business intelligence in sharepoint 2013 september 9, 2014 deliver solutions, deliver careers,...

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Intelligence in SharePoint 2013 September 9, 2014 Deliver Solutions, Deliver Careers, Deliver Results

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Business Intelligence in SharePoint 2013September 9, 2014

Deliver Solutions, Deliver Careers, Deliver Results

Today’s Speaker

Elizabeth Hutson MitchellConsultant [email protected]

@CTSHutson

http://www.linkedin.com/pub/elizabeth-hutson/15/52b/883

CTS Overview• Regional IT professional

services firm• Established in 1993• Six offices in the Southeast• Leveraged, local delivery• 250+ employees• 325+ clients in various

industry verticals• +/- 150 projects completed

per year

Agenda•Why BI?• Tools Available• SP2010, SP Online Considerations• Technical Installation Guide•Demo

Why BI in SharePoint 2013?

Self-Service Interactive

Mobile OS Neutral

Tools Available• Dashboards, KPIs Charts,

Scorecards, Strategy Maps• Drill down/drill through

capabilities• One-click install app -

Dashboard DesignerPerformancePo

int

Tools Available

• Mobile support• Requires deployed

Tabular BI Semantic Model

• Requires Silverlight• Limited custom branding

PowerView

Tools Available• External Data

Connections• Get your users out of File

Shares• Mac OS users can have

ODBC connections in browser

• Mobile Support

Excel Services

• Lives in Excel / Excel Services, but must be additionally configured

• Browser refresh• Scheduled data refresh• Interactive data refresh

PowerPivot

Tools Available

• Mobile Support• Less Self-Service• Higher Data Manipulation

Ability

Reporting Services

Tools Available

Tool Strengths

Scorecards Analysis Reports

PerformancePoint

Excel/PowerPivot

Power View

Reporting Services

SharePoint Online vs. On-Premises

Feature SharePoint Online

SharePoint Server

BI Center YES YES

Power BI YES NO

PerformancePoint

NO YES

What about 2010?• Same toolset, different features• Aesthetically different•Options to upgrade/migrate

Installation & Set Up Considerations

What version of SharePoint am I running?

Cost of Additional SQL License

Do I have SQL Server 2012 SP1 BI or Enterprise?

How “Clean” is my Data?

What is my authentication method?

How to Set Up Business Intelligence: SharePoint Basics

SP Prereqs

SQL Server 2008 R2 Analysis Services

ADOMD.NET

spPowerPivot.msi SP Installation

Do NOT check “Run

SharePoint Products

Configuration Wizard” box

How to Set Up Business Intelligence: PowerPivot SQL Instance

Run “PowerPivot

for SharePoint

2013 Configuratio

n” tool

Set up as “SQL Server PowerPivot

for SharePoint”

Configure Tabular Mode

Install SQL Server 2012 with SP1 – Analysis Services

PowerPivot for SP2013 Configuration Tool

How to Set Up Business Intelligence: Service Application Configuration

Secure Store PerformancePoint Excel Services PowerPivot Visio Graphics

SQL Server Reporting Services

How to Set Up Business Intelligence: Site Setup

Create BI Center Activate Features:

Site Collection:

PerformancePoint Services Site

Collection Features

Site:

BICenter Data Connections

Feature

PerformancePoint Services Site

Features

SharePoint Server

Enterprise Site Features

Demo

© 2014 Computer Technology Solutions, Inc.

askcts.com

Elizabeth Hutson MitchellConsultant [email protected]

Questions?