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Practical Business Intelligence in SharePoint 2013
Ivan Sanders
SharePoint MVP/MCT
ivan@dimension-si.com
@iasanders
Practical Business Intelligence with SharePoint 2013
Ivan Sanders
Ivan Sanders is a SharePoint MVP/MCT Author and independent consultant with more than
20 years of broad-based hands-on experience with the design and development of
mission-critical applications that include Business Intelligence Dashboards in the enterprise
and deployment of Microsoft products, while delivering nothing but Microsoft SharePoint
solutions since 2004.
Ivan is active in the SharePoint Community through the MSDN and TechNet forums, Teched
and PDC Birds of a Feather, SharePoint Saturday, SharePoint Conferences, SharePoint
ShopTalk, INETA, GITCA, and Local Southern California User Groups.
twitter http://twitter.com/iasanders
LinkedIn http://www.linkedin.com/in/iasanders,
Blog http://blogs.msmvps.com/ivansanders
MVP Profile http://mvp.microsoft.com/en-us/MVP/Ivan%20Sanders-4028951
Practical Business Intelligence with SharePoint 2013
Requirements
Web & Application Servers
Single Server Farms
• SharePoint 2010 vs. SharePoint “2013” Comparison:
Component SharePoint 2010 Minimum Requirement SharePoint “2013” Minimum Requirement
Processor 64-bit, four cores 64-bit, 16 cores
RAM 4 GB for developer or evaluation use
8 GB for production use in a single server
or multiple server farm
16 GB for developer or evaluation use
32 GB for production use in a single server
or in a multiple server farm
Hard disk 80 GB for system drive
Maintain twice as much free space as you
have RAM for production environments.
120 GB for system drive
Maintain twice as much free space as you
have RAM for production environments.
Database Servers
Minimum Hardware Requirements
• SharePoint 2010 vs. SharePoint “2013” Comparison:
Component SharePoint 2010 Minimum Requirement SharePoint “2013” Minimum Requirement
Processor 64-bit, 4 cores for small deployments
64-bit, 8 cores for medium deployments
64-bit, 16 cores for small deployments
64-bit, 32 cores for medium deployments
RAM 8 GB for small deployments
16 GB for medium deployments
64 GB for small deployments
128 GB for medium deployments
Hard disk 80 GB for system drive
Hard disk space is dependent on the size
of your SharePoint content
120 GB for system drive
Hard disk space is dependent on the size of
your SharePoint content
OLAP vs. Tabular Considerations
Feature Multidimensional Tabular
RAM Some (16/32 GB) A lot (64/128)
RAM Speed Important Crucial
Number of cores 4/8/16 4/8/16
Core speed Less Important Crucial
Disk speed Very Important Very Important
SSD Disk Usage Strongly recommended NA
Network speed Important Important
Concurrency Pretty good Pretty Good
Architecture
SharePoint 2013 Architecture
• In general the model has stayed same
as in previous version
• Numerous platform level
improvements and new capabilities
• Shredded Storage
• SQL Improvements
• Cache Service
• Request Management
• Themes
• Sharing
Business Intelligence
• Excel Client
• Instant analysis through In Memory BI
Engine
• Power View
• Power Pivot
• Excel Services
• Improved data exploration
• Field List and Field Well Support
• Calculated Measures and Members
• Enhanced Timeline Controls
Business Intelligence
• PerformancePoint Services
• Filter enhancements and Filter search
• Dashboard migration
• Support for Analysis Services Effective User
• Visio Services
• Refresh data from external sources – BCS
and Azure SQL
• Supports comments on Visio Drawings
• Maximum Cache Size service parameter
• Health Analyzer Rules to report on
Maximum Cache Size
Visio Services Architecture
Visio Web
Access
Custom Data
Providers
Visio JSOM
Mash-Up API
Web Part
Connections
Visio Proxy
Visio Graphics Service
VDW/b/m
SharePoint Content DatabaseExternal Data Sources
Web Front
End
Application
Server
Backend SQL OLEDB/ODBCXLSX SP Lists
SQL
Azure
External
Lists
Excel Services Architecture
Excel Web Access
Excel Web
Services
JSOMREST API
Excel Proxy
User-Defined Functions Excel Calculation Service
XLSX/b/m
SharePoint Content DatabaseExternal Data
Sources
Web Front
End
Application
Server
Backend
Excel Business Intelligence Architecture
Tabular
Multi-
dimensional
Data Model
External Data
Sources
Presentation
BI Semantic
Model
ROLAP
Excel 2013
SharePoint Insights
Power View
Business logic and queries
Data access
MDX DAX
MOLAP xVelocity
Direct
Query
OData FeedsDatabases Hadoop
SQL Azure
&
Cloud
…and more
PerformancePoint Services Architecture
Web Parts
Web Services
Rendering
Custom Editors
Web Services
Authoring
SharePoint Data Store
Monitoring Services
Application Proxy
Data Source Extensibility
PPS App Settings
SharePoint Repository
PerformancePoint
Services WCF Interface
External Data
Sources
Client
Web
Front
End
Application
Server
Backend
HTTP/HTML AJAX/JSON SOAP/XML
SharePoint Data Store
Installation & Configuration
Best Practices
1. If you haven't created a SQL Installation Answer file or a
PowerShell script there is no time like the present
2. Download AutoSpInstaller
http://autospinstaller.codeplex.com
• Modify the AutoSPInstallerInput.xml with your company SharePoint Service Accounts, WebApps etc.
Like SPService, SPAdmin, SPSearch, SPFarm, SPCrawl, SPMySite, SPWebApp. SQLService, SQLAdmin
• Modify the search index location
• Set WebAnalyticsService Provision="false“
• Extract the Binaries to disk
• There is a new GUI for helping you to enter your information if you don’t have an xml editor
• One of the many cool things is if the script fails, just modify the input file and run again it will start where it left off
3. Complete post-deployment tasks as required
Design & Development
The Business Data Continuum
Operational Databases
Data Consolidation
& Transformation
(ETL)
Relational Data
Warehouse
OLAP Cubes
OR
Tabular Data
Reports, Charts,
Dashboards & Scorecards
Right-Sizing SolutionsBusiness Needs
Gather Analytical
Requirements
Design Dimensional
Model
Design Data
Transformations
Create OLAP
Dimensions &
Cubes
Design Reports &
Analytics
Design Presentation
Portal
BI Solution Design Phases & Components
SQL File
Data
Flow
SQL Server
Relational
Integration
Services
Analysis
Services
Reporting
Services
SharePoint
Services
What tool should I use? When?
PerformancePoint
SSAS
Grids Graphs
Exploration
Value Based
GaugesScorecards
Sparklines
Diagrams
SSRS
Why Tabular?(xVelocity/Vertipaq engine)
• The current process for analytics idea to implementation is way too long.
• Everyone is familiar with Excel.
• Tabular is easier and faster than OLAP !!!
• Query tool (DAX) is easier than MDX
• Most important: You will quickly make your users heroes when
introducing self-service analytics and reporting in Power View.
QA
Who do you trust
Who Do you trust??
• Maurice Prather http://www.bluedoglimited.com/default.aspx
• Andrew Connell http://www.andrewconnell.com/blog
• Spence Harbar http://www.harbar.net
• Heather Solomon http://www.heathersolomon.com/blog
• Todd Klindt http://www.toddklindt.com/default.aspx
• Todd Baginski http://www.toddbaginski.com/blog
• Todd Bleeker http://bit.ly/edlSm5
• Jan Tielens http://weblogs.asp.net/jan
• Patrick Tisseghem http://www.u2u.info/Blogs/Patrick/default.aspx
• Wictor Wilen http://www.wictorwilen.se
• Ted Patisson http://blog.tedpattison.net/default.aspx
• Lars Fastrup http://www.fastrup.net
• Carsten Keutmann http://keutmann.blogspot.com
• Keith Richie http://blog.krichie.com
• Bill Baer http://blogs.technet.com/b/wbaer
• Sahil Malik http://blah.winsmarts.com
• Bil Simser http://weblogs.asp.net/bsimser
• Ivan Sanders http://msmvps.com/blogs/ivansanders
• Gary LaPointe http://blog.falchionconsulting.com
• Shanon Bray http://shannonbray.wordpress.com
Codeplex
Codeplex – with Source Code
• http://cksdev.codeplex.com
• http://startermasterpages.codeplex.com
• http://spm.codeplex.com
• http://autospinstaller.codeplex.com
• http://spsf.codeplex.com
• http://slk.codeplex.com
• http://smarttools.codeplex.com
• http://spviewpermission.codeplex.com
• http://bidshelper.codeplex.com
• http://almspecialisttoolkit.codeplex.com
• http://spsf.codeplex.com
• http://sharepointdemobuilds.codeplex.com
• http://sushi.codeplex.com
THANK YOU
Our Sponsors
Usergroup contacts:
• @SharePointUtah
• www.facebook.com/UtahSharePointUsersGroup
• www.UTSharePoint.com
Please join us for SharePint!
SharePint will be held at Red Rock Brewing,
254 South 200 West, Salt Lake City, following
the prize raffle

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Practical Business Intelligence with SharePoint 2013

  • 1. Practical Business Intelligence in SharePoint 2013 Ivan Sanders SharePoint MVP/MCT ivan@dimension-si.com @iasanders
  • 3. Ivan Sanders Ivan Sanders is a SharePoint MVP/MCT Author and independent consultant with more than 20 years of broad-based hands-on experience with the design and development of mission-critical applications that include Business Intelligence Dashboards in the enterprise and deployment of Microsoft products, while delivering nothing but Microsoft SharePoint solutions since 2004. Ivan is active in the SharePoint Community through the MSDN and TechNet forums, Teched and PDC Birds of a Feather, SharePoint Saturday, SharePoint Conferences, SharePoint ShopTalk, INETA, GITCA, and Local Southern California User Groups. twitter http://twitter.com/iasanders LinkedIn http://www.linkedin.com/in/iasanders, Blog http://blogs.msmvps.com/ivansanders MVP Profile http://mvp.microsoft.com/en-us/MVP/Ivan%20Sanders-4028951
  • 6. Web & Application Servers Single Server Farms • SharePoint 2010 vs. SharePoint “2013” Comparison: Component SharePoint 2010 Minimum Requirement SharePoint “2013” Minimum Requirement Processor 64-bit, four cores 64-bit, 16 cores RAM 4 GB for developer or evaluation use 8 GB for production use in a single server or multiple server farm 16 GB for developer or evaluation use 32 GB for production use in a single server or in a multiple server farm Hard disk 80 GB for system drive Maintain twice as much free space as you have RAM for production environments. 120 GB for system drive Maintain twice as much free space as you have RAM for production environments.
  • 7. Database Servers Minimum Hardware Requirements • SharePoint 2010 vs. SharePoint “2013” Comparison: Component SharePoint 2010 Minimum Requirement SharePoint “2013” Minimum Requirement Processor 64-bit, 4 cores for small deployments 64-bit, 8 cores for medium deployments 64-bit, 16 cores for small deployments 64-bit, 32 cores for medium deployments RAM 8 GB for small deployments 16 GB for medium deployments 64 GB for small deployments 128 GB for medium deployments Hard disk 80 GB for system drive Hard disk space is dependent on the size of your SharePoint content 120 GB for system drive Hard disk space is dependent on the size of your SharePoint content
  • 8. OLAP vs. Tabular Considerations Feature Multidimensional Tabular RAM Some (16/32 GB) A lot (64/128) RAM Speed Important Crucial Number of cores 4/8/16 4/8/16 Core speed Less Important Crucial Disk speed Very Important Very Important SSD Disk Usage Strongly recommended NA Network speed Important Important Concurrency Pretty good Pretty Good
  • 10. SharePoint 2013 Architecture • In general the model has stayed same as in previous version • Numerous platform level improvements and new capabilities • Shredded Storage • SQL Improvements • Cache Service • Request Management • Themes • Sharing
  • 11. Business Intelligence • Excel Client • Instant analysis through In Memory BI Engine • Power View • Power Pivot • Excel Services • Improved data exploration • Field List and Field Well Support • Calculated Measures and Members • Enhanced Timeline Controls
  • 12. Business Intelligence • PerformancePoint Services • Filter enhancements and Filter search • Dashboard migration • Support for Analysis Services Effective User • Visio Services • Refresh data from external sources – BCS and Azure SQL • Supports comments on Visio Drawings • Maximum Cache Size service parameter • Health Analyzer Rules to report on Maximum Cache Size
  • 13. Visio Services Architecture Visio Web Access Custom Data Providers Visio JSOM Mash-Up API Web Part Connections Visio Proxy Visio Graphics Service VDW/b/m SharePoint Content DatabaseExternal Data Sources Web Front End Application Server Backend SQL OLEDB/ODBCXLSX SP Lists SQL Azure External Lists
  • 14. Excel Services Architecture Excel Web Access Excel Web Services JSOMREST API Excel Proxy User-Defined Functions Excel Calculation Service XLSX/b/m SharePoint Content DatabaseExternal Data Sources Web Front End Application Server Backend
  • 15. Excel Business Intelligence Architecture Tabular Multi- dimensional Data Model External Data Sources Presentation BI Semantic Model ROLAP Excel 2013 SharePoint Insights Power View Business logic and queries Data access MDX DAX MOLAP xVelocity Direct Query OData FeedsDatabases Hadoop SQL Azure & Cloud …and more
  • 16. PerformancePoint Services Architecture Web Parts Web Services Rendering Custom Editors Web Services Authoring SharePoint Data Store Monitoring Services Application Proxy Data Source Extensibility PPS App Settings SharePoint Repository PerformancePoint Services WCF Interface External Data Sources Client Web Front End Application Server Backend HTTP/HTML AJAX/JSON SOAP/XML SharePoint Data Store
  • 18. Best Practices 1. If you haven't created a SQL Installation Answer file or a PowerShell script there is no time like the present 2. Download AutoSpInstaller http://autospinstaller.codeplex.com • Modify the AutoSPInstallerInput.xml with your company SharePoint Service Accounts, WebApps etc. Like SPService, SPAdmin, SPSearch, SPFarm, SPCrawl, SPMySite, SPWebApp. SQLService, SQLAdmin • Modify the search index location • Set WebAnalyticsService Provision="false“ • Extract the Binaries to disk • There is a new GUI for helping you to enter your information if you don’t have an xml editor • One of the many cool things is if the script fails, just modify the input file and run again it will start where it left off 3. Complete post-deployment tasks as required
  • 20. The Business Data Continuum Operational Databases Data Consolidation & Transformation (ETL) Relational Data Warehouse OLAP Cubes OR Tabular Data Reports, Charts, Dashboards & Scorecards
  • 22. Gather Analytical Requirements Design Dimensional Model Design Data Transformations Create OLAP Dimensions & Cubes Design Reports & Analytics Design Presentation Portal BI Solution Design Phases & Components SQL File Data Flow SQL Server Relational Integration Services Analysis Services Reporting Services SharePoint Services
  • 23. What tool should I use? When? PerformancePoint SSAS Grids Graphs Exploration Value Based GaugesScorecards Sparklines Diagrams SSRS
  • 24. Why Tabular?(xVelocity/Vertipaq engine) • The current process for analytics idea to implementation is way too long. • Everyone is familiar with Excel. • Tabular is easier and faster than OLAP !!! • Query tool (DAX) is easier than MDX • Most important: You will quickly make your users heroes when introducing self-service analytics and reporting in Power View.
  • 25. QA
  • 26. Who do you trust
  • 27. Who Do you trust?? • Maurice Prather http://www.bluedoglimited.com/default.aspx • Andrew Connell http://www.andrewconnell.com/blog • Spence Harbar http://www.harbar.net • Heather Solomon http://www.heathersolomon.com/blog • Todd Klindt http://www.toddklindt.com/default.aspx • Todd Baginski http://www.toddbaginski.com/blog • Todd Bleeker http://bit.ly/edlSm5 • Jan Tielens http://weblogs.asp.net/jan • Patrick Tisseghem http://www.u2u.info/Blogs/Patrick/default.aspx • Wictor Wilen http://www.wictorwilen.se • Ted Patisson http://blog.tedpattison.net/default.aspx • Lars Fastrup http://www.fastrup.net • Carsten Keutmann http://keutmann.blogspot.com • Keith Richie http://blog.krichie.com • Bill Baer http://blogs.technet.com/b/wbaer • Sahil Malik http://blah.winsmarts.com • Bil Simser http://weblogs.asp.net/bsimser • Ivan Sanders http://msmvps.com/blogs/ivansanders • Gary LaPointe http://blog.falchionconsulting.com • Shanon Bray http://shannonbray.wordpress.com
  • 29. Codeplex – with Source Code • http://cksdev.codeplex.com • http://startermasterpages.codeplex.com • http://spm.codeplex.com • http://autospinstaller.codeplex.com • http://spsf.codeplex.com • http://slk.codeplex.com • http://smarttools.codeplex.com • http://spviewpermission.codeplex.com • http://bidshelper.codeplex.com • http://almspecialisttoolkit.codeplex.com • http://spsf.codeplex.com • http://sharepointdemobuilds.codeplex.com • http://sushi.codeplex.com
  • 31. Usergroup contacts: • @SharePointUtah • www.facebook.com/UtahSharePointUsersGroup • www.UTSharePoint.com
  • 32. Please join us for SharePint! SharePint will be held at Red Rock Brewing, 254 South 200 West, Salt Lake City, following the prize raffle

Editor's Notes

  • #5: Who i I am nothing but SharePoint Clients
  • #13: Self service
  • #15: Talk about 10 slides
  • #19: 20 minutes 40 minutes demoi
  • #26: Ideas are brought to the team or we think of them (ex: How customers engage with our products?) Identify the data, clean it, and capture it. Build a report in the DW. This usually takes 4, 5, or 6 weeks depending on the data, report, etc. Often times when the stakeholder looks at the report, they say something like "Now that I see this, I really want X.“