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Full Description
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
Contents
Introduction 1How This Book Is Organized 2What This Book Does Not Cover 2Expanding Your Knowledge 3Part I Getting Started1 Introduction to the Business Intelligence Center in SharePoint 2010 7Planning for Your Business Intelligence Center 7Server Prerequisites and Licensing Considerations 7Choosing BI Tools 8Creating and Configuring Your Business Intelligence Center 9Creating a New Site Collection Using the BusinessIntelligence Center Site Collection Template 9Reviewing the Business Intelligence Center 9Reviewing Features Enabled for BI 12Creating a New Subsite Using the Business Intelligence CenterSite Template 13Summary 15Best Practices 152 Configuring and Using Excel Services in SharePoint 2010 17Configuring Excel Services 17Global Settings 18Trusted File Locations 22Trusted Data Providers 25Trusted Data Connection Libraries 26User-Defined Functions 27Using Excel Services 28Creating a Library for Excel Workbooks 28Adding Excel Workbooks to the Library 29Accessing Excel Workbooks from the Library 31Using the Excel Web Access Web Part 31Summary 33Best Practices 33Part II Reporting Services3 Reporting Services Setup and Configuration 37Installing Reporting Services 38Installing the Reporting Services Add-In for SharePoint 39Configuring the Reporting Services Add-In for SharePoint Integration 40Adding Content Types to a Document Library 42Summary 45Best Practices 454 Report Management 47Deploying Reports 48Upload Report to Document Library 48Deploy Report from BIDS 49Save from Report Builder 51Built-In SharePoint Functions 53Shared Schedules 55Processing Options 58Data Sources 60Shared Datasets 62Parameters 64Subscriptions 65Summary 69Best Practices 695 Using the Report Viewer Web Parts 71Configuring the SharePoint Integrated Mode Web Part 71SharePoint Integrated Mode Web Part Properties 75SharePoint Integrated Mode Web Part Connections 77Configuring the Native Mode Web Parts 81Summary 85Best Practices 86Part III PerformancePoint Services6 PerformancePoint Services Configuration 89Adding PerformancePoint Services 89Setting up the Secure Store Service 90Applying PerformancePoint Service Application Settings 91Enabling Non-Business Intelligence Center Sites withPerformancePoint Services 93Setting Trusted Data Source Locations and Trusted Content Locations 96Summary 98Best Practices 987 PerformancePoint Services Development 99Using Dashboard Designer 99Creating Data Connections 102Analysis Services Data Connection 102Excel Services Data Connection 104SharePoint List Data Connection 107SQL Server Table Data Connection 108Building Key Performance Indicators 109Blank KPI 110Objective 112Developing Scorecards 113Creating Reports 117Analytic Chart 118Analytic Grid 119Strategy Map 121KPI Details 122Reporting Services 123Excel Services 124ProClarity Analytics Server Page 125Web Page 126Filtering Data 126Custom Table 127MDX Query 127Member Selection 128Named Set 128Time Intelligence 129Time Intelligence Connection 129Constructing Dashboards 130Connecting Filters to Dashboard Content Objects 131Linking KPI Details Report to a Scorecard 133Creating Multiple Pages in a Dashboard 134Deploying the Dashboard to SharePoint 135User Interaction with the Decomposition Tree 137Summary 139Best Practices 1398 PerformancePoint Services Security 141Data Source Delegation 141PerformancePoint Services and SharePoint Permissions 144Summary 147Best Practices 147Part IV PowerPivot9 PowerPivot for Excel 151Overview of PowerPivot 151Installing PowerPivot 152Using PowerPivot 153Getting the Data 154Importing from a Database 154Importing from a Flat File 157Preparing the Data 158Creating Relationships Between the Tables 159Adding Calculated Fields 160Hiding Unwanted Fields 161Presenting the Data 162Summary 165Best Practices 16510 PowerPivot for SharePoint 167Overview of PowerPivot for SharePoint 167Installing PowerPivot for SharePoint 168Hardware and Software Requirements 168New Single-Server Install 169Multiserver Farm Install 171Using PowerPivot for SharePoint 176PowerPivot Gallery 176Data Refresh and Snapshots 179Publishing Workbooks 180Controlling Data Exposure and Spreadmarts 181Monitoring PowerPivot 182Enabling Usage and Health Data Collection 182Using the PowerPivot Management Dashboard 183Summary 184Best Practices 184Part V Visio Services11 Configuring Visio Graphics Service 187Adding the Visio Graphics Service 187Configuring Visio Graphics Service Global Settings 189Configuring a Visio Graphics Service Global SettingsParameters by Using Windows PowerShell 190Visio Graphics Service Trusted Data Providers 191Visio Process Repository Site Template 193Summary 195Best Practices 19512 Visio Graphics Service Development 197Prerequisites 197Developing a Data-Driven Visio Web Drawing 198Publish a Drawing to a SharePoint 2010 Document Library 212Browsing a Visio Web Drawing Online 213Refreshing Data in a Visio Web Drawing 214Embedding a Drawing into a SharePoint Page Using theVisio Web Access Web Part 214Interaction with Other SharePoint 2010 Applications 218Custom Data Providers 220Summary 221Best Practices 22113 Visio Graphics Service Security 223Internal Data Sources 223External Data Sources 224Adding a New Trusted Data Provider 224Data Source Delegation 226Publishing an ODC File to SharePoint 2010 with Secure StoreService Security Model 229Summary 231Best Practices 231Part VI End-to-End Solutions14 Building a Management Dashboard Solution 235Preparing the Management Console 235Creating the Site Collection and Sites 235Customizing the Navigation 237Configuring Reporting Services 239Configuring PerformancePoint Services 239Deployed Solution 239Creating a Reporting Services Report with Report Builder 3.0 240Create a Data Source 241Create a Dataset 242Create a Report 245Creating PerformancePoint Content 250Creating the Analysis Services Data Connection 251Creating the Scorecard and KPIs 252Creating Reports 259Creating the Filter 262Building and Deploying the PerformancePoint Dashboard 263Interacting with the BI Dashboard 266Summary 269Best Practices 26915 Integrating Visio and Excel Services 271Deployed Solution 271Creating a Visio Web Drawing with Microsoft Visio 2010Premium Edition 272Summary 277Best Practices 277Part VII Troubleshooting16 Reporting Services Issues 281How Do I Create a Shared Dataset in Report Builder? 281Report Builder Getting Started Dialog Not Displayed 282Enable Report Builder to Create or Edit Reports 283Is the Reporting Services Add-In Installed? 284How Do I Activate the Report Server Integration Feature? 285How Do I Create Report Artifacts in a SharePoint Library? 285Checking Report Project Settings 286Summary 286Best Practices 28617 PerformancePoint Services Issues 287PerformancePoint Services Is Not Configured Correctly 287Dashboard Connection Formula 289Creating PerformancePoint Content Items in a Nontrusted Location 292Insufficient Security for Dashboard Deployment 293Cube Action Not Available on a PerformancePoint Services Report 294Summary 295Best Practices 29618 PowerPivot Issues 297Troubleshooting PowerPivot for Excel 297Enabling Tracing from PowerPivot for Excel 298Disable Tracing from PowerPivot for Excel 299Analyze Traces from PowerPivot for Excel 300Troubleshooting PowerPivot for SharePoint 300Common Issues 301Installing PowerPivot 302Using PowerPivot 302Summary 30319 Visio Services Issues 305Visio Graphics Service Data Refresh Failed (Event ID 8037, 8038, 8062, 8063) 305Visio Configuration Database Not Found (Event ID 8040) 306Visio Graphics Service Untrusted Data Provider Request (Event ID 8041) 307Visio Graphics Service Failed to Generate Diagram (Event ID 8060, 8042, 8043) 307Visio Proxy Initialization Failed (Event ID 8044) 307Visio Application Proxy Has Invalid Endpoint (Event ID 8049) 308Visio Graphics Service Data Provider Not Found (Event ID 8050) 310Visio Graphics Service File Loading Error (Event ID 8051, 8061) 310Summary 311Best Practices 311Index 313
