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PowerPivot, Power View and SharePoint Server

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PowerPivot, Power View and SharePoint Server

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Speaker: Tomislav Piasevoli

Microsoft SharePoint Server is a collaboration platform that in its Business Intelligence (BI) part relies on Microsoft SQL Server platform from where both the Power View, a tool for visual data analysis, and PowerPivot, a tool for data modeling originate. This session shows how to create a PowerPivot data model in Excel 2013, and how to analyze that model in Power View installed as a part of SharePoint 2013 BI platform.

Speaker: Tomislav Piasevoli

Microsoft SharePoint Server is a collaboration platform that in its Business Intelligence (BI) part relies on Microsoft SQL Server platform from where both the Power View, a tool for visual data analysis, and PowerPivot, a tool for data modeling originate. This session shows how to create a PowerPivot data model in Excel 2013, and how to analyze that model in Power View installed as a part of SharePoint 2013 BI platform.

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PowerPivot, Power View and SharePoint Server

  1. 1. PowerPivot, Power View and SharePoint 2013 Server TOMISLAV PIASEVOLI, PIASEVOLI ANALYTICS LTD SHAREPOINT AND PROJECT CONFERENCE ADRIATICS ZAGREB, 11/28/2012
  2. 2. sponsors
  3. 3. Tomislav Piasevoli • Business Intelligence (BI) Specialist • 10 years of experience - Microsoft SQL Server Analysis Services (SSAS) • Book author: „MDX with SQL Server 2008 R2 Analysis Services: Cookbook„, Packt Publishing Ltd., 2011. • Most Valuable Professional (MVP) for SQL Server since 2009.
  4. 4. Abstract • Microsoft SharePoint Server • Business Intelligence (BI) part relies on Microsoft SQL Server platform • Power View, a tool for visual data analysis • PowerPivot, a tool for data modeling • This session shows how to: • create a PowerPivot data model in Excel 2013 • analyze that model in Power View • installed as a part of SharePoint 2013 BI platform
  5. 5. Contents • Introduction • Demo - PowerPivot • Demo - Power View • Summary
  6. 6. Introduction • Microsoft BI at a glance • What is PowerPivot • What is Power View • The idea behind
  7. 7. Microsoft BI Link: Microsoft BI at a glance
  8. 8. Microsoft BI at a glance – 1) Data & Models
  9. 9. Microsoft BI at a glance – 2) Presentation
  10. 10. Microsoft BI at a glance – 3) Clients
  11. 11. PowerPivot • analytical engine for self-service and team BI • extracted from SQL Server Analysis Services • to work as part of Excel or SharePoint • comes in two flavors: • Excel (self-service BI) • part of Excel 2013 • add-in for Excel 2010 • SharePoint add-in (team BI) • installed using SQL Server 2012 (+ SP1) for SharePoint 2013 • installed using SQL Server 2008 R2 for SharePoint 2010
  12. 12. Power View • a tool for creating highly interactive, presentation-ready reports • intuitive data exploration • encourages ad-hoc reporting • comes in two flavors: • Excel (self-service BI) • part of Excel 2013 • Excel 2010 or previous don’t have it • SharePoint add-in (team BI) • installed using SQL Server 2012 (+ SP1) for SharePoint 2013 • installed using SQL Server 2008 R2 for SharePoint 2010
  13. 13. The idea behind • SCENARIO 1 – Self-service BI • create a PowerPivot data model in Excel 2013 • analyze the data in Excel 2013 using Excel Pivot Tables and Power View • refresh the data on demand • enhance the data model as you go • save the model, data analysis and visualization in the same file
  14. 14. The idea behind • SCENARIO 2 – Team BI • create a PowerPivot data model in Excel 2013 • publish the data model to SharePoint 2013 and create connections to it • analyze the model using: • Excel Services and/or Power View on SharePoint • Excel (Pivot Tables and/or PowerView) • enhance the model locally, then publish again (be careful – dependency) • collaborate • data refresh is scheduled on a periodical basis • maintenained by SharePoint
  15. 15. The idea behind • SCENARIO 3– Enterprise BI • move the once created PowerPivot data model in Excel 2013 to SQL Server Analysis Services as a Tabular model • create a connection for it in SharePoint 2013 • analyze the model using: • Excel Services and/or Power View on SharePoint • Excel (Pivot Tables and/or PowerView) • model is enhanced on a server (SQL Server) by IT • collaborate • data refresh with even finer grain (less than a day) • support and maintenance by IT department or 3rd party
  16. 16. DEMO – POWERPIVOT IN EXCEL 2013
  17. 17. DEMO – POWER VIEW IN SHAREPOINT 2013
  18. 18. Summary • SharePoint as the platform for Microsoft BI • Easy to start with: • PowerPivot for data modeling • Pover View for visual data exploration • Excel and Excel Services for data analysis • Later: • SQL Server 2012 and/or PowerPivot • Excel, Excel Services, Power View, Reports, Dashboards, ... • Models are upgradeable (PowerPivot -> SQL Server)
  19. 19. References • „Visualizing Data with Microsoft Power View” by Brian Larson, Mark Davis, Dan English, Paul Purington; May 2012, McGraw- Hill Osborne Media • „Microsoft PowerPivot for Excel 2010: Give Your Data Meaning” by Marco Russo and Alberto Ferrari; October 2010, Microsoft Press • „Applied Microsoft SQL Server 2012 Analysis Services: Tabular Modeling” by Teo Lachev; February 2012, Prologika Press
  20. 20. questions? HTTP://TOMISLAV.PIASEVOLI.COM @TPIASEVOLI
  21. 21. thank you. SHAREPOINT AND PROJECT CONFERENCE ADRIATICS ZAGREB, 11/28/2012

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