New Frontiers - I have Excel, I needPerformance Point, I don’t know AnalysisServicesSPTechCon San Francisco 2013Chris McNu...
25 years                                                         Since 1987, Quest has offered                            ...
Dell Software | SharePoint3   Confidential             SharePoint
Meet Chris McNulty@cmcnulty2000                   12 years in                   SharePoint, 20+ in                   IT   ...
6   Confidential   SharePoint
7   Confidential   SharePoint
8   Confidential   SharePoint
Hometown, Laurel, NY (from www.flickr.com/photos/cmcnulty)9   Confidential                                              Sh...
Microsoft SharePoint Server 2013 … the infinite frontier10   Confidential                Eastern Long Island, AugustShareP...
Key Topics11   Confidential   SharePoint BU
Presentation Governance• In scope – the “scenario”• Out Of Scope      – Power View      – Quest / Dell      – Deep Dives (...
Goals for BI Design                    • Answering the known questions                      about our business            ...
SharePoint 2013/SQL 2012 BI                                                          PowerPivot                           ...
Scenario• I heard that we have a BI interface in SharePoint. Can I send you an Excel file  so we can load it into Performa...
OverviewExcel1. Excel Prep           SQL Server                        2. Import to SQL                        3. Create V...
Prerequisites                                                  Performance Point                                          ...
Step 1. Excel Preparation• Inspect the file• Remove extra headers• Clean columns – Good, unique  names• Add an ID field (i...
DEMO     It’s a “spread-     sheet”?                    DEMO                    • It’s a “spread-sheet”?19   Confidential ...
Step 2. Import Excel File to SQL• Create or Re-Use a Non-SharePoint  Database• SQL Export/Import Wizard Or SSIS• Use $ and...
Step 3. Create a SQL View• Not strictly needed!• Allows you to change the table  structure if the Excel file changes  but ...
DEMO     SQL Server                    DEMO                    • SQL Server22   Confidential                  SharePoint
Step 4. Create SSAS Project• Formerly BIDS• Now SQL Server Data Tools  (2012)• AS Multidimensional Template• Define deploy...
Step 5. Create SSAS Data Source• Use wizard• Use service account connection24   Confidential                  SharePoint
Step 6. Create SSAS Data Source View• Use wizard• Use service account connection25   Confidential                      Sha...
Step 7. Create Named Queries in DSV• These are “virtual dimensions”• Define logical primary key as the  unique ID• Source ...
Step 8. Create Cube• Master table is the measure  group table• Rename Measures to friendlier  names27   Confidential      ...
Step 9. Multiple Dimensions• Product – flat dimension• Geography – a hierarchy      – Regions contains states• Time      –...
Step 10. Build/Deploy/Inspect• Build cube• Deploy to SSAS from VS• Inspect inside VS29   Confidential               ShareP...
DEMO     SQL Data     Tools                    DEMO                    • SQL Data Tools30   Confidential                  ...
Step 11. Performance Point Chart• Add SSAS Connection to Cube• Create Analytic Chart      – Measure – Series      – Dimens...
Step 12. Performance Point Dashboard• Create Dashboard      – Add Chart• Save and Deploy32   Confidential                 ...
DEMO     Performance     Point                    DEMO                    • PerformancePoint33   Confidential             ...
OverviewExcel1. Excel Prep           SQL Server                        2. Import to SQL                        3. Create V...
The carousel  paradox…
38   Confidential   SharePoint
Thank you!      – Questions      – Contact             – Email chris_mcnulty@dell.com             – Blog http://www.chrism...
While youre in the Bay Area…• Monday 4:00pm - SharePoint SpeedMetal Admin 101• Monday 5:30pm – Lightning Talks• Tuesday 2:...
More information• SharePoint architecture design patterns in Chris’ e-  book entitled SharePoint 2010 Consultant’s  Handbo...
43   Confidential   SharePoint
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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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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
  • I Have Excel, I Need PerformancePoint, and I’m Afraid of Analysis Services by Chris McNulty - SPTechCon

    1. 1. New Frontiers - I have Excel, I needPerformance Point, I don’t know AnalysisServicesSPTechCon San Francisco 2013Chris McNulty
    2. 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. 3. Dell Software | SharePoint3 Confidential SharePoint
    4. 4. Meet Chris McNulty@cmcnulty2000 12 years in SharePoint, 20+ in IT 3 children (Devin Nate Rachel) and my wife Hayley5 Confidential SharePoint
    5. 5. 6 Confidential SharePoint
    6. 6. 7 Confidential SharePoint
    7. 7. 8 Confidential SharePoint
    8. 8. Hometown, Laurel, NY (from www.flickr.com/photos/cmcnulty)9 Confidential SharePoint
    9. 9. Microsoft SharePoint Server 2013 … the infinite frontier10 Confidential Eastern Long Island, AugustSharePoint 2012
    10. 10. Key Topics11 Confidential SharePoint BU
    11. 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 www.sharepointforall.com http://bit.ly/WSFXPO• Prerequisites – Comfortable with SQL – Can write T-SQL – SharePoint Customization Expertise12 Confidential SharePoint
    12. 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. 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. 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. 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. 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 - http://www.microsoft.com/en-us/download/details.aspx?id=1697817 Confidential SharePoint
    17. 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. 18. DEMO It’s a “spread- sheet”? DEMO • It’s a “spread-sheet”?19 Confidential SharePoint
    19. 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. 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. 21. DEMO SQL Server DEMO • SQL Server22 Confidential SharePoint
    22. 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. 23. Step 5. Create SSAS Data Source• Use wizard• Use service account connection24 Confidential SharePoint
    24. 24. Step 6. Create SSAS Data Source View• Use wizard• Use service account connection25 Confidential SharePoint
    25. 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. 26. Step 8. Create Cube• Master table is the measure group table• Rename Measures to friendlier names27 Confidential SharePoint
    27. 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. 28. Step 10. Build/Deploy/Inspect• Build cube• Deploy to SSAS from VS• Inspect inside VS29 Confidential SharePoint
    29. 29. DEMO SQL Data Tools DEMO • SQL Data Tools30 Confidential SharePoint
    30. 30. Step 11. Performance Point Chart• Add SSAS Connection to Cube• Create Analytic Chart – Measure – Series – Dimension – Bottom Axis31 Confidential SharePoint
    31. 31. Step 12. Performance Point Dashboard• Create Dashboard – Add Chart• Save and Deploy32 Confidential SharePoint
    32. 32. DEMO Performance Point DEMO • PerformancePoint33 Confidential SharePoint
    33. 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. 34. The carousel paradox…
    35. 35. 38 Confidential SharePoint
    36. 36. Thank you! – Questions – Contact – Email chris_mcnulty@dell.com – Blog http://www.chrismcnulty.net/blog – Also http://www.sharepointforall.com – Twitter: @cmcnulty2000 – Upcoming: – ICC Heartland Conf, SP Evolutions, DCSPUG, SPUGME, ShareFest Denver39 Confidential SharePoint
    37. 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. 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 http://www.quest.com/get-chris- book42 Confidential SharePoint
    39. 39. 43 Confidential SharePoint
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