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Deep Dive: Excel Services and PerformancePoint Services Administration and Troubleshooting Kevin Donovan Program Manager, Office BI Microsoft Corporation.

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Presentation on theme: "Deep Dive: Excel Services and PerformancePoint Services Administration and Troubleshooting Kevin Donovan Program Manager, Office BI Microsoft Corporation."— Presentation transcript:

1 Deep Dive: Excel Services and PerformancePoint Services Administration and Troubleshooting Kevin Donovan Program Manager, Office BI Microsoft Corporation DBI401

2 =OR(B2, NOT(B2))

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4 Common Concepts 1 Excel Services config and data errors 2 PerformancePoint Services 3

5 Overview External Data: Leveraging the Secure Store

6 PPS Excel Services Visio Services Access Services Others Why not the app pool identity? Storing the credentials securely using the secure store

7 Excel Services Troubleshooting and Configuring

8 Create and configure an Excel Services Service Application Show Trusted Location Configuration Let’s get some context here

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11 Remember PowerPivot cases!

12 Show an Untrusted Document

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17 Client and Server Authentication Options

18 Default connection to data sources Uses the credentials of the Windows user executing the query. Works great for Excel client, but not so well for Excel Services. Needs Claims To Windows Token Service

19 “The data connection uses Windows Authentication and user credentials could not be delegated.” WFE App Server Data Store claims kerberos STS C2WTS ID from browser

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21 “An error occurred while accessing application id from Secure Store Service.” “An error occurred during an attempt to establish a connection to the external data source.” Wrong password…

22 Must know the name of a Target ID in the Secure Store Uses the credentials stored as part of the Tartget ID Used for published Excel Services workbooks on SharePoint. Add PowerPivot SSS Data Refresh account to SharePoint workbook library. Refers to the same thing

23 Configure the Secure Store Create a Target App ID Connect Using the SSS Option

24 Using SQL credentials in the secure store. Client stuff Server stuff

25 Uses the unattended service account to log into the data source. Uses the connection string to retrieve the data.

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28 Common Concepts 1 Excel Services config and data errors 2 PerformancePoint Services 3

29 Enabling Site Collection Features Creating a BI Center Site Creating a PPS Chart with Custom Lists and Document Libraries (adding your content types manually) PerformancePoint Services

30 Unattended Service Acct Permissions Per-User Auth Item-Level Permissions have been added/removed Designer vs. Contributor in Dashboard Designer

31 PS> $w = Get-SPWebApplication(“web application name”) PS> $w.GrantAccessToProcessIdentity(" ")

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34 Configure end-to-end dashboard with Excel Services and PeformancePoint Services

35 Building Self-Service BI Applications Using PowerPivot (DBI301) Configuring Kerberos for Microsoft SharePoint 2010 BI in 7 Steps (SQL Server 2012) (DBI304) Find me anytime at

36 Program Manager, Microsoft Business Intelligence Kevin Donovan PerformancePoint

37 (Kerberos Whitepaper) (PerformancePoint Svcs Blog) (Excel Blog)

38 #msTechEd mva Microsoft Virtual Academy SQL Server 2012 Eval Copy Get Certified! Hands-On Labs

39 Connect. Share. Discuss. Learning Microsoft Certification & Training Resources TechNet Resources for IT Professionals Resources for Developers

40 Required Slide Complete an evaluation on CommNet and enter to win!

41 Scan the Tag to evaluate this session now on myTechEd Mobile

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