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I Have Excel, I Need PerformancePoint, and I’m Afraid of Analysis Services by Chris McNulty  - SPTechCon
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I Have Excel, I Need PerformancePoint, and I’m Afraid of Analysis Services by Chris McNulty - SPTechCon


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Technical Class: …

Technical Class:
Wednesday, March 6
3:45 PM - 5:00 PM

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  • Who is Quest? Founded in 1987 we have over 25 years of experience simplifying common IT challenges Some of the largest customers in the world depend on Quest products We have a history of innovation and acquisition that strengthen our product portfolio to deliver increased customer value We’ve historically invested more than our competition, allowing us to out-innovate our peers Nearly 4,000 employees worldwide
  • Refer to other sessions!
  • Guide you around the world, or, ultimately guide you safely homeWe have to keep that light burning
  • Transcript

    • 1. New Frontiers - I have Excel, I needPerformance Point, I don’t know AnalysisServicesSPTechCon San Francisco 2013Chris McNulty
    • 2. 25 years Since 1987, Quest has offered a broad and deep selection of products that target common IT challenges 100k 30 Quest products provide over Over thirty acquisitions have 100,000 customers with IT solutions strengthened our product portfolio every day18%Quest has driven innovation by 3,900 Quest employees develop solutions in over sixtyregularly investing 18% or more in offices throughout the worldR&D
    • 3. Dell Software | SharePoint3 Confidential SharePoint
    • 4. Meet Chris McNulty@cmcnulty2000 12 years in SharePoint, 20+ in IT 3 children (Devin Nate Rachel) and my wife Hayley5 Confidential SharePoint
    • 5. 6 Confidential SharePoint
    • 6. 7 Confidential SharePoint
    • 7. 8 Confidential SharePoint
    • 8. Hometown, Laurel, NY (from Confidential SharePoint
    • 9. Microsoft SharePoint Server 2013 … the infinite frontier10 Confidential Eastern Long Island, AugustSharePoint 2012
    • 10. Key Topics11 Confidential SharePoint BU
    • 11. Presentation Governance• In scope – the “scenario”• Out Of Scope – Power View – Quest / Dell – Deep Dives (e.g. PowerShell, BI, Upgrade, SQL DBA)• Rules – Questions – time permitting during session – Any time after session – email etc. - @cmcnulty2000 – Slides posted to• Prerequisites – Comfortable with SQL – Can write T-SQL – SharePoint Customization Expertise12 Confidential SharePoint
    • 12. 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 asked13 Confidential SharePoint
    • 13. 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 •Azure DataMarket14 Confidential SharePoint
    • 14. 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 @gvaro15 Confidential SharePoint
    • 15. 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/View16 Confidential SharePoint
    • 16. 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
    • 17. 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")18 Confidential SharePoint
    • 18. DEMO It’s a “spread- sheet”? DEMO • It’s a “spread-sheet”?19 Confidential SharePoint
    • 19. 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 Reuse20 Confidential SharePoint
    • 20. 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 view21 Confidential SharePoint
    • 21. DEMO SQL Server DEMO • SQL Server22 Confidential SharePoint
    • 22. Step 4. Create SSAS Project• Formerly BIDS• Now SQL Server Data Tools (2012)• AS Multidimensional Template• Define deployment target as an SSAS database23 Confidential SharePoint
    • 23. Step 5. Create SSAS Data Source• Use wizard• Use service account connection24 Confidential SharePoint
    • 24. Step 6. Create SSAS Data Source View• Use wizard• Use service account connection25 Confidential SharePoint
    • 25. 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, State26 Confidential SharePoint
    • 26. Step 8. Create Cube• Master table is the measure group table• Rename Measures to friendlier names27 Confidential SharePoint
    • 27. Step 9. Multiple Dimensions• Product – flat dimension• Geography – a hierarchy – Regions contains states• Time – Build multiple attributes Order into a hierarchy – Y/Q/M/D28 Confidential SharePoint
    • 28. Step 10. Build/Deploy/Inspect• Build cube• Deploy to SSAS from VS• Inspect inside VS29 Confidential SharePoint
    • 29. DEMO SQL Data Tools DEMO • SQL Data Tools30 Confidential SharePoint
    • 30. Step 11. Performance Point Chart• Add SSAS Connection to Cube• Create Analytic Chart – Measure – Series – Dimension – Bottom Axis31 Confidential SharePoint
    • 31. Step 12. Performance Point Dashboard• Create Dashboard – Add Chart• Save and Deploy32 Confidential SharePoint
    • 32. DEMO Performance Point DEMO • PerformancePoint33 Confidential SharePoint
    • 33. 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/View34 Confidential SharePoint
    • 34. The carousel paradox…
    • 35. 38 Confidential SharePoint
    • 36. Thank you! – Questions – Contact – Email – Blog – Also – Twitter: @cmcnulty2000 – Upcoming: – ICC Heartland Conf, SP Evolutions, DCSPUG, SPUGME, ShareFest Denver39 Confidential SharePoint
    • 37. While youre in the Bay Area…• Monday 4:00pm - SharePoint SpeedMetal Admin 101• Monday 5:30pm – Lightning Talks• Tuesday 2:00pm – Social 101 and SharePoint• Tuesday 6:00pm – Book Signing, Dell, SharePoint 2013 Consultant’s Handbook (Advance Edition)• Wednesday 1:15pm – SharePoint Experts Meetup (Managed Metadata)• Wednesday 3:45pm – I Have Excel, I Need PerformancePoint, but I Don’t Know Analysis Services!40 Confidential SharePoint BU
    • 38. 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 book42 Confidential SharePoint
    • 39. 43 Confidential SharePoint