self-service business intelligence in sharepoint 2013

Ivan SandersSharePoint MVP/MCTivan@dimension-si.com@iasanders

Self-Service Business Intelligence in SharePoint 2013

• Introductions• Architecture• Installation Configuration• Design & Development• Packaging and Deployment• QA• Who do you trust

Outline & Agenda

Ivan SandersIvan Sanders is a SharePoint MVP/MCT Author and independent consultant with more than 15 years of broad-based hands-on experience with the design and development of mission-critical applications that include Business Intelligence Dashboards in the enterprise and deployment of Microsoft products, while delivering nothing but Microsoft SharePoint solutions since 2004.

Ivan is active in the SharePoint Community through the MSDN and TechNet forums, Teched and PDC Birds of a Feather, SharePoint Saturday, SharePoint Conferences, SharePoint ShopTalk, INETA, GITCA, and Local Southern California User Groups.

twitter http://twitter.com/iasanders, LinkedIn http://www.linkedin.com/in/iasanders, Blog http://msmvps.com/blogs/ivansanders MVP Profile https://mvp.support.microsoft.com/profile/Ivan.Sanders .Codeplex: http://SharePointDemoBuilds.Codeplex.comAmazon: http://www.amazon.com/Business-Intelligence-Microsoft-SharePoint-2013/dp/0735675430

Requirements

Web & Application ServersSingle Server Farms• SharePoint 2010 vs. SharePoint “2013”

Comparison:Component

SharePoint 2010 Minimum Requirement

SharePoint “2013” Minimum Requirement

Processor 64-bit, four cores 64-bit, four cores

RAM 4 GB for developer or evaluation use8 GB for production use in a single server or multiple server farm

4 GB for developer or evaluation use8 GB for production use in a single server or in a multiple server farm

Hard disk 80 GB for system drive

Maintain twice as much free space as you have RAM for production environments.

80 GB for system drive

Maintain twice as much free space as you have RAM for production environments.

Database ServersMinimum Hardware Requirements• SharePoint 2010 vs. SharePoint “2013”

Comparison:Component

SharePoint 2010 Minimum Requirement

SharePoint “2013” Minimum Requirement

Processor 64-bit, 4 cores for small deployments64-bit, 8 cores for medium deployments

64-bit, 4 cores for small deployments64-bit, 8 cores for medium deployments

RAM 8 GB for small deployments16 GB for medium deployments

8 GB for small deployments16 GB for medium deployments

Hard disk 80 GB for system driveHard disk space is dependent on the size of your SharePoint content

80 GB for system driveHard disk space is dependent on the size of your SharePoint content

OLAP vs. Tabular Considerations

Feature Multidimensional Tabular

RAM Some (16/32 GB) A lot (64/128)

RAM Speed Important Crucial

Number of cores 4/8/16 4/8/16

Core speed Less Important Crucial

Disk speed Very Important NA

SSD Disk Usage Strongly recommended NA

Network speed Important Important

Concurrency Pretty good Not enough experience…

• Plan for Tabular and PowerPivot memory usage

• Just because you can, Doesn’t mean you should

• Don’t even think about installing your DEV system with 4GB though you may be able to use 8GB the minimum you should have is 16GB

Best Practices

Architecture

SharePoint 2013 Architecture• In general the model has

stayed same as in previous version

• Numerous platform level improvements and new capabilities • Shredded Storage• SQL Improvements• Cache Service• Request Management• Themes• Sharing

Business Intelligence• Excel Client• Instant analysis through In Memory

BI Engine• Power View• Power Pivot

• Excel Services• Improved data exploration• Field List and Field Well Support• Calculated Measures and Members• Enhanced Timeline Controls

Business Intelligence• PerformancePoint Services• Filter enhancements and Filter

search• Dashboard migration• Support for Analysis Services

Effective User• Visio Services• Refresh data from external sources

– BCS and Azure SQL• Supports comments on Visio

Drawings• Maximum Cache Size service

parameter• Health Analyzer Rules to report on

Maximum Cache Size

Visio Services Architecture

Visio Web Access

Custom Data Providers

Visio JSOM Mash-Up API

Web Part Connections

Visio Proxy

Visio Graphics Service

VDW/b/m

SharePoint Content Database

External Data Sources

Web

Front End

Applicati

on Server

Backend SQLOLEDB/ODBC

XLSX SP ListsSQL

AzureExternal

Lists

Excel Business Intelligence Architecture

TabularMulti-

dimensionalData Model

External Data Sources

Presentati

on

BI

Semantic

Model ROLAP

Excel 2013

SharePoint

Insights

Power View

Business logic and queries

Data access

MDX DAX

MOLAP

xVelocity

DirectQuer

y

OData FeedsDatabases HadoopSQL Azure

& Cloud

…and more

PerformancePoint Services Architecture

Web PartsWeb Services

RenderingCustom Editors

Web Services Authoring

SharePoint Data StoreMonitoring Services

Application Proxy

Data Source Extensibility

PPS App Settings

SharePoint Repository

PerformancePoint Services WCF

Interface

External Data Sources

Clien

t

Web

Front

End

Application

Server

Backend

HTTP/HTML AJAX/JSON SOAP/XML

SharePoint Data Store

Installation & Configuration

Best Practices

1. If you haven't created a SQL Installation Answer file or a PowerShell script there is no time like the present

2. Download AutoSpInstaller http://autospinstaller.codeplex.com

• Modify the AutoSPInstallerInput.xml with your company SharePoint Service Accounts, WebApps etc.

Like SPService, SPAdmin, SPSearch, SPFarm, SPCrawl, SPMySite, SPWebApp. SQLService, SQLAdmin

• Modify the search index location• Set WebAnalyticsService Provision="false“• Extract the Binaries to disk• There is a new GUI for helping you to enter your information if you don’t have an xml editor• One of the many cool things is if the script fails, just modify the input file and run again it will

start where it left off

3. Complete post-deployment tasks as required

Demo

Finalize Configuration of SharePoint 2013

Demo + Codehttp://bit.ly/kOqLnv

Design & Development

The Business Data Continuum

Operational Databases

Data Consolidation & Transformation

(ETL)

Relational Data Warehouse

OLAP CubesORTabular Data

Reports, Charts, Dashboards & Scorecards

Right-Sizing SolutionsBusiness Needs

Gather Analytical

Requirements

Design Dimensional

Model

Design Data Transformatio

ns

Create OLAP Dimensions &

Cubes

Design Reports & Analytics

Design Presentation

Portal

BI Solution Design Phases & Components

SQL File Data Flow

SQL Server Relational

Integration Services

AnalysisServices

ReportingServices

SharePointServices

What tool should I use? When?

PerformancePoint

SSAS

Grids Graphs

Exploration

Value Based

GaugesScorecards

Sparklines

Diagrams

SSRS

Why Tabular?(xVelocity/Vertipaq engine)• The current process for analytics idea to

implementation is way too long. • I think Everyone knows Excel.• Tabular is easier and faster than OLAP !!!• Most important: You will quickly make

your users heroes when introducing self-service analytics and reporting in Power View.

• It doesn’t take a DBA to create Reports or Models

• If its NOT a WSP or it doesn’t get deployed. • There should never be manual changes

made by developers to UAT or PRD. Developers should NOT have access to the environment beyond their normal User Rights

Best Practices

QA

Who Do you trust??• Maurice Prather http://www.bluedoglimited.com/default.aspx • Andrew Connell http://www.andrewconnell.com/blog • Spence Harbar http://www.harbar.net • Heather Solomon http://www.heathersolomon.com/blog • Todd Klindt http://www.toddklindt.com/default.aspx• Todd Baginski http://www.toddbaginski.com/blog • Todd Bleeker http://bit.ly/edlSm5

Jan Tielens http://weblogs.asp.net/jan • Patrick Tisseghem http://www.u2u.info/Blogs/Patrick/default.aspx • Wictor Wilen http://www.wictorwilen.se • Ted Patisson http://blog.tedpattison.net/default.aspx • Lars Fastrup http://www.fastrup.net • Carsten Keutmann http://keutmann.blogspot.com• Keith Richie http://blog.krichie.com• Bill Baer http://blogs.technet.com/b/wbaer • Sahil Malik http://blah.winsmarts.com • Bil Simser http://weblogs.asp.net/bsimser • Ivan Sanders http://msmvps.com/blogs/ivansanders• Gary LaPointe http://blog.falchionconsulting.com• Shanon Bray http://shannonbray.wordpress.com

THANK YOU

Codeplex – with Source Code• http://cksdev.codeplex.com • http://startermasterpages.codeplex.com • http://spm.codeplex.com • http://autospinstaller.codeplex.com • http://spsf.codeplex.com • http://slk.codeplex.com • http://smarttools.codeplex.com • http://spviewpermission.codeplex.com• http://bidshelper.codeplex.com • http://almspecialisttoolkit.codeplex.com • http://spsf.codeplex.com

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