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.