Practical Business Intelligence in SharePoint 2013

SharePoint Saturday Honolulu

Ivan SandersIvan Sanders is a SharePoint MVP/MCT Author and independent consultant with more than 20 years of broad-based hands-on experience with the design and development of mission-critical applications that include Business Intelligence Dashboards in the enterprise and deployment of Microsoft products, while delivering nothing but Microsoft SharePoint solutions since 2004.

Ivan is active in the SharePoint Community through the MSDN and TechNet forums, Teched and PDC Birds of a Feather, SharePoint Saturday, SharePoint Conferences, Teched, Build, SharePoint ShopTalk, INETA, GITCA, and Local Southern California User Groups.

FOLLOWME:

twitter http://twitter.com/iasanders

LinkedIn http://www.linkedin.com/in/iasanders,

Blog http://blogs.msmvps.com/ivansanders

MVP Profile http://mvp.microsoft.com/en-us/MVP/Ivan%20Sanders-4028951

Just the CODE and DEMOS

Download the demos http://sharepointdemobuilds.codeplex.com

More Code on GitHub: https://github.com/iasanders

By Norman P. Warren, Mariano Teixeira Neto, Stacia Misner, Ivan Sanders, Scott A. HelmersMay 2013, ISBN 978-0-7356-7543-8406 pages, $34.99

Requirements

Web & Application ServersSingle Server Farms

• SharePoint 2010 vs. SharePoint “2013” Comparison:

Component SharePoint 2010 Minimum Requirement SharePoint “2013” Minimum Requirement

Processor 64-bit, four cores 64-bit, 16 cores

RAM 8 GB for developer or evaluation use16 GB for production use multiple server farm32GB in a single server farm

16 GB for developer or evaluation use32 GB per server for production use in a multiple server farm64GB in a single server farm

Hard disk 80 GB for system drive

Maintain twice as much free space as you have RAM for production environments.

120 GB for system drive

Maintain twice as much free space as you have RAM for production environments.

Database ServersMinimum Hardware Requirements

• SharePoint 2010 vs. SharePoint “2013” Comparison:

Component SharePoint 2010 Minimum Requirement SharePoint “2013” Minimum Requirement

Processor 64-bit, 4 cores for small deployments64-bit, 8 cores for medium deployments

64-bit, 16 cores for small deployments64-bit, 32 cores for medium deployments

RAM 8 GB for small deployments16 GB for medium deployments

64 GB for small deployments128 GB for medium deployments

Hard disk 80 GB for system driveHard disk space is dependent on the size of your SharePoint content

120 GB for system driveHard disk space is dependent on the size of your SharePoint content

OLAP vs. Tabular Considerations

Feature Multidimensional Tabular

RAM Some (16/32 GB) A lot (64/128)

RAM Speed Important Crucial

Number of cores 4/8/16 4/8/16

Core speed Less Important Crucial

Disk speed Very Important Very Important

SSD Disk Usage Strongly recommended NA

Network speed Important Important

Concurrency Pretty good Pretty Good

Architecture

SharePoint 2013 Architecture

• In general the model has stayed same as in previous version

• Numerous platform level improvements and new capabilities • Shredded Storage

• SQL Improvements

• Cache Service

• Request Management

• Themes

• Sharing

Business Intelligence• Excel Client

• Instant analysis through In Memory BI Engine

• Power View

• Power Pivot

• Excel Services• Improved data exploration

• Field List and Field Well Support

• Calculated Measures and Members

• Enhanced Timeline Controls

Business Intelligence• PerformancePoint Services

• Filter enhancements and Filter search

• Dashboard migration

• Support for Analysis Services Effective User

• Visio Services• Refresh data from external sources – BCS

and Azure SQL

• Supports comments on Visio Drawings

• Maximum Cache Size service parameter• Health Analyzer Rules to report on

Maximum Cache Size

Visio Services Architecture

Visio Web

Access

Custom Data

Providers

Visio JSOM

Mash-Up API

Web Part

Connections

Visio Proxy

Visio Graphics Service

VDW/b/m

SharePoint Content DatabaseExternal Data Sources

Web Front

End

Application

Server

BackendSQL OLEDB/ODBCXLSX SP Lists

SQL

Azure

External

Lists

Excel Services Architecture

Excel Web AccessExcel Web

ServicesJSOMREST API

Excel Proxy

User-Defined Functions Excel Calculation Service

XLSX/b/m

SharePoint Content DatabaseExternal Data

Sources

Web Front

End

Application

Server

Backend

Excel Business Intelligence Architecture

TabularMulti-

dimensionalData Model

External Data

Sources

Presentation

BI Semantic

Model

ROLAP

Excel 2013

SharePoint Insights

Power View

Business logic and queries

Data access

MDX DAX

MOLAP xVelocityDirect

Query

OData FeedsDatabases HadoopSQL Azure

& Cloud

…and more

PerformancePoint Services Architecture

Web PartsWeb Services

RenderingCustom Editors

Web Services

Authoring

SharePoint Data StoreMonitoring Services

Application Proxy

Data Source Extensibility

PPS App Settings

SharePoint Repository

PerformancePoint

Services WCF Interface

External Data

Sources

Client

Web

Front

End

Application

Server

Backend

HTTP/HTML AJAX/JSON SOAP/XML

SharePoint Data Store

Installation & Configuration

Best Practices

1. If you haven't created a SQL Installation Answer file or a PowerShell script there is no time like the present

2. Download AutoSpInstallerhttp://autospinstaller.codeplex.com

• Modify the AutoSPInstallerInput.xml with your company SharePoint Service Accounts, WebApps etc.Like SPService, SPAdmin, SPSearch, SPFarm, SPCrawl, SPMySite, SPWebApp. SQLService, SQLAdmin

• Modify the search index location

• Set WebAnalyticsService Provision="false“

• Extract the Binaries to disk

• There is a new GUI for helping you to enter your information if you don’t have an xml editor

• One of the many cool things is if the script fails, just modify the input file and run again it will start where it left off

3. Complete post-deployment tasks as required

Design & Development

The Business Data Continuum

Operational Databases

Data Consolidation & Transformation

(ETL)

Relational Data Warehouse

OLAP CubesOR

Tabular Data

Reports, Charts, Dashboards & Scorecards

Right-Sizing SolutionsBusiness Needs

Gather Analytical Requirements

Design Dimensional Model

Design Data Transformations

Create OLAP Dimensions &

Cubes

Design Reports & Analytics

Design Presentation Portal

BI Solution Design Phases & Components

SQL FileData Flow

SQL Server Relational

Integration Services

AnalysisServices

ReportingServices

SharePointServices

What tool should I use? When?

PerformancePoint

SSAS

Grids Graphs

Exploration

Value Based

GaugesScorecards

Sparklines

Diagrams

SSRS

Why Tabular?(xVelocity/Vertipaq engine)

• The current process for analytics idea to implementation is way too long.

• Everyone is familiar with Excel.

• Tabular is easier and faster than OLAP !!!

• Query tool (DAX) is easier than MDX

• Most important: You will quickly make your users heroes when introducing self-service analytics and reporting in Power View.

CodeplexAll Business Intelligence Demo installation packageshttp://sharepointdemobuilds.codeplex.comSUSHI 5.x for SharePoint 2013http://sushi.codeplex.com/releases/view/612322

SharePoint 2013 Business Intelligence Demo Builds with SQL Server 2012 or SQL 2014The following Demos are available for download and should be installed in the order presented below

1.Active Directory Content Pack Demo 2.0

2.SQL 2012 SP1 Content Pack Demo 2.0

3.SharePoint 2013 Configuration Demo 2.0

4.PeoplePack - UserProfile Provisioning Demo 2.0

5.Self-Service BI Demo 2.0 Content Pack

6.Visio Services Demo 2.0 Content Pack

Codeplex – with Source Code• http://cksdev.codeplex.com

• http://startermasterpages.codeplex.com

• http://spm.codeplex.com

• http://autospinstaller.codeplex.com

• http://spsf.codeplex.com

• http://slk.codeplex.com

• http://smarttools.codeplex.com

• http://spviewpermission.codeplex.com

• http://bidshelper.codeplex.com

• http://almspecialisttoolkit.codeplex.com

• http://spsf.codeplex.com

• http://sharepointdemobuilds.codeplex.com

• http://sushi.codeplex.com

QA

Who do you trust

Who Do you trust??• Maurice Prather http://www.bluedoglimited.com/default.aspx

• Andrew Connell http://www.andrewconnell.com/blog

• Spence Harbar http://www.harbar.net

• Heather Solomon http://www.heathersolomon.com/blog

• Todd Klindt http://www.toddklindt.com/default.aspx

• Todd Baginski http://www.toddbaginski.com/blog

• Todd Bleeker http://bit.ly/edlSm5

• Jan Tielens http://weblogs.asp.net/jan

• Patrick Tisseghem http://www.u2u.info/Blogs/Patrick/default.aspx

• Wictor Wilen http://www.wictorwilen.se

• Ted Patisson http://blog.tedpattison.net/default.aspx

• Lars Fastrup http://www.fastrup.net

• Carsten Keutmann http://keutmann.blogspot.com

• Keith Richie http://blog.krichie.com

• Bill Baer http://blogs.technet.com/b/wbaer

• Sahil Malik http://blah.winsmarts.com

• Bil Simser http://weblogs.asp.net/bsimser

• Ivan Sanders http://msmvps.com/blogs/ivansanders

• Gary LaPointe http://blog.falchionconsulting.com

• Shanon Bray http://shannonbray.wordpress.com

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