Business Intelligence in Microsoft SharePoint 2010

Table of Contents......Page 6
Introduction......Page 14
Conventions Used in This Book......Page 24
Acknowledgments......Page 26
Errata and Book Support......Page 27
Introduction......Page 28
Leading Up to Business Intelligence......Page 29
Beware of Losing Sight of What Matters Most......Page 32
The Need for Business Intelligence Today......Page 33
Microsoft’s Vision for BI......Page 34
The BI Stack: SQL Server + SharePoint + Office......Page 37
PerformancePoint and the BI Stack......Page 39
Collaborative Decision Making: BI in Social Computing......Page 41
Summary......Page 43
Introduction......Page 44
Casual Users vs. Power Users......Page 45
BI Communities......Page 47
BI Maturity Model......Page 57
Road Map to Analytical Competition......Page 63
Tool Selection......Page 66
PowerPivot for Excel......Page 68
PowerPivot for SharePoint......Page 69
Reporting Services......Page 70
SharePoint BI......Page 71
Visio Services......Page 72
Summary......Page 73
Introduction to Trusted Data......Page 74
SQL Server 2008 R2 + SharePoint 2010 + Office 2010......Page 76
Core BI Components......Page 78
SQL Server Reporting Services......Page 80
Business Intelligence Development Studio......Page 81
Other SQL Server 2008 R2 BI Features......Page 82
Step 1: Decide What to Analyze, Measure, or Forecast......Page 83
Step 2: Inventory the Data You Have......Page 84
Step 3: Create and Populate the Data Warehouse......Page 85
Step 4: Create an SSAS Cube from Warehouse Data......Page 90
Create a Cube from Data in SalesContosoDM......Page 93
Data Warehouse Scenario......Page 94
Getting Started with the Data Source......Page 95
Design and Create the Data Warehouse......Page 97
Create an Analysis Services Cube, Based on NorthwindOrdersDW Data......Page 108
Creating a Cube Summarized......Page 109
Summary......Page 112
Excel Services Overview......Page 114
Brief History—the 2007 Release......Page 116
The 2010 Release......Page 117
When to Use Excel Services......Page 119
Installation......Page 121
Administration......Page 122
Server Security......Page 124
External Data Configuration......Page 126
View Only Permissions......Page 130
Create the Workbook......Page 135
Adding Slicers......Page 140
Clean Up the Report......Page 144
Sparkline Overview......Page 145
Connect the Slicer to the Sparklines......Page 148
Viewing Workbooks......Page 152
Editing Workbooks......Page 153
Extending Excel Services......Page 154
ECMAScript (JavaScript, JScript) Object Model......Page 155
Excel Services REST......Page 156
Summary......Page 157
Introduction......Page 160
When Do I Use PowerPivot for Excel?......Page 162
Installing PowerPivot for Excel......Page 163
Creating a PowerPivot Workbook......Page 165
Enhancing and Analyzing the Data......Page 173
Calculations with DAX......Page 174
PivotTables and PivotCharts with PowerPivot......Page 176
Publishing to SharePoint......Page 179
PowerPivot Gallery......Page 180
Scheduling Data Refreshes......Page 181
Data Refresh......Page 183
Schedule Details......Page 184
E-mail Notifications......Page 185
Credentials......Page 186
Data Sources......Page 187
Monitoring with PowerPivot for SharePoint......Page 188
Infrastructure—Server Health......Page 190
Workbook Activity......Page 192
Data Refresh......Page 193
Summary......Page 195
Introduction......Page 196
What Does Visio Give You?......Page 197
BI in Visio 2007 and Visio 2010......Page 199
Diagram Validation in Visio 2010......Page 206
SharePoint 2010 Visio Services......Page 207
Downloadable Add-Ins for Visio and Visio Services......Page 210
Case Study: Global Crossing......Page 211
Case Study: Virgin Mobile India......Page 212
Security (Visio Services)......Page 213
Connecting to SharePoint Lists and Visio Services ......Page 214
When to Use an .odc File......Page 217
Creating the Visio Diagram......Page 218
Connecting to External Data and Display Data on the Shapes......Page 219
Publishing a Visio Diagram......Page 228
Visio Drawing Web Parts......Page 229
Extending Visio Services......Page 231
Summary......Page 232
Introduction......Page 234
Data Sources......Page 235
Indicators......Page 236
Scorecards......Page 237
Reports......Page 238
Dashboards......Page 239
Parts of Dashboard Designer......Page 240
Other Dashboard Designer Features......Page 242
Improvements for Dashboard Authors and Users......Page 243
Improvements for IT Professionals......Page 244
When to Use PerformancePoint Services......Page 245
Available Case Studies......Page 246
PerformancePoint Services Architecture......Page 247
PerformancePoint Services Configuration......Page 248
PerformancePoint Service Application Configured......Page 249
Manage and Maintain PerformancePoint Services......Page 250
Configure Security for PerformancePoint......Page 251
Configure Data and Content Locations......Page 254
Start PerformancePoint Dashboard Designer......Page 255
Providing a Performance Solution......Page 258
Create a Simple Dashboard......Page 259
Quick Reference......Page 289
Introduction......Page 290
Tools in SharePoint for Authoring Dashboards......Page 291
Which Dashboard Tool Should I Use?......Page 292
Dashboard (Web Part) Pages in SharePoint......Page 295
Create the Excel Workbook......Page 297
Prepare the Workbook for the Dashboard: Add Parameters......Page 301
Show the Workbook in Web Parts......Page 304
Set Other Web Part Properties......Page 308
Add More Web Parts and Finish......Page 309
Add a SharePoint Filter to the Page......Page 310
Create a Reusable Data Connection......Page 311
Connect the Filter to Other Web Parts......Page 315
Add SharePoint KPIs......Page 317
Connect the Filter to the KPI......Page 322
Add a Visio Web Drawing......Page 324
Add a PerformancePoint Web Part......Page 334
Summary......Page 339
Quick Reference......Page 340
Options for Software Installation and Configuration......Page 342
Overview of Hyper-V, for Both Options......Page 343
What Comes with the Download and Other Considerations......Page 344
Pre-configured VM Setup......Page 345
Option 2: Set Up Your Own VMs on Windows 2008 R2......Page 356
Architecture for Server Configuration......Page 357
Select a Host Computer with Windows 2008 R2......Page 358
Install and Configure Windows 2008 R2 for Hyper-V......Page 359
Install Software on Your VMs......Page 360
SharePoint 2010 Installation and Configuration......Page 361
Excel and Visio Services......Page 363
Configure the .odc file......Page 364
PerformancePoint Services......Page 365
Conclusion......Page 366
Date and Time Functions......Page 368
Filter and Value Functions......Page 369
Logical Functions......Page 370
Math and Trig Functions......Page 371
Statistical Functions......Page 372
Text Functions......Page 373
Time Intelligence Functions......Page 375
A “Service” at the Most Basic Level......Page 378
The Cloud......Page 379
Tradeoffs: Service vs. Software......Page 381
More Traditional Productivity Applications As Services......Page 383
What Is Office 365?......Page 384
Using Office......Page 385
SharePoint Online vs. SharePoint On-Premises......Page 386
Availability of Service Applications and BI in Office 365......Page 390
Summary......Page 391
Index......Page 392
About the Authors......Page 412