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www.it-ebooks.info For your convenience Apress has placed some of the front matter material after the index Please use the Bookmarks and Contents at a Glance links to access them www.it-ebooks.info Contents at a Glance About the Authors��xiii About the Technical Reviewer�� xv Acknowledgments�� xvii Introduction�� xix ■■Chapter 1: Business Intelligence Basics��1 ■■Chapter 2: Visio Services��59 ■■Chapter 3: Reporting Services��143 ■■Chapter 4: Business Connectivity Services��187 ■■Chapter 5: Excel Services��247 ■■Chapter 6: PerformancePoint Services��305 Index��411 v www.it-ebooks.info Introduction In working with SharePoint and with BI, we frequently found that there was no single source of information that could address the needs of both database administrators (DBAs) and SharePoint administrators and developers With that in mind, we decided to write one In fairness, given the pace of the technology we deal with, it’s very difficult to find one source for it all But, in order to deliver solutions with these modern platforms, one needs to know core business intelligence (BI) concepts as well as core SharePoint BI concepts SharePoint is becoming the de facto choice for delivery of BI products for Microsoft This has been happening ever since the introduction of Visio Services, Business Connectivity Services, Reporting Services, Excel Services, PerformancePoint Services and, as icing on the cake, Power View for interactive analytics Even if you are an experienced NET developer, you’ll find it difficult to find a single book that teaches enough of all these technologies and BI concepts That’s why we put this book together—to address that unique and fascinating area that is the intersection of BI and SharePoint 2013 The first chapter gets you familiar with enough BI concepts to get you going, even if you have no background in BI Expert DBAs can skip this chapter The subsequent chapters focus on each of the core SharePoint BI concepts one by one, and they give you enough examples to explore each of these topics in detail Moreover, we made it a point not to ignore the administrative side of things In each chapter, we introduce you to the various facilities in central administration, and we also look at the PowerShell commands relevant to these features Writing any book is a lot of work We hope you find it useful xix www.it-ebooks.info Chapter Business Intelligence Basics This chapter presents the basics of business intelligence (BI) If you’re an experienced data-warehouse expert, you might want to skip this chapter, except for the section at the end that introduces Microsoft SharePoint 2013 BI concepts But, because most readers will be SharePoint experts, not data-warehouse experts, we feel it necessary to include the fundamentals of data warehousing in this book Although we can‘t cover every detail, we’ll tell you everything you need to get full value from the book, and we’ll refer you to other resources for more advanced topics What Will You Learn? By the end of this chapter, you’ll learn about the following: • The essentials of BI • The OLAP system and its components • Microsoft SQL Server 2012 BI tools • SharePoint 2013 BI components Software Prerequisites You’ll need a basic understanding of databases and the relevant tools to get the most out of the topics in this book You’ll also need the software listed here: • SharePoint Server 2013 Enterprise Edition • SQL Server 2012 Developer Edition and its BI tools, SSDT (SQL Server Development Tools, formerly known as BIDS, or Business Intelligence Development Studio) for Microsoft Visual Studio 2010 • SQL Server 2012 Developer Training Kit, available for download at http://www.microsoft.com/en-us/download/details.aspx?id=27721 • AdventureWorks DB for SQL Server 2012, available for download at http://msftdbprodsamples.codeplex.com/releases/view/55330 • Visual Studio 2012 Professional Edition, trial version available for download at http://www.microsoft.com/visualstudio/eng/products/visual-studio-professional-2012 www.it-ebooks.info Chapter ■ Business Intelligence Basics • Microsoft SharePoint Designer 2013, available for download at http://www.microsoft.com/en-us/download/details.aspx?id=35491 • If you prefer to use Express editions of Visual Studio and SQL Server instead of the full versions, you can download them from http://www.microsoft.com/express/ ■■Note At the time of writing, Microsoft had not released SQL Server 2012 Business Intelligence project templates for Visual Studio 2012 Hence, we use Visual Studio 2010 throughout this book to develop BI projects, and Visual Studio 2012 to develop solutions specific to SharePoint 2013 Introduction to Business Intelligence Effective decision-making is the key to success, and you can’t make effective decisions without appropriate and accurate information Data won’t you much good if you can’t get any intelligent information from it, and to that, you need to be able to analyze the data properly There’s a lot of information embedded in the data in various forms and views that can help organizations and individuals create better plans for the future We’ll start here with the fundamentals of drilling down into data—how to it and how you can take advantage of it I couldn’t resist including a picture here that highlights the benefits of BI (See Figure 1-1.) This drawing was presented by Hasso Plattner of the Hasso Plattner Institute for IT Systems at the SIGMOD Keynote Talk (SIGMOD is the Special Interest Group on Management of Data of the Association for Computing Machinery.) Figure 1-1. Information at your fingertips! www.it-ebooks.info Chapter ■ Business Intelligence Basics Why Intelligence? Chances are you’ve seen the recommendations pages on sites such as Netflix, Wal-Mart, and Amazon On Netflix, for example, you can choose your favorite genre, and then select movies to order or watch online Next time you log in, you’ll see a “Movies you’ll love” section with several suggestions based on your previous choices Clearly, there’s some kind of intelligence-based system running behind these recommendations Now, don’t worry about what technologies the Netflix web application is built on Let’s just try to analyze what’s going on behind the scenes First, because there are recommendations, there must be some kind of tracking mechanism for your likes and dislikes based on your choices or the ratings you provide Second, recommendations might be based on other users’ average ratings minus yours for a given genre Each user provides enough information to let Netflix drill down, aggregate, and otherwise analyze different scenarios This analysis can be simple or complex, depending on many other factors, including total number of users, movies watched, genre, ratings, and so on—with endless possibilities Now consider a related but different example—your own online banking information The account information in your profile is presented in various charts on various timelines, and so forth, and you can use tools to add or alter information to see how your portfolio might look in the future So think along the same lines, but this time about a big organization with millions of records that can be explored to give CIOs or CFOs a picture of their company’s assets, revenues, sales, and so forth It doesn’t matter if the organization is financial, medical, technical, or whatever, or what the details of the information are There’s no limit to how data can be drilled down into and understood In the end, it boils down to one thing—using business intelligence to enable effective decision making Let’s get started on our explorations of the basics and building blocks of business intelligence Understanding BI Just about any kind of business will benefit from having appropriate, accurate, and up-to-date information to make key decisions The question is, how you get this information when the data is tightly coupled with business—and is continually in use? In general, you need to think about questions such as the following: • How can you drill down into tons of information, aggregate that information, and perform mathematical calculations to analyze it? • How can you use such information to understand what’s happened in the past as well as what’s happening now, and thereby build better solutions for the future? Here are some typical and more specific business-related questions you might have to answer: • What are the newly created accounts this month? • Which new users joined this quarter? • Which accounts have been removed this year? • How many vehicles have we sold this year, and what’s the new inventory? • How many issues have been addressed this week in the command center? • What is the failure rate of products in this unit? • What are the all-time top 10 stocks? • Can you rank these employees in terms of monthly sales? • Is it possible to run statistical analysis on existing data? www.it-ebooks.info Chapter ■ Business Intelligence Basics What kind of system could provide the means to answer these questions? A comprehensive business intelligence system is a powerful mechanism for digging into, analyzing, and reporting on your data ■■Note Business intelligence is all about decisions made effectively with accurate information in a timely manner Data mostly has a trend or a paradigm When you’re looking at the data, you might begin to wonder, “What if ” To answer this question, you need the business intelligence mechanism Understanding the basics of BI or datawarehouse modeling helps you achieve accurate results Every industry, organization, enterprise, firm, or even individual has information stored in some format in databases or files somewhere Sometimes this data will just be read, and sometimes it needs to be modified and provide instant results In such cases, one significant factor is the size of the data Databases that yield instant results by adding, editing, or deleting information deal with transactional1 data Such information needs a quick turnaround from the applications In such cases, users seek or provide information via the UI or another source, and the result of any subsequent read, publish, edit, or even delete must happen instantly Transaction results must also be delivered instantly, with low latency A system that can deliver such instant results usually is based on the model called Online Transaction Processing, or just OLTP OLTP vs OLAP Online Transaction Processing (OLTP) systems are more suitable for handling transactional data and optimized for performance during Read/Write operations specifically for a faster response On the other hand, Online Analytical Processing (OLAP) systems are read-only (though there can be exceptions) and are specifically meant for analytical purposes This section explores these two systems in more detail Online Transaction Processing System Data in the OLTP model is relational, and it is normalized according to database standards—such as the third or fourth normal form Normalization involves splitting large tables into smaller tables to minimize redundancy and dependency in data For example, instead of storing an employee’s department details in the employee table itself, it would be better to store the same information in a department table and link it to the employee table An important factor in the OLTP model is that data doesn’t repeat in any fashion; hence, it is arranged into more than one table In this way, transactions involve fewer tables and columns, thus increasing performance There are fewer indexes and more joins in this model, and the tables will hold the key information Figure 1-2 shows a basic OLTP system Data related to day-to-day transactions, expected to change on a frequent basis is referred to as transactional data Examples include employee payroll data, purchase orders, procurements, and so on Transactional data is created, updated, and deleted via a sequence of logically related, indivisible operations called transactions www.it-ebooks.info Chapter ■ Business Intelligence Basics Figure 1-2. HR Relational Tables from the AdventureWorks database ■■Note We strongly recommend you download and install the AdventureWorks sample database from msftdbprodsamples.codeplex.com/downloads/get/417885 You’ll get the most out of this chapter and the others if you can follow along OLTP is not meant for slicing and dicing the data, and it’s definitely not meant to be used to make key decisions based on the data OLTP is real-time, and it’s optimized for performance during Read/Write operations specifically for a faster response For example, an OLTP system is meant to support an airline reservation system that needs to publish airline schedules, tariffs, and availability and at the same support transactions related to ticket reservations and cancellations The system cannot be used for analysis because that would degrade the performance of routine transactions Moreover, a normalized structure is not suitable for analysis (for example, revenue analysis for an airline) because this involves joins between various tables to pull relevant information, leading to increased query complexity Take a look at Figure 1-3 Notice how information is limited or incomplete You cannot tell what the numbers or codes are for various columns To get more information on these values, you need to run a query that joins this table with others, and the query would become bigger and bigger as the number of relational tables increases Figure 1-3. A table with incomplete information www.it-ebooks.info Chapter ■ Business Intelligence Basics On the other hand, it would be very easy to query the table if it were a little bit denormalized and had some data pre-populated, as shown in Figure 1-4 In this case, the number of joins is reduced, thereby shortening the T-SQL query This simplifies the query and improves the performance However, the performance depends on the efficiency of indexing Further, denormalizing the tables causes excessive I/O Figure 1-4. The denormalized table ■■Caution As you can see in Figure 1-4, the T-SQL query would be simplified, but denormalized tables can cause excessive I/O because they contain fewer records on a page It depends on the efficiency of the indexing The data and indexes also consume more disk space than normalized data You might wonder why you can’t simply run these queries on your OLTP database without worries about performance Or create views Simply put, OLTP databases are meant for regular transactions that happen every day in your organization These are real-time and current at any point of time, which makes OLTP a desirable model However, this model is not designed to run powerful analyses on these databases It’s not that you can’t run formulas or aggregates, it’s that the database might have been built to support most of the applications running in your organization and when you try to the analysis, these applications take longer to run You don’t want your queries to interfere with or block the daily operations of your system ■■Note To scale operations, some organizations split an OLTP database into two separate databases (that is, they replicate the database) One database handles only write operations, while the other is used for read operations on the tables (after the transactions take place) Through code, applications manage the data so that it is written to one database and read for presentation from another This way, transactions take place on one database and analysis can happen on the second This might not be suitable for every organization So what can you do? Archive the database! One way that many organizations are able to run their analyses on OLTP databases is to simply perform periodic backups or archive the real-time database, and then run their queries on the disconnected-mode (non-real-time) data ■■Note A database that has been backed up and repurposed (copied) for running analyses might require a refresh because the original source database might have had data updated or values changed www.it-ebooks.info ■ index Strategy Map report (cont.) Reseller Promotions shape, 405 Strategy Map template, 402 Visio diagram, 402 Strategy Map template, 316 T Tabular List data sources, 313 Time Intelligence (Connection Formula) filter, 314 Tree filter, 314 Tuples, 15 U Unattended Service Account, 95 Untitled Workspace, 335 uspGetServerDetails stored procedure, 120, 135 V Visio 2013 Data tab Automatically Link functionality, 76 data graphics creating new data graphics, 73 data fields, 73 definition, 73 Text option, 74 Data Selector wizard, 72 External Data window, 81 insert Legend wizard, 79 refresh All button, 78 Shape Data Window, 80 Visio diagram, 61 designing applying data and data graphics, 132 external data connection refresh error, 134 LoadData() subroutine, 131 loading external data, 131 Microsoft Visual Basic, 130 retrieving data from SQL Server data source, 130 setting up data graphics, 132 for test servers, 129 life cycle, 71 Visio Library document library, 88–89 Visio Services, 55 architecture, 70 basic operations, 64 custom data providers AddonDataHandler abstract class, 136 BeginData() method, 136 BeginGetData() method, 136 components, 119 creation, 125 designing Visio diagram, 129 GetData() method, 136 Microsoft.Office.Visio.Server assembly, 136 retrieving server status information, 120 uspGetServerDetails stored procedure, 134 VBA code, 136 Windows Communication Foundation (WCF) services, 119 writing WCF Service library, 121 Data tab (see Visio 2013 Data tab) Farm Configuration wizard, 61 features authentication models, 69 client-side installation, 69 compatibility, 67 hyperlinks, 68 publishing, 69 real-time data, 69 rendering, 67 JavaScript Mashup API assets.js code, 107, 110 classes, methods, and events hierarchy, 106 Content Editor web part, 109 monument details, 107 operations on drawings, 106 Page object, 107 ShapeCollection object, 107 VWA web part interaction, 110 loading and interacting, 69 “My day begins with . . . ” storyboard, 60 new Visio Graphics Service application, 64 performance affecting factors, 140 SharePoint Designer 2013, 111 with SQL Server and SSS, 104 SSS (see Secure Store Services (SSS)) Visio diagram, 61 Visio Graphics Service Application Administrators group, 137 application pool and managed account, 137 creating, 138 deleting, 138 global settings, 139 list, 138 proxy creation, 138 proxy deletion, 138 proxy list, 139 trusted data provider, 139 Visio Web Access (VWA) web part connections information filter, 91 IWebPartParameters interface, 93 options, 93 SharePoint Designer, 93 two-way communications, 91 418 www.it-ebooks.info ■ Index header options, 91 SharePoint Server Enterprise Site Collection Feature, 89 Visio drawing file, 90 Visio Web Access Web Part, 69 Visio with SharePoint airport flight status example accessing Link Data to Shapes, 82–83 Arrival delays, 85 Automatically Link button, 87 completed Visio diagram, 88 Data Graphics, 85, 87 Data Selector window, 83 Data Selector wizard, 83 External Data window, 84 link to selected shapes, 84 missing baggage count, 85–86, 89 publishing Visio diagram, 88 real-time values, 89 refresh status, 89 sample custom SharePoint list structure, 82 setting shape, 87 Star rating, 86 Unlink option, 85 Visio Library document library, 88–89 SQL Server data source Automatically Link, 96 custom SQL table structure, 94 Data Connection wizard, 95 Data Graphics, 96 data-refreshable web drawing, 96 Data Selector screen, 96 double-hop issue, 98–99 error, 98 External Data window, 96 insert Legend option, 96 Link Data to Shapes, 95 Mall.vsdx file, 98 new database, 94 populating custom table, 95 refresh Data window, 97–98 and SSS, 104 tblLandmarks table, 94 Visio drawing shapes, 97 Visitors data field, 96 Windows authentication, 95 Visio Web Access web part (see Visio Web Access (VWA) web part) Visual Studio 2012 Professional Edition, W, X, Y, Z WCF Service library accessing, 125 application project, 121 bin folder, 123 connectionStrings section, 121 consumer project structure, 126 interface class, 123, 135 NET Framework 4.5, 121 retrieving server status, 122 service host folder, 124 WCF data provider Web.config file settings, 123 wcfServicehost folder, 123 Web front-end server, 248 Web Page template, 317 Workspace Browser, 335, 337–338 419 www.it-ebooks.info Pro SharePoint 2013 Business Intelligence Solutions Manpreet Singh Sha Kanjoor Anandan Sahil Malik Srini Sistla Steve Wright www.it-ebooks.info Pro SharePoint 2013 Business Intelligence Solutions Copyright © 2013 by Manpreet Singh, Sha Kanjoor Anandan, Sahil Malik, Srini Sital and Steve Wright This work is subject to copyright All rights are reserved by the Publisher, whether the whole or part of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way, and transmission or information storage and retrieval, electronic adaptation, computer software, or by similar or dissimilar methodology now known or hereafter developed Exempted from this legal reservation are brief excerpts in connection with reviews or scholarly analysis or material supplied specifically for the purpose of being entered and executed on a computer system, for exclusive use by the purchaser of the work Duplication of this publication or parts thereof is permitted only under the provisions of the Copyright Law of the Publisher’s location, in its current version, and permission for use must always be obtained from Springer Permissions for use may be obtained through RightsLink at the Copyright Clearance Center Violations are liable to prosecution under the respective Copyright Law ISBN-13 (pbk): 978-1-4302-5893-3 ISBN-13 (electronic): 978-1-4302-5894-0 Trademarked names, logos, and images may appear in this book Rather than use a trademark symbol with every occurrence of a trademarked name, logo, or image we use the names, logos, and images only in an editorial fashion and to the benefit of the trademark owner, with no intention of infringement of the trademark The use in this publication of trade names, trademarks, service marks, and similar terms, even if they are not identified as such, is not to be taken as an expression of opinion as to whether or not they are subject to proprietary rights While the advice and information in this book are believed to be true and accurate at the date of publication, neither the authors nor the editors nor the publisher can accept any legal responsibility for any errors or omissions that may be made The publisher makes no warranty, express or implied, with respect to the material contained herein President and Publisher: Paul Manning Lead Editor: Jonathan Hassell Development Editor: James Markham Technical Reviewer: Doug Ortiz Editorial Board: Steve Anglin, Mark Beckner, Ewan Buckingham, Gary Cornell, Louise Corrigan, Morgan Ertel, Jonathan Gennick, Jonathan Hassell, Robert Hutchinson, Michelle Lowman, James Markham, Matthew Moodie, Jeff Olson, Jeffrey Pepper, Douglas Pundick, Ben Renow-Clarke, Dominic Shakeshaft, Gwenan Spearing, Matt Wade, Tom Welsh Coordinating Editor: Katie Sullivan Copy Editor: Roger LeBlanc Compositor: SPi Global Indexer: SPi Global Artist: SPi Global Cover Designer: Anna Ishchenko Distributed to the book trade worldwide by Springer Science+Business Media New York, 233 Spring Street, 6th Floor, New York, NY 10013 Phone 1-800-SPRINGER, fax (201) 348-4505, e-mail orders-ny@springer-sbm.com, or visit www.springeronline.com Apress Media, LLC is a California LLC and the sole member (owner) is Springer Science + Business Media Finance Inc (SSBM Finance Inc) SSBM Finance Inc is a Delaware corporation For information on translations, please e-mail rights@apress.com, or visit www.apress.com Apress and friends of ED books may be purchased in bulk for academic, corporate, or promotional use eBook versions and licenses are also available for most titles For more information, reference our Special Bulk Sales–eBook Licensing web page at www.apress.com/bulk-sales Any source code or other supplementary materials referenced by the author in this text is available to readers at www.apress.com For detailed information about how to locate your book’s source code, go to www.apress.com/source-code/ www.it-ebooks.info To my parents and my wife And to my grandfather, Captain Jagat Singh, who couldn’t be here to see this day — Manpreet Singh www.it-ebooks.info Contents About the Authors��xiii About the Technical Reviewer�� xv Acknowledgments�� xvii Introduction�� xix ■■Chapter 1: Business Intelligence Basics��1 What Will You Learn?��1 Software Prerequisites��1 Introduction to Business Intelligence��2 Why Intelligence?��3 Understanding BI��3 OLTP vs OLAP��4 Online Transaction Processing System�� Online Analytical Processing System�� The BI Foundation��16 Data Warehouses�� 16 Data Marts�� 17 Decision Support Systems and Data Mining�� 18 Tools��18 SQL Server Management Studio�� 19 SQL Server Data Tools �� 20 SQL Server 2012 Analysis Services Tabular Model��54 vii www.it-ebooks.info ■ Contents SharePoint and Business Intelligence��54 What’s New in SharePoint 2013?�� 54 Summary��56 What’s Next?��57 ■■Chapter 2: Visio Services��59 What Will You Learn?��59 Software Prerequisites��59 Introduction to Visio Services��60 Why Visio?��60 Presenting Visio Services��61 Setting Up Visio Services�� 61 Visio Services Features�� 67 Architecture�� 70 The Visio 2013 Client’s Data Tab��71 Link Data to Shapes�� 72 Data Graphics�� 73 Automatically Link�� 76 Refresh All�� 78 Insert Legend�� 79 Shape Data Window�� 80 External Data window�� 81 Integrating Visio with SharePoint��81 Using the Visio Web Access Web Part�� 89 Visio Web Access Web Part Connections�� 91 Using a SQL Server Data Source�� 94 Secure Store Services��99 Configuring Secure Store Services�� 99 Using Visio with SQL Server and SSS�� 104 Visio Services JavaScript Mashup API��106 Understanding the assets.js Code�� 110 viii www.it-ebooks.info ■ Contents Working with SharePoint Designer 2013��111 Creating Your Own Custom Data Providers��119 Administration of Visio Services��137 Creating a New Visio Graphics Service Application�� 138 Deleting an Existing Visio Graphics Service Application�� 138 List all Existing Visio Graphics Service Applications�� 138 Creating a New Visio Graphics Service Application Proxy�� 138 Delete an Existing Visio Graphics Service Application Proxy�� 138 List All Existing Visio Graphics Service Application Proxies�� 139 Setting Up Visio Graphics Service Global Settings�� 139 Setting Up a Graphics Service Trusted Data Provider�� 139 Factors Affecting the Performance of Visio Services�� 140 Summary��140 What’s Next?��141 ■■Chapter 3: Reporting Services��143 What Will You Learn in This Chapter?��143 Software Prerequisites��143 Introduction to Reporting Services��144 Architecture��144 Choosing the Right SSRS Mode�� 146 Setting Up the Infrastructure��146 Reporting Services Add-in Features�� 149 Reporting Services Local Mode vs Connected Mode�� 149 Report Life Cycle�� 150 Data Source Management��150 Authoring Tools��151 Building and Publishing a Basic Report��151 Using Report Builder to Edit a Published Report�� 160 Loading Reports Using the Report Viewer Web Part�� 165 Reporting Services Content Types�� 167 ix www.it-ebooks.info ■ Contents Creating a Report Data Source�� 168 Subscription to Reports�� 169 Integration with a SharePoint List�� 174 Power View��176 Creating a Power View Report�� 176 Interacting with Power View Reports�� 182 Summary��186 What’s Next?��186 ■■Chapter 4: Business Connectivity Services��187 What Will You Learn in This Chapter?��187 Software Prerequisites��187 BCS Terminology��188 Introduction to BCS Concepts��188 Setting Up Business Data Connectivity Services��189 Set Up a New BDC Service Application�� 190 BDC Models View�� 192 External Systems View�� 194 External Content Types View�� 194 Tools Decision Tree��198 External Content Types��198 Creating Your First ECT Using SharePoint Designer�� 199 Authoring an ECT Using Visual Studio with a NET Connector��210 Creating an ECT Using SharePoint Designer and a NET Type��224 BDC Runtime��226 Integration with Office Applications��230 Integration with Office Word�� 230 App-Scoped ECTs��234 Working with OData Sources�� 234 PowerShell Commands��242 x www.it-ebooks.info ■ Contents Summary��245 What’s Next?��245 ■■Chapter 5: Excel Services��247 What Will You Learn in This Chapter?��247 Software Prerequisites��247 Introduction��248 Architecture�� 248 Setting Up Excel Services��249 Global Settings�� 252 Trusted File Locations�� 254 Trusted Data Providers�� 257 Trusted Data Connection Libraries�� 257 User-Defined Function Assemblies�� 258 Data Model Settings�� 258 Authoring Your First Excel Sheet and Publishing It to Excel Services��259 What’s New in Excel Services 2013�� 261 Backup and Recovery Operation�� 261 Authoring and Publishing�� 261 Excel Services REST API��266 Excel Services OData API�� 270 Excel Services SOAP API��271 Excel Services and SSAS��276 Configuring Secure Store Services�� 276 Interacting with Excel Services Workbook�� 285 Data Connection�� 286 PowerPivot for Excel��287 Setting Up PowerPivot�� 289 Excel Services and ECMAScript��300 Summary��303 What’s Next?��303 xi www.it-ebooks.info ■ Contents ■■Chapter 6: PerformancePoint Services��305 What Will You Learn?��305 Software Prerequisites��305 Introduction to PerformancePoint Services��306 PerformancePoint Services Architecture��306 Service Components and Interfaces�� 306 Securing PerformancePoint Solutions�� 309 Business Intelligence Solution Components�� 309 Setting Up PerformancePoint Services��319 Application Settings�� 321 Trusted Data Source Locations�� 326 Trusted Content Locations�� 328 Authoring and Publishing PerformancePoint Solutions��329 Deploying the Business Intelligence Center�� 330 Creating a Dashboard Designer Workspace�� 333 Creating a Data Source�� 333 Creating Key Performance Indicators�� 338 Creating a Scorecard�� 352 Creating Filters�� 358 Creating Reports�� 367 Creating a Dashboard�� 373 Deploying the Solution to SharePoint, and Exploring�� 379 Advanced Report Types��384 Create an Excel Services Report�� 385 Create a Strategy Map Report�� 401 Summary��410 Index��411 xii www.it-ebooks.info About the Authors Manpreet Singh is a software consultant and an author with extensive expertise in developing Business Intelligence solutions with Microsoft SharePoint Manpreet has been working on Microsoft Technologies for the last years He works primarily on the design and development of NET-centric Business Intelligence solutions based on the Microsoft Business Intelligence stack and has been a part of some of the largest implementations of MS BI Stack Manpreet is currently working with a software consulting company at Hyderabad, India These days he is experimenting with BI apps for Windows and HDInsight (Microsoft’s Big Data implementation) Manpreet can be reached at manpreet.singh3@hotmail.com Sha Kanjoor Anandan is a SQL BI Consultant with over 12 years of experience in building Business Intelligence and data-centric applications using SQL Server His core skills are around dimension modeling, OLAP systems, and data visualizations Over the last few years, he has helped several enterprise customers across the globe in building large-scale, end-to-end BI solutions using Microsoft technologies He has in-depth knowledge of SQL Analysis Services and MDX Queries Sha is one of only 50 certified SSAS Maestros (BI MCM) worldwide SSAS Maestro is the highest level of certification available for Microsoft SQL BI professionals xiii www.it-ebooks.info ■ About the Authors Sahil Malik is the founder of Winsmarts.com and has been a Microsoft MVP and INETA Speaker for many years He is the author of various books and articles in both the NET and SharePoint space, and he is a consultant and trainer who delivers training and talks at conferences internationally Sahil has trained for the best names in the Microsoft technology space and has architected and delivered SharePoint-based solutions for extremely high-profile clients Srini Sistla is a Microsoft Certified Technology Specialist, INETA and regional user-group speaker, blogger and author for various SharePoint books with over 13 years of experience in architecting, designing, and implementing IT solutions on a variety of platforms and domains Srini’s core skills have always involved Microsoft technologies, especially in the SharePoint space, and he also has solid experience in building both Windows- and Web-based solutions His expertise in SharePoint includes Business Intelligence, ECM, SharePoint Apps, security, and branding Steve Wright is a Senior Manager in Business Information Management (BIM) for Sogeti USA, LLC in Omaha, Nebraska Over the last 20+ years, Steve has worked on air traffic control, financial, insurance, and a multitude of other types of systems He enjoys speaking at user-group meetings and similar events and holds 45 different Microsoft certifications Steve has authored and performed technical reviews for many previous titles covering Microsoft products, including Windows, SharePoint, SQL Server, and BizTalk For the last several years, he has focused on building highly-customized SharePoint-based Business Intelligence solutions xiv www.it-ebooks.info About the Technical Reviewer Doug Ortiz is an Independent Consultant whose skill set encompasses multiple platforms, such as NET, SharePoint, Office, and SQL Server He possesses a Master’s Degree in Relational Databases and has over 20 years of experience in Information Technology Of those years of experience, half are within NET and SharePoint His roles have ranged from Architecture, Implementation, Administration, Disaster Recovery, Migrations, and Development and Automation of Information Systems in and outside of SharePoint He is the founder of Illustris, LLC and can be reached at dougortiz@illustris.org Some interesting aspects of his professional experience include: • Has experience integrating multiple platforms and products with the purpose of sharing data • Has improved, salvaged, and architected projects by utilizing unique and innovative techniques His hobbies include yoga and scuba diving xv www.it-ebooks.info Acknowledgments We would like to thank the entire Apress team, especially Jonathan Hassell, Jill Balzano, Mark Powers, James Markham, Doug Ortiz, and Roger LeBlanc Our special thanks to Katie Sullivan, who left no stone unturned to ensure that things went as planned Sorry Katie, we know we really made your life difficult at times by missing a few deadlines Jokes aside, we really appreciate and are thankful for all your patience and the time you spent ensuring that we stick to the schedule Because of you only, we feel that this edition of the book is seeing the light of the day Most importantly, we would like to thank our families, who supported us morally and encouraged us to keep going, especially during the times when we felt things were heading southward due to our busy schedules Writing a book is not an easy task, especially when one has professional and personal commitments to meet This book would definitely not have been possible without the support and sacrifice of our wonderful families —Manpreet and Sha xvii www.it-ebooks.info ... www.it-ebooks.info Chapter ■ Business Intelligence Basics For example, if (Region.East, Time.[Quarter 4], Product.Prod1) is one of your tuples, and (Region.East, Time.[Quarter 1], Product.Prod2) is the second,... Project From the available project types, choose Integration Services (under Business Intelligence Projects), and from the Templates choose Integration Services Project Provide the necessary details... Server 2012 Business Intelligence project templates for Visual Studio 2012 Hence, we use Visual Studio 2010 throughout this book to develop BI projects, and Visual Studio 2012 to develop solutions

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