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Analytically shiny and new: A guided tour of Microsoft’s Business Intelligence toys

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Having trouble keeping up with all of the changes in the BI space around SharePoint & Office 365? Feel like every time you think you understand what is going on Microsoft pivots (pun intended) yet again? You are not alone. Join Rackspace Microsoft MVP, Jason Himmelstein, for a journey through the Microsoft story around BI and how the latest changes are making it all more cohesive & something worth investing your time (and money) into. He will cover Power BI, what changes as a result of SQL Server 2016 for SharePoint, the Excel story, and help you understand the integration story with Office 365.

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Analytically shiny and new: A guided tour of Microsoft’s Business Intelligence toys

  1. 1. Analytically shiny and new A guided tour of Microsoft’s Business Intelligence toys Jason Himmelstein, SharePoint MVP Office 365 Advisory Services Manager @sharepointlhorn http://www.sharepointlonghorn.com
  2. 2. http://www.sharepointlonghorn.com/austinspug Agenda       
  3. 3. www.rackspace.com Before we get started… Take my survey to help us build out a fun Power BI demo at the end of the session! www.sharepointlonghorn.com/austinspug
  4. 4. http://www.sharepointlonghorn.com/austinspug SharePoint 2007
  5. 5. http://www.sharepointlonghorn.com/austinspug SharePoint 2007 BI       
  6. 6. http://www.sharepointlonghorn.com/austinspug SharePoint 2010 BI       
  7. 7. http://www.sharepointlonghorn.com/austinspug SharePoint 2010 BI          
  8. 8. http://www.sharepointlonghorn.com/austinspug SharePoint 2013 BI        
  9. 9. http://www.sharepointlonghorn.com/austinspug SharePoint 2013 BI Workhorses     
  10. 10. http://www.sharepointlonghorn.com/austinspug SharePoint 2013 BI Core Pillars    
  11. 11. http://www.sharepointlonghorn.com/austinspug Excel Services and PowerPivot for SharePoint
  12. 12. http://www.sharepointlonghorn.com/austinspug Excel Services vs Office Web Apps             
  13. 13. http://www.sharepointlonghorn.com/austinspug The Big News
  14. 14. http://www.sharepointlonghorn.com/austinspug Excel in SharePoint 2013 ExcelServices Sharepoint2013 Refresh workbook OLAP/Tabular interactivity SSASServer2012/2014 PP4SPMode PP4SP View workbook with data model Use data model Use Power View Refresh data model OfficeWebApps Server Refresh workbook (with limitations) OLAP/Tabular interactivity View/Edit workbook without data model
  15. 15. http://www.sharepointlonghorn.com/austinspug Excel in SharePoint 2016 Refresh workbook OLAP/Tabular interactivity Sharepoint2016 PP4SP Refresh data model SSASServer2016 PowerPivot Mode Use data modelUse Power View OfficeOnlineServer View/Edit workbook with or without data model
  16. 16. http://www.sharepointlonghorn.com/austinspug Benefits      
  17. 17. http://www.sharepointlonghorn.com/austinspug Implications      
  18. 18. http://www.sharepointlonghorn.com/austinspug Deprecated/Changed Features                
  19. 19. http://www.sharepointlonghorn.com/austinspug New Features     • *NotthereyetinSQLServer2016RC0
  20. 20. http://www.sharepointlonghorn.com/austinspug Enable Excel Services Functions $Farm = Get-SPFarm $Farm.Properties.Add("WopiLegacySoapSupport", "http://OOSServer/x/_vti_bin/ExcelServiceInternal.asmx"); $Farm.Update() http://whitepages.unlimitedviz.com/2016/01/adding-excel-services-capabilities-to-a-sharepoint-2016-farm/
  21. 21. http://www.sharepointlonghorn.com/austinspug Installation Changes (PP4SP)  
  22. 22. http://www.sharepointlonghorn.com/austinspug Power View Silverlight Dependency
  23. 23. http://www.sharepointlonghorn.com/austinspug Changed to Excel 2016 client    
  24. 24. http://www.sharepointlonghorn.com/austinspug Power View    
  25. 25. http://www.sharepointlonghorn.com/austinspug
  26. 26. http://www.sharepointlonghorn.com/austinspug
  27. 27. http://www.sharepointlonghorn.com/austinspug PerformancePoint Services
  28. 28. http://www.sharepointlonghorn.com/austinspug PerformancePoint 2016 – What’s New It’s still there!
  29. 29. http://www.sharepointlonghorn.com/austinspug
  30. 30. http://www.sharepointlonghorn.com/austinspug PerformancePoint    
  31. 31. http://www.sharepointlonghorn.com/austinspug SQL Server Reporting Services
  32. 32. http://www.sharepointlonghorn.com/austinspug “Reporting Services is our on-premises solution for BI report delivery”
  33. 33. http://www.sharepointlonghorn.com/austinspug Changes to SSRS in 2016 https://blogs.technet.microsoft.com/dataplatforminsider/2015/10/29/microsoft-business-intelligence-our-reporting-roadmap
  34. 34. http://www.sharepointlonghorn.com/austinspug Report Types      
  35. 35. http://www.sharepointlonghorn.com/austinspug Four Report Types  •  •  •  • 1 ServedbySSRS 2 ServedbyPowerBI(cloud) 3ServedbyPowerBImobileapp 4ServedbyOfficeOnlineServer
  36. 36. http://www.sharepointlonghorn.com/austinspug HTML 5 Based Rendering Engine
  37. 37. http://www.sharepointlonghorn.com/austinspug Reporting Services Web Portal
  38. 38. http://www.sharepointlonghorn.com/austinspug Customizable Parameters Pane
  39. 39. http://www.sharepointlonghorn.com/austinspug Mobile Reports
  40. 40. http://www.sharepointlonghorn.com/austinspug New UI for Report Builder/SSDT Old New
  41. 41. http://www.sharepointlonghorn.com/austinspug SSRS Native Mode in SharePoint  Native • Native SPIntegrated
  42. 42. http://www.sharepointlonghorn.com/austinspug New Features for SSRS              *Available after SQL Server 2016 GA
  43. 43. http://www.sharepointlonghorn.com/austinspug New Features for SSRS      
  44. 44. http://www.sharepointlonghorn.com/austinspug Native vs Integrated Mode            
  45. 45. http://www.sharepointlonghorn.com/austinspug 2016 Configuration Summary Feature Requirements Excel workbooks connected to SSAS Data Sources Kerberos Constrained Delegation (KCD) between OOS and SSAS data source OR EffectiveUserName enabled on OOS Server(s) OOS Server account(s) added to Admin list on SSAS server(s) Connected Excel workbooks to Windows Authenticated SQL Server Data Sources KCD between OOS and SQL Server Claims to Windows Token Service running on OOS Server with Network Service enabled Connected Excel workbooks using stored credentials (Excel Services Authentication Options) Secure Store Service (SSS) credential created OOS machine account added to SSS Members list “AllowHttpSecureStoreConnections = true” set on OOS server if HTTP is used PowerPivot enabled Excel workbooks SSAS PowerPivot Mode server available SSAS PP Mode server added to BI server list on OOS Server via New-OfficeWebAppsExcelBIServer cmdlet OOS Server account added to Administrators list of SSAS PowerPivot Mode Server Automatic Refresh of PP enabled workbooks PowerPivot for SharePoint Silverlight (client side) PowerPivot Gallery PowerPivot for SharePoint Silverlight (client side) Excel files as a data source PowerPivot for SharePoint PP4SP must have admin access on SSAS PP mode Server KCD between OOS and SharePoint application Claims to Windows Token Service running on OOS Server with Network Service enabled External ODC file support PowerPivot Management Dashboard S2S Trust Configured between OOS and SharePoint Power View reports SSRS Integrated mode Silverlight (client side) Power View in Excel SSRS Services account must be added to the Admin group on the BI server
  46. 46. http://www.sharepointlonghorn.com/austinspug John White’s setup guides Article Description Rethinking Business Intelligence in SharePoint and SQL Server 2016 My take on the changes to on-premises BI in the Microsoft world, and what the implications are for the present and future Adding Excel Services Capabilities to a SharePoint 2016 Farm How to Set up Office Online Server to support the services previously available in Excel Services Enable PowerPivot Support in Office Online Server 2016 and Sharepoint 2016 How to set up SharePoint 2016 and Office Online Server to support Excel workbooks with embedded PowerPivot data models Using PowerPivot for SharePoint with SharePoint 2016 How to configure the PowerPivot for SharePoint 2016 service application Configuring SSRS 2016 Integrated Mode with SharePoint 2016 How to configure SQL Server Reporting Services 2016 Integrated mode in SharePoint 2016 Integrating SharePoint 2016 with SSRS Native Mode How to configure SQL Server Reporting Services 2016 Native mode and integrate it with SharePoint 2016
  47. 47. http://www.sharepointlonghorn.com/austinspug Upgrading
  48. 48. http://www.sharepointlonghorn.com/austinspug Upgrade from the bottom up ExcelServices Sharepoint2013 SSASServer2012/2014 PP4SPMode PP4SP 2013 OfficeWebApps Server2013 Excel2013Client
  49. 49. http://www.sharepointlonghorn.com/austinspug Step 1 – Upgrade SSAS PP4SP Mode ExcelServices Sharepoint2013 SSASServer2016 PowerPivotMode PP4SP 2013 OfficeWebApps Server2013 Excel2013Client
  50. 50. http://www.sharepointlonghorn.com/austinspug Step 2 – Upgrade OWA Server ExcelServices Sharepoint2013 SSASServer2016 PowerPivotMode PP4SP 2013 OfficeOnlineServer2016 Excel2013Client
  51. 51. http://www.sharepointlonghorn.com/austinspug Step 3 – Upgrade SharePoint Server Sharepoint2016 SSASServer2016 PowerPivotMode PP4SP 2016 OfficeOnlineServer2016 Excel2013Client
  52. 52. http://www.sharepointlonghorn.com/austinspug Step 4 – Upgrade Office Clients Sharepoint2016 SSASServer2016 PowerPivotMode PP4SP 2016 OfficeOnlineServer2016 Excel2016Client
  53. 53. http://www.sharepointlonghorn.com/austinspug Power BI Gateways FEATURES PERSONAL ENTERPRISE Import data and set up scheduled refresh • Coming soon Run as an app for users who aren't administrators on the computer • Run as a single user with your credentials • Serves multiple users with access control per data source • Support for DirectQuery to SQL Server • Support for a live connection to Analysis Services • Monitoring and auditing for gateway and data sources Coming soon Choose the gateway that best fits your needs
  54. 54. http://www.sharepointlonghorn.com/austinspug Power BI Publisher for Excel
  55. 55. http://www.sharepointlonghorn.com/austinspug Key Takeaways        
  56. 56. http://www.sharepointlonghorn.com/austinspug  @diverdown1964 http://whitepages.unlimitedviz.com  http://www.itunity.com/bifocal …one last thing
  57. 57. www.rackspace.com Blog: www.sharepointlonghorn.com Twitter: @sharepointlhorn LinkedIn: www.linkedin.com/in/jasonhimmelstein SlideShare: http://www.slideshare.net/jasonhimmelstein Email: jase@sharepointlonghorn.com me itunity.com/bifocal
  58. 58. www.rackspace.com THANK YOU RACKSPACE® | 1 FANATICAL PLACE, CITY OF WINDCREST | SAN ANTONIO, TX 78218 US SALES: 1-800-961-2888 | US SUPPORT: 1-800-961-4454 | WWW.RACKSPACE.COM © RACKSPACE LTD. | RACKSPACE® AND FANATICAL SUPPORT® ARE SERVICE MARKS OF RACKSPACE US, INC. REGISTERED IN THE UNITED S TATES AND OTHER COUNTRIES. | WWW.RACKSPACE.COM

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