Configuring Your SharePoint Farm for Business Intelligence

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

3© DEVintersection. All rights reserved.

http://www.DEVintersection.com

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

http://databank.worldbank.org/data/views/variableselection/selectvariables.aspx?source=world-development-indicators




http://apps.who.int/gho/data/node.main.A1022?lang=en



http://data.un.org/Explorer.aspx

SharePoint Business Intelligence 101



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



Business Intelligence Center

SharePoint BI artifacts

2007 - Excel and Connections2010 - PerformancePoint2013 - PerformancePoint and

Power Pivot

Reports

Excel and ConnectionsWeb Part PagesSharePoint KPIs



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



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



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



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/



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



PerformancePoint requirements

SharePoint EnterpriseDeploys as SP service application

SQL Server Analysis ServicesFor analytic charts/grids



Installing SharePoint BI Components

OfficeExcel Services

PerformancePoint

Other Stuff

SQL ServerReporting Services

PowerPivot

Analysis Services



Standard 2 server SharePoint farm

Server OS

SharePoint Foundation

FE ProfileExcel Servic

es

Search …….

Server OS

SQL Server

DB SSAS

SSIS



BI integration – classic mistake

Server OS


FE ProfileExcel Servic

es

Search …….

Server OS

SQL Server


DB SSAS

SSIS

SSRS PP



BI integration – 2 server farm

Server OS


WFE ProfileExcel Servic

es

Search ……. SSRS PP

Server OS

SQL Server

DB SSAS

SSIS

Setup and Configuration

Analysis Services SharePoint Mode








PowerPivot for SharePointPowerPivot Add-in available as a download (SQL Feature Pack) - http://www.microsoft.com/en-us/download/details.aspx?id=35580










Reporting Services SharePoint mode






PerformancePoint

Scaling



Single server with BI

Server OS

SQL Server


FE Profile Indexer Search Metadata

Excel Services …. SSRS PP



2 server farm with BI

Server OS


WFE ProfileExcel Servic

es

Search ……. SSRS PP

Server OS

SQL Server

DB SSAS

SSIS



Separate roles

Server OS


ProfileExcel Services

Search ……. SSRS

Server OS

SQL Server

DB SSAS SSIS

Server OS


FE

Server OS

SQL Server

Analysis Services – SharePoint ModePP



BI integration – mixed roles

Server OS


Profile Crawl Metadata

Server OS

SQL Server

DB SSAS SSIS

Server OS

SQL Server

Analysis Services – SharePoint Mode

Server OS


FE Search

Excel Service

sSSRS PP

SSS



Large farm deployment

Server OS


Profile Indexer

Search ……. SSRS

Server OS

SQL Server

DB SSAS SSIS

Server OS


FE

Server OS

SQL Server


Server OS


Profile Indexer

Search ……. SSRS

Server OS


Profile Indexer

Search ……. SSRS

Server OS


ProfileExcel

Services

Search ……. SSRS

Server OS


FE

Server OS


FE

Server OS


FE

Server OS

SQL Server


Server OS

SQL Server


Server OS

SQL Server

Analysis Services – SharePoint ModePP



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

http://www.microsoft.com/en-us/download/details.aspx?id=34702



It’s a little known fact…..



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



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)



Integration

Whole > @SUM(Parts) Dashboarding SharePoint filter web parts List Filter Current User Filter Analysis Services Filter



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





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)

http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652

http://dataqueen.unlimitedviz.com/2011/06/how-to-use-a-sharepoint-list-as-a-data-source-in-your-ssis-package/

http://dataqueen.unlimitedviz.com/2011/06/how-to-use-a-sharepoint-list-as-a-data-source-in-your-ssis-package/


http://whitepages.unlimitedviz.com/2014/03/using-the-odata-source-connector-with-sharepoint-online-authentication/

http://whitepages.unlimitedviz.com/2014/03/using-the-odata-source-connector-with-sharepoint-online-authentication/



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/

http://whitepages.unlimitedviz.com/2012/06/the-health-analyzer-and-powerpivot-for-sharepoint/



Q&A

@diverdown1964whitepages.unlimitedviz.com