Business Intelligence in SharePoint 2013
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Business Intelligence in SharePoint 2013

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Starting in May 2010, with SQL Server 2008 R2, Microsoft began talking more and more about "Personal BI". The focus of this discussion was a paradigm shift moving business intelligence from being ...

Starting in May 2010, with SQL Server 2008 R2, Microsoft began talking more and more about "Personal BI". The focus of this discussion was a paradigm shift moving business intelligence from being something a few BI professionals do with a data warehouse to a practice done by Information Workers every day in familiar tools like Microsoft Excel and SharePoint. Over the course of this session we will show you the improvements that Microsoft has made in the 2013 stack to take this new focus from being a “nice idea” to a truly powerful reality. We will explore the improvements made to Excel, PowerPivot & Power View, & Reporting Services. We will explain the underlying technology that makes the new features possible and walk through demos of some of the shinier toys. At the end of the session you will walk away with a better understanding of what is new in 2013 for business intelligence and an extreme desire to build reusable data model that will undoubtedly bring real value to your business.

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  • Thanks for sharing this awesome presentation Jason ! Do you have a solution for the problem where the PowerPivot Data Refresh schedule disappears after you update the document with a new version on SharePoint 2013 ? Thanks! Jeroen
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  • Excel Services in SharePoint allows users to directly save their workbooks and publish their reports to a SharePoint site, which will render the workbooks in the browser. This feature now supports a higher level of parity between the browser and the Excel client with features like the field well and quick explore, as well as utilizing the full features of SharePoint such as collaborative editing.

Business Intelligence in SharePoint 2013 Business Intelligence in SharePoint 2013 Presentation Transcript

  • Business Intelligence in SharePoint 2013 Jason Himmelstein Senior Technical Director, SharePoint @sharepointlhorn http://blog.sharepointlonghorn.com
  • • Senior Technical Director, SharePoint at Atrion • Microsoft vTSP – virtual Technology Solutions Professional • SharePoint Foundation Logger – http://spflogger.codeplex.com • • • • • Blog: www.sharepointlonghorn.com Twitter: @sharepointlhorn LinkedIn: www.linkedin.com/in/jasonhimmelstein SlideShare: http://www.slideshare.net/jasonhimmelstein Email: jase@sharepointlonghorn.com • Author of Developing Business Intelligence Apps for SharePoint – http://bit.ly/SharePointBI 2009 Atrion Networking Corporation
  • Takeaway from today’s session
  • Use slicer targets to optionally filter dashboard items Share your Excel workbooks in the web Interact with your workbook with all of the rich features of the Excel client in the browser
  • Analyze trends and timelines Quickly navigate through your data
  • PerformancePoint
  • Get suggestions on chart types based on your data Preview your graphs, formatting and KPIs
  • 20
  • 22
  • Power View - Feature Comparison Power View in Excel Power View in Excel Services Power View (SQL edition) Office 365 “O15” All Visualizations Yes Yes Yes Yes Power View Authoring Yes No Yes No Cross Visualization Interactivity Yes Yes Yes Yes External images Yes, anonymous Yes, anonymous Yes No Workbook or Model Size Max Workbook Size AS Limits AS Limits 5 MB CTP 10 MB RTM Export to PowerPoint No No Yes No Reorder Power View views No No Yes No Connecting to UDM (multidimensional) No No Yes No Offline Mode Yes No No No Multiple External Models Yes Yes No Yes Report Zoom No Browser Zoom Browser Zoom Browser Zoom Reading & Presentation Mode No No Yes No Silverlight V5 required on client Yes Yes Yes Yes
  • Power View for Multidimensional Models • Power View on Analysis Services via BISM • Native support for DAX in Analysis Services • Better flexibility: Choice of DAX on Tabular or Multidimensional (cubes)
  • Visualize your insights with interactive charts Fine tune your reports with chart and view filters
  • What's new In BI with Office 2013 and SQL Server 2012 SP1 2013: Complete and Powerful self-service BI Tool • Excel • • • • • Navigate models, preview and shape up your data (Quick Explore, Quick Analysis and Flash Fill) Access and mash-up data from any source (PowerPivot) Stunning visualizations and data discovery (Power View) Work with hundreds of millions of rows of data (powered by xVelocity) Improve governance, compliance and track business critical Excel assets: • Discover and assess user-created spreadsheets with SharePoint 2013 • Compare spreadsheets, track lineage, conduct interactive diagnostics and create spreadsheet analysis reports with Inquire in Excel 2013 • Browser-based sharing and collaboration for self-service BI via SharePoint 2013 and SQL Server 2012 SP1  Excel Services, Excel Web App, Power View in SharePoint
  • Excel 2013: Complete and Powerful Self-Service BI Tool • • • • • •
  • The Microsoft Story
  • Share
  • Client Tier Presentation Tier SharePoint Server Data Tier Information Tier SharePoint Insights Search Power View PowerPivot Excel Reports Third-Party PowerPivot Add-In PerformancePoint Services Visio Services Excel Services Reporting Services Power View Audit and Control Management Server Self-Service BI Governance Corporate BI and Data Governance SQL Server Analysis Services SQL Server Integration Services Deployed BI Semantic Models SQL Server ReportingServices SQL Server Master Data Services SQL Server Data Warehouse Relational Databases Business Applications Files OData Feeds Cloud Services
  • Native ECS Features Core BI Features Power View All PowerPivot Features 1 Deploy your SharePoint 2013 Enterprise farms and enable shared services, such as Excel Services, Visio Services and PerformancePoint Services. 2 Install Analysis Services in SharePoint mode and register the server in Excel Services to enable the core PowerPivot functionality. 3 4 Install Reporting Services add-in and Reporting Services in SharePoint-integrated mode to unlock stunning browser-based data exploration, visualization, and presentation experiences. Deploy the PowerPivot for SharePoint 2013 Add-In to provide additional capabilities, such as full access to workbooks as a data source, scheduled data refresh, PowerPivot Gallery, and IT Management Dashboard. SQL Server Analysis Services PowerPivot for SharePoint 2013 Reporting Services Power View PerformancePoint Services Excel Services Visio Services SharePoint 2013 Enterprise SQL Server Database Engine
  • The Tool: Excel Services Visio Services PerformancePoint The Tool: Excel Power View PowerPivot Sharing End user exploration The stack: Data Analysis with SQL Analysis Services SQL Server Integration Services
  • 1 in 4 enterprise customers on Office 365 1 Billion Office Users Discover Analyze Visualize Share Find Q&A Scalable | Manageable | Trusted Mobile
  • Q&A
  • Q&A
  • Q&A
  • Discover Analyze Visualize Search, access, and transform public and internal data sources with Power Query Easy data modeling and lightning fast in-memory analytics with Power Pivot Bold new interactive data visualizations with Power View and Power Map Share Find Q&A Mobile Scalable | Manageable | Trusted Share data views and workbooks refreshable from on-premises and cloud based data sources, with Power BI Sites Ask questions and get immediate answers with natural language query Mobile access through HTML5 and touch optimized apps for Windows 8, RT and iOS tablets
  • O365 E3 Excel Self-Service BI SharePoint Online Excel Web Client Size Limit On Premise Data Refresh Power BI Site Natural Language Query Mobile BI Client Data Stewardship Enterprise Data Search Power BI ● ● 10MB* 250MB* ● ● ● ● ● ●
  • Power View HTML5 for Office 365 View browser based reports on any mobile device with Power View in HTML5 Discover and explore all your favorite Excel and Power View reports from O365 through the mobile BI application Collaborate on insights with others through the mobile BI app Touch optimized Mobile BI app connects you to all your favorite reports
  • Wrap-up
  • http://blogs.office.com/b/microsoft-excel/archive/2012/08/23/introduction-to-the-data-model-and-relationships.aspx http://blogs.office.com/b/microsoft-excel/archive/2012/10/04/intro-to-power-view-for-excel-2013.aspx http://msdn.microsoft.com/library/ms170438(SQL.110).aspx http://blogs.msdn.com/b/performancepoint/archive/2012/08/03/what-s-new-in-performancepoint-services-2013.aspx http://visio.microsoft.com/en-us/preview/visio-benefits.aspx http://blogs.msdn.com/b/analysisservices/archive/2012/07/27/introducing-the-bi-light-up-story-for-sharepoint-2013.aspx http://blogs.msdn.com/b/analysisservices/archive/2012/07/26/going-all-in-with-excel-2013.aspx
  • • Senior Technical Director, SharePoint at Atrion • Microsoft vTSP – virtual Technology Solutions Professional • SharePoint Foundation Logger – http://spflogger.codeplex.com • • • • • Blog: www.sharepointlonghorn.com Twitter: @sharepointlhorn LinkedIn: www.linkedin.com/in/jasonhimmelstein SlideShare: http://www.slideshare.net/jasonhimmelstein Email: jase@sharepointlonghorn.com • Author of Developing Business Intelligence Apps for SharePoint – http://bit.ly/SharePointBI 2009 Atrion Networking Corporation
  • Build on the strengths and success of Analysis Services and expand its reach to a much broader user base Embrace the relational data model – well understood by developers and IT Pros Bring together the relational and multidimensional models under a single, unified BI platform – best of both worlds! Provide flexibility in the platform to suit the diverse needs of BI applications
  • Self-Service Empowered Enterprise Excel, Reports, & Dashboards Formalized Power Pivot Analysis Services Business Intelligence Semantic Model (BISM)
  • One Model for all End User Experiences Client Tools Analytics, Reports, Scorecards, Dashboards, Custom Apps BI Semantic Model Power Pivot for Excel Personal BI Power Pivot for SharePoint Team BI Organizational BI Flexibility Richness Scalability BISM Analysis Services Data model Business logic and queries Data access Data Sources Databases, LOB Applications, OData Feeds, Spreadsheets, Text Files
  • Third-party Applications Power View Excel Reporting Services PerformancePoint BI Semantic Model Data model Multidimensional Tabular Business logic MDX DAX Queries MDX MDX/DAX Data access Databases MOLAP LOB Applications ROLAP Files In-Memory OData Feeds Direct Query Cloud Services
  • Third-party Applications Power View Excel Reporting Services PerformancePoint BI Semantic Model Data model Multidimensional Tabular MDX DAX MDX/DAX MDX/DAX Business logic Queries Data access Databases MOLAP LOB Applications ROLAP Files In-Memory OData Feeds Direct Query Cloud Services
  • SharePoint 2010 or 2013 SQL Server Data Tools Power View Excel Services Analysis Services Reporting Services Reporting Services Power Pivot for Excel xlsx BI Semantic Model Tabular Analysis Services PowerPivot for SharePoint (Analysis Services) Excel BI Semantic Model Multidimensional xlsx PerformancePoint SQL Server Data Tools
  • Flexibility • Tabular and multidimensional modeling experiences • DAX and MDX for business logic and queries • Cached and passthrough storage modes • Choice of end-user BI tools Richness • Rich data modeling capabilities • Sophisticated business logic using DAX and MDX • Fine-grained security – row and cell level • Enterprise capabilities – multi-language and perspectives Scalability • In-Memory for high performance, MOLAP for mission critical scale • DirectQuery and ROLAP for passthrough access to data sources • State-of-the-art compression algorithms • Scales to the largest of enterprise servers 64
  • Tabular Multidimensional • Familiar model, easier to build, faster time to solution • Advanced concepts (parentchild, many-to-many) not available natively in the model… need calculations to simulate these • Easy to wrap a model over a raw database or warehouse for reporting & analytics • Sophisticated model, higher learning curve • Advanced concepts baked into the model and optimized (parentchild, many-to-many, attribute relationships, key vs. name, etc.) • Ideally suited for OLAP type apps (e.g. planning, budgeting, forecasting) that need the power of the multidimensional model
  • DAX MDX • Based on Excel formulas and relational concepts – easy to get started • Complex solutions require steeper learning curve – row/filter context, Calculate, etc. • Calculated columns enable new scenarios, however no named sets or calc members • Based on understanding of multidimensional concepts – higher initial learning curve • Complex solutions require steeper learning curve – CurrentMember, overwrite semantics, etc. • Ideally suited for apps that need the power of multidimensional calculations – scopes, assignments, calc members
  • xVelocity • In-memory column store… typical 10x compression • Brute force memory scans… high performance by default… no tuning required • Basic paging support… data volume mostly limited to physical memory Direct Query • Passes through DAX queries & calculations… fully exploits backend database capabilities • No support for MDX queries… no support for data sources other than SQL Server (in Denali) MOLAP • Disk based store… typical 3x compression • Disk scans with in-memory subcube caching… aggregation tuning required • Extensive paging support… data volumes can scale to multiple terabytes ROLAP • Passes through fact table requests… not recommended for large dimension tables • Supports most relational data sources… no support for aggregations except SQL Server indexed views
  • Third-party applications Databases Reporting Services (Power View) LOB Applications Excel Files PowerPivot SharePoint Insights OData Feeds Cloud Services
  • BISM-MD Object Tabular Object Cube Cube Dimension Attributes (Key(s), Name) Model Table Columns Measure Group Measure Measure without MeasureGroup Table Measure Within Table called “Measures” Relationship Perspective KPI MeasuregroupCube Dimension relationship Perspective KPI
  • Types Children of all with a single real member Calculated members on user hierarchies Additional constraints Attribute may have an optional unknown member Attribute cannot be key unless it’s the only attribute Not a parent-child attribute