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Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Leveraging SQList: Maximise the potential
of your current SharePoint infrastructure
without the need for costly upgrades.
1
Francesco Marcolini
CEO
Rupert Squires
Client Director
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
This is for you if..
2
Platform
✔ SharePoint Online
✔ SharePoint 2010+
✔ MS-SQL Azure
✔ MS-SQL 2008+
Audience
✔ Business Systems Architects
✔ BI & Reporting Analysts
✔ System Integrators
✔ Data Analysts
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Today we’ll cover:
3
Problem Solution Use Cases FAQs
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
So, what is the problem?​
4
SharePoint Lists
&
Document Libraries
Client Data
Knowledge Documents
Product data
Supplier data
Power Apps Data
Reports (Power BI / SSRS)
Integration with LOB systems
Challenges
• 5,000 item API limit
• Slow performance Power BI
• Throttling / Performance
• Unable to join tables
AI Integration
Perform complex SQL queries
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
So, what is the problem?​
5
SharePoint Lists
&
Document Libraries
Client Data
Knowledge Docs
Product Data
Supplier data
Power Apps Data
Reports (Power BI / SSRS)
Integration with LOB systems
AI Integration
Perform complex SQL queries
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
LOB Systems and Single Version of the Truth.
6
Countries
Products
Clients
Invoices
Categories
Products
Suppliers
LOB Invoicing LOB Supply Chain
Custom sync
Complexities arise when
changes are made on both sides
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
LOB consolidation and Single Version of the Truth.
7
Countries
Products
Clients
Invoices
Categories
Products
Suppliers
LOB Invoicing LOB Supply Chain
SQL
Views
Products
🡪 Single version of the truth
🡪 Single point of access
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
LOB consolidation and Single Version of the Truth.
8
1 Master data kept in SharePoint
2 Data is kept in sync in SQL table
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
LOB consolidation and Single Version of the Truth.
9
1 A new item is created in SharePoint
2 Item is replicated to SQL in near real time
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Preview content changes before approval to go live
10
Approver
STAGING DATA
LIVE DATA
STAGING
LIVE
Author
E-Mail Approval
Relied on human input which was time
consuming and introduced errors
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Preview content changes before approval to go live
11
Lists & Libraries
Approver
PENDING
DATA
STAGING
LIVE
Other Use Cases
Publishing PDF Datasheets
Preview Power BI Reports
Testing LOB Systems
Author
APPROVED
DATA
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Preview content changes before approval to go live
12
1 Existing Item in “Approved” status 2 Item is edited and goes into “Pending” status
3 Approved and Pending data are replicated to separate tables.
4 Upon approval, the live table is updated.
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Use-case: Reporting on very large lists
13
10million+
Item list
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Use-case: Reporting on very large lists
14
10million+
Item list
Direct Query
connection
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Use-case: Reporting on very large lists
15
1 SharePoint lists containing 500k+ items
2 List is synchronised to SQL table in near real time
3
Power BI report display real time data
using Direct Query connection
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
ChatGPT-style access to Document Libraries
16
Company Policies
Contracts
Knowledge
What is my holiday entitlement?
Can you summarise the ACME
contract?
Employee
Leave Policy
ACME Contract
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
ChatGPT-style access to Document Libraries
17
Company Policies
Contracts
Knowledge
+ GPT
What is my holiday entitlement?
You are entitled to 25 days per
year, you can find more details in
the “Holiday entitlement” policy.
Can you summarise the ACME
contract?
The ACMEcontract describes…
Employee
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
ChatGPT-style access to Document Libraries
18
1
Documents Library from
Information EXP
Policy Express Solution
2
Chat Assistant answers with information from Document
Library
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Facts & Pricing
19
Syncs data from
🡪 SharePoint Lists
🡪 SharePoint Document
Libraries
Works with
🡪 SharePoint 2010+
🡪 SharePoint Online
🡪 MS-SQL Azure
🡪 MS-SQL 2008+
Install
🡪 Low Spec VM
🡪 Existing Server
License
🡪 Per Instance
🡪 Perpetual Licence
🡪 Optional Support + Upgrades
Pricing for 2023 : £4,565, ~$6,000 (USD)
Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades.
Q&A
www.axioworks.com
info@axioworks.com
www.linkedin.com/company/axioworks-ltd/
@axioworks
20
Download a free trial or
request a live demo

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Leveraging SQList: Maximise the potential of your current SharePoint infrastructure without the need for costly upgrades (AxioWorks webinar)

  • 1. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. Leveraging SQList: Maximise the potential of your current SharePoint infrastructure without the need for costly upgrades. 1 Francesco Marcolini CEO Rupert Squires Client Director
  • 2. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. This is for you if.. 2 Platform ✔ SharePoint Online ✔ SharePoint 2010+ ✔ MS-SQL Azure ✔ MS-SQL 2008+ Audience ✔ Business Systems Architects ✔ BI & Reporting Analysts ✔ System Integrators ✔ Data Analysts
  • 3. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. Today we’ll cover: 3 Problem Solution Use Cases FAQs
  • 4. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. So, what is the problem?​ 4 SharePoint Lists & Document Libraries Client Data Knowledge Documents Product data Supplier data Power Apps Data Reports (Power BI / SSRS) Integration with LOB systems Challenges • 5,000 item API limit • Slow performance Power BI • Throttling / Performance • Unable to join tables AI Integration Perform complex SQL queries
  • 5. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. So, what is the problem?​ 5 SharePoint Lists & Document Libraries Client Data Knowledge Docs Product Data Supplier data Power Apps Data Reports (Power BI / SSRS) Integration with LOB systems AI Integration Perform complex SQL queries
  • 6. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. LOB Systems and Single Version of the Truth. 6 Countries Products Clients Invoices Categories Products Suppliers LOB Invoicing LOB Supply Chain Custom sync Complexities arise when changes are made on both sides
  • 7. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. LOB consolidation and Single Version of the Truth. 7 Countries Products Clients Invoices Categories Products Suppliers LOB Invoicing LOB Supply Chain SQL Views Products 🡪 Single version of the truth 🡪 Single point of access
  • 8. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. LOB consolidation and Single Version of the Truth. 8 1 Master data kept in SharePoint 2 Data is kept in sync in SQL table
  • 9. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. LOB consolidation and Single Version of the Truth. 9 1 A new item is created in SharePoint 2 Item is replicated to SQL in near real time
  • 10. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. Preview content changes before approval to go live 10 Approver STAGING DATA LIVE DATA STAGING LIVE Author E-Mail Approval Relied on human input which was time consuming and introduced errors
  • 11. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. Preview content changes before approval to go live 11 Lists & Libraries Approver PENDING DATA STAGING LIVE Other Use Cases Publishing PDF Datasheets Preview Power BI Reports Testing LOB Systems Author APPROVED DATA
  • 12. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. Preview content changes before approval to go live 12 1 Existing Item in “Approved” status 2 Item is edited and goes into “Pending” status 3 Approved and Pending data are replicated to separate tables. 4 Upon approval, the live table is updated.
  • 13. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. Use-case: Reporting on very large lists 13 10million+ Item list
  • 14. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. Use-case: Reporting on very large lists 14 10million+ Item list Direct Query connection
  • 15. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. Use-case: Reporting on very large lists 15 1 SharePoint lists containing 500k+ items 2 List is synchronised to SQL table in near real time 3 Power BI report display real time data using Direct Query connection
  • 16. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. ChatGPT-style access to Document Libraries 16 Company Policies Contracts Knowledge What is my holiday entitlement? Can you summarise the ACME contract? Employee Leave Policy ACME Contract
  • 17. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. ChatGPT-style access to Document Libraries 17 Company Policies Contracts Knowledge + GPT What is my holiday entitlement? You are entitled to 25 days per year, you can find more details in the “Holiday entitlement” policy. Can you summarise the ACME contract? The ACMEcontract describes… Employee
  • 18. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. ChatGPT-style access to Document Libraries 18 1 Documents Library from Information EXP Policy Express Solution 2 Chat Assistant answers with information from Document Library
  • 19. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. Facts & Pricing 19 Syncs data from 🡪 SharePoint Lists 🡪 SharePoint Document Libraries Works with 🡪 SharePoint 2010+ 🡪 SharePoint Online 🡪 MS-SQL Azure 🡪 MS-SQL 2008+ Install 🡪 Low Spec VM 🡪 Existing Server License 🡪 Per Instance 🡪 Perpetual Licence 🡪 Optional Support + Upgrades Pricing for 2023 : £4,565, ~$6,000 (USD)
  • 20. Leveraging SQList: Maximize the potential of your current SharePoint infrastructure without the need for costly upgrades. Q&A www.axioworks.com info@axioworks.com www.linkedin.com/company/axioworks-ltd/ @axioworks 20 Download a free trial or request a live demo

Editor's Notes

  1. SPEAK SLOWLY, DON’T EAT YOUR WORDS! Welcome everyone Thank you for attending our webinar My name’s Francesco, I am CEO of AxioWorks [Rupert] And I am Rupert, Client director at Information EXP Ok, let’s start [click]
  2. Talk about why you might want to do this
  3. SPEAK SLOWLY, DON’T EAT YOUR WORDS! So, what is the problem with SharePoint? SharePoint is a fantastic platform to store all kind of data… [click] Documents about policies, internal knowledge… Spreadsheets about deals… Data about suppliers, clients, products… And now, with the advent of Power Apps, citizen developers are storing all kind of data in SharePoint The result is that we have very large amounts of data stored in SharePoint, which is good! But… [click] We want to use this data outside of SharePoint For example, in Power BI Reports, or integrate it with other systems, or perform complex SQL queries on it, … And more recently, with the advent generative AI, feed it to LL models with huge potentials. [click] And that is where we have a problem! SharePoint has so many limitations, that makes practically impossible to integrate its data with other systems. Namely the infamous 5k items limit the limit of lookup columns Throttling And performance in general Just to name a few… [click]
  4. SPEAK SLOWLY, DON’T EAT YOUR WORDS! So, what is the problem with SharePoint? SharePoint is a fantastic platform to store all kind of data… [click] Documents about policies, internal knowledge… Spreadsheets about deals… Data about suppliers, clients, products… And now, with the advent of Power Apps, citizen developers are storing all kind of data in SharePoint The result is that we have very large amounts of data stored in SharePoint, which is good! But… [click] We want to use this data outside of SharePoint For example, in Power BI Reports, or integrate it with other systems, or perform complex SQL queries on it, … And more recently, with the advent generative AI, feed it to LL models with huge potentials. [click] And that is where we have a problem! SharePoint has so many limitations, that makes practically impossible to integrate its data with other systems. Namely the infamous 5k items limit the limit of lookup columns Throttling And performance in general Just to name a few… [click]
  5. SPEAK SLOWLY, DON’T EAT YOUR WORDS! First use case… This is a very common situation in many organisations. A variety of systems, some maybe built in house, some purchased from third parties… And each have some data that are also present in others, for example Product data, Clients, Categories, Employees… And these data must be kept in sync amongst them. A common scenario is that custom synchronisation jobs are put in to keep these data in sync, which can get complex, when changes are made in multiple systems… Which one was update first? Which has the most reliable data? Very common issues in these scenario… So, how did SQList help in this case? [click] ==================================== Rupert 0. Calculated fields What about if I add a column Starting from scratch
  6. SPEAK SLOWLY, DON’T EAT YOUR WORDS! First use case… This is a very common situation in many organisations. A variety of systems, some maybe built in house, some purchased from third parties… And each have some data that are also present in others, for example Product data, Clients, Categories, Employees… And these data must be kept in sync amongst them. A common scenario is that custom synchronisation jobs are put in to keep these data in sync, which can get complex, when changes are made in multiple systems… Which one was update first? Which has the most reliable data? Very common issues in these scenario… So, how did SQList help in this case? [click]
  7. SPEAK SLOWLY, DON’T EAT YOUR WORDS! First use case… This is a very common situation in many organisations. A variety of systems, some maybe built in house, some purchased from third parties… And each have some data that are also present in others, for example Product data, Clients, Categories, Employees… And these data must be kept in sync amongst them. A common scenario is that custom synchronisation jobs are put in to keep these data in sync, which can get complex, when changes are made in multiple systems… Which one was update first? Which has the most reliable data? Very common issues in these scenario… So, how did SQList help in this case? [click]
  8. SPEAK SLOWLY, DON’T EAT YOUR WORDS! First use case… This is a very common situation in many organisations. A variety of systems, some maybe built in house, some purchased from third parties… And each have some data that are also present in others, for example Product data, Clients, Categories, Employees… And these data must be kept in sync amongst them. A common scenario is that custom synchronisation jobs are put in to keep these data in sync, which can get complex, when changes are made in multiple systems… Which one was update first? Which has the most reliable data? Very common issues in these scenario… So, how did SQList help in this case? [click]
  9. SPEAK SLOWLY, DON’T EAT YOUR WORDS! Ok, this was for a company that wanted to publish, data they were storing in SharePoint,to their public websites. They also had approval on some of that data, and only approved content could go live. So, what did we do here… We installed SQList, and configured it to synchronise PENDING Sharepoint data to one SQL database, And APPROVED data to another database. We then pointed the internal, STAGING, website to the PENDING database, And the public, LIVE, website to the APPROVED database. This solution, gave them the ability to preview all changes, before approving them to go live. [demo: two selects, pending and approved] Just to point out… [click] This solution can be applied, just as well, to other applications, Like Power BI dashboards, feed to other systems, Endless possibilities… Ok, next use case… [click] =============================== Out of the box Can we publish PDFs
  10. SPEAK SLOWLY, DON’T EAT YOUR WORDS! Ok, this was for a company that wanted to publish, data they were storing in SharePoint,to their public websites. They also had approval on some of that data, and only approved content could go live. So, what did we do here… We installed SQList, and configured it to synchronise PENDING Sharepoint data to one SQL database, And APPROVED data to another database. We then pointed the internal, STAGING, website to the PENDING database, And the public, LIVE, website to the APPROVED database. This solution, gave them the ability to preview all changes, before approving them to go live. [demo: two selects, pending and approved] Just to point out… [click] This solution can be applied, just as well, to other applications, Like Power BI dashboards, feed to other systems, Endless possibilities… Ok, next use case… [click] =============================== Out of the box Can we publish PDFs
  11. SPEAK SLOWLY, DON’T EAT YOUR WORDS! Ok, this was for a company that wanted to publish, data they were storing in SharePoint,to their public websites. They also had approval on some of that data, and only approved content could go live. So, what did we do here… We installed SQList, and configured it to synchronise PENDING Sharepoint data to one SQL database, And APPROVED data to another database. We then pointed the internal, STAGING, website to the PENDING database, And the public, LIVE, website to the APPROVED database. This solution, gave them the ability to preview all changes, before approving them to go live. [demo: two selects, pending and approved] Just to point out… [click] This solution can be applied, just as well, to other applications, Like Power BI dashboards, feed to other systems, Endless possibilities… Ok, next use case… [click] =============================== Out of the box Can we publish PDFs
  12. SPEAK SLOWLY, DON’T EAT YOUR WORDS! What did we do here… [click] First, we installed SQList and made all these data available as SQL Server tables. [click] That alone allowed them to use direct query in Power BI and run the reports they needed. But we didn’t stop there, There was still the problem of these huge lists in SharePoint, that were too large to manage in a practical way… So,how did we solve that… [click] We first configured SQList *not* to remove items that were deleted in SharePoint, for the SQL tables. Then… [click] We (well, they) built a scheduled job to keep the largest lists trimmed by deleting old items and keeping only the most recent ones. That made those lists easy to manage in SharePoint. Note that deleted items, were *not* removed from the SQL tables, and that… [click] Made the entirety of the data still available for reporting, as it should be. [demo: keep deleted items] Ok… moving on… [click]
  13. SPEAK SLOWLY, DON’T EAT YOUR WORDS! What did we do here… [click] First, we installed SQList and made all these data available as SQL Server tables. [click] That alone allowed them to use direct query in Power BI and run the reports they needed. But we didn’t stop there, There was still the problem of these huge lists in SharePoint, that were too large to manage in a practical way… So,how did we solve that… [click] We first configured SQList *not* to remove items that were deleted in SharePoint, for the SQL tables. Then… [click] We (well, they) built a scheduled job to keep the largest lists trimmed by deleting old items and keeping only the most recent ones. That made those lists easy to manage in SharePoint. Note that deleted items, were *not* removed from the SQL tables, and that… [click] Made the entirety of the data still available for reporting, as it should be. [demo: keep deleted items] Ok… moving on… [click]
  14. SPEAK SLOWLY, DON’T EAT YOUR WORDS! What did we do here… [click] First, we installed SQList and made all these data available as SQL Server tables. [click] That alone allowed them to use direct query in Power BI and run the reports they needed. But we didn’t stop there, There was still the problem of these huge lists in SharePoint, that were too large to manage in a practical way… So,how did we solve that… [click] We first configured SQList *not* to remove items that were deleted in SharePoint, for the SQL tables. Then… [click] We (well, they) built a scheduled job to keep the largest lists trimmed by deleting old items and keeping only the most recent ones. That made those lists easy to manage in SharePoint. Note that deleted items, were *not* removed from the SQL tables, and that… [click] Made the entirety of the data still available for reporting, as it should be. [demo: keep deleted items] Ok… moving on… [click]
  15. SPEAK SLOWLY, DON’T EAT YOUR WORDS! We come to our last use case. This is not a real-world application but a system we are building at AxioWorks… It’s still at the prototype phase but I’ll be able to give you a quick preview. What we have done here, is… we have take the output of SQList, from SharePoint document libraries, and fed it into a new system that uses OpenAI generative chat. By doing so, we are able to query content of these document libraries using a ShatGPT-style language. The result is quite impressive as it allow us to ask questions about the content of the document and get a direct answer. This is a huge step forward from a SharePoint search, where the result is a list of documents that we then have to go and read to find our answer. [demo: KNowledge AI Web] Q: Q: [upload a new document to show how it gets automatically digested] Q: Q: [click]
  16. SPEAK SLOWLY, DON’T EAT YOUR WORDS! We come to our last use case. This is not a real-world application but a system we are building at AxioWorks… It’s still at the prototype phase but I’ll be able to give you a quick preview. What we have done here, is… we have take the output of SQList, from SharePoint document libraries, and fed it into a new system that uses OpenAI generative chat. By doing so, we are able to query content of these document libraries using a ShatGPT-style language. The result is quite impressive as it allow us to ask questions about the content of the document and get a direct answer. This is a huge step forward from a SharePoint search, where the result is a list of documents that we then have to go and read to find our answer. [demo: KNowledge AI Web] “What is the materiaty leave policy” “How muc d Q: Q: [upload a new document to show how it gets automatically digested] Q: Q: [click]
  17. SPEAK SLOWLY, DON’T EAT YOUR WORDS! We come to our last use case. This is not a real-world application but a system we are building at AxioWorks… It’s still at the prototype phase but I’ll be able to give you a quick preview. What we have done here, is… we have take the output of SQList, from SharePoint document libraries, and fed it into a new system that uses OpenAI generative chat. By doing so, we are able to query content of these document libraries using a ShatGPT-style language. The result is quite impressive as it allow us to ask questions about the content of the document and get a direct answer. This is a huge step forward from a SharePoint search, where the result is a list of documents that we then have to go and read to find our answer. [demo: KNowledge AI Web] “What is the materiaty leave policy” “How muc d Q: Q: [upload a new document to show how it gets automatically digested] Q: Q: [click]
  18. SPEAK SLOWLY, DON’T EAT YOUR WORDS! Ok, any questions? If you have any, please put the in the chat. If you prefer to contact us by email, please email info@axioworks.com You can download a trial of SQList from our website at www.axioworks.com, you can also register for our newsletter Please follow us on LinekdIn, we publish updates regularly. [check questions in chat and answer] Thank you all for coming! Good bye!