Data Visualization with SharePoint and SQL Server 2012

Paul J. Swider

Agenda• What is Data Visualization

• Visualization Tools in SQL Server

• Reporting Services

• SSIS

• Excel Services

• PerformancePoint Services

• Business Connectivity Services

What is Data VisualizationTraditional business intelligence

BI and SharePoint = data visualization

SQL 2012 and SharePoint Visualization Components

Reporting Services

PowerPivotPowerView

Performance Point Services

Excel Services SSIS Third Party

Insights Site Template• Predefined lists for PPS, Excel Services, PowerPivot• Starting point for data visualization, reporting

Web Parts• Simple web parts that provide visualization

• Quick summary of data• Can access data directly from SQL

Web PartsLists and External Lists Reporting Services

Reporting ServicesPerformancePointExcel ServicesSQL Analysis Services

PerformancePoint Services• Dashboards and Scorecards

• Interactive access using browser• Consume data from SQL Server directly

• Browser-based Silverlight application

• Launched from SharePoint Server 2010

• Provides access to data• Tabular models based on PowerPivot workbooks published in a

PowerPivot Gallery• Tabular models deployed to SQL Server 2012 Analysis Services

(SSAS) instances.

Power View

PowerPivot for SharePoint

• Two server components• Provide query processing• Publish Workbooks to SharePoint

• PowerPivot for Excel – 2012

• Service Application Names with Configuration Tool

• ETL!

• Allows for LOB integration with SharePoint

• Aggregate date

• Where is native SharePoint adapter?

SQL Server Integration Services

Reporting Services

Reporting Services 2012Enterprise report authoring environment

Create reports using Visual Studio and Report Designer

Implemented as a Service Application in 2012

Managed at Farm and Site Collection

Reporting Services Web Parts

SQL Server Data Tools (SSDT)

Use SQL Server Media

Don’t use ConfigurationManager

Installation

Configuration with SQL Manager

• Connect to Site Collection

• Manage Roles

• Manage Jobs

• Manage Schedules

Shared Service Application

Excel Services

Business Data Catalog

Access Service

People

SSRS Reporting Services

Metadata

Central Administration Manage Service Applications

Visio Graphics

Secure Store

Search

Word Conversion

Web Analytics

• Browser capable report designer

• Create and modify report definitions (.rdl) in Report Builder

• Each authoring environment provides different ways to create, open, and save reports and related items

• Round trips

SSRS Report Designer

• Not intended to replace report builder

• Consumes tabular models

• Retrieves data as needed

• Presentation ready

PowerView Installed with SSRS

• Excel rendering extension • renders to native format of Microsoft Excel 2007-2010

• Format is Office Open XML

• The file extension of files is .xlsx.

• Previous version of Excel rendering extension• Renamed to Excel 2003

Excel Rendering Extension in 2012

New SSRS Report project

Visual Studio and SSDT

Existing Projects Converted

Reporting Services and PowerView 2012

demo

PowerPivot

PowerPivot for SharePoint

• Two server components• Provide query processing• Publish Workbooks to SharePoint

• Analysis Services• Provides server-side processing for Excel workbooks that contain

PowerPivot data

• PowerPivot System Service• Extends Excel Services with large scale data processing capability with the

data rendering services that Excel provides

• Install using SQL 2012 media

• New configuration tool

• Much easier to install and configure

PowerPivot Configuration

PowerPivot Configuration Tool

PowerPivot

demo

Excel Services

Existing Excel applications• Excel is keystone to data visualization

• Business users are comfortable with Excel• Consume and expose data• Clear future from Microsoft• Browser capable

dashboards

Management of Excel Content• IT can control parts of Excel Workbooks

• Excel Services can expose smaller parts• Visualize the results without exposing formula• Visualize summary chart, but not the raw data

• Control permissions to each part

• Data consumed much like 2008R2

Excel Services

demo

Performance Point Services

Business Context Dashboards

• Supports self-service data visualization• Allows users to navigate and explore SSAS 2012

• Slice, Dice, and Drill through the SQL 2012 data• Apply custom filtering, sorting• Choose Top/Bottom N items

• Provides browser view for business users

Aggregating Data Sources• SQL 2012 data access is managed with Data Sources

• Data is accessible from multiple sources• Analysis Services, Excel, Lists, SQL 2012, etc…

• Accessed with service account, Secure Store or current user• Stored in list as an XML file

Visual Data Exploration• Decomposition trees allow data exploration

• New in SharePoint 2010, works with SQL 2012• Available by right clicking data in browser

• Analyze -> Decomposition Tree• Allows filtering\expanding across dimensions

Business Connectivity Services

BCS Services• Data access tier

• Connection tier with 2012• Easy to use within SharePoint Designer• Exposes external data as lists• Used in conjunction with other visualization

BCS and SSISBring everything together…

demo

THANK YOU!

Questions?

www.paulswider.compswider@msn.com

@pswider