Overview of Business Intelligence in Microsoft Office and SharePoint 2013Peter MyersBitwise Solutions Pty Ltd

DBI-B215

Presenter Introduction

Peter MyersBI Expert – Bitwise SolutionsBBus, SQL Server MCSE, MCT, SQL Server MVPExperienced in designing, developing and maintaining Microsoft database and application solutions, since 1997Focuses on education and mentoringBased in Melbourne, Australiapeter.myers@bitwisesolutions.com.auhttp://www.linkedin.com/in/peterjsmyers

Session Objectives

• To define and introduce Self-Service Business Intelligence (SSBI)

• To introduce Microsoft’s BI strategy and vision• To introduce the Microsoft product features that enable

SSBI• Office 2013• SharePoint 2013

Session Outline

• Introduction to Self-Service BI• Office 2013• Excel• Visio

• SharePoint 2013• Excel Services and PowerPivot for SharePoint• Visio Services• PerformancePoint Services

Introduction to Self-Service BI

• The goal of SSBI is to empower analysts so that they can design, customize and maintain their own BI solutions

• SSBI is not a complete solution nor a replacement for corporate BI• IT Pros can remain focused on delivering enterprise requirements, and can

deliver and support a managed BI environment• A partnership between IT and analysts encourages and supports SSBI• SSBI is not a replacement for, but an extension of, corporate BI

• Used and managed appropriately, SSBI usually proves itself to be invaluable to the organization

• Office 2013 and SharePoint 2013 play a major role in supporting and delivering SSBI

Introduction to Microsoft BIStrategy and Vision• To improve organizations by

providing business insights to all employees, leading to better, faster, more relevant decisions• Microsoft has a long-term commitment to

delivering a complete and integrated BI offering

• SQL Server has led innovation in the BI space for more than a decade

• There is widespread delivery of intelligence through Office and SharePoint

• The platforms are enterprise-grade and affordable

Complete and powerful self-service BI in Excel

Enterprise grade governance

and scale in SharePoint

Introduction to Microsoft BIBI Investments

Agility Control

IT Professional

End-User

Office 2013

• Office is a suite of productivity applications well suited for analysts

• These applications:• Play a major role in realizing Microsoft’s BI vision• Are designed to help users easily find, analyze, and more securely

share business information

• Notably, Excel 2013 plays a major role in delivering SSBI

• Visio 2013 can play a role also, albeit a lesser one

Excel

• Over the past decade, the core spreadsheet capabilities have been incrementally enhanced to enable analysts to analyze, communicate, and manage information• Comprehensive support for querying Analysis Services data

models• Rich and interactive visualizations• Can be extended with BI add-ins:• PowerPivot – data modeling• “Data Explorer” – data preparation• “GeoFlow” – geospatial visualization• Data Mining – predictive analytics

ExcelComplete and Powerful SSBI Tool

Access

Clean

Mash-up

Explore

Visualize

Share

• “Data Explorer”

• Flash Fill• Data Model• PowerPivot• Apps for

Office

• Quick Analysis

• Quick Explore• Power View• “GeoFlow”

• Save to SharePoint

ExcelPowerPivot

• PowerPivot extends Excel to enable creating data models• Achieved with a client-side version of SQL Server Analysis

Services, known as the xVelocity In-Memory Analytics Engine

• The storage engine can efficiently store and query data volumes far greater than what Excel worksheets can store

• Data models can:• Integrate and relate data from a variety of data stores and

data formats, including corporate, local and ad hoc data stores

• Embed business logic (calculations and KPIs)• Be optimized for Power View reports

Demonstration

Peter MyersBitwise Solutions Pty Ltd

Completing a PowerPivot Workbook

Excel“Data Explorer” Preview

Discover, combine and refine • Connecting directly to data from the web is easy and

intuitive• Filtering and transforming your data can be done in a few

clicks• Importing your final data into Excel is straightforwardBig data, small data, any data • Web, Excel, Text, Database and Azure • Access to non-traditional sources such as Active Directory,

Facebook and big data solutions like HDInsight (Hadoop) are now within the reach of the Information Worker

Demonstration

Peter MyersBitwise Solutions Pty Ltd

Sourcing and Transforming External DataExtending the PowerPivot Data Model

ExcelVisualizations

• PivotTables and PivotCharts• CUBE functions (free-form cell-by-cell layouts)• Power View• Apps for Office• “GeoFlow”

ExcelVisualizations – Power View

• Power View sheets can be added to the workbook to enable an interactive data exploration, visualization, and presentation experience• Highly visual design experience• Rich meta-driven interactivity• Presentation-ready at all times

• Power View reports can be based on an embedded PowerPivot data model, or an external tabular data model

• The data model can be optimized to fully exploit the capabilities of the Power View experience

Demonstration

Peter MyersBitwise Solutions Pty Ltd

Creating a Power View Sheet

ExcelVisualizations – Apps for Office

• Apps for Office are solutions that carry a light footprint and use web standards-based technologies such as HTML5, JavaScript, CSS3, XML, and REST API

• They embed into Office documents and use a browser control in a secure app runtime environment

• Apps are discoverable and are downloaded from the Office Store

• Some apps are free

Demonstration

Peter MyersBitwise Solutions Pty Ltd

Working with Apps for Office

ExcelVisualizations – Project Codename “GeoFlow” Preview• “GeoFlow” is still in public preview• The 3D data visualization add-in can:• Map Data: Plot more than a million rows of data in 3D by using Bing

maps• Discover Insights: Explore your data in geographic space and see time-

stamped data change over time• Share Stories: Capture screenshots and build cinematic, guided video

tours that can be shared broadly, engaging audiences like never before

Demonstration

Peter MyersBitwise Solutions Pty Ltd

Producing a “GeoFlow” Tour

ExcelData Mining

• Two Data Mining Add-ins for Excel allow analysts to take advantage of SQL Server predictive analytics• Table Analysis Tools• Client Tools

• Excel must be configured to connect to an Analysis Services multidimensional instance that will be used as the data mining engine

Demonstration

Peter MyersBitwise Solutions Pty Ltd

Working with the Table Analysis Tools

Visio

• Visio allows creating diagrams, and this product plays a role in delivering BI

• Diagrams can be connected to external data, and expressed through shape properties and graphics

• Diagrams can be published to SharePoint and rendered in a browser

Demonstrations

Peter MyersBitwise Solutions Pty Ltd

Creating a Data-Driven Diagram

SharePoint 2013

• Designed to deliver content management, collaboration, and business insight for all users• A centralized Business Intelligence Center site provides business users

with a single place to find the latest workbooks, reports, and dashboards

• Includes BI service applications for server-side rendering:• Excel Services• Visio Services• PerformancePoint Services

• Can be extended with SQL Server add-ins for:• PowerPivot• Reporting Services

Excel Services

• Excel Services 2013 is a SharePoint service application that enables the loading, calculation, and browser-based rendering of Excel workbooks (Enterprise Edition only)

• Designed to be a scalable, robust, enterprise-class service that provides feature and calculation fidelity with Excel

• Delivers rich analysis capabilities that are supported in a zero-footprint web client with a familiar interface

• Live connections to data sources are queried to deliver up-to-date data throughout analysis

Excel ServicesArchitecture

Excel Services

Web Client

SharePoint Content Database

Excel Calculation Services

Excel Calculation Services

Excel Web Access

Excel Web Access

Excel Web Services

Excel Web Services

Excel Workbooks

ExternalData

Sources

User-Defined

Functions

User-Defined

Functions

Demonstrations

Peter MyersBitwise Solutions Pty Ltd

Working with Excel Services

PowerPivot for SharePoint

• PowerPivot for SharePoint extends SharePoint 2013 and Excel Services to add server-side processing, collaboration, and document management support for the PowerPivot workbooks published to SharePoint

• The PowerPivot Gallery, a special type of document library, is provided to browse published PowerPivot workbooks and to configure automatic data refresh

• The PowerPivot Service deploys the embedded data model to an Analysis Service instance within the SharePoint farm, and Excel Services is used to query the deployed data model

• Data connections can be defined to query the PowerPivot data model by using the document URL

Demonstrations

Peter MyersBitwise Solutions Pty Ltd

Exploring PowerPivot for SharePoint

Visio Services

• Visio Services 2013 is a SharePoint service application that enables the loading and browser-based rendering of Visio diagrams (Enterprise Edition only)

• Designed to be a scalable, robust, enterprise-class service that provides feature and rendering fidelity with Visio

• Delivers rich browsing and navigation capabilities that are supported in a zero-footprint Web client

• Live connections to data sources are queried to deliver

up-to-date data

Demonstrations

Peter MyersBitwise Solutions Pty Ltd

Publishing a Visio DiagramWorking with the Visio Access Web Part

PerformancePoint Services

• PerformancePoint Services (PPS) 2013 is a Performance Management (PM) application delivered as a SharePoint service application (Enterprise Edition only)

• Supports rich KPI and scorecard definitions• Delivers interactive dashboard capabilities in a zero-

footprint web browser

PerformancePoint ServicesElements

Analytics Monitoring

Demonstration

Peter MyersBitwise Solutions Pty Ltd

Completing a PerformancePoint Services Dashboard

Summary

• Office 2013 and SharePoint 2013 empower users to design, customize and maintain their own BI solutions

• Solutions can leverage:• Data preparation• Data models• Rich and interactive data visualization• Data mining

• Microsoft BI, based on SQL Server, Office and delivers comprehensive self-service BI features together with built-in governance capabilities

• BI to the masses! – and with IT oversight

Microsoft BI Summary

All users can transform data into insight…as a natural part of their day to day activities…with the tools they already know and love

Related contentHands-on Labs

DBI-H201 Creating a PowerPivot Workbook in Microsoft Excel 2013DBI-H203 Creating a PerformancePoint Services Dashboard Based on a

Microsoft SQL Server 2012 BI Semantic ModelDBI-H204 Optimizing a Microsoft SQL Server 2012 Tabular BI Semantic ModelDBI-H206 Exploring Power View in Microsoft SQL Server 2012SES-H312 Create a Microsoft Excel BI Report and Share on Microsoft

SharePoint 2013SES-H315 Creating a Data Connected Dashboard Using Visio ServicesSES-H316 Embed a Data Connected Microsoft Visio Diagram in

Microsoft SharePoint 2013

Office Enterprise Investments

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© 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.