www.it-ebooks.info www.it-ebooks.info ffffiirrss..iinndddd iivv 1111//1188//22001111 1122::4400::0066 PPMM ø SHAREPOINT 2010 BUSINESS INTELLIGENCE 24-HOUR TRAINER INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxix (cid:3) 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 (cid:3) 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 (cid:3) 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 www.it-ebooks.info ffffiirrss..iinndddd ii 1111//1188//22001111 1122::4400::0066 PPMM (cid:3) 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 (cid:3) 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 (cid:3) 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 (cid:3) 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 Kickoff Plan . . .365 APPENDIX What’s on the DVD? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .371 INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375 www.it-ebooks.info ffffiirrss..iinndddd iiii 1111//1188//22001111 1122::4400::0066 PPMM ø SharePoint 2010 Business Intelligence 24-HOUR TRAINER www.it-ebooks.info ffffiirrss..iinndddd iiiiii 1111//1188//22001111 1122::4400::0066 PPMM www.it-ebooks.info ffffiirrss..iinndddd iivv 1111//1188//22001111 1122::4400::0066 PPMM ø SharePoint 2010 Business Intelligence 24-HOUR TRAINER Adam Jorgensen Mark Stacey Devin Knight Patrick LeBlanc Brad Schacht www.it-ebooks.info ffffiirrss..iinndddd vv 1111//1188//22001111 1122::4400::0066 PPMM ø SharePoint 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. www.it-ebooks.info ffffiirrss..iinndddd vvii 1111//1188//22001111 1122::4400::0088 PPMM 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 www.it-ebooks.info ffffiirrss..iinndddd vviiii 1111//1188//22001111 1122::4400::0088 PPMM www.it-ebooks.info ffffiirrss..iinndddd vviiiiii 1111//1188//22001111 1122::4400::0088 PPMM