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Microsoft SharePoint 2010 Business Intelligence Unleashed [Pehme köide]

  • Formaat: Paperback / softback, 352 pages, kõrgus x laius x paksus: 231x176x18 mm, kaal: 540 g
  • Ilmumisaeg: 12-May-2011
  • Kirjastus: Sams Publishing
  • ISBN-10: 0672335514
  • ISBN-13: 9780672335518
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  • Formaat: Paperback / softback, 352 pages, kõrgus x laius x paksus: 231x176x18 mm, kaal: 540 g
  • Ilmumisaeg: 12-May-2011
  • Kirjastus: Sams Publishing
  • ISBN-10: 0672335514
  • ISBN-13: 9780672335518
Teised raamatud teemal:
SharePoint 2010 is todays 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 2010s 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.

 

Youll 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 youve learned, youll walk step-by-step through constructing and integrating two end-to-end BI solutions. Finally, in a comprehensive troubleshooting section, the authors present todays most common SharePoint BI issues, identify proven solutions, and teach effective problem-solving techniques.

 





Get started fast, by using the Business Intelligence Centers 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

 
Introduction 1(1)
How This Book Is Organized 2(1)
What This Book Does Not Cover 2(1)
Expanding Your Knowledge 3(4)
Part I Getting Started
1 Introduction to the Business Intelligence Center in SharePoint 2010
7(10)
Planning for Your Business Intelligence Center
7(2)
Server Prerequisites and Licensing Considerations
7(1)
Choosing BI Tools
8(1)
Creating and Configuring Your Business Intelligence Center
9(6)
Creating a New Site Collection Using the Business Intelligence Center Site Collection Template
9(1)
Reviewing the Business Intelligence Center
9(3)
Reviewing Features Enabled for BI
12(1)
Creating a New Subsite Using the Business Intelligence Center Site Template
13(2)
Summary
15(1)
Best Practices
15(2)
2 Configuring and Using Excel Services in SharePoint 2010
17(20)
Configuring Excel Services
17(11)
Global Settings
18(4)
Trusted File Locations
22(3)
Trusted Data Providers
25(1)
Trusted Data Connection Libraries
26(1)
User-Defined Functions
27(1)
Using Excel Services
28(5)
Creating a Library for Excel Workbooks
28(1)
Adding Excel Workbooks to the Library
29(2)
Accessing Excel Workbooks from the Library
31(1)
Using the Excel Web Access Web Part
31(2)
Summary
33(1)
Best Practices
33(4)
Part II Reporting Services
3 Reporting Services Setup and Configuration
37(10)
Installing Reporting Services
38(1)
Installing the Reporting Services Add-In for SharePoint
39(1)
Configuring the Reporting Services Add-In for SharePoint Integration
40(2)
Adding Content Types to a Document Library
42(3)
Summary
45(1)
Best Practices
45(2)
4 Report Management
47(24)
Deploying Reports
48(5)
Upload Report to Document Library
48(1)
Deploy Report from BIDS
49(2)
Save from Report Builder
51(2)
Built-In SharePoint Functions
53(2)
Shared Schedules
55(3)
Processing Options
58(2)
Data Sources
60(2)
Shared Datasets
62(2)
Parameters
64(1)
Subscriptions
65(4)
Summary
69(1)
Best Practices
69(2)
5 Using the Report Viewer Web Parts
71(18)
Configuring the SharePoint Integrated Mode Web Part
71(4)
SharePoint Integrated Mode Web Part Properties
75(2)
SharePoint Integrated Mode Web Part Connections
77(4)
Configuring the Native Mode Web Parts
81(4)
Summary
85(1)
Best Practices
86(3)
Part III PerformancePoint Services
6 PerformancePoint Services Configuuation
89(10)
Adding PerformancePoint Services
89(1)
Setting up the Secure Store Service
90(1)
Applying PerformancePoint Service Application Settings
91(2)
Enabling Non-Business Intelligence Center Sites with PerformancePoint Services
93(3)
Setting Trusted Data Source Locations and Trusted Content Locations
96(2)
Summary
98(1)
Best Practices
98(1)
7 PerformancePoint Services Development
99(42)
Using Dashboard Designer
99(3)
Creating Data Connections
102(7)
Analysis Services Data Connection
102(2)
Excel Services Data Connection
104(3)
SharePoint List Data Connection
107(1)
SQL Server Table Data Connection
108(1)
Building Key Performance Indicators
109(4)
Blank KPI
110(2)
Objective
112(1)
Developing Scorecards
113(4)
Creating Reports
117(9)
Analytic Chart
118(1)
Analytic Grid
119(2)
Strategy Map
121(1)
KPI Details
122(1)
Reporting Services
123(1)
Excel Services
124(1)
ProClarity Analytics Server Page
125(1)
Web Page
126(1)
Filtering Data
126(4)
Custom Table
127(1)
MDX Query
127(1)
Member Selection
128(1)
Named Set
128(1)
Time Intelligence
129(1)
Time Intelligence Connection
129(1)
Constructing Dashboards
130(4)
Connecting Filters to Dashboard Content Objects
131(2)
Linking KPI Details Report to a Scorecard
133(1)
Creating Multiple Pages in a Dashboard
134(3)
Deploying the Dashboard to SharePoint
135(2)
User Interaction with the Decomposition Tree
137(2)
Summary
139(1)
Best Practices
139(2)
8 PerformancePoint Services Security
141(10)
Data Source Delegation
141(3)
PerformancePoint Services and SharePoint Permissions
144(3)
Summary
147(1)
Best Practices
147(4)
Part IV PowerPivot
9 PowerPivot for Excel
151(16)
Overview of PowerPivot
151(1)
Installing PowerPivot
152(1)
Using PowerPivot
153(1)
Getting the Data
154(4)
Importing from a Database
154(3)
Importing from a Flat File
157(1)
Preparing the Data
158(4)
Creating Relationships Between the Tables
159(1)
Adding Calculated Fields
160(1)
Hiding Unwanted Fields
161(1)
Presenting the Data
162(3)
Summary
165(1)
Best Practices
165(2)
10 PowerPivot for SharePoint
167(20)
Overview of PowerPivot for SharePoint
167(1)
Installing PowerPivot for SharePoint
168(1)
Hardware and Software Requirements
168(8)
New Single-Server Install
169(2)
Multiserver Farm Install
171(5)
Using PowerPivot for SharePoint
176(6)
PowerPivot Gallery
176(3)
Data Refresh and Snapshots
179(1)
Publishing Workbooks
180(1)
Controlling Data Exposure and Spreadmarts
181(1)
Monitoring PowerPivot
182(2)
Enabling Usage and Health Data Collection
182(1)
Using the PowerPivot Management Dashboard
183(1)
Summary
184(1)
Best Practices
184(3)
Part V Visio Services
11 Configuring Visio Graphics Service
187(10)
Adding the Visio Graphics Service
187(2)
Configuring Visio Graphics Service Global Settings
189(4)
Configuring a Visio Graphics Service Global Settings Parameters by Using Windows PowerShell
190(1)
Visio Graphics Service Trusted Data Providers
191(2)
Visio Process Repository Site Template
193(2)
Summary
195(1)
Best Practices
195(2)
12 Visio Graphics Service Development
197(26)
Prerequisites
197(1)
Developing a Data-Driven Visio Web Drawing
198(14)
Publish a Drawing to a SharePoint 2010 Document Library
212(1)
Browsing a Visio Web Drawing Online
213(1)
Refreshing Data in a Visio Web Drawing
214(1)
Embedding a Drawing into a SharePoint Page Using the Visio Web Access Web Part
214(4)
Interaction with Other SharePoint 2010 Applications
218(2)
Custom Data Providers
220(1)
Summary
221(1)
Best Practices
221(2)
13 Visio Graphics Service Security
223(12)
Internal Data Sources
223(1)
External Data Sources
224(1)
Adding a New Trusted Data Provider
224(2)
Data Source Delegation
226(3)
Publishing an ODC File to SharePoint 2010 with Secure Store Service Security Model
229(2)
Summary
231(1)
Best Practices
231(4)
Part VI End-to-End Solutions
14 Building a Management Dashboard Solution
235(36)
Preparing the Management Console
235(4)
Creating the Site Collection and Sites
235(2)
Customizing the Navigation
237(2)
Configuring Reporting Services
239(1)
Configuring PerformancePoint Services
239(1)
Deployed Solution
239(1)
Creating a Reporting Services Report with Report Builder 3.0
240(10)
Create a Data Source
241(1)
Create a Dataset
242(3)
Create a Report
245(5)
Creating PerformancePoint Content
250(13)
Creating the Analysis Services Data Connection
251(1)
Creating the Scorecard and KPIs
252(7)
Creating Reports
259(3)
Creating the Filter
262(1)
Building and Deploying the PerformancePoint Dashboard
263(3)
Interacting with the BI Dashboard
266(3)
Summary
269(1)
Best Practices
269(2)
15 Integrating Visio and Excel Services
271(10)
Deployed Solution
271(1)
Creating a Visio Web Drawing with Microsoft Visio 2010 Premium Edition
272(5)
Summary
277(1)
Best Practices
277(4)
Part VII Troubleshooting
16 Reporting Services Issues
281(6)
How Do I Create a Shared Dataset in Report Builder?
281(1)
Report Builder Getting Started Dialog Not Displayed
282(1)
Enable Report Builder to Create or Edit Reports
283(1)
Is the Reporting Services Add-In Installed?
284(1)
How Do I Activate the Report Server Integration Feature?
285(1)
How Do I Create Report Artifacts in a SharePoint Library?
285(1)
Checking Report Project Settings
286(1)
Summary
286(1)
Best Practices
286(1)
17 PerformancePoint Services Issues
287(10)
PerformancePoint Services Is Not Configured Correctly
287(2)
Dashboard Connection Formula
289(3)
Creating PerformancePoint Content Items in a Nontrusted Location
292(1)
Insufficient Security for Dashboard Deployment
293(1)
Cube Action Not Available on a PerformancePoint Services Report
294(1)
Summary
295(1)
Best Practices
296(1)
18 PowerPivot Issues
297(8)
Troubleshooting PowerPivot for Excel
297(3)
Enabling Tracing from PowerPivot for Excel
298(1)
Disable Tracing from PowerPivot for Excel
299(1)
Analyze Traces from PowerPivot for Excel
300(1)
Troubleshooting PowerPivot for SharePoint
300(1)
Common Issues
301(2)
Installing PowerPivot
302(1)
Using PowerPivot
302(1)
Summary
303(2)
19 Visio Services Issues
305(8)
Visio Graphics Service Data Refresh Failed (Event ID 8037, 8038, 8062, 8063)
305(1)
Visio Configuration Database Not Found (Event ID 8040)
306(1)
Visio Graphics Service Untrusted Data Provider Request (Event ID 8041)
307(1)
Visio Graphics Service Failed to Generate Diagram (Event ID 8060, 8042, 8043)
307(1)
Visio Proxy Initialization Failed (Event ID 8044)
307(1)
Visio Application Proxy Has Invalid Endpoint (Event ID 8049)
308(2)
Visio Graphics Service Data Provider Not Found (Event ID 8050)
310(1)
Visio Graphics Service File Loading Error (Event ID 8051, 8061)
310(1)
Summary
311(1)
Best Practices
311(2)
Index 313
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 RDAs Collaboration/Search Practice Group.

 

He has authored and co-authored several books related to the subject of SharePoint Server 2010. Steves 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.