Configuring Your SharePoint Farm for Business Intelligence
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Configuring Your SharePoint Farm for Business Intelligence

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SharePoint farms have wide variety of shapes and sizes, and depend on multiple supporting technologies, including SQL Server, Active Directory, Reporting Services, and Analysis Services. ...

SharePoint farms have wide variety of shapes and sizes, and depend on multiple supporting technologies, including SQL Server, Active Directory, Reporting Services, and Analysis Services. Unfortunately, not all versions of the supporting technologies support the new Business intelligence features of SharePoint 2013 and Office 2013. This session will walk through multiple configuration scenarios designed to make the most of the BI investments in SharePoint and Office 2013. We will use demonstrations to outline what services are necessary to use the new data model and PowerView in Excel, when and where both PowerPivot and PowerPivot for SharePoint are needed, and what you need to do in your farm to take advantage of these features. In addition, we will explore some of the assets available to PerformancePoint Services, and what configurations can help bring out the best in its features. Finally, we will explore some best practices around configuring Reporting Services for SharePoint.

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Configuring Your SharePoint Farm for Business Intelligence Presentation Transcript

  • 1. 3 © DEVintersection. All rights reserved. http://www.DEVintersection.com Agenda It’s a little known fact….
  • 2. SharePoint Dashboards The State of the World World Development Indicators - The World Bank - http://databank.worldbank.org/data/views/variableselection/selectvariables.aspx?source=world- development-indicators World Health Organization http://apps.who.int/gho/data/node.main.A1022?lang=en UN Data Explorer http://data.un.org/Explorer.aspx
  • 3. SharePoint Business Intelligence 101
  • 4. 6 © DEVintersection. All rights reserved. http://www.DEVintersection.com Team BI and SharePoint Dashboards Power Pivot Worksheets • Pivot Tables and Charts • Power View Data Marts and other Data Cubes and Tabular Models Standard Worksheets • Pivot Tables and Charts PerformancePoint Reports • Analytic Charts and Grids • Decomposition trees SQL Server Reporting Services Reports • Standard • Power View PerformancePoint Scorecards and KPIs
  • 5. 7 © DEVintersection. All rights reserved. http://www.DEVintersection.com Business Intelligence Center SharePoint BI artifacts 2007 - Excel and Connections 2010 - PerformancePoint 2013 - PerformancePoint and Power Pivot Reports Excel and Connections Web Part Pages SharePoint KPIs
  • 6. 8 © DEVintersection. All rights reserved. http://www.DEVintersection.com Power BI Excel, Power X, Mobile, Data Management Gateway SharePoint BI PerformancePoint (Dashboard Designer) SharePoint (Pages and Filters) On Premises Office 365
  • 7. Requirements, architecture and installation
  • 8. 10 © DEVintersection. All rights reserved. http://www.DEVintersection.com Excel Services family requirements Office Pro Plus license xVelocity model enabled as required PowerPivot add-in included, must be enabled PowerView and-in included, enabled as needed SharePoint Enterprise CAL Included on SP media Deploys as service application Requires AS SP Mode for xVelocity and Power View interactivity Requires AS SP Mode and Excel Services SQL Media Deploys as SP Service application SQL Server BI or Enterprise SQL Media Deploys as SQL service on independent servers Load balancing performed by Excel Services
  • 9. 11 © DEVintersection. All rights reserved. http://www.DEVintersection.com xVelocity compatibility matrix PowerPivot for SharePoint (SQL Server 2008R2) PowerPivot for SharePoint (SQL Server 2012) Analysis Services SharePoint Mode (SQL 2012 SP1) Excel 2010 with PowerPivot (2008 R2) Yes Yes* Yes* Excel 2010 with PowerPivot (2012) Yes Yes Yes*** Excel 2010 with PowerPivot (2012 SP1) No Yes** Yes** Excel 2013 with or Without PowerPivot No No Yes * Can Only Refresh Slicers ** Cannot use SP1 features with Power View *** Limited to pre SP1 PowerPivot feature set
  • 10. 12 © DEVintersection. All rights reserved. http://www.DEVintersection.com What about Power BI?
  • 11. 13 © DEVintersection. All rights reserved. http://www.DEVintersection.com Reporting Services requirements (IM) Deploys as SP service application Required for BISM/Power View Alerting Self service subscriptions Power View
  • 12. 14 © DEVintersection. All rights reserved. http://www.DEVintersection.com PerformancePoint requirements Deploys as SP service application For analytic charts/grids
  • 13. 15 © DEVintersection. All rights reserved. http://www.DEVintersection.com Installing SharePoint BI Components Excel Services PerformancePoint Other Stuff Reporting Services PowerPivot Analysis Services
  • 14. 16 © DEVintersection. All rights reserved. http://www.DEVintersection.com Standard 2 server SharePoint farm
  • 15. 17 © DEVintersection. All rights reserved. http://www.DEVintersection.com BI integration – classic mistake
  • 16. 18 © DEVintersection. All rights reserved. http://www.DEVintersection.com BI integration – 2 server farm
  • 17. Setup and Configuration Analysis Services SharePoint Mode
  • 18. 20 © DEVintersection. All rights reserved. http://www.DEVintersection.com
  • 19. 23 © DEVintersection. All rights reserved. http://www.DEVintersection.com
  • 20. 24 © DEVintersection. All rights reserved. http://www.DEVintersection.com
  • 21. Setup and Configuration PowerPivot for SharePoint
  • 22. 28 © DEVintersection. All rights reserved. http://www.DEVintersection.com
  • 23. 29 © DEVintersection. All rights reserved. http://www.DEVintersection.com
  • 24. 30 © DEVintersection. All rights reserved. http://www.DEVintersection.com
  • 25. 32 © DEVintersection. All rights reserved. http://www.DEVintersection.com
  • 26. Setup and Configuration Reporting Services SharePoint mode
  • 27. 35 © DEVintersection. All rights reserved. http://www.DEVintersection.com
  • 28. 36 © DEVintersection. All rights reserved. http://www.DEVintersection.com
  • 29. Setup and Configuration PerformancePoint
  • 30. Scaling
  • 31. 52 © DEVintersection. All rights reserved. http://www.DEVintersection.com Single server with BI
  • 32. 53 © DEVintersection. All rights reserved. http://www.DEVintersection.com 2 server farm with BI
  • 33. 54 © DEVintersection. All rights reserved. http://www.DEVintersection.com Separate roles
  • 34. 55 © DEVintersection. All rights reserved. http://www.DEVintersection.com BI integration – mixed roles Server OS SharePoint Foundation FE Search Excel Services SSRS PP
  • 35. 56 © DEVintersection. All rights reserved. http://www.DEVintersection.com Large farm deployment
  • 36. 57 © DEVintersection. All rights reserved. http://www.DEVintersection.com Scaling the BI Services  Reporting Services   xVelocity/Analysis Services/PowerPivot  
  • 37. It’s a little known fact…..
  • 38. 59 © DEVintersection. All rights reserved. http://www.DEVintersection.com Per user identities  The “double hop” Problem  Kerberos – A double edged sword  Claims – future solution  Per user identities without Kerberos 
  • 39. Impersonation Demo Reporting Services
  • 40. 61 © DEVintersection. All rights reserved. http://www.DEVintersection.com Impersonation Options
  • 41. 62 © DEVintersection. All rights reserved. http://www.DEVintersection.com Integration  Whole > @SUM(Parts)  Dashboarding  SharePoint filter web parts  List Filter  Current User Filter  Analysis Services Filter
  • 42. 63 © DEVintersection. All rights reserved. http://www.DEVintersection.com Office Web Apps New-SPWOPISuppression –extension xlsx –action view  Turn OFF Rendering for xlsx files http://blogs.technet.com/b/excel_services__powerpivot_for_sharepoint_support_blog/archive/2013/01/31/pow erpivot-for-sharepoint-browser-refresh-fails-data-refresh-not-supported-in-office-web-apps.aspx
  • 43. 64 © DEVintersection. All rights reserved. http://www.DEVintersection.com SharePoint as a data source  Reporting Services does it natively  SQL Server Integration Services   SharePoint List Source and Destination (Codeplex Project)   OData Source for Microsoft SQL Server 2012 (Official) 
  • 44. 66 © DEVintersection. All rights reserved. http://www.DEVintersection.com Health Analyzer  Good Tool, but too many false positives  PowerPivot has special rules  Correct the real problems, disable the others  How to
  • 45. 67 © DEVintersection. All rights reserved. http://www.DEVintersection.com Q&A