Microsoft SharePoint 2010 Business Intelligence

Table of Contents
Introduction 1
How This Book Is Organized
What This Book Does Not Cover
Expanding Your Knowledge
Part I Getting Started
1 Introduction to the Business Intelligence Center in SharePoint 2010 7
Planning for Your Business Intelligence Center
Server Prerequisites and Licensing Considerations
Choosing BI Tools
Creating and Configuring Your Business Intelligence Center
Creating a New Site Collection Using the Business
Intelligence Center Site Collection Template
Reviewing the Business Intelligence Center
Reviewing Features Enabled for BI
Creating a New Subsite Using the Business Intelligence Center
Site Template
Summary
Best Practices
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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

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