Introduction to PowerPivot and SharePoint 2010 Integration. Kevin S. Goff

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1 Introduction to PowerPivot and SharePoint 2010 Integration Kevin S. Goff

2 Kevin S. Goff: 30 seconds of Shameless Promotion Developer/architect since 1987 Microsoft SQL Server MVP 2010 (C# MVP ) Columnist for CoDe Magazine , 2010 Wrote a book, collaborated on a 2 nd book Currently writing a 3 rd book on Business Intelligence with SQL Server Frequent speaker for.net/database/sharepoint User Group/community events SQL Server/Business Intelligence Trainer/Courseware Author for SetFocus, LLC kgoff@kevinsgoff.net 10/8/2010 PowerPivot and SharePoint

3 The GRID 10/8/2010 PowerPivot and SharePoint

4 My baby daughter Katy! Being a daddy rocks 10/8/2010 PowerPivot and SharePoint

5 Now one year old! (May 8, 2010) 10/8/2010 PowerPivot and SharePoint

6 The Agenda 1. What is PowerPivot? 2. Current status of PowerPivot and Microsoft as a BI player 3. How can I install PowerPivot? 4. Cool Example output we can create 5. Creating a Worksheet 6. Really cool new features in Excel DAX Formula Expressions 8. Publishing to SharePoint General checklist of PowerPivot administrative topics 10. What can t PowerPivot do? 11. Important PowerPivot sites to follow 12. PowerPivot books 10/8/2010 PowerPivot and SharePoint

7 What is PowerPivot? Microsoft has released a free add-on for Office 2010: PowerPivot Component 1: Excel 2010 integration Self-service BI by adding new capabilities to join data for reporting Provides end users working against relational databases (or other sources) with some of the same features others have previously enjoyed against OLAP cubes Can work with LARGE amounts of data uses VertiPaq compression technology Utilizes elements of the Microsoft Analysis Services OLAP engine under the hood One BIG VLOOKUP!!! DAX (Data Analysis Expressions) Formula Language Utilizes new Excel 2010 features, such as sparklines (dense, highly compressed information graphics), visual data slicers, and asymmetric reporting Component 2: SharePoint 2010 Integration Analysis Services in SP2010 integrated mode (PowerPivot for SharePoint) Other users can view Excel spreadsheets with PowerPivot data in SharePoint 2010 Can use PowerPivot without SharePoint 2010 for standalone analysis 10/8/2010 PowerPivot and SharePoint 2010 Return to TOC 7

8 Current Status Released to manufacturing in early May, both 32 and 64-bit versions It s Free! (but requires Office Excel 2010) The planets are (almost) aligning! For years, developers and I.T. managers have faced versioning issues with Office, Visual Studio, SQL Server, and SharePoint In May 2010, Microsoft has released 2010 versions for Office, Visual Studio.NET, and SharePoint (with PerformancePoint Services) and a major update to SQL Server (2008 R2) Sounds like an interim release? Far more than that! New services, continually improving scalability, new reporting capabilities The release of SharePoint 2010/Office 2010/SQL Server 2008R2 represents the BI trifecta 10/8/2010 PowerPivot and SharePoint 2010 Return to TOC 8

9 Installing Free download of PowerPivot 2010 Only works with Excel 2010 Link also provides free trial downloads for Office 2010 Link also provides free trial downloads for SQL Server 2008 R2 and SharePoint 2010 (required for publishing PowerPivot output to a browser) Installation and configuration of PowerPivot and Excel 2010? Easy Installation of Sharepoint 2010/SQL Server 2008R2 and Integration with PowerPivot? Not so easy My blog ( walks through the installation and configuration steps 10/8/2010 PowerPivot and SharePoint 2010 Return to TOC 9

10 End Result what we can produce (1 of 6) PowerPivot Gallery (a tricked-out Sharepoint 2010 Document Library) using Silverlight 10/8/2010 PowerPivot and SharePoint 2010 Return to TOC 10

11 End Result what we can produce (2 of 6) Slicers, Pivot Table and Chart with Sales LY and % of Brand w/dax code 10/8/2010 PowerPivot and SharePoint 2010 Return to TOC 11

12 End Result what we can produce (3 of 6) Slicers, Sparklines and a Pivot table w/monthly Sales 10/8/2010 PowerPivot and SharePoint 2010 Return to TOC 12

13 End Result what we can produce (4 of 6) Asymmetric output (Sales for all 4 quarters, but returns for Q4 only) 10/8/2010 PowerPivot and SharePoint 2010 Return to TOC 13

14 End Result what we can produce (5 of 6) Slicers and Ranking with DAX code 10/8/2010 PowerPivot and SharePoint 2010 Return to TOC 14

15 End Result what we can produce (6 of 6) Slicers and Pivot Chart with Moving Avg w/dax code 10/8/2010 PowerPivot and SharePoint 2010 Return to TOC 15

16 Steps to Create In a new Excel sheet, open PowerPivot Open a SQL Database, or other source Point to tables (or write code to retrieve data) Create as many Pivot Tables/Pivot Charts as you need May need to add relationships manually (if they don t exist in the data) Use Field List to create slicers and filters Add DAX measures when needed 10/8/2010 PowerPivot and SharePoint 2010 Return to TOC 16

17 Cool new features in Excel 2010 Visual Data Slicers Sparklines Inline % of Parent and other calculations 10/8/2010 PowerPivot and SharePoint 2010 Return to TOC 17

18 DAX Formulas DAX - a cross between MDX and Excel code Sales for Same time period a year ago: =calculate(sum(factjewelsales[saleamount]), SamePeriodLastYear(DimDateCalendar[ActualDate]), all(dimdatecalendar)) Ranking states by Sales =COUNTROWS(FILTER (ALL(DimGeoStateMaster[StateName]), [Sum of SaleAmount] (Values(DimGeoStateMaster[StateName])) < [Sum of SaleAmount]&& DimGeoStateMaster[StateName] <> VAlues( DimGeoStateMaster[StateName]) ))+1 Determining 12 month moving average =sum('factjewelrepairs'[repairamount])/countrows(distinct('dimdatecalendar '[MonthKey])) =IF([FirstDateRepairs]<>"", calculate( [AverageRepairs], DATESBETWEEN('DimDateCalendar'[ActualDate],[FirstDateRepairs],[LastDateRepairs ]), All(DimDateCalendar))) 10/8/2010 PowerPivot and SharePoint 2010 Return to TOC 18

19 Steps to Publish to SharePoint 2010 In Excel file, may need to set connection Authentication Settings to NONE (if using unattended PowerPivotRefresh account) Must have previously created a site/site collection as a PowerPivot Gallery in SharePoint Administration File Save & Send Save to SharePoint Remember you re saving a single file that contains: The sheets and pivot tables/charts The underlying PowerPivot Data May need to set Excel Services Trusted Location Settings to set max size Also may want to set Data Refresh 10/8/2010 PowerPivot and SharePoint 2010 Return to TOC 19

20 Some PowerPivot Admin Notes You could write a book on configuring these tools! A myriad of configuration options Unattended execution account for data refreshes Excel SSO using PowerPivotDataRefresh You can schedule data refreshes in SharePoint 10/8/2010 PowerPivot and SharePoint 2010 Return to TOC 20

21 What shouldn t we try to use PowerPivot for? Some people wonder if PowerPivot will replace Analysis Services, OLAP cubes, etc. No, it won t No built-in security (SSAS provides role-based security) Doesn t directly support certain complex joins (e.g. Many-to-many fact/dimension relationships) No support for MOLAP/HOLAP/ROLAP No support for Partitions Supports large datasets, but won t work with extremely large enterprisewide databases You wouldn t put a 3 terabyte database into PowerPivot Additionally: Data Refresh isn t very flexible (no support for hourly refreshes) PowerPivot for SharePoint requires Enterprise Edition licenses 10/8/2010 PowerPivot and SharePoint 2010 Return to TOC 21

22 Office 2010 blogs: Important PowerPivot Sites PowerPivot blogs: /8/2010 PowerPivot and SharePoint 2010 Return to TOC 22

23 Some good PowerPivot books These 2 books are excellent highly recommended More PowerPivot books coming out in the fall of 2010 check Amazon 10/8/2010 PowerPivot and SharePoint 2010 Return to TOC 23