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Business Intelligence in SharePoint 2013

Empowering users to change their world

Jason Himmelstein, MVP

Senior Technical Director, SharePoint

@sharepointlhorn

http://www.sharepointlonghorn.com

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Gold Sponsor

Silver Sponsors

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#CollabCon

 Share your ideas and feedback on Twitter

 $250 Future Shop gift card for most #CollabCon mentions

(4)

Session Evaluations

 Go to Evaluations on the home page of www.collabcon.org

 It is important to get your feedback

 Please fill out evaluations for all the sessions you attend

 Following the conference, a random drawing from all

completed evaluations will be selected

 The winner will receive a $250 Future Shop gift card, valid

online or in store

(5)

Blog: www.sharepointlonghorn.com Twitter: @sharepointlhorn

LinkedIn: www.linkedin.com/in/jasonhimmelstein

SlideShare: http://www.slideshare.net/jasonhimmelstein Email: [email protected]

me

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Takeaway from today’s session

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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

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Analyze trends and timelines

Quickly navigate through your data

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PerformancePoint

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Get suggestions on chart types based on your data

Preview your graphs, formatting and KPIs

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22

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Power View - Feature Comparison

Power View in

Excel Power View

in Excel Services Power View

(SQL edition) Office 365 “O15”

All Visualizations Yes Yes Yes Yes

Power View Authoring Yes No Yes No

Cross Visualization Interactivity Yes Yes Yes Yes

External images Yes, anonymous Yes, anonymous Yes No

Workbook or Model Size Max Workbook

Size AS Limits AS Limits 5 MB CTP

10 MB RTM

Export to PowerPoint No No Yes No

Reorder Power View views No No Yes No

Connecting to UDM

(multidimensional) No No Yes No

Offline Mode Yes No No No

Multiple External Models Yes Yes No Yes

Report Zoom No Browser Zoom Browser Zoom Browser Zoom

Reading & Presentation Mode No No Yes No

Silverlight V5 required on client Yes Yes Yes Yes

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Power View for Multidimensional Models

• Power View on Analysis Services via BISM

• Native support for DAX in Analysis Services

• Better flexibility: Choice of DAX on Tabular or Multidimensional (cubes)

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Fine tune your reports with chart and view filters Visualize your

insights with interactive charts

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The Microsoft Story

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Share

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Relational

Databases Business

Applications Files OData Feeds Cloud Services Deployed

BI Semantic Models

Third-Party Reports

Excel PowerPivot

Power View SharePoint

Insights

SQL Server Data Warehouse SQL Server

Integration Services

SQL Server

Analysis Services SQL Server ReportingServices

SQL Server Master Data Services SharePoint Server

Excel Services Search

Visio Services

PerformancePoint Services PowerPivot Add-In Reporting Services

Power View Audit and Control Management Server

Data Tier

Self-Service BI Governance Corporate BI and Data Governance

Information TierPresentation TierClient Tier

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Reporting Services Power View PerformancePoint Services

Excel Services Visio Services SharePoint 2013 Enterprise PowerPivot for SharePoint 2013

Reporting Services Power View PerformancePoint Services

Excel Services Visio Services

SharePoint 2013 Enterprise 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.

Native ECS Features

1

Install Analysis Services in SharePoint mode and register the server in Excel Services to enable the core PowerPivot functionality.

Core BI Features

2

Install Reporting Services add-in and Reporting Services in SharePoint-integrated mode to unlock stunning browser-based data exploration,

visualization, and presentation experiences.

3

Power View

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 PowerPivot Features

4

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The stack:

Data Analysis with SQL

Analysis Services SQL Server

Integration Services

The Tool:

End user exploration

Excel

Power View PowerPivot

The Tool:

Sharing

Excel Services Visio Services PerformancePoint

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1 in 4 enterprise customers on Office 365

1 Billion Office Users

Analyze Visualize Share Find

Q&A

Mobile Discover

Scalable | Manageable | Trusted

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O365 E3 Power BI

Excel Self-Service BI

SharePoint Online

Excel Web Client Size

Limit

10MB* 250MB*

On Premise Data Refresh

Power BI Site

Natural Language Query

Mobile BI Client

Data Stewardship

Enterprise Data Search

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View browser based reports on any mobile device with Power View in HTML5

Discover and explore all your favorite Excel and Power View reports from O365 through the mobile BI application Collaborate on insights with

others through the mobile BI app Touch optimized Mobile BI app connects you to all your favorite reports

Power View HTML5 for Office 365

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Wrap-up

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http://blogs.office.com/b/microsoft-excel/archive/2012/08/23/introduction-to-the-data-model-and-relationships.aspx http://blogs.office.com/b/microsoft-excel/archive/2012/10/04/intro-to-power-view-for-excel-2013.aspx

http://msdn.microsoft.com/library/ms170438(SQL.110).aspx

http://blogs.msdn.com/b/performancepoint/archive/2012/08/03/what-s-new-in-performancepoint-services-2013.aspx http://visio.microsoft.com/en-us/preview/visio-benefits.aspx

http://blogs.msdn.com/b/analysisservices/archive/2012/07/27/introducing-the-bi-light-up-story-for-sharepoint-2013.aspx http://blogs.msdn.com/b/analysisservices/archive/2012/07/26/going-all-in-with-excel-2013.aspx

http://bit.ly/SharePointBI

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Session Evaluations

 Go to Evaluations on the home page of www.collabcon.org

 It is important to get your feedback

 Please fill out evaluations for all the sessions you attend

 Following the conference, a random drawing from all

completed evaluations will be selected

 The winner will receive a $250 Future Shop gift card, valid

online or in store

(42)

Blog: www.sharepointlonghorn.com Twitter: @sharepointlhorn

LinkedIn: www.linkedin.com/in/jasonhimmelstein

SlideShare: http://www.slideshare.net/jasonhimmelstein Email: [email protected]

me

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Build on the strengths and success of Analysis Services and expand its reach to a much broader user base

Embrace the relational data model – well understood by

developers and IT Pros

Bring together the relational and multidimensional models under a single, unified BI platform – best of both worlds!

Provide flexibility in the platform to suit the diverse needs of BI applications

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Self-Service Enterprise

Analysis Services

Power Pivot

Empowered Excel, Reports, & Dashboards Formalized

Business Intelligence Semantic Model (BISM)

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One Model for all End User Experiences

Personal BI

Power Pivot for Excel Organizational BI

BISM Analysis Services

Team BI

Power Pivot for SharePoint

Client Tools

Analytics, Reports, Scorecards, Dashboards, Custom Apps

BI Semantic Model Data model Business logic and queries Data access

Data Sources

Databases, LOB Applications, OData Feeds, Spreadsheets, Text Files

Flexibility Richness Scalability

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Power View

Databases LOB Applications Files OData Feeds Cloud Services

BI Semantic Model

Data model Business logic Queries

Data access

Multidimensional MDX MDX

MOLAP ROLAP

Tabular DAX MDX/DAX

In-Memory Direct Query Third-party

Applications Excel Reporting

Services PerformancePoint

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Databases LOB Applications Files OData Feeds Cloud Services

BI Semantic Model

Data model Business logic Queries

Data access Third-party

Applications Power View Excel Reporting

Services PerformancePoint

Multidimensional MDX MDX/DAX

MOLAP ROLAP

Tabular DAX MDX/DAX

In-Memory Direct Query

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SQL Server Data Tools

SQL Server Data Tools Power View

SharePoint 2010 or 2013

xlsx

Excel Services

Reporting Services

Analysis Services

BI Semantic Model Tabular Analysis Services

BI Semantic Model Multidimensional

PerformancePoint Excel Power Pivot

for Excel Reporting Services

PowerPivot for SharePoint (Analysis Services)

xlsx

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Rich data modeling

capabilities

Sophisticated business

logic using DAX and MDX

Fine-grained security –

row and cell level

Enterprise capabilities –

multi-language and

perspectives

Tabular and

multidimensional

modeling experiences

DAX and MDX for

business logic and

queries

Cached and passthrough

storage modes

Choice of end-user BI

tools

In-Memory for high

performance, MOLAP for

mission critical scale

DirectQuery and ROLAP

for passthrough access to

data sources

State-of-the-art

compression algorithms

Scales to the largest of

enterprise servers

Flexibility Richness Scalability

50

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• Familiar model, easier to build, faster time to solution

• Advanced concepts (parent- child, many-to-many) not available natively in the model… need calculations to simulate these

• Easy to wrap a model over a raw database or warehouse for reporting & analytics

Tabular

• Sophisticated model, higher learning curve

• Advanced concepts baked into the model and optimized (parent- child, many-to-many,

attribute relationships, key vs. name, etc.)

• Ideally suited for OLAP type apps (e.g. planning,

budgeting, forecasting) that need the power of the

multidimensional model

Multidimensional

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• Based on Excel formulas and relational concepts – easy to get started

• Complex solutions require steeper learning curve – row/filter context,

Calculate, etc.

• Calculated columns enable new scenarios, however no named sets or calc

members

DAX

• Based on understanding of multidimensional concepts – higher initial learning

curve

• Complex solutions require steeper learning curve – CurrentMember, overwrite semantics, etc.

• Ideally suited for apps that need the power of

multidimensional

calculations – scopes,

assignments, calc members

MDX

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In-memory column store… typical 10x compression

Brute force memory scans… high performance by default… no tuning required

Basic paging support… data volume mostly limited to physical memory

xVelocity

Disk based store… typical 3x compression

Disk scans with in-memory subcube caching… aggregation tuning required

Extensive paging support… data volumes can scale to multiple terabytes

MOLAP

Passes through DAX queries &

calculations… fully exploits backend database capabilities

No support for MDX queries… no

support for data sources other than SQL Server (in Denali)

Direct Query

Passes through fact table requests… not recommended for large dimension tables

Supports most relational data sources…

no support for aggregations except SQL Server indexed views

ROLAP

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Third-party

applications Reporting Services

(Power View) Excel PowerPivot

Databases LOB Applications Files OData Feeds Cloud Services SharePoint

Insights

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BISM-MD Object Tabular Object

Cube Model

Cube Dimension Table

Attributes (Key(s), Name) Columns

Measure Group Table

Measure Measure

Measure without MeasureGroup Within Table called “Measures”

MeasuregroupCube Dimension relationship Relationship

Perspective Perspective

KPI KPI

User/Parent-Child Hierarchies Hierarchies

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Types Additional constraints

Children of all with a single

real member

Calculated members on

user hierarchies

Attribute may have an

optional unknown member

Attribute cannot be key

unless it’s the only attribute

Not a parent-child

attribute

References

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