Hitchhiker’s Guide to SharePoint BI
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This document provides an overview and agenda for a presentation on business intelligence and big data technologies. The presentation covers tools such as Excel, PowerPivot, Power View, Reporting Services, PerformancePoint, and HDInsight for working with data from sources like SQL Server, Oracle, DB2, and Hadoop. It discusses self-service BI capabilities and how these tools work with the Microsoft BI stack and platform.
Hitchhiker’s Guide to SharePoint BI
- 1. Hitchhiker’s Guide to SharePoint BI (and Big Data too) ◦ Andrew J. Brust, Founder and CEO, Blue Badge Insights
- 2. Meet Andrew CEO and Founder, Blue Badge Insights Big Data blogger for ZDNet Microsoft Regional Director, MVP Co-chair VSLive! and 17 years as a speaker Founder, Microsoft BI User Group of NYC • http://www.msbinyc.com Co-moderator, NYC .NET Developers Group • http://www.nycdotnetdev.com “Redmond Review” columnist for Visual Studio Magazine and Redmond Developer News brustblog.com, Twitter: @andrewbrust 2
- 3. Andrew’s New Blog (bit.ly/bigondata)
- 4. Read all about it!
- 5. The 2010 Business Intelligence Stack, Overall Business User Experience Data Infrastructure and BI Platform Analysis Services Reporting Services Integration Services Master Data Services Data Mining Data Warehousing Business Collaboration Platform Dashboards & Scorecards Excel Services Web based forms & workflow Collaboration Search Content Management LOB data integration Familiar User Experience Self-Service access & insight Data exploration & analysis Predictive analysis Data visualization Contextual visualizationBusiness Collaboration Platform Information Platform
- 6. Today’s Stack Data Warehousing Analytical Repository Enterprise Info. Mgmt. (EIM) Analysis Tools Big Data SQL Server Enterprise, Fast Track, PDW SQL Server Analysis Services Excel, Excel Services Power View Integration Services, Master Data Services, Data Quality Services HDInsight (Hadoop)
- 7. The 2010 Presentation Flow PerformancePoint Services Excel Services Excel SQL Server Tera- Data Oracle DB2 Reporting Services
- 8. Agenda Excel as an analysis client PowerPivot, Excel Services Power View Reporting Services, PerformancePoint HDInsight/Hadoop (Big Data) 8
- 9. EXCEL AS AN ANALYSIS CLIENT
- 10. PivotStuff PivotTable, and linked charts (sometimes referred to as PivotCharts) work extremely well with OLAP cubes How to create a PivotTable: • Ribbon’s Data tab (From Other Sources button/From Analysis Services option or Existing Connections button) • Insert tab (PivotTable “split button”) How to insert a chart • PivotChart button on PivotTable Tools/Options tab • Several others
- 11. Formula Language CUBE Functions CUBEMEMBER and CUBEVALUE • Also CUBEKPIMEMBER, CUBEMEMBERPROPERTY, CUBERANKEDMEMBER, CUBESET and CUBESETCOUNT IntelliSense style support • In a cell, type “=CU” and all CUBE formulas will display • Select one with arrow keys and hit Tab • When prompted for connection, type " and view pop-up list • Other pop-ups activate on " or "."
- 12. At Your Service “Range Drag” and relative formula support on CUBEVALUE CUBEVALUE and Data Bars go great together Ability to convert PivotTables to formulas
- 13. Excel as an Analysis Client
- 15. Self-Service BI with PowerPivot Excel + Analysis Services + SharePoint Enables the working in Excel but mitigates the “spreadmart” pitfalls: • Use Analysis Services (AS) as a hidden engine •Instead of no engine • Share via SharePoint, accessible by all AS clients •Instead of “deploying” via email • Formal data refresh on server •So data doesn’t get stale, and users don’t have to make effort at updating • Allow IT to monitor •So it’s not all rogue • Provide path to more rigorous implementations •Can be upsized to Analysis Services
- 16. How Do You Get PowerPivot? For Excel 2010: • Download the add-in from www.powerpivot.com • Get 32-bit or 64-bit version, depending on your version of Office (not Windows) • Run the installer For Excel 2013: • Requires Excel ProPlus retail product under volume license, or an Office 365 ProPlus, Enterprise E3 or E4 subscription • It’s still in add-in, installed but not activated by default • Same goes for Excel version of Power View
- 17. PowerPivot Guidebook Table tabs View data in Excel DAX formula bar Relationship indicator Import data from almost anywhere Sort and filter Calculated column entry
- 18. Modeling the Data KPIs Calculations Data and Diagram views Calculation area Calculation formula Sort one column by another
- 19. Diagram View Default Aggregations Special Advanced Mode Reporting properties Hierarchies Hide specific columns and tables Create relationships visually KPIs Perspectives Calculations
- 21. Excel Services A component of SharePoint Server 2007+; requires Enterprise CAL Allows export of workbook, worksheet, or individual items to SharePoint report library • Works great for PivotTables and Charts! • Also for sheets with CUBExxx formulas or conditional formatting-driven “scorecards” Content can be viewed in browser • Excel client not required • Drilldown interactivity maintained • Rendered in pure HTML and JavaScript • Parameterization supported
- 22. PowerPivot Server Publish to Excel Services Viewing and interacting Data Refresh Treating as SSAS cube • 2008 R2 version: URL to .xlsx as server name • 2012 version: use POWERPIVOT named instance and treat just like SSAS • DB name is GUID-based; best to discover it Use Excel, Reporting Services as clients • And now Power View too…more later
- 23. The IT Dashboard Increase IT efficiency: Familiar Technologies for Authoring, Sharing, Security, and Compliance Customizable IT Dashboard Visualize usage with animated charts Simplify management of SSBI content using IT Operations Dashboard for SharePoint
- 24. SQL Server Analysis Services Two Modes: • Multidimensional (was the only mode until SQL Server 2012) • Tabular (the SSAS version of PowerPivot) Both modes query-able by various clients: • Excel • Excel Services • Reporting Services • PerformancePoint • Even PowerPivot Only Tabular mode is query-able by Power View • Power View wedded to BISM, so PowerPivot on SharePoint works too • Let’s talk about Power View now… 24
- 25. POWER VIEW
- 26. What is Power View? Ad hoc reporting. Really! Analysis, data exploration Data Visualization In Silverlight, in the browser, in SharePoint • And now in Excel 2013, too Is actually based on SSRS • Power View makes a special RDL file
- 27. Power View Data Sources Power View works only against BISM DirectQuery mode supported, however Support for SSAS Multidimensional cubes coming Gist is this: Power View emits DAX expressions • PowerPivot and SSAS Tabular support DAX (Data Analysis eXpressions). • SSAS Multidimensional will support DAX soon
- 28. Create a Power View Report In Excel 2013, click Power View button on Insert tab of ribbon • Make sure add-in is activated In SharePoint, click “Create Power View Report” button or option on workbook in PowerPivot Gallery For SSAS tabular model, create BISM data source, then click its “Create Power View Report” button or option • BISM data sources can point to PowerPivot workbooks too, if you want. Can export to PowerPoint and view there
- 29. Power View
- 31. SSRS and Report Builder Report Builder 3.0 • Familiar Microsoft Office Interface • Powerful Wizards • SharePoint list as data source • Powerful Query Designer • Flexible Layout Options w/ rich visualizations • PowerPivot as data source
- 33. Report Parts Skilled SSRS designers can publish report parts • From Report Builder 3.0 or VS report projects End users can pick them from a gallery • A task pane, in Report Builder 3.0, with search capability • Cannot select from VS report designer What can be published?: • Tablixes (i.e. tables, matrices) • Rectangles • Images, Charts, Gauges, Maps • Parameters and Lists All aided by new ability to share Datasets and original ability to share Data Sources
- 34. Easy to Publish; Easy to Select
- 35. PerformancePoint Services (PPS) Scorecards Cascading scorecards with interactive charts and data from multiple sources Analytics Multi- dimensional slice and dice for advanced analytics including decomposition tree, performance map, and perspective view
- 36. PPS Capabilities Analytic Grids & Charts • PPS’ own data visualizations • AJAX-based interactive analytics capabilities Scorecards • Key Performance Indicators • Objectives • Dimensions Dashboards • Bird’s eye view of business activities • Display Analytic Grids and Charts; Scorecards • Integrate SSRS, Excel Services (including PowerPivot) content • Add Filters
- 38. Microsoft HDInsight Developed with Hortonworks and incorporates Hortonworks Data Platform (HDP) for Windows Windows Azure HDInsight and Microsoft HDInsight (for Windows Server) Single node preview runs on Windows client Includes ODBC Driver for Hive And Excel Add-In that uses it JavaScript MapReduce framework Contribute it all back to open source Apache Project
- 39. The New Presentation Flow Relational Data Hadoop/HDFS Unstructured Data SSAS Tabular Power View Excel
- 40. Thank you andrew.brust@bluebadgeinsights.com @andrewbrust on twitter Want to get on Blue Badge Insights’ list?” • Text “bluebadge” to 22828
- 41. Blog: http://www.bobhunt.net/ Twitter: @bobhms Bob Hunt “The” Microsoft IT Pro Evangelist Blog: http://powertoe.wordpress.com/ Twitter: @toenuff Tome Tanasovski PowerShell MVP Blog: www.ngenioussolutions.com/blog Twitter: @nilaish Nilesh Mehta SharePoint Architect Blog: Too cool for one Twitter: Too cool for one Edwin Woo Windows Extremist Blog: http://ehlotech.blogspot.com Twitter:@bserebin Ben Serebin Exchange Junkie Thanks to our Organizers!
- 42. Blog: http://www.bobhunt.net/ Twitter: @bobhms Bob Hunt “The” Microsoft IT Pro Evangelist Website: http://www.nyewin.org Twitter: @NYeWin Eric Fellen Website: http://www.nyewin.org Ken Reid Thanks to our Organizers! Jason Gallicchio SharePoint Enthusiast Twitter: @jasongall
- 43. Techstravaganza Communities • Meetings: First Wednesday of the month, 5:30 to 7:30 PM, Microsoft NYC Office • Web: http://www.sharepointusergroup.org/NewYork/Default.aspx NYC SharePoint User Group Princeton Area SharePoint User Group NYC PowerShell User Group • Meetings: Fourth Wednesday of the month, 6:00 to 8:00 PM, Infragistics Building Cranberry NJ • Web: www.princetonsug.com • Meetings: Second Monday of the month, 6:00PM, Microsoft NYC Office • Web: http://powershellgroup.org/nyc • Meetings: Second Tuesday of the month, 5:45PM to 9PM, Microsoft NYC Office • Web: www.nyexug.com New York Exchange User Group • Meetings: First Thursday of the month, 6:00PM, Microsoft NYC Office • Web: http://www.nyewin.org/ NY Enterprise Windows User Group
- 44. Thanks to our Sponsors! Event Sponsors
- 45. Thanks to our User Groups! Event User Groups
Editor's Notes
- #5: http://www.chegg.com/textbooks/foundations-of-sql-server-2008-r2-business-intelligence-2nd-edition-9781430233244-1430233249http://www.chegg.com/textbooks/smart-business-intelligence-solutions-with-microsoft-sql-server-2008-1st-edition-9780735625808-0735625808