sharepoint 2010 business intelligence 24-hour trainer

www.it-ebooks.info ffirs.indd ivffirs.indd iv 11/18/2011 12:40:06 PM11/18/2011 12:40:06 PM www.it-ebooks.info SHAREPOINT ø 2010 BUSINESS INTELLIGENCE 24HOUR TRAINER INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxix  SECTION I GETTING STARTED WITH SHAREPOINT 2010 LESSON 1 Why SharePoint for Business Intelligence? . . . . . . . . . . . . . . . . . . . . . 3 LESSON 2 SharePoint 2010 Technical Overview . . . . . . . . . . . . . . . . . . . . . . . . . .13 LESSON 3 SharePoint Central Administration Overview . . . . . . . . . . . . . . . . . . 23 LESSON 4 Data Security Overview in SharePoint 2010 . . . . . . . . . . . . . . . . . . . 29  SECTION II CONFIGURING SHAREPOINT FOR BUSINESS INTELLIGENCE LESSON 5 Creating and Confi guring Excel Services Applications . . . . . . . . . . .41 LESSON 6 Creating and Confi guring PerformancePoint Services Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51 LESSON 7 Creating and Confi guring Visio Services Applications . . . . . . . . . . .61 LESSON 8 Creating and Confi guring PowerPivot for SharePoint Services Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 LESSON 9 Creating Your First SharePoint Site for Business Intelligence . . . . 87 LESSON 10 Confi guring Reporting Services for SharePoint Integration . . . . . . 99 LESSON 11 Implementing Business Connectivity Services in SharePoint . . . 107  SECTION III APPLYING SHAREPOINT 2010 BUSINESS INTELLIGENCE IN OFFICE LESSON 12 Developing and Deploying Excel Services Analytics Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .127 LESSON 13 Developing and Deploying PowerPivot Analytics Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139 LESSON 14 Developing and Deploying Visio Services Analytics Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 Continues ffirs.indd iffirs.indd i 11/18/2011 12:40:06 PM11/18/2011 12:40:06 PM www.it-ebooks.info  SECTION IV CREATING ADVANCED ANALYTICS IN SHAREPOINT LESSON 15 Implementing Data Refresh in Excel Services and PowerPivot . . 167 LESSON 16 Developing and Deploying PerformancePoint Analytic Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .177 LESSON 17 Developing and Deploying PerformancePoint Scorecards . . . . . 189 LESSON 18 Creating and Deploying PerformancePoint Dashboards . . . . . . .205 LESSON 19 Developing and Deploying PerformancePoint and SharePoint Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223 LESSON 20 Strategy Mapping with Visio and PerformancePoint . . . . . . . . . . . 241 LESSON 21 Developing and Deploying Reporting Services Reports to SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251  SECTION V BRANDING AND MANAGING ORGANIZATIONAL BUSINESS INTELLIGENCE LESSON 22 Theming and Personalizing Your Business Intelligence Site . . . . 265 LESSON 23 Using SharePoint Designer to Customize Master Pages . . . . . . . 279 LESSON 24 Controlling Your Reporting with Versioning, Auditing, and Content Expiration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .299 LESSON 25 Managing Report Approval with SharePoint Workfl ow . . . . . . . . .309 LESSON 26 Setting Up SharePoint Search to Catalog Analytics and Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319  SECTION VI SCALING SHAREPOINT 2010 BUSINESS INTELLIGENCE LESSON 27 Managing and Optimizing SharePoint SQL Server Databases . . 331 LESSON 28 Tuning and Scaling SharePoint Service Applications . . . . . . . . . . 337  SECTION VII IMPLEMENTING SHAREPOINT BUSINESS INTELLIGENCE IN YOUR ORGANIZATION LESSON 29 Planning Your SharePoint Business Intelligence Project . . . . . . . . 347 LESSON 30 Preparing Your Business Intelligence Implementation . . . . . . . . .355 LESSON 31 Creating Your SharePoint Project Checklist and Kicko Plan . . . 365 APPENDIX What’s on the DVD? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .371 INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375 ffirs.indd iiffirs.indd ii 11/18/2011 12:40:06 PM11/18/2011 12:40:06 PM www.it-ebooks.info SharePoint ø 2010 Business Intelligence 24HOUR TRAINER ffirs.indd iiiffirs.indd iii 11/18/2011 12:40:06 PM11/18/2011 12:40:06 PM www.it-ebooks.info ffirs.indd ivffirs.indd iv 11/18/2011 12:40:06 PM11/18/2011 12:40:06 PM www.it-ebooks.info SharePoint ø 2010 Business Intelligence 24HOUR TRAINER Adam Jorgensen Mark Stacey Devin Knight Patrick LeBlanc Brad Schacht ffirs.indd vffirs.indd v 11/18/2011 12:40:06 PM11/18/2011 12:40:06 PM www.it-ebooks.info SharePoint ø 2010 Business Intelligence 24-Hour Trainer Published by Wiley Publishing, Inc. 10475 Crosspoint Boulevard Indianapolis, IN 46256 www.wiley.com Copyright ¿ 2011 by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada ISBN: 978-1-118-02642-7 Manufactured in the United States of America 10 9 8 7 6 5 4 3 2 1 No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. 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Wiley Publishing, Inc., is not associated with any product or vendor mentioned in this book. ffirs.indd viffirs.indd vi 11/18/2011 12:40:08 PM11/18/2011 12:40:08 PM www.it-ebooks.info This book is dedicated to all those accidental SharePoint administrators and developers who were writing SSIS or TSQL or building a report when their boss tapped them on the shoulder and asked if they knew anything about SharePoint. The question really meant “You should know something about SharePoint.” This book was designed for you. Many of you came to our sessions at SQL Saturday, PASS Summit, countless user group meetings, and free trainings asking about SharePoint and how to get going on this big new platform. You said the administrative books were great but too deep for someone looking to prototype and get up and running quickly, so we answered with this new title. We love the excitement that SharePoint is bringing to the business intelligence world, and hope this new book gives you the confi dence to go after it. — Adam Jorgensen Matthew 19:26 — Devin Knight To my wife and kids, thanks for supporting me. — Patrick LeBlanc “Not to us O Lord, but to your name give glory” -Psalm 115:1 — Brad Schacht ffirs.indd viiffirs.indd vii 11/18/2011 12:40:08 PM11/18/2011 12:40:08 PM www.it-ebooks.info ffirs.indd viiiffirs.indd viii 11/18/2011 12:40:08 PM11/18/2011 12:40:08 PM www.it-ebooks.info [...]... unit of work in SharePoint 2010 Business Intelligence that we could work on Each section has a large theme around a given section in SharePoint Business Intelligence: ‰ Section I: Getting Started with SharePoint 2010 — This section covers what’s new in SharePoint 2010, how to use the administration tools, and how basic security works ‰ Section II: Configuring SharePoint for Business Intelligence — This... PM CONTENTS INTRODUCTION xxix SECTION I: GETTING STARTED WITH SHAREPOINT 2010 LESSON 1: WHY SHAREPOINT FOR BUSINESS INTELLIGENCE? Kick Start Your Business Intelligence Financial Retail Manufacturing Healthcare Government 3 4 4 5 5 5 6 SharePoint Features That Enhance Your Business Extending Office into SharePoint Customizing SharePoint 2010 to Match Your Company Security and Service Model New Architecture... 315 315 315 LESSON 26: SETTING UP SHAREPOINT SEARCH TO CATALOG ANALYTICS AND REPORTS Why Do You Need Search? 319 319 SharePoint Search Options SharePoint Foundation Search Search Server SharePoint Search 2010 Fast Search Server 2010 for SharePoint and FAST Search Server 2010 for Internet Sites SharePoint Foundation Search Configuring Foundation Search in SharePoint 2010 Basic Search Administration Security... flast.indd xxviii 11/16/2011 8:35:36 AM INTRODUCTION IF YOU’VE PICKED UP THIS BOOK, SharePoint 2010 Business Intelligence 24-Hour Trainer, you’ve decided to jump into one of the most dynamic areas of Business Intelligence: the exciting visualizations, collaboration, and data service capabilities built into SharePoint 2010 through its new service application architecture This book, then, is your chance... 320 321 321 322 326 326 326 327 327 327 Lesson Requirements Hints Step-by-Step 327 327 327 SECTION VI: SCALING SHAREPOINT 2010 BUSINESS INTELLIGENCE LESSON 27: MANAGING AND OPTIMIZING SHAREPOINT SQL SERVER DATABASES 331 Overview of SharePoint 2010 Databases Types of Content in the SharePoint 2010 Databases Optimization Techniques for Each Content Type Try It Lesson Requirements Hints Step-by-Step 331... Applying SharePoint 2010 Business Intelligence in Office — This section introduces how to begin developing SharePoint analysis solutions right from within Office 2010 ‰ Section IV: Creating Advanced Analytics in SharePoint — This section covers more advanced things like data refresh and extending the analysis to include PerformancePoint analytics ‰ Section V: Branding and Managing Organizational Business Intelligence. .. YOUR FIRST SHAREPOINT SITE FOR BUSINESS INTELLIGENCE 87 Understanding Web Applications, Site Collections, and Sites Creating a Site in SharePoint 2010 Site Options and Templates Business Intelligence Sites Try It 87 89 91 92 93 xix www.it-ebooks.info ftoc.indd xix 11/16/2011 8:29:06 AM CONTENTS Lesson Requirements Hints Step-by-Step 93 94 94 LESSON 10: CONFIGURING REPORTING SERVICES FOR SHAREPOINT. .. section introduces you to theming and customizing your SharePoint sites to match the look of your internal applications and environment ‰ Section VI: Scaling SharePoint 2010 Business Intelligence — This section introduces you to scaling out these applications as your new solutions take off and grow ‰ Section VII: Implementing SharePoint Business Intelligence i n Your Organization — This section helps... TO SHAREPOINT Creating a Report Using BIDS Configuring BIDS for SharePoint Deployment Deploying a Report from BIDS to SharePoint Try It Lesson Requirements Hints Step-by-Step 251 251 256 257 258 258 258 258 xxiii www.it-ebooks.info ftoc.indd xxiii 11/16/2011 8:29:06 AM CONTENTS SECTION V: BRANDING AND MANAGING ORGANIZATIONAL BUSINESS INTELLIGENCE LESSON 22: THEMING AND PERSONALIZING YOUR BUSINESS INTELLIGENCE. .. CONTENTS LESSON 28: TUNING AND SCALING SHAREPOINT SERVICE APPLICATIONS Tuning and Scaling PerformancePoint Tuning and Scaling Excel Services Tuning and Scaling PowerPivot Try It Lesson Requirements Hints Step-by-Step 337 338 339 339 340 340 341 341 SECTION VII: IMPLEMENTING SHAREPOINT BUSINESS INTELLIGENCE IN YOUR ORGANIZATION LESSON 29: PLANNING YOUR SHAREPOINT BUSINESS INTELLIGENCE PROJECT Priority Drivers . IMPLEMENTING SHAREPOINT BUSINESS INTELLIGENCE IN YOUR ORGANIZATION LESSON 29 Planning Your SharePoint Business Intelligence Project . . . . . . . . 347 LESSON 30 Preparing Your Business Intelligence. STARTED WITH SHAREPOINT 2010 LESSON 1: WHY SHAREPOINT FOR BUSINESS INTELLIGENCE? 3 Kick Start Your Business Intelligence 4 Financial 4 Retail 5 Manufacturing 5 Healthcare 5 Government 6 SharePoint. SECTION I GETTING STARTED WITH SHAREPOINT 2010 LESSON 1 Why SharePoint for Business Intelligence? . . . . . . . . . . . . . . . . . . . . . 3 LESSON 2 SharePoint 2010 Technical Overview . . .