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Business Intelligence in SharePoint 2013 Business Intelligence in SharePoint 2013 Empowering users to change their world Jason Himmelstein, MVP Senior Technical Director, SharePoint @sharepointlhorn http://www.sharepointlonghorn.com
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Senior Technical Director, SharePoint SharePoint Server MVP SharePoint Community Leadership Board, Chair Microsoft PTSP Blog: www.sharepointlonghorn.comwww.sharepointlonghorn.com Twitter: @sharepointlhorn@sharepointlhorn LinkedIn: www.linkedin.com/in/jasonhimmelsteinwww.linkedin.com/in/jasonhimmelstein SlideShare: http://www.slideshare.net/jasonhimmelsteinhttp://www.slideshare.net/jasonhimmelstein Email: jase@sharepointlonghorn.comjase@sharepointlonghorn.com Developing Business Intelligence Apps for SharePoint Author of Developing Business Intelligence Apps for SharePoint – http://bit.ly/SharePointBI http://bit.ly/SharePointBI
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Takeaway from today’s session
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Share your Excel workbooks in the web Use slicer targets to optionally filter dashboard items Interact with your workbook with all of the rich features of the Excel client in the browser
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Analyze trends and timelines Quickly navigate through your data
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PerformancePoint
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Get suggestions on chart types based on your data Preview your graphs, formatting and KPIs
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Power View - Feature Comparison Power View in Excel Power View in Excel Services Power View (SQL edition) Office 365 “O15” All Visualizations Yes Power View Authoring YesNoYesNo Cross Visualization Interactivity Yes External images Yes, anonymous YesNo Workbook or Model Size Max Workbook Size AS Limits 5 MB CTP 10 MB RTM Export to PowerPoint No YesNo Reorder Power View views No YesNo Connecting to UDM (multidimensional) No YesNo Offline Mode YesNo Multiple External Models Yes NoYes Report Zoom NoBrowser Zoom Reading & Presentation Mode No YesNo Silverlight V5 required on client Yes
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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)
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Fine tune your reports with chart and view filters Visualize your insights with interactive charts
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What's new In BI with Office 2013 and SQL Server 2012 SP1 Excel 2013: Complete and Powerful self-service BI Tool Navigate models, preview and shape up your data (Quick Explore, Quick Analysis and Flash Fill) Access and mash-up data from any source (PowerPivot) Stunning visualizations and data discovery (Power View) Work with hundreds of millions of rows of data (powered by xVelocity) Improve governance, compliance and track business critical Excel assets: Discover and assess user-created spreadsheets with SharePoint 2013 Compare spreadsheets, track lineage, conduct interactive diagnostics and create spreadsheet analysis reports with Inquire in Excel 2013 Browser-based sharing and collaboration for self-service BI via SharePoint 2013 and SQL Server 2012 SP1 Excel Services, Excel Web App, Power View in SharePoint
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Publish to SharePoint PowerPivot Flash Fill Data Model Power View Quick Analysis Quick Explore Excel 2013: Complete and Powerful Self-Service BI Tool
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The Microsoft Story
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Share
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Relational Databases Business Applications FilesOData FeedsCloud Services Deployed BI Semantic Models Third-PartyReportsExcelPowerPivotPower ViewSharePoint Insights SQL Server Data Warehouse SQL Server Integration Services SQL Server Analysis Services SQL Server ReportingServices SQL Server Master Data Services SharePoint Server Excel Services Search Visio Services PerformancePoint Services PowerPivot Add-In Reporting Services Power View Audit and Control Management Server Data Tier Self-Service BI Governance Corporate BI and Data Governance Information Tier Presentation Tier Client Tier
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Reporting Services Power View PerformancePoint Services Excel Services Visio Services SharePoint 2013 Enterprise PowerPivot for SharePoint 2013 Reporting Services Power View PerformancePoint Services Excel Services Visio Services SharePoint 2013 Enterprise SQL Server Database Engine SQL Server Analysis Services Deploy your SharePoint 2013 Enterprise farms and enable shared services, such as Excel Services, Visio Services and PerformancePoint Services. Native ECS Features 1 Install Analysis Services in SharePoint mode and register the server in Excel Services to enable the core PowerPivot functionality. Core BI Features 2 Install Reporting Services add-in and Reporting Services in SharePoint-integrated mode to unlock stunning browser-based data exploration, visualization, and presentation experiences. 3 Power View 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. All PowerPivot Features 4
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The stack: Data Analysis with SQL Analysis Services SQL Server Integration Services The Tool: End user exploration Excel Power View PowerPivot The Tool: Sharing Excel Services Visio Services PerformancePoint
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AnalyzeVisualizeShareFind Q&AQ&A MobileDiscover Scalable | Manageable | Trusted
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Q&A
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Analyze Visualize Share Find Q&AQ&A Mobile Discover Search, access, and transform public and internal data sources with Power Query Share data views and workbooks refreshable from on-premises and cloud based data sources, with Power BI Sites Easy data modeling and lightning fast in-memory analytics with Power Pivot Bold new interactive data visualizations with Power View and Power Map Ask questions and get immediate answers with natural language query Mobile access through HTML5 and touch optimized apps for Windows 8, RT and iOS tablets Scalable | Manageable | Trusted
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O365 E3Power BI Excel Self-Service BI ● SharePoint Online ● Excel Web Client Size Limit 10MB*250MB* On Premise Data Refresh ● Power BI Site ● Natural Language Query ● Mobile BI Client ● Data Stewardship ● Enterprise Data Search ●
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View browser based reports on any mobile device with Power View in HTML5 Discover and explore all your favorite Excel and Power View reports from O365 through the mobile BI application Collaborate on insights with others through the mobile BI app Touch optimized Mobile BI app connects you to all your favorite reports Power View HTML5 for Office 365
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Wrap-up
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Senior Technical Director, SharePoint SharePoint Server MVP SharePoint Community Leadership Board, Chair Microsoft PTSP Blog: www.sharepointlonghorn.comwww.sharepointlonghorn.com Twitter: @sharepointlhorn@sharepointlhorn LinkedIn: www.linkedin.com/in/jasonhimmelsteinwww.linkedin.com/in/jasonhimmelstein SlideShare: http://www.slideshare.net/jasonhimmelsteinhttp://www.slideshare.net/jasonhimmelstein Email: jase@sharepointlonghorn.comjase@sharepointlonghorn.com Developing Business Intelligence Apps for SharePoint Author of Developing Business Intelligence Apps for SharePoint – http://bit.ly/SharePointBI http://bit.ly/SharePointBI
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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
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Self-ServiceEnterprise Analysis ServicesPower Pivot EmpoweredFormalized Excel, Reports, & Dashboards Business Intelligence Semantic Model (BISM)
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One Model for all End User Experiences Personal BI Power Pivot for Excel Organizational BI BISM Analysis Services Team BI Power Pivot for SharePoint Client Tools Analytics, Reports, Scorecards, Dashboards, Custom Apps BI Semantic Model Data model Business logic and queries Data access Data Sources Databases, LOB Applications, OData Feeds, Spreadsheets, Text Files Flexibility Scalability Richness
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Power View DatabasesLOB Applications FilesOData FeedsCloud Services BI Semantic Model Data model Business logic Queries Data access Multidimensional MDX MOLAPROLAP Tabular DAX MDX/DAX In-MemoryDirect Query Third-party Applications ExcelReporting Services PerformancePoint
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DatabasesLOB Applications FilesOData FeedsCloud Services BI Semantic Model Data model Business logic Queries Data access Third-party Applications Power View ExcelReporting Services PerformancePoint Multidimensional MDX MDX/DAX MOLAPROLAP Tabular DAX MDX/DAX In-MemoryDirect Query
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SQL Server Data Tools Power View SharePoint 2010 or 2013 xlsx Excel Services Reporting Services Analysis Services BI Semantic Model Tabular Analysis Services BI Semantic Model Multidimensional PerformancePoint Excel Power Pivot for Excel Reporting Services PowerPivot for SharePoint (Analysis Services) xlsx
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64 Rich data modeling capabilities Sophisticated business logic using DAX and MDX Fine-grained security – row and cell level Enterprise capabilities – multi-language and perspectives Tabular and multidimensional modeling experiences DAX and MDX for business logic and queries Cached and passthrough storage modes Choice of end-user BI tools 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 Flexibility RichnessScalability
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Familiar model, easier to build, faster time to solution Advanced concepts (parent- child, 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 Tabular Sophisticated model, higher learning curve Advanced concepts baked into the model and optimized (parent- child, 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 Multidimensional
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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 DAX 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 MDX
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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 xVelocity 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 MOLAP 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) Direct Query 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 ROLAP
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Third-party applications Reporting Services (Power View) ExcelPowerPivot DatabasesLOB ApplicationsFilesOData FeedsCloud Services SharePoint Insights
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BISM-MD ObjectTabular Object CubeModel Cube DimensionTable Attributes (Key(s), Name)Columns Measure GroupTable Measure Measure without MeasureGroupWithin Table called “Measures” Measuregroup Cube Dimension relationshipRelationship Perspective KPI User/Parent-Child HierarchiesHierarchies
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TypesAdditional constraints Children of all with a single real member Calculated members on user hierarchies Attribute may have an optional unknown member Attribute cannot be key unless it’s the only attribute Not a parent-child attribute
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