3. 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.
4. 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/SPSaturday-Chicago-2014-
decoding-the-business-intelligence-alphabet-soup
6. 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
7. 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)
8. 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
9. 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
13. 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
19. 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
20. 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
36. 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
37. 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
38. 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)
42. 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
43. Governance FAIL
• PowerPivot
– 2GB data load
across the WAN
• Reporting Services
– 1GB query
– Data feed into Outlook
• SQL Table Locks
44. Governance
• Service Account policies
• Logs / Usage
– Server resources
– Service utilization
• Locate
– Large data models
– Expensive reports
46. 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
48. 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
49. 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
52. 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
Editor's Notes
Practically speaking, exceptionally large files (4mil rows == 120mb) will take time to transfer, load, and then display to the user
