Data Visualization in
SharePoint 2013 Overview
Becky Isserman,
@mosslover,
http://www.mosslover.com
Who Am I?
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MVP 2011 & 2012
MCT
MCPD SharePoint 2010
Worked with SharePoint for 9 Years
Saint Louis Cardinal’s Fan
Harmon.ie Top 25 Influencer
Credits
• John Patrick White
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CTO/Co-Founder of UnlimitedViz
SharePoint Server MVP,
SQL Server vTSP
http://whitepages.unlimitedviz.com
@diverdown1964
• Jason Himmelstein
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Senior Technical Director, SharePoint at Atrion
SharePoint Server MVP
Microsoft vTSP
Blog: www.sharepointlonghorn.com
Twitter: @sharepointlhorn
Overview
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Framework & What’s New
Requirements, Architecture, Installation
Scaling & Authentication
Features
The Microsoft BI framework
Personal BI
Team BI
Organizational BI
My Context
Our Context
The Org’s Context
BI solution created by user.
Context is only for user & exists as
document.
BI Solution created by power
user. Context is for a small
team & it’s managed on a
server.
BI Solution created by IT,
Established corporate context & is
reusable, scalable and backed up.
The Microsoft BI Products
Team BI
Excel
PowerPivot
Power View
Visio
Excel Services
PowerPivot for SharePoint
PerformancePoint
Visio Services
Reporting Services Add-in
KPIs
Filter Web Parts
Power View
Organizational BI
SQL Server
Analysis Services
Integration Services
Reporting Services
SQL Server Data Tools
Analytics vs. Structured Reporting
SharePoint BI 2010
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Excel Services
Reporting Services SP integrated mode
PowerPivot for SharePoint
PerformancePoint
What’s New in Office/SharePoint BI
PowerPivot for SharePoint
not required
Requirements,
Architecture, Installation,
and Authentication
Excel Services Family Requirements
Office Pro Plus license
xVelocity model enabled as
required
PowerPivot add-in included,
must be enabled
PowerView and-in included,
enabled as needed
SharePoint Enterprise CAL
Included on SP media
SQL Server BI or Enterprise
Deploys as service
application
SQL Media
Requires AS SP Mode for
xVelocity and Power View
interactivity
Deploys as SQL service on
independent servers
Load balancing performed
by Excel Services
Requires AS SP Mode and
Excel Services
SQL Media
Deploys as SP Service
application
Client Configuration
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Enable the PowerPivot Add In
Enable the Power View add in
Turn on the internal model
Use PowerPivot
X-Velocity/PowerPivot Versions
SQL 2008R2
PowerPivot for SQL 2008R2
SQL 2012
PowerPivot for SQL 2012
SQL 2012 SP1
Analysis Services SharePoint Mode
(2012 SP1)
Excel 2013
X-Velocity Compatability 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
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Can Only Refresh Slicers
Cannot use SP1 features with Power View
Limited to pre SP1 PowerPivot feature set
Reporting Services Requirements (IM)
Deploys as SP service
application
Alerting
Self service subscriptions
Power View
Required for BISM/Power
View
PerformancePoint Requirements
Deploys as SP service
application
For analytic charts/grids
Installing SharePoint BI Components
Excel Services
Reporting Services
PerformancePoint
PowerPivot
Other Stuff
Analysis Services
Bad Farm Overview
FE
Profile
Excel
Services
Search
…….
DB
SSAS
SSIS
SSRS
PP
SharePoint Foundation
SharePoint Foundation
SQL Server
Server OS
Server OS
Correct Farm Approach
FE
Profile
Excel
Services
Search
…….
DB
SSAS
SSIS
SharePoint Foundation
SQL Server
Server OS
Server OS
All PowerPivot
Features
Power View
Core BI
Features
Native ECS
Features
Self Service BI Light Up Story
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Deploy your SharePoint 2013 Enterprise farms and
enable shared services, such as Excel Services,
Visio Services and PerformancePoint Services.
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Install Analysis Services in SharePoint mode and
register the server in Excel Services
to enable the core PowerPivot functionality.
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Install Reporting Services add-in and
Reporting Services in SharePoint-integrated mode
to unlock stunning browser-based data exploration,
visualization, and presentation experiences.
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.
SQL Server Analysis Services
PowerPivot for SharePoint 2013
Reporting Services Power View
PerformancePoint Services
Excel Services
Visio Services
SharePoint 2013 Enterprise
SQL Server Database Engine
Setup & Configuration of
Analysis Services
SharePoint Mode
Configuration - Analysis Services (SP Mode)
Configuration - Analysis Services (SP Mode)
Configuration - Analysis Services (SP Mode)
Configuration - Analysis Services (SP Mode)
Configuration - Analysis Services (SP Mode)
Configuration - Analysis Services (SP Mode)
Setup & Configuration of
PowerPivot for SharePoint
Configuration – PowerPivot for SharePoint
Configuration – PowerPivot for SharePoint
Configuration – PowerPivot for SharePoint
Configuration – PowerPivot for SharePoint
Configuration – PowerPivot for SharePoint
Configuration – PowerPivot for SharePoint
Setup & Configuration
Reporting Services in
SharePoint Mode
Configuration – SSRS in SharePoint Mode
Configuration – SSRS in SharePoint Mode
Configuration – SSRS in SharePoint Mode
Configuration – SSRS in SharePoint Mode
Configuration – SSRS in SharePoint Mode
Configuration – SSRS in SharePoint Mode
Configuration – SSRS in SharePoint Mode
Configuration – SSRS in SharePoint Mode
Configuration – SSRS in SharePoint Mode
Setup & Configuration
PerformancePoint
Configuration – PerformancePoint
Configuration – PerformancePoint
Configuration – PerformancePoint
Configuration – PerformancePoint
Configuration – PerformancePoint
Configuration – PerformancePoint
Scaling & Authentication
Single Server with BI
FE
Profile
Indexer
Search
Metadata
Excel
Services
….
SSRS
SharePoint Foundation
SQL Server
Server OS
PP
2 Server Farm with BI
WFE
Profile
Excel
Services
Search
…….
SSRS
PP
DB
SSAS
SSIS
SharePoint Foundation
SQL Server
Server OS
Server OS
Separate Roles
FE
Profile
Excel
Services
Search
…….
SSRS
Analysis Services – SharePoint
Mode
PP
SharePoint Foundation
SharePoint Foundation
Server OS
Server OS
DB
SSAS
SQL Server
Server OS
SQL Server
Server OS
SSIS
BI Integration – Mixed Roles
FE
Profile
Crawl
Metadata
Excel
Services
SSRS
PP
SSS
SharePoint Foundation
Server OS
Search
Analysis Services – SharePoint
Mode
SharePoint Foundation
SQL Server
Server OS
Server OS
DB
SSAS
SQL Server
Server OS
SSIS
Large Farm Deployment
Profile
Indexer Search
…….
SSRS
Profile
Indexer Search
…….
SSRS
Profile
Indexer Search
…….
SSRS
Excel
Profile
Search
…….
SSRS
Services
PP
SharePoint Foundation
SharePoint Foundation
SharePoint Foundation
SharePoint Foundation
Server
OS
Server
OS
Server
ServerOS
OS
FE
FE
FE
FE
SharePoint Foundation
SharePoint Foundation
SharePoint Foundation
SharePoint Foundation
Server
OS
Server
OS
Server
ServerOS
OS
DB
SSAS
SQL Server
Server OS
SSIS
Analysis Services – SharePoint
Analysis Services
– SharePoint
Analysis Mode
Services
Mode – SharePoint
Analysis Services
Mode – SharePoint
Mode
SQL Server
SQL Server
SQL Server
SQL Server
Server
OS
Server
OS
Server
ServerOS
OS
Scaling 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
Authentication
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)
Features
Excel Services
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“Gallery” Mode
3D Charts
Interactive PivotCharts
PivotTable Field Well
Timeline Slicers
Quick Explore
Mobile device support
Excel Interactive View
Excel Services
PerformancePoint
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Themes
BICenter (Dashboard Designer in the ribbon)
Filter Enhancements
Filter Search
Custom Target Applications
Easy Server-side Migration Dashboard
Dashboard Designer Authentication
Improved PerformancePoint Support on iPad
PerformancePoint
Reporting Services
• View and interact with reports on iOS devices
• Enables Power View 2013
• SharePoint mode report server
Leverage SharePoint scale-out functionality for Reporting Services Service Applications.
The new Reporting Services shared service is hosted in SharePoint Shared Service Application pool.
The new Reporting Services service applications support Claims based authentication.
SharePoint cross-farm support for viewing reports.
Support for SharePoint backup and recovery and end-to-end SharePoint ULS logging.
Define and save data alert definitions
Run data alert definitions
Deliver data alert messages to recipients
Reporting Services
PowerView
• Visualizations include:
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Matrices
Charts
Cards
Tiles
Scatter and bubble charts
Maps
• The design experience consists of:
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Ribbon
Canvas
Filter area
Field List
Layout selection
PowerView
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
Yes, anonymous
Yes, anonymous
Yes
No
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
External images
Workbook or Model Size
PowerView
Office BI Strategy
The Tool:
Excel Services
Visio Services
PerformancePoint
The Tool:
Excel
Power View
PowerPivot
Sharing
End user exploration
The stack:
Data Analysis with SQL
Analysis Services
SQL Server
Integration Services
Client Tier
SharePoint Server
Data Tier
Information Tier
SharePoint
Insights
Presentation Tier
Self Service BI Reference Architecture
Power View
PowerPivot
Excel
Reports
Third-Party
PowerPivot Add-In
Search
PerformancePoint Services
Visio Services
Reporting Services
Power View
Excel Services
Audit and Control Management Server
Self-Service BI Governance
Corporate BI and Data Governance
SQL Server
Analysis Services
SQL Server
Integration Services
Deployed
BI Semantic
Models
SQL Server
ReportingServices
SQL Server
Master Data Services
SQL Server
Data Warehouse
Relational
Databases
Business
Applications
Files
OData Feeds
Cloud Services
Demo
• mssalesdemo.com
Questions
Contact Information
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Blog: http://www.mosslover.com
Twitter: @mosslover
Email: rebecca.isserman@gmail.com
Company Website: http://www.bluemetal.com
Tome Tanasovski PowerShell MVP
Blog: http://powertoe.wordpress.com/
Twitter: @toenuff
Jason Gallicchio SharePoint Enthusiast
Twitter: @jasongall
Edwin Woo Windows Extremist
Eric Fellen
Website: http://www.nyewin.org
Blog: Too cool for one
Ken Reid
Website:
http://www.nyewin.org
Ben Serebin Exchange Junkie
Twitter: Too cool for one
Blog: http://blog.reefsolutions.com
Twitter:@bserebin
Thanks to our Organizers!
User Group Communities
NYC SharePoint User Group
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Meetings: First Wednesday of the month, 5:30 to 7:30 PM, Microsoft NYC Office
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Web: http://www.meetup.com/NYCSPUG/
•Princeton Area SharePoint User Group
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Meetings: Fourth Wednesday of the month, 6:00 to 8:00 PM, Infragistics Building
Cranberry NJ
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Web: www.princetonsug.com
NYC PowerShell User Group
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Meetings: Second Monday of the month, 6:00PM, Microsoft NYC Office
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Web: http://powershellgroup.org/nyc
New York Exchange User Group (NYExUG)
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Meetings: Second Tuesday of the month, 5:45PM to 9PM, Microsoft NYC Office
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Web: www.nyexug.com
NY Enterprise Windows User Group (NYeWin)
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Meetings: First Thursday of the month, 6:00PM, Microsoft NYC Office
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Web: http://www.nyewin.org/
Event Sponsors
Thanks to our Sponsors!
Event User Groups
NY Enterprise Windows User Group
Thanks to our User Groups!