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Chris McNulty 
CTO HiSoftware 
SharePoint Fest Chicago 2014
Meet Chris McNulty @cmcnulty2000 
14 years in 
SharePoint, 20+ in IT 
MVP MCP MCSE 
MCTS VTSP MSA 
3 children (Devin, 
Nate, Rachel) and 
my wife Hayley
Our Solutions 
Secure Access, IAM 
and Application 
Security 
• User/app centric 
• Content-centric IAM 
Data Security, 
Content Control and 
Management 
• File analysis 
• DLP 
Web Governance 
• Accessibility 
• Site Quality 
• Compliance & Privacy
Presentation governance 
 In scope 
 200 level overview of Access Apps 
 Out Of Scope 
 Visual Studio 
 Rules 
 Demos are cloud based 
 Move fast, PowerPoint is shared 
 Questions – time permitting during session 
 Any time after session – email etc. - @cmcnulty2000
http://1drv.ms/1IvGFgh 
These slides…
Access Desktop 
End user data 
interface 
Access external data 
Access Services 2010 
Database “upsizing” 
Conversion 
complexity 
Access Apps 
Simplified Design 
Surface 
Create SP Apps
Unknown/uncontrolled data applications 
Bad/broken end-user applications 
Inefficient business processes 
Backlog of IT requests 
No data access control/backup 
Difficult application sharing 
Lack of upgrade path
Access Services 2013 
The easiest way for a non-developer 
to build and publish 
apps for SharePoint 
Visual Studio 2013 
A great end-to-end 
development experience for 
highest customization 
“Napa” Office 365 
Development Tools 
A lightweight, in-browser 
development experience
Access 2013 Web Apps 
1. 
2. 
3. 
Web App Model 
SharePoint 
SQL 
Database
Access Services 
Tables & Data 
2012+ 
Azure
View and Edit Data 
Database Design 
Advanced Reporting & Integration 
• Desktop Access Reports 
• Excel 
• Power View 
• Crystal Reports 
• Custom Websites (.NET, PHP, etc.)
3. Search and filter 
4. Add and edit items 
2. Choose view 
1. Choose table
Open your app in Access 
to make design 
modifications
3 ways to 
get 
started 
with data 
Start from 
scratch with a 
Blank Table 
Get a head start with 
Table Templates 
Use an existing data source
Home  Create  Advanced 
Query 
Blank View 
List View 
Datasheet View 
Macro 
Data Macro 
On Start Macro 
Expand Navigation Pane 
to view app objects
 
 
 
 
 

 
 
 
 

Add-PSSnapIn Microsoft.SharePoint.PowerShell -ea 0 
$account = Get-SPManagedAccount "SPDEMOspfarm" 
$appPoolAppSvc = New-SPServiceApplicationPool -Name AppServiceAppPool -Account $account 
$appSubSvc = New-SPSubscriptionSettingsServiceApplication –ApplicationPool $appPoolAppSvc –Name 
SettingsServiceApp –DatabaseName SettingsServiceDB 
$proxySubSvc = New-SPSubscriptionSettingsServiceApplicationProxy –ServiceApplication $appSubSvc 
$appAppSvc = New-SPAppManagementServiceApplication -ApplicationPool $appPoolAppSvc -Name 
AppServiceApp -DatabaseName AppServiceDB 
$proxyAppSvc = New-SPAppManagementServiceApplicationProxy -ServiceApplication $appAppSvc
 
 
 
 
 
 
 
 

Power Pivot, Power View, 
Power BI, oh my!
Chart 
Web Part 
Excel 
Services 
• Excel Web 
Access 
• PowerPivot 
Enabling 
technologies 
• Business 
Connectivity 
Services 
• SQL Reporting 
Services 
• Pivot 
•Azure 
DataMarket 
Performance 
Point 
• Dashboards 
•Analysis 
Services 
Custom 
Solutions 
•Mapping 
•Web Parts 
• Etc. 
SSRS 
•Alerts 
•Data Feeds 
PowerPivot 
•Power View 
Self-Service 
Power BI 
•Power Query 
•Power View 
•Power Pivot 
•Power Map
Excel 
1. Excel Prep SQL Server 
2. Import to SQL 
3. Create View 
SSAS 
4. SSAS Project 
5. SSAS Source 
6. SSAS DSV 
7. Named Queries 
8. Cube 
9. Add Dimensions 
10. Build/Deploy/View 
Performance Point 
11. Data Conn & Chart 
12.Dashboard
Excel 
1. Excel Prep Access App 
2. Import to Access 
3. Customize App 
4. Open Database 
5. Deploy to O365/SP 
Power View 
6. Connect Power Pivot 
7. Pivot Tables 
8. Power View Charts 
9. Publish Model to Library 
Power BI 
10. Enable Model 
11. Enable Q&A 
12. Promote and Use
Data Sources 
WFE 
SharePoint Farm 
Excel Web Access 
App 
Excel Calculation 
Services 
Content 
SQL 
Excel Web Service 
MSOLAP 
TCP 
HTTP 
Channel 
PowerPivot Web 
Service 
PowerPivot Sys Svc 
Application Proxy 
PowerPivot System 
Service 
Analysis Services in 
VertiPaq Mode 
Client 
Excel Calc Services 
Application Proxy 
c2wts 
User renders a 
workbook
Authorize in Access 
Allow other programs to connect to 
the SQL Server database that 
powers your Access app. You’ll find 
all the necessary credentials in one 
place. 
Connect anywhere 
Enter the SQL Server connection 
information from Access into your 
analysis program, and you’ll find all 
your database’s queries and tables 
available. SQL Server is an industry 
standard, so you have a choice of 
tools, from Excel to Crystal Reports. 
Analyze and Report 
Take advantage of the powerful 
charting and analysis tools that Excel 
already provides, or analyze your 
data in a program of your choice.
http://officespdev.uservoice.com 
http://office.microsoft.com/en-us/products/office- 
365-roadmap-FX104343353.aspx
c.mcnulty@hisoftware.com 
http://www.chrismcnulty.net/blog
Q&A
http://1drv.ms/QhG6zY 
http://1drv.ms/1IvGFgh

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Access Apps for Office 365 with Power BI

  • 1. Chris McNulty CTO HiSoftware SharePoint Fest Chicago 2014
  • 2. Meet Chris McNulty @cmcnulty2000 14 years in SharePoint, 20+ in IT MVP MCP MCSE MCTS VTSP MSA 3 children (Devin, Nate, Rachel) and my wife Hayley
  • 3. Our Solutions Secure Access, IAM and Application Security • User/app centric • Content-centric IAM Data Security, Content Control and Management • File analysis • DLP Web Governance • Accessibility • Site Quality • Compliance & Privacy
  • 4.
  • 5.
  • 6.
  • 7.
  • 8. Presentation governance  In scope  200 level overview of Access Apps  Out Of Scope  Visual Studio  Rules  Demos are cloud based  Move fast, PowerPoint is shared  Questions – time permitting during session  Any time after session – email etc. - @cmcnulty2000
  • 10.
  • 11. Access Desktop End user data interface Access external data Access Services 2010 Database “upsizing” Conversion complexity Access Apps Simplified Design Surface Create SP Apps
  • 12. Unknown/uncontrolled data applications Bad/broken end-user applications Inefficient business processes Backlog of IT requests No data access control/backup Difficult application sharing Lack of upgrade path
  • 13.
  • 14. Access Services 2013 The easiest way for a non-developer to build and publish apps for SharePoint Visual Studio 2013 A great end-to-end development experience for highest customization “Napa” Office 365 Development Tools A lightweight, in-browser development experience
  • 15. Access 2013 Web Apps 1. 2. 3. Web App Model SharePoint SQL Database
  • 16.
  • 17. Access Services Tables & Data 2012+ Azure
  • 18. View and Edit Data Database Design Advanced Reporting & Integration • Desktop Access Reports • Excel • Power View • Crystal Reports • Custom Websites (.NET, PHP, etc.)
  • 19.
  • 20.
  • 21. 3. Search and filter 4. Add and edit items 2. Choose view 1. Choose table
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 27. Open your app in Access to make design modifications
  • 28. 3 ways to get started with data Start from scratch with a Blank Table Get a head start with Table Templates Use an existing data source
  • 29. Home  Create  Advanced Query Blank View List View Datasheet View Macro Data Macro On Start Macro Expand Navigation Pane to view app objects
  • 30.
  • 31.
  • 32.
  • 33.
  • 34.
  • 35.      
  • 36.     
  • 37. Add-PSSnapIn Microsoft.SharePoint.PowerShell -ea 0 $account = Get-SPManagedAccount "SPDEMOspfarm" $appPoolAppSvc = New-SPServiceApplicationPool -Name AppServiceAppPool -Account $account $appSubSvc = New-SPSubscriptionSettingsServiceApplication –ApplicationPool $appPoolAppSvc –Name SettingsServiceApp –DatabaseName SettingsServiceDB $proxySubSvc = New-SPSubscriptionSettingsServiceApplicationProxy –ServiceApplication $appSubSvc $appAppSvc = New-SPAppManagementServiceApplication -ApplicationPool $appPoolAppSvc -Name AppServiceApp -DatabaseName AppServiceDB $proxyAppSvc = New-SPAppManagementServiceApplicationProxy -ServiceApplication $appAppSvc
  • 38.         
  • 39.
  • 40. Power Pivot, Power View, Power BI, oh my!
  • 41. Chart Web Part Excel Services • Excel Web Access • PowerPivot Enabling technologies • Business Connectivity Services • SQL Reporting Services • Pivot •Azure DataMarket Performance Point • Dashboards •Analysis Services Custom Solutions •Mapping •Web Parts • Etc. SSRS •Alerts •Data Feeds PowerPivot •Power View Self-Service Power BI •Power Query •Power View •Power Pivot •Power Map
  • 42. Excel 1. Excel Prep SQL Server 2. Import to SQL 3. Create View SSAS 4. SSAS Project 5. SSAS Source 6. SSAS DSV 7. Named Queries 8. Cube 9. Add Dimensions 10. Build/Deploy/View Performance Point 11. Data Conn & Chart 12.Dashboard
  • 43. Excel 1. Excel Prep Access App 2. Import to Access 3. Customize App 4. Open Database 5. Deploy to O365/SP Power View 6. Connect Power Pivot 7. Pivot Tables 8. Power View Charts 9. Publish Model to Library Power BI 10. Enable Model 11. Enable Q&A 12. Promote and Use
  • 44. Data Sources WFE SharePoint Farm Excel Web Access App Excel Calculation Services Content SQL Excel Web Service MSOLAP TCP HTTP Channel PowerPivot Web Service PowerPivot Sys Svc Application Proxy PowerPivot System Service Analysis Services in VertiPaq Mode Client Excel Calc Services Application Proxy c2wts User renders a workbook
  • 45.
  • 46. Authorize in Access Allow other programs to connect to the SQL Server database that powers your Access app. You’ll find all the necessary credentials in one place. Connect anywhere Enter the SQL Server connection information from Access into your analysis program, and you’ll find all your database’s queries and tables available. SQL Server is an industry standard, so you have a choice of tools, from Excel to Crystal Reports. Analyze and Report Take advantage of the powerful charting and analysis tools that Excel already provides, or analyze your data in a program of your choice.
  • 47.
  • 48.
  • 49.
  • 50.
  • 51.
  • 53.
  • 55. Q&A

Notas del editor

  1. Refer to other sessions!