Business Intelligence in Microsoft SharePoint 2010 phần 6 ppt

184 Chapter 6 Visio and Visio Services When Do I Use Visio and Visio Services for BI? As you can see, Visio 2010 adds a lot to the diagram author’s “toolbox” for creating rich, data-driven diagrams. SharePoint Server 2010 introduces the ability to share these dia- grams using Visio Services. The strength that Visio Services brings to BI lies primarily in the designer’s creativity for delivering visualization that can connect to SharePoint lists, Excel workbooks, SQL Server data, custom data adapters, and a variety of other data, depending on the data provider that is available. You can use Visio 2010 as an authoring tool and share information in SharePoint Visio Services in the following areas: ■ When you want to share Visio diagrams in a browser by using SharePoint Server 2010, without asking users to download a client. ■ When you want to provide insights to users with a visual diagram connected to trust- ed data (see Chapter 3, “Getting to Trusted Data”) or other data sources, such as a SharePoint list or an Excel spreadsheet. ■ When the Visio diagram can help place information in context and give more meaning to objects in the diagram, a process, metrics, an organizational chart, and so on. ■ To build a visual representation of your business structures that bind to data. For example, you might want users to visualize progress of projects when connected to Microsoft Project Server. The following section contains two studies that show how companies have implemented Visio 2010 and Visio Services and how the following benets are realized: ■ Empower authors to more quickly create diagrams and show results in visuals to users. ■ Reduce costs by providing users with visuals that give transparency to processes and help them make fast, cost-saving decisions. ■ Show performance, or what is being measured, graphically so that trouble areas are easily spotted. Case Study: Global Crossing The Global Crossing case study is derived from case studies located at hp://www.microso. com/casestudies/Case_Study_Detail.aspx?casestudyid=4000007172 . We encourage you to navigate available case studies to discover how tools are being used and whether a company, industry, or departmental prole matches yours. Global Crossing offers a range of data, voice, and security products to Fortune 500 compa- nies, as well as to carriers, mobile operators, and Internet service providers. When Do I Use Visio and Visio Services for BI? 185 Global Crossing’s product development uses process ows to help their internal decision- makers visualize new products and services. As part of a sales proposal, sales engineers must quickly show customers a visual representation of complex network diagrams so that they can make better decisions about solutions. A picture is worth a thousand words when break- ing down the complexity of a network. Visio 2010 and Visio Services now provide the following features to help Global Crossing streamline their process for innovating and generating more business: ■ The ribbon is new to Visio 2010. It helps users easily locate commands in the toolbar, getting to a diagram faster and with more polish and air. ■ The Link Data To Shapes and Automatic Link wizards allow sales engineers to quickly and easily link Visio shapes to Microsoft Excel spreadsheets that include detailed specications. ■ Diagram validation provides users one-click access to review diagramming standards and uncover common errors. Daria Levin, Product Development Manager at Global Crossing, says, “When you have a standard methodology for documenting process ows across the organization, this validation tool is a great way to keep everyone more consistent.” Case Study: Virgin Mobile India Virgin Mobile is another good Microsoft case study (http://www.microsoft.com/casestudies/ Case_Study_Detail.aspx?CaseStudyID=4000007186) from which to gain insights as to where to use Visio and Visio Services. Virgin Mobile grows successful businesses in sectors ranging from mobile telephony to trans- portation, travel, nancial services, leisure, music, holidays, publishing, and retailing. Virgin Mobile has created more than 200 branded companies worldwide with approximately 50,000 employees, in 29 countries. Its revenues around the world in 2008 exceeded £11 billion (approximately $17 billion in U.S. currency). Virgin Mobile India has its own call center operations in India with 60 employees, which man- agement considers a key competitive differentiator. The India call center management relies on a number of daily and weekly stand-alone graphical Interactive Voice Response (IVR) and Queue reports to review trends, analyze performance, and support decision making. Their performance report development processes were previously very manual in nature, requiring data extraction from multiple data sources, which in turn needed to be manipulated and converted into a visual form for presentation. The process was very time-consuming and error-prone, limiting the reports’ value to call center management. 186 Chapter 6 Visio and Visio Services To design a solution, Virgin Mobile India’s operations division started with ve key contact- center performance reports, which addressed metrics such as call volume, number of agents, call resolution, call abandonment, and variance. With their key performance indicators required for the solution identied, the team set out to design a visual performance dash- board using Visio 2010. According to the project manager, Rajesh Negi, “There were many reasons why we chose Visio. I think the clincher for us was being able to visually represent all the information we wanted so that it would be easier for users to actually see the data. Any issues will catch your eye very quickly, because you can review performance graphically.” Virgin Mobile India expects to realize a number of signicant benets from their Visio 2010 solution, including 2,880 annual labor hours saved, a 5 percent improvement in the percent- age of calls answered, and an increase in customer satisfaction. Conguration (Visio Services) The authors believe the documentation for setting up Visio Services on TechNet is reliable and simple to follow. For this reason, this chapter omits the setup information and instead provides conceptual information about security and high-level steps that point you to relevant documentation. Additionally, the following instructions are simplied because we ran the Conguration Wizard to establish default service applications for our server. When you do this, the Conguration Wizard creates and starts a Visio Services service application that’s ready to use, but it does not congure security. For references and information about setting up SharePoint Server 2010, see the section titled “SharePoint 2010 Installation and Conguration” in Appendix A, “Virtual Machine Setup and SharePoint Conguration.” Security (Visio Services) Security for Visio Web Drawings (.vdw les) includes security for those that are connected to data and those that are not connected to data. Note Security can also be applied to the data source itself, limiting user access. You can limit access to les in a document library by setting library rules for the access con- trol list (ACL). Conguration (Visio Services) 187 Before connecting to a data source, you must determine the data source you want to con- nect to. Visio Web Drawings can connect to the following supported types of data sources: ■ Microsoft Ofce Excel workbook ■ Microsoft Ofce Access database ■ Microsoft SharePoint Foundation Services list ■ Microsoft SQL Server database ■ Other OLE DB or ODBC data source ■ A previously created connection File Security Visio les are like other les in SharePoint; they’re subject to SharePoint permissions and security. You can nd several sources from which to learn more about permissions and security for SharePoint groups, users, and sites and site content. For more information, see “Managing permissions and security,” at http://ofce.microsoft.com/en-us/windows- sharepoint-services-help/CH010064986.aspx. Server Security The Visio Graphics Service gives you control for processing and displaying Visio Web Drawings. Visio Web Drawings use the following methods for specifying how to connect to data: ■ Embedded connection information ■ External connection information using an ODC le. In the following section, we will investigate methods for connecting to information. Connecting to SharePoint Lists and Visio Services If the Visio Web Drawings are not connected to data, published Visio Web Drawings (.vdw les) must be stored in SharePoint document libraries for viewing. SharePoint Server 2010 maintains permissions for the les that are contained in the document library, and you can limit access by setting the library rules to a particular drawing. If the Visio Web Drawings are connected to data such as Excel workbooks (hosted on the same farm) or databases in SQL Server, you can control access to data sources by dening the data providers that are trusted and by conguring them in the list of trusted data provid- ers. To learn more about how to create a Visio Graphics Service trusted data provider, see “Conguring Visio Graphics Service trusted data providers (SharePoint Server 2010)” at hp:// technet.microso.com/en-us/library/ee524056.aspx. 188 Chapter 6 Visio and Visio Services Remember that if you want to view Visio drawings that are connected to either SharePoint lists or Excel Services (on the same farm as the drawing), you must have access to both the drawing and the SharePoint list, and to the Excel workbook, to have access. Connecting to SQL Server databases by using the Secure Store Service—together with Excel Services or with Visio Services—to access data sources through SQL Server Authentication, requires that you congure the following: ■ A Secure Store Service target application containing the SQL Server credentials with access to the data source ■ The Unattended Service Account ■ A required connection, if using Visio Services, to the Secure Store Service target appli- cation through an ODC le that can be created and managed in Microsoft Excel 2010 Note If the external data source that you want to access is not on your local computer, you might need to contact the database administrator for a password, user permission, or other con- nection information. It’s out of the scope of this chapter to show you how to set up the Secure Store Service and a target application, but we give you a link in Appendix A that shows you how to create an ODC le and store it in a Data Connection Library. You control access to data sources by dening the data providers as trusted and including them in the list of trusted data providers. Data providers are drivers that client applications (such as Visio) use to connect to specic data sources. You can view the list of available data providers or add a new provider by going to Central Administration, clicking Manage Service Applications, and clicking Trusted Data Providers, as shown in the following illustration. Conguration (Visio Services) 189 After clicking Trusted Data Providers, you see the user interface shown in the following illustration. You must now determine how the user will be authenticated (identied) by the server that hosts the data. The next step is for the user to receive authorization or permission to access data on the server. Note As noted in the TechNet article, “Conguring a SharePoint Server 2010 farm for busi- ness intelligence by using NTLM,” at hp://technet.microso.com/en-us/library/gg266385. aspx, authentication methods between the three built-in BI SharePoint service applications can have different names with similar purpose and functionality. For example, in PerformancePoint Services, Per User Identity refers to Integrated Windows authentication. Consider the following methods and denitions for securing authentication: ■ Integrated Windows Authentication Use to enable Windows-based clients to seamlessly authenticate with the data source without having to manually provide cre- dentials (username/password). Note You cannot use the preceding method to connect with remote data sources unless Kerberos authentication is congured. 190 Chapter 6 Visio and Visio Services ■ Secure Store Service (requires additional conguration) Use this authentication method to congure the Visio Graphics Service so that it maps the user’s credentials to an independent credential that has access to the database. Note The preceding method can be used only when Visio Web drawings use an ODC le to specify the connection. ■ Unattended Service Account (requires additional conguration) Use this authenti- cation method when no other authentication method is specied and when you want to create an authentication method for all users through a single account. This is the default authentication method if an ODC le used for the Visio Web Drawing does not already specify another authentication method. Important Visio Services can access external data sources by using a delegated Windows identity—but the external data sources must reside within the same domain as the SharePoint Server 2010 farm or the Visio Services Application and must be congured to use the Secure Store Service. If you’re not using the Secure Store Service and if external data sources do not reside within the same domain, authentication of the external data sources fails. When to Use an odc File The ODC le lets you update external data connection properties in one place. Any Excel 2010 workbook or Visio 2010 diagram that uses the ODC le for its data connection uses the updated connection properties. You can also open the ODC le directly, which can also open an Excel workbook that already contains the external data connection. A Data Connection Library in Microsoft SharePoint Server 2010 is a library that contains two kinds of data connections by default: an ODC le, and a Universal Data Connection (UDC) le (used for Microsoft InfoPath 2010 les). You would want to use an .odc for the following reasons: ■ To save to the same SharePoint site location so that the data in the Visio Web drawing can be refreshed. ■ To manage and update external data connection properties in one place, in a SharePoint list. You can also have a direct connection to the data source. You might want to do this when you move your Visio le from a different farm and still want to maintain data source connectivity. Creating the Visio Diagram 191 Planning and Architecture (Visio Services) The following illustration shows an overview of the process for publishing Visio diagrams that connect to SharePoint Products and display in a browser. Create data-connected diagram in Visio Configure Visio Services In SharePoint Server 2010 2 3 4 51 Upload to SharePoint Server 2010 Diagram is rendered in a browser VDW file PNG/XAML Data Source Consumer requests a diagram Visio Services refreshes data and diagram When creating a data-connected diagram in Visio, you perform the following steps: 1. Connect to a data source. 2. Link shapes to data. 3. Display linked data graphically. 4. Refresh linked data that has changed in the data source to update linked shapes to resolve any subsequent conicts that might arise. Creating the Visio Diagram The Premium version of Visio comes with templates that contain images that you can con- nect to data sources. For example, the following image displays a Project Management dia- gram that shows organization and team performance with a PivotDiagram. You can break down data from Excel across different performance dimensions to create a presentation- ready report. You might ask how you can tell whether the sample is a PivotDiagram. The answer is: on the Help menu, click Sample Diagrams, and in the Samples window, click the sample. A descrip- tion of the sample appears below its picture on the right side of the window. 192 Chapter 6 Visio and Visio Services Connecting to External Data and Display Data on the Shapes The .odc le enables you to update external data connection properties in one place. Any Excel 2010 workbook or Visio 2010 diagram that uses the .odc le for its data connection uses the updated connection properties. You can also open the .odc le directly, which can also open an Excel workbook that already contains the external data connection. A Data Connection Library in Microsoft SharePoint Server 2010 is a library that contains two kinds of data connections by default: an Ofce Data Connection (ODC) le, and a Universal Data Connection (UDC) le (used for Microsoft InfoPath 2010 les). It might be easier for you to create the ODC le rst in Excel, as follows: 1. Create the ODC le in Excel 2010. 2. Publish it to SharePoint Server 2010. 3. Connect to it as a data source from Visio 2010 when you create a new data-connected diagram. Connecting to External Data and Display Data on the Shapes 193 Important Use Excel 2010 to edit an ODC le, to change the data query, to edit authentication information, to specify a target application, or to modify other settings. You can use the following procedure to create an ODC le to use for connecting from Visio. To create an ODC le in Excel 1. Open Excel 2010, click the Data tab, and then click Connections. The Existing Connections folder appears so that you can see what is already available. It is empty in the image because you haven’t created any ODC les yet. 2. Click Browse For More, and then in the Select Data Source dialog box, shown in the following illustration, click New Source. [...]... Introduction In Chapter 1, Business Intelligence in SharePoint, ” you saw the basic pattern for creating key performance indicators (KPIs), which are derived from a company vision, a company strategy, and measurable objectives PerformancePoint Services in SharePoint Server 2010 is one of the newest business intelligence (BI) tools complementing SharePoint Server 2010 It’s a monitoring and analytics service... Planning application lets you plan, budget, and forecast with business modeling tools Microsoft Office PerformancePoint Server was re-engineered in April 2009 It is available as part of the non-free versions of SharePoint Server 2010 and is expected to be influential in the marketplace because of its well-engineered BI options and features Overview of PerformancePoint Services Components Before discussing... version control on SharePoint lists and document libraries that contain your dashboard items When enabled, if unwanted changes occur, you can revert back to a previous version 2 16 Chapter 7  PerformancePoint Services What’s New in PerformancePoint Services SharePoint Services is a service application integrated with SharePoint Server 2010 As such, when you purchase SharePoint Server 2010, you also get... PerformancePoint Dashboard, including KPIs, scorecards, reports, and more ■ Learn what is new in PerformancePoint Services 2010 in SharePoint Server 2010 ■ Understand when and why you will want to use PerformancePoint Services ■ Understand configuration and security setup for PerformancePoint Services ■ Create a simple PerformancePoint dashboard with a KPI, scorecard, filter, and report Introduction In Chapter... Instead of saving your file as a drawing, you save it as a Visio Web Drawing in a SharePoint document library The Visio Web Drawing (*.vdw) is a new Visio file type that allows diagrams to be rendered and edited in the browser by using Visio Services in SharePoint 2010 To publish a diagram as a Web Drawing 1 Click the File tab 2 Click Save & Send 3 Under Save to SharePoint, select the site where you want... Services This chapter works in concert with Chapter 8, “Bringing It All Together,” which shows you how to publish a PerformancePoint Web Part In some ways, the PerformancePoint Dashboard becomes a Microsoft BI aggregator,” by providing methods to make connections to most of the other BI tools discussed in this book History of PerformancePoint Services In 2005, Microsoft Office Business Scorecard Manager... option is set to Web Drawing, and then click Save Visio Drawing Web Parts Visio Services allows you to embed Visio Web Drawings in other SharePoint pages Using the Visio Web Access Web Part, you can embed either static or data-driven Visio Web Drawings in SharePoint pages To embed a Visio Web Drawing Note  You must be a site administrator for the page, with one of the following permissions: ■ ■ Approve... provider When using the Visio client to create the Visio Web Drawing that contains the data connection to the data source, the machine used must also have the driver installed The following table provides quick references for using Visio Services with SharePoint To Do this Connect SharePoint to live data Use one of the available add-ins For more information, see the “Downloadable Add-Ins for Visio and... To place information in context and give meaning to objects in the diagram ■ To provide shapes that help identify trends and exceptions ■ To build visual representations of business structures that bind to data Chapter 7 PerformancePoint Services After completing this chapter, you will be able to ■ Understand the historical background for PerformancePoint Server 2007 and Services (SharePoint 2010) ■... made in PerformancePoint Services 2010 (in comparison with PerformancePoint 2007), we want to give you a quick tour of the basic elements: data sources, dashboards, scorecards, KPIs, indicators, and reports Later in the chapter, you’ll see more detail about each element PerformancePoint stores these elements as content types in SharePoint document libraries and lists PerformancePoint elements stored in . authoring tool and share information in SharePoint Visio Services in the following areas: ■ When you want to share Visio diagrams in a browser by using SharePoint Server 2010, without asking. references and information about setting up SharePoint Server 2010, see the section titled SharePoint 2010 Installation and Conguration” in Appendix A, “Virtual Machine Setup and SharePoint Conguration.”. published Visio Web Drawings (.vdw les) must be stored in SharePoint document libraries for viewing. SharePoint Server 2010 maintains permissions for the les that are contained in the document library,