SQL has always enabled business intelligence through databases and analysis services. But working with them has historically required a development team. Learn how Microsoft's new suite of BI tools for Excel and SharePoint can put the power of business intelligence back into the hands of your power users.

1. Power BI with SQL, Excel, and SharePoint
Scott Brickey, SharePoint Practice Manager
www.sds-consulting.com

2. About Us
SDS provides SharePoint solutions
Agile development and SharePoint experience create an
optimal solution for your unique SharePoint needs.
• Business Intelligence : Self service, team, and enterprise
• Collaboration, Content Management
• Intranets, Portals, and Public Websites
• Workflow + forms = application
Agile Practices for proven faster delivery, higher quality, & increased business value.

3. A Brief Forward
• Focus on the subject
– LOTS of info!
– Feel free to ask questions
• Slides are available online
www.sbrickey.com/Tech/Calendar
www.sds-consulting.com
www.slideshare.net/Scott_Brickey/SQL-Saturday-Columbus-2014-
PowerBI-with-SQL-Excel-and-SharePoint

4. Business Intelligence Overview

5. Business Intelligence : Personas
Bill the Boss (Consumer)
• Receives reports via email
• Likes to explore the data
Tool Man Tim (Power User)
• Likes to fiddle with the data
• Creates simple models and reports
Data Sheriff Sheldon (BI Architect / Developer)
• Understands complex data relations and modelling
• Designs data warehouse structures and analysis cubes
• Creates data loads and reports

6. Business Intelligence : Use Cases
Self Service
• Personal use
• Immediate timeframe (1 day)
• Only needs to be 75% accurate
Team
Reporting
• Team use
• Additional time to scale and refine (2-3 days)
• Probably needs to be 90% accurate
Enterprise
Reporting
• Enterprise-wide usage
• Accuracy is critical
• Consideration given to data sources, calculations (1 week)

7. Business Intelligence : Tools
Power BI
• Power Query : Data imports with light transformations
• Power Pivot : Data modeling
• Power View, Power Map : Visualizations
SharePoint
• Share Excel files with team
• Data refreshed automatically
Analysis
Services
• Multidimensional models for structured reporting
• Tabular models for ad-hoc reporting

8. Business Intelligence : Tool Uses
Bill the Boss
• Excel
• Pivot Charts/Tables
• SharePoint
• Power View
• PerformancePoint
• Analytic Charts
• Decomposition
Tree
Tool Man Tim
• Excel
• Power Query
• Power Pivot
• Power Map
• SharePoint
• Power View
• Power Pivot
• PerformancePoint
• Dashboard
Designer
Data Sheriff Sheldon
• SSMS : SQL Server
Management Studio
• SSIS : SQL Server
Integration Services
• SSDT : SQL Server
Data Tools
BIDS : BI Dev Studio
• SSRS : SQL Server
Reporting Services

9. Excel
I can take care of this
myself.

10. Excel : Pivot Charts and Tables

11. Excel : Indicators and Spark Lines

12. Excel : Data Connections
• Stored : Embedded or External File
– Office Data Connection (*.ODC) files
• Microsoft : SQL Database, Analysis
Services
– MS Query : SharePoint Lists
• Files: CSV, XML
• Extensible Providers
– ODBC : Access, dBase, Excel,
Paradox, FoxPro, CSV, Oracle
– OLE DB : SQL, Analysis Services,
Active Directory
• Designed for single source
(table/view, file, etc)
– SQL : Relationships are difficult (no
GUI)
– No way to query ACROSS data
sources

13. Power Pivot

14. PowerPivot + Pivot Tables

15. PowerPivot Library Views
• Gallery View

16. PowerPivot Library Views
• Carousel View

17. PowerPivot Library Views
• Theater View

18. PowerPivot : What and Why
• NO row limit (technically)
– Only limited by available RAM
• Not 64k x 256 (up to 2003)
or 1mil x 16k (2007 and above)
– Load ALL the data!
• Relate multiple data sources
• No cube processing
• No penalty for new calculations
• PowerPivot for SharePoint
– Interactive Web Rendering
– Automatic background refreshing of data

19. PowerPivot : Data Sources
• Databases
– SQL Database, Analysis Services, Access
– SQL Azure
– Oracle, Teradata, Sybase, Informix, DB2
– OLE DB / ODBC
• Excel File / Cell Range
– Power Query!
• SSRS Report
• Azure DataMarket
– https://datamarket.azure.com/browse
• Atom Data Feed
• CSV

20. PowerPivot : Modelling

21. PowerPivot
Software Requirements
• SharePoint : Enterprise (Excel Services)
– Excel Services Application
– PowerPivot Service Application
– Secure Store Service
– Claims to Windows Token Service
• SQL : Dev, Eval, Business Intelligence, Enterprise
– RS in SharePoint [Integrated] mode
– Analysis Services : SQL Server PowerPivot for SharePoint

22. Power View
Power Pivot
Reporting Services
SharePoint
LOAD
MODEL
REPORT
EXPLORE
SHARE

23. Power View
In-Browser Editor

24. Power View : Visualizations

25. Power View
Playing with Scatter Plots

26. Power View
• Starts with tabular data
– Excel PowerPivot
– Analysis Services Tabular Mode
– BI Semantic Model file (connection file)
– SQL2012 SP1 CU4? Use your MDX cubes too!
• In-Browser (Silverlight) editor
– RDLX file
• Export to PowerPoint

27. Interlude for Questions

28. SQL Server
Reporting Services
Still learning new tricks with
SharePoint integration

29. Why Integrate Reporting Services
• Include reports in existing SharePoint sites!
– Intranet, Extranet, Public Website
• Recycle Bin, Versioning, Content Approval,
Workflow, Permissions, Authentication
• Power View

30. Reporting Services
Visualizations : Charts
• Column
• Line
• Shape
– Pie, Funnel
• Bar
• Area
• Range
– Area, Stock, …
• Scatter
• Polar

31. Reporting Services
Visualizations : Gauges
• Radial
• Linear

32. Reporting Services
Visualizations : Map

33. Reporting Services
Visualizations : Spark Lines
• Column (bar)
• Line
• Area
• Shape
• Range

34. Reporting Services
Visualizations : Indicators
• Directional
• Symbols
• Shapes
• Ratings

35. Reporting Services
Data Sources
• Microsoft
– SQL Server Database
– SQL Server Analysis
– SQL Azure
– SharePoint List
– SSRS Report Model
– BI Semantic Model for Power View
• Extensible / Standards
– OLE DB
– ODBC
– XML
• Third Party
– Oracle
– SAP NetWeaver BI
– Hyperion Essbase

36. Reporting Services
Reports
• Create with Report Designer (SSDT/BIDS) or Report Builder
• Data Visualizations
– Table/Matrix/List
– Chart
– Gauge
– Map
– Data Bar
– Sparkline
– Indicator
• Subscriptions
– Data Driven Alerts
• Options
– Data : Live, Cached, Snapshot

37. Reporting Services
Report Outputs
• Export to File
– XML, CSV, PDF, Excel (XLSX)
– TIFF, Word, MSHTML
• Export to Data Feed (.atomsvc)
– PowerPivot (default)
– SSIS (via HTTP connection)
– Outlook (yes, really)

38. Reporting Services
Subscriptions
• Event Driven
– On a schedule (Hour, Day, Week, Month)
– When snapshots are created
FormatsDestinations

39. Reporting Services
Data Driven Subscriptions
• Data Source : Report Data Source, Report Data Model
• Query
• Report parameter binding
• Delivery
– Static Values
– Query Fields FormatsDestinations

40. Governance
It’s SharePoint, what did you expect?

41. Governance
• Data Connections
– Using the SERVICE account, I CAN SEE EVERYTHING!
• File Sizes
– 200mb Excel files?
NO PROBLEM!
• Data Refresh
– One way to kill a WAN
• Reporting Services
– Subscriptions
– Abusive Queries
• 800mb – ONE REPORT
– Timeout limits

42. Governance FAIL
• PowerPivot
– 2GB data load
across the WAN
• Reporting Services
– Data feed into Outlook
• SQL Table Locks

43. Governance
• Service Account policies
• Logs / Usage
– Server resources
– Service utilization
• Locate
– Large data models
– Expensive reports

44. Conclusion

45. 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

46. Appendixes

47. 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

48. 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

49. Questions?

50. MORE INFORMATION
• Strategic Data Systems
http://sds-consulting.com
Lunch and Learn sessions
• SharePoint Library
http://sdsSharePointLibrary.codeplex.com/
• Scott Brickey
http://www.sbrickey.com