Dogfood 2012 - Decoding the Business Intelligence Alphabet Soup
1. Decoding the Business Intelligence
Alphabet Soup
SSRS, KPI, OLAP, BISM and more!
Scott Brickey, SharePoint Practice Manager
www.sds-consulting.com
2. About Us
SDS Custom SharePoint Solutions
Agile development and SharePoint coding experience to
create an optimal solution for your unique SharePoint
application and integration needs.
· Workflow & InfoPath Forms for Business Process
Automation
· SharePoint Reports & BI Integration
· Portals & Collaboration
· Content Management
Agile Practices for proven faster delivery, higher quality, & increased business value.
3. A Brief Forward
• LOTS of info!
– Feel free to ask questions throughout
• LOTS of slides (approx 100)
– Focus on the concepts and areas of interest
• Slides are available online
www.sbrickey.com/Tech/Calendar
www.sds-consulting.com
www.slideshare.net/Scott_Brickey/dogfood-2012-decoding-the-business-
intelligence-alphabet-soup
– DON’T write everything down
4. Business Intelligence Tools :
A brief history
1993 • Excel – Pivot Tables
1998 • SQL Server Analysis Services
2000 • Excel – OLAP support
2004 • SQL Server Reporting Services
5. Business Intelligence Tools :
Yesterday, Today, and Tomorrow
2007
Excel: 2010
- PivotTable improvements
- Conditional Formatting Excel: 2012
- Row limit improvements - Pivot Table Slicers
- Spark Lines Excel: 2013
SharePoint: - PowerPivot
- Excel Services SharePoint: SharePoint: Excel:
- PerformancePoint Services - Excel Services - PowerPivot for Excel Svcs - Power View
- SSRS Integrated Mode improvements Analysis Services:
- Visio Services - Tabular Mode SharePoint:
Report Services: - PerformancePoint support
- SharePoint Service App for iPad
- Power View
6. Agenda
• Data Silos and Data Warehouses
• Reporting Services
• Excel Services
• Visio Services
• Performance Point
• Power Pivot and Power View
8. Data Silos
• Where does data live?
– Line of business systems (OLTP)
• Databases : SQL, Oracle, etc
• Data Exports : CSV
– Excel files
– SharePoint Lists
• Also accessible via RSS, OData
– Elsewhere
• RSS, Atom, OData, etc
11. Why Reporting Services?
• Free
– Limited to local SQL Express data only
• Except when using linked servers
– No scheduled/unattended reports
• Already in use
• Convert Access reports, train report builders
• No dependency on SharePoint editions
• Reuse your SharePoint portal
– Intranet, Extranet, website
12. Reporting Services Native Mode (2005)
Minimally Integrated
• Install from RSWebParts.cab
– C:Program Files (x86)Microsoft SQL Server110ToolsReporting
ServicesSharePointRSWebParts.cab
• Integration via Web Parts
– Report Explorer
• Link to Report Builder
– Report Viewer
• same as the ReportViewer ASP.Net control
• Basically an IFrame
• Contents stored on SSRS
• Client connects directly to SSRS
– Firewall and other considerations
13. Reporting Services Integrated Mode
(2008 & 2008 R2)
Deeply Integrated – Single Dedicated Report Server
• SSRS Configuration SharePoint Mode
• Central Admin General Application Settings
• Content stored in SharePoint
– Utilize SharePoint’s security model, Versioning, Approvals, Workflows
– Logging, AAM’s, Claims based auth
• RS Content Types
– Report Data Source *.RSDS connection string
– Report Builder Model (DataSet) *.RSD query
– Report Builder Model (Semantic) *.SMDL
– Report Builder Report *.RDL
• Remove the Report Explorer web part (unnecessary)
• Client connects THROUGH SharePoint (double/triple hop)
14. Reporting Services 2012
Completely Integrated – Scalable Dedicated Servers
• SSRS Configuration SharePoint Mode
• Central Admin Service Application
– Scalable Architecture
• Scheduled Report Jobs
– Data Driven subscription
– Report snapshots for historical data
• Power View
– Interactive Designer
– Timeline “Play” button
– (more on this later)
15. Reporting Services
Data Sources
• Microsoft • Extensible / Standards
– SQL Server Database – OLE DB
– SQL Server Analysis
– ODBC
– SQL Azure
– SharePoint List – XML
– SSRS Report Model
– BI Semantic Model for Power View
• Third Party
– Oracle
– SAP NetWeaver BI
– Hyperion Essbase
16. Reporting Services
Data Sets
• Single query (fields, filters)
• Single source
• Data provider specific language
– TSQL, MDX, XMLA
• Dataset (file) security
21. Reporting Services
Data Models
• Data Models are SSRS Data Sources
• Describes data and relationships
• Automatically generated from SQL Database or
OLAP Cube
– Exploring the tables, views,
fields, relationships
• Model Item-level permissions
• SQL Express NOT supported
• Click Through Reports
42. Excel : Usage
• Data Connections
– Fairly easy to create
– Can be centralized in a SharePoint connection
library
• Permissions, Version History, Content Approval
• Good for testing
– Designed for single source (table/view, file, etc)
• SQL : Relationships are difficult (no GUI)
• No way to query ACROSS data sources
43. Excel : Usage
• Excel formatting options
– Numbers, Currency, Date/Time, etc
• Easy and intuitive
– On the fly changes (filters, slicers, etc)
44. SharePoint : Excel Services
• Web Parts
– Render Excel document in web part
– Limit access with Named Items
– Relate web parts with filters using Web Part
Connections
• Office Web Applications
– View/Edit Excel document in web browser
48. PerformancePoint
Dashboards
• Dashboards are web part pages
• Dashboards are composed of Items and Reports
– Created using PerformancePoint Data Connections
– Stored individually, to be reused
49. PerformancePoint
Dashboard Items
• Data Sources
• Key Performance Indicators (objectives)
– Actual vs Target (goal)
• Indicators
– Gauges, Progress Bars, Stoplights, etc
• Filters
• Scorecards
– Hierarchical grouping of KPIs
63. BI : Letting go of the past
• Excel
– Dominant tool for Agile BI
– Known limitations
• 2003 65,536 rows x 256 columns
• 2007/2010 1,048,576 rows x 16,384 columns
• SSAS
– MDX and TSQL are very different
– Different toolset
• Computing resources are underutilized
– Multiple Processors, Multiple Cores
– Gigabytes of memory
64. PowerPivot : Back to the Future
• Vertipaq Engine
• Keep ALL the data
– Query data ONCE
– Utilize compression
– Relate data ACROSS data source
– Data is cached within the document
65. PowerPivot : Excel 2010, SharePoint
Enterprise, and SQL Enterprise
• NO row limit (technically)
– Only limited by available RAM
• No cube processing
• No penalty for new calculations
• Add-in for Excel
• Add-in for SharePoint Excel Services, which uses special SQL
Analysis instance (‘POWERPIVOT’)
– Data caching
– Automatic background refreshing of data
– New SharePoint list views / visualizations
66. PowerPivot : Data Sources
• Databases
– SQL Database, Analysis Services, Access
– SQL Azure
– Oracle, Teradata, Sybase, Informix, DB2
– OLE DB / ODBC
• Excel File
• SSRS Report
• Azure DataMarket
– https://datamarket.azure.com/browse
• Atom Data Feed
• CSV
73. PowerPivot
Software Requirements
• Excel 2010
• SharePoint : Enterprise (Excel Services)
– Excel Services Application
– PowerPivot Service Application
– Secure Store Service
– Claims to Windows Token Service
• SQL : Dev, Eval, Enterprise, Data Center
– RS in SharePoint [Integrated] mode
– Analysis Services : SQL Server PowerPivot for SharePoint
77. SQL Analysis Services : Tabular
PowerPivot for ALL
• PowerPivot for the Server
• Excel File -> Business Intelligence Model file
(*.BIM)
• Two data query options
– Vertipaq / In-Memory mode
– DirectQuery mode
78. Building your BIM
• SQL Data Tools (formerly BIDS)
• Create BIM from scratch
– Similar experience as PowerPivot for Excel
– Some extra features (permissions, processing
mode, etc)
• Import Excel PowerPivot file
79. BI Semantic Model
Connection Files to Tabular Data
• Office Data Connection (ODC) files
– Open with Excel
– NOT compatible with tabular data
• BI Semantic Mode (BISM) files
– Open with Excel and PowerPivot
– Connect to SSAS Tabular OR Excel PowerPivot file
87. Final Thoughts
• BI starts with the end user
– Connect to the data, wherever it is
• BI should be easy to share
– Available to the users, wherever they are
• BI should be agile
– Requirements change, mistakes happen
• BI should be promotable
– Optimize the use of resources
89. Acronyms
• BIDS Business Intelligence Development Studio
• BIM Business Intelligence Model (Tabular mode)
• BISM Business Intelligence Semantic Model
• DAX Data Analysis eXpression
• DMX Data Mining eXpression (OLAP mode)
• KPI Key Performance Indicator
• MDX Multi Dimensional eXpression
• MOLAP Multidimensional Online Analytical
Processing
90. Acronyms
• PPS Performance Point Services
• OLTP OnLine Transaction Processing
• OLAP OnLine Analytical Processing
• ROLAP Relational Online Analytical Processing
• SSRS Sql Server Reporting Services
• SSAS Sql Server Analysis Services
• SSIS Sql Server Integration Services
• TSQL Transact Structured Query Language
• XMLA XML for Analysis
-- OR –
Multidimensional eXpressions Language
91. Supported Data Sources
• Reporting Services
– SQL, SSAS, SQL Azure, SharePoint, SSRS Report
Model, BI Semantic Model for Power View
– Oracle, SAP NetWeaver BI, Hyperion Essbase
– OLE DB, ODBC, XML
• PowerView
– BISM
– Excel PowerPivot document
93. Supported Data Sources
• Visio
– Excel workbook
– Access database
– SharePoint list
– SQL database
– OLE DB, ODBC
94. Supported Data Sources
• PerformancePoint
– SQL Database
– SQL Analysis Services
– Excel workbook
– SharePoint list
95. Supported Data Sources
• SSAS Tabular Mode
– Relational Database: SQL, Azure, Access, Oracle,
Teradata, Sybase, Informix, DB2, OLE DB, ODBC
– Multidimensional Database: SSAS
– Data Feeds: SSRS, Azure DataMarket, Data Feed (Atom)
– Files: Excel, TXT/CSV
• BISM
– Excel PowerPivot document
– SSAS Tabular Model
96. SharePoint Features, Content Types,
and File Extensions
• SP Foundation
– Office Data Connection (Excel, Visio) ODC
– Universal Data Connection (InfoPath) UDCX
• SC : Report Server Integration Feature
– Report Data Source RSDS
– Report Builder Model (Data Set) RSD
– Report Builder Model (Semantic Model) SMDL
– Report Builder Report RDL
• SC : PerformancePoint Services Site Collection Features
– PerformancePoint Data Source PPSDC
• SC : PowerPivot Feature Integration for Site Collections
– BI Semantic Model Connection BISM
– Data Service Document ATOMSVC
• SC : Power View Integration Feature
– Power View Report RDLX
97. File Types and Extensions
By authoring tool
• SQL Server Analysis Services / Data Tools
– Business Intelligence Model BIM
• Power View
– Power View Report RDLX
98. References
• Requirements for SSRS (2008 R2) in Integrated Mode
http://msdn.microsoft.com/en-us/library/bb283190.aspx
• Requirements for SQL 2012 (PowerPivot and SSRS) in Integrated
Mode
http://msdn.microsoft.com/en-us/library/ee210640.aspx
• Installing SSRS Integrated Mode for SharePoint 2013
http://msdn.microsoft.com/en-us/library/jj219068.aspx
• Hardware Requirements for PowerPivot
http://msdn.microsoft.com/en-us/library/ee210640.aspx
• System Requirements for Power View
http://technet.microsoft.com/en-us/library/hh560549.aspx
• PowerPivot BI Semantic Model Connection
http://technet.microsoft.com/en-us/library/gg471575.aspx
• SSRS Subscriptions and Delivery
http://msdn.microsoft.com/en-us/library/ms159762.aspx
100. MORE INFORMATION
SDS SharePoint Webcasts:
• Managing Content and Maximizing Search, 11/2
• Sharing Business Insights – Integrating with Business
Intelligence Reports, 11/30
• Visit http://sds-consulting.com to register
• SharePoint Library for various components.
http://SDSSharepointLibrary.codeplex.com/
SharePoint Lunch and Learns
Publications on the SDS website and blog
http://sds-consulting.com
http://www.sbrickey.com
