Business Intelligence in Microsoft Sharepoint 2013
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Business Intelligence in Microsoft SharePoint 2013 Norman P. Warren Mariano Teixeira Neto Stacia Misner Ivan Sanders Scott A. Helmers Copyright © 2013 by Norman P. Warren, Mariano Teixeira Neto, Data Inspirations, Inc., Dimension Solutions, Scott A. Helmers All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form or by any means without the written permission of the publisher. ISBN: 978-0-7356-7543-8 1 2 3 4 5 6 7 8 9 LSI 8 7 6 5 4 3 Printed and bound in the United States of America. Microsoft Press books are available through booksellers and distributors worldwide. If you need support related to this book, email Microsoft Press Book Support at [email protected]. Please tell us what you think of this book at http://www.microsoft.com/learning/booksurvey. Microsoft and the trademarks listed at http://www.microsoft.com/about/legal/en/us/IntellectualProperty/ Trademarks/EN-US.aspx are trademarks of the Microsoft group of companies. 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Contents at a Glance Introduction xv CHAPTER 1 Business intelligence in SharePoint 1 CHAPTER 2 Planning for business intelligence adoption 21 CHAPTER 3 The lifecycle of a business intelligence implementation 55 CHAPTER 4 Using PowerPivot in Excel 2013 97 CHAPTER 5 Using Power View in Excel 2013 125 CHAPTER 6 Business intelligence with Excel Services 2013 157 CHAPTER 7 Using PowerPivot for SharePoint 2013 189 CHAPTER 8 Using PerformancePoint Services 213 CHAPTER 9 Using Visio and Visio Services 269 CHAPTER 10 Bringing it all together 309 APPENDIX A Running scripts to set up a demonstration environment 331 APPENDIX B Microsoft and “Big Data” 349 Index 361 This page intentionally left blank Contents Introduction .....................................................xv Chapter 1 Business intelligence in SharePoint 1 Leading up to BI ..................................................1 Beware of losing sight of what matters most .........................4 What is BI? .......................................................5 The need for BI today ........................................6 What is self-service BI? .......................................7 Microsoft’s vision for BI and self-service BI ...........................7 What SharePoint does for BI ........................................9 The BI stack: SQL Server + SharePoint + Office ......................10 Authoring in Microsoft BI tools ...............................12 Examples of BI in SharePoint 2013 ..................................12 PerformancePoint and the BI stack ............................12 Power Pivot and BISM Model: A Fulfillment Report for Tracking Products ...........................................14 The steps to implementation .................................16 Sharing with other teams (building user adoption) ..............18 A summary of the fulfillment example .........................19 Creating a report by using an Odata feed from a SharePoint list .......19 Summary. .20 Chapter 2 Planning for business intelligence adoption 21 Business user communities ........................................22 Understanding your audience: Casual users vs. power users. .22 What do you think of this book? We want to hear from you! Microsoft is interested in hearing your feedback so we can continually improve our books and learning resources for you. To participate in a brief online survey, please visit: microsoft.com/learning/booksurvey v Organizational hierarchy ....................................24 BI communities .............................................25 The progression of BI .............................................35 The Business Intelligence Maturity Model ......................36 Road map to analytical competition ..........................41 Tool selection ....................................................44 Excel ......................................................45 Excel Services ..............................................47 Reporting Services ..........................................48 SharePoint BI. 49 PerformancePoint Services ...................................49 Visio Services ...............................................50 An action plan for adoption: Build it and they might come ............51 Summary. .53 Chapter 3 The lifecycle of a business intelligence implementation 55 Working together: SQL Server 2012 + SharePoint 2013 + Office 2013 ..57 SQL Server 2012 features ..........................................59 1 The SQL Server database engine ..........................60 2 SQL Server Integration Services or other tools ...............60 3 The Business Intelligence Semantic Model ..................61 4 Additional BI tools .......................................62 5 SQL Server Data Tools ....................................63 The lifecycle of a BI implementation ................................64 Step 1: Decide what to analyze, measure, or forecast ............67 Step 2: Get to trusted data ...................................68 Step 3 or 4: Load data into a SSDT (Visual Studio) project ........73 Step 5: Model the data ......................................79 Step 6: Deploy the model to SSAS ............................82 Step 7: Create a BISM file in SharePoint 2013 ...................90 Summary. .94 vi Contents Chapter 4 Using PowerPivot in Excel 2013 97 The Data Model ..................................................97 Creating the Data Model ....................................99 Adding data to the Data Model .............................108 Creating table relationships by using the Data Model ..........109 Working with the Data Model. 111 PowerPivot 2013 ................................................111 Data refresh ...............................................114 Compatibility issues ........................................115 Calculations with DAX ...........................................116 A new DAX function .......................................118 Importing data from Windows Azure Marketplace ..................118 Paving the ground ..............................................122 Summary. .124 Chapter 5 Using Power View in Excel 2013 125 Introducing Power View .........................................125 A brief history .............................................125 Comparing editions of Power View ..........................125 What’s new in Power View .......................................126 More visualizations ........................................126 Additional formatting options ...............................128 Key performance indicators .................................128 New drill functionality. .128 Using Power View ...............................................129 When do you use Power View?. .129 When do you avoid using Power View? .......................130 Setting up Power View .....................................131 Creating visualizations ...........................................131 Getting started. .131 Creating a table ...........................................133 Creating a matrix ..........................................135 Creating a chart ...........................................138 Contents vii Creating a map ............................................144 Creating cards .............................................146 Using KPIs ................................................147 Filtering data ...................................................149 Highlighting data. .150 Adding a slicer ............................................150 Filtering by using tiles ......................................151 Using the Filter pane .......................................153 Saving a Power View workbook ...................................155 Summary. .156 Chapter 6 Business intelligence with Excel Services 2013 157 A brief history of Excel Services ...................................158 2007: The introduction of Excel Services ......................158 2010: Expanded capabilities .................................160 2013: Continued expansion .................................160 When to use Excel Services .......................................161 It’s already Excel ...........................................161 It’s fast to create and easy to adopt ..........................161 It is a great ad hoc tool .....................................162 It scales Excel files to many users ............................162 The Data Model in Excel Services. .162 Configuring the server ...........................................163 Installation ................................................163