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SharePoint® 2010 Business Intelligence 24-Hour Trainer

Book Description

This unique book-and-video package introduces SharePoint® 2010 Business Intelligence

Learn to build and deliver SharePoint BI applications

Written by a team of leading SharePoint and Business Intelligence (BI) experts, this unique book-and-video package shows you how to successfully build and deliver BI applications using SharePoint 2010. Assuming no previous SharePoint experience, the authors deliver a clear explanation of what SharePoint will do for your BI and information management capabilities.

Each lesson in the book is reinforced with a helpful tutorial on the video and cover topics such as interactive reporting with Excel, document sharing for collaborative reporting, and controlling data sources. As you learn best practices for configuring and securing SharePoint 2010 BI applications and planning and implementing your SharePoint BI project plan, you'll be well on your way to gaining a solid foundation of understanding and working with SharePoint 2010 and BI.

  • Provides an invaluable training book-and-video package that takes you through building and delivering BI applications using SharePoint 2010

  • Features an accompanying video tutorial for each lesson covered in the book, along with a "Try It" section at the end of each lesson

  • Covers interactive reporting with excel

  • Covers Power Pivot advanced analytics

  • Details report and document sharing for collaborative reportingShows how to use SharePoint lists and libraries for data sources repositories in your BI projects

  • Explains how to control data sources, reports and business intelligence content with permissions and workflow approvals.

With this unique book-and-video combo, you'll be well on your way to successfully building and delivering BI applications using SharePoint 2010.

Table of Contents

  1. Cover Page
  2. Title Page
  3. Copyright
  4. Dedication
  5. ABOUT THE AUTHORS
  6. ABOUT THE TECHNICAL EDITOR
  7. CREDITS
  8. ACKNOWLEDGMENTS
  9. SHAREPOINT® 2010 BUSINESS INTELLIGENCE 24-HOUR TRAINER
  10. CONTENTS
  11. INTRODUCTION
    1. WHO THIS BOOK IS FOR
    2. HOW THIS BOOK IS STRUCTURED
    3. WHAT THIS BOOK COVERS
    4. INSTRUCTIONAL VIDEOS ON DVD
    5. CONVENTIONS
    6. SUPPORTING EXAMPLES AND CODE
    7. ERRATA
    8. P2P.WROX.COM
  12. SECTION I: Getting Started with SharePoint 2010
    1. 1: Why SharePoint for Business Intelligence?
      1. KICK START YOUR BUSINESS INTELLIGENCE
      2. SHAREPOINT FEATURES THAT ENHANCE YOUR BUSINESS
      3. EXTENDING OFFICE INTO SHAREPOINT
      4. CUSTOMIZING SHAREPOINT 2010 TO MATCH YOUR COMPANY
      5. TRY IT
    2. 2: SharePoint 2010 Technical Overview
      1. A NEW SHAREPOINT EXPERIENCE
      2. SAY GOODBYE TO SHARED SERVICE PROVIDERS
      3. IMPROVED AUTHENTICATION CONTROL
      4. ADDITIONAL SHAREPOINT FEATURES
      5. TRY IT
    3. 3: SharePoint Central Administration Overview
      1. WHAT IS CENTRAL ADMINISTRATION?
      2. BI SERVICE APPLICATIONS
      3. BASICS OF SITE MANAGEMENT
      4. TRY IT
    4. 4: Data Security Overview in SharePoint 2010
      1. MANAGED ACCOUNTS
      2. UNATTENDED SERVICE ACCOUNT
      3. OFFICE AUTHENTICATION OPTIONS
      4. BEST PRACTICES
      5. TRY IT
  13. SECTION II: Configuring SharePoint for Business Intelligence
    1. 5: Creating and Configuring Excel Services Applications
      1. CREATING AN EXCEL SERVICES APPLICATION
      2. ENABLING EXCEL SERVICES
      3. CONFIGURING EXCEL SERVICES SECURITY AND AUTHENTICATION
      4. REPORTING AND CACHING OPTIONS
      5. TRY IT
    2. 6: Creating and Configuring PerformancePoint Services Applications
      1. ENABLING PERFORMANCEPOINT SERVICES
      2. CONFIGURING PERFORMANCEPOINT SERVICES SECURITY AND AUTHENTICATION
      3. REPORTING AND CACHING OPTIONS
      4. TRY IT
    3. 7: Creating and Configuring Visio Services Applications
      1. CREATING A VISIO SERVICES APPLICATION
      2. ENABLING VISIO SERVICES
      3. CONFIGURING VISIO SERVICES SECURITY AND AUTHENTICATION
      4. REPORTING AND CACHING OPTIONS
      5. OTHER CONSIDERATIONS
      6. TRY IT
    4. 8: Creating and Configuring PowerPivot for SharePoint Services Applications
      1. SQL SERVER AND SHAREPOINT INSTALLATIONS
      2. POWERPIVOT AUTHENTICATION
      3. TESTING YOUR CONFIGURATION
      4. TRY IT
    5. 9: Creating Your First SharePoint Site for Business Intelligence
      1. UNDERSTANDING WEB APPLICATIONS, SITE COLLECTIONS, AND SITES
      2. CREATING A SITE IN SHAREPOINT 2010
      3. SITE OPTIONS AND TEMPLATES
      4. BUSINESS INTELLIGENCE SITES
      5. TRY IT
    6. 10: Configuring Reporting Services for SharePoint Integration
      1. CONFIGURING REPORTING SERVICES FOR SHAREPOINT INTEGRATED MODE
      2. CONFIGURING THE SHAREPOINT 2010 REPORTING SERVICES ADD-IN
      3. TESTING THE REPORTING SERVICES CONFIGURATION
      4. TRY IT
    7. 11: Implementing Business Connectivity Services in SharePoint
      1. WHAT IS BCS?
      2. BUSINESS CONNECTIVITY SERVICES VS. BDC
      3. DESIGN PRINCIPLES IN BCS
      4. INSTALLING AND CONFIGURING BCS
      5. CREATING A NEW BCS LIST IN SHAREPOINT 2010
      6. TRY IT
  14. SECTION III: Applying SharePoint 2010 Business Intelligence in Office
    1. 12: Developing and Deploying Excel Services Analytics Applications
      1. DEVELOPING AN EXCEL SERVICES REPORT
      2. DEPLOYING AND MANAGING EXCEL SERVICES REPORTS
      3. TRY IT
    2. 13: Developing and Deploying PowerPivot Analytics Applications
      1. CHOOSING THE RIGHT TOOL FOR THE JOB
      2. DEVELOPING A POWERPIVOT REPORT
      3. INTRODUCTION TO DATA ANALYSIS EXPRESSIONS (DAX)
      4. CREATING AND DEPLOYING REPORTS TO A POWERPIVOT GALLERY
      5. TRY IT
    3. 14: Developing and Deploying Visio Services Analytics Applications
      1. CREATING A DIAGRAM WITH DATA CONNECTIVITY
      2. DEVELOPING AN INTERACTIVE VISIO DIAGRAM FOR SHAREPOINT
      3. DEPLOYING A VISIO DIAGRAM
      4. TRY IT
  15. SECTION IV: Creating Advanced Analytics in SharePoint
    1. 15: Implementing Data Refresh in Excel Services and PowerPivot
      1. IMPLEMENTING AN EXCEL SERVICES DATA REFRESH
      2. SCHEDULING A POWERPIVOT DATA REFRESH
      3. MONITORING DATA REFRESH FAILURES
      4. TRY IT
    2. 16: Developing and Deploying PerformancePoint Analytic Reports
      1. TYPES OF REPORTS
      2. CREATING YOUR FIRST REPORT
      3. EXTENDING THE REPORT
      4. TRY IT
    3. 17: Developing and Deploying PerformancePoint Scorecards
      1. TERMINOLOGY
      2. CREATING KPIS
      3. USING DIFFERENT SOURCES FOR SCORECARDS
      4. CREATING AND FORMATTING A SCORECARD
      5. TRY IT
    4. 18: Creating and Deploying PerformancePoint Dashboards
      1. DASHBOARDS VS. WEB PART PAGES
      2. BUILDING A PERFORMANCEPOINT DASHBOARD
      3. ADDING INTERACTIVITY TO YOUR DASHBOARD
      4. TRY IT
    5. 19: Developing and Deploying PerformancePoint and SharePoint Filters
      1. PERFORMANCEPOINT FILTERS VS. SHAREPOINT FILTERS
      2. COMMON FILTERS
      3. TRY IT
    6. 20: Strategy Mapping with Visio and PerformancePoint
      1. WHY DO WE MAP STRATEGY?
      2. CREATING A STRATEGY MAP
      3. DEPLOYING AND TESTING A STRATEGY MAP
      4. TRY IT
    7. 21: Developing and Deploying Reporting Services Reports to SharePoint
      1. CREATING A REPORT USING BIDS
      2. CONFIGURING BIDS FOR SHAREPOINT DEPLOYMENT
      3. DEPLOYING A REPORT FROM BIDS TO SHAREPOINT
      4. TRY IT
  16. SECTION V: Branding and Managing Organizational Business Intelligence
    1. 22: Theming and Personalizing Your Business Intelligence Site
      1. THEMES IN SHAREPOINT: AN INTRODUCTION
      2. USING POWERPOINT TO CREATE SHAREPOINT THEMES
      3. NAVIGATING A SHAREPOINT SITE
      4. TRY IT
    2. 23: Using SharePoint Designer to Customize Master Pages
      1. INTRODUCTION TO SHAREPOINT DESIGNER
      2. MASTER PAGE CONCEPTS
      3. MASTER PAGES IN SHAREPOINT
      4. CSS IN MASTER PAGES
      5. TRY IT
    3. 24: Controlling Your Reporting with Versioning, Auditing, and Content Expiration
      1. SHAREPOINT GOVERNANCE AS APPLIED TO BUSINESS INTELLIGENCE
      2. REPORTING LIFECYCLE FOR SELF-SERVICE BI ENVIRONMENT
      3. USING ANALYTICS AND CONTENT EXPIRATION
      4. TRY IT
    4. 25: Managing Report Approval with SharePoint Workflow
      1. INTRODUCTION TO SHAREPOINT WORKFLOW
      2. BUILDING SIMPLE WORKFLOWS FOR REPORT APPROVAL
      3. USING VISIO TO BUILD WORKFLOWS
      4. TRY IT
    5. 26: Setting Up SharePoint Search to Catalog Analytics and Reports
      1. WHY DO YOU NEED SEARCH?
      2. TRY IT
  17. SECTION VI: Scaling SharePoint 2010 Business Intelligence
    1. 27: Managing and Optimizing SharePoint SQL Server Databases
      1. OVERVIEW OF SHAREPOINT 2010 DATABASES
      2. TYPES OF CONTENT IN THE SHAREPOINT 2010 DATABASES
      3. OPTIMIZATION TECHNIQUES FOR EACH CONTENT TYPE
      4. TRY IT
    2. 28: Tuning and Scaling SharePoint Service Applications
      1. TUNING AND SCALING PERFORMANCEPOINT
      2. TUNING AND SCALING EXCEL SERVICES
      3. TUNING AND SCALING POWERPIVOT
      4. TRY IT
  18. SECTION VII: Implementing SharePoint Business Intelligence in Your Organization
    1. 29: Planning Your SharePoint Business Intelligence Project
      1. PRIORITY DRIVERS
      2. TRY IT
    2. 30: Preparing Your Business Intelligence Implementation
      1. INFRASTRUCTURE CONCERNS
      2. STORAGE AND SQL CONCERNS
      3. LICENSING CONCERNS
      4. END-USER TECHNOLOGY
      5. TRY IT
    3. 31: Creating Your SharePoint Project Checklist and Kickoff Plan
      1. ROUND UP THE TROOPS
      2. PLAN THE SCHEDULE
      3. CHECKLIST CREATION 101
      4. PUTTING THINGS IN MOTION
      5. TRY IT
    4. APPENDIX: What's on the DVD?
      1. SYSTEM REQUIREMENTS
      2. USING THE DVD
      3. WHAT'S ON THE DVD
      4. TROUBLESHOOTING
      5. CUSTOMER CARE
  19. INDEX