Find IT pro resources and tools for business intelligence capabilities in SharePoint 2013.
What is business intelligence: Business intelligence (BI) software is used to gather, store, and analyze data to help enterprise users make better business decisions.
Why would I use this scenario: This scenario provides you with the information you need to evaluate, plan, maintain and use Microsoft business intelligence applications.
Learn about the various tools and applications that make up BI and match them with your company’s BI needs.
Excel and Excel Services
Excel enables people to create powerful reports and scorecards using a variety of data sources. Excel Services enables people to view and interact with Excel workbooks that have been published to SharePoint sites.
Use Excel Services to share centrally managed workbooks that are published to SharePoint Server, enable people to view and explore workbooks in a browser window similar to using the Excel client, and display pieces and parts of workbooks in individual SharePoint Web Parts.
Power View enables users to visualize and interact with modeled data by using interactive visualizations, animations and smart querying.
Use Power View to create presentation-ready interactive dashboards and create reports that drill up and down and include pie charts, KPIs, maps and background images.
PowerPivot is functionality in Excel that allows you to create an analytic data model.
Use PowerPivot to create large multi-table data models that can have complex relationships and hierarchies, create calculated fields and KPIs, and refresh data automatically at scheduled times.
PerformancePoint Services enables users to create and view interactive dashboards that display key performance indicators (KPIs) and data visualizations in the form of scorecards, reports, and filters.
Use PerformancePoint Services to define KPIs, custom aggregations, weightings, and threshold configurations, create items that are reusable across multiple dashboards, create a variety of reports using multiple data sources, and view and interact with dashboards on iPad devices by using the Safari web browser.
The deep reporting capabilities in SQL Server Reporting Services integrate with SharePoint Server to provide a comprehensive reporting environment.
Visio Services in SharePoint Server 2013 lets users share and view Visio drawing (*.vsdx) and Visio web drawing (*.vdw) files.
Use Visio Services to create data-connected diagrams, such as org charts, floor plans, or network infrastructure, and share diagrams or data-connected diagrams in a central location for viewing in a web browser.
Take time to decide which BI tools you need for your business needs. Determine who and how you will be using the applications. Examine your system's architecture and determine the best way to configure and centralize your information. Security and permissions are important considerations when analyzing and publishing business intelligence data; make sure to plan access to data.
Software requirements for business intelligence
Learn the software requirements for the various BI tools that you will be using.
Excel and Excel Services
Excel Services supports data connections to SQL Server, SQL Server Analysis Services, and OLE DB/ODBC data sources. Not all the data connections that you can use in Excel are supported in Excel Services. “Edit in browser” capabilities are not available. Data refresh requires Secure Store, Effective User Name, or Kerberos constrained delegation.
Power View uses only tabular or PowerPivot data as a data source. The data source can be used directly in Excel or can be published to SharePoint Server 2013. It requires SQL Server 2012 SP1 to use SharePoint 2013 features. Silverlight is required to create or view a report.
PowerPivot can be used directly in Excel or can be published to SharePoint Server 2013. It can handle millions of records. PowerPivot for SharePoint provides server hosting of PowerPivot data in a SharePoint 2013 farm.
PerformancePoint Services supports Effective User Name authentication for Analysis Services data cubes. Data refresh requires Secure Store, Effective User Name, or Kerberos constrained delegation. It is available for on-premises installations only.
Reporting Services requires SQL Server 2012 SP1 to use SharePoint 2013 features. It requires SharePoint Server Enterprise.
Data refresh in Visio Services requires Secure Store or Kerberos constrained delegation.
Use Secure Store to provide data refresh authentication for Excel Services, PerformancePoint Services, and Visio Services.
Learn how to customize your BI capabilities.
Learn about the new capabilities in Excel Services in SharePoint Server 2013 and how you can use them in your own development efforts.
Learn about supported development scenarios and the extensibility architecture for PerformancePoint Services in SharePoint Server 2013.
Visio Services in SharePoint Server 2013 enables you to load, display, and interact programmatically with Visio files and Visio Web Drawings on SharePoint Server 2013 and SharePoint Online.
After you’ve planned your BI deployment, it’s time to install and configure.
The Business Intelligence Center template is the first step to getting a centralized site for all your BI needs.
Excel Services installs as a service application in SharePoint Server 2013 and is managed through Central Administration. Excel Services will only open workbooks that are stored in trusted locations, so it is important to configure trusted file locations as part of your Excel Services deployment.
The BI capabilities in Reporting Services can be integrated with SharePoint Server to maximize and centralize your BI experience.
You can use Excel 2013 to publish data models to the SharePoint PowerPivot gallery.
PerformancePoint Services installs as a service application in SharePoint Server 2013 and is managed through Central Administration. Dashboard Designer, the authoring tool for PerformancePoint Services, is launched from the BI Center.
Visio Services installs as a service application in SharePoint Server 2013 and is managed through Central Administration.
Secure Store installs as a service application in SharePoint Server 2013 and is managed through Central Administration. It requires that you create an encryption key before it can be accessed by other service applications.
Learn how to configure and maintain BI tools in SharePoint Server 2013.
Manage Excel Services through Central Administration.
Manage PerformancePoint Services through Central Administration.
Learn how to use your BI features and tools.
Dashboards and scorecards
Dashboards and scorecards are important ways to present your BI reports and data. Learn how to create them using the BI tool that you prefer.
You can use Excel Services to share BI content that includes data connections, reports, scorecards, and dashboards. Use Visio Services to share data-connected Visio diagrams for viewing within your organization. Visio diagrams can be viewed in a browser without the need to have Visio installed, and data can be refreshed in the diagram through Secure Store or Kerberos constrained delegation.
BI governance establishes guidelines and process for architecture, procedures and best practices. These help establish proper change management and integrity of critical business information.
You can configure your BI content to be optimized for viewing on mobile devices.
You can configure your dashboards and reports to connect to external data sources to keep them up-to-date. Use a proxy account (Secure Store) or the user’s own identity to connect and refresh data.
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