Singh / Anandan / Malik Pro SharePoint 2013 Business Intelligence Solutions

1. Auflage 2013
ISBN: 978-1-4302-5894-0
Verlag: APRESS
Format: PDF
Kopierschutz: 1 - PDF Watermark

E-Book, Englisch, 432 Seiten, eBook

To get ahead in today's hyper-competitive marketplace, your business has to take advantage of the data you already have and mine that data to give you new insight, metrics, and clues to what drives successful customer interactions. In Pro SharePoint 2013 Business Intelligence Solutions , you'll learn exactly how to unlock that magic, build business intelligence facilities on SharePoint, and glean insights from data to propel your business to the next level. To understand the various business intelligence offerings in SharePoint 2013, you need to understand the core SQL Server business intelligence concepts, and the first part of the book presents a comprehensive tutorial on those fundamentals. Pro SharePoint 2013 Business Intelligence Solutions then focuses on specific SharePoint business intelligence investments including: Visio Services Excel Services SQL Server Reporting Services Business Connectivity Services Power View and PerformancePoint Services Authors Manpreet Singh, Sha Anandan, Sahil Malik, and Steve Wright walk you through all of this material comprehensively in practical, hands-on format, with plenty of examples to empower you to use these products in your real-life projects. As compelling as SharePoint and SQL Server business intelligence are together, the challenge always has been finding people who understand both SharePoint and SQL Server well enough to deliver such business intelligence solutions. With this book in hand, you become part of that select group. Get your copy of Pro SharePoint 2013 Business Intelligence Solutions today!

Zielgruppe

Popular/general

Autoren/Hrsg.

Singh, Manpreet

Anandan, Sha

Malik, Sahil

Sistla, Srini

Wright, Steve

LLC, Winsmarts

Inhaltsverzeichnis

1;Contents at a Glance;3
2;Contents;423
3;About the Authors;429
4;About the Technical Reviewer;431
5;Acknowledgments;432
6;Introduction;4
7;Chapter 1: Business Intelligence Basics;5
7.1;What Will You Learn?;5
7.2;Software Prerequisites;5
7.3;Introduction to Business Intelligence;6
7.4;Why Intelligence?;7
7.5;Understanding BI;7
7.6;OLTP vs. OLAP;8
7.6.1;Online Transaction Processing System;8
7.6.2;Online Analytical Processing System;11
7.6.2.1;The Unified Dimensional Model and Data Cubes;12
7.6.2.2;Facts and Dimensions;14
7.6.2.3;Extract, Transform, and Load;16
7.6.2.4;Need for Staging;16
7.6.2.5;Transformation;17
7.6.2.6;MDX Scripting;18
7.6.2.6.1;Tuples and Sets;19
7.6.2.7;Putting It All Together;20
7.7;The BI Foundation;20
7.7.1;Data Warehouses;20
7.7.2;Data Marts;21
7.7.3;Decision Support Systems and Data Mining;22
7.8;Tools;22
7.8.1;SQL Server Management Studio;23
7.8.2;SQL Server Data Tools;24
7.8.2.1;Transforming OLTP Data Using SSIS;25
7.8.2.2;Creating Cubes Using SSAS;44
7.8.2.3;Final Pointers for Migrating OLTP Data to OLAP;57
7.9;SQL Server 2012 Analysis Services Tabular Model;58
7.10;SharePoint and Business Intelligence;58
7.10.1;What’s New in SharePoint 2013?;58
7.10.1.1;Visio Services;59
7.10.1.2;Reporting Services and Power View;59
7.10.1.3;PerformancePoint Services;59
7.10.1.4;Excel and PowerPivot;59
7.10.1.5;Business Connectivity Services;60
7.11;Summary;60
7.12;What’s Next?;61
8;Chapter 2: Visio Services;62
8.1;What Will You Learn?;62
8.2;Software Prerequisites;62
8.3;Introduction to Visio Services;63
8.4;Why Visio?;63
8.5;Presenting Visio Services;64
8.5.1;Setting Up Visio Services;64
8.5.2;Visio Services Features;70
8.5.3;Architecture;73
8.6;The Visio 2013 Client’s Data Tab;74
8.6.1;Link Data to Shapes;75
8.6.2;Data Graphics;76
8.6.3;Automatically Link;79
8.6.4;Refresh All;81
8.6.5;Insert Legend;82
8.6.6;Shape Data Window;83
8.6.7;External Data window;84
8.7;Integrating Visio with SharePoint;84
8.7.1;Using the Visio Web Access Web Part;92
8.7.2;Visio Web Access Web Part Connections;94
8.7.3;Using a SQL Server Data Source;97
8.8;Secure Store Services;102
8.8.1;Configuring Secure Store Services;102
8.8.2;Using Visio with SQL Server and SSS;107
8.9;Visio Services JavaScript Mashup API;109
8.9.1;Understanding the assets.js Code;113
8.10;Working with SharePoint Designer 2013;114
8.11;Creating Your Own Custom Data Providers;122
8.12;Administration of Visio Services;140
8.12.1;Creating a New Visio Graphics Service Application;141
8.12.2;Deleting an Existing Visio Graphics Service Application;141
8.12.3;List all Existing Visio Graphics Service Applications;141
8.12.4;Creating a New Visio Graphics Service Application Proxy;141
8.12.5;Delete an Existing Visio Graphics Service Application Proxy;141
8.12.6;List All Existing Visio Graphics Service Application Proxies;142
8.12.7;Setting Up Visio Graphics Service Global Settings;142
8.12.8;Setting Up a Graphics Service Trusted Data Provider;142
8.12.9;Factors Affecting the Performance of Visio Services;143
8.13;Summary;143
8.14;What’s Next?;144
9;Chapter 3: Reporting Services;145
9.1;What Will You Learn in This Chapter?;145
9.2;Software Prerequisites;145
9.3;Introduction to Reporting Services;146
9.4;Architecture;146
9.4.1;Choosing the Right SSRS Mode;148
9.5;Setting Up the Infrastructure;148
9.5.1;Reporting Services Add-in Features;151
9.5.2;Reporting Services Local Mode vs. Connected Mode;151
9.5.3;Report Life Cycle;152
9.6;Data Source Management;152
9.7;Authoring Tools;153
9.8;Building and Publishing a Basic Report;153
9.8.1;Using Report Builder to Edit a Published Report;162
9.8.2;Loading Reports Using the Report Viewer Web Part;167
9.8.3;Reporting Services Content Types;169
9.8.4;Creating a Report Data Source;170
9.8.5;Subscription to Reports;171
9.8.6;Integration with a SharePoint List;176
9.9;Power View;178
9.9.1;Creating a Power View Report;178
9.9.2;Interacting with Power View Reports;184
9.10;Summary;188
9.11;What’s Next?;188
10;Chapter 4: Business Connectivity Services;189
10.1;What Will You Learn in This Chapter?;189
10.2;Software Prerequisites;189
10.3;BCS Terminology;190
10.4;Introduction to BCS Concepts;190
10.5;Setting Up Business Data Connectivity Services;191
10.5.1;Set Up a New BDC Service Application;192
10.5.2;BDC Models View;194
10.5.2.1;Import, Export, and Delete;194
10.5.2.2;Set Object Permissions;195
10.5.2.3;Set Metadata Store Permissions;195
10.5.3;External Systems View;196
10.5.3.1;Settings;196
10.5.3.2;Delete;196
10.5.4;External Content Types View;196
10.5.4.1;Configure;196
10.5.4.2;Create or Upgrade;196
10.5.4.2.1;Business Connectivity Services Layer;198
10.5.4.2.2;External System Layer;199
10.5.4.2.3;Office Client Layer;199
10.6;Tools Decision Tree;200
10.7;External Content Types;200
10.7.1;Creating Your First ECT Using SharePoint Designer;201
10.7.1.1;Configure External Content Type Permissions;207
10.7.1.2;Configure ECT Data Connections with Secure Store Service;209
10.8;Authoring an ECT Using Visual Studio with a .NET Connector;212
10.9;Creating an ECT Using SharePoint Designer and a .NET Type;226
10.10;BDC Runtime;228
10.11;Integration with Office Applications;232
10.11.1;Integration with Office Word;232
10.12;App-Scoped ECTs;236
10.12.1;Working with OData Sources;236
10.13;PowerShell Commands;244
10.14;Summary;247
10.15;What’s Next?;247
11;Chapter 5: Excel Services;248
11.1;What Will You Learn in This Chapter?;248
11.2;Software Prerequisites;248
11.3;Introduction;249
11.3.1;Architecture;249
11.4;Setting Up Excel Services;250
11.4.1;Global Settings;253
11.4.1.1;Security;253
11.4.1.2;Load-Balancing Scheme;254
11.4.1.3;Session Management: Maximum Sessions per User;254
11.4.1.4;Memory Utilization;254
11.4.1.5;Workbook Cache;255
11.4.1.6;External Data;255
11.4.2;Trusted File Locations;255
11.4.2.1;Location;256
11.4.2.2;Session Management;256
11.4.2.3;Workbook Properties;256
11.4.2.4;Calculation Behavior;257
11.4.2.5;External Data;257
11.4.2.6;User-Defined Functions Allowed;258
11.4.3;Trusted Data Providers;258
11.4.4;Trusted Data Connection Libraries;258
11.4.5;User-Defined Function Assemblies;259
11.4.6;Data Model Settings;259
11.5;Authoring Your First Excel Sheet and Publishing It to Excel Services;260
11.5.1;What’s New in Excel Services 2013;262
11.5.2;Backup and Recovery Operation;262
11.5.3;Authoring and Publishing;262
11.6;Excel Services REST API;267
11.6.1;Excel Services OData API;271
11.7;Excel Services SOAP API;272
11.8;Excel Services and SSAS;277
11.8.1;Configuring Secure Store Services;277
11.8.2;Interacting with Excel Services Workbook;286
11.8.3;Data Connection;287
11.9;PowerPivot for Excel;288
11.9.1;Setting Up PowerPivot;290
11.10;Excel Services and ECMAScript;301
11.11;Summary;304
11.12;What’s Next?;304
12;Chapter 6: PerformancePoint Services;305
12.1;What Will You Learn?;305
12.2;Software Prerequisites;305
12.3;Introduction to PerformancePoint Services;306
12.4;PerformancePoint Services Architecture;306
12.4.1;Service Components and Interfaces;306
12.4.1.1;SharePoint Content Lists and Libraries;308
12.4.1.2;PerformancePoint Service Databases;308
12.4.1.3;SQL Server Analysis Services (SSAS) Cubes;308
12.4.1.4;Other Reporting Data Sources;308
12.4.2;Securing PerformancePoint Solutions;309
12.4.3;Business Intelligence Solution Components;309
12.4.3.1;BI Component Types;309
12.4.3.1.1;Dashboards;309
12.4.3.1.2;Indicators and Key Performance Indicators;311
12.4.3.1.3;Data Sources;313
12.4.3.1.4;Filters;313
12.4.3.1.5;Scorecards;314
12.4.3.1.6;Reports;315
12.4.3.2;PerformancePoint SharePoint Components;317
12.4.3.2.1;PPS Content Types;317
12.4.3.2.2;List and Library Templates;317
12.4.3.2.3;Web Parts;318
12.4.3.2.4;Business Intelligence Center Site Template;318
12.4.3.2.5;Features;319
12.5;Setting Up PerformancePoint Services;319
12.5.1;Application Settings;321
12.5.1.1;Secure Store and Unattended Service Account;322
12.5.1.2;Comments;322
12.5.1.3;Cache;323
12.5.1.4;Analysis Services EffectiveUserName;323
12.5.1.5;Data Sources;323
12.5.1.6;Filters;323
12.5.1.7;Select Measure Control;324
12.5.1.8;Show Details;324
12.5.1.9;Decomposition Tree;325
12.5.2;Trusted Data Source Locations;326
12.5.3;Trusted Content Locations;328
12.6;Authoring and Publishing PerformancePoint Solutions;329
12.6.1;Deploying the Business Intelligence Center;330
12.6.2;Creating a Dashboard Designer Workspace;333
12.6.3;Creating a Data Source;333
12.6.4;Creating Key Performance Indicators;338
12.6.5;Creating a Scorecard;352
12.6.6;Creating Filters;358
12.6.7;Creating Reports;367
12.6.8;Creating a Dashboard;373
12.6.9;Deploying the Solution to SharePoint, and Exploring;379
12.7;Advanced Report Types;384
12.7.1;Create an Excel Services Report;385
12.7.2;Create a Strategy Map Report;401
12.8;Summary;410
13;Index;411

Über Autor(innen)

Manpreet Singh has been working on Microsoft Technologies for the last 5 years. At present he is working with Microsoft as a Consultant. Manpreet has an expertise in developing Business Intelligence solutions on Microsoft SharePoint. Along with Sha, he has been a part of some of the largest implementation of BI. He recently co-authored a book on SharePoint 2010 Development which was published by Pearson - SAMS Publishing earlier this year. One of his articles on Extension of SQL Server Reporting Services was published in Jan -2012 issue of the MSDN Magazine as a featured column.