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Business Intelligence in SharePoint 2013 Jason Himmelstein [email protected] @ sharepointlhorn

Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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Technical Class: Tuesday, March 5 4:00 PM - 5:15 PM

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Page 1: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

Business Intelligence in SharePoint 2013

Jason Himmelstein [email protected] @sharepointlhorn

Page 2: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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

Page 3: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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

Page 4: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

• 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

Page 5: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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

Page 6: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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

PivotCharts• PivotTable Field

Well• Timeline Slicers• Quick Explore• PowerView

Page 7: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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

Page 8: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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

Page 9: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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

Page 10: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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

Page 11: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

PowerPivot

Page 12: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

PowerView

Page 13: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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

Page 14: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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

Page 15: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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

Page 16: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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

Page 17: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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

Page 18: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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

Page 19: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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

Page 20: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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.

Page 21: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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”

Page 22: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

Jason Himmelstein

Demo time!!!!

Page 23: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

Wrap-up

Page 24: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

• 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

Page 25: Business Intelligence in SharePoint 2013 by Jason Himmelstein - SPTechCon

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