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Article – Configuring PowerPivot for SharePoint 2013

In the previous articles, we discussed installing SQL Server PowerPivot for SharePoint 2013 and associating PowerPivot SQL Server Analysis Services server instance with Excel Services. Before we get started with PowerPivot, we need to perform initial configuration for PowerPivot.

This article guides you through the steps required for the initial configuration of PowerPivot.

Before we get started, it’s important to point out that there will be 2 configuration options for PowerPivot:

  • PowerPivot Configuration Tool
  • PowerPivot for SharePoint 2013 Configuration

PowerPivot Configuration Tools

You need to use PowerPivot for SharePoint 2013 Configuration to configure PowerPivot for SharePoint 2013.

  • Right-click PowerPivot for SharePoint 2013 Configuration, and select Run as administrator to launch PowerPivot for SharePoint 2013 Configuration wizard.PowerPivot for SharePoint Configuration Tool
  • Select Configure or Repair PowerPivot for SharePoint, and click OK.PowerPivot for SharePoint Configuration Tool
  • Wizard will run set of validation rules, and wait until it finishes the validation process.PowerPivot for SharePoint Configuration Tool
  • After the validation process, PowerPivot Configuration Tool will open up. This wizard has 2 panes. Left hand pane shows all the configuration tasks which needs to be addressed. Right hand side pane shows Parameters, Script and Output for the selected task in left hand pane. We need to make sure that all the tasks in the left hand side pane indicates a green flag to move forward.Configuration Tasks
  • Select the root task – Configure or Repair PowerPivot for SharePoint 2013, and provide parameter values for Default Account Username, Default Account Password and Database Server. Important: make sure to give the database server name for the Database Server parameter even if you install PowerPivot in a SharePoint Server.
    Setting the database server
  • Select the task Create PowerPivot Service Application from left hand side pane. This task make sure it automatically create the Service Application instance for PowerPivot. Provide meaningful parameter values to Service Application Name, Database Server and Database Name from the right hand pane.Creating PowerPivot Service Application
  • Select the task Deploy Web Application Solution from left hand side. Select the Web Application which you want to deploy the PowerPivot solution from the URL drop down. Through this wizard you can deploy PowerPivot solution only to a single Web Application. However, you can use SharePoint 2013 Central Administration web site if you want to deploy PowerPivot solution to any other Web Application.
    Setting the Web Application
  • Select the task Activate PowerPivot Feature in a Site Collection. Select the Site Collection in which you want to activate the PowerPivot Feature using Site URL drop down.
    Setting the Site Collection
  • Select the task Create Unattended Account for DataRefresh. This will create and configure a Target Application in Secure Store Service for PowerPivot data refresh. Enter meaningful parameter values for Target Application ID, Friendly Name for Target Application, Unattended Account User Name, Unattended Account Password and Site URL.
    Setting the Unattended Service Account
  • Click Validate to start validating the configuration details.
    Validating configuration settings
  • If there are no errors in the configuration parameters which we provided, validation success message will show up. Make sure all the configuration tasks in the left hand side pane are flagged with a green flag.
    Validating configuration settings
  • Click Run to start the configuration process.
  • Click Yes in the Warning.
    Running the configuration
  • It runs a set of 15 configuration steps and when it’s done it shows success message. Click OK and then Exit to quit the configuration wizard.Running the configuration
  • Open SharePoint 2013 Central Administration web site. Click Manage service applications link from Application Management section. Verify the creation of PowerPivot service application instance.
    PowerPivot Service Application instance

Let’s conclude this article now and look at the rest of the configuration tasks in upcoming articles.

Posted by Joy