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PowerPivot, Power View and
SharePoint 2013 Server
TOMISLAV PIASEVOLI, PIASEVOLI ANALYTICS LTD




SHAREPOINT AND PROJECT CONFERENCE ADRIATICS
ZAGREB, 11/28/2012
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?
HTTP://TOMISLAV.PIASEVOLI.COM

@TPIASEVOLI
thank you.

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

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PowerPivot, Power View and SharePoint Server

  • 1. PowerPivot, Power View and SharePoint 2013 Server TOMISLAV PIASEVOLI, PIASEVOLI ANALYTICS LTD SHAREPOINT AND PROJECT CONFERENCE ADRIATICS ZAGREB, 11/28/2012
  • 3. 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.
  • 4. 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
  • 5. Contents • Introduction • Demo - PowerPivot • Demo - Power View • Summary
  • 6. Introduction • Microsoft BI at a glance • What is PowerPivot • What is Power View • The idea behind
  • 8. Microsoft BI at a glance – 1) Data & Models
  • 9. Microsoft BI at a glance – 2) Presentation
  • 10. Microsoft BI at a glance – 3) Clients
  • 11. 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
  • 12. 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
  • 13. 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
  • 14. 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
  • 15. 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
  • 16. DEMO – POWERPIVOT IN EXCEL 2013
  • 17. DEMO – POWER VIEW IN SHAREPOINT 2013
  • 18. 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)
  • 19. 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
  • 21. thank you. SHAREPOINT AND PROJECT CONFERENCE ADRIATICS ZAGREB, 11/28/2012