Decoding the Business Intelligence Alphabet Soup - SSRS, KPI, OLAP, BISM and more!

1. SharePoint Saturday Cincinnati
October 27, 2012
Decoding the Business
Intelligence Alphabet Soup
SSRS, KPI, OLAP, BISM and more!
Scott Brickey
Strategic Data Systems

2. About Us
SDS Custom SharePoint Solutions
Agile development and SharePoint coding experience to create an optimal
solution for your unique SharePoint application and integration needs.
· Workflow & InfoPath Forms for Business Process
Automation
· SharePoint Reports & BI Integration
· Portals & Collaboration
· Content Management
Agile Practices for proven faster delivery, higher quality, & increased business value.

3. Business Intelligence Tools :
A brief history

4. Business Intelligence Tools :
Yesterday, Today, and
Tomorrow
2007
Excel:
2010
- PivotTable improvements
- Conditional Formatting Excel:
2012
- Row limit improvements - Pivot Table Slicers
- Spark Lines Excel:
2013
SharePoint: - PowerPivot
- Excel Services SharePoint: SharePoint: Excel:
- PerformancePoint Services - Excel Services improvements - PowerPivot for Excel Svcs - Power View
- SSRS Integrated Mode - Visio Services Analysis Services:
- Tabular Mode SharePoint:
Report Services: - PerformancePoint support for
- SharePoint Service App iPad
- Power View

5. Agenda
• Data Silos and Data Warehouses
• Reporting Services
• Excel Services
• Visio Services
• Performance Point
• Power Pivot and Power View

6. Data Silos and
Data Warehouses

7. Data Silos
• Where does data live?
– Line of business systems (OLTP)
• Databases : SQL, Oracle, etc
• Data Exports : CSV
– Excel files
– SharePoint Lists
• Also accessible via RSS, OData
– Elsewhere
• RSS, Atom, OData, etc

8. Data Warehouse Architecture
OLTP DW SSAS
• Raw Data • ROLAP • MOLAP
• TSQL • TSQL • MDX
• Normalized • Denormalized • MultiDimensional
• Realtime • Realtime - 1 • Realtime - 2

9. SQL Server Reporting
Services

10. Why Reporting Services?
• Free
– Limited to local SQL Express data only
• Except when using linked servers
– No scheduled/unattended reports
• Already in use
• Convert Access reports, train report builders
• No dependency on SharePoint editions
• Reuse your SharePoint portal
– Intranet, Extranet, website

11. Reporting Services Native
Mode (2005)
Minimally Integrated
• Install from RSWebParts.cab
– C:Program Files (x86)Microsoft SQL Server110ToolsReporting
ServicesSharePointRSWebParts.cab
• Integration via Web Parts
– Report Explorer
• Link to Report Builder
– Report Viewer
• same as the ReportViewer ASP.Net control
• Basically an IFrame
• Contents stored on SSRS
• Client connects directly to SSRS
– Firewall and other considerations

12. Reporting Services Integrated
Mode (2008 & 2008 R2)
Deeply Integrated – Single Dedicated Report Server
• SSRS Configuration  SharePoint Mode
• Central Admin  General Application Settings
• Content stored in SharePoint
– Utilize SharePoint‟s security model, Versioning, Approvals, Workflows
– Logging, AAM‟s, Claims based auth
• RS Content Types
– Report Data Source *.RSDS connection string
– Report Builder Model (DataSet) *.RSD query
– Report Builder Model (Semantic) *.SMDL
– Report Builder Report *.RDL
• Remove the Report Explorer web part (unnecessary)
• Client connects THROUGH SharePoint (double/triple hop)

13. Reporting Services 2012
Completely Integrated – Scalable Dedicated Servers
• SSRS Configuration  SharePoint Mode
• Central Admin  Service Application
– Scalable Architecture
• Scheduled Report Jobs
– Data Driven subscription
– Report snapshots for historical data
• Power View
– Interactive Designer
– Timeline “Play” button
– (more on this later)

14. Reporting Services
Data Sources
• Microsoft • Extensible / Standards
– SQL Server Database – OLE DB
– SQL Server Analysis
– ODBC
– SQL Azure
– SharePoint List – XML
– SSRS Report Model
– BI Semantic Model for Power View
• Third Party
– Oracle
– SAP NetWeaver BI
– Hyperion Essbase

15. Reporting Services
Data Sets
• Single query (fields, filters)
• Single source
• Data provider specific language
– TSQL, MDX, XMLA
• Dataset (file) security

16. Reporting Services
Query Designer – SQL – Data
Set

17. Reporting Services
Query Designer – SQL – Data Set

18. Reporting Services
Query Designer – MDX – Data
Set

19. Reporting Services
Query Designer – MDX – Data Set

20. Reporting Services
Data Models
• Data Models are SSRS Data Sources
• Describes data and relationships
• Automatically generated from SQL Database or OLAP Cube
– Exploring the tables, views, fields, relationships
• Model Item-level security permissions
• SQL Express NOT supported
• Click Through Reports

21. Reporting Services
Query Designer – SQL – Data
Model

22. Reporting Services
Query Designer – SQL – Data
Model

23. Reporting Services
Query Designer – MDX – Data
Model

24. Reporting Services
Query Designer – MDX – Data
Model

25. Reporting Services
Query Designer – Data Model

26. Reporting Services
Reports
• Create with Report Designer (BIDS) or Report Builder
• Data Visualizations
– Table/Matrix/List
– Chart
– Gauge
– Map
– Data Bar
– Sparkline
– Indicator
• Subscriptions
– Data Driven Alerts
• Options
– Data : Live, Cached, Snapshot

27. Reporting Services
Visualizations : Charts
• Column
• Line
• Shape
– Pie, Funnel
• Bar
• Area
• Range
– Area, Stock, …
• Scatter
• Polar

28. Reporting Services
Visualizations : Gauges
• Radial
• Linear

29. Reporting Services
Visualizations : Map

31. Reporting Services
Visualizations : Indicators
• Directional
• Symbols
• Shapes
• Ratings

32. Reporting Services
Report Outputs
• Export to File
– XML, CSV, PDF, Excel (XLSX)
– TIFF, Word, MSHTML
• Export to Data Feed (.atomsvc)
– PowerPivot (default)
– SSIS (via HTTP connection)
– Outlook (yes, really)

33. Reporting Services
Subscriptions
• Event Driven
– On a schedule (Hour, Day, Week, Month)
– When snapshots are created
Destinations Formats

34. Reporting Services
Data Driven Subscriptions
• Data Source : Report Data Source, Report Data Model
• Query
• Report parameter binding
• Delivery
– Static Values Destinations Formats
– Query Fields

35. Excel and Excel Services

36. Excel : Data Connections
• Stored : Embedded or External File
• Microsoft : SQL Database, Analysis Services
– MS Query : SharePoint Lists
• Office Data Connection (*.ODC) files
• XML
– CSV
• Extensible Providers
– ODBC : Access, dBase, Excel, Paradox, FoxPro, CSV, Oracle
– OLE DB : SQL, Analysis Services, Active Directory

37. Excel : Pivot Tables

38. Excel : Pivot Charts

39. Excel : Indicators

40. Excel : Spark Lines

41. Excel : Usage
• Data Connections
– Fairly easy to create
– Can be centralized in a SharePoint connection library
• Permissions, Version History, Content Approval
• Good for testing
– Designed for single source (table/view, file, etc)
• SQL : Relationships are difficult (no GUI)
• No way to query ACROSS data sources

42. Excel : Usage
• Excel formatting options
– Numbers, Currency, Date/Time, etc
• Easy and intuitive
– On the fly changes (filters, slicers, etc)

43. SharePoint : Excel
Services
• Web Parts
– Render Excel document in web part
– Limit access with Named Items
– Relate web parts with filters using Web Part Connections
• Office Web Applications
– View/Edit Excel document in web browser

44. Visio Services
Land of the Forgotten

45. Business Intelligence in
Visio
• Use shapes to document a process
• Data Connections
• Map data to shapes
• Expose with Visio Services

46. PerformancePoint
Supercharging your intelligence

47. PerformancePoint
Dashboards
• Dashboards are web part pages
• Dashboards are composed of Items and Reports
– Created using PerformancePoint Data Connections
– Stored individually, to be reused

48. PerformancePoint
Dashboard Items
• Data Sources
• Key Performance Indicators (objectives)
– Actual vs Target (goal)
• Indicators
– Gauges, Progress Bars, Stoplights, etc
• Filters
• Scorecards
– Hierarchical grouping of KPIs

49. PerformancePoint
Dashboard Reports
• Analytic Chart
• Analytic Grid
• Strategy Map
• KPI Details
• Reporting Services
• Other
– Excel Services
– ProClarity Analytics Server Page
– Web Page

50. PerformancePoint
Analytic Grid - Designer

51. PerformancePoint
Analytic Grid - Viewing

52. PerformancePoint
Analytic Grid - Drillthrough

53. PerformancePoint
Analytic Grid - Drillthrough

54. PerformancePoint
Analytic Grid - Decomposition
Tree
• Sss

55. PerformancePoint
Decomposition Tree
• ALL the dimensions!

56. PerformancePoint
Decomposition Tree
• View as Analytic Chart or Grid
– Bar
– Stacked, Stacked (100%)
– Line, Line with Markers
– Pie

57. PerformancePoint
Analytic Grid - On the move!

58. PerformancePoint
Analytic Grid - On the move!

59. PerformancePoint
Analytic Grid - On the move!

60. PerformancePoint
Analytic Grid - On the move!

61. PowerPivot

62. BI : Letting go of the past
• Excel
– Dominant tool for Agile BI
– Known limitations
• 2003 65,536 rows x 256 columns
• 2007/2010 1,048,576 rows x 16,384 columns
• SSAS
– MDX and TSQL are very different
– Different toolset
• Computing resources are underutilized
– Multiple Processors, Multiple Cores
– Gigabytes of memory

63. PowerPivot : Back to the
Future
• Vertipaq Engine
• Keep ALL the data
– Query data ONCE
– Utilize compression
– Relate data ACROSS data source
– Data is cached within the document

64. PowerPivot : Excel 2010,
SharePoint Enterprise, and SQL
Enterprise
• NO row limit (technically)
– Only limited by available RAM
• No cube processing
• No penalty for new calculations
• Add-in for Excel
• Add-in for SharePoint Excel Services, which uses special SQL
Analysis instance („POWERPIVOT‟)
– Data caching
– Automatic background refreshing of data
– New SharePoint list views / visualizations

65. PowerPivot : Data Sources
• Databases
– SQL Database, Analysis Services, Access
– SQL Azure
– Oracle, Teradata, Sybase, Informix, DB2
– OLE DB / ODBC
• Excel File
• SSRS Report
• Azure DataMarket
– https://datamarket.azure.com/browse
• Atom Data Feed
• CSV

66. PowerPivot : Adding Data

67. PowerPivot : Adding Data

68. PowerPivot + Pivot Tables

69. PowerPivot Library Views
• Gallery View

70. PowerPivot Library Views
• Carousel View

71. PowerPivot Library Views
• Theater View

72. PowerPivot
Software Requirements
• Excel 2010
• SharePoint : Enterprise (Excel Services)
– Excel Services Application
– PowerPivot Service Application
– Secure Store Service
– Claims to Windows Token Service
• SQL : Dev, Eval, Enterprise, Data Center
– RS in SharePoint [Integrated] mode
– Analysis Services : SQL Server PowerPivot for SharePoint

73. Analysis Services
Tabular mode
PowerPivot beyond Excel

74. SQL Analysis Services : OLAP
• First appeared in SQL 2005
• OLTP  Data Warehouse  Cube
– Facts (Measures) and Dimensions
– Data Transformations
– Cube Processing
• MOLAP (MDX) Queries
– Known or expected lookups, i.e. Ʃ ($)
• ROLAP (TSQL) Queries
– Ad-hoc calculations

75. SSAS Tabular Mode – PowerPivot for
ALL
• SSAS was designed for limited resources
– SSAS 2005 hardware requirements
• HDD: 90 MB, CPU: P3 GHz, RAM: 1 GB
– SSAS PowerPivot hardware requirements
• HDD: 80 GB, CPU: 16x3 GHz, RAM: 8-128 GB
• Outdated resource constraints cause usability constraints today

76. SQL Analysis Services :
Tabular
• PowerPivot for the Server
• Excel File -> Business Intelligence Model file (*.BIM)
• Two data query options
– Vertipaq / In-Memory mode
– DirectQuery mode

77. Building your BIM
• SQL Data Tools (formerly BIDS)
• Create BIM from scratch
– Similar experience as PowerPivot for Excel
– Some extra features (permissions, processing mode, etc)
• Import Excel PowerPivot file

78. BI Semantic Model
Connection Files to Tabular
Data
• Office Data Connection (ODC) files
– Open with Excel
– NOT compatible with tabular data
• BI Semantic Mode (BISM) files
– Open with Excel and PowerPivot
– Connect to SSAS Tabular OR Excel PowerPivot file

80. PowerView
Reporting Services meets Power Pivot

81. Power View
• Starts with tabular data
– Excel PowerPivot
– Analysis Services Tabular Mode
– BI Semantic Model file (connection file)
• In-Browser (Silverlight) editor
– RDLX file
• Export to PowerPoint

82. Power View
In-Browser Editor

83. Power View :
Visualizations

84. Power View
Playing with Scatter Plots

85. Conclusion

86. Final Thoughts
• BI starts with the end user
– Connect to the data, wherever it is
• BI should be easy to share
– Available to the users, wherever they are
• BI should be agile
– Requirements change, mistakes happen
• BI should be promotable
– Optimize the use of resources

87. Appendixes

88. Acronyms
• BIDS Business Intelligence Development Studio
• BIM Business Intelligence Model (Tabular mode)
• BISM Business Intelligence Semantic Model
• DAX Data Analysis eXpression
• DMX Data Mining eXpression (OLAP mode)
• KPI Key Performance Indicator
• MDX Multi Dimensional eXpression
• MOLAP Multidimensional Online Analytical Processing

89. Acronyms
• PPS Performance Point Services
• OLTP OnLine Transaction Processing
• OLAP OnLine Analytical Processing
• ROLAP Relational Online Analytical Processing
• SSRS Sql Server Reporting Services
• SSAS Sql Server Analysis Services
• SSIS Sql Server Integration Services
• TSQL Transact Structured Query Language
• XMLA XML for Analysis
-- OR –
Multidimensional eXpressions Language

90. Supported Data Sources
• Reporting Services
– SQL, SSAS, SQL Azure, SharePoint, SSRS Report Model, BI
Semantic Model for Power View
– Oracle, SAP NetWeaver BI, Hyperion Essbase
– OLE DB, ODBC, XML
• PowerView
– BISM
– Excel PowerPivot document

91. Supported Data Sources
• Excel
– Native : SQL, SSAS, SP List, XML
– OLEDB : SQL, SSAS, ODBC DSN, Oracle …
– ODBC : Access, DBase, Excel, Oracle, Paradox, TXT/CSV, FoxPro …
• PowerPivot
– Relational Database: SQL, Azure, Access, Oracle, Teradata, Sybase,
Informix, DB2, OLE DB, ODBC
– Multidimensional Database: SSAS
– Data Feeds: SSRS, Azure DataMarket, Data Feed (Atom)
– Files: Excel, TXT/CSV

92. Supported Data Sources
• Visio
– Excel workbook
– Access database
– SharePoint list
– SQL database
– OLE DB, ODBC

93. Supported Data Sources
• PerformancePoint
– SQL Database
– SQL Analysis Services
– Excel workbook
– SharePoint list

94. Supported Data Sources
• SSAS Tabular Mode
– Relational Database: SQL, Azure, Access, Oracle, Teradata, Sybase,
Informix, DB2, OLE DB, ODBC
– Multidimensional Database: SSAS
– Data Feeds: SSRS, Azure DataMarket, Data Feed (Atom)
– Files: Excel, TXT/CSV
• BISM
– Excel PowerPivot document
– SSAS Tabular Model

95. SharePoint Features, Content
Types, and File Extensions
• SP Foundation
– Office Data Connection (Excel, Visio) ODC
– Universal Data Connection (InfoPath) UDCX
• SC : Report Server Integration Feature
– Report Data Source RSDS
– Report Builder Model (Data Set) RSD
– Report Builder Model (Semantic Model) SMDL
– Report Builder Report RDL
• SC : PerformancePoint Services Site Collection Features
– PerformancePoint Data Source PPSDC
• SC : PowerPivot Feature Integration for Site Collections
– BI Semantic Model Connection BISM
– Data Service Document ATOMSVC
• SC : Power View Integration Feature
– Power View Report RDLX

96. File Types and Extensions
By authoring tool
• SQL Server Analysis Services / Data Tools
– Business Intelligence Model BIM
• Power View
– Power View Report RDLX

97. References
• Requirements for SSRS (2008 R2) in Integrated Mode
http://msdn.microsoft.com/en-us/library/bb283190.aspx
• Requirements for SQL 2012 (PowerPivot and SSRS) in Integrated Mode
http://msdn.microsoft.com/en-us/library/ee210640.aspx
• Installing SSRS Integrated Mode for SharePoint 2013
http://msdn.microsoft.com/en-us/library/jj219068.aspx
• Hardware Requirements for PowerPivot
http://msdn.microsoft.com/en-us/library/ee210640.aspx
• System Requirements for Power View
http://technet.microsoft.com/en-us/library/hh560549.aspx
• PowerPivot BI Semantic Model Connection
http://technet.microsoft.com/en-us/library/gg471575.aspx
• SSRS Subscriptions and Delivery
http://msdn.microsoft.com/en-us/library/ms159762.aspx

98. Questions & Evals

99. MORE INFORMATION
SDS SharePoint Webcasts:
• Managing Content and Maximizing Search, 11/2
• Sharing Business Insights – Integrating with Business Intelligence Reports, 11/30
• Visit http://sds-consulting.com to register
• SharePoint Library for various components.
http://SDSSharepointLibrary.codeplex.com/
SharePoint Lunch and Learns
Publications on the SDS website and blog
http://sds-consulting.com
http://www.sbrickey.com

100. ScarePint
Right here at the UC Bearcat Lounge immediately following
the closing session
Generously sponsored by

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