up the training. The training leads you through the new features, ranging from automated workflows to track approval cycles, business dashboards showing how well you are performing on your goals, and working with documents and some lists from Outlook.

    Thanks,

    Toni
    SharePoint End User Content Team

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