Power BI with SQL, Excel, and SharePoint
Scott Brickey, SharePoint Practice Manager
www.sds-consulting.com
About Us
SDS provides SharePoint solutions
Agile development and SharePoint experience create an
optimal solution for your...
A Brief Forward
• Focus on the subject
– LOTS of info!
– Feel free to ask questions
• Slides are available online
www.sbri...
Business Intelligence Overview
Business Intelligence : Personas
Bill the Boss (Consumer)
• Receives reports via email
• Likes to explore the data
Tool Ma...
Business Intelligence : Use Cases
Self Service
• Personal use
• Immediate timeframe (1 day)
• Only needs to be 75% accurat...
Business Intelligence : Tools
Power BI
• Power Query : Data imports with light transformations
• Power Pivot : Data modeli...
Business Intelligence : Tool Uses
Bill the Boss
• Excel
• Pivot Charts/Tables
• SharePoint
• Power View
• PerformancePoint...
Excel
I can take care of this
myself.
Excel : Pivot Charts and Tables
Excel : Indicators and Spark Lines
Excel : Data Connections
• Stored : Embedded or External File
– Office Data Connection (*.ODC) files
• Microsoft : SQL Dat...
Power Pivot
PowerPivot + Pivot Tables
PowerPivot Library Views
• Gallery View
PowerPivot Library Views
• Carousel View
PowerPivot Library Views
• Theater View
PowerPivot : What and Why
• NO row limit (technically)
– Only limited by available RAM
• Not 64k x 256 (up to 2003)
or 1mi...
PowerPivot : Data Sources
• Databases
– SQL Database, Analysis Services, Access
– SQL Azure
– Oracle, Teradata, Sybase, In...
PowerPivot : Modelling
PowerPivot
Software Requirements
• SharePoint : Enterprise (Excel Services)
– Excel Services Application
– PowerPivot Serv...
Power View
Power Pivot
Reporting Services
SharePoint
LOAD
MODEL
REPORT
EXPLORE
SHARE
Power View
In-Browser Editor
Power View : Visualizations
Power View
Playing with Scatter Plots
Power View
• Starts with tabular data
– Excel PowerPivot
– Analysis Services Tabular Mode
– BI Semantic Model file (connec...
Interlude for Questions
SQL Server
Reporting Services
Still learning new tricks with
SharePoint integration
Why Integrate Reporting Services
• Include reports in existing SharePoint sites!
– Intranet, Extranet, Public Website
• Re...
Reporting Services
Visualizations : Charts
• Column
• Line
• Shape
– Pie, Funnel
• Bar
• Area
• Range
– Area, Stock, …
• S...
Reporting Services
Visualizations : Gauges
• Radial
• Linear
Reporting Services
Visualizations : Map
Reporting Services
Visualizations : Spark Lines
• Column (bar)
• Line
• Area
• Shape
• Range
Reporting Services
Visualizations : Indicators
• Directional
• Symbols
• Shapes
• Ratings
Reporting Services
Data Sources
• Microsoft
– SQL Server Database
– SQL Server Analysis
– SQL Azure
– SharePoint List
– SS...
Reporting Services
Reports
• Create with Report Designer (SSDT/BIDS) or Report Builder
• Data Visualizations
– Table/Matri...
Reporting Services
Report Outputs
• Export to File
– XML, CSV, PDF, Excel (XLSX)
– TIFF, Word, MSHTML
• Export to Data Fee...
Reporting Services
Subscriptions
• Event Driven
– On a schedule (Hour, Day, Week, Month)
– When snapshots are created
Form...
Reporting Services
Data Driven Subscriptions
• Data Source : Report Data Source, Report Data Model
• Query
• Report parame...
Governance
It’s SharePoint, what did you expect?
Governance
• Data Connections
– Using the SERVICE account, I CAN SEE EVERYTHING!
• File Sizes
– 200mb Excel files?
NO PROB...
Governance FAIL
• PowerPivot
– 2GB data load
across the WAN
• Reporting Services
– Data feed into Outlook
• SQL Table Locks
Governance
• Service Account policies
• Logs / Usage
– Server resources
– Service utilization
• Locate
– Large data models...
Conclusion
Final Thoughts
• BI starts with the end user
– Connect to the data, wherever it is
• BI should be easy to share
– Availabl...
Appendixes
SharePoint Features, Content Types,
and File Extensions
• SP Foundation
– Office Data Connection (Excel, Visio) ODC
– Univ...
References
• Requirements for SSRS (2008 R2) in Integrated Mode
http://msdn.microsoft.com/en-us/library/bb283190.aspx
• Re...
Questions?
MORE INFORMATION
• Strategic Data Systems
http://sds-consulting.com
Lunch and Learn sessions
• SharePoint Library
http://s...
Upcoming SlideShare
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SQL Saturday Columbus 2014 PowerBI with SQL Excel and SharePoint

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SQL has always enabled business intelligence through databases and analysis services. But working with them has historically required a development team. Learn how Microsoft's new suite of BI tools for Excel and SharePoint can put the power of business intelligence back into the hands of your power users.

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  • Practically speaking, exceptionally large files (4mil rows == 120mb) will take time to transfer, load, and then display to the user
  • SQL Saturday Columbus 2014 PowerBI with SQL Excel and SharePoint

    1. 1. Power BI with SQL, Excel, and SharePoint Scott Brickey, SharePoint Practice Manager www.sds-consulting.com
    2. 2. About Us SDS provides SharePoint solutions Agile development and SharePoint experience create an optimal solution for your unique SharePoint needs. • Business Intelligence : Self service, team, and enterprise • Collaboration, Content Management • Intranets, Portals, and Public Websites • Workflow + forms = application Agile Practices for proven faster delivery, higher quality, & increased business value.
    3. 3. A Brief Forward • Focus on the subject – LOTS of info! – Feel free to ask questions • Slides are available online www.sbrickey.com/Tech/Calendar www.sds-consulting.com www.slideshare.net/Scott_Brickey/SQL-Saturday-Columbus-2014- PowerBI-with-SQL-Excel-and-SharePoint
    4. 4. Business Intelligence Overview
    5. 5. Business Intelligence : Personas Bill the Boss (Consumer) • Receives reports via email • Likes to explore the data Tool Man Tim (Power User) • Likes to fiddle with the data • Creates simple models and reports Data Sheriff Sheldon (BI Architect / Developer) • Understands complex data relations and modelling • Designs data warehouse structures and analysis cubes • Creates data loads and reports
    6. 6. Business Intelligence : Use Cases Self Service • Personal use • Immediate timeframe (1 day) • Only needs to be 75% accurate Team Reporting • Team use • Additional time to scale and refine (2-3 days) • Probably needs to be 90% accurate Enterprise Reporting • Enterprise-wide usage • Accuracy is critical • Consideration given to data sources, calculations (1 week)
    7. 7. Business Intelligence : Tools Power BI • Power Query : Data imports with light transformations • Power Pivot : Data modeling • Power View, Power Map : Visualizations SharePoint • Share Excel files with team • Data refreshed automatically Analysis Services • Multidimensional models for structured reporting • Tabular models for ad-hoc reporting
    8. 8. Business Intelligence : Tool Uses Bill the Boss • Excel • Pivot Charts/Tables • SharePoint • Power View • PerformancePoint • Analytic Charts • Decomposition Tree Tool Man Tim • Excel • Power Query • Power Pivot • Power Map • SharePoint • Power View • Power Pivot • PerformancePoint • Dashboard Designer Data Sheriff Sheldon • SSMS : SQL Server Management Studio • SSIS : SQL Server Integration Services • SSDT : SQL Server Data Tools BIDS : BI Dev Studio • SSRS : SQL Server Reporting Services
    9. 9. Excel I can take care of this myself.
    10. 10. Excel : Pivot Charts and Tables
    11. 11. Excel : Indicators and Spark Lines
    12. 12. Excel : Data Connections • Stored : Embedded or External File – Office Data Connection (*.ODC) files • Microsoft : SQL Database, Analysis Services – MS Query : SharePoint Lists • Files: CSV, XML • Extensible Providers – ODBC : Access, dBase, Excel, Paradox, FoxPro, CSV, Oracle – OLE DB : SQL, Analysis Services, Active Directory • Designed for single source (table/view, file, etc) – SQL : Relationships are difficult (no GUI) – No way to query ACROSS data sources
    13. 13. Power Pivot
    14. 14. PowerPivot + Pivot Tables
    15. 15. PowerPivot Library Views • Gallery View
    16. 16. PowerPivot Library Views • Carousel View
    17. 17. PowerPivot Library Views • Theater View
    18. 18. PowerPivot : What and Why • NO row limit (technically) – Only limited by available RAM • Not 64k x 256 (up to 2003) or 1mil x 16k (2007 and above) – Load ALL the data! • Relate multiple data sources • No cube processing • No penalty for new calculations • PowerPivot for SharePoint – Interactive Web Rendering – Automatic background refreshing of data
    19. 19. PowerPivot : Data Sources • Databases – SQL Database, Analysis Services, Access – SQL Azure – Oracle, Teradata, Sybase, Informix, DB2 – OLE DB / ODBC • Excel File / Cell Range – Power Query! • SSRS Report • Azure DataMarket – https://datamarket.azure.com/browse • Atom Data Feed • CSV
    20. 20. PowerPivot : Modelling
    21. 21. PowerPivot Software Requirements • SharePoint : Enterprise (Excel Services) – Excel Services Application – PowerPivot Service Application – Secure Store Service – Claims to Windows Token Service • SQL : Dev, Eval, Business Intelligence, Enterprise – RS in SharePoint [Integrated] mode – Analysis Services : SQL Server PowerPivot for SharePoint
    22. 22. Power View Power Pivot Reporting Services SharePoint LOAD MODEL REPORT EXPLORE SHARE
    23. 23. Power View In-Browser Editor
    24. 24. Power View : Visualizations
    25. 25. Power View Playing with Scatter Plots
    26. 26. Power View • Starts with tabular data – Excel PowerPivot – Analysis Services Tabular Mode – BI Semantic Model file (connection file) – SQL2012 SP1 CU4? Use your MDX cubes too! • In-Browser (Silverlight) editor – RDLX file • Export to PowerPoint
    27. 27. Interlude for Questions
    28. 28. SQL Server Reporting Services Still learning new tricks with SharePoint integration
    29. 29. Why Integrate Reporting Services • Include reports in existing SharePoint sites! – Intranet, Extranet, Public Website • Recycle Bin, Versioning, Content Approval, Workflow, Permissions, Authentication • Power View
    30. 30. Reporting Services Visualizations : Charts • Column • Line • Shape – Pie, Funnel • Bar • Area • Range – Area, Stock, … • Scatter • Polar
    31. 31. Reporting Services Visualizations : Gauges • Radial • Linear
    32. 32. Reporting Services Visualizations : Map
    33. 33. Reporting Services Visualizations : Spark Lines • Column (bar) • Line • Area • Shape • Range
    34. 34. Reporting Services Visualizations : Indicators • Directional • Symbols • Shapes • Ratings
    35. 35. Reporting Services Data Sources • Microsoft – SQL Server Database – SQL Server Analysis – SQL Azure – SharePoint List – SSRS Report Model – BI Semantic Model for Power View • Extensible / Standards – OLE DB – ODBC – XML • Third Party – Oracle – SAP NetWeaver BI – Hyperion Essbase
    36. 36. Reporting Services Reports • Create with Report Designer (SSDT/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
    37. 37. 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)
    38. 38. Reporting Services Subscriptions • Event Driven – On a schedule (Hour, Day, Week, Month) – When snapshots are created FormatsDestinations
    39. 39. Reporting Services Data Driven Subscriptions • Data Source : Report Data Source, Report Data Model • Query • Report parameter binding • Delivery – Static Values – Query Fields FormatsDestinations
    40. 40. Governance It’s SharePoint, what did you expect?
    41. 41. Governance • Data Connections – Using the SERVICE account, I CAN SEE EVERYTHING! • File Sizes – 200mb Excel files? NO PROBLEM! • Data Refresh – One way to kill a WAN • Reporting Services – Subscriptions – Abusive Queries • 800mb – ONE REPORT – Timeout limits
    42. 42. Governance FAIL • PowerPivot – 2GB data load across the WAN • Reporting Services – Data feed into Outlook • SQL Table Locks
    43. 43. Governance • Service Account policies • Logs / Usage – Server resources – Service utilization • Locate – Large data models – Expensive reports
    44. 44. Conclusion
    45. 45. 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
    46. 46. Appendixes
    47. 47. 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
    48. 48. 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
    49. 49. Questions?
    50. 50. MORE INFORMATION • Strategic Data Systems http://sds-consulting.com Lunch and Learn sessions • SharePoint Library http://sdsSharePointLibrary.codeplex.com/ • Scott Brickey http://www.sbrickey.com

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