SharePoint 2010 Business Intelligence : 24-hour trainer · SharePoint®2010BusinessIntelligence...

SharePoint® 2010 Business Intelligence

24-HOUR TRAINER

Adam Jorgensen

Mark Stacey

Devin Knight

Patrick LeBlanc

Brad Schacht

WILEY

Wiley Publishing, Inc.

CONTENTS

INTRODUCTION xxix

LESSON 1: WHY SHAREPOINT FOR BUSINESS INTELLIGENCE? 3

Kick Start Your Business Intelligence 4

Financial 4

Retail 5

Manufacturing 5

Healthcare 5

Government 6

SharePoint Features That Enhance Your Business 6

Extending Office into SharePoint 7

Customizing SharePoint 2010 to Match Your Company 9

Security and Service Model 10

New Architecture 10

Try It 11

Lesson Requirements 11

Hints 11

Step-by-Step 11

LESSON 2: SHAREPOINT 2010 TECHNICAL OVERVIEW 13

A New SharePoint Experience 13

System Requirements 13

Key Servers and Server Roles 14

Central Administration 15

Say Goodbye to Shared Service Providers 16

Improved Authentication Control 18

Claims Based Authentication 18

SharePoint Authentication 19

Additional SharePoint Features 20

Try It 20


Hints 20

Step-by-Step 20

CONTENTS

LESSON 3: SHAREPOINT CENTRAL ADMINISTRATION OVERVIEW 23

What Is Central Administration? 23

Bl Service Applications 24

Basics of Site Management 25

Try It 26


Hints 26

Step-by-Step 26

LESSON 4: DATA SECURITY OVERVIEW IN SHAREPOINT 2010 29

Managed Accounts 29

Unattended Service Account 31

Office Authentication Options 31

Best Practices 34

Try It 35


Hints 35

Step-by-Step 35

LESSON 5: CREATING AND CONFIGURING EXCEL SERVICES

APPLICATIONS 41

Creating an Excel Services Application 41

Enabling Excel Services 42

Configuring Excel Services Security and Authentication 43

Reporting and Caching Options 46

Try It 47


Hints 47

Step-by-Step 47

LESSON 6: CREATING AND CONFIGURING PERFORMANCEPOINT

SERVICES APPLICATIONS 51

Enabling PerformancePoint Services 51

Configuring PerformancePoint Services Security and Authentication 52

Kerberos, Per-User, Unattended Service Account 53


vili

CONTENTS

Try It 56


Hints 56

Step-by-Step 56

LESSON 7: CREATING AND CONFIGURING VISIO SERVICESAPPLICATIONS 61

Creating a Visio Services Application 61

Enabling Visio Services 62

Configuring Visio Services Security and Authentication 63


Other Considerations 65

Try It 65


Hints 66

Step-by-Step 66

LESSON 8: CREATING AND CONFIGURING POWERPIVOT FOR

SHAREPOINT SERVICES APPLICATIONS 69

SQL Server and SharePoint Installations 69

Standalone vs. Existing Farm 70

Installing SQL Server PowerPivot for SharePoint 70

Deploying the PowerPivot Solution to SharePoint 72

Creating the PowerPivot Service Application 72

Activating the PowerPivot Feature on Site Collections 73

PowerPivot Authentication 74

Testing Your Configuration 76

Try It 78


Hints 78

Step-by-Step 79

LESSON 9: CREATING YOUR FIRST SHAREPOINT SITE FOR BUSINESS

INTELLIGENCE 87

Understanding Web Applications, Site Collections, and Sites 87

Creating a Site in SharePoint 2010 89

Site Options and Templates 91

Business Intelligence Sites 92

Try It 93

xix

CONTENTS


Hints 94

Step-by-Step 94

LESSON 10: CONFIGURING REPORTING SERVICES FOR SHAREPOINT

INTEGRATION 99

Configuring Reporting Services for SharePoint Integrated Mode 99

Configuring the SharePoint 2010 Reporting Services Add-In 102

Testing the Reporting Services Configuration 103

Try It 103


Hints 104

Step-by-Step 104

LESSON 11: IMPLEMENTING BUSINESS CONNECTIVITY SERVICES IN

SHAREPOINT 107

What Is BCS? 107

Business Connectivity Services vs. BDC 107

Design Principles in BCS 108

Installing and Configuring BCS 108

Creating a New BCS List in SharePoint 2010 111

Try It 115


Hints 116

Step-by-Step 116

LESSON 12: DEVELOPING AND DEPLOYING EXCEL SERVICES

ANALYTICS APPLICATIONS 127

Developing an Excel Services Report 127

Data Sources 127

Creating a Data Source 128

Displaying Data 130

Table 130

PIvotTable 130

Graphically 131

Deploying and Managing Excel Services Reports 132

X

CONTENTS

Deployment Options 132

Upload 132

From Excel 132

Try It 133


Hints 133

Step-by-Step 134

LESSON 13: DEVELOPING AND DEPLOYING POWERPIVOT ANALYTICS

APPLICATIONS 139

Choosing the Right Tool for the Job 139

Developing a PowerPivot Report 140

Introduction to Data Analysis Expressions (DAX) 143

Creating and Deploying Reports to a PowerPivot Gallery 145

Try It 148


Hints 148

Step-by-Step 148

LESSON 14: DEVELOPING AND DEPLOYING VISIO SERVICES

ANALYTICS APPLICATIONS 153

Creating a Diagram with Data Connectivity 153

Developing an Interactive Visio Diagram for SharePoint 156

Deploying a Visio Diagram 157

Try It 159


Hints 159

Step-by-Step 159

WS^^S9W^WW^^^3s^^ff^^f^^^S'W^^^W^^S^^^Ms^^W^^^^^^^^^S!^W^^^^^^^^1^^

LESSON 15: IMPLEMENTING DATA REFRESH IN EXCEL SERVICES

AND POWERPIVOT 167

Implementing an Excel Services Data Refresh 168

Scheduling a PowerPivot Data Refresh 170

Monitoring Data Refresh Failures 172

Try It 173


Hints 174

Step-by-Step 174

xxi

CONTENTS

LESSON 16: DEVELOPING AND DEPLOYING PERFORMANCEPOINT

ANALYTIC REPORTS 177

Types of Reports 177

Analytic Charts 177

Analytic Grid 177

Decomposition Tree 178

Show Details 178

Excel Services 179

KPI Details 180

ProClarity Analytics Server Page 180

Reporting Services 180

Strategy Map 180

Web Page 180

Creating Your First Report 180

Extending the Report 183

Try It 186


Hints 187

Step-by-Step 187

LESSON 17: DEVELOPING AND DEPLOYING PERFORMANCEPOINT

SCORECARDS 189

Terminology 189

Creating KPIs 190

Filtering KPIs 192

Using Different Sources for Scorecards 193

Creating and Formatting a Scorecard 194

Try It 197


Hints 199

Step-by-Step 199

LESSON 18: CREATING AND DEPLOYING PERFORMANCEPOINTDASHBOARDS 205

Dashboards vs. Web Part Pages 205

Building a PerformancePoint Dashboard 205

Adding Interactivity to Your Dashboard 209

Try It 213

CONTENTS


Hints 214

Step-by-Step 214

LESSON 19: DEVELOPING AND DEPLOYING PERFORMANCEPOINTAND SHAREPOINT FILTERS 223

PerformancePoint Filters vs. SharePoint Filters 223

Common Filters 224

Time Intelligence Filters 225

Member Selection Filter 228

Named Set Filter 230

Custom MDX Filter 230

SQL Server Analysis Services Filter 232

Try It 234


Hints 235

Step-by-Step 235

LESSON 20: STRATEGY MAPPING WITH VISIO AND

PERFORMANCEPOINT 241

Why Do We Map Strategy? 241

Creating a Strategy Map 242

Deploying and Testing a Strategy Map 244

Try It 245


Hints 245

Step-by-Step 245

LESSON 21: DEVELOPING AND DEPLOYING REPORTING SERVICES

REPORTS TO SHAREPOINT 251

Creating a Report Using BIDS 251

Configuring BIDS for SharePoint Deployment 256

Deploying a Report from BIDS to SharePoint 257

Try It 258


Hints 258

Step-by-Step 258

xxill

LESSON 22: THEMING AND PERSONALIZING YOUR BUSINESS

INTELLIGENCE SITE 265

Themes in SharePoint: An Introduction 265

Using PowerPoint to Create SharePoint Themes 265

Navigating a SharePoint Site 270

Try It 274


Hints 274

Step-by-Step 274

LESSON 23: USING SHAREPOINT DESIGNER TO CUSTOMIZE

MASTER PAGES 279

Introduction to SharePoint Designer 279

Master Page Concepts 281

Master Pages in SharePoint 282

CSS in Master Pages 291

Try It 293


Hints 294

Step-by-Step 294

LESSON 24: CONTROLLING YOUR REPORTING WITH VERSIONING,AUDITING, AND CONTENT EXPIRATION 299

SharePoint Governance as Applied to Business Intelligence 299

Reporting Lifecycle for Self-Service Bl Environment 300

Using Analytics and Content Expiration 301

Try It 304


Hints 304

Step-by-Step 305

LESSON 25: MANAGING REPORT APPROVAL WITH SHAREPOINTWORKFLOW 309

Introduction to SharePoint Workflow 309

Building Simple Workflows for Report Approval 311

xxiv

CONTENTS

Using Visio to Build Workflows 313

Try It 315


Hints 315

Step-by-Step 315

LESSON 26: SETTING UP SHAREPOINT SEARCH TO CATALOG

ANALYTICS AND REPORTS 319

Why Do You Need Search? 319

SharePoint Search Options 320

SharePoint Foundation Search 320

Search Server 320

SharePoint Search 2010 320

Fast Search Server 2010 for SharePoint and FAST Search

Server 2010 for Internet Sites 321

SharePoint Foundation Search 321

Configuring Foundation Search in SharePoint 2010 322

Basic Search Administration 326

Security Trimming 326

Site Search Administration 326

Extending Your Search Configuration 327

What Do You Need from Search? 327

Try It 327


Hints 327

Step-by-Step 327

LESSON 27: MANAGING AND OPTIMIZING SHAREPOINT SQL SERVER

DATABASES 331

Overview of SharePoint 2010 Databases 331

Types of Content in the SharePoint 2010 Databases 332

Optimization Techniques for Each Content Type 334

Try It 335


Hints 335

Step-by-Step 336

XXV

LESSON 28: TUNING AND SCALING SHAREPOINT SERVICE

APPLICATIONS 337

Tuning and Scaling PerformancePoint 338

Tuning and Scaling Excel Services 339

Tuning and Scaling PowerPivot 339

Try It 340


Hints 341

Step-by-Step 341

LESSON 29: PLANNING YOUR SHAREPOINT BUSINESS

INTELLIGENCE PROJECT 347

Priority Drivers 347

Why Are You Doing This? 347

End Users Are Important 348

Getting Stakeholder Buy In 348

Where Is Your Data? 348

What Is Your Budget? 349

When Do You Need It Online? 350

Systems and People 350

Security 350

Requirements 351Stakeholders 3 51

Hosting and Infrastructure 352

Integrated Systems 352

Try It 353


Hints353

Step-by-Step 354

LESSON 30: PREPARING YOUR BUSINESS INTELLIGENCEIMPLEMENTATION 355

Infrastructure Concerns 355

Storage and SQL Concerns 360

Licensing Concerns 361End-User Technology 361

CONTENTS

Try It 363


Hints 363

Step-by-Step 364

LESSON 31: CREATING YOUR SHAREPOINT PROJECT

CHECKLIST AND KICKOFF PLAN 365

Round Up the Troops 365

Plan the Schedule 366

Checklist Creation 101 367

Putting Things in Motion 367

Try It 368


Hints 369

Step-by-Step 369

APPENDIX: WHAT'S ON THE DVD? 371

System Requirements 371

Using the DVD 372

What's on the DVD 372

Troubleshooting 373

Customer Care 373

INDEX 375

xxvii

SharePoint 2010 Business Intelligence : 24-hour trainer · SharePoint®2010BusinessIntelligence...

Documents

Transcript of SharePoint 2010 Business Intelligence : 24-hour trainer · SharePoint®2010BusinessIntelligence...