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©2010 Microsoft Corporation. All rights reserved. RTM Content - Published May 2010

Advanced IT Pro Training


Business Intelligence Features in SharePoint 2010

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Microsoft SharePoint 2010The business collaboration platform for the Enterprise and the Web

Connect and Empower People

Cut Costs with a Unified Infrastructure

Rapidly Respond to Business Needs

Communities

Search

Sites

Composites

ContentInsights


Session Objectives And TakeawaysSession Objective(s):

SharePoint Server 2010 BI OverviewExcel Services 2010 & Excel Web App 2010PowerPivot & SharePoint Server 2010PerformancePoint 2010SSRS & SharePoint Server 2010Visio ServicesBusiness Intelligence Indexing Connector

Key TakeawaysMore Business Intelligence FeaturesMore Web-based Dashboard, Reports, & AdminEasier Management & Administration


BI & SharePoint 2010

5

Tool Scenario

Excel 2010 End-user data creation, manipulation, and analysis

Excel Services Share with large number of users; protect IP, offload processing

PerformancePoint Services

Dashboards, scorecards, and key performance indicators (KPIs)

ECS & PowerPivot

Work with large, heterogeneous data sources directly in Excel

SQL Reporting Services

Create & Process Custom Reports

Visio ServicesBuilding a visual representation of business structures that are bound to data.


SharePoint 2010 BI Architecture


Excel in the BrowserSharePoint Server 2010

Excel ServicesArchitecture & ConfigurationProgrammability

Excel Web ApplicationWeb SpreadsheetsFeatures & Functionality


Excel Services 2010Microsoft SharePoint 2010 Ignite


Microsoft OfficeExcel 2007

Thin Renderingin Browser

View and Interact

CustomApplications

Web ServicesAccess

Excel 2007Client

Open Spreadsheet or Snapshot

Author and Publish Spreadsheets

Authoring Exploration and Consumption

Excel Services: 2007 Refresher


Excel Services & Excel Web App 2010Share and manage workbooks

Excel

Thin renderingin browser

View, Interact, Create, Edit

Customapplications

Web Services,REST API,JavaScript OM

Excel

Download a Copy or Snapshot, Open for editing

Author and Publish Spreadsheets

Authoring Exploration and Consumption


Excel Services 2010 More Business Intelligence & ProgrammabilityBroader support for workbooks &

featuresDisplay previously compatible workbooksClient look & feel on the Web

Improved programmabilityREST API, Web Services API, JavaScript OMEmbed Excel components into other websitesSimple interface empowering users

Simplified AdministrationPowerShell SupportBetter performance and scale


Excel Services 2010 ArchitectureTiers

Web Front EndApplication Server

ConfigurationsSimple - Single ServerComplex – Multiple Servers (Scale Up and/or Out)

Security Provided by SharePointPerformance and Scalability

Optimized for Multi-User AccessCaching at Multiple Levels (sheets, external data, etc.)Allow/Disallow Data RefreshSettings to Limit Workbook Size or Request Duration


External Data Sources

REST APIExcel Web Services

Excel Web Access

JSOM

W E B F R O N T E N D

SharePoint Content Database

XLSX / b / m

User-Defined

FunctionsExcel Calculation Service

A P P L I C A T I O N S E R V E R

Excel Proxy

Excel Services 2010 Architecture


Excel Services Administration

InstallationIncluded with SharePoint eCalDefault settings – works out of boxPart of Farm Configuration Wizard

Service ApplicationDelegated AdministrationDefault Proxy GroupProxy vs. Application



Global SettingsEntire service

Trusted Locations SettingsPer file location (Site, portal, doc lib, etc)Types: UNC, HTTP, SharePointAll SharePoint trusted out of the box with data refresh



PowerShellGet/Set/New/Remove

New settings for controlling new featuresClaims

No more Kerberos between SharePoint componentsKerberos used between SharePoint and data

Unattended Account – stored in Secure Store Service


Excel Services 2010

demo Administration


ProgrammabilityExcel Services 2010


Programmability OverviewWeb Services API

Automate worksheet operationsREST API

URL access to worksheet models and objects

JavaScript Object Model (JSOM)Control of the user experience and reactions to users

Deep-Dive into Excel Services 2010 Programmability covered in Ignite Developer Track*


Excel Services 2010 REST APIMakes it possible to access & embed

excel data and charts via a simple URLNo need to write/deploy custom code Security Permissions EnforcedCompletely Dynamic – As workbook data changes, so does content (upon refresh)Many potential uses for this

Dashboards, Web pages, mash ups, etc., etc.

20


Excel Services 2010

demo REST API


JavaScript Object Model (JSOM)

Add JavaScript code on a Web Part page to programmatically interact with Excel Web Access Web PartsFunctionality includes

JSOM events that are raised when users edit a cell, change the active selection or active cell, and when the workbook has finished renderingUse JSOM to set/get values and to drive the UI (scroll to a range, switch between named items or sheets)


Excel Web Application 2010Microsoft SharePoint 2010 Ignite

23


Excel Web AppExcel in the Browser

High Fidelity with Excel ClientModes: View & EditMulti-user co-authoringSave / Save As

AJAX Enabled Interactive GridData EntryFormulasBasic FormattingTables (+ sort, filter)Interact with PivotTables and Charts

Not SupportedCreate Chart, PivotTableQuery Tables


Excel Web ApplicationExcel in the Browser and SharePoint 2010

Excel Web App provides a subset of features of the Excel clientSeparate install SharePoint Foundation/Server

Installs the Word Viewing, PowerPoint, and Excel Calculation Services Service Application OptionsStart the Service Instance (services on server)Create & Configure the Service ApplicationActivate the Office Web Apps Feature

Excel Web App Architecture & Administration consistent with Excel Services


Co-AuthoringBrowser-Based Co-authoring of Excel WorkbooksEdit Web Spreadsheets (Excel

Workbooks) in the BrowserMultiple users can edit; updated values appear in each user’s browser as changes are made

Users will see latest data in their browserChanges will be auto-saved back to original workbookChecking out workbook applies an exclusive lock, thus guaranteeing non-collaborative authoring


Excel Web App 2010

demo


PowerPivot for ExcelPowerPivot for SharePoint

Microsoft SharePoint 2010 Ignite


SQL Server PowerPivot OverviewPowerPivot for Excel

Import a much larger scale of data into a single Excel workbooks (.xlsx file)Import data from multiple data sources, and use the PowerPivot data relationship layer to treat data as a single data sourceWork with PowerPivot data directly in Excel

PowerPivot for SharePointWorks with Excel Calculation ServicesMakes it possible for SharePoint to render PowerPivot Workbooks


PowerPivot for SharePointArchitecture Components

PowerPivot components installed on Application Server(s) in the SharePoint farmPowerPivot Web Service installed on WFEPowerPivot Service Application created

How it worksUser requests PowerPivot Workbook from farmExcel Services manages local workbook processing (i.e. non-PowerPivot data)PowerPivot for SharePoint manages processing, compression, and memory management of PowerPivot Data


PowerPivot for SharePointArchitecture Diagram


PowerPivot for SharePointFarm Topology Example


PowerPivot & Excel Services Installation Considerations

Excel Services

Comes ‘in-the-box’; no additional bits neededIntegrated into SharePoint’s farm configuration wizardRequires eCal

PowerPivot

Requires Excel Services in the farm (but does not have to be installed on same machine as Excel Services)Only run install on the app servers where PowerPivot will be usedUses SQL Server setup


PowerPivot for SharePoint Installation & Configuration

PrerequisitesInstall SQL Server PowerPivot for SharePoint on Application ServerDeploy the PowerPivot Solution PackageCreate a new instance of the PowerPivot Service ApplicationEnsure Excel Services is configuredEnsure Secure Store Services SA is configuredUpdate Max Upload and Usage Data CollectionEnable PowerPivot Feature for Site Collections


PowerPivot for SharePointComponents installed on Farm

PowerPivot component Purpose LocationPowerPivot System Service and Analysis Services service

Queries and manages PowerPivot data in Excel workbooks

Service ApplicationWindows Service

PowerPivot Web service

Intercepts and directs HTTP requests to PowerPivot servers in the farm

Web Front End Server(s)

PowerPivot service application

A configured instance of a PowerPivot System Service

Application Server(s)

PowerPivot application database

PowerPivot Service Application configuration Farm Database Server(s)

PowerPivot content and libraries PowerPivot Workbooks

SharePoint Content Databases*Plan for scale*


SQL Server PowerPivot for SharePoint Server 2010

demo


PerformancePoint Services 2010Microsoft SharePoint 2010 Ignite


PerformancePoint Services (PPS)Dashboards

Deployed to SharePoint Filters, Scorecards, and Report Views

ScorecardsDynamic ScorecardsBalanced Scorecards

Report ViewsThin, Interactive Analytic Charts/GridsStrategy Maps, Excel Services, Reporting Services, and KPI Details

FiltersEmbedded Time Intelligence and Member Selection

Rich Analytic VisualizationsDecomposition Tree

Data SourcesAnalysis Services, SQL Server, Excel Services, PowerPivot and SharePoint lists

Extensibility


PPS ArchitectureShared Services and Deployment

WFE (Web Front End) and Application ServerPerformancePoint Web Services

Content Storage SharePoint Hierarchy - Web Applications, Site collections and SitesContent storage in Lists & Document LibrariesPerformancePoint Content Types

Security ModelTrusted LocationsSecure Store

Additional New FeaturesDecomposition Tree; Dashboard Designer


PPS 2010 Architecture


PerformancePoint Services AdministrationStart PerformancePoint Service on

Application Server(s)Start Secure Store Service on Application Server(s)

If Connection Group does not contain one already

Create PerformancePoint Service ApplicationConfigure Connection GroupConfigure Unattended Service Account for PPSCreate a new Business Intelligence Center Launch the Dashboard Designer


PerformancePoint Services 2010

demo Administration


SQL Server Reporting Services R2 & SharePoint Server 2010

Microsoft SharePoint 2010 Ignite


SSRS R2 & SharePoint 2010Two levels of integration

Native Mode with SharePoint Web PartsSharePoint Integrated Mode

Native ModeStorage 100% outside of SharePointSeparate security and management2 Web parts – Report Explorer & Viewer

SharePoint Integrated ModeUI for management, administrative, displayStorage in SharePoint & Reporting ServerSingle Security ModelSharePoint Versioning, History, Search, etc.Connect to other Web parts


SharePoint Integrated Mode

Installation & ConfiguringDetermine TopologySetup Reporting Services

Install using “Files Only” installationConfigure SharePoint Topology

If SSRS is separate server, install WFE roleConfigure SSRS in SharePoint

Install SSRS Add-in for SharePoint on 1 WFE via Installation WizardInstall SSRS Add-in using “files-only” mode for all other WFE serversConfigure SSRS in Central Administration


SharePoint 2010 WFE

SharePoint Object Model

SSRS 2008 R2

Report Server in SharePoint Mode (SSRS 2005 SP2, 2008,

2008 R2)

Security Extension

Data Management

SharePoint Object Model

Reporting Services Add-in

Report Viewer web

part

Report manageme

nt UI

SSRS Proxy

SharePoint Integrated ModeSSRS 2008 R2 Add-in

SharePoint Config & Content Databases

SSRS Report Database


SQL Server Reporting Services

demo Administration


Visio ServicesMicrosoft SharePoint 2010 Ignite


Visio Services Key FeaturesShare Diagrams in SharePoint• Visualize business intelligence with Visio diagrams• Diagrams can be viewed without having Visio client

installed• Full Fidelity rendering with Silverlight, or PNG

Connect Diagrams to Data• Use data graphics to build front ends for real-time business

intelligence solutions• Diagrams can be connected to various Data sources

Build Dashboards• Use Web Part Connections to integrate with other

SharePoint Web parts• Use the Mashup API to fully customize dashboards and

manipulate data


Visio Services AdministrationImplemented as Service Application

Start “Visio Graphics Services” on desired Application Server(s)Create New “Visio Graphics” Service Application in Central Administration or PowerShellConfigure Visio SA settings

Maximum Diagram Size; Min/Max Cache Age; Maximum Recalc Duration; External Data

Visio 2010 Pro/Premium required for publishing to SharePoint Server 2010Visio Services JavaScript Object Model

*Covered in detail in Ignite Developer course


Visio Services

demo Administration


BI Indexing ConnectorAdd-in to FAST Search Server for SharePointQuery and Crawl XLSX/XSLM and RDL reportsDedicated Reports tabUse filters to refine and narrow resultsBI Search identifies Table, Pivot Tables, and Chart DataCrawls data not visible in report using data connection


Detailed Report Information

Location of Search Term

Find Similar Reports

Report Preview


Configuration on Server

http://<SSRServer>/ReportServer


Architecture Overview

SharePointCrawler

FAST Server

SharePoint WFE

BI IFilter

Filters

BI Search Manager

Processors

Managed Service

IFilter interfaceUnmanaged binary

BI Filters

Pre-Processor

s

Managed Windows Service hosting filter

Data Sources used by Excel Pivot tables or Report Services reports

Office IFilter

Original Office IFilter dll appended with detailed information

Communication using Socket


Session SummaryKey Takeaways

More Business Intelligence FeaturesMore Web-based Dashboard, Reports, & AdminMore Programmability Features

Great BI Tools Available for SharePoint 2010

SharePoint Server 2010 BIExcel Services 2010 & Excel Web App 2010PowerPivot & SharePoint Server 2010PerformancePoint 2010SSRS & SharePoint Server 2010Visio ServicesBusiness Intelligence Indexing Connector


SharePoint 2010 BI ResourcesChoosing a Business Intelligence Tool

http://technet.microsoft.com/en-us/library/ff394320(office.14).aspx

Excel Services 2010 Overviewhttp://technet.microsoft.com/en-us/library/ee424405(office.14).aspx

Office Web Appshttp://technet.microsoft.com/en-us/library/ee855124(office.14).aspx

PowerPivot for SharePointhttp://technet.microsoft.com/en-us/library/ee210682(SQL.105).aspx

PerformancePoint Services Planninghttp://technet.microsoft.com/en-us/library/ee681486(office.14).aspx

Reporting Services & SharePoint Integration

http://technet.microsoft.com/en-us/library/ee210649(SQL.105).aspx

Visio Services Planninghttp://technet.microsoft.com/en-us/library/ee663482(office.14).aspx




http://technet.microsoft.com/en-us/library/ee424405(office.14).aspx



















© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after

the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

name title company microsoft sharepoint 2010 the business collaboration platform for the enterprise...

Documents

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powerpivot data

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