Transcript Self-Service BI in SharePoint 2013

Business Intelligence
in SharePoint 2013
September 9, 2014
Deliver Solutions, Deliver Careers, Deliver Results
Today’s Speaker
@CTSHutson
http://www.linkedin.com/pub/elizabeth
-hutson/15/52b/883
CTS Overview
• Regional IT professional services
firm
• Established in 1993
• Six offices in the Southeast
• Leveraged, local delivery
• 250+ employees
• 325+ clients in various industry
verticals
• +/- 150 projects completed per
year
Agenda
• Why BI?
• Tools Available
• SP2010, SP Online
Considerations
• Technical Installation Guide
• Demo
Why BI in SharePoint 2013?
Self-Service
Mobile
Interactive
OS Neutral
Tools Available
• Dashboards, KPIs Charts, Scorecards,
Strategy Maps
• Drill down/drill through capabilities
• One-click install app - Dashboard
Designer
Tools Available
• Mobile support
• Requires deployed Tabular BI
Semantic Model
• Requires Silverlight
• Limited custom branding
Tools Available
• External Data Connections
• Get your users out of File
Shares
• Mac OS users can have ODBC
connections in browser
• Mobile Support
Tools Available
• Lives in Excel / Excel Services,
but must be additionally
configured
• Browser refresh
• Scheduled data refresh
• Interactive data refresh
Tools Available
• Mobile Support
• Less Self-Service
• Higher Data Manipulation
Ability
Tool Strengths
Scorecards
PerformancePoint
Excel/PowerPivot
Power View
Reporting Services
Analysis
Reports
SharePoint Online vs. On-Premises
SharePoint
Online
SharePoint
Server
BI Center
YES
YES
Power BI
YES
NO
PerformancePoint
NO
YES
Feature
What about 2010?
• Same toolset, different features
• Aesthetically different
• Options to upgrade/migrate
Installation & Set Up Considerations
What version of SharePoint am I running?
Cost of Additional SQL License
Do I have SQL Server 2012 SP1 BI or Enterprise?
How “Clean” is my Data?
What is my authentication method?
How to Set Up Business Intelligence:
SharePoint Basics
SP Prereqs
SQL Server 2008
R2 Analysis
Services
ADOMD.NET
spPowerPivot.msi
SP Installation
Do NOT check
“Run SharePoint
Products
Configuration
Wizard” box
How to Set Up Business Intelligence:
PowerPivot SQL Instance
Install SQL
Server 2012 with
SP1 – Analysis
Services
Configure
Tabular Mode
Set up as “SQL
Server
PowerPivot for
SharePoint”
Run “PowerPivot
for SharePoint
2013
Configuration”
tool
PowerPivot for SP2013 Configuration Tool
How to Set Up Business Intelligence:
Service Application Configuration
Secure Store
PerformancePoint
Excel Services
PowerPivot
Visio Graphics
SQL Server
Reporting Services
How to Set Up Business Intelligence:
Site Setup
Create BI Center
Activate Features:
Site Collection:
PerformancePoint
Services Site
Collection Features
Site:
BICenter Data
Connections
Feature
PerformancePoint
Services Site
Features
SharePoint Server
Enterprise Site
Features
Demo
Questions?
askcts.com
Elizabeth Hutson Mitchell
Consultant 1
[email protected]
615.224.0448
© 2014 Computer Technology Solutions, Inc.