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Configuring a SharePoint Server 2013 environment for Business Intelligence with SQL Server 2014
Jose Redondo
Microsoft SQL Server MVP | CEO EntornoDB | DPA SolidQ | @redondoj
Speaker
• Business Intelligence Architect - Consultant for +20 years
• Owner of EntornoDB C.A. in Caracas, Venezuela. Company specialized in the Analysis, Design &Development of Information Systems, BI Solutions & DWH using Microsoft Data Platform (MDP), SyBase,Oracle and IBM
• Worked as Desktop - Web - Database in .NET & Java;
DBA Microsoft Data Platform, IBM & Oracle; and BI & DWH (MDP)
Arquitect and Developer
• Speaker in technical events of Microsoft in Latam – U.S.A. &
PASS SQL Saturday in Latam - U.S.A.
• SQL Server, MCP - MSTS – MTA
• DPA for SolidQ
• Contributing Technical Reviewer for Packt Publishing
• Blog in Spanish "El Blog de Cheo Redondo"
• Microsoft SQL Server MVP
Configuring a SharePoint Server 2013 environment for Business Intelligence with SQL Server 2014
Agenda
• SharePoint BI – What is it?
• Root of all evil• Requirements
• Architecture
• Installation
• How to take BI to the next level?
• Deployment scenarios
SharePoint BI for beginners…
BI Components and SharePoint Dashboard
Power Pivot Worksheets
• Pivot Tables and Charts
• Power View
Data Marts and others
Database Multidimensionaland Tabular Models
Standard Worksheets
• Pivot Tables and Charts
PerformancePoint Reports
• Analytic Charts and Grids
• Decomposition Tree
SQL Server Reporting Services Reports
• Standard
• Power View
PerformancePoint Scorecards and KPIs
BI Components
Business Intelligence Center
2007 - Excel and Connections2010 - PerformancePoint2013 - PerformancePoint and
Power Pivot
Reports
Excel and ConnectionsWeb Part PagesSharePoint KPIs
SharePoint BI
Power BIExcel, Power X, Mobile, Data Management Gateway
PerformancePoint(Dashboard Designer)
Only SSRS(Report Builder, Data Tools)
SharePoint(Pages and Filters)
On Premises Office 365
Root of all evil
RequirementsArchitecture
Installation
Excel Services Requirements
License Office Pro Plus
Model xVelocity enabled is required
PowerPivot add-in included, must be enabled
PowerView and-in included, is important to be enabled
SharePoint Enterprise CAL
Included SP media
Deployed as application services
Requires AS SP Mode for xVelocity and interaction with Power View
PowerPivot for SharePointRequired for AS SP Mode and Excel Services
SQL Media
Deployed as an application service SP
SQL Server BI or Enterprise
SQL Media
Deployed as SQL Application Service on separate servers
Load balancing to run Excel Services
ArquitectureCompatibility Table “xVelocity”
PowerPivot for SharePoint
(SQL Server 2008R2)
PowerPivot for SharePoint
(SQL Server 2012)
Analysis Services SharePoint Mode
(SQL Server 2012 SP1)
PowerPivot for SharePoint
(SQL Server 2014)
Analysis Services SharePoint Mode(SQL Server 2014)
Excel 2010 with PowerPivot (2008 R2)
Yes Yes* Yes* Yes Yes
Excel 2010 with PowerPivot (2012) Yes Yes Yes*** Yes Yes
Excel 2010 with PowerPivot (2012 SP1) No Yes** Yes** Yes Yes
Excel 2013 with or without PowerPivot No No Yes Yes Yes
* Can be updated only from Slicers** You can not use the features of SP1 with Power View*** Limited exclusively for all PowerPivot functionality in SQL Server 2012 SP1
ArquitectureWhat is know about “Power BI”
Features PowerPivot for SharePoint
Power BI
Embedded Interaction Models Yes Yes
Power View rendering Yes (Data Exporting) Yes
Using embedded in the model as data source Yes No
Auto refresh Yes Yes (Limited)
Limit for the size of the model 2Gb 250 Mb
Thumbnail Gallery Yes Yes
Pre-optimize workbooks (Excel) No Yes
OData Feeds publication No Yes
Natural Language Queries No Yes
Customers mobiles No Yes
SQL Server Reporting Services 2014 Requirements
Deployed as an Application Services SP
Required for BISM/Power View
Alerting
Self service subscriptions
Power View
PerformancePoint Services Requirements
SharePoint EnterpriseDeployed as an Application Service SP
For Analytic Charts/Grids
Root of all evil
RequirementsArchitecture
Installation
Installing SharePoint BI Components
Excel Services
PerformancePoint
Other Stuff
Reporting Services
PowerPivot
Analysis Services
ArquitectureSharePoint Farms with 2 servers
Server OS
SharePoint Foundation
FE ProfileExcel
ServicesSearch …….
Server OS
SQL Server
DB SSAS SSIS
ArquitectureSharePoint Farms with BI – The Bad Practices
Server OS
SharePoint Foundation
FE ProfileExcel
ServicesSearch …….
Server OS
SQL Server
SharePoint Foundation
DB SSAS SSIS SSRS PP
ArquitectureSharePoint Farms with BI – The Best Environment
Server OS
SharePoint Foundation
WFE ProfileExcel
ServicesSearch ……. SSRS PP
Server OS
SQL Server
DB SSAS SSIS
How to take BI to the next level?
Configuration scenarios…
• SQL Server Analysis Services SharePoint Mode
• Excel Services
• SQL Server PowerPivot for SharePoint
• SQL Server Reporting Services SharePoint Mode
• PerformancePoint Services
SQL Server Analysis Services SharePoint Mode
Demo Video“Installing PowerPivot”
Excel Services Configuration
Excel Services Cache
Excel Services Data Model
Default ConfigurationWarning…
PowerPivot for SharePoint
Demo Video“PowerPivot Configuration”
SQL Server Reporting Services SharePoint Mode
Configuring Reporting Services SharePoint Mode
67
Demo Video“Installing and Configuring of SQL Server Reporting ServicesSharePoint Mode”
PerformancePoint Services
Demo Video“Configuring PerformancePoint Services”
Deployment scenarios
Everything in one box
Server OS
SQL Server
SharePoint Foundation
FE Profile Indexer Search MetadataExcel
Services…. SSRS PP
Two-server BI farm
Server OS
SharePoint Foundation
WFE ProfileExcel
ServicesSearch ……. SSRS PP
Server OS
SQL Server
DB SSAS SSIS
Servers separated by 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 Mode
PP
Integration with BI – Distributed 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
ServicesSSRS PP
SSS
Deploy large farms
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
ServicesSearch ……. 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
Expanding BI Services
• Reporting Services• Adding Reporting Services - SharePoint for all server applications
• Adding Reporting Services Add-In on every server front (+)
• xVelocity/Analysis Services/PowerPivot• Installing standalone servers for Analysis Services SharePoint Mode
• Installing server applications for both services
• Availability of PowerPivot Add-in for separate download (SQL Feature Pack) - http://www.microsoft.com/en-us/download/details.aspx?id=34702
Identity Credentials
• The big problem called "Double Hop"
• Kerberos Security - A double edged sword
• Claims - The solution to follow
• Per user identities without Kerberos• EFFECTIVEUSERNAME - (Analysis
Services, Excel Services)
• SetUser() - (SQL Server)
ImpersonatingOptions for SQL Server Reporting Services
SQL Server Analysis ServicesAnalysis Services –SharePoint Mode
Excel Services No Si No
Reporting Services Si Si No
Power View N/A Si No
PerformancePoint No Si No
Both commands SETUSER() and EFFECTIVEUSERNAME requires elevated permissions (Administrator for AS, dbowner or sysadmin for SQL)
Integration
• Whole > @SUM(Parts)
• Dashboarding
• Filtering SharePoint Web Parts
• Filtering Lists
• Filtering concurrent users
• Filtering Analysis Services
Office Web App
• Turn OFF Rendering for xlsx files
New-SPWOPISuppression –extension xlsx –action view
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
SharePoint as Data Source
• SQL Server Reporting Services is not native
• SQL Server Integration Services• Data Warehouse
• Efficient execution
• SharePoint List as origin and destination data• http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652 (Descarga)
• http://dataqueen.unlimitedviz.com/2011/06/how-to-use-a-sharepoint-list-as-a-data-source-in-your-ssis-package/ (Como es?)
• OData sources for Microsoft SQL Server 2014• http://www.microsoft.com/en-us/download/details.aspx?id=42280 (Descarga)
• http://whitepages.unlimitedviz.com/2014/03/using-the-odata-source-connector-con-sharepoint-online-authentication/ (Como es)
SQL Server Integration ServicesList a warehouse Data Collection
• Health Analyzer
Is this all true?Let’s GO…
DEMO“SharePoint BI in action”
Contact…
• Social Network:• Facebook: Cheo Redondo
• Twitter: @redondoj
• LinkedIn: https://www.linkedin.com/in/redondoj
• Blog in Spanish: “El Blog de Cheo Redondo” - http://redondoj.wordpress.com
Thank you #SQLFamily
