SharePoint Roundtable
Self Service Business Intelligence with SharePoint 2013
Presented by:
Jason Ditzel
Rich Deken
BI Landscape
Self Service
Analysis
Business
Reporting
Performance
Monitoring &
Scorecards
Parameterized
& Operational
Reporting
Big Data
Non-technical users
creating reports
Moderate IT
involvement
Moderate IT
involvement
Authored by IT only
Cloud
Integrated data from
disparate sources
Fixed Format
Reports
Summarized views
with KPIs measured
and scored against
targets
Fixed format reports
suitable for printing
Massive
Computation
Self Service
Attributes of Self-Service BI
o Empower end users
o Interactive data visualization
o Increased collaboration
o IT manages and protects data without hampering creativity
Self Service
Analysis
Business
Reporting
Performance
Monitoring &
Scorecards
The Software
o Excel’s PowerPivot – Author the Data Model
o Excel Services – Publish to SharePoint - Interactive Reporting
o Power View – Additional Visualization Options
o SQL Server 2012
o PowerPivot for SharePoint 2013
o Analysis Services
o Reporting Services
Self Service
Analysis
Business
Reporting
Excel 2013 PowerPivot
o Build data models in Excel
o Use as the basis of Pivot Tables, Pivot Charts, and Power View reports
o Built into Excel 2013
o Import millions of row of data from multiple sources
o Create relationships between different data sources
o Create calculated fields on the data
Self Service
Analysis
Business
Reporting
Excel Services 2013
o SharePoint Enterprise Feature
o End users can view interactive workbooks via the browser
o Eliminate the emailing of workbooks
o Interact with the Pivot Tables and slicers created from the Power Pivot data
model
Self Service
Analysis
Business
Reporting
Demo 1:
Self Service
Analysis
Excel 2013 PowerPivot
Business
Reporting
Excel Services
Note: Excel Web App vs. Excel Services
o They are two different products
o The Excel Web App enables creating or editing a workbook in a browser
o Excel Services enables interaction with Pivot Tables and Pivot Charts that use the Power
Pivot data model – Excel Web App does not
o Excel Services supports most kinds of external data connections – Excel Web App
supports some external data connections
o Excel Services supports calculated fields and measures in the Power Pivot data model
Link to the official comparison table
Power View
o Think of it as additional charting options created from the Power Pivot data
model
o Animated Bubble Chart
o Card View
o Maps
Self Service
Analysis
Business
Reporting
Demo 2:
Excel 2013
PowerPivot
Self Service
Analysis
Business
Reporting
Excel Services
Power View
The Software (Part 2)
o Report Builder – Create powerful operational reports, reusable report parts, and shared
datasets
o SQL Server 2012
o Reporting Services in SharePoint Mode
o Reporting Services Add In for SharePoint
o
o
Power View Site Collection Feature
Report Server Integration Feature
o Performance Point – Build Dashboards
o Dashboard Designer
Business
Reporting
Performance
Monitoring &
Scorecards
Report Builder
o Use when parameterized reports are required
o WSYWIG print capability
o Reporting Services skillset is commoditized
o Can be created from Power Pivot data model
Business
Reporting
Demo 3:
Excel 2013
PowerPivot
Business
Reporting
Report
Builder
SharePoint
Performance Point
o Dashboard feature
o Easily expose the presentation of KPIs from the Power Pivot data model
Performance
Monitoring &
Scorecards
Performance
Monitoring &
Scorecards
Demo 4:
Excel 2013
PowerPivot
Performance
Point Dashboard
BI Semantic Model
Promoting the Data Model from Power
Pivot to the Enterprise
o Use SQL Server 2012 tools to import the data model created in Power Pivot to
SQL Server Analysis Services
o SSAS - “Tabular Model”
o Secure data in the model by applying filters and assigning permissions to the
query result set
A Note on Installation
o SQL Server 2012 Enterprise or Business Intelligence Edition required
o SharePoint Server 2013 Enterprise required
o The documentation on the Microsoft site is comprehensive, but is split between
SharePoint and SQL Server topics
o ‘Medium’ level installation task (compared to other features of SharePoint)
o Give the servers running Analysis Services and Excel Services plenty of RAM
Data Visualization Product Landscape
o Products
o Excel + SharePoint
o QlikView
o Tableau
o Spotfire (TIBCO)
o Business Objects (SAP)
o Others..
o Leverage your investment in SharePoint and Office
Demo 5
Excel “Power”
Tools
QlikView
Tableau
Power Query
o Ability to perform ETL prior to loading data into Power View
o Example: crosstabs and pivoted data can be “unpivoted”
o Additional data sources beyond Power Pivot, including:
o Hadoop (HDFS)
o Azure HDInsight
o Active Directory
o Reads multiple data formats: XML, JSON, OData, etc
o Powerful language for complex transformations
Power Query
Power Map
o Provides a way to visualize data plotted by geography
o Views organized by “Tours” and “Layers”
o Data can be plotted and displayed over time
Power Map
Excel Tools compared to SQL Server
Extract/Transform/Load (ETL)
Excel
SQL Server
Power Query
Integration Services
Data Modeling, Merging, + Mash-ups Power Pivot
Analysis Services
Visualization and Reporting
Reporting Services,
Power View,
Report Builder
Power View,
Power Map
Demo 6
Power
Query
Power
Pivot
Power
Map
“Power BI for Office 365”
o “Power BI” = “Power Query” + “Power Map” + “Power Pivot” + “Power View”
o Available “later this summer”
o “Power BI” app available now on Windows 8 Marketplace
Demo 7
Power
BI
Review
Tool
Purpose
Power Query
Extract/Transform/Load (ETL)
Power Pivot
Data Modeling, Merging, + Mash-ups
Power View,
Power Map,
Report Builder
Visualization and Reporting
Summary: Empowering the User
with Self-Service BI
Excel
Power
Pivot
Analysis
Services
Power
Query
Data Reuse
SharePoint
Discovery
Power
Map
Power
View
Power
View
Excel
Services
Business Insight
Questions?
Self Service Business Intelligence with SharePoint 2013
Presented by:
Jason Ditzel
Rich Deken