Keeping It Tidy - How to Warehouse Your Sharepoint Data

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We all know that SharePoint is an excellent tool for gathering information and collaborating. What it is less good at it maintaining large quantities of that information over long periods of time. The good news is that SQL Server is very good at exactly that. In the spirit of choosing the right tool for the right job, this session will present a methodology for moving your historical SharePoint information from SharePoint and into a SQL Server based data warehouse. From there, we will cover several method for then surfacing data back in SharePoint in context.

Technologie

3
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Agenda
 SharePoint Data Storage
 Data Warehousing
 Moving SharePoint Data
 Surfacing Warehoused Data in SharePoint
 Q&A

5
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Excel Data Storage
 List based data
 Powerful Features
 Massive adoption
 Good usability
 NOT a database
 Not relational
 Capacity limits
 Not authoritative
 Excellent BI Client
 Surface the data.. DON’T store it

7
© DEVintersection. All rights reserved.
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SharePoint Content Databases

8
© DEVintersection. All rights reserved.
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SharePoint Capacity Boundaries
 Boundaries and Limits - http://technet.microsoft.com/en-us/library/cc262787





ONE DOES NOT SIMPLY
RETURN HIS RAW DATA FROM THE DATABASE

12
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
BI Architecture 101
Data Marts
Extract, Transform,
and Load (ETL)
Middleware
Server(s)
Data
Warehouse
Storage Design and Visualization
Data Cubes and
Tabular Models
E
T
L
Reporting
Server(s)
BI and
Designer
Clients
Source data

13
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
EE
Microsoft enterprise (classic) BI
SQL Server DB
SQL Server
Integration
Services (SSIS)
SharePoint (with)
• Excel Services
• PowerPivot for SharePoint
• SSRS SharePoint Mode
• PerformancePoint
SQL Server
DB
Storage Design and Visualization
SQL Server Analysis
Services Multidimensional
and Tabular modes
L
SQL Server
Reporting
Services
(SSRS)
Excel
SQL Data Tools
Report Builder
3rd party tools
ETL
E
T
Source data

14
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Team BI and SharePoint Dashboards
Power Pivot Worksheets
• Pivot Tables and Charts
• Power View
Data Marts and
other
Data Cubes and
Tabular Models
Standard Worksheets
• Pivot Tables and Charts
PerformancePoint Reports
• Analytic Charts and Grids
• Decomposition trees
SQL Server Reporting Services Reports
• Standard
• Power View
PerformancePoint Scorecards and KPIs

15
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
Why Warehouse?
 Optimize for End Goal

 Usability
 Reduced Load on Source Systems
 Security Requirements
 Licensing Requirements
 SharePoint (Performance)

17
© DEVintersection. All rights reserved.
http://www.DEVintersection.com
ETL Tools
 SQL Server Integration Services
 SQL Server Data Tools
 SharePoint List Source and Destination (Codeplex Project)

 OData Source for Microsoft SQL Server 2012 (Official)



20
© DEVintersection. All rights reserved.
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Data Consumption
 Business Connectivity Services

 SQL Server Reporting Services


 Excel/Power Pivot


22
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Considerations
 Transformations
 Mashups
 Scheduling
 Data latency

24
© DEVintersection. All rights reserved.
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Keeping It Tidy - How to Warehouse Your Sharepoint Data

4. SharePoint Data Storage The Problem

5. 5 © DEVintersection. All rights reserved. http://www.DEVintersection.com Excel Data Storage  List based data  Powerful Features  Massive adoption  Good usability  NOT a database  Not relational  Capacity limits  Not authoritative  Excellent BI Client  Surface the data.. DON’T store it

6. SharePoint Content Databases

9. Demo – WorkflowHistory List

10. Topic Data Warehousing

11. ONE DOES NOT SIMPLY RETURN HIS RAW DATA FROM THE DATABASE

12. 12 © DEVintersection. All rights reserved. http://www.DEVintersection.com BI Architecture 101 Data Marts Extract, Transform, and Load (ETL) Middleware Server(s) Data Warehouse Storage Design and Visualization Data Cubes and Tabular Models E T L Reporting Server(s) BI and Designer Clients Source data

13. 13 © DEVintersection. All rights reserved. http://www.DEVintersection.com EE Microsoft enterprise (classic) BI SQL Server DB SQL Server Integration Services (SSIS) SharePoint (with) • Excel Services • PowerPivot for SharePoint • SSRS SharePoint Mode • PerformancePoint SQL Server DB Storage Design and Visualization SQL Server Analysis Services Multidimensional and Tabular modes L SQL Server Reporting Services (SSRS) Excel SQL Data Tools Report Builder 3rd party tools ETL E T Source data

14. 14 © DEVintersection. All rights reserved. http://www.DEVintersection.com Team BI and SharePoint Dashboards Power Pivot Worksheets • Pivot Tables and Charts • Power View Data Marts and other Data Cubes and Tabular Models Standard Worksheets • Pivot Tables and Charts PerformancePoint Reports • Analytic Charts and Grids • Decomposition trees SQL Server Reporting Services Reports • Standard • Power View PerformancePoint Scorecards and KPIs

15. 15 © DEVintersection. All rights reserved. http://www.DEVintersection.com Why Warehouse?  Optimize for End Goal   Usability  Reduced Load on Source Systems  Security Requirements  Licensing Requirements  SharePoint (Performance)

16. Topic Moving SharePoint Data

17. 17 © DEVintersection. All rights reserved. http://www.DEVintersection.com ETL Tools  SQL Server Integration Services  SQL Server Data Tools  SharePoint List Source and Destination (Codeplex Project)   OData Source for Microsoft SQL Server 2012 (Official)  

18. Moving SharePoint Data Demo

19. Topic Accessing Warehoused Data

21. Accessing Warehoused Data Demo

23. In Conclusion

Keeping It Tidy - How to Warehouse Your Sharepoint Data

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