Business Intelligence in SharePoint 2013

Business Intelligence in SharePoint 2013

Empowering users to change their world

Jason HimmelsteinSenior Technical Director, SharePoint

@sharepointlhornhttp://blog.sharepointlonghorn.com

https://twitter.com/sharepointlhorn

https://twitter.com/sharepointlhorn

http://blog.sharepointlonghorn.com/

2009 Atrion Networking Corporation

Jason’s contact & vitals

• Senior Technical Director, SharePoint at Atrion• Microsoft vTSP

– virtual Technology Solutions Professional

• SharePoint Foundation Logger – http://spflogger.codeplex.com

• Blog: www.sharepointlonghorn.com • Twitter: @sharepointlhorn • LinkedIn: www.linkedin.com/in/jasonhimmelstein• SlideShare: http://www.slideshare.net/jasonhimmelstein• Email: [email protected]

• Author of Developing Business Intelligence Apps for SharePoint– http://bit.ly/SharePointBI

http://spflogger.codeplex.com/

http://www.sharepointlonghorn.com/

https://twitter.com/



http://www.linkedin.com/in/jasonhimmelstein

http://www.slideshare.net/jasonhimmelstein

mailto:[email protected]

http://bit.ly/SharePointBI

Takeaway from today’s session• Empowering users & driving adoption

of the new BI tools will get dynamic & powerful results

• Why implementing SharePoint 2013 for your business should happen sooner than you think

• Microsoft’s investment in solutions for Business Intelligence workloads will make you want to stand up & dance

• Overview & What’s new• Excel Services• PerformancePoint Services• Reporting Services• PowerPivot• Power View

• Understanding the Microsoft Story• Demos, demos and more demos• PowerBI – a Primer

Agenda for this session

Excel Services

Key New Features• “Gallery” Mode• 3D Charts• Interactive

PivotCharts• PivotTable Field

Well• Timeline Slicers• Quick Explore• PowerView

Mobile devices support for BI – including excelDelivering great touch-based data exploration and visualization capabilities in a browser on iOS, Android and Microsoft platformsExcel Services 2013PerformancePoint 2013Reporting Service 2012

• Generates Excel table and chart views on-the-fly from an HTML table hosted on a web page• Export to Excel Web App or Excel file for further analyses

• Associated to any html table• Not only in SharePoint, available cross platform

Excel Interactive View

Share your Excel workbooks in the web

Use slicer targets to optionally filter dashboard items

Interact with your workbook with all of the rich features of the Excel client in the browser

Analyze trends and timelines

Quickly navigate through your data

PerformancePoint

• Architecture and general model has remained the same as in previous version

• Key changes and new capabilities• Themes• BICenter (Dashboard Designer in the ribbon)• Filter Enhancements• Filter Search• Support for Analysis Services Effective User removing Kerberos dependency• Custom Target Applications• Easy Server-side Migration Dashboard• Dashboard Designer Authentication• Improved PerformancePoint Support on iPad

Changes in SharePoint 2013

Theme support for dashboards

Reporting Services

SSRS for SharePoint 2013 needs SQL Server 2012 SP1• View and interact with reports on iOS

devices• Enables Power View 2013• SharePoint mode report server

• Leverage SharePoint scale-out functionality for Reporting Services Service Applications.• The new Reporting Services shared service is hosted in SharePoint Shared Service

Application pool.• The new Reporting Services service applications support Claims based authentication.• SharePoint cross-farm support for viewing reports.• Support for SharePoint backup and recovery and end-to-end SharePoint ULS logging.

• Data Alerts• Define and save data alert definitions• Run data alert definitions• Deliver data alert messages to recipients

• Excel Renderer & Word Renderer

Get suggestions on chart types based on your data

Preview your graphs, formatting and KPIs

Power View

Power View - Original

• Server(s):• Minimum: SharePoint Server 2010 SP1 Enterprise Edition• SQL Server 2012 Reporting Services Add-in for SharePoint

• Client:• Supported browsers:

• Windows Vista: IE7 32-bit, FireFox 4• Windows 7: IE8 32-bit, IE9 32-bit, FireFox 4, Safari• Note the InPrivate browsing feature of IE is not supported

• Silverlight 5

Power View

• A Power View report must be based on a deployed tabular BI Semantic Model:• Published PowerPivot workbook in a SharePoint library• Tabular database

• DAX Query is used to query the model• Ordinarily, the model needs to be optimized

for the Power View experience

Power View• Users create a new Power View report (.rdlx) from:

• A BISM Connection File (.bism)• A PowerPivot workbook (.xlsx) in the PowerPivot Gallery (in Gallery view)• An SSRS shared data source (.rsds) based on a tabular BI Semantic Model

• Reports can consist of multiple views and each view can be filtered

• Reports may be:• Printed• Saved to SharePoint libraries• Exported to PowerPoint

• Clicking the report will open it in Preview mode• If the user has permission, they can switch to Edit

mode20

Power View• The design experience consists of:

• Ribbon• Canvas• Filter area• Field List• Layout selection

• The report may be viewed in Preview or Full Screen mode

• Visualizations can be added to the canvas and then configured using the Layout Selection

Power View

• Visualizations include:• Matrices• Charts• Cards• Tiles• Scatter and bubble charts• Maps

22

Power View - Feature ComparisonPower View in

Excel

Power View in Excel Services

Power View (SQL edition)

Office 365 “O15”

All Visualizations Yes Yes Yes Yes

Power View Authoring Yes No Yes No

Cross Visualization Interactivity

Yes Yes Yes Yes

External images Yes, anonymousYes, anonymous

Yes No

Workbook or Model Size Max Workbook Size

AS Limits AS Limits5 MB CTP

10 MB RTM

Export to PowerPoint No No Yes No

Reorder Power View views No No Yes No

Connecting to UDM (multidimensional)

No No Yes No

Offline Mode Yes No No No

Multiple External Models Yes Yes No Yes

Report Zoom No Browser Zoom Browser Zoom Browser Zoom

Reading & Presentation Mode No No Yes No

Silverlight V5 required on client

Yes Yes Yes Yes

Power View for Multidimensional Models• Power View on Analysis Services via BISM• Native support for DAX in Analysis Services• Better flexibility: Choice of DAX on Tabular or Multidimensional (cubes)

Fine tune your reports with chart and view filters

Visualize your insights with interactive charts

What's new In BI with Office 2013 and SQL Server 2012 SP1• Excel 2013: Complete and Powerful self-service BI Tool

• Navigate models, preview and shape up your data (Quick Explore, Quick Analysis and Flash Fill)

• Access and mash-up data from any source (PowerPivot)• Stunning visualizations and data discovery (Power View)• Work with hundreds of millions of rows of data (powered by xVelocity)

• Improve governance, compliance and track business critical Excel assets:• Discover and assess user-created spreadsheets with SharePoint 2013• Compare spreadsheets, track lineage, conduct interactive diagnostics and create

spreadsheet analysis reports with Inquire in Excel 2013

• Browser-based sharing and collaboration for self-service BI via SharePoint 2013 and SQL Server 2012 SP1 Excel Services, Excel Web App, Power View in SharePoint

Publish to SharePoint

• PowerPivot

• Flash Fill• Data

Model

• Power View• Quick Analysis• Quick Explore

Excel 2013: Complete and Powerful Self-Service BI Tool

Access

Clean

Mash-up

Explore

Visualize

Share

Trend Charts, Flash Fill, Quick Explore and AnalysisGain insights quickly with guided data exploration and formatting

Easily show changeover time

Navigate models with one click

Instantly previewcharts and pivot tables with your data

Clean and shape up data

PowerPivot in ExcelAccess and mashup data from virtually any source to createpowerful reports

Mashup largevolumes of data from various sources

Performdata analysis with extreme performance

Rapidly create compelling analytical applications

Perform rapid visual data exploration

Easily create interactive visualizations

Effortlessly present and share reports

Power View in ExcelVisually discover and share insights across all levels of the organization

The Microsoft Story

SharePoint 2013

ManageBuild

DiscoverOrganize

SHAREShare

32

Self-Service BI Reference ArchitectureTechnology View

RelationalDatabases

BusinessApplications

Files OData Feeds Cloud ServicesDeployedBI Semantic

Models

Third-PartyReportsExcel PowerPivotPower ViewSharePointInsights

SQL ServerData Warehouse

SQL ServerIntegration Services

SQL ServerAnalysis Services

SQL ServerReportingServices

SQL ServerMaster Data Services

SharePoint Server

Excel Services

Search

Visio Services

PerformancePoint ServicesPowerPivot Add-In

Reporting Services Power

View

Audit and Control Management Server

Dat

a Ti

er

Self-Service BI GovernanceCorporate BI and Data Governance

Info

rmati

on T

ier

Pres

enta

tion

Tier

Clie

nt T

ier

Reporting Services Power View

PerformancePoint ServicesExcel ServicesVisio Services

SharePoint 2013 Enterprise

PowerPivot for SharePoint 2013 Reporting Services

Power ViewPerformancePoint Services

Excel ServicesVisio Services

SharePoint 2013 Enterprise

The Self-Service BI Light-up story

SQL Server Database Engine

SQL Server Analysis Services

Deploy your SharePoint 2013 Enterprise farms and

enable shared services, such as Excel Services, Visio Services and PerformancePoint Services.N

ati

ve E

CS

Featu

res

1

Install Analysis Services in SharePoint mode andregister the server in Excel Services

to enable the core PowerPivot functionality.Core

BI

Featu

res

2

Install Reporting Services add-in and Reporting Services in SharePoint-integrated

modeto unlock stunning browser-based data

exploration, visualization, and presentation experiences.

3

Pow

er

Vie

w

Deploy the PowerPivot for SharePoint 2013 Add-In

to provide additional capabilities, such as full access to workbooks as a data source,

scheduled data refresh, PowerPivot Gallery, and IT Management Dashboard.

All

Pow

erP

ivot

Featu

res

4

Office BI Strategy

The stack:Data Analysis with SQL

Analysis ServicesSQL ServerIntegration Services

The Tool:End user exploration

ExcelPower ViewPowerPivot

The Tool:Sharing

Excel ServicesVisio ServicesPerformancePoint

Jason Himmelstein

Demo time!!!!

PowerBI – a Primer

Microsoft Power BI for Office 365Self-service BI with the familiarity of Office and the power of the cloud

Collaborate in Office 3651 in 4 enterprise customers on Office 365

Insights in Excel1 Billion Office Users

Analyze Visualize Share Find

Q&A

MobileDiscover

Scalable | Manageable | Trusted

Powerful Self-Service BI with Excel 2013 Search and access internal &

external data

Clean, transform, and shape data

Merge and combine data from multiple sourcesLightning fast analytics with in-memory technology

Model relationships, custom measures, hierarchies, and KPI’s

Bring your data to life with interactive visualization

Explore data in new ways to discover hidden insights

Powerful Self-Service BI with Excel 2013 Search and find internal &

external data


Merge and combine data from multiple sourcesLightning fast analytics with in-memory technology





external data


Merge and combine data from multiple sourcesLightning fast analytics with xVelocity in-memory technology



Explore data in new ways to uncover hidden insights


external data


Merge and combine data from multiple sourcesLightning fast analytics with xVelocity in-memory technology




Collaborate and Stay Connected with Office 365Easily setup powerful BI sites

Share live reports with data refresh from on-prem sources

Manage and share data sets and monitor usageAsk questions in the natural language speech bubble

Get back answers as the system generates data visualizations

View Power View reports on any device with HTML5 support

Discover and explore all your favorite reports with the mobile BI app

Q&A







Q&A







Q&A

Extend with Hybrid Cloud Solutions

Enable ease of discovery with data search across on premise data

Monitor data usage across your organization to optimize system investments

Enable manual or scheduled data refresh for reports in Office 365 to on-premise sources









Microsoft Power BI for Office 365Collaborate in Office 365

Insights in Excel

Analyze

Visualize

Share

Find

Q&A

Mobile

Discover Search, access, and transform public and internal data sources with Power Query

Share data views and workbooks refreshable from on-premises and cloud based data sources, with Power BI Sites

Easy data modeling and lightning fast in-memory analytics with Power Pivot

Bold new interactive data visualizations with Power View and Power Map

Ask questions and get immediate answers with natural language query

Mobile access through HTML5 and touch optimized apps for Windows 8, RT and iOS tablets

Scalable | Manageable | Trusted

Designed for IW’s and IT

Easy to use - Self-Service BI capabilities delivered through the familiar Excel environment.

Easy to get started – turn-key solution delivered through a trusted service in Office 365.

Faster time to solution - reduces deployment complexity and project time.

Extend existing systems – cloud based services that extend your existing on-premises systems.

Power BI Offer Details

O365 E3 Power BIExcel Self-Service BI ●SharePoint Online ●Excel Web Client Size Limit 10MB* 250MB*On Premise Data Refresh ●

Power BI Site ●Natural Language Query ●

Mobile BI Client ●Data Stewardship ●Enterprise Data Search ●

Business Intelligence InvestmentsSQL Server 2012 SP1

& Office 2013

• Compatibility for self-service BI in Excel & SharePoint 2013

• PowerPivot, Power View & other BI

• Discovery and assessment of user-created spreadsheets

• Interactive diagnostics and analysis reports of spreadsheets (Prodiance)

Excel Add-Ins, updates, & BI Apps

• Data Explorer” - enhanced data discovery and info. mgmt. previewed at Strata

• “Geo Flow” - geo and temporal data visualization and analysis

• Native apps for IOS & Win8, works with excel files in SharePoint Online

BI in Office 365 & SQL Server

• Power View for multi-dimensional BISM

• SharePoint Online supports PowerPivot and Power View (Silverlight & HTML5)

• Connectivity to on-premises data sources

• Enhanced data discovery and management service

• Enhanced Mobile BI apps support

View browser based reports on any mobile device with Power View in HTML5

Discover and explore all your favorite Excel and Power View reports from O365 through the mobile BI application

Collaborate on insights with others through the mobile BI app

Mobile BI

Touch optimized Mobile BI app connects you to all your favorite reports

Power View HTML5 for Office 365

Mobile BI Application & Power View HTML5

Wrap-up

• Introducing the Data Model & Relationships in Excel 2013• http://blogs.office.com/b/microsoft-excel/archive/2012/08/23/introduction-to-the-data-model-and-relationships.aspx

• Intro to Power View for Excel 2013• http://blogs.office.com/b/microsoft-excel/archive/2012/10/04/intro-to-power-view-for-excel-2013.aspx

• What’s new in Reporting Services (SQL 2012 SP1)• http://msdn.microsoft.com/library/ms170438(SQL.110).aspx

• Introducing PerformancePoint Services 2013 • http://blogs.msdn.com/b/performancepoint/archive/2012/08/03/what-s-new-in-performancepoint-services-2013.aspx

• What’s new with Visio 2013• http://visio.microsoft.com/en-us/preview/visio-benefits.aspx

• Introducing the BI Light-Up Story for SharePoint 2013• http://blogs.msdn.com/b/analysisservices/archive/2012/07/27/introducing-the-bi-light-up-story-for-sharepoint-2013.aspx

• Going All In with Excel 2013• http://blogs.msdn.com/b/analysisservices/archive/2012/07/26/going-all-in-with-excel-2013.aspx

• Great new book on Developing Business Intelligence Apps for SharePoint• http://bit.ly/SharePointBI

Helpful Links

http://blogs.office.com/b/microsoft-excel/archive/2012/08/23/introduction-to-the-data-model-and-relationships.aspx

http://blogs.office.com/b/microsoft-excel/archive/2012/10/04/intro-to-power-view-for-excel-2013.aspx

http://msdn.microsoft.com/library/ms170438(SQL.110).aspx

http://blogs.msdn.com/b/performancepoint/archive/2012/08/03/what-s-new-in-performancepoint-services-2013.aspx

http://visio.microsoft.com/en-us/preview/visio-benefits.aspx

http://blogs.msdn.com/b/analysisservices/archive/2012/07/27/introducing-the-bi-light-up-story-for-sharepoint-2013.aspx

http://blogs.msdn.com/b/analysisservices/archive/2012/07/26/going-all-in-with-excel-2013.aspx


2009 Atrion Networking Corporation

Jason’s contact & vitals

• Senior Technical Director, SharePoint at Atrion• Microsoft vTSP

– virtual Technology Solutions Professional

• SharePoint Foundation Logger – http://spflogger.codeplex.com

• Blog: www.sharepointlonghorn.com • Twitter: @sharepointlhorn • LinkedIn: www.linkedin.com/in/jasonhimmelstein• SlideShare: http://www.slideshare.net/jasonhimmelstein• Email: [email protected]

• Author of Developing Business Intelligence Apps for SharePoint– http://bit.ly/SharePointBI

http://spflogger.codeplex.com/

http://www.sharepointlonghorn.com/




http://www.linkedin.com/in/jasonhimmelstein

http://www.slideshare.net/jasonhimmelstein

mailto:[email protected]


Backup Materials

BI Semantic Model

Build on the strengths and success of Analysis Services and expand its reach to a much broader user base

Embrace the relational data model – well understood by developers and IT Pros

Bring together the relational and multidimensional models under a single, unified BI platform – best of both worlds!

Provide flexibility in the platform to suit the diverse needs of BI applications

Analysis Services VisionBI Semantic

Model

Delivering on the promise of “BI for Everyone”

Self-Service Enterprise

Analysis ServicesPower Pivot

Empowered

FormalizedExcel, Reports, &

Dashboards

Business Intelligence Semantic Model (BISM)

BI Semantic ModelOne Model for all End User Experiences

Personal BIPower Pivot for Excel

Organizational BI

BISM Analysis Services

Team BIPower Pivot for

SharePoint

Client Tools Analytics, Reports,

Scorecards, Dashboards, Custom Apps

BI Semantic Model

Data model

Business logic and queries

Data access

Data SourcesDatabases, LOB Applications,

OData Feeds, Spreadsheets, Text Files

Flexibility ScalabilityRichness

Power View

BI Semantic Model

DatabasesLOB

Applications Files OData Feeds Cloud Services

BI Semantic Model

Data model

Business logic

Queries

Data access

Multidimensional

MDX

MDX

MOLAP ROLAP

Tabular

DAX

MDX/DAX

In-Memory Direct Query

Third-partyApplications

Excel Reporting Services

PerformancePoint

BI Semantic Model - Change

DatabasesLOB

Applications Files OData Feeds Cloud Services

BI Semantic Model

Data model

Business logic

Queries

Data access

Third-partyApplications

Power View Excel Reporting Services

PerformancePoint

Multidimensional

MDX

MDX/DAX

MOLAP ROLAP

Tabular

DAX

MDX/DAX

In-Memory Direct Query

SQL Server Data Tools

SQL Server Data Tools

Power View

SharePoint 2010 or 2013

xlsx

Architecture - Change

Excel Services

Reporting Services

Analysis Services

BI Semantic Model Tabular

Analysis Services

BI Semantic ModelMultidimensional

PerformancePoint

Excel

Power Pivot for Excel

Reporting Services

PowerPivot for SharePoint

(Analysis Services)

xlsx

BI Semantic Model - Deliverables

64

• Rich data modeling capabilities

• Sophisticated business logic using DAX and MDX

• Fine-grained security – row and cell level

• Enterprise capabilities –

multi-language and perspectives

• Tabular and multidimensional modeling experiences

• DAX and MDX for business logic and queries

• Cached and passthrough storage modes

• Choice of end-user BI tools

• In-Memory for high performance, MOLAP for mission critical scale

• DirectQuery and ROLAP for passthrough access to data sources

• State-of-the-art compression algorithms

• Scales to the largest ofenterprise servers

Flexibility Richness Scalability

Data Model

• Familiar model, easier to build, faster time to solution

• Advanced concepts (parent-child, many-to-many) not available natively in the model… need calculations to simulate these

• Easy to wrap a model over a raw database or warehouse for reporting & analytics

Tabular• Sophisticated model,

higher learning curve• Advanced concepts

baked into the model and optimized (parent-child, many-to-many, attribute relationships, key vs. name, etc.)

• Ideally suited for OLAP type apps (e.g. planning, budgeting, forecasting) that need the power of the multidimensional model

Multidimensional

Business Logic

• Based on Excel formulas and relational concepts – easy to get started

• Complex solutions require steeper learning curve – row/filter context, Calculate, etc.

• Calculated columns enable new scenarios, however no named sets or calc members

DAX• Based on understanding

of multidimensional concepts – higher initial learning curve

• Complex solutions require steeper learning curve – CurrentMember, overwrite semantics, etc.

• Ideally suited for apps that need the power of multidimensional calculations – scopes, assignments, calc members

MDX

Data Access and Storage

• In-memory column store… typical 10x compression

• Brute force memory scans… high performance by default… no tuning required

• Basic paging support… data volume mostly limited to physical memory

xVelocity

• Disk based store… typical 3x compression

• Disk scans with in-memory subcube caching… aggregation tuning required

• Extensive paging support… data volumes can scale to multiple terabytes

MOLAP

• Passes through DAX queries & calculations… fully exploits backend database capabilities

• No support for MDX queries… no support for data sources other than SQL Server (in Denali)

Direct Query

• Passes through fact table requests… not recommended for large dimension tables

• Supports most relational data sources… no support for aggregations except SQL Server indexed views

ROLAP

BI Semantic Model

Data model

Business logic

Data access

BI Semantic Model: Architecture

ROLAP MOLAP VertiPaqDirectQuery

MDX DAX

Multidimensional

Tabular

Third-partyapplications

Reporting Services

(Power View)Excel PowerPivot

Databases LOB Applications Files OData Feeds Cloud Services

SharePointInsights

Queries MDX MDX/DAX

Multidimensional Tabular MappingBISM-MD Object Tabular Object

Cube Model

Cube Dimension Table

Attributes (Key(s), Name) Columns

Measure Group Table

Measure Measure

Measure without MeasureGroup Within Table called “Measures”

MeasuregroupCube Dimension relationship

Relationship

Perspective Perspective

KPI KPI

User/Parent-Child Hierarchies Hierarchies

Calculated Members

Types Additional constraints

Children of all with a single real member

Calculated members on user hierarchies

Attribute may have an optional unknown member

Attribute cannot be key unless it’s the only attribute

Not a parent-child attribute

Date post:	12-May-2015
Category:	Technology
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