RAPID DATA EXPLORATION IN EXCEL

Breakthrough Insight

THE FANTASTIC 12 OF 2012

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RAPID DATA EXPLORATION & VISUALIZATION IN EXCEL EXCEL 2013: COMPLETE AND POWERFUL SELF-SERVICE BI TOOL

WHY MICROSOFT SELF-SERVICE BI

for Ability to Execute

BI platform

• Familiar tools and

• Extensive

confidence

to hundreds of terabytes

to

WHY MICROSOFT SELF-SERVICE BI

Source: Forrester Wave June 2012

“Microsoft offers PowerPivot

and Power View in-memory

data analysis and discovery

engine. Think of this as Excel

on steroids. If you are already

using Excel (and who isn’t?)

” - Forrester Wave June 2012

STUNNING, INTERACTIVE DATA VISUALIZATIONDISCOVER NEW INSIGHTS AT THE SPEED OF THOUGHT WITH POWER VIEW

• Explore, visualize and share insights with Power View

• Interactive, browser-based, ad-hoc data exploration for

gathering insights at the speed of thought

• Rich data visualizations bar, line, pie and trellis charts, geospatial

mapping and animations for identifying patterns and trends

• Advanced filtering capabilities enable powerful What-If type analysis

• Visual design experience

• Presentation-ready

POWER VIEW

WHAT IS POWER VIEW?

MANY POWER VIEW 2012 FEATURES

Model Explorer and Field list for model navigation and data

region structure

Motion charts

Interactivity: highlight, cross filter, play axis, popup,

transition animations, bubble trails…

View and data region level filtering with slicers

and filter pane Export to

PowerPoint

Multiple views in a single report

What-If type analysis

Table & Matrix including subtotals,

totals, blocking Tab Strip and Cover Flow Tiles for data navigation

Data region conversions

SharePoint integration (launch from doc lib,

manage, preview, Power Pivot gallery)

Common chart types, chart titles, legend, axes,

configure chart, chart series

Small multiples layout

Geospatial Mapping

Filter pane supports lists, measure slider, calendar,

and advanced mode

Sorting

Interactive, user defined drill paths

Drag and Drop to Canvas

Measures as Non Measures

Non Measures as Measures

Textboxes with rich text formatting

Show All

Embedded image support

Automatic Grouping improvements

POWER VIEW ARCHITECTURE

POWER VIEW EXPERIENCES

POWER VIEW IN SQL SERVER 2012

POWER VIEW IN EXCEL

BENEFITS OF POWER VIEW IN EXCEL 2013

One Tool to Have it All: Modeling, Analytics and Reporting

Power View Capabilities Offline

Cross Visual Interactivity (Filter and Highlight)

New Layout Paradigms (Multiples, Scrolling Visuals, Tiles, and Cards)

Additional Visualizations (Map)

EXCEL 2013 + POWERPIVOT: THE PERFECT MARRIAGE

Excel brings: Easier data cleanup (Flash Fill)

Faster on-ramp (Quick Analysis, Pivot and Chart Recommendations)

Built-in Data Model (relate your data)

New Data Sources (Odata, Azure Marketplace)

PowerPivot add-in for Excel 15 brings: Further Data Model enrichments (Calculated fields, KPIs, Hierarchies,

Perspectives)

Enriched data connectivity experience

Advanced Data Model exploration and manipulation

FLASH FILL Excel learns patterns and auto-completes data

QUICK ANALYSIS LENS Intelligent suggestions to illustrate data with ease

RECOMMENDED PIVOT TABLES Excel suggests ways to summarize your data

TIMELINE SLICER You can apply time filters on your data

QUICK EXPLORE AND QUICK TREND You can apply time filters on your data

DATA MODEL PROGRAMMABILITY Full data model exploration trough excel object model

ON EVERY DEVICE AND EVERY BROWSER

Excel

on

Windows

Phone

Excel

on

iPhone

Excel

on

Android

phone

EXCEL EMBED Easy to embed spreadsheet on the web

http://christinewillson.com/single-family-home-sales

MAPS

Point Based Maps Fields in the Location Drop Zone are

geocoded by Bing

Direct support for Latitude and Longitude

Pie Charts When multiple entries belong to a single point

Drill Support Locations Drop Zone order determines drill path.

Geocode Support Anything that Bing can resolve (Try it!)

Model Metadata support Mark fields in the model as geographic type

Automatic Classification of types

HIERARCHIES AND DRILL

Hierarchy Support All hierarchies are supported in Power View

Drill Drill is not dependent on hierarchies

Users can define their own drill paths using any fields

Show One or Show All For tablix, drill using “Show One Level” option

For chart and map, drill is turned on by default based on defined drill path

SOURCES FOR A POWER VIEW REPORT IN EXCEL

PowerPivot Model in the Workbook SQL Server, Access, Oracle, Azure Data Market, Odata, Teradata, PDW,

Sybase, Informix, DB2, OLEDB/ODBC, SSRS data feeds, text and Excel files.

Power Pivot Workbook in SharePoint

Server Deployed Tabular Models

Excel Ranges Internal Model

Excel Tables Internal Model

INTEGRATION POINTS Between Excel and the PowerPivot Add-In

With Office 2010 The PowerPivot Add-In is a standalone add-in

Separately downloaded and installed

With its own engine, Data Model and Field List

With Office 2013 The PowerPivot Add-In ships as an Excel feature

Installed as part of Excel in the Professional Plus SKU

Fully integrated engine, Data Model and Field List of Excel

BENEFITS USING THE ADD-IN For the individual building the model

Access to Diagram View Providing optimized manageability of your Data Model

Easy drag & drop for creation of relationships

Optimized data import Enabling you to apply filters during import to narrow down data set

Eliminating the need to write SQL statements

Allowing to effortlessly add more tables

WHEN YOU CAN BENEFIT FROM MORE ADVANCED BI MODELING

To enrich your model with calculations Adding calculated Fields, columns and KPIs

To further enhance your data model leveraging BI modeling features Creating hierarchies and Perspectives

To optimize for broader usage Hiding irrelevant metadata, formatting data and applying advanced sorting of

e.g. date fields

Define reporting properties to enhance the Power View experience

MORE POWER VIEW FEATURES FOR EXCEL 2013

SCENARIOS FOR POWER VIEW IN EXCEL

Excel 2013 Desktop Power View and PowerPivot integrated into Excel, Requires Silverlight

Author Power View sheets and Power Pivot Models in the Desktop

Publish workbooks with Power View sheets to SharePoint and/or Office 365

Excel 2013 + SharePoint 2013 Power View with Excel Web Access, Requires Silverlight

Interactivity and Rendering supported on the web.

Excel Desktop required for authoring and Power Pivot model editing.

Requires Reporting Services SQL Server 2012 SP1 CTP3

Excel 2013 + Office 365 Power View with Excel Web App, Requires Silverlight

Interactivity and Rendering supported on the web.

Excel Desktop required for Power View sheet authoring and Power Pivot model editing.

INFORMATION WORKER EXPERIENCE IN EXCEL 2013

SHAREPOINT 2013 EXCEL SERVICES INTEGRATION

OFFICE 365 ARCHITECTURE

FEATURE COMPARISON

REPORTING SERVICES

• Operational reporting with SQL Server 2012

• Self-service and ad-hoc reporting with Report Builder • Reusable Report Parts, Report Part Gallery and Shared Data Sets

• Publish to SharePoint or stand-alone Report Manager

• Report Data Feeds for delivering data as a service

REPORTING SERVICES

EXTENSIVE VISUALIZATIONS

OData Feeds

LOB Apps

Hadoop Big Data

REPORT DATA FEEDS

ATOM

Feed

Published Reports

Data Sources

Encapsu-

lating

Reports SharePoint

Farm

Report-Based

Data Feeds

Report Data Feed capabilities are provided out of the box in every report for delivering data as a service

MOBILE VIEWING SUPPORT

• SQL Server Reporting Services 2012 SP1 new mobile viewing

support on Windows 8 and iOS iPad tablets

ADDITIONAL ENHANCEMENTS

• Support for new report export file formats

• Word rendering to *.docx format

• Excel rendering to *.xlsx format

• Feature parity with existing Word and Excel renderers

• Added ZIP-compressed files

• Larger worksheets in Excel

• 65k -> 1M rows

• 256 -> 16k columns

• More colors, theming and branding in Excel

• 56-color palette -> 24-bit color (16M colors)

OFFICE OPEN XML RENDERING EXTENSIONS

Support for new file formats introduced in Office 2007 Word rendering to *.docx format

Excel rendering to *.xlsx format

Feature parity with existing Word and Excel renderers ZIP-compressed files

Larger worksheets in Excel 65k 1M rows

256 16k columns

More colors in Excel 56-color palette 24-bit color (16M colors)

USER-DEFINED SELF SERVICE ALERTING

• Create Data Alerts within Reporting Services Reports

• Report authors maintain control over available data for alerting

• Users create alerts directly on the data visible in reports

• Detect Important Data Level Changes • Intuitive Alert Rules (greater than, before/after)

• Easy to use scheduling (weekly, daily, monthly)

• Relevant data included in Alert Message

• Alert Management in SharePoint • Fine grained authorization

• Self-managed through SharePoint

• IT visibility and control over user-defined alerts

ALERTING/SSRS SHAREPOINT ARCHITECTURE

SHARE AND COLLABORATE THROUGH SHAREPOINT Empower users to easily discover, analyze, & share insights

Empower Users to: Share solutions & BI insights across the entire

organization

Find expertise & connect with colleagues

Engage in team discussions and threaded

conversations

Publish to SharePoint with a single click

Share interactive PowerPivot workbooks &

Power View reports to enable broad adoption

of BI insights

Stay up to date with Self-Service

Reporting Alerts

NEW SSRS SHAREPOINT INTEGRATION BENEFITS

SSRS SharePoint 2010 Shared Service Hosted in SharePoint Shared Service App pool

SSRS catalog DBs are SharePoint Service App DBs

WCF and Claims based communication

PowerShell Cmdlets

Central Admin UI for all RS administration

ULS Logging integration

Built-in scale-out and load balancer

Report Performance Improvements For reports in AJAX Viewer

Parity with SQL Server 2012 Native mode performance

Top SharePoint mode pain point

Small reports used to be 2-3 times slower: Fixed

Faster than 2008 R2 SharePoint mode ~ 30-60%

SQL Setup Option For SSRS SharePoint Service

UPGRADE TO SQL SERVER 2012 STEP-BY-STEP

SUMMARY OF KEY DIFFERENCES

ADDITIONAL MATERIALS Web Sites

• Reporting Services – http://www.microsoft.com/sqlserver/en/us/solutions-technologies/business-intelligence/SQL-Server-2012-reporting-services.aspx

• Power View – http://www.microsoft.com/en-us/bi/Products/PowerView.aspx

• PowerPivot – http://www.microsoft.com/en-us/bi/Products/PowerPivot.aspx

• Excel 2013 – http://www.microsoft.com/en-us/bi/Products/OfficePreview.aspx

White Papers • SQL Server 2012 Upgrade Technical Reference

• Configuring Kerberos Authentication for Microsoft SharePoint 2010 Products.

• Deploying a Business Intelligence Solution Using SharePoint, Reporting Services, and PerformancePoint Monitoring Server with Kerberos

• Reporting Services SharePoint Integration Troubleshooting

Links • SSRS Team Blog

• Power View Wiki

© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.