data visualization in sharepoint 2013 overview
DESCRIPTION
Data Visualization in SharePoint 2013 Overview. Becky Isserman, @ mosslover , http://www.mosslover.com. 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 - PowerPoint PPT PresentationTRANSCRIPT
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: [email protected]• 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)
Thanks to our User Groups!
Event User Groups
NY Enterprise Windows User Group