What's New for the BI workload in SharePoint 2016 and SQL Server 2016

http://bit.ly/1THON0f
What’s New for Business Intelligence in
SharePoint and SQL Server 2016JOHN P WHITE
CTO AND CO-FOUNDER, UNLIMITEDVIZ
@DIVERDOWN1964
HTTP://WHITEPAGES.UNLIMITEDVIZ.COM

SPONSORS

Agenda
• Intros
• What’s old for BI in SharePoint
• Changes to Excel Services
• Changes to PerformancePoint
• Changes to SQL Server Reporting Services
• Upgrading
• Q&A

SharePoint 2007

SharePoint 2007 BI
Office Group
• Excel Services
• SharePoint Filters
• SharePoint KPIs
• Business Connectivity Services
• Visio Services
SQL Group
• SQL Server Reporting Services
• PerformancePoint

SharePoint 2010 BI
Office Group
• Excel Services
• SharePoint KPIs
• Business Connectivity Services
• Visio Services
SQL Group

SharePoint 2010 BI
Office Group
• Excel Services
• PerformancePoint Services
• Chart Web Part
• SharePoint KPIs
• Business Data Connectivity
• Access Services
• Visio Services
SQL Group
• Power Pivot for SharePoint

SharePoint 2013 BI
Office Group SQL Group
• Excel Services
• PerformancePoint Services
• Business Data Connectivity
• Access Services
• Visio Services

SharePoint 2013 BI Workhorses
• Excel Services

SharePoint 2013 BI Core Pillars
• Excel Services

EXCEL SERVICES AND POWERPIVOT FOR SHAREPOINT

Excel Services vs Office Web Apps
Excel Services Office Web App Server
• Renders Excel, Word, PowerPoint
files in a browser
• Read/Write
• Limited back end data connections
• REST based web service
• No separate license required
• Renders Excel files in a browser
• Read-Only
• Connects to back end data
• Excel Web Access Web Part
• Render Power View reports*
• Interact with PowerPivot models*
• Calculation engine via SOAP based
web services API
• SharePoint Enterprise CAL required

The Big News

Excel in SharePoint 2013
ExcelServices
Sharepoint2013
Refresh workbook
OLAP/Tabular
interactivity
SSASServer2012/2014
PP4SPMode
PP4SP
View workbook with data model
Use data model
Use Power View
Refresh data model
OfficeWebApps
Server
Refresh workbook (with limitations)
OLAP/Tabular interactivity
View/Edit workbook without data model

Excel in SharePoint 2016
Refresh workbook
OLAP/Tabular
interactivity
Sharepoint2016 PP4SP
Refresh data model
SSASServer2016
PowerPivot Mode
Use data modelUse Power View
OfficeOnlineServer
View/Edit workbook with or without data model

Benefits
• Single architecture/feature set for Excel rendering
• Excel Services no longer impacts SharePoint performance
• Licensing
• Available to Exchange, Skype
• Future Excel updates not locked to SharePoint
• No end user impact

Implications
• Complexity of setup (One more hop)
• No GUI for configuration – use PowerShell only
• Office Online Server requires separate server and is mandatory
• Some deprecated features
• Excel Web Parts/Web Services must be added manually
• Power View requires SSRS Integrated mode

Deprecated/Changed Features
Deprecated
• Shared Data Connection Library
• Unattended Service Account
• File Access Method
• Throttling/restrictions
• Cross Domain Access
• Max sessions per user
• Load balancing scheme
Changed
• Data Connections Libraries now optional
• UDF Assemblies deployed to OOS
• ODC files require Server to Server Auth (S2S)
• IT Management Dashboard not in CA
• IT Management Dashboard requires S2S
• Workbook as data source requires Kerberos(KCD)
between OOS and SharePoint WFEs
• C2WTS Runs on OOS machine
• SSAS must trust OOS for EffectiveUserName
• Requires SSMS 2016

New Features
• Power Query refresh in PowerPivot for SharePoint *
• Excel 2016 Data model support
• Data model editing support
• Excel JavaScript API support
• Closer parity with Excel 2016 client
• Search in filters, value field settings, Comments, print selection
*NotthereyetinSQLServer2016RTM

Excel Services Authentication Settings

Enable Excel Services Functions
$Farm = Get-SPFarm
$Farm.Properties.Add("WopiLegacySoapSupport", "http://OOSServer/x/_vti_bin/ExcelServiceInternal.asmx");
$Farm.Update()
http://whitepages.unlimitedviz.com/2016/01/adding-excel-services-capabilities-to-a-sharepoint-2016-farm/

Installation Changes (PP4SP)
• Service application and SSAS PP4SP now separate installation
• SSAS Instance now referred to as Power Pivot mode

Power View Silverlight Dependency

Changes to Excel 2016 client
•PowerPivot = Power Pivot (or “Manage Data Model”)
•Power Query = “Get & Transform”
•Power View = Power View (if you can find it)
•Power Map = 3D Maps

Power View Future
• Added to Excel 2013
• Silverlight dependency
• Hidden from the ribbon by default in 2016
• Requires both PowerPivot for Sharepoint and SSRS Integrated mode in
SharePoint 2016

PERFORMANCEPOINT SERVICES

PerformancePoint 2016 – What’s New
It’s still there!

SQL SERVER REPORTING SERVICES

“Reporting Services is our on-premises solution
for BI report delivery”
Microsoft - Business Intelligence – our reporting roadmap – October 2015

Four Report Types
• Paginated
• Classic SSRS
• Interactive
• Power BI
• Mobile
• New SSRS (Datazen)
• Power BI
• Analytical
• Excel

Four Report Types
• Paginated 1
• Classic SSRS
• Interactive 1,2,3
• Power BI
• Mobile 1,3
• New SSRS (Datazen) 1,3
• Power BI 3
• Analytical 1,2,3,4
• Excel
1 ServedbySSRS
2 ServedbyPowerBI(cloud)
3ServedbyPowerBImobileapp
4ServedbyOfficeOnlineServer

HTML 5 Based Rendering Engine

Reporting Services Web Portal

Customizable Parameters Pane

Mobile Reports

New UI for Report Builder/Data Tools
Old
New

New Features for SSRS
• HTML 5 Based Rendering Engine
• Customizable Parameters Pane
• New UI for Report Builder
• New Web Portal
• Mobile Reports
• New Chart Types
• Tree Map and Sunburst
• PDF replaces ActiveX for printing
• PowerPoint rendering and export
• KPIs
• Pin to Power BI Dashboard
• Render Power BI Desktop files*
• Render Excel Files?
*AvailableafterSQLServer2016GA

New Features for SSRS
• HTML 5 Based Rendering Engine
• New UI for Report Builder
• New Chart Types
• Tree Map and Sunburst
• PDF replaces ActiveX for printing
• PowerPoint rendering and export

Native vs Integrated Mode
Integrated Mode Native Mode
• Separate storage system
• Separate security model
• No SharePoint requirement
• New features supported
• Hybrid options
• Document Library Containers
• SharePoint security model
• SharePoint Service application
• Easy administration
• Easy Scaling
• Licensing burden
• Power View support

SSRS Native Mode in SharePoint
• Native mode web parts ship with SQL Server
• Unchanged from SSRS 2008 R2
Native SPIntegrated

Future options?

2016 Configuration Summary
Feature Requirements
Excel workbooks connected to SSAS Data Sources Kerberos Constrained Delegation (KCD) between OOS and SSAS data source
OR
EffectiveUserName enabled on OOS Server(s)
OOS Server account(s) added to Admin list on SSAS server(s)
Connected Excel workbooks to Windows
Authenticated SQL Server Data Sources
KCD between OOS and SQL Server
Claims to Windows Token Service running on OOS Server with Network Service enabled
Connected Excel workbooks using stored credentials
(Excel Services Authentication Options)
Secure Store Service (SSS) credential created
OOS machine account added to SSS Members list
“AllowHttpSecureStoreConnections = true” set on OOS server if HTTP is used
PowerPivot enabled Excel workbooks SSAS PowerPivot Mode server available
SSAS PP Mode server added to BI server list on OOS Server via New-OfficeWebAppsExcelBIServer cmdlet
OOS Server account added to Administrators list of SSAS PowerPivot Mode Server
Automatic Refresh of PP enabled workbooks PowerPivot for SharePoint
PowerPivot Gallery PowerPivot for SharePoint
Silverlight (client side)
Excel files as a data source PowerPivot for SharePoint
PP4SP must have admin access on SSAS PP mode Server
KCD between OOS and SharePoint application
Claims to Windows Token Service running on OOS Server with Network Service enabled
External ODC file support
PowerPivot Management Dashboard
S2S Trust Configured between OOS and SharePoint
Power View reports SSRS Integrated mode
Power View in Excel
Power View with Excel as a data source
SSRS Services account must be added to the Admin group on the BI server

John’s setup guide
Article Description
Rethinking Business Intelligence in SharePoint
and SQL Server 2016
My take on the changes to on-premises BI in
the Microsoft world, and what the
implications are for the present and future
Adding Excel Services Capabilities to a
SharePoint 2016 Farm
How to Set up Office Online Server to
support the services previously available in
Excel Services
Enable PowerPivot Support in Office Online
Server 2016 and Sharepoint 2016
How to set up SharePoint 2016 and Office
Online Server to support Excel workbooks
with embedded PowerPivot data models
Using PowerPivot for SharePoint with
SharePoint 2016
How to configure the PowerPivot for
SharePoint 2016 service application
Configuring SSRS 2016 Integrated Mode with
SharePoint 2016
How to configure SQL Server Reporting
Services 2016 Integrated mode in SharePoint
2016
Integrating SharePoint 2016 with SSRS Native
Mode
How to configure SQL Server Reporting
Services 2016 Native mode and integrate it
with SharePoint 2016

Upgrading

Upgrade from the bottom up
ExcelServices
Sharepoint2013
SSASServer2012/2014
PP4SPMode
PP4SP
2013
OfficeWebApps
Server2013
Excel2013Client

Step 1 – Upgrade SSAS PP4SP Mode
ExcelServices
Sharepoint2013
SSASServer2016
PowerPivotMode
PP4SP
2013
OfficeWebApps
Server2013
Excel2013Client

Step 2 – Upgrade OWA Server
ExcelServices
Sharepoint2013
SSASServer2016
PowerPivotMode
PP4SP
2013
OfficeOnlineServer2016
Excel2013Client

Step 3 – Upgrade SharePoint Server
Sharepoint2016
SSASServer2016
PowerPivotMode
PP4SP
2016
Excel2013Client

Step 4 – Upgrade Office Clients
Sharepoint2016
SSASServer2016
PowerPivotMode
PP4SP
2016
Excel2016Client

Key Takeaways
• Changes to Excel/PowerPivot primarily architectural
• Office Online Server required
• Increased reliance on Kerberos
• Changes to SSRS primarily features based
• Use Power Query for all Excel data models (soon)
• De-emphasize PerformancePoint
• Explore Power BI

thank you
questions?
live ratings
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