© 2012 Quest Software Inc. All rights reserved. The Undiscovered Country - I have Excel, I need Performance Point, I don’t know Analysis Services NYSPUG September 2012 Chris McNulty

Pg. 2 © 2012 Quest Software Inc. All rights reserved. Americas EMEA APJa Sales/Mrkg R&D Support 178 Countries All Verticals Global 200 SMB Database, Monitoring, Data Protection, User Workspace/Virtualization, Windows (SharePoint, AD, Messaging), Identity Mgmt 60 Offices, 3 HQs Employees 100,000+ Customers Quest Market Presence Multiple Business Lines

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Pg. 4 © 2012 Quest Software Inc. All rights reserved. Chris McNulty SharePoint BU at Quest Software 10+ years with SharePoint 20 years consulting (led KMA SharePoint practice) and financial services technology (Santander, John Hancock/Manulife, GMO, State Street) MBA in Inv Mgmt from Boston College Write and speak often on Microsoft IW technologies (blogs & books) MCSE MCTS MSA MVTSP MCC Hiking, cooking, playing guitar, colonial history, photography My family: Hayley, three kids (17, 8, 5) and my dog Stan

Pg. 6 © 2012 Quest Software Inc. All rights reserved. I live outside Boston…

Pg. 7 © 2012 Quest Software Inc. All rights reserved. But I’m from here…

Pg. 8 © 2012 Quest Software Inc. All rights reserved.

Hometown, Laurel, NY (from

Microsoft SharePoint Server 2010 … the bright frontier Eastern Long Island, July 2006

11 Confidential SharePoint Microsoft SharePoint Server 2010 … the bright frontier Eastern Long Island, July 4, 2010

12 Confidential SharePoint Microsoft SharePoint Server 2013 … the infinite frontier Eastern Long Island, August 2012

Pg. 13 © 2012 Quest Software Inc. All rights reserved. Presentation Governance Out Of Scope − SharePoint 2013 − Quest / Dell − Deep Dives (e.g. PowerShell, BI, Upgrade, SQL DBA) Rules − Questions – time permitting during session − Any time after session – etc. − Slides posted to Prerequisites − Comfortable with SQL − Can write T-SQL − SharePoint Customization Expertise

Pg. 14 © 2012 Quest Software Inc. All rights reserved. Scenario  I heard that we have a BI interface in SharePoint. Can I send you an Excel file so we can load it into Performance Point?  Thanks to Geoff

Pg. 15 © 2012 Quest Software Inc. All rights reserved. Overview Excel 1. Excel Prep SQL Server 2. Import to SQL 3. Create View SSAS 4. SSAS Project 5. SSAS Source 6. SSAS DSV 7. Named Queries 8, Cube 9. Add Dimensions 10. Build/Deploy/View Performance Point 11. Data Conn & Chart 12.Dashboard

Pg. 16 © 2012 Quest Software Inc. All rights reserved. Step 1. Excel Preparation  Inspect the file  Remove extra headers  Clean columns – Good, unique names  Add an ID field (integer)  Add Year − YEAR()  Add Quarter − "Q"&ROUNDUP(MONTH(B2)/3,0)  Add Month − TEXT(MONTH(B2),"00")

Pg. 17 © 2012 Quest Software Inc. All rights reserved. Step 2. Import Excel File to SQL  Create or Re-Use a Non-SharePoint Database  SQL Export/Import Wizard Or SSIS  Use $ and Rename  Edit Mappings & Preview − Dates & Money  Auto-Generate SQL Create Statements  Run and Save SSIS for Reuse

© 2012 Quest Software Inc. All rights reserved. Pg. 18 DEMO It’s a “spread-sheet”?

Pg. 19 © 2012 Quest Software Inc. All rights reserved. Step 3. Create a SQL View  Not strictly needed!  Allows you to change the table structure if the Excel file changes but just remap the view

© 2012 Quest Software Inc. All rights reserved. Pg. 20 DEMO SQL Server

Pg. 21 © 2012 Quest Software Inc. All rights reserved. Step 4. Create SSAS Project  Formerly BIDS  Now SQL Server Data Tools (2012)  AS Multidimensional Template

Pg. 22 © 2012 Quest Software Inc. All rights reserved. Step 5. Create SSAS Data Source  Use wizard  Use service account connection

Pg. 23 © 2012 Quest Software Inc. All rights reserved. Step 6. Create SSAS Data Source View  Use wizard  Use service account connection

Pg. 24 © 2012 Quest Software Inc. All rights reserved. Step 7. Create Named Queries in DSV  These are “virtual dimensions”  Define logical primary key as the unique ID  Source foreign to destination master  (all roads lead to Rome)  Product, Region, State

Pg. 25 © 2012 Quest Software Inc. All rights reserved. Step 8. Create Cube  Master table is the measure group table  Rename Measures to friendlier names

Pg. 26 © 2012 Quest Software Inc. All rights reserved. Step 9. Multiple Dimensions  Product – flat dimension  Geography – a hierarchy − Regions contains states  Time − Build multiple attributes Order into a hierarchy – Y/Q/M/D

Pg. 27 © 2012 Quest Software Inc. All rights reserved. Step 10. Build/Deploy/Inspect  Build cube  Deploy to SSAS from VS  Inspect inside VS

© 2012 Quest Software Inc. All rights reserved. Pg. 28 DEMO SQL Data Tools

Pg. 29 © 2012 Quest Software Inc. All rights reserved. Step 11. Performance Point Chart  Add SSAS Connection to Cube  Create Analytic Chart − Measure – Series − Dimension – Bottom Axis  Create Dashboard − Add Chart  Save and Deploy

Pg. 30 © 2012 Quest Software Inc. All rights reserved. Step 12. Performance Point Dashboard  Create Dashboard − Add Chart  Save and Deploy

© 2012 Quest Software Inc. All rights reserved. Pg. 31 DEMO PerformancePoint

Pg. 32 © 2012 Quest Software Inc. All rights reserved. Overview Excel 1. Excel Prep SQL Server 2. Import to SQL 3. Create View SSAS 4. SSAS Project 5. SSAS Source 6. SSAS DSV 7. Named Queries 8, Cube 9. Add Dimensions 10. Build/Deploy/View Performance Point 11. Data Conn & Chart 12.Dashboard

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Pg. 34 © 2012 Quest Software Inc. All rights reserved. Thank you − Contact − − Blog − Also − − LinkedIn: − Upcoming: − Sept 2012 – NYSPUG, VASPUG, Chicago, SPSNH − October 2012 – LASPUG, Ohio SPUG, KMWorld − November 2012 – SPC2012

Pg. 35 © 2012 Quest Software Inc. All rights reserved. More free stuff! SharePoint architecture design patterns in Chris’ e-book entitled SharePoint 2010 Consultant’s Handbook – A Practical Field Guide − Get your free copy here Free migrations to the 2013 beta − AND Free SharePoint Attachment Handling (AttachThis) −