I Have Excel, I Need PerformancePoint, and I’m Afraid of Analysis Services by Chris McNulty - SPTechCon
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This document provides steps for loading an Excel file into a PerformancePoint dashboard in SharePoint. The steps include: 1) Preparing the Excel file by cleaning data and adding fields 2) Importing the Excel file into a SQL database 3) Creating views in SQL Server 4) Creating an SSAS project in SQL Server Data Tools 5) Creating data sources and data source views in SSAS 6) Creating named queries, cubes, and dimensions in SSAS 7) Building and deploying the SSAS project 8) Creating charts and dashboards connected to the cube in PerformancePoint The presentation demonstrates each step through demos in the tools.
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I Have Excel, I Need PerformancePoint, and I’m Afraid of Analysis Services by Chris McNulty - SPTechCon
- 1. New Frontiers - I have Excel, I need Performance Point, I don’t know Analysis Services SPTechCon San Francisco 2013 Chris McNulty
- 2. 25 years Since 1987, Quest has offered a broad and deep selection of products that target common IT challenges 100k 30 Quest products provide over Over thirty acquisitions have 100,000 customers with IT solutions strengthened our product portfolio every day 18% Quest has driven innovation by 3,900 Quest employees develop solutions in over sixty regularly investing 18% or more in offices throughout the world R&D
- 3. Dell Software | SharePoint 3 Confidential SharePoint
- 4. Meet Chris McNulty @cmcnulty2000 12 years in SharePoint, 20+ in IT 3 children (Devin Nate Rachel) and my wife Hayley 5 Confidential SharePoint
- 5. 6 Confidential SharePoint
- 6. 7 Confidential SharePoint
- 7. 8 Confidential SharePoint
- 8. Hometown, Laurel, NY (from www.flickr.com/photos/cmcnulty) 9 Confidential SharePoint
- 9. Microsoft SharePoint Server 2013 … the infinite frontier 10 Confidential Eastern Long Island, AugustSharePoint 2012
- 10. Key Topics 11 Confidential SharePoint BU
- 11. 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 12 Confidential SharePoint
- 12. 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 13 Confidential SharePoint
- 13. SharePoint 2013/SQL 2012 BI PowerPivot • Power View SSRS Self-Service • Alerts • Data Feeds Custom Performance Solutions Point •Mapping Enabling •Dashboards •Web Parts technologies •Analysis •Etc. •Business Services Excel Connectivity Services Services •Excel Web •SQL Reporting Chart Access Services •PowerPivot •Pivot Web Part •Azure DataMarket 14 Confidential SharePoint
- 14. 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 15 Confidential SharePoint
- 15. Overview Excel 1. Excel Prep SQL Server 2. Import to SQL 3. Create View SSAS Performance Point 4. SSAS Project 11. Data Conn & Chart 5. SSAS Source 12.Dashboard 6. SSAS DSV 7. Named Queries 8, Cube 9. Add Dimensions 10. Build/Deploy/View 16 Confidential SharePoint
- 16. Prerequisites Performance Point Unattended Service Account Enable COM SQL Analysis SQL 2008 R2 Secure Store Addin Power Pivot Services ADOMD.NET / Power View SharePoint Office/Excel SQL Server 2012 2013 2013 ADOMD.NET 10 - http://www.microsoft.com/en-us/download/details.aspx?id=16978 17 Confidential SharePoint
- 17. Step 1. Excel Preparation • 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") 18 Confidential SharePoint
- 18. DEMO It’s a “spread- sheet”? DEMO • It’s a “spread-sheet”? 19 Confidential SharePoint
- 19. Step 2. Import Excel File to SQL • 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 20 Confidential SharePoint
- 20. Step 3. Create a SQL View • Not strictly needed! • Allows you to change the table structure if the Excel file changes but just remap the view 21 Confidential SharePoint
- 21. DEMO SQL Server DEMO • SQL Server 22 Confidential SharePoint
- 22. Step 4. Create SSAS Project • Formerly BIDS • Now SQL Server Data Tools (2012) • AS Multidimensional Template • Define deployment target as an SSAS database 23 Confidential SharePoint
- 23. Step 5. Create SSAS Data Source • Use wizard • Use service account connection 24 Confidential SharePoint
- 24. Step 6. Create SSAS Data Source View • Use wizard • Use service account connection 25 Confidential SharePoint
- 25. Step 7. Create Named Queries in DSV • 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 26 Confidential SharePoint
- 26. Step 8. Create Cube • Master table is the measure group table • Rename Measures to friendlier names 27 Confidential SharePoint
- 27. 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 28 Confidential SharePoint
- 28. Step 10. Build/Deploy/Inspect • Build cube • Deploy to SSAS from VS • Inspect inside VS 29 Confidential SharePoint
- 29. DEMO SQL Data Tools DEMO • SQL Data Tools 30 Confidential SharePoint
- 30. Step 11. Performance Point Chart • Add SSAS Connection to Cube • Create Analytic Chart – Measure – Series – Dimension – Bottom Axis 31 Confidential SharePoint
- 31. Step 12. Performance Point Dashboard • Create Dashboard – Add Chart • Save and Deploy 32 Confidential SharePoint
- 32. DEMO Performance Point DEMO • PerformancePoint 33 Confidential SharePoint
- 33. Overview Excel 1. Excel Prep SQL Server 2. Import to SQL 3. Create View SSAS Performance Point 4. SSAS Project 11. Data Conn & Chart 5. SSAS Source 12.Dashboard 6. SSAS DSV 7. Named Queries 8, Cube 9. Add Dimensions 10. Build/Deploy/View 34 Confidential SharePoint
- 34. The carousel paradox…
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- 36. Thank you! – Questions – Contact – Email [email protected] – Blog http://www.chrismcnulty.net/blog – Also http://www.sharepointforall.com – Twitter: @cmcnulty2000 – Upcoming: – ICC Heartland Conf, SP Evolutions, DCSPUG, SPUGME, ShareFest Denver 39 Confidential SharePoint
- 37. 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! 40 Confidential SharePoint BU
- 38. 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 42 Confidential SharePoint
- 39. 43 Confidential SharePoint
Editor's Notes
- #3: Who is Quest? Founded in 1987 we have over 25 years of experience simplifying common IT challenges Some of the largest customers in the world depend on Quest products We have a history of innovation and acquisition that strengthen our product portfolio to deliver increased customer value We’ve historically invested more than our competition, allowing us to out-innovate our peers Nearly 4,000 employees worldwide
- #15: Refer to other sessions!
- #39: Guide you around the world, or, ultimately guide you safely homeWe have to keep that light burning