microsoft business intelligence - …...excel service, performancepoint services, and visio services...

1
MICROSOFT BUSINESS INTELLIGENCE AT A GLANCE © 2012 Microsoft Corporation. All rights reserved. Email: [email protected] Explore Microsoft BI enables you to dis- cover and analyze data using familiar desktop applications, namely Excel. Most Microsoft BI technologies integrate with Excel, such as PowerPivot and Power View. With the xVelocity in- memory engine integrated into Office 2013, Excel users can ana- lyze large datasets in a matter of seconds, and Power View lets you build visually attractive and con- textual reports. Visualize Information workers are accus- tomed to visualizing data interac- tively in Excel through pivot tables and charts on a worksheet. A new option in Excel 2013 is the Power View sheet. Each sheet has its own charts, tables, and other visualiza- tions. A single Excel workbook can contain multiple Power View sheets, and each of the sheets can be based on a different data model. Control Having users gain more action- able insights through self-service BI solutions requires IT to deliver BI services to the organization at a new level of manageability, con- trol, and compliance. Microsoft BI includes tools for IT to monitor and protect BI assets without hampering user agility and cre- ativity, which help to create what we call “Managed Self-Service BI”. Information Sources BI Semantic Model in Analysis Services Data model Business logic and queries Data access Multi- dimensional MDX ROLAP MOLAP Tabular DAX XVelocity Direct Query SQL Server Data Sources The BI Semantic Model (BISM) is a single model for BI applications, from reporting and analysis to dashboards and scorecards, enabling users to have a consistent view of their data. It provides flexibility in design and creation of business logic including direct access to the underlying data for real-time analysis. Native Mode Reporting Services Report Server Database In native mode, the report server provides all viewing, management, processing, and delivery of reports and report models. Clients include Report Manager, Report Builder, Report Designer, Web parts, and third-party tools. Note that Reporting Services Power View is not available in native mode (SharePoint- integrated mode only). Scheduling and Delivery Processor Programmatic Interfaces Authentication Extensions Report Processing Extensions Rendering Extensions Data Processing Extensions Report Processor Delivery Externsions Reporting Services Data Alerts Data alerts are a data-driven alerting solution for any user that can access reports to setup alert rules and be alerted when report data changes occur that match the defined set of rules. Data alerts messages are sent by email. Depending on the importance of the information, you can choose to send alert messages more or less frequently and only when results change. You can specify multiple recipients for the alert messages and this way keep others informed and enhance efficiency and collaboration. Alert Definition (Alerting Database) Process alert Monitor Queue Event to process the alert Alerting Database SQL Agent Job SQL Agent Job Run Report Report Create alert definition Alert data Alert Instance Data Feed Alert Designer (Save Alert definition) Alerting Service (Reporting Services) 1. Read data feed 2. Apply conditions to feed data 3. Create alert instance 4. Deliver alert message via email Data Sources Relational Databases Includes SQL Server, Parallel Data Warehouse, Oracle, Teradata, Sybase, Informix, IBM DB2, and others. Windows Azure SQL Database is a cloud-based platform with the ben- efits of SQL Server connectivity. Big Data sources based on Apache Hadoop/Hive or Windows Azure HDInsight can be accessed through the Microsoft ODBC Provider for Hive. Multidimensional Multidimensional and tabular Analysis Services databases. Excel workbooks with embedded Pow- erPivot data models uploaded to a BI-enabled SharePoint farm. Data Files Relational data stored in Microsoft Access databases. Plain-text tabular data, such as Excel spreadsheets and comma- separated values (CSV) files. Web Content Datasets from public and private data providers on the Internet via Windows Azure Marketplace DataMarket. OData, REST and JSON-based Web Services from Twitter, Facebook, and others. Cut and paste tables from Web pages into data models. SharePoint Lists Content and metadata from Share- Point lists and document libraries. BI Semantic Models can import and mash up data from a variety of sources, including relational and multidimensional databases, data feeds, and data files. The import is accomplished through data providers. Make sure the required data providers are installed on the server accessing the data. Big Data Analytics Enjoy elastic scalability in the cloud. Experience greater agility, enabling faster response to business and cus- tomer needs. Gain better control of your data and costs. Windows Azure Linked Server via OLE DB for ODBC SQL View ODBC for Hive Apache Hadoop- based Services in Windows Azure Microsoft Excel Execute HiveQL Queries directly in Excel using the Hive Pane Import Big Data into PowerPivot via Microsoft ODBC for Hive Use Power View in Excel and Share- Point to explore the data in interactive visualizations and reports Analysis Services SQL Server Database Engine ODBC for Hive ODBC for Hive SQL Native Client Import Big Data into tabular data- bases directly via OLE DB for ODBC and ODBC for Hive. Import Big Data into multi-dimensional data- bases via a linked server and SQL views. Like it? Get it. http://gettag.mobi Presentation Subsystem SharePoint Server 2013 Audit and Control Management Server Microsoft Audit and Control Management Server provides change management features for Excel and Access files. You can discover and assess business critical Excel spreadsheets stored on network shares and in SharePoint libraries, and track spreadsheets based on number of attri- butes, such as data connections, condi- tional formatting, data changes in Piv- otTables, and file sizes. ACM Application Server Runs the business logic to analyze file changes. ACM Database Holds the audit trail records for the ACM system. ACM Web Server Hosts all ACM user interface (UI) and front-end server components. Web Front End Application Server ACM Add-in Integrates SharePoint with the ACM system. Excel Web Access Renders Excel workbooks in the browser. PPSRenderingService Renders PerformancePoint dashboard objects. PPSAuthoringService Used by Dashboard Designer to work with dashboard content and data sources. Visio Web Access Renders Visio Web drawings based on a .vdw file. PowerPivot Web Service Enables farm-external access to workbooks as a data source. Reporting Services Add-in Implements the Reporting Services user interface features. Excel Calculation Services Loads and processes workbooks and data models. BIMonitoringServiceApplication Provides the middle-tier business logic for PerformancePoint Services. Visio Graphics Service Renders Visio Web drawings based on a .vdw file. PowerPivot System Service Triggers scheduled data refresh and processes usage data. Power View and Alerting Service Runs the Reporting Services engine in SP-integrated mode. SSRS App Database PowerPivot App DB SharePoint Config DB SharePoint Content Databases Excel Service, PerformancePoint Services, and Visio Services are included in SharePoint Server 2013. PowerPivot for SharePoint 2013 and Reporting Services Power View for SharePoint 2013 are available with SQL Server 2012 Service Pack 1. Web Applications Shared Service Applications Refresh queue and usage data Alert rules and other configuration parameters Stores configuration and site mapping information for the entire farm. Farm-External Access to Workbooks as a Data Source SharePoint 2013 Farm Analysis Services in SharePoint mode Excel or other client PowerPivot Front-End Web Service Excel Calculation Services PowerPivot System Service SPClient Data Model 1. Client loads MSOLAP, ADOMD.NET, or AMO and specifies the URL of a workbook as the data source, which sends the request to the PowerPivot Web Service. 2. PowerPivot Web service forwards the request to the PowerPivot System Service. 3. PowerPivot System Service uses SPClient to send ECS a request to load the model. 4. ECS retrieves the workbook from the content database. 5. ECS loads the data model and returns the connection information to PowerPivot. 6. PowerPivot System Service establishes a direct connection to the data model. SharePoint Content Database Workbook Farm-Internal Access to Workbooks as a Data Source SharePoint 2013 Farm Analysis Services in SharePoint mode PerformancePoint Services Reporting Services Power View Excel Calculation Services ADOMD.NET SPClient Visio Services SharePoint Content Database Workbook Data Model 1. Service loads ADOMD.NET and specifies the URL of a workbook as the data source. 2. ADOMD.NET sends Excel Calculation Services (ECS) a request to load the data model. 3. ECS retrieves the work- book from the content database. 4. ECS loads the model and returns the connection information to ADOMD.NET. 5. ADOMD.NET establishes a direct connection to the data model. Clients The Self-Service BI tool of choice is Excel 2013. You can import data from a variety of sources, clean it up through built-in tools, extend the data model by using PowerPivot, explore the data through pivot tables and charts, visualize it through Power View, and share your results in SharePoint. SQL Server Data Tools (SSDT), on the other hand, is a Visual Studio-based development environment for BI professionals to create Analysis Ser- vices, Integration Services, and Reporting Services solutions. Business Intelligence in Excel Access Visualize Share Mash-up Clean Explore Excel 2013 Data Model xVelocity in-Memory Engine Excel 2013 ships with pivot tables, charts, and the xVeloc- ity in-memory engine, as well as PowerPivot, Power View, and Inquire add-ins. Built-in features are immediately available while add-ins are manually enabled. Most add-ins customize the Excel ribbon by adding new tabs. Inquire for Excel Add-in Power View for Excel Add-in PowerPivot for Excel Add-in Import data from a variety of sources. Use Flash Fill and Quick Analysis to find patterns, fill gaps, and identify duplicate or unique values. Create complex relationships and hierarchies, KPIs, and business calcula- tions to design your data model. Enjoy the extreme performance of the xVelocity in-memory engine. Upload your workbooks to SharePoint or Office 365 to share and collaborate for better decision making. Take advantage of embedded Power View to create stunning, interactive and contextual reports. The Data Mining Add-Ins for Predictive Analytics are available as a separate download. Within Excel, Data Mining adds Table Analysis Tools and the Data Mining Client to create, test, explore, and manage data mining models, and to derive patterns and trends that exist in complex data. Analysis Services Server in Multi-Dimensional Mode Temp Data Mining DB Spreadsheets SSAS Databases Data Mining Add-Ins Excel 2013 Getting started with the Explore Data Wizard Developers Sophisticated Design Environment Report Viewer Controls Rich Design Capabilities IT Pros + Power Users Productive Authoring Re-use of insights Flexible layout End Users Visual data representation Highly Interactive Rich Presentation Report Designer Report Builder Power View Visual Studio TFS + Build Integration Services Reporting Services Analysis Services SQL Server Data Tools Analysis Services BISM: Multi dimensional Analysis Services BISM: Tabular model SQL Server Integration Services SQL Server Report Server SSDT builds on the Visual Studio integrated shell, which provides the framework for the SSDT project types. If you install SSDT on the same computer as a full version of Visual Studio, SSDT will be integrated directly into Visual Studio. SSDT adds the following project templates for Business Intelligence to Visual Studio as VSPackages. Reporting Tools Reporting Services offers several tools for authoring and deploying reports on a report server running in native mode. A report definition is typically an XML file in RDL format. RDL files are authored in Report Designer or Report Builder. Power View, on the other hand, is a feature of SQL Server 2012 Reporting Services for interactive data exploration, visualization, and presentation. Power View creates reports in a new file format, RDLX. An RDLX file is a package that is compatible with a compressed (.zip) file. The structure within the RDLX file follows the rules that are outlined in the Open Packaging Conven- tions (OPC). Clients Directory Sync Active Directory Active Directory Federation Services Excel Services in Office 365 enables browser interactivity for workbooks that have been made tablet- friendly. You can sort, filter, and pivot on data, interactively drill up, down with the new “Quick Explore,” and change pivot tables in the PowerPivot Field List. For data embedded in Excel tables, users can also refresh the data model and see the changes in the pivot tables and charts. Excel Services in Office 365 also supports the display of Power View sheets with all of its interactivity to visualize your insights. Microsoft Office 365 Microsoft Online Directory Service Federation Gateway SharePoint Online PowerPivot Workbooks in Office 365 Single sign-on (SSO) can provide users a seamless experience when sharing workbooks through Office 365. SSO Mobile BI Microsoft browser-based mobile business intelli- gence can be best experi- enced on Windows mobile devices and is also officially supported on Apple iPad devices. Business intelli- gence content that can be viewed on Windows and Apple iPad mobile devices includes SharePoint Perfor- mancePoint dashboards, scorecards, Reporting Services, Excel Services and Visio Services reports.

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MICROSOFTBUSINESS INTELLIGENCEAT A GL ANCE

© 2012 Microsoft Corporation. All rights reserved. Email: [email protected]

ExploreMicrosoft BI enables you to dis-cover and analyze data using familiar desktop applications, namely Excel. Most Microsoft BI technologies integrate with Excel, such as PowerPivot and Power View. With the xVelocity in-memory engine integrated into Office 2013, Excel users can ana-lyze large datasets in a matter of seconds, and Power View lets you build visually attractive and con-textual reports.

VisualizeInformation workers are accus-tomed to visualizing data interac-tively in Excel through pivot tables and charts on a worksheet. A new option in Excel 2013 is the Power View sheet. Each sheet has its own charts, tables, and other visualiza-tions. A single Excel workbook can contain multiple Power View sheets, and each of the sheets can be based on a different data model.

ControlHaving users gain more action-able insights through self-service BI solutions requires IT to deliver BI services to the organization at a new level of manageability, con-trol, and compliance. Microsoft BI includes tools for IT to monitor and protect BI assets without hampering user agility and cre-ativity, which help to create what we call “Managed Self-Service BI”.

Info

rmat

ion

Sour

ces

BI Semantic Model in Analysis Services

Data model

Business logic and queries

Data access

Multi-dimensional

MDX

ROLAP MOLAP

Tabular

DAX

XVelocityDirectQuerySQL Server

Data Sources

The BI Semantic Model (BISM) is a single model for BI applications, from reporting and analysis to dashboards and scorecards, enabling users to have a consistent view of their data. It provides flexibility in design and creation of business logic including direct access to the underlying data for real-time analysis.

Native Mode Reporting Services

Report ServerDatabase

In native mode, the report server provides all viewing, management, processing, and delivery of reports and report models. Clients include Report Manager, Report Builder, Report Designer, Web parts, and third-party tools. Note that Reporting Services Power View is not available in native mode (SharePoint-integrated mode only).

Scheduling and Delivery Processor

ProgrammaticInterfaces

AuthenticationExtensions

Report ProcessingExtensions

RenderingExtensions

Data ProcessingExtensions

Report Processor

DeliveryExternsions

Reporting Services Data AlertsData alerts are a data-driven alerting solution for any user that can access reports to setup alert rules and be alerted when report data changes occur that match the de�ned set of rules. Data alerts messages are sent by email. Depending on the importance of the information, you can choose to send alert messages more or less frequently and only when results change. You can specify multiple recipients for the alert messages and this way keep others informed and enhance e�ciency and collaboration.

Alert De�nition(Alerting Database)

Process alert

MonitorQueue

Event to processthe alert

Alerting Database

SQL Agent Job

SQL Agent Job

Run Report

Report

Create alertde�nition

Alert data

Alert Instance

Data Feed

Alert Designer(Save Alert de�nition)

Alerting Service (Reporting Services)

1. Read data feed

2. Apply conditions to feed data

3. Create alert instance

4. Deliver alert message via email

Dat

a So

urce

s

Relational DatabasesIncludes SQL Server, Parallel Data

Warehouse, Oracle, Teradata, Sybase, Informix, IBM DB2, and others.

Windows Azure SQL Database is a cloud-based platform with the ben-

efits of SQL Server connectivity.

Big Data sources based on Apache Hadoop/Hive or Windows Azure

HDInsight can be accessed through the Microsoft ODBC Provider for Hive.

Multidimensional Multidimensional and tabular Analysis

Services databases.

Excel workbooks with embedded Pow-erPivot data models uploaded to a

BI-enabled SharePoint farm.

Data FilesRelational data stored in Microsoft

Access databases.

Plain-text tabular data, such as Excel spreadsheets and comma-

separated values (CSV) files.

Web ContentDatasets from public and private data providers on the Internet via Windows

Azure Marketplace DataMarket.

OData, REST and JSON-based Web Services from Twitter, Facebook, and

others.

Cut and paste tables from Web pages into data models.

SharePoint ListsContent and metadata from Share-Point lists and document libraries.

BI S

eman

tic M

odel

s ca

n im

port

and

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h up

dat

a fro

m a

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of s

ourc

es, i

nclu

ding

re

latio

nal

and

mul

tidim

ensi

onal

dat

abas

es,

data

fee

ds,

and

data

file

s. Th

e im

port

is

acco

mpl

ishe

d th

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ta p

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ders

. M

ake

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ta p

rovi

ders

are

in

stal

led

on th

e se

rver

acc

essi

ng th

e da

ta.

Big Data Analytics

• Enjoy elastic scalability in the cloud.• Experience greater agility, enabling faster response to business and cus-tomer needs.• Gain better control of your data and costs.

Windows Azure

Linked Servervia OLE DB for

ODBC

SQL View

ODBC for Hive

Apache Hadoop-based Services in Windows Azure

Microsoft Excel• Execute HiveQL Queries directly in Excel using the Hive Pane• Import Big Data into PowerPivot via Microsoft ODBC for Hive• Use Power View in Excel and Share-Point to explore the data in interactive visualizations and reports

Analysis ServicesSQL Server Database Engine

OD

BC fo

r Hiv

e

ODBC for Hive

SQL Native Client

• Import Big Data into tabular data-bases directly via OLE DB for ODBC and ODBC for Hive.

• Import Big Data into multi-dimensional data-bases via a linked server and SQL views.

Like it? Get it.http://gettag.mobi

Pres

enta

tion

Subs

yste

m SharePoint Server 2013 Audit and Control Management Server

Microsoft Audit and Control Management Server provides change management features for Excel and Access files. You can discover and assess business critical Excel spreadsheets stored on network shares and in SharePoint libraries, and track spreadsheets based on number of attri-butes, such as data connections, condi-tional formatting, data changes in Piv-otTables, and file sizes.

ACM Application ServerRuns the business logic to analyze file changes.

ACM DatabaseHolds the audit trailrecords for the ACM system.

ACM Web ServerHosts all ACM user interface (UI) and front-end server components.

Web Front End

ApplicationServer

ACM Add-inIntegrates SharePointwith the ACM system.

Excel Web AccessRenders Excel workbooks in the browser.

PPSRenderingServiceRenders PerformancePoint dashboard objects.

PPSAuthoringServiceUsed by Dashboard Designer to work with dashboardcontent and data sources.

Visio Web AccessRenders Visio Web drawings based on a .vdw file.

PowerPivot Web ServiceEnables farm-external access to workbooks as a data source.

Reporting Services Add-inImplements the Reporting Services user interface features.

Excel Calculation ServicesLoads and processes workbooks and data models.

BIMonitoringServiceApplication Provides the middle-tier business logic for PerformancePoint Services.

Visio Graphics ServiceRenders Visio Web drawings based on a .vdw file.

PowerPivot System ServiceTriggers scheduled data refresh and processes usage data.

Power View and Alerting ServiceRuns the Reporting Services engine in SP-integrated mode.

SSRS AppDatabase

PowerPivotApp DB

SharePointConfig DB

SharePoint ContentDatabases

Excel Service, PerformancePoint Services, and Visio Services are included in SharePoint Server 2013. PowerPivot for SharePoint 2013 and Reporting Services Power View for SharePoint 2013 are available with SQL Server 2012 Service Pack 1.

Web ApplicationsShared Service Applications

Refresh queue andusage data

Alert rules and other configuration parameters

Stores configuration and site mapping information for the entire farm.

Farm-External Access to Workbooks as a Data Source

SharePoint 2013 Farm

Analysis Services in SharePoint mode

Excel or other client

PowerPivot Front-End Web Service

ExcelCalculation

Services

PowerPivot System Service

SPClient

Data Model

1. Client loads MSOLAP, ADOMD.NET, or AMO and specifies the URL of a workbook as the data source, which sends the request to the PowerPivot Web Service.

2. PowerPivot Web service forwards the request to the PowerPivot System Service.

3. PowerPivot System Service uses SPClient to send ECS a request to load the model.

4. ECS retrieves the workbook from the content database.

5. ECS loads the data model and returns the connection information to PowerPivot.

6. PowerPivot System Service establishes a direct connection to the data model.

SharePoint Content Database

Workbook

Farm-Internal Access to Workbooks as a Data SourceSharePoint 2013 Farm

Analysis Services in SharePoint mode

PerformancePointServices

Reporting ServicesPower View

ExcelCalculation

Services

ADOMD.NET

SPClient

VisioServices

SharePoint Content Database

Workbook

Data Model

1. Service loads ADOMD.NET and specifies the URL of a workbook as the data source.

2. ADOMD.NET sends Excel Calculation Services (ECS) a request to load the data model.

3. ECS retrieves the work-book from the content database.

4. ECS loads the model and returns the connection information to ADOMD.NET.

5. ADOMD.NET establishes a direct connection to the data model.

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Business Intelligence in Excel

Access

Share

Visualize

Share

Mash-up

Clean

ExploreExcel 2013

Data Model xVelocity in-Memory Engine

Excel 2013 ships with pivot tables, charts, and the xVeloc-ity in-memory engine, as well as PowerPivot, Power View, and Inquire add-ins. Built-in features are immediately available while add-ins are manually enabled. Most add-ins customize the Excel ribbon by adding new tabs.

Inquire for Excel Add-in

Power View for Excel Add-in

PowerPivot for Excel Add-in

Import data from a variety of sources.

Use Flash Fill and Quick Analysis to find patterns, fill gaps, and identify duplicate or unique values.

Create complex relationships and hierarchies, KPIs, and business calcula-tions to design your data model.

Enjoy the extreme performance of the xVelocity in-memory engine.

Upload your workbooks to SharePoint or Office 365 to share and collaborate

for better decision making.

Take advantage of embedded Power View to create stunning,

interactive and contextual reports.

The Data Mining Add-Ins for Predictive Analytics are available as a separate download. Within Excel, Data Mining adds Table Analysis Tools and the Data Mining Client to create, test, explore, and manage data mining models, and to derive patterns and trends that exist in complex data.

Analysis Services Serverin Multi-Dimensional Mode

Temp Data Mining DB

Spreadsheets SSAS Databases

Data Mining Add-Ins

Excel 2013

Getting started with the Explore Data Wizard

Developers

Sophisticated Design

Environment

ReportViewer Controls

Rich Design Capabilities

IT Pros + Power Users

ProductiveAuthoring

Re-use of insights

Flexible layout

End Users

Visual data representation

Highly Interactive

Rich Presentation

Report Designer Report Builder Power View

Visual Studio

TFS + Build

Integration Services

Reporting Services

Analysis Services

SQL Server Data Tools

Analysis Services BISM: Multi dimensional

Analysis Services BISM: Tabular model

SQL Server Integration Services

SQL Server Report Server

SSDT builds on the Visual Studio integrated shell, which provides the framework for the SSDT project types. If you install SSDT on the same computer as a full version of Visual Studio, SSDT will be integrated directly into Visual Studio. SSDT adds the following project templates for Business Intelligence to Visual Studio as VSPackages.

Reporting ToolsReporting Services offers several tools for authoring and deploying reports on a report server running in native mode. A report definition is typically an XML file in RDL format. RDL files are authored in Report Designer or Report Builder. Power View, on the other hand, is a feature of SQL Server 2012 Reporting Services for interactive data exploration, visualization, and presentation. Power View creates reports in a new file format, RDLX. An RDLX file is a package that is compatible with a compressed (.zip) file. The structure within the RDLX file follows the rules that are outlined in the Open Packaging Conven-tions (OPC).

Clients

Directory Sync

Active DirectoryActive Directory

Federation Services

Excel Services in Office 365 enables browser interactivity for workbooks that have been made tablet-friendly. You can sort, filter, and pivot on data, interactively drill up, down with the new “Quick Explore,” and change pivot tables in the PowerPivot Field List. For data embedded in Excel tables, users can also refresh the data model and see the changes in the pivot tables and charts. Excel Services in Office 365 also supports the display of Power View sheets with all of its interactivity to visualize your insights.

Microsoft Office 365Microsoft Online Directory Service

Federation Gateway

SharePoint Online

PowerPivot Workbooks in Office 365

Single sign-on (SSO) can provide users a seamless experience when sharing workbooks through Office 365.

SSO

Mobile BIMicrosoft browser-based mobile business intelli-gence can be best experi-enced on Windows mobile devices and is also o�cially supported on Apple iPad devices. Business intelli-gence content that can be viewed on Windows and Apple iPad mobile devices includes SharePoint Perfor-mancePoint dashboards, scorecards, Reporting Services, Excel Services and Visio Services reports.