Technical Class: Wednesday, March 6 3:45 PM - 5:00 PM

1. New Frontiers - I have Excel, I need
Performance Point, I don’t know Analysis
Services
SPTechCon San Francisco 2013
Chris McNulty

2. 25 years
Since 1987, Quest has offered
a broad and deep selection of
products that target common IT
challenges
100k 30
Quest products provide over Over thirty acquisitions have
100,000 customers with IT solutions strengthened our product portfolio
every day
18%
Quest has driven innovation by
3,900
Quest employees develop solutions in over sixty
regularly investing 18% or more in offices throughout the world
R&D

3. Dell Software | SharePoint
3 Confidential SharePoint

4. Meet Chris McNulty
@cmcnulty2000
12 years in
SharePoint, 20+ in
IT
3 children (Devin
Nate Rachel) and
my wife Hayley
5 Confidential SharePoint

5. 6 Confidential SharePoint

6. 7 Confidential SharePoint

7. 8 Confidential SharePoint

8. Hometown, Laurel, NY (from www.flickr.com/photos/cmcnulty)
9 Confidential SharePoint

9. Microsoft SharePoint Server 2013 … the infinite frontier
10 Confidential Eastern Long Island, AugustSharePoint
2012

10. Key Topics
11 Confidential SharePoint BU

11. Presentation Governance
• In scope – the “scenario”
• Out Of Scope
– Power View
– Quest / Dell
– Deep Dives (e.g. PowerShell, BI, Upgrade, SQL DBA)
• Rules
– Questions – time permitting during session
– Any time after session – email etc. - @cmcnulty2000
– Slides posted to www.sharepointforall.com http://bit.ly/WSFXPO
• Prerequisites
– Comfortable with SQL
– Can write T-SQL
– SharePoint Customization Expertise
12 Confidential SharePoint

12. Goals for BI Design
• Answering the known questions
about our business
• Allowing users to self-discover
patterns and answers to questions
we haven’t yet been asked
13 Confidential SharePoint

13. SharePoint 2013/SQL 2012 BI
PowerPivot
• Power View
SSRS Self-Service
• Alerts
• Data Feeds
Custom
Performance Solutions
Point •Mapping
Enabling •Dashboards •Web Parts
technologies •Analysis •Etc.
•Business Services
Excel
Connectivity
Services Services
•Excel Web •SQL Reporting
Chart Access Services
•PowerPivot •Pivot
Web Part
•Azure
DataMarket
14 Confidential SharePoint

14. Scenario
• I heard that we have a BI interface in SharePoint. Can I send you an Excel file
so we can load it into Performance Point?
• Thanks to Geoff Varosky @gvaro
15 Confidential SharePoint

15. Overview
Excel
1. Excel Prep SQL Server
2. Import to SQL
3. Create View
SSAS
Performance Point
4. SSAS Project
11. Data Conn & Chart
5. SSAS Source
12.Dashboard
6. SSAS DSV
7. Named Queries
8, Cube
9. Add Dimensions
10. Build/Deploy/View
16 Confidential SharePoint

16. Prerequisites
Performance Point
Unattended
Service Account
Enable COM
SQL Analysis SQL 2008 R2
Secure Store Addin Power Pivot
Services ADOMD.NET
/ Power View
SharePoint Office/Excel
SQL Server 2012
2013 2013
ADOMD.NET 10 - http://www.microsoft.com/en-us/download/details.aspx?id=16978
17 Confidential SharePoint

17. Step 1. Excel Preparation
• Inspect the file
• Remove extra headers
• Clean columns – Good, unique
names
• Add an ID field (integer)
• Add Year
– YEAR()
• Add Quarter
– "Q"&ROUNDUP(MONTH(B2)/3,0)
• Add Month
– TEXT(MONTH(B2),"00")
18 Confidential SharePoint

18. DEMO
It’s a “spread-
sheet”?
DEMO
• It’s a “spread-sheet”?
19 Confidential SharePoint

19. Step 2. Import Excel File to SQL
• Create or Re-Use a Non-SharePoint
Database
• SQL Export/Import Wizard Or SSIS
• Use $ and Rename
• Edit Mappings & Preview
– Dates & Money
• Auto-Generate SQL Create
Statements
• Run and Save SSIS for Reuse
20 Confidential SharePoint

20. Step 3. Create a SQL View
• Not strictly needed!
• Allows you to change the table
structure if the Excel file changes
but just remap the view
21 Confidential SharePoint

21. DEMO
SQL Server
DEMO
• SQL Server
22 Confidential SharePoint

22. Step 4. Create SSAS Project
• Formerly BIDS
• Now SQL Server Data Tools
(2012)
• AS Multidimensional Template
• Define deployment target as an
SSAS database
23 Confidential SharePoint

23. Step 5. Create SSAS Data Source
• Use wizard
• Use service account connection
24 Confidential SharePoint

24. Step 6. Create SSAS Data Source View
• Use wizard
• Use service account connection
25 Confidential SharePoint

25. Step 7. Create Named Queries in DSV
• These are “virtual dimensions”
• Define logical primary key as the
unique ID
• Source foreign to destination master
• (all roads lead to Rome)
• Product, Region, State
26 Confidential SharePoint

26. Step 8. Create Cube
• Master table is the measure
group table
• Rename Measures to friendlier
names
27 Confidential SharePoint

27. Step 9. Multiple Dimensions
• Product – flat dimension
• Geography – a hierarchy
– Regions contains states
• Time
– Build multiple attributes Order into a hierarchy – Y/Q/M/D
28 Confidential SharePoint

28. Step 10. Build/Deploy/Inspect
• Build cube
• Deploy to SSAS from VS
• Inspect inside VS
29 Confidential SharePoint

29. DEMO
SQL Data
Tools
DEMO
• SQL Data Tools
30 Confidential SharePoint

30. Step 11. Performance Point Chart
• Add SSAS Connection to Cube
• Create Analytic Chart
– Measure – Series
– Dimension – Bottom Axis
31 Confidential SharePoint

31. Step 12. Performance Point Dashboard
• Create Dashboard
– Add Chart
• Save and Deploy
32 Confidential SharePoint

32. DEMO
Performance
Point
DEMO
• PerformancePoint
33 Confidential SharePoint

33. Overview
Excel
1. Excel Prep SQL Server
2. Import to SQL
3. Create View
SSAS
Performance Point
4. SSAS Project
11. Data Conn & Chart
5. SSAS Source
12.Dashboard
6. SSAS DSV
7. Named Queries
8, Cube
9. Add Dimensions
10. Build/Deploy/View
34 Confidential SharePoint

34. The carousel
paradox…

35. 38 Confidential SharePoint

36. Thank you!
– Questions
– Contact
– Email chris_mcnulty@dell.com
– Blog http://www.chrismcnulty.net/blog
– Also http://www.sharepointforall.com
– Twitter: @cmcnulty2000
– Upcoming:
– ICC Heartland Conf, SP
Evolutions, DCSPUG, SPUGME, ShareFest
Denver
39 Confidential SharePoint

37. While you're in the Bay Area…
• Monday 4:00pm - SharePoint SpeedMetal Admin 101
• Monday 5:30pm – Lightning Talks
• Tuesday 2:00pm – Social 101 and SharePoint
• Tuesday 6:00pm – Book Signing, Dell, SharePoint 2013 Consultant’s
Handbook (Advance Edition)
• Wednesday 1:15pm – SharePoint Experts Meetup (Managed Metadata)
• Wednesday 3:45pm – I Have Excel, I Need PerformancePoint, but I Don’t
Know Analysis Services!
40 Confidential SharePoint BU

38. More information
• SharePoint architecture design patterns in Chris’ e-
book entitled SharePoint 2010 Consultant’s
Handbook – A Practical Field Guide
– Get your free copy here http://www.quest.com/get-chris-
book
42 Confidential SharePoint

39. 43 Confidential SharePoint