Business Intelligence in SharePoint 2013September 9, 2014
Deliver Solutions, Deliver Careers, Deliver Results
Today’s Speaker
Elizabeth Hutson MitchellConsultant [email protected]
@CTSHutson
http://www.linkedin.com/pub/elizabeth-hutson/15/52b/883
CTS Overview• Regional IT professional
services firm• Established in 1993• Six offices in the Southeast• Leveraged, local delivery• 250+ employees• 325+ clients in various
industry verticals• +/- 150 projects completed
per year
Agenda•Why BI?• Tools Available• SP2010, SP Online Considerations• Technical Installation Guide•Demo
Tools Available• Dashboards, KPIs Charts,
Scorecards, Strategy Maps• Drill down/drill through
capabilities• One-click install app -
Dashboard DesignerPerformancePo
int
Tools Available
• Mobile support• Requires deployed
Tabular BI Semantic Model
• Requires Silverlight• Limited custom branding
PowerView
Tools Available• External Data
Connections• Get your users out of File
Shares• Mac OS users can have
ODBC connections in browser
• Mobile Support
Excel Services
• Lives in Excel / Excel Services, but must be additionally configured
• Browser refresh• Scheduled data refresh• Interactive data refresh
PowerPivot
Tools Available
• Mobile Support• Less Self-Service• Higher Data Manipulation
Ability
Reporting Services
Tools Available
Tool Strengths
Scorecards Analysis Reports
PerformancePoint
Excel/PowerPivot
Power View
Reporting Services
SharePoint Online vs. On-Premises
Feature SharePoint Online
SharePoint Server
BI Center YES YES
Power BI YES NO
PerformancePoint
NO YES
What about 2010?• Same toolset, different features• Aesthetically different•Options to upgrade/migrate
Installation & Set Up Considerations
What version of SharePoint am I running?
Cost of Additional SQL License
Do I have SQL Server 2012 SP1 BI or Enterprise?
How “Clean” is my Data?
What is my authentication method?
How to Set Up Business Intelligence: SharePoint Basics
SP Prereqs
SQL Server 2008 R2 Analysis Services
ADOMD.NET
spPowerPivot.msi SP Installation
Do NOT check “Run
SharePoint Products
Configuration Wizard” box
How to Set Up Business Intelligence: PowerPivot SQL Instance
Run “PowerPivot
for SharePoint
2013 Configuratio
n” tool
Set up as “SQL Server PowerPivot
for SharePoint”
Configure Tabular Mode
Install SQL Server 2012 with SP1 – Analysis Services
How to Set Up Business Intelligence: Service Application Configuration
Secure Store PerformancePoint Excel Services PowerPivot Visio Graphics
SQL Server Reporting Services
How to Set Up Business Intelligence: Site Setup
Create BI Center Activate Features:
Site Collection:
PerformancePoint Services Site
Collection Features
Site:
BICenter Data Connections
Feature
PerformancePoint Services Site
Features
SharePoint Server
Enterprise Site Features
© 2014 Computer Technology Solutions, Inc.
askcts.com
Elizabeth Hutson MitchellConsultant [email protected]
Questions?