Business Intelligence in SharePoint 2013
Empowering users to change their world
Jason Himmelstein, SharePoint MVP
Office 365 Advisory Services Manager
@sharepointlhorn
http://www.sharepointlonghorn.com
SPS Boston 2015 is made possible
by our Sponsors
Jason’s contact & vitals
• SharePoint Server MVP
• Office 365 Advisory Services Manager
• SharePoint Community Leadership Board, Chair
•
•
•
•
•
Blog: www.sharepointlonghorn.com
Twitter: @sharepointlhorn
LinkedIn: www.linkedin.com/in/jasonhimmelstein
SlideShare: http://www.slideshare.net/jasonhimmelstein
Email: jase@sharepointlonghorn.com
• Author of Developing Business Intelligence Apps for
SharePoint
– http://bit.ly/SharePointBI
Takeaway from today’s session
•
Empowering users & driving adoption of the new BI tools
will get dynamic & powerful results
•
Why you should be considering a hybrid approach for
workloads across Office 365 and onPrem spaces
Use slicer targets to optionally
filter dashboard items
Share your Excel
workbooks in the web
Interact with your workbook with
all of the rich features of the Excel
client in the browser
Analyze trends
and timelines
Quickly navigate
through your data
PerformancePoint
Get suggestions on chart
types based on your data
Preview your graphs,
formatting and KPIs
20
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
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)
Visualize your
insights with
interactive
charts
Fine tune your reports
with chart and view filters
The Microsoft Story
Share
Client Tier
Presentation Tier
SharePoint Server
Data Tier
Information Tier
SharePoint
Insights
Search
Power View
PowerPivot
Excel
Reports
Third-Party
PowerPivot Add-In
PerformancePoint Services
Visio Services
Excel Services
Reporting Services
Power View
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
Native ECS
Features
Core BI
Features
Power View
All PowerPivot
Features
1
Deploy your SharePoint 2013 Enterprise farms and
enable shared services, such as Excel Services,
Visio Services and PerformancePoint Services.
2
Install Analysis Services in SharePoint mode and
register the server in Excel Services
to enable the core PowerPivot functionality.
3
4
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
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
Wrap-up
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
me
Blog: www.sharepointlonghorn.com
Twitter: @sharepointlhorn
LinkedIn: www.linkedin.com/in/jasonhimmelstein
SlideShare: http://www.slideshare.net/jasonhimmelstein
Email: jase@sharepointlonghorn.com
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
Self-Service
Empowered
Enterprise
Excel, Reports, & Dashboards
Formalized
PowerIntelligence
Pivot
Analysis
Services
Business
Semantic
Model
(BISM)
One Model for all End User Experiences
Client Tools
Analytics, Reports, Scorecards,
Dashboards, Custom Apps
BI Semantic Model
Power Pivot for Excel
Personal BI
Power Pivot for SharePoint
Team BI
Organizational BI
Flexibility
Richness
Scalability
BISM Analysis Services
Data model
Business logic
and queries
Data access
Data Sources
Databases, LOB Applications, OData
Feeds, Spreadsheets, Text Files
Third-party
Applications
Power View
Excel
Reporting
Services
PerformancePoint
BI Semantic Model
Data model
Multidimensional
Tabular
Business logic
MDX
DAX
Queries
MDX
MDX/DAX
Data access
Databases
MOLAP
LOB Applications
ROLAP
Files
In-Memory
OData Feeds
Direct Query
Cloud Services
Third-party
Applications
Power View
Excel
Reporting
Services
PerformancePoint
BI Semantic Model
Data model
Multidimensional
Tabular
MDX
DAX
MDX/DAX
MDX/DAX
Business logic
Queries
Data access
Databases
MOLAP
LOB Applications
ROLAP
Files
In-Memory
OData Feeds
Direct Query
Cloud Services
SharePoint 2010 or 2013
SQL Server
Data Tools
Power View
Excel Services
Analysis Services
Reporting Services
Reporting Services
Power Pivot
for Excel
xlsx
BI Semantic
Model Tabular
Analysis Services
PowerPivot for
SharePoint
(Analysis Services)
Excel
BI Semantic Model
Multidimensional
xlsx
PerformancePoint
SQL Server
Data Tools
Flexibility
• Tabular and
multidimensional
modeling experiences
• DAX and MDX for
business logic and
queries
• Cached and passthrough
storage modes
• Choice of end-user BI
tools
Richness
• Rich data modeling
capabilities
• Sophisticated business
logic using DAX and MDX
• Fine-grained security –
row and cell level
• Enterprise capabilities –
multi-language and
perspectives
Scalability
• 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
47
Tabular
Multidimensional
• Familiar model, easier to
build, faster time to solution
• Advanced concepts (parentchild, 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
• Sophisticated model, higher
learning curve
• Advanced concepts
baked into the model
and optimized (parentchild, 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
DAX
MDX
• 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
• 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
xVelocity
• 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
Direct Query
• 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)
MOLAP
• 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
ROLAP
• 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
Third-party
applications
Databases
Reporting Services
(Power View)
LOB Applications
Excel
Files
PowerPivot
SharePoint
Insights
OData Feeds
Cloud Services
BISM-MD Object
Tabular Object
Cube
Cube Dimension
Attributes (Key(s), Name)
Model
Table
Columns
Measure Group
Measure
Measure without MeasureGroup
MeasuregroupCube Dimension relationship
Table
Measure
Within Table called “Measures”
Relationship
Perspective
Perspective
KPI
User/Parent-Child Hierarchies
KPI
Hierarchies
Types
Additional constraints
Children of all with a single
real member
Attribute may have an
optional unknown member
Calculated members on
user hierarchies
Attribute cannot be key
unless it’s the only attribute
Not a parent-child
attribute