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Technical Class: Tuesday, March 5 4:00 PM - 5:15 PM
Citation preview
Business Intelligence in SharePoint 2013
Jason Himmelstein [email protected] @sharepointlhorn
Jason’s contact & vitals Microsoft vTSP
virtual Technology Solutions Professional SharePoint Foundation Logger
http://spflogger.codeplex.com Web: www.sentri.com Blog: www.sharepointlonghorn.com Twitter: @sharepointlhorn LinkedIn: www.linkedin.com/in/jasonhimmelstein
Author of Developing Business Intelligence Apps for SharePoint http://bit.ly/SharePointBI
Takeaway from today’s session
• The new Excel Data Model & Power View will change the way that you do business.
• 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
• Overview & What’s new• Excel Services• Visio Graphic Services• PerformancePoint Services• Reporting Services• PowerPivot• Power View
• Understanding the Story• Demos, demos and more demos
Agenda for this session
What is Excel Services?
A.Amazing BI Tool for SharePointB.Excel Web App (Companion) – our
answer to Google DocsC.Embedding tool for websites
D.All of the above
Key New Features• “Gallery” Mode• 3D Charts• Interactive
PivotCharts• PivotTable Field
Well• Timeline Slicers• Quick Explore• PowerView
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
Visio Graphics Services
SharePoint OnPrem&Office 365
Save to SharePoint and preserve data connections
Link multiple webparts together to create
dashboards
Share diagrams on SharePoint
Build data driven visualizations – connect to SQL, Excel, SP Lists, OLEDB, ODBC
Integrate with SharePoint Applications using JavaScript Mash-up API
What’s New in PerformancePoint• Themes• BICenter (Dashboard Designer in the ribbon)• Filter Enhancements• Filter Search• EffectiveUsername• Custom Target Applications• Server-side Migration• Dashboard Designer Authentication
Reporting Services - 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
PowerPivot
PowerView
OData is everywhere!!!The Open Data Protocol (OData) is a Web protocol for querying and updating data based on HTTP, AtomPub and JSON
Works with cloud based services such as Azure DataMarket, Netflix, Bing and more
OData works with feeds from existing Reporting Services ReportsSAP, Oracle, DB2, Teradata…
OData works with data from SharePoint listson-premise or in the cloud
OData free data from Excel Workbooks stored in SharePoint
OData is available from all WCF Data Services
OData services are produced for each entity in a LightSwitch Solution
OData services can be consumed as a table in a LightSwitch Solution
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
Understanding the Who & the How of BI More Specialized
Ad Hoc• PowerPivot• Power View
Permanent• Operational Reports• Dashboards• Key Performance Indicators
BI Pros
Power Users
Decision Makers
Business Analysts
Information Workers
prod
ucer
s of
inte
llige
nce
cons
umer
s of
inte
llige
nce
Ad Hoc• PowerPivot• Power View• Data Mining Add-Ins
Permanent• BISM• SQL Server Data Tools• Report Builder• Dashboard Designer
Clients• Excel and Add-ins• Internet Explorer• Custom Apps
Servers• Analysis Services• Reporting Services• SharePoint Server• Third-party systems
Building the Data Infrastructure
Big Data
Multidimensional Sources
Relational Database Management Systems
Web Content
Plain-text data files and desktop databases.
Desktop• Microsoft Access databases• Excel spreadsheets• Comma-separated values (CSV) files
Web-based• Windows Azure Marketplace DataMarket• OData, REST and JSON• SharePoint lists and document libraries• Cut and paste from Web pages
RDMS• SQL Server• Oracle, Sybase, Informix, IBM DB2 • Others
Big and Cloud• Parallel Data Warehouse, Teradata• Windows Azure SQL Database• Apache Hadoop/Hive
BISM• Multidimensional and tabular Analysis Services databases.• PowerPivot data models uploaded to a BI-enabled farm.
Microsoft.ACE.OLEDBLinked Excel Tables
SQL Server Native ClientOLE DB for ODBC Third-Party Providers
ADO.NETData Feed Client
SQL Server Native ClientMicrosoft ODBC Provider for HiveThird-Party Providers
Analysis Services OLE DB ProviderADOMD.NETAnalysis Management Objects
More Complex
Establishing Control and OversightTighter Control
Permanent• Dashboards• Business Intelligence• Business Process Management• Operational Reports
Permanent• Personal Information• Public/Private Views
Permanent• Knowledge Management• Information Sharing
Ad Hoc• Loosely governed• Push/Pull content• PowerPivot• Power View
Short Lived• Collaboration• Report Builder
Controlled• Tightly governed• Push Content• PerformancePoint• Reporting Services
EDW
Business Unit Dashboards and
balanced Scorecards
Team BI and Collaboration Sites
Project Sites
File Shares
My Sites - Personal BI
Desktop and Mobile Devices
Enterprise Data Warehouse
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
Flavors of BI
On-Premise and Cloud
Personal BI
You create your own workbook
and use the rich features of
Excel to interact with the workbook and the data it
contains.
Self-Service BI
You create your workbook and publish it to
SharePoint for wider
consumption.
Corporate BI
“Professionally” authored
using SharePoint,
Excel Services, and
PerformancePoint. Has lasting
power.
The Forrester Wave™: Self-Service Business Intelligence Platforms, Q2 2012, Forrester Research, Inc., June 12, 2012.
“Microsoft enables business users to look no further than Excel for self-service BI”
Jason Himmelstein
Demo time!!!!
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
Jason’s contact & vitals Microsoft vTSP
virtual Technology Solutions Professional SharePoint Foundation Logger
http://spflogger.codeplex.com Web: www.sentri.com Blog: www.sharepointlonghorn.com Twitter: @sharepointlhorn LinkedIn: www.linkedin.com/in/jasonhimmelstein
Author of Developing Business Intelligence Apps for SharePoint http://bit.ly/SharePointBI