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1 of 27
John White 
Chief Technology Officer 
UnlimitedViz Inc 
http://whitepages.unlimitedviz.com 
@diverdown1964 
How to Warehouse Your SharePoint Data
2 | SharePointalooza – Branson, MO 2014 
A Few Reminders 
 
http://bit.ly/SPAloozaAttendee 
 
 
 
 

3 | SharePointalooza – Branson, MO 2014 
Thank you, sponsors!
4 | SharePointalooza – Branson, MO 2014 
The Bands 
What better way to unwind after a 
long day of working out your brain 
than with some great live music at 
the amazing outdoor stage at 
Branson Landing! The bands will be 
playing both Friday and Saturday 
night from 6:30 pm to 10 pm.
6 | SharePointalooza – Branson, MO 2014 
Agenda 
 
 
 
 

SharePoint Data Storage
8 | SharePointalooza – Branson, MO 2014 
Excel Data Storage 
 
 
 
 
 
 
 
 
 

10 | SharePointalooza – Branson, MO 2014 
SharePoint Content Databases (2010)
11 | SharePointalooza – Branson, MO 2014 
SharePoint Capacity Boundaries 
 
http://technet.microsoft.com/en-us/library/cc262787 
 
 
 

12 | SharePointalooza – Branson, MO 2014
ONE DOES NOT SIMPLY 
RETURN HIS RAW DATA FROM THE DATABASE
Storage Design and Visualization 
15 | SharePointalooza – Branson, MO 2014 
BI Architecture 101 
Data Marts 
Extract, Transform, 
and Load (ETL) 
Middleware 
Server(s) 
Data 
Warehouse 
Data Cubes and 
Tabular Models 
E 
T 
L 
Reporting 
Server(s) 
BI and 
Designer 
Clients 
Source data
Storage Design and Visualization 
16 | SharePointalooza – Branson, MO 2014 
Microsoft enterprise (classic) BI 
E 
SQL Server DB 
SQL Server 
Integration 
Services (SSIS) 
SharePoint (with) 
• Excel Services 
• PowerPivot for SharePoint 
• SSRS SharePoint Mode 
• PerformancePoint 
SQL Server 
DB 
SQL Server Analysis 
Services Multidimensional 
and Tabular modes 
L 
SQL Server 
Reporting 
Services 
(SSRS) 
Excel 
SQL Data Tools 
Report Builder 
3rd party tools 
ETL 
T 
Source data
17 | SharePointalooza – Branson, MO 2014 
Team BI and SharePoint Dashboards 
Power Pivot Worksheets 
• Pivot Tables and Charts 
• Power View 
Data Marts and 
other 
Data Cubes and 
Tabular Models 
Standard Worksheets 
• Pivot Tables and Charts 
PerformancePoint Scorecards and KPIs 
PerformancePoint Reports 
• Analytic Charts and Grids 
• Decomposition trees 
SQL Server Reporting Services Reports 
• Standard 
• Power View
18 | SharePointalooza – Branson, MO 2014 
Why Warehouse? 
 
 
 
 
 
 
 

20 | SharePointalooza – Branson, MO 2014 
ETL Tools 
 
 
 
 http://go.microsoft.com/fwlink/?LinkID=320744 
 http://www.microsoft.com/en-ca/download/details.aspx?id=36843 
 http://www.microsoft.com/en-us/download/details.aspx?id=42313 
 
 http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652 
 http://dataqueen.unlimitedviz.com/2011/06/how-to-use-a-sharepoint-list-as-a-data-source-in-your-ssis- 
package/ 
 
 http://www.microsoft.com/en-us/download/details.aspx?id=42280 
 http://whitepages.unlimitedviz.com/2014/03/using-the-odata-source-connector-with-sharepoint-online- 
authentication/ 
 http://www.microsoft.com/en-us/ 
download/details.aspx?id=35585
21 | SharePointalooza – Branson, MO 2014
23 | SharePointalooza – Branson, MO 2014 
Data Consumption 
 
 
 
 
 
 
 
 
 

24 | SharePointalooza – Branson, MO 2014
25 | SharePointalooza – Branson, MO 2014 
Considerations 
 
 
 

26 | SharePointalooza – Branson, MO 2014 
In Conclusion 
 
 
 

27 | SharePointalooza – Branson, MO 2014 
Q&A 
jpw@unlimitedviz.com

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Keeping It Tidy- How to Warehouse your SharePoint Data

  • 1. John White Chief Technology Officer UnlimitedViz Inc http://whitepages.unlimitedviz.com @diverdown1964 How to Warehouse Your SharePoint Data
  • 2. 2 | SharePointalooza – Branson, MO 2014 A Few Reminders  http://bit.ly/SPAloozaAttendee     
  • 3. 3 | SharePointalooza – Branson, MO 2014 Thank you, sponsors!
  • 4. 4 | SharePointalooza – Branson, MO 2014 The Bands What better way to unwind after a long day of working out your brain than with some great live music at the amazing outdoor stage at Branson Landing! The bands will be playing both Friday and Saturday night from 6:30 pm to 10 pm.
  • 5.
  • 6. 6 | SharePointalooza – Branson, MO 2014 Agenda     
  • 8. 8 | SharePointalooza – Branson, MO 2014 Excel Data Storage          
  • 9.
  • 10. 10 | SharePointalooza – Branson, MO 2014 SharePoint Content Databases (2010)
  • 11. 11 | SharePointalooza – Branson, MO 2014 SharePoint Capacity Boundaries  http://technet.microsoft.com/en-us/library/cc262787    
  • 12. 12 | SharePointalooza – Branson, MO 2014
  • 13.
  • 14. ONE DOES NOT SIMPLY RETURN HIS RAW DATA FROM THE DATABASE
  • 15. Storage Design and Visualization 15 | SharePointalooza – Branson, MO 2014 BI Architecture 101 Data Marts Extract, Transform, and Load (ETL) Middleware Server(s) Data Warehouse Data Cubes and Tabular Models E T L Reporting Server(s) BI and Designer Clients Source data
  • 16. Storage Design and Visualization 16 | SharePointalooza – Branson, MO 2014 Microsoft enterprise (classic) BI E SQL Server DB SQL Server Integration Services (SSIS) SharePoint (with) • Excel Services • PowerPivot for SharePoint • SSRS SharePoint Mode • PerformancePoint SQL Server DB SQL Server Analysis Services Multidimensional and Tabular modes L SQL Server Reporting Services (SSRS) Excel SQL Data Tools Report Builder 3rd party tools ETL T Source data
  • 17. 17 | SharePointalooza – Branson, MO 2014 Team BI and SharePoint Dashboards Power Pivot Worksheets • Pivot Tables and Charts • Power View Data Marts and other Data Cubes and Tabular Models Standard Worksheets • Pivot Tables and Charts PerformancePoint Scorecards and KPIs PerformancePoint Reports • Analytic Charts and Grids • Decomposition trees SQL Server Reporting Services Reports • Standard • Power View
  • 18. 18 | SharePointalooza – Branson, MO 2014 Why Warehouse?        
  • 19.
  • 20. 20 | SharePointalooza – Branson, MO 2014 ETL Tools     http://go.microsoft.com/fwlink/?LinkID=320744  http://www.microsoft.com/en-ca/download/details.aspx?id=36843  http://www.microsoft.com/en-us/download/details.aspx?id=42313   http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652  http://dataqueen.unlimitedviz.com/2011/06/how-to-use-a-sharepoint-list-as-a-data-source-in-your-ssis- package/   http://www.microsoft.com/en-us/download/details.aspx?id=42280  http://whitepages.unlimitedviz.com/2014/03/using-the-odata-source-connector-with-sharepoint-online- authentication/  http://www.microsoft.com/en-us/ download/details.aspx?id=35585
  • 21. 21 | SharePointalooza – Branson, MO 2014
  • 22.
  • 23. 23 | SharePointalooza – Branson, MO 2014 Data Consumption          
  • 24. 24 | SharePointalooza – Branson, MO 2014
  • 25. 25 | SharePointalooza – Branson, MO 2014 Considerations    
  • 26. 26 | SharePointalooza – Branson, MO 2014 In Conclusion    
  • 27. 27 | SharePointalooza – Branson, MO 2014 Q&A jpw@unlimitedviz.com

Editor's Notes

  1. We aren’t going into data warehouse design here (although we can if you would like) – this is a demo focused, hand on “how to” session.
  2. SharePoint and Excel share a common similarity Easy place to store data, specifically list data Once you have a hammer, everything starts to look like a nail Victim of its own success Analysts start trying to make it work like a database Excel gets around it with Vlookup etc, but it’s really not a database - A lot like SharePoint is some ways. But SharePoint is different, right? I mean, SharePoint stores its data in SQL databases!
  3. Lets have a look at those databases
  4. Lets have a look at those databases
  5. A Good example is the Workflow History list. The bane of many SharePoint administrators. Start with Expenses – show workflow History as normal - Show the NintexWorkflowHistory List - Explain how is connects – and disconnects from source items. - Show the historylist - Go to reports – show the report that uses a SharePoint data source - Run the report – talk a bit - Show the historylist table do a count - Run the SQL report The numbers are fairly compelling So… HOW?
  6. There is one very important rule to remember when delivering BI solutions. What we’ve just seen shows that it’s just that much more important with SharePoint.
  7. Business Intelligence is all about the data, but that doesn’t mean that you just wire up Excel to source data and start Extracting (although far too many people do). This is bad for a number of reason - Security – data level access to production data - Usability – difficult to understand constructs (Great Plains anyone?) - Performance – reporting against the production data concentrates the load. - Organization – data optimized for transactions, not reporting
  8. Instead of querying our source systems directly, we want to take our data and move it into Data Warehouses and data marts, which are optimized for the sorts of analysis that we want to perform. This is done through an ETL operation. CLICK The data is extracted from the source system, CLICK transformed into the shape we need it, CLICK then loaded into the data warehouse. CLICK Other ETL processes or cube process will load the data into any necessary marts, cubes or models. From here various servers and client will access the data, usually from the data marts of cubes, but occasionally from the warehouse directly. So how does this translate to the Microsoft stack? There are two ways. The Enterprise, or “classic” BI method, or the Power (personal) method.
  9. Starting with the classic method, SQL Server Integration Services is the tool that performs our ETL. SQL Server Database Engine is used for the storage of the data warehouses and data marts SQL Server Analysis Services is the multidimensional engine (traditional OLAP cubes) and now is the engine for enterprise tabular models (xVelocity). SSRS is the traditional server engine for serving reports, and can be deployed either standalone, or through SharePoint. These tools all ship on SQL server media, but some (SSRS and PowerPivot for SharePoint) may be deployed to SharePoint Clients of this infrastructure may be servers themselves, or designers and Power Users. Consuming tools include Excel, SQL Server Data Tools, Excel Services, PowerPivot for SharePoint, or a host of other tools. Recently, there has been a lot of work in the Personal BI space – so how does that compare to this approach? Fundamental BI concepts still apply.
  10. Within SharePoint, we can publish reports and data models, and establish connections to the relevant back end systems. These components can then be used to construct dashboards, or used on their own as dashboards. Dashboards can contain, but are not necessarily limited to Worksheets and worksheet components through Excel Services, either directly connected or via PowerPivot SSRS Reports PerformancePoint scorecards and KPIs PerformancePoint reports
  11. SO, how do we actually go about doing this stuff?
  12. We’ve simply focused on moving data from production. Schemas can be optimized for reporting. We used a view to add in user information, this could be done with SSIS in flight Star, snowflake schemas Loading the data places a load on the source system Complete fill vs incremental load Once in a warehouse, data is a first class citizen with data from any source. Helps with Mashups Be sure to schedule data pulls as infrequently as possible to reduce load. Must meet business requirements How real enough does the data need to be? With Nintex workflows you can pump straight to SQL . Be sure to clean up the source data in necessary.
  13. Warehousing applies to SharePoint even more so than transactional systems It’s relatively simple to surface back end transactional data in SharePoint Use the right tool for the right job.