This presentation provides a high liv overview of some of the self service tools that can be used within SharePoint 2013 to empower users to create their own agile BI
2. The Art and Science of Winning
Visionary thinking. Local expertise.
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11 OFFICES NYC BASED ALL ORGANIC GROWTH
High Competitive Smart Real
Productivity Advantage Pricing Innovation
Innovative Local, highly Flexible,
business and experienced client-
technology teams focused
consulting delivery
6. Continuously Adapting to Data From Everywhere
The Problem:
• Decision Makers need fresh,
innovative BI
• They must manually integrate
External Data
multiple data streams Enterprise Apps
• They must distribute the BI they
create
Excel Access & Ad Hoc Apps
6
7. • The Solution: The MS BI Stack
• Separate
Presentation and
Users
Data Management
Presentation
Tools • Give consumers
and let them make
their own BI
• Use tools that
SharePoint Server
Business Connectivity Services people have spent
Excel Services decades honing
PerformancePoint
• Place BI inline
SQL Reporting Services everywhere
people actually
Data Management work
Tools
• Multiple
Analysis Services SQL Server Integration Services Authentication
Models
7
8. Features by SharePoint Edition (2010 & 2013)
Foundation Standard Enterprise
Business Connectivity Foundation Features, Plus Standard Features, Plus
Services
Compliance Everywhere • Access Services
• Business Data
Business Data
Managed Metadata Integration with the Office
Connectivity Service Client
Service
External Data Column • Business Data Web Parts
Ratings • Business Intelligence
External Lists Center
Search Scopes
• Calculated KPIs
Out-of-the-Box Web • Chart Web Parts
Secure Store Service
Parts • Dashboards
• Data Connection Library
Support for Office Web
• Decomposition Tree
Apps • Deep Refinement
• Excel Services
• Excel Services and
PowerPivot for
SharePoint
• PerformancePoint
Services
• Visio Services 8
9. The Keys to the
Kingdom: Data
Connection
Libraries
9
10. Governing Data Access
Problems:
Multiple Data Sources = Multiple
Security Schemas, Multiple Logins
Difficult to Manage - Data
consumers must constantly
negotiate with data providers to
access data
The Solution:
Data Connection Libraries
Reusable Library Entries =
Single Point of Contact for
Multiple Sources
Manage data access from a
single location
Uses SharePoint Security to
manage access through
AD, SSO or other security
10
12. What is Excel Services?
• Used for Analysis and Presentation
• Centralize the Use of a Spreadsheet
• Connect to External Data
• Web Based Interface (Thin Client)
• Integration with SharePoint Security to Control What Users See
• Allows for Server Based Calculations Excel Calculation Services)
• Leverage Your Enterprise’s Excel Expertise
What it’s not:
• A replacement for Excel
12
13. How is Excel Services used?
2. Producer
Uploads 3. Consumer
Spreadsheet Requests
to SharePoint
• No Code Data/Chart
Producer Consumer
• No Development
SharePoint
Excel Services
• Puts BI tools into the hands of the
people who actually4.know the data
Excel Services
May refreshes
• Leverages existingdiagram anddataskillsetConsumer
Excel
may refresh 5.
Views Data/
Chart
1. Producer
Creates Data
Driven
Spreadsheet in
Excel Data Source
13
14. How does Excel Services work?
Web Front End
Excel Web Access Excel Web Services
Authenticated
SharePoint User
Application Server
User Defined Excel Calculation
Functions Services
SharePoint Document
Internal and External Data
Libraries
14
16. Sharing Documents
Once a connected spreadsheet is complete, deploying
is as simple as uploading to a document library.
16
17. Accessing Spreadsheets
Users can:
• Access other’s BI
• Collaborate on worksheets in real time
• Secure all or parts of a spreadsheet
• Refresh data on open, on a schedule, or as needed
17
18. Embedding BI
Users don’t need to see the whole spreadsheet – using the Excel Web Access
Web Part, all or parts of a spreadsheet can be easily added to a page.
18
19. What’s New in 2013?
In-Memory BI Engine (IMBI): The In Memory multidimensional data
analysis engine (IMBI) (also known as the Vertipaq engine, the same used
by PowerPivot) allows for almost instant analysis of millions of rows.
• Power View Add-in for Excel: Enables users to visualize and interact with
modeled data by using highly interactive visualizations, animations and smart
querying. Users can present and share insights with others through rich
storyboard presentation capabilities.
• Decoupled PivotChart and PivotTable reports: Create PivotChart reports
without having to include a PivotTable report on the same page.
Trend analysis: Supports the ability to conduct trend analysis from cells in
PivotTable reports that use OLAP data
19
20. What’s New in 2013? (cont.)
• Data exploration improvements: Explore data and conduct analysis in
Excel Services reports that use SQL Server Analysis Services data or
PowerPivot data models.
• Field list and field well support: Enables people to easily view and change
which items are displayed in rows, columns, values, and filters in PivotChart
reports and PivotTable reports that have been published to Excel Services.
• Enhanced timeline controls: Excel Services supports timeline controls that
render and behave as they do in the Excel client.
• Application BI Servers: Specify SQL Server Analysis Services servers to
support more advanced analytic capabilities in Excel Services.
• Business Intelligence Center Update: The Business Intelligence Center
site template has been streamlined. New look, easier to use.
20
22. What is Visio Services?
• Allows users to create and share dynamic Visio diagrams and
highly graphical interfaces
• Connect to External Data
• Web Based Interface (Thin Client)
• Integration with SharePoint Security to Control What Users See
• Leverage Your Enterprise’s Visio Expertise
• Integrate diagrams into SharePoint applications
22
23. How is Visio Services used?
2. Producer
Uploads 3. Consumer
Diagram to Requests
SharePoint Diagram
Producer
• No Code Needed Consumer
SharePoint 2010
• No Development Needed
Visio Services
• Puts BI tools into the hands of the
people who actuallyVisio Services the data
4.
know
Refreshes Data
and Diagram
5. Consumer
Views Diagram
1. Producer
Creates Data
Driven Diagram
in Visio 2010
Data Source
23
25. Using and Embedding Visio Diagrams
Using Visio Services is as simple as using Excel Services. Users can:
• Create their own data connected diagrams
• Upload diagrams to a SharePoint Document Library
• View and share all or part of a diagram
• Place diagrams anywhere using a Visio Web Access Web Part
25
26. What’s New in 2013?
Maximum Cache Size: A new service parameter, it is located on the Central
Admininstration Visio Graphics Service Application Global Settings page. The
default value is 5120 MB.
Health Analyzer rules: New corresponding Health Analyzer rules have been
added to reflect the new Maximum Cache Size parameter.
Updated Windows PowerShell cmdlets, Set-SPVisioPerformance: This
cmdlet has been updated to include the new Maximum Cache Size parameter.
Commenting on drawings supported: Users can add meaningful comments
to a Visio Drawing (*.vsdx) collaboratively on the web via Visio Services in full
page rendering mode.
26
28. What is PerformancePoint?
• Displays dashboards within SharePoint
• Allows users to create rich, context-driven
dashboards that aggregate data and content
• Allows for robust security to the end user
• Integrates with multidimensional data sources
• Includes a WYSIWIG Dashboard Designer:
• allows for secure access to limited data by data
managers
• Allows dashboard creators to craft their own BI
to publish to SharePoint
28
29. How Does Performance Point Work?
Databases Consumers
Front End Server
Dashboards, Scorecards, Reports
10%
10% 10%
10% 10%
5
10% 10% 4
10%
10%
10% 3
2
OLAP Application Server 1
Web Services, et al. SP Content and Service Databases
Dashboard Designer
Prepared Data
Data Manager Sets
29
31. Step 1: Adding a Data Source
The initial process in dashboard creation is the creation
of custom data sources. These sources can the be
secured to specific people or groups as needed.
31
32. Step 2: Dashboard Creation
Once data source is available, designers can utilize the data to create the
charts, graphs, KPI’s and dashboards as they see fit. Once completed,
they can publish the results to the SharePoint portal.
32
33. Step 3: Viewing the Dashboard
PerformancePoint Dashboards can be placed in a dedicated BI site such
as the BI Center, or placed in line with other collaborative functionality.
33
34. What’s New in 2013?
BI Center Update: The new BI Center is cleaner, and easier to use with folders
and libraries configured for easy use.
Dashboard Migration: Users will be able to copy entire dashboards and
dependencies, including the .aspx file, to other users, servers, or site
collections.
Filter Enhancements & Filter Search: The UI has been enhanced to allow
users to easily view and manage filters including giving users the ability to
search for items within filters without having to navigate through the tree.
Support for Analysis Services Effective User: Eliminates the need for
Kerberos delegation when per-user authentication is used for Analysis Services
data sources.
PerformancePoint Support on iPad: PerformancePoint dashboards can now
be viewed and interacted with on iPad devices using the Safari web browser.
34
35. Recap
Separate the tasks of data
management and BI generation
Let consumers participate in the
creation of agile BI
Get out of the way of your enterprise
35
Do you have less data than you did 5 years ago? A year ago? A month ago?Data must be manually integrated, comes in a variety of formats, and is secured differently
Give an overview of componentsTalk about pass through vs. impersonated security vs. single account
PowerView is powered by the BI Semantic Model and the VertiPaq engine.Trend Analysis uses data from Analysis Services cubes or PowerPivot data models.
Data Exploration:Users can point to a value in a PivotChart or PivotTable report and see suggested ways to view additional information. Users can also use commands such as Drill Down To to conduct analysis. Users can also apply the Drill Down command by using a single mouse click.
PowerView is powered by the BI Semantic Model and the VertiPaq engine.Trend Analysis uses data from Analysis Services cubes or PowerPivot data models.
By supporting Analysis Services Effective User feature, authorization checks will be based on the user specified by the EffectiveUserName property instead of using the currently authenticated user.