This document discusses configuring a SharePoint Server 2013 environment for Business Intelligence with SQL Server 2014. It begins with an introduction to the speaker and agenda. It then provides an overview of SharePoint BI components and how they have evolved. Requirements and architectures for installing and configuring various BI components like Excel Services, PowerPivot, Analysis Services, Reporting Services, and PerformancePoint are covered. Finally, different deployment scenarios are discussed and a demo of SharePoint BI in action is promised.

1. Configuring a SharePoint Server 2013
environment for Business Intelligence
with SQL Server 2014
Jose Redondo
Microsoft SQL Server MVP | CEO EntornoDB | DPA SolidQ | @redondoj

2. Speaker
• Business Intelligence Architect - Consultant for +20 years
• Owner of EntornoDB C.A. in Caracas, Venezuela. Company specialized in the Analysis, Design &
Development of Information Systems, BI Solutions & DWH using Microsoft Data Platform (MDP), SyBase,
Oracle and IBM
• Worked as Desktop - Web - Database in .NET & Java;
DBA Microsoft Data Platform, IBM & Oracle; and BI & DWH (MDP)
Arquitect and Developer
• Speaker in technical events of Microsoft in Latam – U.S.A. &
PASS SQL Saturday in Latam - U.S.A.
• SQL Server, MCP - MSTS – MTA
• DPA for SolidQ
• Contributing Technical Reviewer for Packt Publishing
• Blog in Spanish "El Blog de Cheo Redondo"
• Microsoft SQL Server MVP

3. Configuring a SharePoint Server 2013
environment for Business Intelligence
with SQL Server 2014

4. Agenda
• SharePoint BI – What is it?
• Root of all evil
• Requirements
• Architecture
• Installation
• How to take BI to the next level?
• Deployment scenarios

5. SharePoint BI for beginners…

7. BI Components and SharePoint Dashboard
Power Pivot Worksheets
• Pivot Tables and Charts
• Power View
Data Marts and others
Database Multidimensional
and Tabular Models
Standard Worksheets
• Pivot Tables and Charts
PerformancePoint Reports
• Analytic Charts and Grids
• Decomposition Tree
SQL Server Reporting Services Reports
• Standard
• Power View
PerformancePoint Scorecards and KPIs

8. BI Components
Business Intelligence
Center
2007 - Excel and Connections
2010 - PerformancePoint
2013 - PerformancePoint and
Power Pivot
Reports
Excel and Connections
Web Part Pages
SharePoint KPIs

9. SharePoint BI
Power BI
Excel, Power X, Mobile, Data Management Gateway
PerformancePoint
(Dashboard Designer)
Only SSRS
(Report Builder,
Data Tools)
SharePoint
(Pages and Filters)
On Premises Office 365

10. Root of all evil
Requirements
Architecture
Installation

11. Excel Services Requirements
License Office Pro Plus
Model xVelocity enabled is required
PowerPivot add-in included, must
be enabled
PowerView and-in included, is
important to be enabled
SharePoint Enterprise CAL
Included SP media
Deployed as application services
Requires AS SP Mode for xVelocity
and interaction with Power View
PowerPivot for
SharePoint
Required for AS SP Mode and Excel
Services
SQL Media
Deployed as an application service
SP
SQL Server BI or Enterprise
SQL Media
Deployed as SQL Application Service on
separate servers
Load balancing to run Excel Services

12. Arquitecture
Compatibility Table “xVelocity”
PowerPivot for
SharePoint
(SQL Server 2008R2)
PowerPivot for
SharePoint
(SQL Server 2012)
Analysis Services
SharePoint Mode
(SQL Server 2012 SP1)
PowerPivot for
SharePoint
(SQL Server 2014)
Analysis Services
SharePoint Mode
(SQL Server 2014)
Excel 2010 with
PowerPivot (2008 R2)
Yes Yes* Yes* Yes Yes
Excel 2010 with
PowerPivot (2012) Yes Yes Yes*** Yes Yes
Excel 2010 with
PowerPivot (2012 SP1) No Yes** Yes** Yes Yes
Excel 2013 with or without
PowerPivot No No Yes Yes Yes
* Can be updated only from Slicers
** You can not use the features of SP1 with Power View
*** Limited exclusively for all PowerPivot functionality in SQL Server 2012 SP1

13. Arquitecture
What is know about “Power BI”
Features PowerPivot for
SharePoint
Power BI
Embedded Interaction Models Yes Yes
Power View rendering Yes (Data Exporting) Yes
Using embedded in the model as data source Yes No
Auto refresh Yes Yes (Limited)
Limit for the size of the model 2Gb 250 Mb
Thumbnail Gallery Yes Yes
Pre-optimize workbooks (Excel) No Yes
OData Feeds publication No Yes
Natural Language Queries No Yes
Customers mobiles No Yes

14. SQL Server Reporting Services 2014
Requirements
Deployed as an Application
Services SP
Required for BISM/Power
View
Alerting
Self service subscriptions
Power View

15. PerformancePoint Services Requirements
SharePoint
Enterprise
Deployed as an Application Service
SP
For Analytic Charts/Grids

16. Root of all evil
Requirements
Architecture
Installation

17. Installing SharePoint BI Components
Excel Services
PerformancePoint
Other Stuff
Reporting Services
PowerPivot
Analysis Services

18. Arquitecture
SharePoint Farms with 2 servers
Server OS
SharePoint Foundation
FE Profile
Excel
Services
Search …….
Server OS
SQL Server
DB SSAS SSIS

19. Arquitecture
SharePoint Farms with BI – The Bad Practices
Server OS
SharePoint Foundation
FE Profile
Excel
Services
Search …….
Server OS
SQL Server
SharePoint Foundation
DB SSAS SSIS SSRS PP

20. Arquitecture
SharePoint Farms with BI – The Best Environment
Server OS
SharePoint Foundation
WFE Profile
Excel
Services
Search ……. SSRS PP
Server OS
SQL Server
DB SSAS SSIS

21. How to take BI to the next level?

22. Configuration scenarios…
• SQL Server Analysis Services SharePoint Mode
• Excel Services
• SQL Server PowerPivot for SharePoint
• SQL Server Reporting Services SharePoint Mode
• PerformancePoint Services

23. SQL Server Analysis Services SharePoint
Mode

32. Demo Video
“Installing PowerPivot”

34. Excel Services Configuration

36. Excel Services Cache

37. Excel Services Data Model

38. Default Configuration
Warning…

39. PowerPivot for SharePoint

56. Demo Video
“PowerPivot Configuration”

58. SQL Server Reporting Services SharePoint Mode

67. Configuring Reporting Services SharePoint Mode
67

76. Demo Video
“Installing and Configuring of
SQL Server Reporting Services
SharePoint Mode”

78. PerformancePoint Services

87. Demo Video
“Configuring PerformancePoint Services”

89. Deployment scenarios

90. Everything in one box
Server OS
SQL Server
SharePoint Foundation
FE Profile Indexer Search Metadata
Excel
Services
…. SSRS PP

91. Two-server BI farm
Server OS
SharePoint Foundation
WFE Profile
Excel
Services
Search ……. SSRS PP
Server OS
SQL Server
DB SSAS SSIS

92. Servers separated by Roles
Server OS
SharePoint Foundation
Profile
Excel
Services
Search ……. SSRS
Server OS
SQL Server
DB SSAS SSIS
Server OS
SharePoint Foundation
FE
Server OS
SQL Server
Analysis Services – SharePoint
Mode
PP

93. Integration with BI – Distributed roles
Server OS
SharePoint Foundation
Profile Crawl Metadata
Server OS
SQL Server
DB SSAS SSIS
Server OS
SQL Server
Analysis Services – SharePoint
Mode
Server OS
SharePoint Foundation
FE Search
Excel
Services
SSRS PP
SSS

94. Deploy large farms
Server OS
SharePoint Foundation
Profile Indexer Search ……. SSRS
Server OS
SQL Server
DB SSAS SSIS
Server OS
SharePoint Foundation
FE
Server OS
SQL Server
Analysis Services – SharePoint
Mode
Server OS
SharePoint Foundation
Profile Indexer Search ……. SSRS
Server OS
SharePoint Foundation
Profile Indexer Search ……. SSRS
Server OS
SharePoint Foundation
Profile
Excel
Services
Search ……. SSRS
Server OS
SharePoint Foundation
FE
Server OS
SharePoint Foundation
FE
Server OS
SharePoint Foundation
FE
Server OS
SQL Server
Analysis Services – SharePoint
Mode
Server OS
SQL Server
Analysis Services – SharePoint
Mode
Server OS
SQL Server
Analysis Services – SharePoint
ModePP

95. Expanding BI Services
• Reporting Services
• Adding Reporting Services - SharePoint for all server applications
• Adding Reporting Services Add-In on every server front (+)
• xVelocity/Analysis Services/PowerPivot
• Installing standalone servers for Analysis Services SharePoint Mode
• Installing server applications for both services
• Availability of PowerPivot Add-in for separate download (SQL Feature Pack)
- http://www.microsoft.com/en-us/download/details.aspx?id=34702

96. Identity Credentials
• The big problem called "Double
Hop"
• Kerberos Security - A double
edged sword
• Claims - The solution to follow
• Per user identities without
Kerberos
• EFFECTIVEUSERNAME - (Analysis
Services, Excel Services)
• SetUser() - (SQL Server)

97. Impersonating
Options for SQL Server Reporting Services
SQL Server Analysis Services
Analysis Services –
SharePoint Mode
Excel Services No Si No
Reporting Services Si Si No
Power View N/A Si No
PerformancePoint No Si No
Both commands SETUSER() and EFFECTIVEUSERNAME requires elevated permissions (Administrator for AS,
dbowner or sysadmin for SQL)

98. Integration
• Whole > @SUM(Parts)
• Dashboarding
• Filtering SharePoint Web Parts
• Filtering Lists
• Filtering concurrent users
• Filtering Analysis Services

99. Office Web App
• Turn OFF Rendering for xlsx files
New-SPWOPISuppression –extension xlsx –action view
http://blogs.technet.com/b/excel_services__powerpivot_for_sharepoint_support_blog/archive/201
3/01/31/powerpivot-for-sharepoint-browser-refresh-fails-data-refresh-not-supported-in-office-web-
apps.aspx

100. SharePoint as Data Source
• SQL Server Reporting Services is not native
• SQL Server Integration Services
• Data Warehouse
• Efficient execution
• SharePoint List as origin and destination data
• http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652 (Descarga)
• http://dataqueen.unlimitedviz.com/2011/06/how-to-use-a-sharepoint-list-as-a-
data-source-in-your-ssis-package/ (Como es?)
• OData sources for Microsoft SQL Server 2014
• http://www.microsoft.com/en-us/download/details.aspx?id=42280 (Descarga)
• http://whitepages.unlimitedviz.com/2014/03/using-the-odata-source-connector-
con-sharepoint-online-authentication/ (Como es)

101. SQL Server Integration Services
List a warehouse Data Collection
• Health Analyzer

102. Is this all true?
Let’s GO…

103. DEMO
“SharePoint BI in action”

105. Contact…
• redondoj@gmail.com
• Social Network:
• Facebook: Cheo Redondo
• Twitter: @redondoj
• LinkedIn: https://www.linkedin.com/in/redondoj
• Blog in Spanish: “El Blog de Cheo Redondo” - http://redondoj.wordpress.com

106. Thank you #SQLFamily