Post on 14-Dec-2015
transcript
DEMYSTIFYING POWERPIVOT FROM THE SHAREPOINT ADMIN’S PERSPECTIVE
David Peterson – SharePoint Administrator – Trek Bicycles Corp.
David_Peterson@trekbikes.com - @sprookie1 – sharepointrookie.com
• Hi, I’m David– SharePoint Administrator with
8+ years experience – Trek Bicycle Corporation
• Aug ‘11-present– State Farm Insurance
• Aug ‘08-Aug ‘11• Largest SharePoint
deployment ever– MS Professional Writing –
Illinois State University – Married to Dawn with 2 children
ABOUT ME
• Trek Bicycle Corporation – Waterloo, WI
– One of the leading bicycle manufacturers in the world
– Sold in over 90 countries– Variety of subsidiary businesses
• Ascend – POS software• Ray’s – Mountain Bike Park• Trek Travel – Travel Company• Mansion Hill Inn – Hotel• B-cycle – Bicycle Ride
Sharing
ABOUT TREK
• What is PowerPivot• PowerPivot in SharePoint• Setting it up• Setting up the Refresh• Example Scenario• Add’l Ways to Use PowerPivot• Questions
AGENDA
WHAT IS POWERPIVOT
• PivotTables only allow you to connect to 1 datasource
• PowerPivot can connect to many datasrouces
• With the familiarity of Excel in an Add-on
• Takes BI (Business Intelligence) and puts it in the hands of decision makers
– Now your Business Analysts, Managers, Directors, anyone really, can build meaningful reports and views into org data (mundane, boring day-to-day content)
– …Leaving you to build the more complex reports/views and manage the datasource(s) (fun, challenging content)
• PowerPivot is your desktop solution for BI if you have an understaffed/non-existent BI team
BUSINESS CASE
• Old, outdated data– Manual Refresh– Users may encounter old, stale
data and are not aware of this– Each user must have access to
the data source – Must install Excel and
PowerPivot on everyone’s machine = $$$
POWERPIVOT WITHOUTSHAREPOINT
• Takes the Processing and automates it server –side
– No more manual refreshes of PowerPivot and Excel
– One-time or Schedule based– Not all users need access to data
source– Adds in collaboration and document
management features of SharePoint– Easily create online dashboards for
mass consumption– No need for Excel client-side if
Office Web Apps deployed = less $$$
POWERPIVOT WITHSHAREPOINT
• What’s it gonna take?– Minimum
• 64-bit dual core proc• 8GB RAM• 80GB Storage
– Recommended• 4 quad-core servers• 64GB RAM• 80GB Storage or more
• Bottom Line . . . the more, the better to ensure a consistent user experience
HARDWARE & SOFTWARE REQUIREMENTS
• Assumptions:– SQL 2012 deployment, although
SQL 2008 R2 isn’t much different
• What you’ll need: – SQL 2012 Resource Disc or .iso– SharePoint SP1– ADO.NET Data Services Update
for .NET 3.5 SP1– Existing Site Collection
• Place resource Disc in server or mount .iso and initialize setup
LAYING DOWN THE BITS
• Prepare yourself to hit Next…a lot– Remember the Service Account
used for the Analysis cube
BITS CONT.
• Now for the easy part– I’m the lazy SharePoint Admin– Open the PowerPivot
Configuration Tool– Couldn’t be simpler– Will register necessary
components, deploy solutions, create service applications, & validate that everything is done correctly
– Will even create the refresh account
CONFIGURATION
• Unattended Account needs an AD Account
– Central Admin > Manage Service Applications > Secure Store Service
SET UNATTENDED ACCOUNT CREDENTIALS
• Group Policy– Will need to update group policy– Accounts need rights to:
• Allow Log on Locally• Log on as a Service
– Set in Group Policy– Run gpupdate
• Kerberos– Unattended still required when
Kerberos is enabled on Farm– Who else is going to update the
PowerPivot?• Unattended account will need contribute
rights to the site you enable the refresh on• Same for SSAS if you are going to use
SharePoint list data in a PowerPivot
NOTES ABOUT SSAS AND UNATTENDED ACCOUNTS
• Someone’s gotta keep watch– Plenty of reports/information in
Central Admin– Important to watch resource
usage– Can be automated via SSRS
report (i.e. e-mailed daily)– LINK
MONITORING REFRESH
• Similar to SSRS’s subscription and alerting capabilities
• Users can create alerts; notified after a refresh
• Create a SPD workflow to e-mail specific link(s); good for Web App links since alerts send links directly to Excel file
ALERTING/WORKFLOWS
• Web Part Pages with Office Web App links
– Dictate where/how users see specific content
• Excel Services Web Part– Control what sheets are seen
and how they’re consumed• Excel Service REST API
– Full, granular control over workbook content
– “Security through obscurity”– Trade-off – much more
administration
DASHBOARDS