SHAREPOINT AND PROJECT CONFERENCE ADRIATICS ZAGREB, 11/28/2012

PowerPivot, Power View and SharePoint 2013 Server

TOMISLAV PIASEVOLI, PIASEVOLI ANALYTICS LTD

sponsors

Tomislav Piasevoli• Business Intelligence (BI) Specialist

• 10 years of experience - Microsoft SQL Server Analysis Services (SSAS)

• Book author: „MDX with SQL Server 2008 R2 Analysis Services: Cookbook„, Packt Publishing Ltd., 2011.

• Most Valuable Professional (MVP) for SQL Server since 2009.

Abstract• Microsoft SharePoint Server• Business Intelligence (BI) part relies on Microsoft SQL Server

platform• Power View, a tool for visual data analysis• PowerPivot, a tool for data modeling

• This session shows how to:• create a PowerPivot data model in Excel 2013• analyze that model in Power View

• installed as a part of SharePoint 2013 BI platform

Contents• Introduction• Demo - PowerPivot• Demo - Power View• Summary

Introduction• Microsoft BI at a glance• What is PowerPivot• What is Power View• The idea behind

Microsoft BI

Link: Microsoft BI at a glance

Microsoft BI at a glance – 1) Data & Models

Microsoft BI at a glance – 2) Presentation

Microsoft BI at a glance – 3) Clients

PowerPivot• analytical engine for self-service and team BI• extracted from SQL Server Analysis Services• to work as part of Excel or SharePoint

• comes in two flavors:• Excel (self-service BI)

• part of Excel 2013• add-in for Excel 2010

• SharePoint add-in (team BI)• installed using SQL Server 2012 (+ SP1) for SharePoint 2013• installed using SQL Server 2008 R2 for SharePoint 2010

Power View• a tool for creating highly interactive, presentation-ready

reports• intuitive data exploration• encourages ad-hoc reporting• comes in two flavors:• Excel (self-service BI)

• part of Excel 2013• Excel 2010 or previous don’t have it

• SharePoint add-in (team BI)• installed using SQL Server 2012 (+ SP1) for SharePoint 2013• installed using SQL Server 2008 R2 for SharePoint 2010

The idea behind• SCENARIO 1 – Self-service BI• create a PowerPivot data model in Excel 2013• analyze the data in Excel 2013 using Excel Pivot Tables and

Power View• refresh the data on demand• enhance the data model as you go• save the model, data analysis and visualization in the same

file

The idea behind• SCENARIO 2 – Team BI• create a PowerPivot data model in Excel 2013• publish the data model to SharePoint 2013 and create

connections to it• analyze the model using:

• Excel Services and/or Power View on SharePoint• Excel (Pivot Tables and/or PowerView)

• enhance the model locally, then publish again (be careful – dependency)• collaborate

• data refresh is scheduled on a periodical basis• maintenained by SharePoint

The idea behind• SCENARIO 3– Enterprise BI• move the once created PowerPivot data model in Excel 2013

to SQL Server Analysis Services as a Tabular model• create a connection for it in SharePoint 2013• analyze the model using:

• Excel Services and/or Power View on SharePoint• Excel (Pivot Tables and/or PowerView)

• model is enhanced on a server (SQL Server) by IT• collaborate

• data refresh with even finer grain (less than a day)• support and maintenance by IT department or 3rd party

DEMO – POWERPIVOT IN EXCEL 2013

DEMO – POWER VIEW IN SHAREPOINT 2013

Summary• SharePoint as the platform for Microsoft BI• Easy to start with:• PowerPivot for data modeling• Pover View for visual data exploration• Excel and Excel Services for data analysis

• Later:• SQL Server 2012 and/or PowerPivot• Excel, Excel Services, Power View, Reports, Dashboards, ...

• Models are upgradeable (PowerPivot -> SQL Server)

References• „Visualizing Data with Microsoft Power View” by Brian

Larson, Mark Davis, Dan English, Paul Purington; May 2012, McGraw-Hill Osborne Media• „Microsoft PowerPivot for Excel 2010: Give Your Data

Meaning” by Marco Russo and Alberto Ferrari; October 2010, Microsoft Press• „Applied

Microsoft SQL Server 2012 Analysis Services: Tabular Modeling” by Teo Lachev; February 2012, Prologika Press

questions?

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thank you.

SHAREPOINT AND PROJECT CONFERENCE ADRIATICS ZAGREB, 11/28/2012