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OverviewFull Product DetailsAuthor: Steven Mann , Chuck Rivel , Ray Barley , Jim PletscherPublisher: Pearson Education (US) Imprint: Sams Publishing Dimensions: Width: 17.60cm , Height: 1.80cm , Length: 23.10cm Weight: 0.540kg ISBN: 9780672335518ISBN 10: 0672335514 Pages: 352 Publication Date: 12 May 2011 Audience: Professional and scholarly , Professional & Vocational Format: Paperback Publisher's Status: Out of Print Availability: Awaiting stock ![]() Table of ContentsIntroduction 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 313ReviewsAuthor InformationSteve 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. Tab Content 6Author Website:Countries AvailableAll regions |