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February 20th, 2013 Presentation - Chris McNulty
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February 20th, 2013 Presentation - Chris McNulty


Chris McNulty's 2/20/13 BASPUG Presentation

Chris McNulty's 2/20/13 BASPUG Presentation

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  • 1. New Frontiers - I have Excel, I need PerformancePoint, I don’t know Analysis ServicesBASPUG February 2013Chris McNulty
  • 2. Chris McNulty • SharePoint BU at Dell Software • 10+ years with SharePoint • 20 years consulting (led KMA SharePoint practice) and financial services technology (Santander, John Hancock/Manulife, GMO, State Street) • MBA in Inv Mgmt from Boston College • Write and speak often on Microsoft IW technologies (blogs & books) • MCSE MCTS MSA MVTSP MCC • Hiking, cooking, playing guitar, colonial history, photography • My family: Hayley, three kids (18, 9, 6) and my dog Stan4 Confidential SharePoint
  • 3. 5 Confidential SharePoint
  • 4. 6 Confidential SharePoint
  • 5. Hometown, Laurel, NY (from Confidential SharePoint
  • 6. Microsoft SharePoint Server 2013 … the infinite frontier8 Confidential Eastern Long Island, August 2012 SharePoint
  • 7. Presentation Governance• Out Of Scope – SharePoint 2013 – Power View – Quest / Dell – Deep Dives (e.g. PowerShell, BI, Upgrade, SQL DBA)• Rules – Questions – time permitting during session – Quick replacement presentation! – Any time after session – email etc. - @cmcnulty2000 – Slides posted to• Prerequisites – Comfortable with SQL – Can write T-SQL – SharePoint Customization Expertise9 Confidential SharePoint
  • 8. Goals for BI Design • Answering the known questions about our business • Allowing users to self-discover patterns and answers to questions we haven’t yet been asked10 Confidential SharePoint
  • 9. SharePoint 2013/SQL 2012 BI PowerPivot • Power View SSRS Self-Service • Alerts • Data Feeds Custom Performance Solutions Point •Mapping Enabling •Dashboards •Web Parts technologies •Analysis •Etc. •Business Services Excel Connectivity Services Services •Excel Web •SQL Reporting Chart Access Services •PowerPivot •Pivot Web Part •Power View •Azure DataMarket11 Confidential SharePoint
  • 10. Scenario• I heard that we have a BI interface in SharePoint. Can I send you an Excel file so we can load it into Performance Point?• Thanks to Geoff Varosky @gvaro12 Confidential SharePoint
  • 11. OverviewExcel1. Excel Prep SQL Server 2. Import to SQL 3. Create View SSASPerformance Point 4. SSAS Project11. Data Conn & Chart 5. SSAS Source12. Dashboard 6. SSAS DSV 7. Named Queries 8, Cube 9. Add Dimensions 10. Build/Deploy/View13 Confidential SharePoint
  • 12. Prerequisites Performance Point Unattended Service Account Enable COM SQL Analysis SQL 2008 R2 Secure Store Addin Power Pivot Services ADOMD.NET / Power View SharePoint Office/Excel SQL Server 2012 2013 2013 ADOMD.NET 10 - Confidential SharePoint
  • 13. Step 1. Excel Preparation• Inspect the file• Remove extra headers• Clean columns – Good, unique names• Add an ID field (integer)• Add Year – YEAR()• Add Quarter – "Q"&ROUNDUP(MONTH(B2)/3,0)• Add Month – TEXT(MONTH(B2),"00")15 Confidential SharePoint
  • 14. DEMO It’s a “spread- sheet”? DEMO • It’s a “spread-sheet”?16 Confidential SharePoint
  • 15. Step 2. Import Excel File to SQL• Create or Re-Use a Non- SharePoint Database• SQL Export/Import Wizard Or SSIS• Use $ and Rename• Edit Mappings & Preview – Dates & Money• Auto-Generate SQL Create Statements• Run and Save SSIS for Reuse17 Confidential SharePoint
  • 16. Step 3. Create a SQL View• Not strictly needed!• Allows you to change the table structure if the Excel file changes but just remap the view18 Confidential SharePoint
  • 17. DEMO SQL Server DEMO • SQL Server19 Confidential SharePoint
  • 18. Step 4. Create SSAS Project• Formerly BIDS• Now SQL Server Data Tools (2012)• AS Multidimensional Template20 Confidential SharePoint
  • 19. Step 5. Create SSAS Data Source• Use wizard• Use service account connection21 Confidential SharePoint
  • 20. Step 6. Create SSAS Data Source View• Use wizard• Use service account connection22 Confidential SharePoint
  • 21. Step 7. Create Named Queries in DSV• These are “virtual dimensions”• Define logical primary key as the unique ID• Source foreign to destination master• (all roads lead to Rome)• Product, Region, State23 Confidential SharePoint
  • 22. Step 8. Create Cube• Master table is the measure group table• Rename Measures to friendlier names24 Confidential SharePoint
  • 23. Step 9. Multiple Dimensions• Product – flat dimension• Geography – a hierarchy – Regions contains states• Time – Build multiple attributes Order into a hierarchy – Y/Q/M/D25 Confidential SharePoint
  • 24. Step 10. Build/Deploy/Inspect• Build cube• Deploy to SSAS from VS• Inspect inside VS26 Confidential SharePoint
  • 25. DEMO SQL Data Tools DEMO • SQL Data Tools27 Confidential SharePoint
  • 26. Step 11. Performance Point Chart• Add SSAS Connection to Cube• Create Analytic Chart – Measure – Series – Dimension – Bottom Axis28 Confidential SharePoint
  • 27. Step 12. Performance Point Dashboard• Create Dashboard – Add Chart• Save and Deploy29 Confidential SharePoint
  • 28. DEMO Performance Point DEMO • PerformancePoint30 Confidential SharePoint
  • 29. OverviewExcel1. Excel Prep SQL Server 2. Import to SQL 3. Create View SSASPerformance Point 4. SSAS Project11. Data Conn & Chart 5. SSAS Source12. Dashboard 6. SSAS DSV 7. Named Queries 8, Cube 9. Add Dimensions 10. Build/Deploy/View31 Confidential SharePoint
  • 30. The carousel paradox…
  • 31. 35 Confidential SharePoint
  • 32. Thank you! – Questions – Contact – Email – Blog – Also – Twitter: @cmcnulty2000 – Upcoming: – SPTechCon SF, SP Heartland Conf, SP Evolutions, SPS Austin, DCSPUG, SPUGME, ShareFest Denver36 Confidential SharePoint
  • 33. More information• SharePoint architecture design patterns in Chris’ e- book entitled SharePoint 2010 Consultant’s Handbook – A Practical Field Guide – Get your free copy here chris-book37 Confidential SharePoint
  • 34. 38 Confidential SharePoint