Configuring SharePoint for Business Intelligence
John WhiteChief Technology OfficerUnlimitedViz Inchttp://whitepages.unlimitedviz.com@diverdown1964
John WhiteCTO/Co-Founder of UnlimitedVizSharePoint Server MVP, SQL Server v-TS
[email protected]://whitepages.unlimitedviz.com@diverdown1964
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Agenda
SharePoint BIRequirements, architecture and installation
It’s a little known fact….
Scaling your BI investments
SharePoint Dashboards
The State of the WorldWorld Development Indicators - The World Bank - http://databank.worldbank.org/data/views/variableselection/selectvariables.aspx?source=world-development-indicatorsWorld Health Organization http://apps.who.int/gho/data/node.main.A1022?lang=enUN Data Explorer http://data.un.org/Explorer.aspx
SharePoint Business Intelligence 101
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Team BI and SharePoint Dashboards
Power Pivot Worksheets• Pivot Tables and Charts• Power View
Data Marts and other
Data Cubes and Tabular Models
Standard Worksheets• Pivot Tables and Charts
PerformancePoint Reports• Analytic Charts and Grids• Decomposition trees
SQL Server Reporting Services Reports• Standard• Power View
PerformancePoint Scorecards and KPIs
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Business Intelligence Center
SharePoint BI artifacts
2007 - Excel and Connections2010 - PerformancePoint2013 - PerformancePoint and
Power Pivot
Reports
Excel and ConnectionsWeb Part PagesSharePoint KPIs
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Power BIExcel, Power X, Mobile, Data Management Gateway
SharePoint BI
Excel Only(Excel, Power Pivot, Power View)
PerformancePoint(Dashboard Designer)
SSRS Only(Report Builder, Data Tools)
SharePoint(Pages and Filters)
On Premises Office 365
Requirements, architecture and installation
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Excel Services family requirements
ExcelOffice Pro Plus license
xVelocity model enabled as required
PowerPivot add-in included, must be enabled
PowerView and-in included, enabled as needed
Excel ServicesSharePoint Enterprise CAL
Included on SP media
Deploys as service application
Requires AS SP Mode for xVelocity and Power View interactivity
PowerPivot for SharePointRequires AS SP Mode and Excel Services
SQL Media
Deploys as SP Service application
Analysis Services SharePoint ModeSQL Server BI or Enterprise
SQL Media
Deploys as SQL service on independent servers
Load balancing performed by Excel Services
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xVelocity compatibility matrix
PowerPivot for SharePoint (SQL Server 2008R2)
PowerPivot for SharePoint (SQL Server 2012)
Analysis Services SharePoint Mode (SQL 2012 SP1)
Excel 2010 with PowerPivot (2008 R2) Yes Yes* Yes*
Excel 2010 with PowerPivot (2012) Yes Yes Yes***
Excel 2010 with PowerPivot (2012 SP1) No Yes** Yes**
Excel 2013 with or Without PowerPivot No No Yes
* Can Only Refresh Slicers** Cannot use SP1 features with Power View*** Limited to pre SP1 PowerPivot feature set
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What about Power BI?
Feature PowerPivot for SharePoint
Power BI
Interaction with Embedded Models
Yes Yes
Power View rendering Yes (with export) Yes
Use embedded model as data source
Yes No
Auto refresh Yes Yes (limited)
Model size limit 2Gb 250 Mb
Thumbnail gallery Yes Yes
Pre-optimize workbooks No Yes
Publish OData feeds No Yes
Natural language query No Yes
Mobile client No Yeshttp://whitepages.unlimitedviz.com/2013/12/whither-power-pivot-for-sharepoint-a-comparison-with-power-bi/
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Reporting Services requirements (IM)
SharePoint FoundationDeploys as SP service application
SQL Server Standard
Analysis Services Tabular EngineRequired for BISM/Power View
SQL Server BI or EnterpriseAlerting
Self service subscriptions
Power View
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PerformancePoint requirements
SharePoint EnterpriseDeploys as SP service application
SQL Server Analysis ServicesFor analytic charts/grids
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Installing SharePoint BI Components
OfficeExcel Services
PerformancePoint
Other Stuff
SQL ServerReporting Services
PowerPivot
Analysis Services
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Standard 2 server SharePoint farm
Server OS
SharePoint Foundation
FE ProfileExcel Servic
es
Search …….
Server OS
SQL Server
DB SSAS
SSIS
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BI integration – classic mistake
Server OS
SharePoint Foundation
FE ProfileExcel Servic
es
Search …….
Server OS
SQL Server
SharePoint Foundation
DB SSAS
SSIS
SSRS PP
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BI integration – 2 server farm
Server OS
SharePoint Foundation
WFE ProfileExcel Servic
es
Search ……. SSRS PP
Server OS
SQL Server
DB SSAS
SSIS
Setup and Configuration
Analysis Services SharePoint Mode
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Setup and Configuration
PowerPivot for SharePointPowerPivot Add-in available as a download (SQL Feature Pack) - http://www.microsoft.com/en-us/download/details.aspx?id=35580
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Setup and Configuration
Reporting Services SharePoint mode
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Setup and Configuration
PerformancePoint
Scaling
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Single server with BI
Server OS
SQL Server
SharePoint Foundation
FE Profile Indexer Search Metadata
Excel Services …. SSRS PP
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2 server farm with BI
Server OS
SharePoint Foundation
WFE ProfileExcel Servic
es
Search ……. SSRS PP
Server OS
SQL Server
DB SSAS
SSIS
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Separate roles
Server OS
SharePoint Foundation
ProfileExcel Services
Search ……. SSRS
Server OS
SQL Server
DB SSAS SSIS
Server OS
SharePoint Foundation
FE
Server OS
SQL Server
Analysis Services – SharePoint ModePP
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BI integration – mixed roles
Server OS
SharePoint Foundation
Profile Crawl Metadata
Server OS
SQL Server
DB SSAS SSIS
Server OS
SQL Server
Analysis Services – SharePoint Mode
Server OS
SharePoint Foundation
FE Search
Excel Service
sSSRS PP
SSS
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Large farm deployment
Server OS
SharePoint Foundation
Profile Indexer
Search ……. SSRS
Server OS
SQL Server
DB SSAS SSIS
Server OS
SharePoint Foundation
FE
Server OS
SQL Server
Analysis Services – SharePoint Mode
Server OS
SharePoint Foundation
Profile Indexer
Search ……. SSRS
Server OS
SharePoint Foundation
Profile Indexer
Search ……. SSRS
Server OS
SharePoint Foundation
ProfileExcel
Services
Search ……. SSRS
Server OS
SharePoint Foundation
FE
Server OS
SharePoint Foundation
FE
Server OS
SharePoint Foundation
FE
Server OS
SQL Server
Analysis Services – SharePoint Mode
Server OS
SQL Server
Analysis Services – SharePoint Mode
Server OS
SQL Server
Analysis Services – SharePoint ModePP
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Scaling the BI Services
Reporting Services Add Reporting Services – SharePoint to all application servers Add Reporting Services Add-In to all front end servers (+)
xVelocity/Analysis Services/PowerPivot Install on standalone server for Analysis Services SharePoint Mode Install on application server for both Separate PowerPivot Add-in available as a download (SQL Feature Pack) - http://
www.microsoft.com/en-us/download/details.aspx?id=34702
It’s a little known fact…..
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Per user identities
The “double hop” Problem Kerberos – A double edged sword Claims – future solution Per user identities without Kerberos
EFFECTIVEUSERNAME (Analysis Services, Excel Services) SetUser() – (SQL Server)
Impersonation Demo
Reporting Services
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Impersonation Options
SQL Server Analysis Services Analysis Services - SharePoint Mode
Excel Services No Yes No
Reporting Services Yes Yes No
Power View N/A Yes No
PerformancePoint No Yes No
Both SETUSER() and EFFECTIVEUSERNAME require elevated permissions (Administrator for AS, dbowner or sysadmin for SQL)
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Integration
Whole > @SUM(Parts) Dashboarding SharePoint filter web parts List Filter Current User Filter Analysis Services Filter
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Office Web Apps
New-SPWOPISuppression –extension xlsx –action view
Turn OFF Rendering for xlsx files
http://blogs.technet.com/b/excel_services__powerpivot_for_sharepoint_support_blog/archive/2013/01/31/powerpivot-for-sharepoint-browser-refresh-fails-data-refresh-not-supported-in-office-web-apps.aspx
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SharePoint as a data source
Reporting Services does it natively SQL Server Integration Services
Warehousing Operational efficiency
SharePoint List Source and Destination (Codeplex Project) http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652 (Download) http://dataqueen.unlimitedviz.com/2011/06/how-to-use-a-sharepoint-list-as-a-data-sour
ce-in-your-ssis-package/ (How to)
OData Source for Microsoft SQL Server 2012 (Official) http://www.microsoft.com/en-us/download/details.aspx?id=42280 (Download) http://whitepages.unlimitedviz.com/2014/03/using-the-odata-source-connector-with-sh
arepoint-online-authentication/ (How to)
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Health Analyzer
Good Tool, but too many false positives PowerPivot has special rules Correct the real problems, disable the others How to
http://whitepages.unlimitedviz.com/2012/06/the-health-analyzer-and-powerpivot-for-sharepoint/
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Q&A
@diverdown1964whitepages.unlimitedviz.com