analytically shiny and new: a guided tour of microsoft’s business intelligence toys

Analytically shiny and newA guided tour of Microsoft’s Business Intelligence toys

Jason Himmelstein, SharePoint MVPOffice 365 Advisory Services Manager@sharepointlhornhttp://www.sharepointlonghorn.com

Jason HimmelsteinTechnology Geek at RackspaceOffice Servers & Services MVP

[email protected]://www.sharepointlonghorn.com@sharepointlhorn

http://www.sharepointlonghorn.com/austinspug

Agenda Intros What’s old for BI in SharePoint Changes to Excel Services Changes to PerformancePoint Changes to SSRS Upgrading Q&A

www.rackspace.com

Before we get started…Take my survey to help us build out a fun Power BI demo at the end of the session!

www.sharepointlonghorn.com/austinspug


SharePoint 2007


SharePoint 2007 BIOffice Group Excel Services SharePoint Filters SharePoint KPIs Business Connectivity Services Visio Services

SQL Group SQL Server Reporting Services PerformancePoint


SharePoint 2010 BIOffice Group Excel Services SharePoint Filters SharePoint KPIs Business Connectivity Services Visio Services

SQL Group SQL Server Reporting Services PerformancePoint


SharePoint 2010 BIOffice Group Excel Services PerformancePoint Services SharePoint Filters Chart Web Part SharePoint KPIs Business Data Connectivity Access Services Visio Services

SQL Group SQL Server Reporting Services Power Pivot for SharePoint


SharePoint 2013 BIOffice Group Excel Services PerformancePoint Services SharePoint Filters Business Data Connectivity Access Services Visio Services



SharePoint 2013 BI WorkhorsesOffice Group Excel Services PerformancePoint SharePoint Filters



SharePoint 2013 BI Core PillarsOffice Group Excel Services PerformancePoint



Excel Services and PowerPivot for SharePoint


Excel Services vs Office Web AppsExcel Services Renders Excel files in a browser Read-Only Connects to back end data Excel Web Access Web Part Render Power View reports* Interact with PowerPivot models* Calculation engine via SOAP based web

services API SharePoint Enterprise CAL required

Office Web App Server Renders Excel, Word, PowerPoint files in

a browser Read/Write Limited back end data connections REST based web service No separate license required


The Big News


Excel in SharePoint 2013Excel Services

Sharepoint 2013

SQL DB SSAS Tabular SSAS OLAP Other Data Sources

Refresh workbook

OLAP/Tabular interactivity

SSAS Server 2012/2014PP4SP Mode

PP4SPView workbook with data model

Use data modelUse Power View

Refresh data model

Office Web Apps Server

Refresh workbook (with limitations)OLAP/Tabular interactivity

View/Edit workbook without data model


Excel in SharePoint 2016


Refresh workbook

OLAP/Tabular interactivity

Sharepoint 2016 PP4SP

Refresh data model

SSAS Server 2016PowerPivot Mode

Use data modelUse Power View

Office Online Server

View/Edit workbook with or without data model


Benefits Single architecture/feature set for Excel rendering Excel Services no longer impacts SharePoint performance Licensing Available to Exchange, Skype Future Excel updates not locked to SharePoint No end user impact


Implications Complexity of setup (One more hop) No GUI for configuration – use PowerShell only Office Online Server requires separate server and is

mandatory Some deprecated features Excel Web Parts/Web Services must be added manually Power View requires SSRS Integrated mode


Deprecated/Changed FeaturesDeprecated Shared Data Connection Library Unattended Service Account File Access Method Throttling/restrictions

Cross Domain Access Max sessions per user Load balancing scheme

Changed Data Connections Libraries now optional UDF Assemblies deployed to OOS ODC files require Server to Server Auth (S2S) IT Management Dashboard not in CA IT Management Dashboard requires S2S Workbook as data source requires

Kerberos(KCD) between OOS and SharePoint WFEs

C2WTS Runs on OOS machine SSAS must trust OOS for EffectiveUserName

Requires SSMS 2016


New Features Power Query refresh * Excel 2016 Data model support Excel JavaScript API support Closer parity with Excel 2016 client

• Search in filters, value field settings, Comments, print selection

*Not there yet in SQL Server 2016 RC0


Enable Excel Services Functions

$Farm = Get-SPFarm $Farm.Properties.Add("WopiLegacySoapSupport", "http://OOSServer/x/_vti_bin/ExcelServiceInternal.asmx"); $Farm.Update()

http://whitepages.unlimitedviz.com/2016/01/adding-excel-services-capabilities-to-a-sharepoint-2016-farm/


Installation Changes (PP4SP) Service application and SSAS PP4SP now separate

installation SSAS Instance now referred to as Power Pivot mode


Power View Silverlight Dependency


Changed to Excel 2016 clientPowerPivot = Power Pivot (or “Manage Data Model”)Power Query = “Get & Transform”Power View = Power View (if you can find it)Power Map = 3D Maps


Power View Added to Excel 2013 Silverlight dependency (server and client) Hidden from the ribbon by default in 2016 Requires both PowerPivot for Sharepoint and SSRS

Integrated mode in SharePoint 2016


PerformancePoint Services


PerformancePoint 2016 – What’s New

It’s still there!


PerformancePointDashboard DesignerScorecardsAnalytic Charts/GridsDeprecated?


SQL Server Reporting Services


“Reporting Services is our on-premises solution for BI report delivery”

Microsoft - Business Intelligence – our reporting roadmap – October 2015


Changes to SSRS in 2016

More Shortly…….https://blogs.technet.microsoft.com/dataplatforminsider/2015/10/29/microsoft-business-intelligence-our-reporting-roadmap

https://blogs.technet.microsoft.com/dataplatforminsider/2015/10/29/microsoft-business-intelligence-our-reporting-roadmap


Report TypesOperationalPaginated (SSRS, Excel) AnalyticInteractive (PBI)Mobile (SSRS mobile)Analytical (Excel)


Four Report Types Paginated 1,2

• SSRS, Excel Interactive 1,2,3

• Power BI Desktop Mobile 1,3

• SSRS Mobile Analytical 2,3,4

• Excel

1 Served by SSRS2 Served by Power BI (cloud)3 Served by Power BI mobile app4 Served by Office Online Server


HTML 5 Based Rendering Engine


Reporting Services Web Portal


Customizable Parameters Pane


Mobile Reports


New UI for Report Builder/SSDT

Old

New


SSRS Native Mode in SharePoint Native mode web parts ship with SQL Server

• Unchanged from SSRS 2008 R2

Native SP Integrated


New Features for SSRS HTML 5 Based Rendering Engine Customizable Parameters Pane New UI for Report Builder New Web Portal Mobile Reports

New Chart Types Tree Map and Sunburst

PDF replaces ActiveX for printing PowerPoint rendering and export KPIs Pin to Power BI Dashboard Render Power BI Desktop files* Render Excel Files?

*Available after SQL Server 2016 GANative Mode


New Features for SSRS HTML 5 Based Rendering Engine New UI for Report Builder

New Chart Types Tree Map and Sunburst

PDF replaces ActiveX for printing PowerPoint rendering and export

SharePoint Integrated Mode


Native vs Integrated Mode Separate storage system Separate security model No SharePoint requirement New features supported Hybrid options

Document Library Containers SharePoint security model SharePoint Service application

Easy administration Easy Scaling Licensing burden

Power View support

Integrated ModeNative Mode

Native Mode FTW


2016 Configuration SummaryFeature RequirementsExcel workbooks connected to SSAS Data Sources

Kerberos Constrained Delegation (KCD) between OOS and SSAS data sourceOREffectiveUserName enabled on OOS Server(s)OOS Server account(s) added to Admin list on SSAS server(s)

Connected Excel workbooks to Windows Authenticated SQL Server Data Sources

KCD between OOS and SQL ServerClaims to Windows Token Service running on OOS Server with Network Service enabled

Connected Excel workbooks using stored credentials (Excel Services Authentication Options)

Secure Store Service (SSS) credential createdOOS machine account added to SSS Members list“AllowHttpSecureStoreConnections = true” set on OOS server if HTTP is used

PowerPivot enabled Excel workbooks SSAS PowerPivot Mode server availableSSAS PP Mode server added to BI server list on OOS Server via New-OfficeWebAppsExcelBIServer cmdletOOS Server account added to Administrators list of SSAS PowerPivot Mode Server

Automatic Refresh of PP enabled workbooks

PowerPivot for SharePointSilverlight (client side)

PowerPivot Gallery PowerPivot for SharePointSilverlight (client side)

Excel files as a data source PowerPivot for SharePointPP4SP must have admin access on SSAS PP mode ServerKCD between OOS and SharePoint applicationClaims to Windows Token Service running on OOS Server with Network Service enabled

External ODC file support PowerPivot Management Dashboard

S2S Trust Configured between OOS and SharePoint

Power View reports SSRS Integrated modeSilverlight (client side)

Power View in ExcelPower View with Excel as a data source

SSRS Services account must be added to the Admin group on the BI serverSilverlight (client side)


John White’s setup guidesArticle DescriptionRethinking Business Intelligence in SharePoint and SQL Server 2016

My take on the changes to on-premises BI in the Microsoft world, and what the implications are for the present and future

Adding Excel Services Capabilities to a SharePoint 2016 Farm

How to Set up Office Online Server to support the services previously available in Excel Services

Enable PowerPivot Support in Office Online Server 2016 and Sharepoint 2016

How to set up SharePoint 2016 and Office Online Server to support Excel workbooks with embedded PowerPivot data models

Using PowerPivot for SharePoint with SharePoint 2016

How to configure the PowerPivot for SharePoint 2016 service application

Configuring SSRS 2016 Integrated Mode with SharePoint 2016

How to configure SQL Server Reporting Services 2016 Integrated mode in SharePoint 2016

Integrating SharePoint 2016 with SSRS Native Mode

How to configure SQL Server Reporting Services 2016 Native mode and integrate it with SharePoint 2016

http://whitepages.unlimitedviz.com/2015/12/rethinking-business-intelligence-in-sharepoint-and-sql-server-2016/

http://whitepages.unlimitedviz.com/2015/12/rethinking-business-intelligence-in-sharepoint-and-sql-server-2016/



http://whitepages.unlimitedviz.com/2016/03/enable-powerpivot-support-in-office-online-server-2016/



http://whitepages.unlimitedviz.com/2016/03/powerpivot-sharepoint-sharepoint-2016/

http://whitepages.unlimitedviz.com/2016/03/powerpivot-sharepoint-sharepoint-2016/

http://whitepages.unlimitedviz.com/2016/03/configuring-ssrs-2016-integrated-mode-sharepoint-2016/

http://whitepages.unlimitedviz.com/2016/03/configuring-ssrs-2016-integrated-mode-sharepoint-2016/

http://whitepages.unlimitedviz.com/2016/03/integrating-sharepoint-2016-ssrs-native-mode/

http://whitepages.unlimitedviz.com/2016/03/integrating-sharepoint-2016-ssrs-native-mode/


Upgrading


Upgrade from the bottom up

Excel Services Sharepoint 2013


SSAS Server 2012/2014PP4SP Mode

PP4SP2013

Office Web Apps Server 2013

Excel 2013 Client


Step 1 – Upgrade SSAS PP4SP Mode




PP4SP2013

Office Web Apps Server 2013

Excel 2013 Client


Step 2 – Upgrade OWA Server




PP4SP2013

Office Online Server 2016

Excel 2013 Client


Step 3 – Upgrade SharePoint Server

Sharepoint 2016



PP4SP2016


Excel 2013 Client


Step 4 – Upgrade Office Clients

Sharepoint 2016



PP4SP2016


Excel 2016 Client


Power BI GatewaysFEATURES PERSONAL ENTERPRISE

Import data and set up scheduled refresh • Coming soon

Run as an app for users who aren't administrators on the computer •Run as a single user with your credentials •Serves multiple users with access control per data source •Support for DirectQuery to SQL Server •Support for a live connection to Analysis Services •Monitoring and auditing for gateway and data sources Coming soon

Choose the gateway that best fits your needs


Power BI Publisher for Excel


Key Takeaways Changes to Excel/PowerPivot primarily architectural Office Online Server required KCD required for Windows authentication Changes to SSRS primarily features based Use Power Query for all Excel data models De-emphasize Power Pivot Run away from PerformancePoint Explore Power BI


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…one last thing

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