Chris McNulty's 2/20/13 BASPUG Presentation

1. New Frontiers - I have Excel, I need Performance
Point, I don’t know Analysis Services
BASPUG February 2013
Chris 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 Stan
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5. Hometown, Laurel, NY (from www.flickr.com/photos/cmcnulty)
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6. Microsoft SharePoint Server 2013 … the infinite frontier
8 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 www.sharepointforall.com http://bit.ly/WSFXPO
• Prerequisites
– Comfortable with SQL
– Can write T-SQL
– SharePoint Customization Expertise
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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 asked
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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
DataMarket
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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 @gvaro
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11. Overview
Excel
1. Excel Prep SQL Server
2. Import to SQL
3. Create View
SSAS
Performance Point
4. SSAS Project
11. Data Conn & Chart
5. SSAS Source
12. Dashboard
6. SSAS DSV
7. Named Queries
8, Cube
9. Add Dimensions
10. Build/Deploy/View
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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 - http://www.microsoft.com/en-us/download/details.aspx?id=16978
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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")
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14. DEMO
It’s a “spread-
sheet”?
DEMO
• It’s a “spread-sheet”?
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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 Reuse
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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 view
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17. DEMO
SQL Server
DEMO
• SQL Server
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18. Step 4. Create SSAS Project
• Formerly BIDS
• Now SQL Server Data Tools (2012)
• AS Multidimensional Template
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19. Step 5. Create SSAS Data Source
• Use wizard
• Use service account connection
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20. Step 6. Create SSAS Data Source View
• Use wizard
• Use service account connection
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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, State
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22. Step 8. Create Cube
• Master table is the measure group
table
• Rename Measures to friendlier
names
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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/D
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24. Step 10. Build/Deploy/Inspect
• Build cube
• Deploy to SSAS from VS
• Inspect inside VS
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25. DEMO
SQL Data
Tools
DEMO
• SQL Data Tools
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26. Step 11. Performance Point Chart
• Add SSAS Connection to Cube
• Create Analytic Chart
– Measure – Series
– Dimension – Bottom Axis
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27. Step 12. Performance Point Dashboard
• Create Dashboard
– Add Chart
• Save and Deploy
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28. DEMO
Performance
Point
DEMO
• PerformancePoint
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29. Overview
Excel
1. Excel Prep SQL Server
2. Import to SQL
3. Create View
SSAS
Performance Point
4. SSAS Project
11. Data Conn & Chart
5. SSAS Source
12. Dashboard
6. SSAS DSV
7. Named Queries
8, Cube
9. Add Dimensions
10. Build/Deploy/View
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30. The carousel
paradox…

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32. Thank you!
– Questions
– Contact
– Email chris_mcnulty@dell.com
– Blog http://www.chrismcnulty.net/blog
– Also http://www.sharepointforall.com
– Twitter: @cmcnulty2000
– Upcoming:
– SPTechCon SF, SP Heartland Conf, SP Evolutions,
SPS Austin, DCSPUG, SPUGME, ShareFest Denver
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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 http://www.quest.com/get-
chris-book
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