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Business Intelligence in SharePoint 2013 September 9, 2014 Deliver Solutions, Deliver Careers, Deliver Results
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Today’s Speaker @CTSHutson http://www.linkedin.com/pub/eliza beth-hutson/15/52b/883
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CTS Overview Regional IT professional services firm Established in 1993 Six offices in the Southeast Leveraged, local delivery 250+ employees 325+ clients in various industry verticals +/- 150 projects completed per year
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Agenda Why BI? Tools Available SP2010, SP Online Considerations Technical Installation Guide Demo
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Why BI in SharePoint 2013? Self-ServiceInteractive Mobile OSNeutral OS Neutral
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Tools Available Dashboards, KPIs Charts, Scorecards, Strategy Maps Drill down/drill through capabilities One-click install app - Dashboard Designer
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Tools Available Mobile support Requires deployed Tabular BI Semantic Model Requires Silverlight Limited custom branding
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Tools Available External Data Connections Get your users out of File Shares Mac OS users can have ODBC connections in browser Mobile Support
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Lives in Excel / Excel Services, but must be additionally configured Browser refresh Scheduled data refresh Interactive data refresh Tools Available
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Mobile Support Less Self-Service Higher Data Manipulation Ability Tools Available
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Tool Strengths ScorecardsAnalysisReports PerformancePoint Excel/PowerPivot Power View Reporting Services
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SharePoint Online vs. On- Premises Feature SharePoin t Online SharePoint Server BI CenterYES Power BIYESNO PerformancePoi nt NOYES
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What about 2010? Same toolset, different features Aesthetically different Options to upgrade/migrate
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Installation & Set Up Considerations What version of SharePoint am I running? Cost of Additional SQL License Do I have SQL Server 2012 SP1 BI or Enterprise? How “Clean” is my Data? What is my authentication method?
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How to Set Up Business Intelligence: SharePoint Basics SP Prereqs SQL Server 2008 R2 Analysis Services ADOMD.NET spPowerPivot.msiSP Installation Do NOT check “Run SharePoint Products Configuration Wizard” box
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How to Set Up Business Intelligence: PowerPivot SQL Instance Run “PowerPivot for SharePoint 2013 Configuration” tool Set up as “SQL Server PowerPivot for SharePoint” Configure Tabular Mode Install SQL Server 2012 with SP1 – Analysis Services
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PowerPivot for SP2013 Configuration Tool
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How to Set Up Business Intelligence: Service Application Configuration Secure StorePerformancePointExcel ServicesPowerPivotVisio Graphics SQL Server Reporting Services
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How to Set Up Business Intelligence: Site Setup Create BI CenterActivate Features:Site Collection: PerformancePoint Services Site Collection Features Site: BICenter Data Connections Feature PerformancePoint Services Site Features SharePoint Server Enterprise Site Features
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Demo
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© 2014 Computer Technology Solutions, Inc. askcts.com Elizabeth Hutson Mitchell Consultant 1 ehutson@askcts.com 615.224.0448 Questions?
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