What’s New for Business Intelligence in SharePoint and SQL Server 2016 John P White CTO and Co-Founder, UnlimitedViz @diverdown1964 http://whitepages.unlimitedviz.com Session is architectural No demos

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John White CTO/Co-Founder of UnlimitedViz M.Sc., Office Servers MVP, SQL Server v-TS jpw@unlimitedviz.com http://whitepages.unlimitedviz.com @diverdown1964

Agenda Intros What’s old for BI in SharePoint Changes to Excel Services Changes to PerformancePoint Changes to SQL Server Reporting Services Upgrading Q&A How many people work with BI in SharePoint. Specifically Excel, PP4SP, SSRS, PerformancePoint Cover a little history first to spot the trends URL at bottom links to the deck

SharePoint 2007 BI was one of the 6 core pillars

SharePoint 2007 BI Office Group SQL Group Excel Services SharePoint Filters SharePoint KPIs Business Connectivity Services Visio Services SQL Group SQL Server Reporting Services PerformancePoint SharePoint had a lot of BI “like” features, but real feature was Excel Specifically, Excel connected to SQL Server and SSAS

SharePoint 2010 BI Office Group SQL Group Excel Services SharePoint Filters SharePoint KPIs Business Connectivity Services Visio Services SQL Group SQL Server Reporting Services PerformancePoint The SP2010 Wheel renamed a few workloads but no fundamental changes

SharePoint 2010 BI Office Group SQL Group Excel Services PerformancePoint Services SharePoint Filters Chart Web Part SharePoint KPIs Business Data Connectivity Access Services Visio Services SQL Group SQL Server Reporting Services Power Pivot for SharePoint - The big change was that PerformancePoint moved into the Office group - How much innovation has been seen in PerformancePoint since this change?

SharePoint 2013 BI Office Team SQL Team Excel Services PerformancePoint Services SharePoint Filters Business Data Connectivity Access Services Visio Services SQL Server Reporting Services Power Pivot for SharePoint In 2013 the pie disappeared for marketing but the fundamental distribution of features remained the same Incremental improvements to scalability and manageability in 2013,

SharePoint 2013 BI Workhorses Office Team SQL Team Excel Services PerformancePoint SharePoint Filters SQL Server Reporting Services Power Pivot for SharePoint - Here are the real BI features, the workhorses

SharePoint 2013 BI Core Pillars Office Team SQL Team Excel Services PerformancePoint SQL Server Reporting Services Power Pivot for SharePoint Filters however perform a supporting role We are left with the 4 major pillars 2 are part of the product, and 2 are not Remainder of talk looks at what’s new for these 4 pillars

Excel Services and PowerPivot for SharePoint - We’ll take Excel Services and PowerPivot for SharePoint together

Excel Services vs Office Web Apps Office Web App Server Renders Excel files in a browser Read-Only Connects to back end data Excel Web Access Web Part Render Power View reports* Interact with PowerPivot models* Calculation engine via SOAP based web services API SharePoint Enterprise CAL required Renders Excel, Word, PowerPoint files in a browser Read/Write Limited back end data connections REST based web service No separate license required Fundamental difference between Excel Services and Office Web Apps Required the “choice” be made Excel Services has been around a long time

The Big News Summer announcement cereated a lot of confusion

Excel in SharePoint 2013 Excel Services Sharepoint 2013 SQL DB SSAS Tabular SSAS OLAP Other Data Sources Refresh workbook OLAP/Tabular interactivity SSAS Server 2012/2014 PP4SP Mode PP4SP View workbook with data model Use data model Use Power View Refresh data model Office Web Apps Server Refresh workbook (with limitations) OLAP/Tabular interactivity View/Edit workbook without data model

Excel in SharePoint 2016 Sharepoint 2016 Office Online Server PP4SP Refresh data model Office Online Server View/Edit workbook with or without data model SQL DB SSAS Tabular SSAS OLAP Other Data Sources Refresh workbook OLAP/Tabular interactivity SSAS Server 2016 PowerPivot Mode Use data model Use Power View

Benefits Single architecture/feature set for Excel rendering Excel Services no longer impacts SharePoint performance Licensing Available to Exchange, Skype Future Excel updates not locked to SharePoint No end user impact

Implications Complexity of setup (One more hop) No GUI for configuration – use PowerShell only Office Online Server requires separate server and is mandatory Some deprecated features Excel Web Parts/Web Services must be added manually Power View requires SSRS Integrated mode

Deprecated/Changed Features Shared Data Connection Library Unattended Service Account File Access Method Throttling/restrictions Cross Domain Access Max sessions per user Load balancing scheme Data Connections Libraries now optional UDF Assemblies deployed to OOS ODC files require Server to Server Auth (S2S) IT Management Dashboard not in CA IT Management Dashboard requires S2S Workbook as data source requires Kerberos(KCD) between OOS and SharePoint WFEs C2WTS Runs on OOS machine SSAS must trust OOS for EffectiveUserName Requires SSMS 2016

New Features Power Query refresh in PowerPivot for SharePoint * Excel 2016 Data model support Data model editing support Excel JavaScript API support Closer parity with Excel 2016 client Search in filters, value field settings, Comments, print selection *Not there yet in SQL Server 2016 RTM

Excel Services Authentication Settings

Enable Excel Services Functions $Farm = Get-SPFarm $Farm.Properties.Add("WopiLegacySoapSupport", "http://OOSServer/x/_vti_bin/ExcelServiceInternal.asmx"); $Farm.Update() http://whitepages.unlimitedviz.com/2016/01/adding-excel-services-capabilities-to-a-sharepoint-2016-farm/

Installation Changes (PP4SP) Service application and SSAS PP4SP now separate installation SSAS Instance now referred to as Power Pivot mode

Power View Silverlight Dependency Don’t forget – Power View actually requires SSRS be set up!

Changes to Excel 2016 client PowerPivot = Power Pivot (or “Manage Data Model”) Power Query = “Get & Transform” Power View = Power View (if you can find it) Power Map = 3D Maps

Power View Future Added to Excel 2013 Silverlight dependency Hidden from the ribbon by default in 2016 Requires both PowerPivot for Sharepoint and SSRS Integrated mode in SharePoint 2016

PerformancePoint Services

PerformancePoint 2016 – What’s New It’s still there!

SQL Server Reporting Services

“Reporting Services is our on-premises solution for BI report delivery” Microsoft - Business Intelligence – our reporting roadmap – October 2015 What’s missing from that sentence? SharePoint. PerformancePoint.

Four Report Types Paginated Interactive Mobile Analytical Classic SSRS Power BI Mobile New SSRS (Datazen) Analytical Excel

Four Report Types 1 Served by SSRS 2 Served by Power BI (cloud) Paginated 1 Classic SSRS Interactive 1,2,3 Power BI Mobile 1,3 New SSRS (Datazen) 1,3 Power BI 3 Analytical 1,2,3,4 Excel 1 Served by SSRS 2 Served by Power BI (cloud) 3 Served by Power BI mobile app 4 Served by Office Online Server

HTML 5 Based Rendering Engine

Reporting Services Web Portal

Customizable Parameters Pane

Mobile Reports Publisher and Power BI Mobile app

New UI for Report Builder/Data Tools Old New

Native Mode New Features for SSRS HTML 5 Based Rendering Engine Customizable Parameters Pane New UI for Report Builder New Web Portal Mobile Reports New Chart Types Tree Map and Sunburst PDF replaces ActiveX for printing PowerPoint rendering and export KPIs Pin to Power BI Dashboard Render Power BI Desktop files* Render Excel Files? Native Mode *Available after SQL Server 2016 GA

SharePoint Integrated Mode New Features for SSRS HTML 5 Based Rendering Engine New UI for Report Builder New Chart Types Tree Map and Sunburst PDF replaces ActiveX for printing PowerPoint rendering and export SharePoint Integrated Mode

Native vs Integrated Mode Native Mode Integrated Mode Separate storage system Separate security model No SharePoint requirement New features supported Hybrid options Document Library Containers SharePoint security model SharePoint Service application Easy administration Easy Scaling Licensing burden Power View support Native Mode FTW

SSRS Native Mode in SharePoint Native mode web parts ship with SQL Server Unchanged from SSRS 2008 R2 Native SP Integrated

Future options?

2016 Configuration Summary Feature Requirements Excel workbooks connected to SSAS Data Sources Kerberos Constrained Delegation (KCD) between OOS and SSAS data source OR EffectiveUserName enabled on OOS Server(s) OOS Server account(s) added to Admin list on SSAS server(s) Connected Excel workbooks to Windows Authenticated SQL Server Data Sources KCD between OOS and SQL Server Claims to Windows Token Service running on OOS Server with Network Service enabled Connected Excel workbooks using stored credentials (Excel Services Authentication Options) Secure Store Service (SSS) credential created OOS machine account added to SSS Members list “AllowHttpSecureStoreConnections = true” set on OOS server if HTTP is used PowerPivot enabled Excel workbooks SSAS PowerPivot Mode server available SSAS PP Mode server added to BI server list on OOS Server via New-OfficeWebAppsExcelBIServer cmdlet OOS Server account added to Administrators list of SSAS PowerPivot Mode Server Automatic Refresh of PP enabled workbooks PowerPivot for SharePoint PowerPivot Gallery Silverlight (client side) Excel files as a data source PP4SP must have admin access on SSAS PP mode Server KCD between OOS and SharePoint application External ODC file support PowerPivot Management Dashboard S2S Trust Configured between OOS and SharePoint Power View reports SSRS Integrated mode Power View in Excel Power View with Excel as a data source SSRS Services account must be added to the Admin group on the BI server

John’s setup guide Article Description Rethinking Business Intelligence in SharePoint and SQL Server 2016 My take on the changes to on-premises BI in the Microsoft world, and what the implications are for the present and future Adding Excel Services Capabilities to a SharePoint 2016 Farm How to Set up Office Online Server to support the services previously available in Excel Services Enable PowerPivot Support in Office Online Server 2016 and Sharepoint 2016 How to set up SharePoint 2016 and Office Online Server to support Excel workbooks with embedded PowerPivot data models Using PowerPivot for SharePoint with SharePoint 2016 How to configure the PowerPivot for SharePoint 2016 service application Configuring SSRS 2016 Integrated Mode with SharePoint 2016 How to configure SQL Server Reporting Services 2016 Integrated mode in SharePoint 2016 Integrating SharePoint 2016 with SSRS Native Mode How to configure SQL Server Reporting Services 2016 Native mode and integrate it with SharePoint 2016

Upgrading Really pertains only to Excel Services

Upgrade from the bottom up Excel 2013 Client Excel Services Sharepoint 2013 PP4SP 2013 SSAS Server 2012/2014 PP4SP Mode Office Web Apps Server 2013 SQL DB SSAS Tabular SSAS OLAP Other Data Sources

Step 1 – Upgrade SSAS PP4SP Mode Excel 2013 Client Excel Services Sharepoint 2013 PP4SP 2013 SSAS Server 2016 PowerPivot Mode Office Web Apps Server 2013 SQL DB SSAS Tabular SSAS OLAP Other Data Sources

Step 2 – Upgrade OWA Server Excel 2013 Client Excel Services Sharepoint 2013 PP4SP 2013 Office Online Server 2016 SSAS Server 2016 PowerPivot Mode SQL DB SSAS Tabular SSAS OLAP Other Data Sources

Step 3 – Upgrade SharePoint Server Excel 2013 Client Sharepoint 2016 PP4SP 2016 Office Online Server 2016 SSAS Server 2016 PowerPivot Mode SQL DB SSAS Tabular SSAS OLAP Other Data Sources

Step 4 – Upgrade Office Clients Excel 2016 Client Sharepoint 2016 PP4SP 2016 Office Online Server 2016 SSAS Server 2016 PowerPivot Mode SQL DB SSAS Tabular SSAS OLAP Other Data Sources

Key Takeaways Changes to Excel/PowerPivot primarily architectural Office Online Server required Increased reliance on Kerberos Changes to SSRS primarily features based Use Power Query for all Excel data models (soon) De-emphasize PerformancePoint Explore Power BI

THANK YOU & See you next year! Join us for SharePint after the event @ 5:30pm 6982 Financial Dr. and don’t forget to submit feedback after each session for your chance to win great prizes at the end of the day! https://www.surveymonkey.com/r/spstoronto2016 Thank you! Toronto Enterprise Collaboration User Group Change Management, Governance, SharePoint, Office 365, Yammer, PowerBI, etc http://www.meetup.com/TSPBUG/ Toronto SharePoint Users Group http://tspug.com/

Q&A/Cheap advice @diverdown1964 whitepages.unlimitedviz.com