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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

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Business Intelligence in SharePoint 2013

  • 1. Business Intelligence in SharePoint 2013 Jason Himmelstein Senior Technical Director, SharePoint @sharepointlhorn http://blog.sharepointlonghorn.com
  • 2. • 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
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9. 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
  • 10. Analyze trends and timelines Quickly navigate through your data
  • 12.
  • 13.
  • 14.
  • 15.
  • 16. Get suggestions on chart types based on your data Preview your graphs, formatting and KPIs
  • 17.
  • 18.
  • 19.
  • 20. 20
  • 21.
  • 22. 22
  • 23. 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
  • 24. 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)
  • 25. Visualize your insights with interactive charts Fine tune your reports with chart and view filters
  • 26. 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
  • 27. Excel 2013: Complete and Powerful Self-Service BI Tool • • • • • •
  • 28.
  • 29.
  • 30.
  • 32. Share
  • 33. 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
  • 34. 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
  • 35. 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
  • 36.
  • 37.
  • 38. 1 in 4 enterprise customers on Office 365 1 Billion Office Users Discover Analyze Visualize Share Find Q&A Scalable | Manageable | Trusted Mobile
  • 39.
  • 40.
  • 41.
  • 42.
  • 43. Q&A
  • 44. Q&A
  • 45. Q&A
  • 46.
  • 47.
  • 48.
  • 49. 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
  • 50.
  • 51. 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* ● ● ● ● ● ●
  • 52.
  • 53. 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
  • 56. • 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
  • 57.
  • 58. 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
  • 59. Self-Service Empowered Enterprise Excel, Reports, & Dashboards Formalized Power Pivot Analysis Services Business Intelligence Semantic Model (BISM)
  • 60. 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
  • 61. 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
  • 62. 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
  • 63. 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
  • 64. 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
  • 65. 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
  • 66. 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
  • 67. 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
  • 68. Third-party applications Databases Reporting Services (Power View) LOB Applications Excel Files PowerPivot SharePoint Insights OData Feeds Cloud Services
  • 69. 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
  • 70. 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

Editor's Notes

  1. 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.