Microsoft SharePoint 2010 Business Intelligence Unleashed: (Unleashed)

SharePoint 2010 is today’s leading presentation and deployment system for Business Intelligence (BI) solutions based on Microsoft technologies. This book brings together all the information you need to successfully implement and use SharePoint 2010’s powerful BI capabilities. It reflects the unsurpassed real-world experience of five expert consultants at RDA, a Microsoft Gold Partner specializing in delivering advanced BI solutions with SharePoint.   You’ll first learn how to prepare SharePoint 2010 for the deployment of BI solutions. Next, the authors walk through integrating, configuring, and using Reporting Services, PerformancePoint Services, PowerPivot, Visio Services, and other key related technologies.   Building on what you’ve learned, you’ll walk step-by-step through constructing and integrating two end-to-end BI solutions. Finally, in a comprehensive troubleshooting section, the authors present today’s most common SharePoint BI issues, identify proven solutions, and teach effective problem-solving techniques.   Get started fast, by using the Business Intelligence Center’s prebuilt site collection and template Build integrated, end-to-end SharePoint BI solutions Present business data to the enterprise through Excel Services Install, configure, and integrate Reporting Services and the Reporting Services Add-In for SharePoint Define document library content types and manage reports Use Report Viewer Web Parts to render reports on SharePoint web pages Build enterprise dashboards with PerformancePoint Services Secure dashboards via data source delegation, SharePoint permissions, and groups Analyze enormous datasets with PowerPivot for Excel and SharePoint Publish Visio 2010 data-driven web diagrams that integrate multiple data sources Utilize the fine-grained security available through Visio Graphics Service Troubleshoot problems with Reporting Services, PerformancePoint Services, PowerPivot, and Visio Services  

Table of Contents:
Introduction    1 How This Book Is Organized    2 What This Book Does Not Cover    2 Expanding Your Knowledge    3 Part I  Getting Started 1  Introduction to the Business Intelligence Center in SharePoint 2010    7 Planning for Your Business Intelligence Center    7 Server Prerequisites and Licensing Considerations    7 Choosing BI Tools    8 Creating and Configuring Your Business Intelligence Center    9 Creating a New Site Collection Using the Business Intelligence Center Site Collection Template    9 Reviewing the Business Intelligence Center    9 Reviewing Features Enabled for BI    12 Creating a New Subsite Using the Business Intelligence Center Site Template    13 Summary    15 Best Practices    15 2  Configuring and Using Excel Services in SharePoint 2010    17 Configuring Excel Services    17 Global Settings    18 Trusted File Locations    22 Trusted Data Providers    25 Trusted Data Connection Libraries    26 User-Defined Functions    27 Using Excel Services    28 Creating a Library for Excel Workbooks    28 Adding Excel Workbooks to the Library    29 Accessing Excel Workbooks from the Library    31 Using the Excel Web Access Web Part    31 Summary    33 Best Practices    33 Part II  Reporting Services 3  Reporting Services Setup and Configuration    37 Installing Reporting Services    38 Installing the Reporting Services Add-In for SharePoint    39 Configuring the Reporting Services Add-In for SharePoint Integration    40 Adding Content Types to a Document Library    42 Summary    45 Best Practices    45 4  Report Management    47 Deploying Reports    48 Upload Report to Document Library    48 Deploy Report from BIDS    49 Save from Report Builder    51 Built-In SharePoint Functions    53 Shared Schedules    55 Processing Options    58 Data Sources    60 Shared Datasets    62 Parameters    64 Subscriptions    65 Summary    69 Best Practices    69 5  Using the Report Viewer Web Parts    71 Configuring the SharePoint Integrated Mode Web Part    71 SharePoint Integrated Mode Web Part Properties    75 SharePoint Integrated Mode Web Part Connections    77 Configuring the Native Mode Web Parts    81 Summary    85 Best Practices    86 Part III  PerformancePoint Services 6  PerformancePoint Services Configuration    89 Adding PerformancePoint Services    89 Setting up the Secure Store Service    90 Applying PerformancePoint Service Application Settings    91 Enabling Non-Business Intelligence Center Sites with PerformancePoint Services    93 Setting Trusted Data Source Locations and Trusted Content Locations    96 Summary    98 Best Practices    98 7  PerformancePoint Services Development    99 Using Dashboard Designer    99 Creating Data Connections    102 Analysis Services Data Connection    102 Excel Services Data Connection    104 SharePoint List Data Connection    107 SQL Server Table Data Connection    108 Building Key Performance Indicators    109 Blank KPI    110 Objective    112 Developing Scorecards    113 Creating Reports    117 Analytic Chart    118 Analytic Grid    119 Strategy Map    121 KPI Details    122 Reporting Services    123 Excel Services    124 ProClarity Analytics Server Page    125 Web Page    126 Filtering Data    126 Custom Table    127 MDX Query    127 Member Selection    128 Named Set    128 Time Intelligence    129 Time Intelligence Connection    129 Constructing Dashboards    130 Connecting Filters to Dashboard Content Objects    131 Linking KPI Details Report to a Scorecard    133 Creating Multiple Pages in a Dashboard    134 Deploying the Dashboard to SharePoint    135 User Interaction with the Decomposition Tree    137 Summary    139 Best Practices    139 8  PerformancePoint Services Security    141 Data Source Delegation    141 PerformancePoint Services and SharePoint Permissions    144 Summary    147 Best Practices    147 Part IV  PowerPivot 9  PowerPivot for Excel    151 Overview of PowerPivot    151 Installing PowerPivot    152 Using PowerPivot    153 Getting the Data    154 Importing from a Database    154 Importing from a Flat File    157 Preparing the Data    158 Creating Relationships Between the Tables    159 Adding Calculated Fields    160 Hiding Unwanted Fields    161 Presenting the Data    162 Summary    165 Best Practices    165 10  PowerPivot for SharePoint    167 Overview of PowerPivot for SharePoint    167 Installing PowerPivot for SharePoint    168 Hardware and Software Requirements    168 New Single-Server Install    169 Multiserver Farm Install    171 Using PowerPivot for SharePoint    176 PowerPivot Gallery    176 Data Refresh and Snapshots    179 Publishing Workbooks    180 Controlling Data Exposure and Spreadmarts    181 Monitoring PowerPivot    182 Enabling Usage and Health Data Collection    182 Using the PowerPivot Management Dashboard    183 Summary    184 Best Practices    184 Part V  Visio Services 11  Configuring Visio Graphics Service    187 Adding the Visio Graphics Service    187 Configuring Visio Graphics Service Global Settings    189 Configuring a Visio Graphics Service Global Settings Parameters by Using Windows PowerShell    190 Visio Graphics Service Trusted Data Providers    191 Visio Process Repository Site Template    193 Summary    195 Best Practices    195 12  Visio Graphics Service Development    197 Prerequisites    197 Developing a Data-Driven Visio Web Drawing    198 Publish a Drawing to a SharePoint 2010 Document Library    212 Browsing a Visio Web Drawing Online    213 Refreshing Data in a Visio Web Drawing    214 Embedding a Drawing into a SharePoint Page Using the Visio Web Access Web Part    214 Interaction with Other SharePoint 2010 Applications    218 Custom Data Providers    220 Summary    221 Best Practices    221 13  Visio Graphics Service Security    223 Internal Data Sources    223 External Data Sources    224 Adding a New Trusted Data Provider    224 Data Source Delegation    226 Publishing an ODC File to SharePoint 2010 with Secure Store Service Security Model    229 Summary    231 Best Practices    231 Part VI  End-to-End Solutions 14  Building a Management Dashboard Solution    235 Preparing the Management Console    235 Creating the Site Collection and Sites    235 Customizing the Navigation    237 Configuring Reporting Services    239 Configuring PerformancePoint Services    239 Deployed Solution    239 Creating a Reporting Services Report with Report Builder 3.0    240 Create a Data Source    241 Create a Dataset    242 Create a Report    245 Creating PerformancePoint Content    250 Creating the Analysis Services Data Connection    251 Creating the Scorecard and KPIs    252 Creating Reports    259 Creating the Filter    262 Building and Deploying the PerformancePoint Dashboard    263 Interacting with the BI Dashboard    266 Summary    269 Best Practices    269 15  Integrating Visio and Excel Services    271 Deployed Solution    271 Creating a Visio Web Drawing with Microsoft Visio 2010 Premium Edition    272 Summary    277 Best Practices    277 Part VII  Troubleshooting 16  Reporting Services Issues    281 How Do I Create a Shared Dataset in Report Builder?    281 Report Builder Getting Started Dialog Not Displayed    282 Enable Report Builder to Create or Edit Reports    283 Is the Reporting Services Add-In Installed?    284 How Do I Activate the Report Server Integration Feature?    285 How Do I Create Report Artifacts in a SharePoint Library?    285 Checking Report Project Settings    286 Summary    286 Best Practices    286 17  PerformancePoint Services Issues    287 PerformancePoint Services Is Not Configured Correctly    287 Dashboard Connection Formula    289 Creating PerformancePoint Content Items in a Nontrusted Location    292 Insufficient Security for Dashboard Deployment    293 Cube Action Not Available on a PerformancePoint Services Report    294 Summary    295 Best Practices    296 18  PowerPivot Issues    297 Troubleshooting PowerPivot for Excel    297 Enabling Tracing from PowerPivot for Excel    298 Disable Tracing from PowerPivot for Excel    299 Analyze Traces from PowerPivot for Excel    300 Troubleshooting PowerPivot for SharePoint    300 Common Issues    301 Installing PowerPivot    302 Using PowerPivot    302 Summary    303 19  Visio Services Issues    305 Visio Graphics Service Data Refresh Failed (Event ID 8037, 8038, 8062, 8063)    305 Visio Configuration Database Not Found (Event ID 8040)    306 Visio Graphics Service Untrusted Data Provider Request (Event ID 8041)    307 Visio Graphics Service Failed to Generate Diagram (Event ID 8060, 8042, 8043)    307 Visio Proxy Initialization Failed (Event ID 8044)    307 Visio Application Proxy Has Invalid Endpoint (Event ID 8049)    308 Visio Graphics Service Data Provider Not Found (Event ID 8050)    310 Visio Graphics Service File Loading Error (Event ID 8051, 8061)    310 Summary    311 Best Practices    311 Index    313  

About the Author :
Steve Mann was born and raised in Philadelphia, Pennsylvania, where he still resides today. He is an Enterprise Applications Engineer for Morgan Lewis and has more than 17 years of professional experience. Steve was previously a Principal Architect for RDA Corporation where he worked for over 13 years.   For the past 8 years, he has primarily focused on collaboration and business intelligence solutions using Microsoft technologies. Steve managed the internal BI Practice Group at RDA for several years. He was also heavily involved within RDA’s Collaboration/Search Practice Group.   He has authored and co-authored several books related to the subject of SharePoint Server 2010. Steve’s blog site can be found at www.SteveTheManMann.com.   Chuck Rivel is currently employed at RDA as a Principal Architect which involves scoping, designing, developing and delivering custom data warehouse projects for many different industries. He has over 14 years’ experience working with MS technologies and the last 8 years have been focused on DW\BI development. Currently, he is the BI Technical Lead for RDA, which is responsible for the technical direction of the BI team within RDA and for creating training programs for existing RDA employees to learn the BI toolset.   Ray Barley is a Principal Architect at RDA Corporation and has worked as a developer, analyst, project manager, architect, trainer and independent consultant. He has been focused on architecting and delivering Business Intelligence solutions since 2005. Ray helps to run the Baltimore SQL Server User group, is a frequent speaker at local user group meetings, and a frequent contributor to MSSQLTips.com.   Jim Pletscher is a Senior BI Consultant with RDA and has worked in the IT field for more than 15 years. Jim first began exploring OLAP technologies with SQL Server 2000, and has worked extensively with SQL Server 2005 and 2008, developing Reporting and Analysis solutions for numerous clients in a variety of industries over the past 8+ years. He is originally from Pennsylvania, and lives there now, but has also lived in Northern California as well.   Aneel Ismaily was born and raised in Karachi, Pakistan and then moved to the United States at the age of 18. Since then he has lived in Atlanta, GA. Aneel joined Georgia State University in 2001 and finished his BS degree from there in Computer Science. He is currently enrolled in a professional MBA program at Georgia State University and expecting to graduate in Dec, 2012. Aneel brings over eight years of experience to RDA in designing, developing, deploying, and supporting Business Intelligence Solutions. He currently holds Sr. Software Engineer Position with RDA. Prior to RDA, Aneel was employed at BCD Travel as a BI Solution Developer and previously as a Database Administrator. You can learn more about Aneel at http://www.linkedin.com/in/aismaily.