This document provides a summary of various business intelligence tools including Excel, SQL Server Reporting Services, SharePoint Excel Services, Visio Services, and PerformancePoint. It discusses the history and evolution of these tools. The document also outlines key features and capabilities of each tool such as different types of reports, visualizations, data connections, and more.

1. Decoding the Business Intelligence
Alphabet Soup
SSRS, KPI, OLAP, BISM and more!
Scott Brickey, SharePoint Practice Manager
www.sds-consulting.com

2. About Us
SDS Custom SharePoint Solutions
Agile development and SharePoint coding experience to
create an optimal solution for your unique SharePoint
application and integration needs.
· Workflow & InfoPath Forms for Business Process
Automation
· SharePoint Reports & BI Integration
· Portals & Collaboration
· Content Management
Agile Practices for proven faster delivery, higher quality, & increased business value.

3. A Brief Forward
• LOTS of info!
– Feel free to ask questions throughout
• LOTS of slides (approx 100)
– Focus on the concepts and areas of interest
• Slides are available online
www.sbrickey.com/Tech/Calendar
www.sds-consulting.com
www.slideshare.net/Scott_Brickey/dogfood-2012-decoding-the-business-
intelligence-alphabet-soup
– DON’T write everything down

4. Business Intelligence Tools :
A brief history
1993 • Excel – Pivot Tables
1998 • SQL Server Analysis Services
2000 • Excel – OLAP support
2004 • SQL Server Reporting Services

5. Business Intelligence Tools :
Yesterday, Today, and Tomorrow
2007
Excel: 2010
- PivotTable improvements
- Conditional Formatting Excel: 2012
- Row limit improvements - Pivot Table Slicers
- Spark Lines Excel: 2013
SharePoint: - PowerPivot
- Excel Services SharePoint: SharePoint: Excel:
- PerformancePoint Services - Excel Services - PowerPivot for Excel Svcs - Power View
- SSRS Integrated Mode improvements Analysis Services:
- Visio Services - Tabular Mode SharePoint:
Report Services: - PerformancePoint support
- SharePoint Service App for iPad
- Power View

6. Agenda
• Data Silos and Data Warehouses
• Reporting Services
• Excel Services
• Visio Services
• Performance Point
• Power Pivot and Power View

7. Data Silos and
Data Warehouses

8. Data Silos
• Where does data live?
– Line of business systems (OLTP)
• Databases : SQL, Oracle, etc
• Data Exports : CSV
– Excel files
– SharePoint Lists
• Also accessible via RSS, OData
– Elsewhere
• RSS, Atom, OData, etc

9. Data Warehouse Architecture
OLTP DW SSAS
• Raw Data • ROLAP • MOLAP
• TSQL • TSQL • MDX
• Normalized • Denormalized • MultiDimensional
• Realtime • Realtime - 1 • Realtime - 2

10. SQL Server Reporting Services

11. Why Reporting Services?
• Free
– Limited to local SQL Express data only
• Except when using linked servers
– No scheduled/unattended reports
• Already in use
• Convert Access reports, train report builders
• No dependency on SharePoint editions
• Reuse your SharePoint portal
– Intranet, Extranet, website

12. Reporting Services Native Mode (2005)
Minimally Integrated
• Install from RSWebParts.cab
– C:Program Files (x86)Microsoft SQL Server110ToolsReporting
ServicesSharePointRSWebParts.cab
• Integration via Web Parts
– Report Explorer
• Link to Report Builder
– Report Viewer
• same as the ReportViewer ASP.Net control
• Basically an IFrame
• Contents stored on SSRS
• Client connects directly to SSRS
– Firewall and other considerations

13. Reporting Services Integrated Mode
(2008 & 2008 R2)
Deeply Integrated – Single Dedicated Report Server
• SSRS Configuration  SharePoint Mode
• Central Admin  General Application Settings
• Content stored in SharePoint
– Utilize SharePoint’s security model, Versioning, Approvals, Workflows
– Logging, AAM’s, Claims based auth
• RS Content Types
– Report Data Source *.RSDS connection string
– Report Builder Model (DataSet) *.RSD query
– Report Builder Model (Semantic) *.SMDL
– Report Builder Report *.RDL
• Remove the Report Explorer web part (unnecessary)
• Client connects THROUGH SharePoint (double/triple hop)

14. Reporting Services 2012
Completely Integrated – Scalable Dedicated Servers
• SSRS Configuration  SharePoint Mode
• Central Admin  Service Application
– Scalable Architecture
• Scheduled Report Jobs
– Data Driven subscription
– Report snapshots for historical data
• Power View
– Interactive Designer
– Timeline “Play” button
– (more on this later)

15. Reporting Services
Data Sources
• Microsoft • Extensible / Standards
– SQL Server Database – OLE DB
– SQL Server Analysis
– ODBC
– SQL Azure
– SharePoint List – XML
– SSRS Report Model
– BI Semantic Model for Power View
• Third Party
– Oracle
– SAP NetWeaver BI
– Hyperion Essbase

16. Reporting Services
Data Sets
• Single query (fields, filters)
• Single source
• Data provider specific language
– TSQL, MDX, XMLA
• Dataset (file) security

17. Reporting Services
Query Designer – SQL – Data Set

18. Reporting Services
Query Designer – SQL – Data Set

19. Reporting Services
Query Designer – MDX – Data Set

20. Reporting Services
Query Designer – MDX – Data Set

21. Reporting Services
Data Models
• Data Models are SSRS Data Sources
• Describes data and relationships
• Automatically generated from SQL Database or
OLAP Cube
– Exploring the tables, views,
fields, relationships
• Model Item-level permissions
• SQL Express NOT supported
• Click Through Reports

22. Reporting Services
Query Designer – SQL – Data Model

23. Reporting Services
Query Designer – SQL – Data Model

24. Reporting Services
Query Designer – MDX – Data Model

25. Reporting Services
Query Designer – MDX – Data Model

26. Reporting Services
Query Designer – Data Model

27. Reporting Services
Reports
• Create with Report Designer (BIDS) or Report Builder
• Data Visualizations
– Table/Matrix/List
– Chart
– Gauge
– Map
– Data Bar
– Sparkline
– Indicator
• Subscriptions
– Data Driven Alerts
• Options
– Data : Live, Cached, Snapshot

28. Reporting Services
Visualizations : Charts
• Column
• Line
• Shape
– Pie, Funnel
• Bar
• Area
• Range
– Area, Stock, …
• Scatter
• Polar

29. Reporting Services
Visualizations : Gauges
• Radial
• Linear

30. Reporting Services
Visualizations : Map

31. Reporting Services
Visualizations : Spark Lines
• Column (bar)
• Line
• Area
• Shape
• Range

32. Reporting Services
Visualizations : Indicators
• Directional
• Symbols
• Shapes
• Ratings

33. Reporting Services
Report Outputs
• Export to File
– XML, CSV, PDF, Excel (XLSX)
– TIFF, Word, MSHTML
• Export to Data Feed (.atomsvc)
– PowerPivot (default)
– SSIS (via HTTP connection)
– Outlook (yes, really)

34. Reporting Services
Subscriptions
• Event Driven
– On a schedule (Hour, Day, Week, Month)
– When snapshots are created
Destinations Formats

35. Reporting Services
Data Driven Subscriptions
• Data Source : Report Data Source, Report Data Model
• Query
• Report parameter binding
• Delivery
– Static Values
– Query Fields Destinations Formats

36. Excel and Excel Services

37. Excel : Data Connections
• Stored : Embedded or External File
• Microsoft : SQL Database, Analysis
Services
– MS Query : SharePoint Lists
• Office Data Connection (*.ODC) files
• XML
– CSV
• Extensible Providers
– ODBC : Access, dBase, Excel,
Paradox, FoxPro, CSV, Oracle
– OLE DB : SQL, Analysis Services,
Active Directory

38. Excel : Pivot Tables

39. Excel : Pivot Charts

40. Excel : Indicators

41. Excel : Spark Lines

42. Excel : Usage
• Data Connections
– Fairly easy to create
– Can be centralized in a SharePoint connection
library
• Permissions, Version History, Content Approval
• Good for testing
– Designed for single source (table/view, file, etc)
• SQL : Relationships are difficult (no GUI)
• No way to query ACROSS data sources

43. Excel : Usage
• Excel formatting options
– Numbers, Currency, Date/Time, etc
• Easy and intuitive
– On the fly changes (filters, slicers, etc)

44. SharePoint : Excel Services
• Web Parts
– Render Excel document in web part
– Limit access with Named Items
– Relate web parts with filters using Web Part
Connections
• Office Web Applications
– View/Edit Excel document in web browser

45. Visio Services
Features of the Forgotten

46. Business Intelligence in Visio
• Use shapes to document a process
• Data Connections
• Map data to shapes
• Expose with Visio Services

47. PerformancePoint
Supercharging your intelligence

48. PerformancePoint
Dashboards
• Dashboards are web part pages
• Dashboards are composed of Items and Reports
– Created using PerformancePoint Data Connections
– Stored individually, to be reused

49. PerformancePoint
Dashboard Items
• Data Sources
• Key Performance Indicators (objectives)
– Actual vs Target (goal)
• Indicators
– Gauges, Progress Bars, Stoplights, etc
• Filters
• Scorecards
– Hierarchical grouping of KPIs

50. PerformancePoint
Dashboard Reports
• Analytic Chart
• Analytic Grid
• Strategy Map
• KPI Details
• Reporting Services
• Other
– Excel Services
– ProClarity Analytics Server Page
– Web Page

51. PerformancePoint
Analytic Grid - Designer

52. PerformancePoint
Analytic Grid - Viewing

53. PerformancePoint
Analytic Grid - Drillthrough

54. PerformancePoint
Analytic Grid - Drillthrough

55. PerformancePoint
Analytic Grid - Decomposition Tree
• Sss

56. PerformancePoint
Decomposition Tree
• ALL the dimensions!

57. PerformancePoint
Decomposition Tree
• View as Analytic Chart or Grid
– Bar
– Stacked, Stacked (100%)
– Line, Line with Markers
– Pie

58. PerformancePoint
Analytic Grid - On the move!

59. PerformancePoint
Analytic Grid - On the move!

60. PerformancePoint
Analytic Grid - On the move!

61. PerformancePoint
Analytic Grid - On the move!

62. PowerPivot

63. BI : Letting go of the past
• Excel
– Dominant tool for Agile BI
– Known limitations
• 2003 65,536 rows x 256 columns
• 2007/2010 1,048,576 rows x 16,384 columns
• SSAS
– MDX and TSQL are very different
– Different toolset
• Computing resources are underutilized
– Multiple Processors, Multiple Cores
– Gigabytes of memory

64. PowerPivot : Back to the Future
• Vertipaq Engine
• Keep ALL the data
– Query data ONCE
– Utilize compression
– Relate data ACROSS data source
– Data is cached within the document

65. PowerPivot : Excel 2010, SharePoint
Enterprise, and SQL Enterprise
• NO row limit (technically)
– Only limited by available RAM
• No cube processing
• No penalty for new calculations
• Add-in for Excel
• Add-in for SharePoint Excel Services, which uses special SQL
Analysis instance (‘POWERPIVOT’)
– Data caching
– Automatic background refreshing of data
– New SharePoint list views / visualizations

66. PowerPivot : Data Sources
• Databases
– SQL Database, Analysis Services, Access
– SQL Azure
– Oracle, Teradata, Sybase, Informix, DB2
– OLE DB / ODBC
• Excel File
• SSRS Report
• Azure DataMarket
– https://datamarket.azure.com/browse
• Atom Data Feed
• CSV

67. PowerPivot : Adding Data

68. PowerPivot : Adding Data

69. PowerPivot + Pivot Tables

70. PowerPivot Library Views
• Gallery View

71. PowerPivot Library Views
• Carousel View

72. PowerPivot Library Views
• Theater View

73. PowerPivot
Software Requirements
• Excel 2010
• SharePoint : Enterprise (Excel Services)
– Excel Services Application
– PowerPivot Service Application
– Secure Store Service
– Claims to Windows Token Service
• SQL : Dev, Eval, Enterprise, Data Center
– RS in SharePoint [Integrated] mode
– Analysis Services : SQL Server PowerPivot for SharePoint

74. Analysis Services
Tabular mode
PowerPivot beyond Excel

75. SQL Analysis Services : OLAP
• First appeared in SQL 2005
• OLTP  Data Warehouse  Cube
– Facts (Measures) and Dimensions
– Data Transformations
– Cube Processing
• MOLAP (MDX) Queries
– Known or expected lookups, i.e. Ʃ ($)
• ROLAP (TSQL) Queries
– Ad-hoc calculations

76. SQL Analysis Services : OLAP
Limitations
• SSAS was designed for limited resources
– SSAS 2005 hardware requirements
• HDD: 90 MB, CPU: P3 GHz, RAM: 1 GB
– SSAS PowerPivot hardware requirements
• HDD: 80 GB, CPU: 16x3 GHz, RAM: 8-128 GB
• Outdated resource constraints cause usability
constraints today

77. SQL Analysis Services : Tabular
PowerPivot for ALL
• PowerPivot for the Server
• Excel File -> Business Intelligence Model file
(*.BIM)
• Two data query options
– Vertipaq / In-Memory mode
– DirectQuery mode

78. Building your BIM
• SQL Data Tools (formerly BIDS)
• Create BIM from scratch
– Similar experience as PowerPivot for Excel
– Some extra features (permissions, processing
mode, etc)
• Import Excel PowerPivot file

79. BI Semantic Model
Connection Files to Tabular Data
• Office Data Connection (ODC) files
– Open with Excel
– NOT compatible with tabular data
• BI Semantic Mode (BISM) files
– Open with Excel and PowerPivot
– Connect to SSAS Tabular OR Excel PowerPivot file

81. PowerView
Reporting Services meets Power Pivot

82. Power View
• Starts with tabular data
– Excel PowerPivot
– Analysis Services Tabular Mode
– BI Semantic Model file (connection file)
• In-Browser (Silverlight) editor
– RDLX file
• Export to PowerPoint

83. Power View
In-Browser Editor

84. Power View : Visualizations

85. Power View
Playing with Scatter Plots

86. Conclusion

87. Final Thoughts
• BI starts with the end user
– Connect to the data, wherever it is
• BI should be easy to share
– Available to the users, wherever they are
• BI should be agile
– Requirements change, mistakes happen
• BI should be promotable
– Optimize the use of resources

88. Appendixes

89. Acronyms
• BIDS Business Intelligence Development Studio
• BIM Business Intelligence Model (Tabular mode)
• BISM Business Intelligence Semantic Model
• DAX Data Analysis eXpression
• DMX Data Mining eXpression (OLAP mode)
• KPI Key Performance Indicator
• MDX Multi Dimensional eXpression
• MOLAP Multidimensional Online Analytical
Processing

90. Acronyms
• PPS Performance Point Services
• OLTP OnLine Transaction Processing
• OLAP OnLine Analytical Processing
• ROLAP Relational Online Analytical Processing
• SSRS Sql Server Reporting Services
• SSAS Sql Server Analysis Services
• SSIS Sql Server Integration Services
• TSQL Transact Structured Query Language
• XMLA XML for Analysis
-- OR –
Multidimensional eXpressions Language

91. Supported Data Sources
• Reporting Services
– SQL, SSAS, SQL Azure, SharePoint, SSRS Report
Model, BI Semantic Model for Power View
– Oracle, SAP NetWeaver BI, Hyperion Essbase
– OLE DB, ODBC, XML
• PowerView
– BISM
– Excel PowerPivot document

92. Supported Data Sources
• Excel
– Native : SQL, SSAS, SP List, XML
– OLEDB : SQL, SSAS, ODBC DSN, Oracle …
– ODBC : Access, DBase, Excel, Oracle, Paradox, TXT/CSV,
FoxPro …
• PowerPivot
– Relational Database: SQL, Azure, Access, Oracle,
Teradata, Sybase, Informix, DB2, OLE DB, ODBC
– Multidimensional Database: SSAS
– Data Feeds: SSRS, Azure DataMarket, Data Feed (Atom)
– Files: Excel, TXT/CSV

93. Supported Data Sources
• Visio
– Excel workbook
– Access database
– SharePoint list
– SQL database
– OLE DB, ODBC

94. Supported Data Sources
• PerformancePoint
– SQL Database
– SQL Analysis Services
– Excel workbook
– SharePoint list

95. Supported Data Sources
• SSAS Tabular Mode
– Relational Database: SQL, Azure, Access, Oracle,
Teradata, Sybase, Informix, DB2, OLE DB, ODBC
– Multidimensional Database: SSAS
– Data Feeds: SSRS, Azure DataMarket, Data Feed (Atom)
– Files: Excel, TXT/CSV
• BISM
– Excel PowerPivot document
– SSAS Tabular Model

96. SharePoint Features, Content Types,
and File Extensions
• SP Foundation
– Office Data Connection (Excel, Visio) ODC
– Universal Data Connection (InfoPath) UDCX
• SC : Report Server Integration Feature
– Report Data Source RSDS
– Report Builder Model (Data Set) RSD
– Report Builder Model (Semantic Model) SMDL
– Report Builder Report RDL
• SC : PerformancePoint Services Site Collection Features
– PerformancePoint Data Source PPSDC
• SC : PowerPivot Feature Integration for Site Collections
– BI Semantic Model Connection BISM
– Data Service Document ATOMSVC
• SC : Power View Integration Feature
– Power View Report RDLX

97. File Types and Extensions
By authoring tool
• SQL Server Analysis Services / Data Tools
– Business Intelligence Model BIM
• Power View
– Power View Report RDLX

98. References
• Requirements for SSRS (2008 R2) in Integrated Mode
http://msdn.microsoft.com/en-us/library/bb283190.aspx
• Requirements for SQL 2012 (PowerPivot and SSRS) in Integrated
Mode
http://msdn.microsoft.com/en-us/library/ee210640.aspx
• Installing SSRS Integrated Mode for SharePoint 2013
http://msdn.microsoft.com/en-us/library/jj219068.aspx
• Hardware Requirements for PowerPivot
http://msdn.microsoft.com/en-us/library/ee210640.aspx
• System Requirements for Power View
http://technet.microsoft.com/en-us/library/hh560549.aspx
• PowerPivot BI Semantic Model Connection
http://technet.microsoft.com/en-us/library/gg471575.aspx
• SSRS Subscriptions and Delivery
http://msdn.microsoft.com/en-us/library/ms159762.aspx

99. Questions & Evals

100. MORE INFORMATION
SDS SharePoint Webcasts:
• Managing Content and Maximizing Search, 11/2
• Sharing Business Insights – Integrating with Business
Intelligence Reports, 11/30
• Visit http://sds-consulting.com to register
• SharePoint Library for various components.
http://SDSSharepointLibrary.codeplex.com/
SharePoint Lunch and Learns
Publications on the SDS website and blog
http://sds-consulting.com
http://www.sbrickey.com

101. Thanks To Our Sponsors