What's New for the BI workload in SharePoint 2016 and SQL Server 2016

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What’s New for Business Intelligence in SharePoint and SQL Server 2016

JOHN P WHITECTO AND CO-FOUNDER, UNLIMITEDVIZ

@DIVERDOWN1964HTTP://WHITEPAGES.UNLIMITEDVIZ.COM

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SPONSORS

John WhiteCTO/Co-Founder of UnlimitedVizM.Sc., Office Servers MVP, SQL Server v-TS

jpw@unlimitedviz.comhttp://whitepages.unlimitedviz.com@diverdown1964

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Agenda• Intros•What’s old for BI in SharePoint• Changes to Excel Services• Changes to PerformancePoint• Changes to SQL Server Reporting Services•Upgrading•Q&A

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SharePoint 2007

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SharePoint 2007 BI

Office Group• Excel Services• SharePoint Filters• SharePoint KPIs• Business Connectivity Services• Visio Services

SQL Group• SQL Server Reporting Services• PerformancePoint

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SharePoint 2010 BI

Office Group• Excel Services• SharePoint Filters• SharePoint KPIs• Business Connectivity Services• Visio Services

SQL Group• SQL Server Reporting Services• PerformancePoint

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SharePoint 2010 BIOffice Group• Excel Services• PerformancePoint Services• SharePoint Filters• Chart Web Part• SharePoint KPIs• Business Data Connectivity• Access Services• Visio Services

SQL Group• SQL Server Reporting Services• Power Pivot for SharePoint

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SharePoint 2013 BI

Office Group SQL Group• SQL Server Reporting Services• Power Pivot for SharePoint

• Excel Services• PerformancePoint Services• SharePoint Filters• Business Data Connectivity• Access Services• Visio Services

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SharePoint 2013 BI Workhorses

• Excel Services• PerformancePoint• SharePoint Filters

• SQL Server Reporting Services• Power Pivot for SharePoint

Office Group SQL Group

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SharePoint 2013 BI Core Pillars

• Excel Services• PerformancePoint

• SQL Server Reporting Services• Power Pivot for SharePoint

Office Group SQL Group

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EXCEL SERVICES AND POWERPIVOT FOR SHAREPOINT

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Excel Services vs Office Web AppsExcel Services Office Web App Server

• Renders Excel, Word, PowerPoint files in a browser• Read/Write• Limited back end data

connections• REST based web service• No separate license

required

• Renders Excel files in a browser• Read-Only• Connects to back end data• Excel Web Access Web Part• Render Power View reports*• Interact with PowerPivot models*• Calculation engine via SOAP

based web services API• SharePoint Enterprise CAL

required

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The Big News

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Excel in SharePoint 2013

Excel Services Sharepoint 2013

SQL DB SSAS Tabular SSAS OLAP Other Data Sources

Refresh workbook

OLAP/Tabular interactivity

SSAS Server 2012/2014PP4SP Mode

PP4SPView workbook with data model

Use data modelUse Power View

Refresh data model

Office Web Apps Server

Refresh workbook (with limitations)OLAP/Tabular interactivity

View/Edit workbook without data model

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Excel in SharePoint 2016

SQL DB SSAS Tabular SSAS OLAP Other Data Sources

Refresh workbook

OLAP/Tabular interactivity

Sharepoint 2016 PP4SP

Refresh data model

SSAS Server 2016PowerPivot Mode

Use data modelUse Power View

Office Online Server

View/Edit workbook with or without data model

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Benefits• Single architecture/feature set for Excel rendering• Excel Services no longer impacts SharePoint

performance• Licensing• Available to Exchange, Skype• Future Excel updates not locked to SharePoint• No end user impact

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Implications• Complexity of setup (One more hop)• No GUI for configuration – use PowerShell only• Office Online Server requires separate server and is

mandatory• Some deprecated features• Excel Web Parts/Web Services must be added manually• Power View requires SSRS Integrated mode

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Deprecated/Changed FeaturesDeprecated• Shared Data Connection Library• Unattended Service Account• File Access Method• Throttling/restrictions

• Cross Domain Access• Max sessions per user• Load balancing scheme

Changed• Data Connections Libraries now optional• UDF Assemblies deployed to OOS• ODC files require Server to Server Auth (S2S)• IT Management Dashboard not in CA• IT Management Dashboard requires S2S• Workbook as data source requires

Kerberos(KCD) between OOS and SharePoint WFEs• C2WTS Runs on OOS machine• SSAS must trust OOS for EffectiveUserName

• Requires SSMS 2016

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New Features• Power Query refresh in PowerPivot for SharePoint *• Excel 2016 Data model support• Data model editing support• Excel JavaScript API support• Closer parity with Excel 2016 client

• Search in filters, value field settings, Comments, print selection

*Not there yet in SQL Server 2016 RTM

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Excel Services Authentication Settings

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Enable Excel Services Functions

$Farm = Get-SPFarm $Farm.Properties.Add("WopiLegacySoapSupport", "http://OOSServer/x/_vti_bin/ExcelServiceInternal.asmx"); $Farm.Update()

http://whitepages.unlimitedviz.com/2016/01/adding-excel-services-capabilities-to-a-sharepoint-2016-farm/

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Installation Changes (PP4SP)• Service application and SSAS PP4SP now separate

installation• SSAS Instance now referred to as Power Pivot mode

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Power View Silverlight Dependency

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Changes to Excel 2016 client•PowerPivot = Power Pivot (or “Manage Data Model”)•Power Query = “Get & Transform”•Power View = Power View (if you can find it)•Power Map = 3D Maps

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Power View Future• Added to Excel 2013• Silverlight dependency • Hidden from the ribbon by default in 2016• Requires both PowerPivot for Sharepoint and SSRS

Integrated mode in SharePoint 2016

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PERFORMANCEPOINT SERVICES

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PerformancePoint 2016 – What’s New

It’s still there!

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SQL SERVER REPORTING SERVICES

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“Reporting Services is our on-premises solution for BI report

delivery”Microsoft - Business Intelligence – our reporting roadmap – October 2015

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Four Report Types• Paginated

• Classic SSRS • Interactive

• Power BI• Mobile

• New SSRS (Datazen)• Power BI

• Analytical• Excel

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Four Report Types• Paginated 1

• Classic SSRS • Interactive 1,2,3

• Power BI• Mobile 1,3

• New SSRS (Datazen) 1,3

• Power BI 3• Analytical 1,2,3,4

• Excel

1 Served by SSRS2 Served by Power BI (cloud)3 Served by Power BI mobile app4 Served by Office Online Server

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HTML 5 Based Rendering Engine

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Reporting Services Web Portal

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Customizable Parameters Pane

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Mobile Reports

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New UI for Report Builder/Data Tools

Old

New

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New Features for SSRS• HTML 5 Based Rendering

Engine• Customizable Parameters

Pane• New UI for Report Builder• New Web Portal• Mobile Reports

• New Chart Types• Tree Map and Sunburst

• PDF replaces ActiveX for printing• PowerPoint rendering and

export• KPIs• Pin to Power BI Dashboard• Render Power BI Desktop

files*• Render Excel Files?*Available after SQL Server 2016 GANative Mode

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New Features for SSRS• HTML 5 Based Rendering

Engine• New UI for Report Builder

• New Chart Types• Tree Map and Sunburst

• PDF replaces ActiveX for printing• PowerPoint rendering and

export

SharePoint Integrated Mode

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Native vs Integrated Mode

Integrated Mode Native Mode• Separate storage system• Separate security model • No SharePoint requirement• New features supported• Hybrid options

• Document Library Containers• SharePoint security model• SharePoint Service application

• Easy administration• Easy Scaling• Licensing burden

• Power View support

Native Mode FTW

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SSRS Native Mode in SharePoint• Native mode web parts ship with SQL Server

• Unchanged from SSRS 2008 R2

Native SP Integrated

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Future options?

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2016 Configuration SummaryFeature RequirementsExcel workbooks connected to SSAS Data Sources

Kerberos Constrained Delegation (KCD) between OOS and SSAS data sourceOREffectiveUserName enabled on OOS Server(s)OOS Server account(s) added to Admin list on SSAS server(s)

Connected Excel workbooks to Windows Authenticated SQL Server Data Sources

KCD between OOS and SQL ServerClaims to Windows Token Service running on OOS Server with Network Service enabled

Connected Excel workbooks using stored credentials (Excel Services Authentication Options)

Secure Store Service (SSS) credential createdOOS machine account added to SSS Members list“AllowHttpSecureStoreConnections = true” set on OOS server if HTTP is used

PowerPivot enabled Excel workbooks SSAS PowerPivot Mode server availableSSAS PP Mode server added to BI server list on OOS Server via New-OfficeWebAppsExcelBIServer cmdletOOS Server account added to Administrators list of SSAS PowerPivot Mode Server

Automatic Refresh of PP enabled workbooks

PowerPivot for SharePoint

PowerPivot Gallery PowerPivot for SharePointSilverlight (client side)

Excel files as a data source PowerPivot for SharePointPP4SP must have admin access on SSAS PP mode ServerKCD between OOS and SharePoint applicationClaims to Windows Token Service running on OOS Server with Network Service enabled

External ODC file supportPowerPivot Management Dashboard

S2S Trust Configured between OOS and SharePoint

Power View reports SSRS Integrated modeSilverlight (client side)

Power View in ExcelPower View with Excel as a data source

SSRS Services account must be added to the Admin group on the BI serverSilverlight (client side)

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John’s setup guideArticle DescriptionRethinking Business Intelligence in SharePoint and SQL Server 2016

My take on the changes to on-premises BI in the Microsoft world, and what the implications are for the present and future

Adding Excel Services Capabilities to a SharePoint 2016 Farm

How to Set up Office Online Server to support the services previously available in Excel Services

Enable PowerPivot Support in Office Online Server 2016 and Sharepoint 2016

How to set up SharePoint 2016 and Office Online Server to support Excel workbooks with embedded PowerPivot data models

Using PowerPivot for SharePoint with SharePoint 2016

How to configure the PowerPivot for SharePoint 2016 service application

Configuring SSRS 2016 Integrated Mode with SharePoint 2016

How to configure SQL Server Reporting Services 2016 Integrated mode in SharePoint 2016

Integrating SharePoint 2016 with SSRS Native Mode

How to configure SQL Server Reporting Services 2016 Native mode and integrate it with SharePoint 2016

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Upgrading

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Upgrade from the bottom up

Excel Services Sharepoint 2013

SQL DB SSAS Tabular SSAS OLAP Other Data Sources

SSAS Server 2012/2014PP4SP Mode

PP4SP2013

Office Web Apps Server 2013

Excel 2013 Client

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Step 1 – Upgrade SSAS PP4SP Mode

Excel Services Sharepoint 2013

SQL DB SSAS Tabular SSAS OLAP Other Data Sources

SSAS Server 2016PowerPivot Mode

PP4SP2013

Office Web Apps Server 2013

Excel 2013 Client

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Step 2 – Upgrade OWA Server

Excel Services Sharepoint 2013

SQL DB SSAS Tabular SSAS OLAP Other Data Sources

SSAS Server 2016PowerPivot Mode

PP4SP2013

Office Online Server 2016

Excel 2013 Client

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Step 3 – Upgrade SharePoint Server

Sharepoint 2016

SQL DB SSAS Tabular SSAS OLAP Other Data Sources

SSAS Server 2016PowerPivot Mode

PP4SP2016

Office Online Server 2016

Excel 2013 Client

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Step 4 – Upgrade Office Clients

Sharepoint 2016

SQL DB SSAS Tabular SSAS OLAP Other Data Sources

SSAS Server 2016PowerPivot Mode

PP4SP2016

Office Online Server 2016

Excel 2016 Client

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Key Takeaways• Changes to Excel/PowerPivot primarily architectural• Office Online Server required• Increased reliance on Kerberos• Changes to SSRS primarily features based• Use Power Query for all Excel data models (soon)• De-emphasize PerformancePoint• Explore Power BI

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