Leveraging BI in SharePoint with PowerPivot and Power View Christina Wheeler

About Me Christina Wheeler, MCTS Blog: http://www.cwheeler76.com SharePoint Trainer & Consultant Critical Path Training http://www.criticalpathtraining.com Blog: http://www.cwheeler76.com Email: cwheeler76@outlook.com Twitter: @cwheeler76 Published Books SharePoint 2010 Field Guide SharePoint 2013 Inside Out

PowerPivot in Excel Import millions of rows from multiple data sources Easy fast calculations and analysis Virtually Unlimited Support of Data Sources Import/combine source data Relational databases, multidimensional & tabular sources, cloud services, data feeds, Excel files, text files, Web data Security and Management Data Analysis Expressions (DAX)

Power View What is Power View? Interactive tool for data exploration, visualization, and presentation Provides intuitive ad-hoc reporting to create dynamic dashboards WYSIWYG visual design Web-based version of Power View introduced first Supported with SharePoint 2010 and SharePoint 2013 Requires SSRS 2012 in SharePoint mode Power View Add-in for Excel introduced with Excel 2013 Sheets can be added to Excel 2013 workbook Sheets based on internal or external Data Model Power View is a data exploration, visualization, and presentation experience in Excel 2013 used for ad-hoc reporting to create. First introduced with SQL Server 2012 Reporting Services in SharePoint mode, Power View is available in Excel 2013, SharePoint 2010 and SharePoint 2013. Power View provides the following features for creating intuitive ad-hoc reporting for building dynamic dashboards: Build dynamic dashboards easy using the WYSIWYG visual designer. Power View sheets can be added to Excel 2013 workbooks. The two types of data Power View sheets can be based on are a workbook Data Model or an external tabular Data Model.

Charts and Other Visualization Types Power View offers a variety of visualization types Table Table, Matrix, Card Chart Pie, Column, Bar, Line, Scatter, Bubble Can have multiple numeric fields and multiple series Power View offers a variety of visualization types for designer ad-hoc reporting dashboards. This includes tables, matrices, card, pie, column, bar, line, scatter, bubble charts, and sets of multiple charts. For every visualization created you start with a table and then covert the table easily to other the other visualization types. To create a table, you simply click a table or field in the field list or drag a field from the field list to the view. Power View will then draw the table in the view displaying the actual data and automatically adds column headings. To convert a table to one of the other visualizations, create a table in the view first and then click a different visualization type in the Design tab. When choosing a different visualization type, Power View only enables the charts and other visualizations that work best for the data presented in the table. For example, if Power View doesn’t detect any aggregated numeric values then the chart options will be disabled.

Excel Services Service Application Excel Services Components Enables Excel workbooks to load, calculate, and display in SharePoint through the browser Excel Services Components Excel Calculation Services Excel Web Access Excel Web Services

Excel Services Workbook Sample

Excel Services Benefits Secure sharing of workbooks Share workbooks w/o exposing proprietary business logic Prevent users from editing workbooks when required Business Intelligence Connect to enterprise data sources Create Dashboards and scorecards Publish Workbooks to SharePoint Extensibility Create reusable logic that is contained inside workbooks Reliability and availability Calculations performed on server instead of client machines

Excel Services REST API REST API introduced in SharePoint 2010 Allows access of workbook parts or elements directly through URL REST Services based on two requirements: Addressing scheme used to locate networked resources Methodology for returning representations of resources REST Example http://intranet.wingtip.com/_vti_bin/ExcelRest.aspx/Documents/MyWorkbook.xlsx/Model/Charts('Chart1') The REST API for Excel Services enables operations against Excel workbooks using operations specified in the HTTP standard. This allows for a flexible, secure, and a simple way to access and manipulate Excel Services content. The REST Sample in the slide shows the URL for retrieving a chart named Chart7 from the ExcelFileName.xlsx file on the contoso site which resides in the Documents library. This URL can be placed inside an Image Viewer web part to display the chart through the web part.

Excel Services REST API

Excel Services REST API

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Questions? SharePoint 2013 Inside Out http://tinyurl.com/sp2010fg Blog: http://www.cwheeler76.com Email: cwheeler76@outlook.com Twitter: @cwheeler76 SharePoint 2013 Inside Out http://tinyurl.com/sp2010fg