Reporting and Enterprise Reporting: Which SharePoint 2010 Business Intelligence Approach is Best?

Reporting solutions range from complex, technically challenging infrastructure types to simple, ad-hoc reporting from a client-based application. Often, the most difficult aspect of selecting a solution is the process of understanding what the organization really needs.

The success factors of implementation are basically three-fold:

  1. The level of commitment and sponsorship of the project from senior management
  2. The level of business need for creating a BI implementation
  3. The amount and quality of business data available

reference:http://en.wikipedia.org/wiki/Business_intelligence#Success_factors_of_implementation

In this post, I have analyzed some of the most popular and most common reporting solutions for SharePoint 2010, mentioning both benefits and challenges. An organization may need one, some or all of these reporting solutions to meet their enterprise needs. In practice, all of these solutions are compatible in an infrastructure properly designed with the whole in mind and can be deployed in totality.

Summary of Reporting and Enterprise Reporting Solutions:

SharePoint Reporting Options WorkEngine Reporting Solution Benefits Description
SharePoint Web Part Pages/Dashboard
WorkEngine Chart Web Part Template Pack:
http://kb.epmlive.com/Download50877.aspx
Low-impact to infrastructure
Leverages SharePoint Out of Box web part pages, high flexibility
Commonly tracked project information and will save you valuable time with the ability to place them in any Web Part Zone in your WorkEngine application.
Microsoft Office (Excel, Access) connected directly to a reporting database
WorkEngine Excel Report Packs:
General Instructions for setting up Excel to connect to WorkEngine Reporting Database:
http://kb.epmlive.com/KnowledgebaseArticle50682.aspx
WorkEngine Preconfigured Excel Reports:
http://kb.epmlive.com/Download50894.aspx
WorkEngine Preconfigured Timesheet Reporting:
http://kb.epmlive.com/Download50818.aspx
 
Low-impact to infrastructure (usually little to no change required to setup)
Report design is easily modified and updated
Commonly used Excel based application for managing and reporting
Web-based Microsoft Office (Excel, Access) rendered through SharePoint WorkEngine Excel Report Packs:
General Instructions for setting up Excel to connect to WorkEngine Reporting Database:
http://kb.epmlive.com/KnowledgebaseArticle50682.aspx
WorkEngine Preconfigured Excel Reports:
http://kb.epmlive.com/Download50894.aspx
WorkEngine Preconfigured Timesheet Reporting:
http://kb.epmlive.com/Download50818.aspx
 
Medium-impact to infrastructure, requiring technical resources to implement
Report design is easily modified and updated as organizational changes flow down
Reports are centralized through technical design and maintained as part of the SharePoint farm
Web-based SQL Reporting Services reports stored on SharePoint WorkEngine SSRS Report Pack:
 
http://kb.epmlive.com/Download50815.aspx
 
High-impact to infrastructure, requiring specialized technical resources to implement
Report design is tightly controlled
Reports are centralized through technical design and maintained as part of the SharePoint farm
Reports performance is based on SQL server stability and performance, which can handle millions of rows
Web-based KPIs and dashboards using PerformancePoint in SharePoint Performance Point integration with WorkEngine Reporting Database
WorkEngine Reporting Database Info:  Please review section 7 of our Administration and Configuration Guide.
http://kb.epmlive.com/KnowledgebaseArticle50675.aspx
High-impact to infrastructure, requiring specialized technical resources to implement
Report design is tightly controlled
Reports are centralized through technical design and maintained as part of the SharePoint farm
Reports performance is based on SharePoint server stability and performance, and can handle millions of rows
No end-user training is required to consume the reports, and they are generated automatically

Weigh the technical and organizational challenges, your business requirements and the three success factors mentioned upfront to discover which reporting solution will work best for you.

You can always start with the most simple, extensible option and grow into a more complex solution over time. At the very least, I would recommend to first try the solution with the lowest initial investment (whichever one that is for you) for a period of time, and then do a re-assessment on whether the organization’s business intelligence needs are satisfied.​