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by Mariano Teixeira Neto Norman P. Warren John Campbell, and Stacia Misner
Business Intelligence in Microsoft® SharePoint® 2010
Business Intelligence in Microsoft® SharePoint® 2010
A Note Regarding Supplemental Files
Introduction
Which Tool Do I Use?
BI Maturity Model
How Do the Tools Work Together to Help Me Solve My Needs for BI?
Who Should Read This Book
SharePoint Administrator
Business User
BI Developer
Scope of This Book
Organization of This Book
Chapter 1, Business Intelligence in SharePoint
Chapter 2, Choosing the Right BI Tool
Chapter 3, Getting to Trusted Data
Chapter 4, Excel Services
Chapter 5, PowerPivot for Excel and SharePoint
Chapter 6, Visio and Visio Services
Chapter 7, PerformancePoint Services
Chapter 8, Bringing It All Together
Appendix A: Virtual Machine Setup and SharePoint Configuration
Appendix B: DAX Function Reference
Appendix C: SharePoint As a Service—“Office 365”
Finding Your Best Starting Point in This Book
What’s Not in This Book
Access Services
SQL Server 2008 R2 Reporting Services in SharePoint
Business Connectivity Services
How Is BCS Different from BDC in SharePoint 2007?
Duet Enterprise
Web Analytics
Conventions Used in This Book
System Requirements
Code Samples
Installing the Code Samples
Using the Code Samples
Acknowledgments
Errata and Book Support
We Want to Hear from You
Stay in Touch
1. Business Intelligence in SharePoint
Introduction
Leading Up to Business Intelligence
Beware of Losing Sight of What Matters Most
What Is BI?
The Need for Business Intelligence Today
Microsoft’s Vision for BI
What SharePoint Does for BI
The BI Stack: SQL Server + SharePoint + Office
Authoring in Microsoft BI Tools
Some Examples of BI in SharePoint 2010
PerformancePoint and the BI Stack
Collaborative Decision Making: BI in Social Computing
To add a rating feature to a list
Summary
2. Choosing the Right BI Tool
Introduction
Business User Communities
Casual Users vs. Power Users
Organizational Hierarchy
BI Communities
Organizational BI
Reporting Services
Excel Services
PerformancePoint Services
Team BI
SharePoint BI
Visio Services
PowerPivot for SharePoint
Excel Services
Reporting Services
PerformancePoint Services
Self-Service and Personal BI
Excel
PowerPivot for Excel
Report Builder
Visio
The Progression of BI
BI Maturity Model
Stage 0: Prenatal
Stage 1: Infant
The Gulf
Stage 2: Child
Stage 3: Teenager
The Chasm
Stage 4: Adult
Stage 5: Sage
Road Map to Analytical Competition
Stage 1: Analytically Impaired
Stage 2: Localized Analytics
Stage 3: Analytical Aspirations
Stage 4: Analytical Companies
Stage 5: Analytical Competitors
Tool Selection
Excel
PowerPivot for Excel
Excel Services
PowerPivot for SharePoint
Reporting Services
SharePoint BI
PerformancePoint Services
Visio Services
Summary
3. Getting to Trusted Data
Introduction to Trusted Data
SQL Server 2008 R2 + SharePoint 2010 + Office 2010
BI in SQL Server2008 R2
Core BI Components
SQL Server Database Engine
SQL Server Integration Services (SSIS)
SQL Server Analysis Services (SSAS)
Data Mining
SQL Server Reporting Services
Business Intelligence Development Studio
Other SQL Server 2008 R2 BI Features
PowerPivot for Excel and PowerPivot for SharePoint
Master Data Services
StreamInsight and Complex Event Processing
Life Cycle of a BI Implementation
Step 1: Decide What to Analyze, Measure, or Forecast
Step 2: Inventory the Data You Have
Step 3: Create and Populate the Data Warehouse
What Is a Data Warehouse?
Data Warehouse vs. Data Mart
Facts and Dimensions
Moving Data by Using SSIS
From Data Warehouse to Report, Using SSIS
Step 4: Create an SSAS Cube from Warehouse Data
What Is OLAP?
Why Use SSAS?
What Is a Cube?
What Is MDX?
Alternatives for Creating Cubes
Step 5: Surfacing OLAP Data to Front-End Tools
Create a Cube from Data in SalesContosoDM
Northwind Database
Data Warehouse Scenario
Getting Started with the Data Source
To download and install the Northwind data source
Design and Create the Data Warehouse
To create the fact and dimension tables
To populate NorthwindOrdersDW dimensions tables
To populate the NorthwindOrdersDW FactOrders table
Create an Analysis Services Cube, Based on NorthwindOrdersDW Data
Creating a Cube Summarized
To create relationships between FactOrders, DimProducts, and DimCategories
Summary
4. Excel Services
Excel Services Overview
Brief History—the 2007 Release
BI Functionality
Sharing and Managing Workbooks
Extensibility
Excel Web Services
User Defined Functions
The 2010 Release
Continued BI Support
Editing and Excel Web Application
Improved Extensibility
Excel Services as a Cloud-Based Service
When to Use Excel Services
It’s Already Excel
Excel: Fast to Create and Easy to Adopt
It’s a Great Ad-Hoc Tool
It Scales Excel Files to Many Users
Configuration
Installation
Administration
File Security
Server Security
External Data Configuration
To configure authentication in the workbook
Locking Down Excel Files
View Only Permissions
To apply View Only permissions
To publish an Excel file
Create the Workbook
To get the data in the workbook
To add another PivotTable
To add conditional formatting
Adding Slicers
To insert slicers
To format the slicers
To connect the slicers to another PivotTable
To add a chart
Clean Up the Report
Sparkline Overview
To add some data and insert a PivotTable
To insert the sparklines
Connect the Slicer to the Sparklines
To enhance the look of the sparklines
To hide the PivotTable that the sparklines are summarizing
To finish and save to SharePoint
Viewing and Editing Workbooks in Excel Services
Viewing Workbooks
Editing Workbooks
Excel Services and Dashboards
Extending Excel Services
User Defined Functions
Excel Web Services
ECMAScript (JavaScript, JScript) Object Model
Excel Services REST
Summary
5. PowerPivot for Excel and SharePoint
Introduction
A Brief History of PowerPivot
When Do I Use PowerPivot for Excel?
When Do I Use PowerPivot for SharePoint?
Getting Started
Installing PowerPivot for Excel
To get started with PowerPivot
Installing PowerPivot for SharePoint
Creating a PowerPivot Workbook
Importing data
Importing from a Relational Database
To import database data
Importing from Windows Azure Marketplace DataMarket
To import data from Azure DataMarket
Pasting from the Clipboard
Enhancing and Analyzing the Data
Relationships
Calculations with DAX
PivotTables and PivotCharts with PowerPivot
Publishing to SharePoint
To publish your workbook
PowerPivot Gallery
Scheduling Data Refreshes
Data Refresh
Schedule Details
Earliest Start Time
E-mail Notifications
Credentials
Data Sources
Monitoring with PowerPivot for SharePoint
Infrastructure—Server Health
Query Response Times
Average Instance CPU
Average Instance Memory
Activity and Performance
Workbook Activity
Chart
List
Data Refresh
Recent Activity
Recent Failures
Reports
Summary
6. Visio and Visio Services
Introduction
A Brief History of Visio
What Does Visio Give You?
BI in Visio 2007 and Visio 2010
PivotDiagram
To insert a PivotDiagram into your drawing
To filter data display for different levels
Visio Data Selector Wizard
Data Graphic
Visio Viewer
What’s New in Visio 2010 and Visio Services
Diagram Validation in Visio 2010
SharePoint 2010 Visio Services
Visio Diagram Repository
Process Diagrams Document Library
Downloadable Add-Ins for Visio and Visio Services
When Do I Use Visio and Visio Services for BI?
Case Study: Global Crossing
Case Study: Virgin Mobile India
Configuration (Visio Services)
Security (Visio Services)
File Security
Server Security
Connecting to SharePoint Lists and Visio Services
When to Use an .odc File
Planning and Architecture (Visio Services)
Creating the Visio Diagram
Connecting to External Data and Display Data on the Shapes
To create an ODC file in Excel
To connect to data by using the Data Selector Wizard
To create a SharePoint Data Connection Library
Publishing a Visio Diagram
To publish a diagram as a Web Drawing
Visio Drawing Web Parts
To embed a Visio Web Drawing
Extending Visio Services
Summary
7. PerformancePoint Services
Introduction
History of PerformancePoint Services
Overview of PerformancePoint Services Components
Data Sources
Indicators
KPIs
Scorecards
Reports
Context Menu Features
Dashboards
Filters
Parts of Dashboard Designer
Other Dashboard Designer Features
Dashboard Content in SharePoint Folders
Dashboard Item History
What’s New in PerformancePoint Services
Improvements for Dashboard Authors and Users
Improvements for IT Professionals
Platform Integration with SharePoint Products and Technologies
Security
Improvements for Developers
Retired Features
When to Use PerformancePoint Services
Available Case Studies
Scenario: Tenaska
PerformancePoint Services Architecture
PerformancePoint Services Configuration
PerformancePoint Service Application Configured
To manage PerformancePoint service applications in Central Administration
To list running service applications with Windows PowerShell
Manage and Maintain PerformancePoint Services
Import PerformancePoint 2007 Content
Configure Security for PerformancePoint
To configure SSS for PerformancePoint
To configure the Unattended Service Account
Configure Data and Content Locations
To configure a trusted data source location
To configure a trusted content source location
Start PerformancePoint Dashboard Designer
To deploy the Business Intelligence Center using the template
To launch Dashboard Designer
Troubleshoot SQL Server Data Source Configuration
Providing a Performance Solution
Design the KPIs, Scorecards, Reports, and Dashboard
Create a Simple Dashboard
Create a Data Source
To create an Analysis Services data source
To save to the workspace and refresh your data sources
Create Key Performance Indicators
To create a KPI
Organize the Workspace Browser
To create a folder for KPIs
Create a Scorecard
To set the scoring pattern and indicator for the KPI
To create the scorecard
To add dimensions to the scorecard
Notes About the Scorecard
Create a Filter
To create a filter
Add a Report
To add a bar chart
Create a Dashboard
To create a dashboard
Modify Your Zones
To modify a zone
Other Options in Dashboard Designer
Summary
Quick Reference
8. Bringing It All Together
Introduction
Dashboards
Tools in SharePoint for Authoring Dashboards
Which Dashboard Tool Should I Use?
Dashboard (Web Part) Pages in SharePoint
To create a dashboard page in SharePoint
Use Excel Services in the Dashboard
Create the Excel Workbook
To add a pivot table to a workbook
To add a simple chart to the workbook
Prepare the Workbook for the Dashboard: Add Parameters
To specify a workbook parameter
Show the Workbook in Web Parts
To add an Excel Web Access Web Part
To configure the Web Part
Set Other Web Part Properties
Add More Web Parts and Finish
Add a SharePoint Filter to the Page
Create a Reusable Data Connection
To save the connection information to SharePoint
Add the Filter to the Dashboard
To add an Analysis Services filter to a dashboard page
Configure the Filter
To configure the Analysis Services filter
Connect the Filter to Other Web Parts
To connect a filter to other Web Parts
Add SharePoint KPIs
To create a new status list
To add the KPI to the dashboard
Connect the Filter to the KPI
To connect a filter to a KPI
Add a Visio Web Drawing
To create a Visio diagram
To link data to your diagram
To publish to SharePoint
To embed the Web Drawing as a Web Part
Add a PerformancePoint Web Part
To start PerformancePoint Dashboard Designer
To create a dashboard
To add Web Parts to the Web Parts page
The Web Part Page
Summary
Quick Reference
A. Virtual Machine Setup and SharePoint Configuration
Options for Software Installation and Configuration
Overview of Hyper-V, for Both Options
Option 1: Set Up a Pre-configured VM
Download
What Comes with the Download and Other Considerations
Virtual Machine “a”
(Optional) Virtual Machine “b”
System Requirements
Pre-configured VM Setup
Performance Considerations
Host Configuration
To prepare the host machine
Configure Hyper-V for the VM
To configure Hyper-V for the VM
To import and configure the VM
To restore VM 2010-7a.vhd
To configure the network adapter
Snapshots and Saved State
To create a snapshot
To apply a snapshot
Start the VM
To start the 2010-7a VM
To stop the VM image
Activation and Expiration
To reset the activation or “rearm” the VM
Post-Setup Performance Tweaks
To restore the Microsoft Contoso BI Demo Dataset for Retail Industry
To defragment all host drives
To set the host video resolution
To disable virus scanning
To convert the VM’s dynamic Virtual Hard Drive (VHD) to a static VHD
Option 2: Set Up Your Own VMs on Windows 2008 R2
Architecture for Server Configuration
Select a Host Computer with Windows 2008 R2
Install and Configure Windows 2008 R2 for Hyper-V
Install Windows 2008 R2 on Your Physical Host Machine
Configure Hyper-V
Re-configure Your Virtual Networks
Install Software on Your VMs
Install Windows 2008 R2 on Your VMs
Install SQL Server 2008 R2
Install SharePoint Server 2010
SharePoint 2010 Installation and Configuration
Install SharePoint Server 2010
Configure SharePoint Server 2010
To view service applications in Central Administration
To list running service applications with Windows PowerShell
Security for the Services Dedicated to BI
Different Names
Excel and Visio Services
Configure the .odc file
To publish an existing Office Data Connection file (.odc) to SharePoint
PerformancePoint Services
Resources for Configuring Security
Conclusion
B. DAX Function Reference
Date and Time Functions
Information Functions
Filter and Value Functions
Logical Functions
Math and Trig Functions
Statistical Functions
Text Functions
Time Intelligence Functions
C. SharePoint As a Service—“Office 365”
A Basic Overview of Software, Services, and the Cloud
A “Service” at the Most Basic Level
A “Service” in the Computing World
The Cloud
Not All Clouds Are Equal
The Microsoft Cloud
“Software”—What It Means in a Services World
Tradeoffs: Service vs. Software
Key Advantages of Software
Key Advantages of Services
Which Is Right for You?
More Traditional Productivity Applications As Services
SharePoint As a Service in Microsoft Office 365
What Is Office 365?
Using Office
Connecting the Office Client
Using SharePoint Online
SharePoint Online vs. SharePoint On-Premises
Hardware
Configuration Settings
Data Connectivity in Office 365
Availability of Service Applications and BI in Office 365
Summary
Index
D. About the Authors
Norm Warren
Mariano Teixeira Neto
John Campbell
Stacia Misner
About the Authors
Copyright
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