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SQL Saturday Columbus 2014 PowerBI with SQL Excel and SharePoint
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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 ...

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 <br />

SQL Saturday Columbus 2014 PowerBI with SQL Excel and SharePoint SQL Saturday Columbus 2014 PowerBI with SQL Excel and SharePoint Presentation Transcript

  • 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 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.
  • 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
  • Business Intelligence Overview
  • 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
  • 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)
  • 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
  • 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
  • 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 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
  • 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 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
  • 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
  • PowerPivot : Modelling
  • 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
  • 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 (connection file) – SQL2012 SP1 CU4? Use your MDX cubes too! • In-Browser (Silverlight) editor – RDLX file • Export to PowerPoint
  • 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 • Recycle Bin, Versioning, Content Approval, Workflow, Permissions, Authentication • Power View
  • Reporting Services Visualizations : Charts • Column • Line • Shape – Pie, Funnel • Bar • Area • Range – Area, Stock, … • Scatter • Polar
  • 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 – SSRS Report Model – BI Semantic Model for Power View • Extensible / Standards – OLE DB – ODBC – XML • Third Party – Oracle – SAP NetWeaver BI – Hyperion Essbase
  • 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
  • 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)
  • Reporting Services Subscriptions • Event Driven – On a schedule (Hour, Day, Week, Month) – When snapshots are created FormatsDestinations
  • Reporting Services Data Driven Subscriptions • Data Source : Report Data Source, Report Data Model • Query • Report parameter binding • Delivery – Static Values – Query Fields FormatsDestinations
  • 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 PROBLEM! • Data Refresh – One way to kill a WAN • Reporting Services – Subscriptions – Abusive Queries • 800mb – ONE REPORT – Timeout limits
  • 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 – Expensive reports
  • Conclusion
  • 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
  • Appendixes
  • 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
  • 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
  • Questions?
  • 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