create dynamic interactive reports using power view by peter serzo - sptechcon

Peter Serzo

SPTECHCON – San Francisco

March 2013

Peter Serzo, MCP, MCSD .Net, MCTS

High Monkey Consulting

Blog: monkeyblog.highmonkey.com

www.highmonkey.com

PSerzo@highmonkey.com

Twitter: pserzo

Author

Love to read and Love a Good Story

www.highmonkey.com Check out our new site!

What’s is today’s session about?

Power View

What is it?

Infrastructure

Data Source

Configuration

Create a Report

Cool things you can do

with Reports

Power View

What is Power View

What is Power View

What is Power View

Reporting Services Team

SSRS RB3.0

Power View

Power View utilizes

Tabular Model

Tabular Model Analysis Services

• Excel Office Professional Plus 2013 Office 365

• Excel Web App SharePoint Server 2013 Enterprise SQL Server 2012 SP1 Business Intelligence Office 365/SharePoint Online

• Power View (standalone) in SharePoint SharePoint Server 2010 Enterprise SharePoint Server 2013 Enterprise SQL Server 2012 SP1 Business Intelligence

Power View Brands

Direct Query Mode

DirectQuery mode for Analysis Services tabular models allows you to keep your data in a SQL Server relational database and still get the benefits of interactive

reporting with Power View.

SQL 2012 Service Pack 1 Support for Power View in Microsoft Excel 2013

Need Silverlight

Power View Comparisons

Excel Excel Web App Power View standalone

Design reports Yes No Yes

Interact with reports Yes Yes Yes

Visualizations All All All

Cross-visualization interactivity

Yes Yes Yes

Max. workbook size Client limits SharePoint limits (Office 365: 10 MB)

SharePoint limits

Embedded data model Yes Yes No

External data models Yes Yes (Office 365: No) Yes

Multiple models Yes Yes (Office 365: No) No

Multidimensional models (cubes)

No No Yes

Reorder Power View sheets No No Yes

Reading and Full-Screen modes

No No Yes

Zoom No Browser zoom Browser zoom

External images Yes Yes (Office 365: No) Yes

Export to PowerPoint No No Yes

Power View Infrastructure/Configuration

Infrastructure

SQL RS Add-in

Site Collection Feature

Creating a Data source…

Creating a Data source…

Power View Data

Source

PowerPivot Gallery

BISM Connection

Report/xslx

Creating a Data source PowerPivot Gallery…

Creating a Data source Infrastructure…

Creating a Data source PowerPivot Gallery…

Creating a Data source PowerPivot Gallery…

You don’t need PowerPivot

Creating a Data source…

Report Design

1. Refresh/Cancel button 2. Arrange: Bring forward or send backward 3. Fit to Window 4. Reading and full-screen modes 5. Ribbon 6. Views pane 7. Default title text box 8. Sort options

9. View in edit mode 10. Visualization filter and popout icons 11. Filters area 12. Row label field icons 13. Help icon 14. Measure (Sigma ∑) symbols 15. Fields section 16. Field list 17. Layout section

KPIs Hierarchies Perspectives Drill Through

Real Time

Excel

Power View

Reporting Services

PerformancePoint

Power View does not… Replace RB 2.0, 3.0 or SSDT

Not a goal to edit or add new interactivity to Dev/IT Pro reports built in RB or SSDT

Does not work against SharePoint Lists (Directly)

Not a high-end analysis experience

Not a goal to provide complex calculation building

Not a cell-based calculation tool

Not a forecasting/write back tool

Not a replacement for PPS scorecards or ProClarity

Questions