Date post: | 20-Mar-2017 |
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Analytically shiny and newA guided tour of Microsoft’s Business Intelligence toys
Jason Himmelstein, SharePoint MVPOffice 365 Advisory Services Manager@sharepointlhornhttp://www.sharepointlonghorn.com
Jason HimmelsteinTechnology Geek at RackspaceOffice Servers & Services MVP
[email protected]://www.sharepointlonghorn.com@sharepointlhorn
http://www.sharepointlonghorn.com/austinspug
Agenda Intros What’s old for BI in SharePoint Changes to Excel Services Changes to PerformancePoint Changes to SSRS Upgrading Q&A
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Before we get started…Take my survey to help us build out a fun Power BI demo at the end of the session!
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SharePoint 2007
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SharePoint 2007 BIOffice Group Excel Services SharePoint Filters SharePoint KPIs Business Connectivity Services Visio Services
SQL Group SQL Server Reporting Services PerformancePoint
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SharePoint 2010 BIOffice Group Excel Services SharePoint Filters SharePoint KPIs Business Connectivity Services Visio Services
SQL Group SQL Server Reporting Services PerformancePoint
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SharePoint 2010 BIOffice Group Excel Services PerformancePoint Services SharePoint Filters Chart Web Part SharePoint KPIs Business Data Connectivity Access Services Visio Services
SQL Group SQL Server Reporting Services Power Pivot for SharePoint
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SharePoint 2013 BIOffice Group Excel Services PerformancePoint Services SharePoint Filters Business Data Connectivity Access Services Visio Services
SQL Group SQL Server Reporting Services Power Pivot for SharePoint
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SharePoint 2013 BI WorkhorsesOffice Group Excel Services PerformancePoint SharePoint Filters
SQL Group SQL Server Reporting Services Power Pivot for SharePoint
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SharePoint 2013 BI Core PillarsOffice Group Excel Services PerformancePoint
SQL Group SQL Server Reporting Services Power Pivot for SharePoint
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Excel Services and PowerPivot for SharePoint
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Excel Services vs Office Web AppsExcel Services Renders Excel files in a browser Read-Only Connects to back end data Excel Web Access Web Part Render Power View reports* Interact with PowerPivot models* Calculation engine via SOAP based web
services API SharePoint Enterprise CAL required
Office Web App Server Renders Excel, Word, PowerPoint files in
a browser Read/Write Limited back end data connections REST based web service No separate license required
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The Big News
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Excel in SharePoint 2013Excel Services
Sharepoint 2013
SQL DB SSAS Tabular SSAS OLAP Other Data Sources
Refresh workbook
OLAP/Tabular interactivity
SSAS Server 2012/2014PP4SP Mode
PP4SPView workbook with data model
Use data modelUse Power View
Refresh data model
Office Web Apps Server
Refresh workbook (with limitations)OLAP/Tabular interactivity
View/Edit workbook without data model
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Excel in SharePoint 2016
SQL DB SSAS Tabular SSAS OLAP Other Data Sources
Refresh workbook
OLAP/Tabular interactivity
Sharepoint 2016 PP4SP
Refresh data model
SSAS Server 2016PowerPivot Mode
Use data modelUse Power View
Office Online Server
View/Edit workbook with or without data model
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Benefits Single architecture/feature set for Excel rendering Excel Services no longer impacts SharePoint performance Licensing Available to Exchange, Skype Future Excel updates not locked to SharePoint No end user impact
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Implications Complexity of setup (One more hop) No GUI for configuration – use PowerShell only Office Online Server requires separate server and is
mandatory Some deprecated features Excel Web Parts/Web Services must be added manually Power View requires SSRS Integrated mode
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Deprecated/Changed FeaturesDeprecated Shared Data Connection Library Unattended Service Account File Access Method Throttling/restrictions
Cross Domain Access Max sessions per user Load balancing scheme
Changed Data Connections Libraries now optional UDF Assemblies deployed to OOS ODC files require Server to Server Auth (S2S) IT Management Dashboard not in CA IT Management Dashboard requires S2S Workbook as data source requires
Kerberos(KCD) between OOS and SharePoint WFEs
C2WTS Runs on OOS machine SSAS must trust OOS for EffectiveUserName
Requires SSMS 2016
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New Features Power Query refresh * Excel 2016 Data model support Excel JavaScript API support Closer parity with Excel 2016 client
• Search in filters, value field settings, Comments, print selection
*Not there yet in SQL Server 2016 RC0
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Enable Excel Services Functions
$Farm = Get-SPFarm $Farm.Properties.Add("WopiLegacySoapSupport", "http://OOSServer/x/_vti_bin/ExcelServiceInternal.asmx"); $Farm.Update()
http://whitepages.unlimitedviz.com/2016/01/adding-excel-services-capabilities-to-a-sharepoint-2016-farm/
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Installation Changes (PP4SP) Service application and SSAS PP4SP now separate
installation SSAS Instance now referred to as Power Pivot mode
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Power View Silverlight Dependency
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Changed to Excel 2016 clientPowerPivot = Power Pivot (or “Manage Data Model”)Power Query = “Get & Transform”Power View = Power View (if you can find it)Power Map = 3D Maps
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Power View Added to Excel 2013 Silverlight dependency (server and client) Hidden from the ribbon by default in 2016 Requires both PowerPivot for Sharepoint and SSRS
Integrated mode in SharePoint 2016
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PerformancePoint Services
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PerformancePoint 2016 – What’s New
It’s still there!
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PerformancePointDashboard DesignerScorecardsAnalytic Charts/GridsDeprecated?
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SQL Server Reporting Services
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“Reporting Services is our on-premises solution for BI report delivery”
Microsoft - Business Intelligence – our reporting roadmap – October 2015
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Changes to SSRS in 2016
More Shortly…….https://blogs.technet.microsoft.com/dataplatforminsider/2015/10/29/microsoft-business-intelligence-our-reporting-roadmap
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Report TypesOperationalPaginated (SSRS, Excel) AnalyticInteractive (PBI)Mobile (SSRS mobile)Analytical (Excel)
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Four Report Types Paginated 1,2
• SSRS, Excel Interactive 1,2,3
• Power BI Desktop Mobile 1,3
• SSRS Mobile Analytical 2,3,4
• Excel
1 Served by SSRS2 Served by Power BI (cloud)3 Served by Power BI mobile app4 Served by Office Online Server
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HTML 5 Based Rendering Engine
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Reporting Services Web Portal
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Customizable Parameters Pane
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Mobile Reports
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New UI for Report Builder/SSDT
Old
New
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SSRS Native Mode in SharePoint Native mode web parts ship with SQL Server
• Unchanged from SSRS 2008 R2
Native SP Integrated
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New Features for SSRS HTML 5 Based Rendering Engine Customizable Parameters Pane New UI for Report Builder New Web Portal Mobile Reports
New Chart Types Tree Map and Sunburst
PDF replaces ActiveX for printing PowerPoint rendering and export KPIs Pin to Power BI Dashboard Render Power BI Desktop files* Render Excel Files?
*Available after SQL Server 2016 GANative Mode
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New Features for SSRS HTML 5 Based Rendering Engine New UI for Report Builder
New Chart Types Tree Map and Sunburst
PDF replaces ActiveX for printing PowerPoint rendering and export
SharePoint Integrated Mode
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Native vs Integrated Mode Separate storage system Separate security model No SharePoint requirement New features supported Hybrid options
Document Library Containers SharePoint security model SharePoint Service application
Easy administration Easy Scaling Licensing burden
Power View support
Integrated ModeNative Mode
Native Mode FTW
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2016 Configuration SummaryFeature RequirementsExcel workbooks connected to SSAS Data Sources
Kerberos Constrained Delegation (KCD) between OOS and SSAS data sourceOREffectiveUserName enabled on OOS Server(s)OOS Server account(s) added to Admin list on SSAS server(s)
Connected Excel workbooks to Windows Authenticated SQL Server Data Sources
KCD between OOS and SQL ServerClaims to Windows Token Service running on OOS Server with Network Service enabled
Connected Excel workbooks using stored credentials (Excel Services Authentication Options)
Secure Store Service (SSS) credential createdOOS machine account added to SSS Members list“AllowHttpSecureStoreConnections = true” set on OOS server if HTTP is used
PowerPivot enabled Excel workbooks SSAS PowerPivot Mode server availableSSAS PP Mode server added to BI server list on OOS Server via New-OfficeWebAppsExcelBIServer cmdletOOS Server account added to Administrators list of SSAS PowerPivot Mode Server
Automatic Refresh of PP enabled workbooks
PowerPivot for SharePointSilverlight (client side)
PowerPivot Gallery PowerPivot for SharePointSilverlight (client side)
Excel files as a data source PowerPivot for SharePointPP4SP must have admin access on SSAS PP mode ServerKCD between OOS and SharePoint applicationClaims to Windows Token Service running on OOS Server with Network Service enabled
External ODC file support PowerPivot Management Dashboard
S2S Trust Configured between OOS and SharePoint
Power View reports SSRS Integrated modeSilverlight (client side)
Power View in ExcelPower View with Excel as a data source
SSRS Services account must be added to the Admin group on the BI serverSilverlight (client side)
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John White’s setup guidesArticle DescriptionRethinking Business Intelligence in SharePoint and SQL Server 2016
My take on the changes to on-premises BI in the Microsoft world, and what the implications are for the present and future
Adding Excel Services Capabilities to a SharePoint 2016 Farm
How to Set up Office Online Server to support the services previously available in Excel Services
Enable PowerPivot Support in Office Online Server 2016 and Sharepoint 2016
How to set up SharePoint 2016 and Office Online Server to support Excel workbooks with embedded PowerPivot data models
Using PowerPivot for SharePoint with SharePoint 2016
How to configure the PowerPivot for SharePoint 2016 service application
Configuring SSRS 2016 Integrated Mode with SharePoint 2016
How to configure SQL Server Reporting Services 2016 Integrated mode in SharePoint 2016
Integrating SharePoint 2016 with SSRS Native Mode
How to configure SQL Server Reporting Services 2016 Native mode and integrate it with SharePoint 2016
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Upgrading
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Upgrade from the bottom up
Excel Services Sharepoint 2013
SQL DB SSAS Tabular SSAS OLAP Other Data Sources
SSAS Server 2012/2014PP4SP Mode
PP4SP2013
Office Web Apps Server 2013
Excel 2013 Client
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Step 1 – Upgrade SSAS PP4SP Mode
Excel Services Sharepoint 2013
SQL DB SSAS Tabular SSAS OLAP Other Data Sources
SSAS Server 2016PowerPivot Mode
PP4SP2013
Office Web Apps Server 2013
Excel 2013 Client
http://www.sharepointlonghorn.com/austinspug
Step 2 – Upgrade OWA Server
Excel Services Sharepoint 2013
SQL DB SSAS Tabular SSAS OLAP Other Data Sources
SSAS Server 2016PowerPivot Mode
PP4SP2013
Office Online Server 2016
Excel 2013 Client
http://www.sharepointlonghorn.com/austinspug
Step 3 – Upgrade SharePoint Server
Sharepoint 2016
SQL DB SSAS Tabular SSAS OLAP Other Data Sources
SSAS Server 2016PowerPivot Mode
PP4SP2016
Office Online Server 2016
Excel 2013 Client
http://www.sharepointlonghorn.com/austinspug
Step 4 – Upgrade Office Clients
Sharepoint 2016
SQL DB SSAS Tabular SSAS OLAP Other Data Sources
SSAS Server 2016PowerPivot Mode
PP4SP2016
Office Online Server 2016
Excel 2016 Client
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Power BI GatewaysFEATURES PERSONAL ENTERPRISE
Import data and set up scheduled refresh • Coming soon
Run as an app for users who aren't administrators on the computer •Run as a single user with your credentials •Serves multiple users with access control per data source •Support for DirectQuery to SQL Server •Support for a live connection to Analysis Services •Monitoring and auditing for gateway and data sources Coming soon
Choose the gateway that best fits your needs
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Power BI Publisher for Excel
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Key Takeaways Changes to Excel/PowerPivot primarily architectural Office Online Server required KCD required for Windows authentication Changes to SSRS primarily features based Use Power Query for all Excel data models De-emphasize Power Pivot Run away from PerformancePoint Explore Power BI
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Follow John White @diverdown1964http://whitepages.unlimitedviz.com
Check out BIFocalhttp://www.itunity.com/bifocal
…one last thing
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Blog: www.sharepointlonghorn.com
Twitter: @sharepointlhorn
LinkedIn: www.linkedin.com/in/jasonhimmelstein
SlideShare: http://www.slideshare.net/jasonhimmelstein
Email: [email protected]
Contact me
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