data visualization in sharepoint 2013 overview

Becky Isserman,@mosslover,http://www.mosslover.com

Data Visualization in SharePoint 2013 Overview

Who Am I?

• MVP 2011 & 2012• MCT• MCPD SharePoint 2010• Worked with SharePoint for 9 Years• Saint Louis Cardinal’s Fan• Harmon.ie Top 25 Influencer

Credits

• John Patrick White• CTO/Co-Founder of UnlimitedViz• SharePoint Server MVP, • SQL Server vTSP• http://whitepages.unlimitedviz.com• @diverdown1964

• Jason Himmelstein• Senior Technical Director, SharePoint at Atrion• SharePoint Server MVP• Microsoft vTSP• Blog: www.sharepointlonghorn.com • Twitter: @sharepointlhorn

Overview

• Framework & What’s New• Requirements, Architecture, Installation• Scaling & Authentication• Features

The Microsoft BI framework

My Context

BI solution created by user. Context is only for user & exists as document.

Personal BI

The Org’s Context

BI Solution created by IT, Established corporate context & is reusable, scalable and backed up.

Organizational BITeam BI

Our Context

BI Solution created by power user. Context is for a small team & it’s managed on a server.

The Microsoft BI Products

Team BI Excel ServicesPowerPivot for SharePointPerformancePointVisio ServicesReporting Services Add-inKPIsFilter Web PartsPower View

ExcelPowerPivotPower ViewVisio

SQL ServerAnalysis ServicesIntegration ServicesReporting ServicesSQL Server Data Tools

Personal BIOrganizational BI

Analytics vs. Structured Reporting

Analytics Structured

Questions that we know we have

ReportsKPIsDashboards

Ad-hoc questions

Drill-throughsAnalytic charts/gridsPivot Tables/chartsDecomposition trees

SharePoint BI 2010

• Excel Services • Reporting Services SP integrated mode• PowerPivot for SharePoint• PerformancePoint

What’s New in Office/SharePoint BI

xVelocity engine in Excel clientPowerPivot

Power View

Per-User Authentication

Power View enhancementsPerformancePoint Styling

Analysis Services SharePoint modePowerPivot for SharePoint not required

Requirements, Architecture, Installation, and Authentication

Excel Services Family Requirements

ExcelOffice Pro Plus license

xVelocity model enabled as required

PowerPivot add-in included, must be enabled

PowerView and-in included, enabled as needed

Excel ServicesSharePoint Enterprise CAL

Included on SP media

Deploys as service application

Requires AS SP Mode for xVelocity and Power View interactivity

PowerPivot for SharePointRequires AS SP Mode and Excel Services

SQL Media

Deploys as SP Service application

Analysis Services SharePoint ModeSQL Server BI or Enterprise

SQL Media

Deploys as SQL service on independent servers

Load balancing performed by Excel Services

Client Configuration

• Enable the PowerPivot Add In• Enable the Power View add in• Turn on the internal model• Use PowerPivot

X-Velocity/PowerPivot Versions

Client versionsSQL 2008R2

SQL 2012

SQL 2012 SP1

Excel 2013

Server versionsPowerPivot for SQL 2008R2

PowerPivot for SQL 2012

Analysis Services SharePoint Mode (2012 SP1)

X-Velocity Compatability Matrix

PowerPivot for SharePoint (SQL Server 2008R2)

PowerPivot for SharePoint (SQL Server 2012)

Analysis Services SharePoint Mode (SQL 2012 SP1)

Excel 2010 with PowerPivot (2008 R2) Yes Yes* Yes*

Excel 2010 with PowerPivot (2012) Yes Yes Yes***

Excel 2010 with PowerPivot (2012 SP1) No Yes** Yes**

Excel 2013 with or Without PowerPivot No No Yes

* Can Only Refresh Slicers** Cannot use SP1 features with Power View*** Limited to pre SP1 PowerPivot feature set

Reporting Services Requirements (IM)

SharePoint FoundationDeploys as SP service application

SQL Server Standard

Analysis Services Tabular EngineRequired for BISM/Power View

SQL Server BI or EnterpriseAlerting

Self service subscriptions

Power View

PerformancePoint Requirements

SharePoint EnterpriseDeploys as SP service application

SQL Server Analysis ServicesFor analytic charts/grids

Installing SharePoint BI Components

OfficeExcel Services

PerformancePoint

Other Stuff

SQL ServerReporting Services

PowerPivot

Analysis Services

Bad Farm Overview

Server OS

SharePoint Foundation

FE Profile Excel Services Search …….

Server OS

SQL Server

SharePoint Foundation

DB SSAS SSIS SSRS PP

Correct Farm Approach

Server OS

SharePoint Foundation

FE Profile Excel Services Search …….

Server OS

SQL Server

DB SSAS SSIS

Self Service BI Light Up Story

Reporting Services Power ViewPerformancePoint Services

Excel ServicesVisio Services

SharePoint 2013 Enterprise

PowerPivot for SharePoint 2013 Reporting Services Power View

PerformancePoint ServicesExcel ServicesVisio Services

SharePoint 2013 Enterprise SQL Server Database Engine

SQL Server Analysis Services

Deploy your SharePoint 2013 Enterprise farms andenable shared services, such as Excel Services, Visio Services and PerformancePoint Services.N

ative

ECS

Feat

ures

1

Install Analysis Services in SharePoint mode andregister the server in Excel Services

to enable the core PowerPivot functionality.Core

BI

Feat

ures

2

Install Reporting Services add-in and Reporting Services in SharePoint-integrated mode

to unlock stunning browser-based data exploration, visualization, and presentation experiences.

3

Pow

er V

iew

Deploy the PowerPivot for SharePoint 2013 Add-Into provide additional capabilities, such as full access to

workbooks as a data source, scheduled data refresh, PowerPivot Gallery, and IT Management Dashboard.Al

l Pow

erPi

vot

Feat

ures

4

Setup & Configuration of Analysis Services SharePoint Mode

Configuration - Analysis Services (SP Mode)

Configuration - Analysis Services (SP Mode)

Configuration - Analysis Services (SP Mode)

Configuration - Analysis Services (SP Mode)

Configuration - Analysis Services (SP Mode)

Configuration - Analysis Services (SP Mode)

Setup & Configuration of PowerPivot for SharePoint

Configuration – PowerPivot for SharePoint

Configuration – PowerPivot for SharePoint

Configuration – PowerPivot for SharePoint

Configuration – PowerPivot for SharePoint

Configuration – PowerPivot for SharePoint

Configuration – PowerPivot for SharePoint

Setup & Configuration Reporting Services in SharePoint Mode

Configuration – SSRS in SharePoint Mode

Configuration – SSRS in SharePoint Mode

Configuration – SSRS in SharePoint Mode

Configuration – SSRS in SharePoint Mode

Configuration – SSRS in SharePoint Mode

Configuration – SSRS in SharePoint Mode

Configuration – SSRS in SharePoint Mode

Configuration – SSRS in SharePoint Mode

Configuration – SSRS in SharePoint Mode

Setup & Configuration PerformancePoint

Configuration – PerformancePoint

Configuration – PerformancePoint

Configuration – PerformancePoint

Configuration – PerformancePoint

Configuration – PerformancePoint

Configuration – PerformancePoint

Scaling & Authentication

Single Server with BI

Server OS

SQL Server

SharePoint Foundation

FE Profile Indexer Search Metadata Excel Services …. SSRS PP

2 Server Farm with BI

Server OS

SharePoint Foundation

WFE Profile Excel Services Search ……. SSRS PP

Server OS

SQL Server

DB SSAS SSIS

Separate Roles

Server OS

SharePoint Foundation

Profile Excel Services

Search ……. SSRS

Server OS

SQL Server

DB SSAS SSIS

Server OS

SharePoint Foundation

FE

Server OS

SQL Server

Analysis Services – SharePoint ModePP

BI Integration – Mixed Roles

Server OS

SharePoint Foundation

Profile Crawl Metadata

Server OS

SQL Server

DB SSAS SSIS

Server OS

SQL Server

Analysis Services – SharePoint Mode

Server OS

SharePoint Foundation

FE Search Excel Services SSRS PP

SSS

Large Farm Deployment

Server OS

SharePoint Foundation

Profile Indexer Search ……. SSRS

Server OS

SQL Server

DB SSAS SSIS

Server OS

SharePoint Foundation

FE

Server OS

SQL Server

Analysis Services – SharePoint Mode

Server OS

SharePoint Foundation

Profile Indexer Search ……. SSRS

Server OS

SharePoint Foundation

Profile Indexer Search ……. SSRS

Server OS

SharePoint Foundation

Profile Excel Services Search ……. SSRS

Server OS

SharePoint Foundation

FE

Server OS

SharePoint Foundation

FE

Server OS

SharePoint Foundation

FE

Server OS

SQL Server

Analysis Services – SharePoint Mode

Server OS

SQL Server

Analysis Services – SharePoint Mode

Server OS

SQL Server

Analysis Services – SharePoint ModePP

Scaling BI Services

• Reporting Services• Add Reporting Services – SharePoint to all application servers• Add Reporting Services Add-In to all front end servers (+)

• xVelocity/Analysis Services/PowerPivot• Install on standalone server for Analysis Services SharePoint Mode• Install on application server for both• Separate PowerPivot Add-in available as a download (SQL Feature Pack) -

http://www.microsoft.com/en-us/download/details.aspx?id=34702

Authentication

SQL Server Analysis Services Analysis Services - SharePoint Mode

Excel Services No Yes No

Reporting Services Yes Yes No

Power View N/A Yes No

PerformancePoint No Yes No

Both SETUSER() and EFFECTIVEUSERNAME require elevated permissions (Administrator for AS, dbowner or sysadmin for SQL)

Features

Excel Services

• “Gallery” Mode• 3D Charts• Interactive PivotCharts• PivotTable Field Well• Timeline Slicers• Quick Explore• Mobile device support• Excel Interactive View

Excel Services

PerformancePoint

• Themes• BICenter (Dashboard Designer in the ribbon)• Filter Enhancements• Filter Search• Custom Target Applications• Easy Server-side Migration Dashboard• Dashboard Designer Authentication• Improved PerformancePoint Support on iPad

PerformancePoint

Reporting Services

• View and interact with reports on iOS devices• Enables Power View 2013• SharePoint mode report server

Leverage SharePoint scale-out functionality for Reporting Services Service Applications.The new Reporting Services shared service is hosted in SharePoint Shared Service Application pool.The new Reporting Services service applications support Claims based authentication.SharePoint cross-farm support for viewing reports.Support for SharePoint backup and recovery and end-to-end SharePoint ULS logging.

• Data AlertsDefine and save data alert definitionsRun data alert definitionsDeliver data alert messages to recipients

• Excel Renderer & Word Renderer

Reporting Services

PowerView

• Visualizations include:• Matrices• Charts• Cards• Tiles• Scatter and bubble charts• Maps

• The design experience consists of:• Ribbon• Canvas• Filter area• Field List• Layout selection

PowerViewPower View in Excel Power View

in Excel ServicesPower View

(SQL edition) Office 365 “O15”

All Visualizations Yes Yes Yes Yes

Power View Authoring Yes No Yes No

Cross Visualization Interactivity Yes Yes Yes Yes

External images Yes, anonymous Yes, anonymous Yes No

Workbook or Model Size Max Workbook Size AS Limits AS Limits 5 MB CTP10 MB RTM

Export to PowerPoint No No Yes No

Reorder Power View views No No Yes No

Connecting to UDM (multidimensional) No No Yes No

Offline Mode Yes No No No

Multiple External Models Yes Yes No Yes

Report Zoom No Browser Zoom Browser Zoom Browser Zoom

Reading & Presentation Mode No No Yes No

Silverlight V5 required on client Yes Yes Yes Yes

PowerView

Office BI Strategy

The stack:Data Analysis with SQL

Analysis ServicesSQL ServerIntegration Services

The Tool:End user exploration

ExcelPower ViewPowerPivot

The Tool:Sharing

Excel ServicesVisio ServicesPerformancePoint

Self Service BI Reference Architecture

RelationalDatabases

BusinessApplications

Files OData Feeds Cloud ServicesDeployedBI Semantic

Models

Third-PartyReportsExcel PowerPivotPower ViewSharePointInsights

SQL ServerData Warehouse

SQL ServerIntegration Services

SQL ServerAnalysis Services

SQL ServerReportingServices

SQL ServerMaster Data Services

SharePoint Server

Excel Services

Search

Visio Services

PerformancePoint ServicesPowerPivot Add-In

Reporting Services Power View

Audit and Control Management Server

Dat

a Ti

er

Self-Service BI GovernanceCorporate BI and Data Governance

Info

rmati

on T

ier

Pres

enta

tion

Tier

Clie

nt T

ier

Demo

• mssalesdemo.com

Questions

Contact Information

• Blog: http://www.mosslover.com• Twitter: @mosslover• Email: rebecca.isserman@gmail.com• Company Website: http://www.bluemetal.com

Blog: http://powertoe.wordpress.com/

Twitter: @toenuff

Tome Tanasovski PowerShell MVP

Blog: Too cool for one

Twitter: Too cool for one

Edwin Woo Windows Extremist

Blog: http://blog.reefsolutions.com

Twitter:@bserebin

Ben Serebin Exchange Junkie

Thanks to our Organizers!

Eric Fellen

Website: http://www.nyewin.org

Ken Reid

Website: http://www.nyewin.org

Jason Gallicchio SharePoint Enthusiast

Twitter: @jasongall

User Group Communities

• Meetings: First Wednesday of the month, 5:30 to 7:30 PM, Microsoft NYC Office

• Web: http://www.meetup.com/NYCSPUG/

•

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 (NYExUG)

• Meetings: First Thursday of the month, 6:00PM, Microsoft NYC Office

• Web: http://www.nyewin.org/

NY Enterprise Windows User Group (NYeWin)

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Event Sponsors

Thanks to our User Groups!

Event User Groups

NY Enterprise Windows User Group