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Business intelligence in Office and SharePoint

FEATURE USE WHEN... KEY CONSIDERATIONS

EXCEL
View, sort, and organize small to medium
Excel enables you to to analyze and datasets in spreadsheets Ideal for small to medium data sets (up to
explore data in interactive views, such as Create charts and tables quickly and easily with a million records)
charts and tables. You can use Excel to time-saving features Connects to a wide range of data sources
create and share interactive reports, Create interactive dashboards that include Lots of basic BI features built in
scorecards, and dashboards. slicers and timeline controls

http://aka.ms/ExcelWhatsNew

ADVANCED EXCEL BI Increase your reporting capabilities in Excel


Discover, combine, & refine data (Power Query) Requires Excel 2013 (available in Office 365
FEATURES Create a Data Model and define hierarchies and ProPlus, Office 2013 Professional Plus, or
KPIs (Power Pivot) the standalone edition)
Power Query, Power Pivot, Power View, Create interactive views, mashups, and reports Power Pivot supports millions of records
and Power Map enable you to find and (Power View) Power Map views are not yet supported in
bring together data from a variety of Create three-dimensional, geospatial views a browser window
sources and create powerful, interactive (Power Map)
views and mashups in Excel.
http://aka.ms/ExcelBI

EXCEL SERVICES On premises, requires SharePoint Server


2013
Share centrally managed workbooks that are
In the cloud, requires SharePoint Online
published to SharePoint
Excel Services enables you to view, (Plan 2)
View and explore workbooks in a browser
interact with, and refresh workbooks in a Data refresh requires Secure Store or
window similar to using the Excel client
browser window. Kerberos constrained delegation
Display Excel content in SharePoint sites
Supports Effective User authentication for
Analysis Services data cubes

http://aka.ms/XLServices

POWER BI FOR

Set up scheduled data refresh for workbooks
View and use larger workbooks (up to 250 MB)
Available by subscription as an add-on or
OFFICE 365

in Power BI sites on Power BI for Office 365
standalone service in the cloud. (Not
Use natural language queries to find and
available on premises)
explore data using Power BI Q&A
Power BI for Office 365 extends your Provides an infrastructure to set up
Share and manage queries and data sources
business intelligence capabilities in the connections to on-premises data
Access on-premises data from the cloud
cloud.
Download the Power BI Windows Store App to
view workbook content on Windows tablets

http://aka.ms/PowerBI

Use Power View for SharePoint to create


SQL SERVER

reports in a SharePoint library (on premises)
Use Report Designer to create and share
REPORTING SERVICES

reports and data sources, and embed reporting
into applications. (Typically, IT professionals Requires SQL 2012 SP1 to use SharePoint
SQL Server Reporting Services enables and developers use this tool) 2013 features
you to develop and manage powerful Use Report Builder to create reports and
reports. reusable report parts and shared datasets
(Typically, IT professionals and power users use
this tool)
http://aka.ms/SSRSTools

VISIO SERVICES
Create data-connected diagrams using your Data refresh requires Secure Store or
Visio Services lets you share and view
Project Web App data Kerberos constrained delegation
Visio drawing (*.vsdx) and Visio web
Share diagrams or data-connected diagrams in Requires SharePoint Server Enterprise or
drawing (*.vdw) files.
a central location for viewing in a web browser SharePoint Online

http://aka.ms/VisioSvcs

PERFORMANCEPOINT
Define KPIs, custom aggregations, weightings,
SERVICES

and threshold configurations Requires SharePoint Server Enterprise
Create items that are reusable across multiple Supports Effective User authentication for
PerformancePoint Services enables you to dashboards and pages Analysis Services data cubes
create and view interactive dashboards Create a variety of reports and scorecards using Available on premises only
that display key performance indicators multiple data sources
(KPIs) and data visualizations in the form
of scorecards, reports, and filters.
http://aka.ms/PPS

= on premises = in the cloud

2014 Microsoft Corporation. All rights reserved. docbi@microsoft.com.

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