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Practical Business Intelligence with SharePoint 2013

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This sessions provides an overview of the new features available to business users and the knowledge they need to start building their own Dashboards using the tools they already know Excel to implement Business Intelligence features they may not have used previously like SQL Analysis Service, SQL Reporting Services, PowerView, PowerPivot, and Excel Services

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Practical Business Intelligence with SharePoint 2013

  1. 1. Practical Business Intelligence in SharePoint 2013 Ivan Sanders SharePoint MVP/MCT ivan@dimension-si.com @iasanders
  2. 2. Ivan Sanders Ivan Sanders is a SharePoint MVP/MCT Author and independent consultant with more than 20 years of broad-based hands-on experience with the design and development of mission-critical applications that include Business Intelligence Dashboards in the enterprise and deployment of Microsoft products, while delivering nothing but Microsoft SharePoint solutions since 2004. Ivan is active in the SharePoint Community through the MSDN and TechNet forums, Teched and PDC Birds of a Feather, SharePoint Saturday, SharePoint Conferences, SharePoint ShopTalk, INETA, GITCA, and Local Southern California User Groups. twitter http://twitter.com/iasanders LinkedIn http://www.linkedin.com/in/iasanders, Blog http://blogs.msmvps.com/ivansanders MVP Profile http://mvp.microsoft.com/en-us/MVP/Ivan%20Sanders-4028951
  3. 3. Requirements
  4. 4. Web & Application Servers Single Server Farms • SharePoint 2010 vs. SharePoint “2013” Comparison: Component SharePoint 2010 Minimum Requirement SharePoint “2013” Minimum Requirement Processor 64-bit, four cores 64-bit, 16 cores RAM 4 GB for developer or evaluation use 8 GB for production use in a single server or multiple server farm 16 GB for developer or evaluation use 32 GB for production use in a single server or in a multiple server farm Hard disk 80 GB for system drive Maintain twice as much free space as you have RAM for production environments. 120 GB for system drive Maintain twice as much free space as you have RAM for production environments.
  5. 5. Database Servers Minimum Hardware Requirements • SharePoint 2010 vs. SharePoint “2013” Comparison: Component SharePoint 2010 Minimum Requirement SharePoint “2013” Minimum Requirement Processor 64-bit, 4 cores for small deployments 64-bit, 8 cores for medium deployments 64-bit, 16 cores for small deployments 64-bit, 32 cores for medium deployments RAM 8 GB for small deployments 16 GB for medium deployments 64 GB for small deployments 128 GB for medium deployments Hard disk 80 GB for system drive Hard disk space is dependent on the size of your SharePoint content 120 GB for system drive Hard disk space is dependent on the size of your SharePoint content
  6. 6. OLAP vs. Tabular Considerations Feature Multidimensional Tabular RAM Some (16/32 GB) A lot (64/128) RAM Speed Important Crucial Number of cores 4/8/16 4/8/16 Core speed Less Important Crucial Disk speed Very Important Very Important SSD Disk Usage Strongly recommended NA Network speed Important Important Concurrency Pretty good Pretty Good
  7. 7. Architecture
  8. 8. SharePoint 2013 Architecture • In general the model has stayed same as in previous version • Numerous platform level improvements and new capabilities • Shredded Storage • SQL Improvements • Cache Service • Request Management • Themes • Sharing
  9. 9. Business Intelligence • Excel Client • Instant analysis through In Memory BI Engine • Power View • Power Pivot • Excel Services • Improved data exploration • Field List and Field Well Support • Calculated Measures and Members • Enhanced Timeline Controls
  10. 10. Business Intelligence • PerformancePoint Services • Filter enhancements and Filter search • Dashboard migration • Support for Analysis Services Effective User • Visio Services • Refresh data from external sources – BCS and Azure SQL • Supports comments on Visio Drawings • Maximum Cache Size service parameter • Health Analyzer Rules to report on Maximum Cache Size
  11. 11. Visio Services Architecture Visio Web Access Custom Data Providers Visio JSOM Mash-Up API Web Part Connections Visio Proxy Visio Graphics Service VDW/b/m SharePoint Content DatabaseExternal Data Sources Web Front End Application Server Backend SQL OLEDB/ODBCXLSX SP Lists SQL Azure External Lists
  12. 12. Excel Services Architecture Excel Web Access Excel Web Services JSOMREST API Excel Proxy User-Defined Functions Excel Calculation Service XLSX/b/m SharePoint Content DatabaseExternal Data Sources Web Front End Application Server Backend
  13. 13. Excel Business Intelligence Architecture Tabular Multi- dimensional Data Model External Data Sources Presentation BI Semantic Model ROLAP Excel 2013 SharePoint Insights Power View Business logic and queries Data access MDX DAX MOLAP xVelocity Direct Query OData FeedsDatabases Hadoop SQL Azure & Cloud …and more
  14. 14. PerformancePoint Services Architecture Web Parts Web Services Rendering Custom Editors Web Services Authoring SharePoint Data Store Monitoring Services Application Proxy Data Source Extensibility PPS App Settings SharePoint Repository PerformancePoint Services WCF Interface External Data Sources Client Web Front End Application Server Backend HTTP/HTML AJAX/JSON SOAP/XML SharePoint Data Store
  15. 15. Installation & Configuration
  16. 16. Best Practices 1. If you haven't created a SQL Installation Answer file or a PowerShell script there is no time like the present 2. Download AutoSpInstaller http://autospinstaller.codeplex.com • Modify the AutoSPInstallerInput.xml with your company SharePoint Service Accounts, WebApps etc. Like SPService, SPAdmin, SPSearch, SPFarm, SPCrawl, SPMySite, SPWebApp. SQLService, SQLAdmin • Modify the search index location • Set WebAnalyticsService Provision="false“ • Extract the Binaries to disk • There is a new GUI for helping you to enter your information if you don’t have an xml editor • One of the many cool things is if the script fails, just modify the input file and run again it will start where it left off 3. Complete post-deployment tasks as required
  17. 17. Design & Development
  18. 18. The Business Data Continuum Operational Databases Data Consolidation & Transformation (ETL) Relational Data Warehouse OLAP Cubes OR Tabular Data Reports, Charts, Dashboards & Scorecards
  19. 19. Right-Sizing SolutionsBusiness Needs
  20. 20. Gather Analytical Requirements Design Dimensional Model Design Data Transformations Create OLAP Dimensions & Cubes Design Reports & Analytics Design Presentation Portal BI Solution Design Phases & Components SQL File Data Flow SQL Server Relational Integration Services Analysis Services Reporting Services SharePoint Services
  21. 21. What tool should I use? When? PerformancePoint SSAS Grids Graphs Exploration Value Based GaugesScorecards Sparklines Diagrams SSRS
  22. 22. Why Tabular?(xVelocity/Vertipaq engine) • The current process for analytics idea to implementation is way too long. • Everyone is familiar with Excel. • Tabular is easier and faster than OLAP !!! • Query tool (DAX) is easier than MDX • Most important: You will quickly make your users heroes when introducing self-service analytics and reporting in Power View.
  23. 23. QA
  24. 24. Who do you trust
  25. 25. Who Do you trust?? • Maurice Prather http://www.bluedoglimited.com/default.aspx • Andrew Connell http://www.andrewconnell.com/blog • Spence Harbar http://www.harbar.net • Heather Solomon http://www.heathersolomon.com/blog • Todd Klindt http://www.toddklindt.com/default.aspx • Todd Baginski http://www.toddbaginski.com/blog • Todd Bleeker http://bit.ly/edlSm5 • Jan Tielens http://weblogs.asp.net/jan • Patrick Tisseghem http://www.u2u.info/Blogs/Patrick/default.aspx • Wictor Wilen http://www.wictorwilen.se • Ted Patisson http://blog.tedpattison.net/default.aspx • Lars Fastrup http://www.fastrup.net • Carsten Keutmann http://keutmann.blogspot.com • Keith Richie http://blog.krichie.com • Bill Baer http://blogs.technet.com/b/wbaer • Sahil Malik http://blah.winsmarts.com • Bil Simser http://weblogs.asp.net/bsimser • Ivan Sanders http://msmvps.com/blogs/ivansanders • Gary LaPointe http://blog.falchionconsulting.com • Shanon Bray http://shannonbray.wordpress.com
  26. 26. Codeplex
  27. 27. Codeplex – with Source Code • http://cksdev.codeplex.com • http://startermasterpages.codeplex.com • http://spm.codeplex.com • http://autospinstaller.codeplex.com • http://spsf.codeplex.com • http://slk.codeplex.com • http://smarttools.codeplex.com • http://spviewpermission.codeplex.com • http://bidshelper.codeplex.com • http://almspecialisttoolkit.codeplex.com • http://spsf.codeplex.com • http://sharepointdemobuilds.codeplex.com • http://sushi.codeplex.com
  28. 28. THANK YOU Our Sponsors
  29. 29. Usergroup contacts: • @SharePointUtah • www.facebook.com/UtahSharePointUsersGroup • www.UTSharePoint.com
  30. 30. Please join us for SharePint! SharePint will be held at Red Rock Brewing, 254 South 200 West, Salt Lake City, following the prize raffle