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Mobile Business Intelligence
 with Microsoft SSRS & SharePoint



                 DesignMind
                  San Francisco
                      2012
Angel Abundez
   Business Intelligence Consultant, DesignMind
         Microsoft Business Intelligence
         ASP.NET
         Tableau
   Worked with SQL Server since 2007
   SSWUG BI Author
   Co-Lead, Bay Area Microsoft BI User Group
DesignMind
                                                           San Francisco
                                                                 Silicon Valley, Seattle




                  Custom Software                                                          Business Intelligence
                                                                                           Data Warehouse Architecture & Implementation




                               Databases
Data Marts, Data Warehouses, Master Data Management,
           Reporting, Analytics, Dashboards, Mobile, ETL                                   Mobile BI
                                                                                           Smartphones, iPads, Tablets




                                                           Microsoft Certified
                                                           Gold Partner
                                                           SQL Server, SharePoint, .NET
Agenda
 Options for Mobile BI. What are some challenges?
   Web Browser
   Native Apps
   Security
 What makes good Mobile BI?
Why is Mobile BI important?
   33% of BI will be consumed on Mobile Devices by the end of
    2013
(Source: Gartner)


 Tablet and Smartphone    Sales grow over 100% each year
(Source: ABI Research)


 119M Projected    Tablet sales in 2012
(Source: Gartner)
Why is Mobile BI important?
Microsoft Options for Mobile BI
    MOBILE WEB BROWSER                      NATIVE APP
SharePoint 2010                Mobi Reports Pro
• Performance Point Services
• Excel Services               3rd Party Apps
• SSRS 2012 in Integrated      • Tableau
  Mode                         • RoamBI
                               • PushBI
SSRS 2012 SP1 (***CTP 3)       • MicroStrategy

3rd Party Dev Tools
• Mobile Entreé                Build your own!
• DevExpress
• Strategy Companion
Microsoft Options for Mobile BI
     MOBILE WEB BROWSER                              NATIVE APP
Pros                                  Pros
•   Easier Cross-Platform             •   Multi-gesture Controls
    Development and Testing
                                      •   Pop-Up Menus, Navigation Tricks,
•   Lower Cost. Fast Implementation       Screen Real-Estate utilization
•   Got SQL Server? Quick mobile
                                      •   Communicate with other apps
    turn-around
Cons                                  Cons
•   Limited Navigation and Screen     •   High Cost
    Real-Estate                       •   Cross-Platform
•   Browser CSS rendering             •   Platform OS changes
    differences
•   Caching data unless you use
    HTML5
Microsoft Options for Mobile BI
SQL Server Reporting Services 2012            Performance Point Services             …
 Pros                                  Pros
 •   Pixel Perfect                     •   Consistent Look and Feel
     Layout/Customization
                                       •   Pre-built Functionality
 •   Advanced Visualizations (Bullet
                                       •   Ad Hoc Visualizations
     Graphs, Maps, Sparklines, Data
     Bars)                             •   Callbacks refresh dashboards
 Cons                                  Cons
 •   Postbacks refresh the entire      •   Requires an OLAP cube to take
     report                                advantage of prebuilt functions
 •   Browser CSS rendering             •   Customization requires coding of master
     differences                           pages/CSS
Challenges in Mobile BI




Security   Performance   Real Estate   Design   Cross Platform
Challenges in Mobile BI
Security
   VPN
   SSL
   Mobile Device Management (MDM)
     Remote Control over apps & app settings on enterprise mobile devices
Challenges in Mobile BI - Performance
               Software                              Hardware

•   Report Caching and Snapshots     •   SSD
•   Data Warehousing (Data Model)    •   Cloud-based servers
     –   Columnstore
                                     •   ***SQL Azure
•   SSAS UDM
•   SQL Server 2012 BI Semantic
    Model
     –   PowerPivot
     –   SSAS Tabular Mode
     –   SSAS Multidimensional UDM
Mobile BI Options Demo




 Performance Point on Safari           SSRS on Mobi Reports Pro
Multiple Pages   Minimal Master Page   Mobile Pro App   Parameters
What Makes Good Mobile Reporting?
“Multi-touch gestures are often forgotten…”

“Fingers are remarkable things. We can test the
 weather, test the direction of the wind, plug a
 leak, but not precision tapping on a mobile
 device.”

“Keep to a rhythm of 44 pixel tap targets.”

“Keep the interface (technology) essentially
 invisible.”

“Nobody wants to spend brain power figuring
 out how you’re app works”
Navigation for Mobile




             Source: Tapworthy, Designing Great iPhone Apps
Design in Mobile BI
   Easy touch screen actions            Report Item Actions
         Highlighting                   PerformancePoint Filters
         Filtering                      Scorecard Data Connections
         Drill-Down/Drill-Through
   Share your Findings
         Email
         Export
         Screenshot
   Connecting on the go
         SQL Azure Reporting Services
         VPN
         Windows Authentication
Navigation for Mobile BI
Drill-Down vs. Drill-Through
   Drill-Down - get to a Category to see smaller subset of the
    data
        SSRS Charts > Category Groups
        SSRS Tablix > Row Groups or Column Groups.
        PPS Filters and Data Connections
   Drill-Through opens up a whole new report showing
    transactional detail.
Advanced Visualizations




               Comparative               Trellis
Bullet Graph                 Sparkline
                Bar Chart                Chart
Mobi Reports Pro & Mobi SSRS
   SQL Reporting Services for iPad and iPhone

                       View SQL Reporting Services Reports
                       Supports SSRS 2005, 2008, 2008 R2,
                        2012, Azure SSRS in Native and
                        SharePoint modes
                       Parameters support
                       Drill-Down and Drill-Through reports
                       Navigate between multiple reports
                        quickly with Bookmarks and History
                       Print and Email Reports
Interactivity Demo




  Performance Point              SQL Server Reporting Services
Filters         Scorecards       1-Click Highlight Filter   Breadcrumbs
            (Data Connections)
Learn more
         Sources:
          Jen Stirrup, SQL Server MVP UK
           Jenstirrup.com
         Jen Underwood, Technical Evangelist, Microsoft
           JenUnderwood.com
          Stacia Misner’s SQL Azure Reporting Services webinar
           http://www.syncfusion.com/resources/webinar/sql-
           azure
          Mobiweave.com
         5 Best Mobile BI Tips by Tableau
Conclusion
   Microsoft has options for Mobile BI.
   Cost vs. Functionality vs. User
    Experience will tell you platform
   Practice good Security principles.
   Fundamental BI and Mobile App
    design. (KISS)
   Making it easy for users is hard, but
    the rewards for adoption are great.
Contact us
             DesignMind
             Custom Software, Database, and
             Business Intelligence Solutions
             San Francisco
             www.designmind.com



             Angel Abundez
             Business Intelligence Consultant
             Email angel@designmind.com
             Twitter @angelstreamline
             Blog www.angelsbiblog.com
             Find me on
Thank you

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Microsoft Mobile Business Intelligence

  • 1. Mobile Business Intelligence with Microsoft SSRS & SharePoint DesignMind San Francisco 2012
  • 2. Angel Abundez  Business Intelligence Consultant, DesignMind  Microsoft Business Intelligence  ASP.NET  Tableau  Worked with SQL Server since 2007  SSWUG BI Author  Co-Lead, Bay Area Microsoft BI User Group
  • 3. DesignMind San Francisco Silicon Valley, Seattle Custom Software Business Intelligence Data Warehouse Architecture & Implementation Databases Data Marts, Data Warehouses, Master Data Management, Reporting, Analytics, Dashboards, Mobile, ETL Mobile BI Smartphones, iPads, Tablets Microsoft Certified Gold Partner SQL Server, SharePoint, .NET
  • 4. Agenda  Options for Mobile BI. What are some challenges?  Web Browser  Native Apps  Security  What makes good Mobile BI?
  • 5. Why is Mobile BI important?  33% of BI will be consumed on Mobile Devices by the end of 2013 (Source: Gartner)  Tablet and Smartphone Sales grow over 100% each year (Source: ABI Research)  119M Projected Tablet sales in 2012 (Source: Gartner)
  • 6. Why is Mobile BI important?
  • 7. Microsoft Options for Mobile BI MOBILE WEB BROWSER NATIVE APP SharePoint 2010 Mobi Reports Pro • Performance Point Services • Excel Services 3rd Party Apps • SSRS 2012 in Integrated • Tableau Mode • RoamBI • PushBI SSRS 2012 SP1 (***CTP 3) • MicroStrategy 3rd Party Dev Tools • Mobile Entreé Build your own! • DevExpress • Strategy Companion
  • 8. Microsoft Options for Mobile BI MOBILE WEB BROWSER NATIVE APP Pros Pros • Easier Cross-Platform • Multi-gesture Controls Development and Testing • Pop-Up Menus, Navigation Tricks, • Lower Cost. Fast Implementation Screen Real-Estate utilization • Got SQL Server? Quick mobile • Communicate with other apps turn-around Cons Cons • Limited Navigation and Screen • High Cost Real-Estate • Cross-Platform • Browser CSS rendering • Platform OS changes differences • Caching data unless you use HTML5
  • 9. Microsoft Options for Mobile BI SQL Server Reporting Services 2012 Performance Point Services … Pros Pros • Pixel Perfect • Consistent Look and Feel Layout/Customization • Pre-built Functionality • Advanced Visualizations (Bullet • Ad Hoc Visualizations Graphs, Maps, Sparklines, Data Bars) • Callbacks refresh dashboards Cons Cons • Postbacks refresh the entire • Requires an OLAP cube to take report advantage of prebuilt functions • Browser CSS rendering • Customization requires coding of master differences pages/CSS
  • 10. Challenges in Mobile BI Security Performance Real Estate Design Cross Platform
  • 11. Challenges in Mobile BI Security  VPN  SSL  Mobile Device Management (MDM)  Remote Control over apps & app settings on enterprise mobile devices
  • 12. Challenges in Mobile BI - Performance Software Hardware • Report Caching and Snapshots • SSD • Data Warehousing (Data Model) • Cloud-based servers – Columnstore • ***SQL Azure • SSAS UDM • SQL Server 2012 BI Semantic Model – PowerPivot – SSAS Tabular Mode – SSAS Multidimensional UDM
  • 13. Mobile BI Options Demo Performance Point on Safari SSRS on Mobi Reports Pro Multiple Pages Minimal Master Page Mobile Pro App Parameters
  • 14. What Makes Good Mobile Reporting? “Multi-touch gestures are often forgotten…” “Fingers are remarkable things. We can test the weather, test the direction of the wind, plug a leak, but not precision tapping on a mobile device.” “Keep to a rhythm of 44 pixel tap targets.” “Keep the interface (technology) essentially invisible.” “Nobody wants to spend brain power figuring out how you’re app works”
  • 15. Navigation for Mobile Source: Tapworthy, Designing Great iPhone Apps
  • 16. Design in Mobile BI  Easy touch screen actions Report Item Actions  Highlighting PerformancePoint Filters  Filtering Scorecard Data Connections  Drill-Down/Drill-Through  Share your Findings  Email  Export  Screenshot  Connecting on the go  SQL Azure Reporting Services  VPN  Windows Authentication
  • 17. Navigation for Mobile BI Drill-Down vs. Drill-Through  Drill-Down - get to a Category to see smaller subset of the data  SSRS Charts > Category Groups  SSRS Tablix > Row Groups or Column Groups.  PPS Filters and Data Connections  Drill-Through opens up a whole new report showing transactional detail.
  • 18. Advanced Visualizations Comparative Trellis Bullet Graph Sparkline Bar Chart Chart
  • 19. Mobi Reports Pro & Mobi SSRS SQL Reporting Services for iPad and iPhone  View SQL Reporting Services Reports  Supports SSRS 2005, 2008, 2008 R2, 2012, Azure SSRS in Native and SharePoint modes  Parameters support  Drill-Down and Drill-Through reports  Navigate between multiple reports quickly with Bookmarks and History  Print and Email Reports
  • 20. Interactivity Demo Performance Point SQL Server Reporting Services Filters Scorecards 1-Click Highlight Filter Breadcrumbs (Data Connections)
  • 21. Learn more Sources:  Jen Stirrup, SQL Server MVP UK Jenstirrup.com Jen Underwood, Technical Evangelist, Microsoft JenUnderwood.com  Stacia Misner’s SQL Azure Reporting Services webinar http://www.syncfusion.com/resources/webinar/sql- azure  Mobiweave.com 5 Best Mobile BI Tips by Tableau
  • 22. Conclusion  Microsoft has options for Mobile BI.  Cost vs. Functionality vs. User Experience will tell you platform  Practice good Security principles.  Fundamental BI and Mobile App design. (KISS)  Making it easy for users is hard, but the rewards for adoption are great.
  • 23. Contact us DesignMind Custom Software, Database, and Business Intelligence Solutions San Francisco www.designmind.com Angel Abundez Business Intelligence Consultant Email angel@designmind.com Twitter @angelstreamline Blog www.angelsbiblog.com Find me on