1. Cloud, On-Premise, or Hybrid - Where are you making BI investment decisions and why?
John P White
@diverdown1964

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4. Information
Speaker presentation slides should be available from the SPSHOU website within a week or so
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5. John White CTO/Co-Founder of UnlimitedViz SharePoint Server MVP,
SQL Server v-TS
@diverdown1964

6. Agenda BI Architecture On Premise Options Cloud Options
Migration Options

7. tyGraph Demo Demo tyGraph
Connect to the tyGraph Client, and show the base Excel file, and what it’s connected to.
Show the embedded file and how it’s built
Open either file in a browser
Go to Office 365 and open the embedded only! Model. Interact with it.
Open it up in the Power BI App
Open up the power BI dashboard app
Build a quick dashboard.

8. BI Architecture

9. ONE DOES NOT SIMPLY RETURN HIS RAW DATA FROM THE DATABASE
Business Intelligence is all about the data, but that doesn’t mean that you just wire up Excel to source data and start Extracting (although far too many people do). This is bad for a number of reason
- Security – data level access to production data
- Usability – difficult to understand constructs (Great Plains anyone?)
- Performance – reporting against the production data concentrates the load.
- Organization – data optimized for transactions, not reporting
RETURN HIS RAW DATA FROM THE DATABASE

10. BI Architecture 101 Extract, Transform, and Load (ETL) Storage
Design and Visualization
Source data
Data Marts E
Reporting Server(s) T L
Middleware Server(s)
Data Warehouse
Instead of querying our source systems directly, we want to take our data and move it into Data Warehouses and data marts, which are optimized for the sorts of analysis that we want to perform. This is done through an ETL operation.
CLICK
The data is extracted from the source system, CLICK transformed into the shape we need it, CLICK then loaded into the data warehouse. CLICK Other ETL processes or cube process will load the data into any necessary marts, cubes or models.
From here various servers and client will access the data, usually from the data marts of cubes, but occasionally from the warehouse directly.
So how does this translate to the Microsoft stack? There are two ways. The Enterprise, or “classic” BI method, or the Power (personal) method.
BI and Designer Clients
Data Cubes and Tabular Models

11. On Premises Options

12. Microsoft enterprise (classic) BI
ETL
Storage
Design and Visualization E
Source data
SQL Server DB
SQL Server Integration Services (SSIS)
SQL Server Reporting Services (SSRS) E E
SharePoint (with)
Excel Services
PowerPivot for SharePoint
SSRS SharePoint Mode
PerformancePoint L
SQL Server DB
Starting with the classic method, SQL Server Integration Services is the tool that performs our ETL.
SQL Server Database Engine is used for the storage of the data warehouses and data marts
SQL Server Analysis Services is the multidimensional engine (traditional OLAP cubes) and now is the engine for enterprise tabular models (xVelocity).
SSRS is the traditional server engine for serving reports, and can be deployed either standalone, or through SharePoint.
These tools all ship on SQL server media, but some (SSRS and PowerPivot for SharePoint) may be deployed to SharePoint
Clients of this infrastructure may be servers themselves, or designers and Power Users. Consuming tools include Excel, SQL Server Data Tools, Excel Services, PowerPivot for SharePoint, or a host of other tools.
Recently, there has been a lot of work in the Personal BI space – so how does that compare to this approach? Fundamental BI concepts still apply. T
Excel
SQL Data Tools
Report Builder
3rd party tools
SQL Server Analysis Services Multidimensional and Tabular modes

13. Enterprise BI Good curation Relatively expensive Slow to rollout
Large Capacity
Frequent updates
Fine grained permissions

14. Microsoft personal BI (All in Excel)
Power Query (ETL)
Worksheets
Pivot Charts and Tables
Power View
(Analytic reports)
Power Map
(Geospatial and time series data)
Power Pivot
(Model design)
Power Pivot Import (EL)
To start with, we have an Excel Workbook. Excel is the personal BI client from Microsoft. As of the 2010 version (through an add-in), or Excel 2013 directly we have access to an embedded xVelocity data model.
CLICK
Using the PowerPivot add-in (needs to be enabled) we can import data directly from the source data systems, and then manipulate the structure, but the data is read only. It can be refreshed, but not edited. Really, we have the E and the L of an ETL system.
More recently, Power Query has been introduced. It’s a part of Power BI, but in this context it’s just a free Excel add-in that brings more elegance to the import. It puts the T back into ETL on the personal side. It has a host of other features, and different data source options, but that’s fundamentally what it is. Power Query can also load data directly into the workbook, into the model, or both.
Once the data has been loaded it can be consumed through a number of Excel tools. The traditional multi dimensional tools are the Pivot chart and Pivot table, but we now also have Power View for analytical reporting, and Power Map for geospatial analysis. PowerPivot is the model editor.
Be careful with Power Query. It cant be automatically refreshed. Yet.
All of these approaches, both enterprise and personal converge through SharePoint and dashboards.
Tabular Data Model (xVelocity)

15. Personal BI Highly accessible Little data reliability No curation
Capacity limits
Difficult to share
Manual updates

16. Team BI Worksheets SSAS SharePoint Mode Power Pivot Refresh
To start with, we have an Excel Workbook. Excel is the personal BI client from Microsoft. As of the 2010 version (through an add-in), or Excel 2013 directly we have access to an embedded xVelocity data model.
CLICK
Using the PowerPivot add-in (needs to be enabled) we can import data directly from the source data systems, and then manipulate the structure, but the data is read only. It can be refreshed, but not edited. Really, we have the E and the L of an ETL system.
More recently, Power Query has been introduced. It’s a part of Power BI, but in this context it’s just a free Excel add-in that brings more elegance to the import. It puts the T back into ETL on the personal side. It has a host of other features, and different data source options, but that’s fundamentally what it is. Power Query can also load data directly into the workbook, into the model, or both.
Once the data has been loaded it can be consumed through a number of Excel tools. The traditional multi dimensional tools are the Pivot chart and Pivot table, but we now also have Power View for analytical reporting, and Power Map for geospatial analysis. PowerPivot is the model editor.
Be careful with Power Query. It cant be automatically refreshed. Yet.
All of these approaches, both enterprise and personal converge through SharePoint and dashboards.
SSAS SharePoint Mode

17. Excel/PowerPivot/SharePoint
Excel Client
SharePoint Farm
Power Pivot
Power Pivot Service Application
Excel Services
XLSX File
Workbook
Analysis Services SharePoint Mode
xVelocity Data Model
Data Sources
Data Sources

18. Team BI and SharePoint Dashboards
Power Pivot Worksheets
Pivot Tables and Charts
Power View
Data Marts and other
Standard Worksheets
Pivot Tables and Charts
PerformancePoint Scorecards and KPIs
Within SharePoint, we can publish reports and data models, and establish connections to the relevant back end systems. These components can then be used to construct dashboards, or used on their own as dashboards.
Dashboards can contain, but are not necessarily limited to
Worksheets and worksheet components through Excel Services, either directly connected or via PowerPivot
SSRS Reports
PerformancePoint scorecards and KPIs
PerformancePoint reports
PerformancePoint Reports
Analytic Charts and Grids
Decomposition trees
SQL Server Reporting Services Reports
Standard
Power View
Data Cubes and Tabular Models

19. Team BI Some curation Accessible Good Sharing story Capacity Limits
Automatic periodic data refresh

20. Personal to Enterprise with xVelocity
Team
Enterprise
Excel
Power Pivot
Power View
Power Query
Power Map
SharePoint
Excel Services
PowerPivot for SharePoint
Reporting Services Integrated
Analysis Services
Integration Services

21. On Prem Deployment Demo Demo tyGraph
Start with empty Excel, point at the raw data warehouse and pull into the model. Show a real full workbook
Show the files uploaded
Show the data refresh schedule
Show how the model can be imported into SSAS
Connect to SSAS and upload

22. Cloud Options

23. IAAS vs SAAS The one difference – where the data lives
Identity is an issue

24. Office 365 Features Limits Access through a browser
Data model interactivity
Excel web part
Anonymous sharing
10 MB file size limit
No refresh

25. Power BI Data refresh with Data Management Gateway
Increased file size limits (250 MB/model)
Mobile client
Natural language query (Power Q&A)
Add-on to Office 365

26. Power BI Enterprise Issues
Refresh rate
Capacity
Data sensitivity/sovereignty
Fine-grained permissions
Cost

27. Power BI Dashboard Preview
AKA “the new Power BI”
Freemium model ($10/user/month for full)
No reliance on Excel or Office 365
SSAS Connector with fine grained permissions
Enterprise grade at last

28. tyGraph Services Architecture
tyGraph Domain AD
tyGraph Harvester
SQL Server DW
SSAS Tabular
SSAS Gateway
SharePoint
PowerPivot for SharePoint
Excel Services
Data Management Gateway
This is precisely the architecture required for Power BI dashboards
Power BI Dashboards

29. Demo
Cloud Deployment
Take the embedded model workbook, upload to Power BI and enable it
Show the refresh options
Show it running in the Power BI app
Next, open the Power BI dashboarding preview, connect to the data and breate a basic visualization.
Pin it to the dashboard.

30. Migration Options

31. Tool Availability On Prem Cloud (SAAS) SQL Server
SQL Server Analysis Services
SQL Server Integration Services
SQL Server Reporting Services
SharePoint
BCS
Excel Services
PowerPivot for SharePoint
Power View
PerformancePoint
SQL Azure
SharePoint Online
BCS
Excel Services
Power BI
Data Management Gateway
SSAS Connector
SQL Server Reporting Services?

32. SSRS in Power BI
“SSRS will be a native component of Power BI. All the functionality of SSRS will be available in Power BI by this summer. SSRS connectivity will be real-time connectivity to the on-prem data source. No refresh required.”
Amir Netz
Chief Architect, Microsoft Business Intelligence
SQL PASS Summit, May 7, 2014

33. Cloud Options Investment Cloud Option Excel Files
Connected to data
Connected to SSAS
With small embedded models
With large embedded models
With refreshed models
SQL Server Reporting Services
BCS
PerformancePoint
SharePoint Online
Connected to SQL Azure (hybrid – on prem SSIS)
Using the SSAS Connector (hybrid – on prem SSAS)
Nothing extra
With Power BI
With Power BI (hybrid – connected to on-prem data)
Coming soon (likely hybrid)
BCS (hybrid – connected to SQL Azure)
No current migration path

34. Fine Grained Permissions
The “double hop” Problem
Solutions
Kerberos – A double edged sword
Claims – future solution (?)
Impersonation
SetUser() – (SQL Server)
EFFECTIVEUSERNAME - (Analysis Services, Excel Services, PerformancePoint)
Explain Double hop problem
Kerberos constrained delegation allows token passing, but hard to set up
Reporting Services has supported this for a long time via SetUser() – nobody understood it
BISM implicitly supports EFFECTIVEUSERNAME
PerformancePoint and Excel Services now support EFFECTIVEUSERNAME against multidimensional sources

35. Get Prepared Build on the tabular model whenever possible
Familiarize yourself with SSAS, SSIS, SSRS
Federate Identity
Understand EffectiveUserName and SetUser
Minimize PerformancePoint investments

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

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