Operational Reporting and Dashboarding using Microsoft Business Intelligence Solutions John P White [email protected] @diverdown1964 http:// whitepages.unlimitedviz.com
Aug 16, 2015
Operational Reporting and Dashboarding using Microsoft Business Intelligence Solutions John P [email protected]@diverdown1964http://whitepages.unlimitedviz.com
Thanks to our Sponsors
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Imperial College Union Bar6pm - 8pm Beit Quadrangle, Prince Consort RoadOne street up from SPS London
Don’t forget to get Beer Tokens….
John WhiteCTO/Co-Founder of UnlimitedVizM.Sc., SharePoint Server MVP, SQL Server v-TS
[email protected]://whitepages.unlimitedviz.com@diverdown1964
Futures, Q&A
Agenda
Dashboards Architecture and Tools
Considerations
Prerequisites
Dashboards
Why Dashboard?
State of the WorldOn-Prem Dashboard Demonstration
Microsoft Dashboard (BI stack)
Power View
Excel Services
PerformancePoint Services
PowerPivot for SharePoint
Power BIFor Office 365
Dashboard strategies
Excel OnlyPerformancePoint
SSRS OnlySharePoint Mashup
On Premises Cloud
Azure VMs
Power BI (July 24)
ONE DOES NOT SIMPLY
RETURN HIS RAW DATA FROM THE DATABASE
BI Architecture 101Data Marts
Extract, Transform, and Load (ETL)
Middleware Server(s)
DataWarehouse
StorageDesign and Visualization
Data Cubes and Tabular Models
E
T
L
Reporting Server(s)
BI and Designer Clients
Source data
EE
Microsoft enterprise (classic) BISQL Server DB
SQL Server Integration Services (SSIS)
SharePoint (with)• Excel Services• PowerPivot for SharePoint• SSRS SharePoint Mode• PerformancePoint
SQL Server DB
SQL Server Analysis Services
Multidimensional and Tabular modes
L
SQL Server Reporting Services (SSRS)
ExcelSQL Data ToolsReport Builder3rd party tools
E
T
Source data
Microsoft personal BI (All in Excel)
Worksheets
Tabular Data Model (xVelocity)
Pivot Charts and Tables
Power View (Analytic reports)
Power Map (Geospatial and time series data)
Power Pivot (Model design)
Power Query (ETL)
Power Pivot Import (EL)
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
Excel/PowerPivot vs Excel/SSAS Locally
Data Source
WorkbookPowerPivot
Data Model
Power Query
Excel XLSX File
Excel with PowerPivot
Data Source
Workbook
Excel XLSX File
Excel with SSAS
SSAS Tabular or OLAP
Data Flow
Query Flow
ExcelServices/PowerPivot for SharePoint vs Excel Services/SSAS
Data Source
Workbook
PP4SP Service
Application
SharePoint Farm
Excel Services with PP4SP
SSAS SharePoint Mode
Excel Services
Data Source
Workbook
SharePoint FarmSSAS Tabular or OLAP
Excel Services
Excel Services
Data Flow
Query Flow
Power BI Office 365 vs Power BI Dashboards
On prem data source
Workbook
SharePoint Online
Excel Services
Power BI SSAS
Service
Power BI Update Service
Data Management Gateway
Cloud based data
source
Power BI Dashboard
s
Power BI Update Service
Power BI SSAS
Service
Cloud based data
source
On prem live connectors
On prem data source
Power BI API
Office 365 with Power BIPower BI Dashboards (July 24)
Power BI Personal Gateway
On prem data source
Data Flow
Query Flow
Building dashboards
Power BIExcel, Power X, Power BI Desktop
Dashboard tools
Excel Only(Excel, Power Pivot, Power View)
PerformancePoint(Dashboard Designer)
SSRS Only(Report Builder, Data Tools)
SharePoint(Pages and Filters)
On Premises Cloud
Dashboard Demos
SSRS Report Builder Excel PerformancePoint Dashboard Designer Power BI Power BI Dashboards Power BI Designer Desktop
It’s a little known fact….
Authorization
KerberosSSRSExcel Direct ConnectPerformancePoint
BISMPowerView in SSRS
SetUser()SSRS DB Reports
EffectiveUserName()Excel ServicesPerformancePoint
Fine Grained Document Level
Excel Services
SSRS SharePoint Mode
Impersonation Demo
SetUser with SSRS EffectiveUserName with Excel Services and
PerformancePoint
Cos
t
Data Latency
Data freshness
Data freshness
StreamInsightDirectQueryStreaming Analytics
PowerPivot for SharePoint*Power BI
Real time Periodic Daily
SQL Server Integration ServicesPower BI
* Hackable – For more granularity, see Ian Smith’s blog:
http://smithicus.wordpress.com/2011/08/09/using-a-custom-data-refresh-schedule-in-powerpivot-for-sharepoint/
Use PowerPivot workbooks as cubes Data Source=http://pathtolibrary/Filename.xlsx
Prerequisites
Where we find the tools
ExcelPower PivotPower ViewPower QueryPower Map
SQL ServerReporting ServicesPowerPivot for SharePoint
SharePointExcel ServicesPerformancePointFilters
Office 365Power Q&AData Management Gateway
Licensing
Excel OnlyPerformancePoint
SSRS Only SharePoint
On Premises
Power BIFor Office 365 Power BI
Cloud
PerformancePoint
SharePoint Enterprise
Excel Only
SharePoint EnterpriseSQL Server Standard (basic)SQL Server BI (tabular or PowerPivot)
SSRS Only
SharePoint FoundationSQL Server Express or above
Licensing
SharePoint
On Premises Cloud
Power BIFor Office 3659.99/user per month17.99/user/month with SPO
Power BIFree9.99/user/month (Pro)
Futures
Futures*
* Opinion only!!!!* Opinion only!!!!
Excel + Power x
Reporting Services
Q&A/Cheap advice
@diverdown1964whitepages.unlimitedviz.com