operational dashboarding and reporting with microsoft business intelligence solutions

Operational Reporting and Dashboarding using Microsoft Business Intelligence Solutions John P Whitejpw@unlimitedviz.com@diverdown1964http://whitepages.unlimitedviz.com

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John WhiteCTO/Co-Founder of UnlimitedVizM.Sc., SharePoint Server MVP, SQL Server v-TS

jpw@unlimitedviz.comhttp://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