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

2. Thank You Sponsors!
GOLD
SILVER
BRONZE / PRIZES

3. John White CTO/Co-Founder of UnlimitedViz M.Sc., Office Servers MVP,
SQL Server v-TS
@diverdown1964

4. 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

5. SharePoint 2007
BI was one of the 6 core pillars

6. 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

7. 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

8. 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?

9. 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,

10. 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

11. 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

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

13. 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

14. The Big News
Summer announcement cereated a lot of confusion

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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

22. Excel Services Authentication Settings

23. Enable Excel Services Functions
$Farm = Get-SPFarm
$Farm.Properties.Add("WopiLegacySoapSupport", " $Farm.Update()

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

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

26. 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

27. 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

29. PerformancePoint Services

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

32. SQL Server Reporting Services

33. “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.

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

35. 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

36. HTML 5 Based Rendering Engine

37. Reporting Services Web Portal

38. Customizable Parameters Pane

39. Mobile Reports
Publisher and Power BI Mobile app

40. New UI for Report Builder/Data Tools
Old
New

41. 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

42. 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

43. 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

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

45. Future options?

46. 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

47. 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

48. Upgrading
Really pertains only to Excel Services

49. 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

50. 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

51. 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

52. 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

53. 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

54. 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

55. THANK YOU & See you next year!
Join us for SharePint after the 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!
Thank you!
Toronto Enterprise Collaboration User Group Change Management, Governance, SharePoint, Office 365, Yammer, PowerBI, etc
Toronto SharePoint Users Group

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