Business Intelligence for SharePoint


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Nazish Qasim, Senior Consultant with WebVine, compares the various BI technologies that are available under the Microsoft stack and delivered through SharePoint. This includes Excel Services, PowerPivot, PowerView, Reporting Services, and PerformancePoint Services. He compares these offerings by looking at their different modeling, reporting, and visualization features.

This presentation was delivered to the Sydney SharePoint User Group on Sept 11, 2013.

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Business Intelligence for SharePoint

  1. 1. Sydney SharePoint User Group Business Intelligence with SharePoint Nazish Qasim Sr. SharePoint Consultant WebVine
  2. 2. Agenda »Understand BI offerings from Microsoft »Comparison »Walkthrough »Demo
  3. 3. History of BI Source: selfservice-bi-with-powerpivot
  4. 4. Microsoft‟s BI Stack » Connect and Empower People » Cut costs with a unified infrastructure » Rapidly response to business needs
  5. 5. Excel Services • Load, calculate, and display Excel workbooks on SharePoint. • Reuse and share Excel workbooks on portals and dashboards. • Control what data is displayed • Maintain a single version of your Excel workbook • Capitalize the power of Excel in your applications
  6. 6. Example – Excel Services REST API
  7. 7. PowerPivot • Powerful data mashup and modeling • In-memory technologies analytics • Bring self-service and team BI to everyone • Work with over a million rows of data in seconds • Integrate reusable data from heterogeneous data sources • Connect everyone with rich integrated features • Comes in two flavours
  8. 8. PowerView • Tool for visual data analysis • Tool for creating highly interactive, presentation-ready reports • Intuitive data exploration • Encourages ad-hoc reporting • Comes in two versions • Data visualization of PowerPivot models and SQL Server Analysis Services databases
  9. 9. Example
  10. 10. PerformancePoint • Tool to create interactive, context-driven dashboards with balanced scorecards, key performance indicators, analytic reports, and filters. • Leverages SP2010‟s security • 100% synchronized content integration between the BI Center and Dashboard Designer • Dashboard, dashboard components, and reports are available for immediate use in web parts
  11. 11. Example
  12. 12. Reporting Services • Tools and services to help you create, deploy, and manage reports for your organization • Programming features that enable you to extend and customize your reporting functionality • Create interactive, tabular, graphical, or free-form reports from relational, multidimensional, or XML-based data sources. • Reports can include rich data visualization, including charts, maps • Publish reports, schedule report processing, or access reports on- demand. • Native mode or SharePoint mode
  13. 13. BI - Technology View Relational Databases Business Applications Files OData Feeds Cloud ServicesDeployed BI Semantic Models Third-PartyReportsExcelPowerPivotPower ViewPerformance Point SQL Server Data Warehouse SQL Server Integration Services SQL Server Analysis Services SQL Server ReportingServices SharePoint Server Excel Services Search Visio Services PerformancePoint Services PowerPivot Add-In Reporting Services Power View DataTierInformationTierPresentationTierClientTier
  14. 14. Levels of BI On-Premise and Cloud Personal BI You create your own workbook and use the rich features of Excel to interact with the workbook and the data it contains. Self-Service BI You create your workbook and publish it to SharePoint for wider consumption. Corporate BI “Professionally” authored using SharePoint, Reporting Services, and PerformancePoint. Has lasting power.
  15. 15. Farm Setup Taken from MSBI Academy
  16. 16. Comparison
  17. 17. Comparison Excel Services/ PowerPivot for Excel
  18. 18. Comparison Source:
  19. 19. Comparison PowerPivot PerformancePoint Data SQL/OLTP, view all imported data  XML feeds, tabular, Reporting Service Analysis Services  SQL, Tabular, PowerPivot  XML Feeds, cannot view detailed data Data Manipulation UI: Relationships, calculated columns/measures with auto-fill, automated PivotTable conversion to DAX  Language(s): DAX, MDX, T-SQL  MDX  No UI manipulations Data Refresh Scheduled (SP)  Manual (Excel) Live connection / upon browser request/refresh Visualization PowerPivot tables & charts  All other features available in Excel  Scorecard, Strategy Maps, Extendable Pivot Table/Chart areas, web pages KPI‟s, Charts, Data Grids, Scorecards, Extendable Dashboards, Strategy Maps, External Reports, Web pages  What-if Analysis, some visualization types available only to Analysis Services Slicing & Dicing PivotTable & Charts Slicers  All other filter, find, and sort features available in Excel  „Native‟ Multidimensional drilling Drill up/down, Top/Bottom N & value filters, Decomposition Tree, Independent reusable filters  Multidimensional drilling for non-OLAP  Performs at its Best / Pros  Supports  Does Not Support / Cons Taken from
  20. 20. WALKTHROUGH PerformancePoint
  21. 21. Start Performance Point Dashboard Designer
  22. 22. Create a Data Connection
  23. 23. Data Sources
  24. 24. Connection
  25. 25. Initial Configurations
  26. 26. Filters
  27. 27. Report Templates
  28. 28. Build the report
  29. 29. Scorecard
  30. 30. Dashboard
  31. 31. Publish the dashboard
  32. 32. Creating Mashups
  33. 33. Demo BI
  34. 34. Summary • Balance between Data Management vs Analytics • Reporting Services/Excel for operational managers • Excel PowerPivot/View for analysts and mid-level managers • PerformancePoint/Reporting Services for Corporate/Executive managers
  35. 35. Thank You Phone: +61 2 9554 6057 Email: Web: