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SECTION VII: Implementing SharePoint Business Intelligence in Your Organization
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SECTION VII: Implementing SharePoint Business Intelligence in Your Organization
by Brad Schacht, Patrick LeBlanc, Devin Knight, Mark Stacey, Adam Jorgensen
SharePoint® 2010 Business Intelligence 24-Hour Trainer
Cover Page
Title Page
Copyright
Dedication
ABOUT THE AUTHORS
ABOUT THE TECHNICAL EDITOR
CREDITS
ACKNOWLEDGMENTS
SHAREPOINT® 2010 BUSINESS INTELLIGENCE 24-HOUR TRAINER
CONTENTS
INTRODUCTION
WHO THIS BOOK IS FOR
HOW THIS BOOK IS STRUCTURED
WHAT THIS BOOK COVERS
INSTRUCTIONAL VIDEOS ON DVD
CONVENTIONS
SUPPORTING EXAMPLES AND CODE
ERRATA
P2P.WROX.COM
SECTION I: Getting Started with SharePoint 2010
1: Why SharePoint for Business Intelligence?
KICK START YOUR BUSINESS INTELLIGENCE
SHAREPOINT FEATURES THAT ENHANCE YOUR BUSINESS
EXTENDING OFFICE INTO SHAREPOINT
CUSTOMIZING SHAREPOINT 2010 TO MATCH YOUR COMPANY
TRY IT
2: SharePoint 2010 Technical Overview
A NEW SHAREPOINT EXPERIENCE
SAY GOODBYE TO SHARED SERVICE PROVIDERS
IMPROVED AUTHENTICATION CONTROL
ADDITIONAL SHAREPOINT FEATURES
TRY IT
3: SharePoint Central Administration Overview
WHAT IS CENTRAL ADMINISTRATION?
BI SERVICE APPLICATIONS
BASICS OF SITE MANAGEMENT
TRY IT
4: Data Security Overview in SharePoint 2010
MANAGED ACCOUNTS
UNATTENDED SERVICE ACCOUNT
OFFICE AUTHENTICATION OPTIONS
BEST PRACTICES
TRY IT
SECTION II: Configuring SharePoint for Business Intelligence
5: Creating and Configuring Excel Services Applications
CREATING AN EXCEL SERVICES APPLICATION
ENABLING EXCEL SERVICES
CONFIGURING EXCEL SERVICES SECURITY AND AUTHENTICATION
REPORTING AND CACHING OPTIONS
TRY IT
6: Creating and Configuring PerformancePoint Services Applications
ENABLING PERFORMANCEPOINT SERVICES
CONFIGURING PERFORMANCEPOINT SERVICES SECURITY AND AUTHENTICATION
REPORTING AND CACHING OPTIONS
TRY IT
7: Creating and Configuring Visio Services Applications
CREATING A VISIO SERVICES APPLICATION
ENABLING VISIO SERVICES
CONFIGURING VISIO SERVICES SECURITY AND AUTHENTICATION
REPORTING AND CACHING OPTIONS
OTHER CONSIDERATIONS
TRY IT
8: Creating and Configuring PowerPivot for SharePoint Services Applications
SQL SERVER AND SHAREPOINT INSTALLATIONS
POWERPIVOT AUTHENTICATION
TESTING YOUR CONFIGURATION
TRY IT
9: Creating Your First SharePoint Site for Business Intelligence
UNDERSTANDING WEB APPLICATIONS, SITE COLLECTIONS, AND SITES
CREATING A SITE IN SHAREPOINT 2010
SITE OPTIONS AND TEMPLATES
BUSINESS INTELLIGENCE SITES
TRY IT
10: Configuring Reporting Services for SharePoint Integration
CONFIGURING REPORTING SERVICES FOR SHAREPOINT INTEGRATED MODE
CONFIGURING THE SHAREPOINT 2010 REPORTING SERVICES ADD-IN
TESTING THE REPORTING SERVICES CONFIGURATION
TRY IT
11: Implementing Business Connectivity Services in SharePoint
WHAT IS BCS?
BUSINESS CONNECTIVITY SERVICES VS. BDC
DESIGN PRINCIPLES IN BCS
INSTALLING AND CONFIGURING BCS
CREATING A NEW BCS LIST IN SHAREPOINT 2010
TRY IT
SECTION III: Applying SharePoint 2010 Business Intelligence in Office
12: Developing and Deploying Excel Services Analytics Applications
DEVELOPING AN EXCEL SERVICES REPORT
DEPLOYING AND MANAGING EXCEL SERVICES REPORTS
TRY IT
13: Developing and Deploying PowerPivot Analytics Applications
CHOOSING THE RIGHT TOOL FOR THE JOB
DEVELOPING A POWERPIVOT REPORT
INTRODUCTION TO DATA ANALYSIS EXPRESSIONS (DAX)
CREATING AND DEPLOYING REPORTS TO A POWERPIVOT GALLERY
TRY IT
14: Developing and Deploying Visio Services Analytics Applications
CREATING A DIAGRAM WITH DATA CONNECTIVITY
DEVELOPING AN INTERACTIVE VISIO DIAGRAM FOR SHAREPOINT
DEPLOYING A VISIO DIAGRAM
TRY IT
SECTION IV: Creating Advanced Analytics in SharePoint
15: Implementing Data Refresh in Excel Services and PowerPivot
IMPLEMENTING AN EXCEL SERVICES DATA REFRESH
SCHEDULING A POWERPIVOT DATA REFRESH
MONITORING DATA REFRESH FAILURES
TRY IT
16: Developing and Deploying PerformancePoint Analytic Reports
TYPES OF REPORTS
CREATING YOUR FIRST REPORT
EXTENDING THE REPORT
TRY IT
17: Developing and Deploying PerformancePoint Scorecards
TERMINOLOGY
CREATING KPIS
USING DIFFERENT SOURCES FOR SCORECARDS
CREATING AND FORMATTING A SCORECARD
TRY IT
18: Creating and Deploying PerformancePoint Dashboards
DASHBOARDS VS. WEB PART PAGES
BUILDING A PERFORMANCEPOINT DASHBOARD
ADDING INTERACTIVITY TO YOUR DASHBOARD
TRY IT
19: Developing and Deploying PerformancePoint and SharePoint Filters
PERFORMANCEPOINT FILTERS VS. SHAREPOINT FILTERS
COMMON FILTERS
TRY IT
20: Strategy Mapping with Visio and PerformancePoint
WHY DO WE MAP STRATEGY?
CREATING A STRATEGY MAP
DEPLOYING AND TESTING A STRATEGY MAP
TRY IT
21: Developing and Deploying Reporting Services Reports to SharePoint
CREATING A REPORT USING BIDS
CONFIGURING BIDS FOR SHAREPOINT DEPLOYMENT
DEPLOYING A REPORT FROM BIDS TO SHAREPOINT
TRY IT
SECTION V: Branding and Managing Organizational Business Intelligence
22: Theming and Personalizing Your Business Intelligence Site
THEMES IN SHAREPOINT: AN INTRODUCTION
USING POWERPOINT TO CREATE SHAREPOINT THEMES
NAVIGATING A SHAREPOINT SITE
TRY IT
23: Using SharePoint Designer to Customize Master Pages
INTRODUCTION TO SHAREPOINT DESIGNER
MASTER PAGE CONCEPTS
MASTER PAGES IN SHAREPOINT
CSS IN MASTER PAGES
TRY IT
24: Controlling Your Reporting with Versioning, Auditing, and Content Expiration
SHAREPOINT GOVERNANCE AS APPLIED TO BUSINESS INTELLIGENCE
REPORTING LIFECYCLE FOR SELF-SERVICE BI ENVIRONMENT
USING ANALYTICS AND CONTENT EXPIRATION
TRY IT
25: Managing Report Approval with SharePoint Workflow
INTRODUCTION TO SHAREPOINT WORKFLOW
BUILDING SIMPLE WORKFLOWS FOR REPORT APPROVAL
USING VISIO TO BUILD WORKFLOWS
TRY IT
26: Setting Up SharePoint Search to Catalog Analytics and Reports
WHY DO YOU NEED SEARCH?
TRY IT
SECTION VI: Scaling SharePoint 2010 Business Intelligence
27: Managing and Optimizing SharePoint SQL Server Databases
OVERVIEW OF SHAREPOINT 2010 DATABASES
TYPES OF CONTENT IN THE SHAREPOINT 2010 DATABASES
OPTIMIZATION TECHNIQUES FOR EACH CONTENT TYPE
TRY IT
28: Tuning and Scaling SharePoint Service Applications
TUNING AND SCALING PERFORMANCEPOINT
TUNING AND SCALING EXCEL SERVICES
TUNING AND SCALING POWERPIVOT
TRY IT
SECTION VII: Implementing SharePoint Business Intelligence in Your Organization
29: Planning Your SharePoint Business Intelligence Project
PRIORITY DRIVERS
TRY IT
30: Preparing Your Business Intelligence Implementation
INFRASTRUCTURE CONCERNS
STORAGE AND SQL CONCERNS
LICENSING CONCERNS
END-USER TECHNOLOGY
TRY IT
31: Creating Your SharePoint Project Checklist and Kickoff Plan
ROUND UP THE TROOPS
PLAN THE SCHEDULE
CHECKLIST CREATION 101
PUTTING THINGS IN MOTION
TRY IT
APPENDIX: What's on the DVD?
SYSTEM REQUIREMENTS
USING THE DVD
WHAT'S ON THE DVD
TROUBLESHOOTING
CUSTOMER CARE
INDEX
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28: Tuning and Scaling SharePoint Service Applications
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29: Planning Your SharePoint Business Intelligence Project
SECTION VII
Implementing SharePoint Business Intelligence in Your Organization
LESSON 29
:
Planning Your SharePoint Business Intelligence Project
LESSON 30
:
Preparing Your Business Intelligence Implementation
LESSON 31
:
Creating Your SharePoint Project Checklist and Kickoff Plan
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