New Frontiers - I have Excel, I need Performance Point, I don’t know Analysis Services

SPTechCon San Francisco 2013Chris McNulty

25 yearsSince 1987, Quest has offered a broad and deep selection of products that target common IT challenges

3,900Quest employees develop solutions in over sixty offices throughout the world

18%Quest has driven innovation by regularly investing 18% or more in R&D

30Over thirty acquisitions have strengthened our product portfolio

100kQuest products provide over 100,000 customers with IT solutions every day

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Dell Software | SharePoint

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12 years in SharePoint, 20+ in IT

Meet Chris McNulty @cmcnulty2000

10 years at Boston College & Fairfield University

21 years in Milton Massachusetts

3 children (Devin Nate Rachel) and my wife Hayley

<Insert Head Shot>

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Hometown, Laurel, NY (from www.flickr.com/photos/cmcnulty)

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Microsoft SharePoint Server 2013 … the infinite frontier

Eastern Long Island, August 2012

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Key Topics

BI goals and SharePoint technology

SQL Analysis Services Cubes and Performance Point

The scenario and prerequisites

Excel and SQL Integration

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Presentation Governance

• In scope – the “scenario”

• Out Of Scope– Power View– Quest / Dell– Deep Dives (e.g. PowerShell, BI, Upgrade, SQL DBA)

• Rules – Questions – time permitting during session– Any time after session – email etc. - @cmcnulty2000– Slides posted to www.sharepointforall.com http://bit.ly/WSFXPO

• Prerequisites– Comfortable with SQL– Can write T-SQL– SharePoint Customization Expertise

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Goals for BI Design

• Answering the known questions about our business

• Allowing users to self-discover patterns and answers to questions we haven’t yet been asked

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SharePoint 2013/SQL 2012 BI

Chart Web Part

Excel Services• Excel Web

Access• PowerPivot

Enabling technologies• Business

Connectivity Services

• SQL Reporting Services

• Pivot• Azure DataMarket

Performance Point• Dashboards• Analysis

Services

Custom Solutions• Mapping• Web Parts• Etc.

SSRS• Alerts• Data Feeds

PowerPivot• Power View

Self-Service

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Scenario

• I heard that we have a BI interface in SharePoint. Can I send you an Excel file so we can load it into Performance Point?

• Thanks to Geoff Varosky @gvaro

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Overview

Excel1. Excel Prep SQL Server

2. Import to SQL3. Create View

SSAS4. SSAS Project5. SSAS Source6. SSAS DSV7. Named Queries8, Cube9. Add Dimensions10. Build/Deploy/View

Performance Point11. Data Conn & Chart12.Dashboard

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Prerequisites

SQL Server 2012

SQL Analysis Services

SQL 2008 R2

ADOMD.NET

SharePoint 2013

Secure Store

Performance Point Unattended Service Account

Office/Excel 2013

Enable COM Addin Power Pivot / Power

View

ADOMD.NET 10 - http://www.microsoft.com/en-us/download/details.aspx?id=16978

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• Inspect the file

• Remove extra headers

• Clean columns – Good, unique names

• Add an ID field (integer)

• Add Year – YEAR()

• Add Quarter – "Q"&ROUNDUP(MONTH(B2)/3,0)

• Add Month– TEXT(MONTH(B2),"00")

Step 1. Excel Preparation

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DEMO• It’s a “spread-sheet”?

DEMOIt’s a “spread-sheet”?

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• Create or Re-Use a Non-SharePoint Database

• SQL Export/Import Wizard Or SSIS

• Use $ and Rename

• Edit Mappings & Preview– Dates & Money

• Auto-Generate SQL Create Statements

• Run and Save SSIS for Reuse

Step 2. Import Excel File to SQL

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• Not strictly needed!

• Allows you to change the table structure if the Excel file changes but just remap the view

Step 3. Create a SQL View

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DEMO• SQL Server

DEMOSQL Server

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• Formerly BIDS

• Now SQL Server Data Tools (2012)

• AS Multidimensional Template

• Define deployment target as an SSAS database

Step 4. Create SSAS Project

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• Use wizard

• Use service account connection

Step 5. Create SSAS Data Source

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• Use wizard

• Use service account connection

Step 6. Create SSAS Data Source View

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• These are “virtual dimensions”

• Define logical primary key as the unique ID

• Source foreign to destination master

• (all roads lead to Rome)

• Product, Region, State

Step 7. Create Named Queries in DSV

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• Master table is the measure group table

• Rename Measures to friendlier names

Step 8. Create Cube

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Step 9. Multiple Dimensions

• Product – flat dimension

• Geography – a hierarchy– Regions contains states

• Time– Build multiple attributes Order into a hierarchy – Y/Q/M/D

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• Build cube

• Deploy to SSAS from VS

• Inspect inside VS

Step 10. Build/Deploy/Inspect

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DEMO• SQL Data Tools

DEMOSQL Data Tools

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• Add SSAS Connection to Cube

• Create Analytic Chart– Measure – Series– Dimension – Bottom Axis

Step 11. Performance Point Chart

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• Create Dashboard– Add Chart

• Save and Deploy

Step 12. Performance Point Dashboard

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DEMO• PerformancePoint

DEMOPerformancePoint

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Overview

Excel1. Excel Prep SQL Server

2. Import to SQL3. Create View

SSAS4. SSAS Project5. SSAS Source6. SSAS DSV7. Named Queries8, Cube9. Add Dimensions10. Build/Deploy/View

Performance Point11. Data Conn & Chart12.Dashboard

The carousel paradox…

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Thank you!

– Questions– Contact

– Email chris_mcnulty@dell.com – Blog http://www.chrismcnulty.net/blog

– Also http://www.sharepointforall.com – Twitter: @cmcnulty2000

– Upcoming:– ICC Heartland Conf, SP Evolutions,

DCSPUG, SPUGME, ShareFest Denver

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While you're in the Bay Area…

• Monday 4:00pm - SharePoint SpeedMetal Admin 101

• Monday 5:30pm – Lightning Talks

• Tuesday 2:00pm – Social 101 and SharePoint

• Tuesday 6:00pm – Book Signing, Dell, SharePoint 2013 Consultant’s Handbook (Advance Edition)

• Wednesday 1:15pm – SharePoint Experts Meetup (Managed Metadata)

• Wednesday 3:45pm – I Have Excel, I Need PerformancePoint, but I Don’t Know Analysis Services!

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More information

• SharePoint architecture design patterns in Chris’ e-book entitled SharePoint 2010 Consultant’s Handbook – A Practical Field Guide

– Get your free copy here http://www.quest.com/get-chris-book

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