1. Hitchhiker’s Guide to SharePoint BI
(and Big Data too)
◦ Andrew J. Brust, Founder and CEO, Blue Badge Insights

2. Meet Andrew
CEO and Founder, Blue Badge Insights
Big Data blogger for ZDNet
Microsoft Regional Director, MVP
Co-chair VSLive! and 17 years as a speaker
Founder, Microsoft BI User Group of NYC
• http://www.msbinyc.com
Co-moderator, NYC .NET Developers Group
• http://www.nycdotnetdev.com
“Redmond Review” columnist for Visual Studio Magazine and Redmond Developer News
brustblog.com, Twitter: @andrewbrust
2

3. Andrew’s New Blog (bit.ly/bigondata)

4. Read all about it!

5. The 2010 Business Intelligence
Stack, Overall
Business User Experience
Data Infrastructure
and BI Platform
Analysis Services
Reporting Services
Integration Services
Master Data Services
Data Mining
Data Warehousing
Business Collaboration
Platform
Dashboards & Scorecards
Excel Services
Web based forms &
workflow
Collaboration
Search
Content Management
LOB data integration
Familiar User Experience
Self-Service access & insight
Data exploration & analysis
Predictive analysis
Data visualization
Contextual visualizationBusiness Collaboration Platform
Information Platform

6. Today’s Stack
Data Warehousing
Analytical Repository
Enterprise Info. Mgmt. (EIM)
Analysis Tools
Big Data
SQL Server Enterprise,
Fast Track, PDW
SQL Server
Analysis Services
Excel, Excel Services
Power View
Integration Services,
Master Data Services,
Data Quality Services
HDInsight (Hadoop)

7. The 2010 Presentation Flow
PerformancePoint Services
Excel Services
Excel
SQL
Server
Tera-
Data
Oracle
DB2
Reporting Services

8. Agenda
Excel as an analysis client
PowerPivot, Excel Services
Power View
Reporting Services, PerformancePoint
HDInsight/Hadoop (Big Data)
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9. EXCEL AS AN ANALYSIS CLIENT

10. PivotStuff
PivotTable, and linked charts (sometimes referred to
as PivotCharts) work extremely well with OLAP cubes
How to create a PivotTable:
• Ribbon’s Data tab (From Other Sources button/From
Analysis Services option or Existing Connections button)
• Insert tab (PivotTable “split button”)
How to insert a chart
• PivotChart button on PivotTable Tools/Options tab
• Several others

11. Formula Language CUBE Functions
CUBEMEMBER and CUBEVALUE
• Also CUBEKPIMEMBER, CUBEMEMBERPROPERTY,
CUBERANKEDMEMBER, CUBESET and CUBESETCOUNT
IntelliSense style support
• In a cell, type “=CU” and all CUBE formulas will display
• Select one with arrow keys and hit Tab
• When prompted for connection, type " and view pop-up
list
• Other pop-ups activate on " or "."

12. At Your Service
“Range Drag” and relative formula support on CUBEVALUE
CUBEVALUE and Data Bars go great together
Ability to convert PivotTables to formulas

13. Excel as an Analysis Client

14. POWERPIVOT, EXCEL SERVICES

15. Self-Service BI with PowerPivot
Excel + Analysis Services + SharePoint
Enables the working in Excel but mitigates the “spreadmart” pitfalls:
• Use Analysis Services (AS) as a hidden engine
•Instead of no engine
• Share via SharePoint, accessible by all AS clients
•Instead of “deploying” via email
• Formal data refresh on server
•So data doesn’t get stale, and users don’t have to make effort at updating
• Allow IT to monitor
•So it’s not all rogue
• Provide path to more rigorous implementations
•Can be upsized to Analysis Services

16. How Do You Get PowerPivot?
For Excel 2010:
• Download the add-in from www.powerpivot.com
• Get 32-bit or 64-bit version, depending on your version of Office (not
Windows)
• Run the installer
For Excel 2013:
• Requires Excel ProPlus retail product under volume license, or an Office 365
ProPlus, Enterprise E3 or E4 subscription
• It’s still in add-in, installed but not activated by default
• Same goes for Excel version of Power View

17. PowerPivot Guidebook
Table tabs
View data
in Excel
DAX formula bar
Relationship
indicator
Import data from
almost anywhere
Sort and filter
Calculated
column
entry

18. Modeling the Data
KPIs
Calculations
Data and
Diagram views
Calculation
area
Calculation
formula
Sort one column
by another

19. Diagram View Default Aggregations Special Advanced Mode
Reporting
properties
Hierarchies
Hide specific
columns and
tables
Create
relationships
visually
KPIs
Perspectives
Calculations

20. PowerPivot Client

21. Excel Services
A component of SharePoint Server 2007+; requires
Enterprise CAL
Allows export of workbook, worksheet, or individual
items to SharePoint report library
• Works great for PivotTables and Charts!
• Also for sheets with CUBExxx formulas or conditional
formatting-driven “scorecards”
Content can be viewed in browser
• Excel client not required
• Drilldown interactivity maintained
• Rendered in pure HTML and JavaScript
• Parameterization supported

22. PowerPivot Server
Publish to Excel Services
Viewing and interacting
Data Refresh
Treating as SSAS cube
• 2008 R2 version: URL to .xlsx as server name
• 2012 version: use POWERPIVOT named instance and
treat just like SSAS
• DB name is GUID-based; best to discover it
Use Excel, Reporting Services as clients
• And now Power View too…more later

23. The IT Dashboard
Increase IT efficiency:
Familiar Technologies
for Authoring, Sharing,
Security, and
Compliance
Customizable IT
Dashboard
Visualize usage with
animated charts
Simplify management of SSBI content using
IT Operations Dashboard for SharePoint

24. SQL Server Analysis Services
Two Modes:
• Multidimensional (was the only mode until SQL Server 2012)
• Tabular (the SSAS version of PowerPivot)
Both modes query-able by various clients:
• Excel
• Excel Services
• Reporting Services
• PerformancePoint
• Even PowerPivot
Only Tabular mode is query-able by Power View
• Power View wedded to BISM, so PowerPivot on SharePoint works too
• Let’s talk about Power View now…
24

25. POWER VIEW

26. What is Power View?
Ad hoc reporting. Really!
Analysis, data exploration
Data Visualization
In Silverlight, in the browser, in SharePoint
• And now in Excel 2013, too
Is actually based on SSRS
• Power View makes a special RDL file

27. Power View Data Sources
Power View works only against BISM
DirectQuery mode supported, however
Support for SSAS Multidimensional cubes coming
Gist is this: Power View emits DAX expressions
• PowerPivot and SSAS Tabular support DAX (Data Analysis eXpressions).
• SSAS Multidimensional will support DAX soon

28. Create a Power View Report
In Excel 2013, click Power View button on Insert tab of ribbon
• Make sure add-in is activated
In SharePoint, click “Create Power View Report” button or option on
workbook in PowerPivot Gallery
For SSAS tabular model, create BISM data source, then click its “Create
Power View Report” button or option
• BISM data sources can point to PowerPivot workbooks too, if you want.
Can export to PowerPoint and view there

29. Power View

30. SSRS, PERFORMANCEPOINT, HDINSIGHT

31. SSRS and Report Builder
Report Builder 3.0
• Familiar Microsoft Office Interface
• Powerful Wizards
• SharePoint list as data source
• Powerful Query Designer
• Flexible Layout Options w/ rich
visualizations
• PowerPivot as data source

32. Rich Visualizations

33. Report Parts
Skilled SSRS designers can publish report parts
• From Report Builder 3.0 or VS report projects
End users can pick them from a gallery
• A task pane, in Report Builder 3.0, with search capability
• Cannot select from VS report designer
What can be published?:
• Tablixes (i.e. tables, matrices)
• Rectangles
• Images, Charts, Gauges, Maps
• Parameters and Lists
All aided by new ability to share Datasets and original
ability to share Data Sources

34. Easy to Publish; Easy to Select

35. PerformancePoint Services (PPS)
Scorecards
Cascading
scorecards
with
interactive
charts and
data from
multiple
sources
Analytics
Multi-
dimensional
slice and dice
for advanced
analytics
including
decomposition
tree,
performance
map, and
perspective
view

36. PPS Capabilities
Analytic Grids & Charts
• PPS’ own data visualizations
• AJAX-based interactive analytics capabilities
Scorecards
• Key Performance Indicators
• Objectives
• Dimensions
Dashboards
• Bird’s eye view of business activities
• Display Analytic Grids and Charts; Scorecards
• Integrate SSRS, Excel Services (including PowerPivot) content
• Add Filters

37. SSRS and PerformancePoint

38. Microsoft HDInsight
Developed with Hortonworks and incorporates Hortonworks Data
Platform (HDP) for Windows
Windows Azure HDInsight and Microsoft HDInsight (for Windows
Server)
Single node preview runs on Windows client
Includes ODBC Driver for Hive
And Excel Add-In that uses it
JavaScript MapReduce framework
Contribute it all back to open source Apache Project

39. The New Presentation Flow
Relational
Data
Hadoop/HDFS
Unstructured
Data
SSAS Tabular
Power View
Excel

40. Thank you
andrew.brust@bluebadgeinsights.com
@andrewbrust on twitter
Want to get on Blue Badge Insights’ list?”
• Text “bluebadge” to 22828

41. Blog:
http://www.bobhunt.net/
Twitter: @bobhms
Bob Hunt “The” Microsoft IT Pro Evangelist
Blog:
http://powertoe.wordpress.com/
Twitter: @toenuff
Tome Tanasovski PowerShell MVP
Blog:
www.ngenioussolutions.com/blog
Twitter: @nilaish
Nilesh Mehta SharePoint Architect
Blog: Too cool for one
Twitter: Too cool for one
Edwin Woo Windows Extremist
Blog: http://ehlotech.blogspot.com
Twitter:@bserebin
Ben Serebin Exchange Junkie
Thanks to our Organizers!

42. Blog:
http://www.bobhunt.net/
Twitter: @bobhms
Bob Hunt “The” Microsoft IT Pro Evangelist
Website: http://www.nyewin.org
Twitter: @NYeWin
Eric Fellen
Website:
http://www.nyewin.org
Ken Reid
Thanks to our Organizers!
Jason Gallicchio SharePoint Enthusiast
Twitter: @jasongall

43. Techstravaganza Communities
• Meetings: First Wednesday of the month, 5:30 to 7:30 PM, Microsoft NYC Office
• Web: http://www.sharepointusergroup.org/NewYork/Default.aspx
NYC SharePoint User Group
Princeton Area SharePoint User Group
NYC PowerShell User Group
• Meetings: Fourth Wednesday of the month, 6:00 to 8:00 PM, Infragistics Building
Cranberry NJ
• Web: www.princetonsug.com
• Meetings: Second Monday of the month, 6:00PM, Microsoft NYC Office
• Web: http://powershellgroup.org/nyc
• Meetings: Second Tuesday of the month, 5:45PM to 9PM, Microsoft NYC Office
• Web: www.nyexug.com
New York Exchange User Group
• Meetings: First Thursday of the month, 6:00PM, Microsoft NYC Office
• Web: http://www.nyewin.org/
NY Enterprise Windows User Group

44. Thanks to our Sponsors!
Event Sponsors

45. Thanks to our User Groups!
Event User Groups