Microsoft SharePoint 2010 Business Intelligence Unleashed

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.

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

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