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Index
Developing Business Intelligence Apps for SharePoint
Preface
Why You Need to Read This Book
Business Application Components
The Example Application
Conventions Used in This Book
Using Code Examples
Safari® Books Online
How to Contact Us
Acknowledgments
I.
1. SharePoint, Apps, and Business Intelligence
So What Does All This Have to Do with Business Intelligence?
2. Choosing the Right Tools for the Job
Technology Selection Goals
Solution Components
Visual Studio LightSwitch
SharePoint Server 2010-2013
SharePoint Development: Past, Present, and Future
Farm Solutions: SharePoint 2007
Sandbox Solutions and CSOM: SharePoint 2010
The Cloud App Model with Apps for SharePoint: SharePoint 2013
Our Strategy
SQL Server 2012 for Business Intelligence
Summary
3. Basic Concepts of Relational Database Design
Normalization
First Normal Form: Stop repeating yourself
Second Normal Form: The Whole Key
Third Normal Form: Nothing but the Key
Bringing It All Together
Many-to-Many Relationships
Summary
II.
4. Why You Need LightSwitch
Traditional SharePoint Development Is Difficult
Custom Development Is Tedious
Build Custom Apps, Coding Optional
5. Start with Data
Defining Basic Fields and Data Types
Using the Properties Window
Enhancing a String with a Choice List
Setting Default Values
Adding Relationships
Business Types
Defining Uniqueness
Practicing What We Just Learned
Calculated Computed Properties
Advanced Relationships
Summary
6. Screens: The LightSwitch User Interface
Creating Screens
Using Read-Only Controls
Displaying Related Fields
Launching the Application for the First Time
Creating a Modal Window
Summary
7. Adding Business Logic
Change Tracking in LightSwitch
Factoring Out Repeated Logic
Customizing the Add and Edit Buttons
Designing Running Screens
Creating a Custom Details Page
Custom Validation
Summary
8. Application Security, Access Control, and Personalizing Your Application
Enabling Authentication: Windows or Forms
Adding a Welcome Message Using Our ViewModel
Adding a Query to the Model
Add the Query to the Screen (ViewModel)
Binding to Query Parameters
Summary
9. Running and Debugging Our Application
The LightSwitch Runtime Experience
The LightSwitch Grid Control
Sorting
Export to Excel
Search
What’s Really Happening Between Our Client and the Server?
Running as a Web Application
Summary
10. LightSwitch with SharePoint Data
Logical SharePoint Architecture
Adding a SharePoint Data Source
Relating to SharePoint Data
Populating the Knowledge Base
Summary
11. Deploying Your LightSwitch Application
The Application Designer
The Publishing Wizard
What Kind of Application Do You Want to Deploy?
Where Will the Application’s Services Be Hosted?
Remotely Publish the App or Just Package It for Now?
Do You Need an SSL Certificate?
How Will You Deploy Your Database?
Should LightSwitch Create an Application Administrator Account?
Specify Other Connection Information
Signing Your Code
Ready to Deploy
Deploying Your Packages to the Server
A First Look at the Database
Summary
III.
12. Introduction to Business Intelligence
What Is Business Intelligence?
Applications of Business Intelligence
Microsoft’s Tools for Business Intelligence
SQL Server Database Engine
SQL Server Analysis Services (Prior to 2012)
PowerPivot for Excel and SharePoint
Summary
13. Business Intelligence Semantic Model (BISM)
Why Business Intelligence Semantic Model?
BISM Design Goals
Business Intelligence Semantic Model Architecture
Consuming Data from OData Sources
How Do Existing Analysis Services Applications Translate to the New Semantic Model?
Pros and Cons of the New BI Tabular Data Model
How Do the Data Access Methodologies Stack Up?
xVelocity (Tabular)
MOLAP (UDM)
ROLAP (UDM)
DirectQuery (Tabular)
Business Logic
DAX Syntax
Getting Started with DAX
14. Populating Sample Data into Our Database
Downloading Adventure Works Data from Microsoft
Attaching the Database
Importing People from Adventure Works
Synthesizing Help Desk Queues from Adventure Works
Importing Tickets from Adventure Works
Review the Results
15. Building the Help Desk Tabular Cube
Importing SQL Server Data into PowerPivot
Connecting Excel to the PowerPivot Model
Importing Data from the Windows Azure Marketplace DataMarket
Summary
16. Enriching the Cube: Relationships and DAX
Relationships in PowerPivot
Manually Adding Relationships
Traversing Relationships with DAX
Hiding Columns and Tables from Client Tools
Using DAX to Aggregate Rows in a Related Table
Calculating Earliest and Latest Related Dates with DAX
Parsing Strings with DAX
Counting and Aggregating Related Rows with DAX
Count of Distinct Values with DAX
Calculating the Difference Between Dates with DAX
Adding a Measure from the Excel Side
Counting Rows Across an Inactive Relationship
Creating a Hierarchy for Dates
Looking Up Related Data Without an Active Relationship
Summary
17. Deploying to SharePoint
Sharing with Your Team
Summary
18. SQL Server Analysis Services (SSAS)
Scalability
Manageability
Security
Development Tools
Direct Feature Comparison
Upgrading a PowerPivot Workbook to a Tabular Model
Validating the Deployment
Automating Processing Your Cube
Summary
IV.
19. PivotTable Basics
Meaning from Data
The Universal Business Intelligence ToolComment [RR1]: Should the first ...pages be a chapter on Excel 2012 or maybe even an Appendix...it seems like a bunch of great but individual things you can do with you data...no flow...Comment [DMF2]: This is the chapter you broke from one huge chapter into many. I think the chapter just needs to be renamed as its really just pivot table basics. Excel continues for several chapters and excel services isn’t in this chapter anymoreComment [GM3]: I renamed it Pivot Table Basics.
PivotTables
Ranking Largest to Smallest
Percentage of Parent Row
Filtering and Sorting PivotTable Dimensions
Visual Totals
Values on Rows
PivotCharts
Summary
20. Slicers
Inserting an Additional PivotTable
Connecting Additional PivotTables to Slicers
Summary
21. Formatting
Custom Slicer Formatting
Disabling Gridlines and Headings
Formatting PivotTables and PivotCharts
Summary
22. PivotTable Named Sets
Scenario: Last Four Years of Ticket Counts and Total Average Time to Closure
Reusing a Named Set for Another Chart
Summary
23. Sparklines and Data Bars
Sparklines: Intense, Simple, Word-Sized Graphics
Adding a Data Bar
Summary
24. Configuring a Gallery for Reporting Services, Power View, and Excel Services
Enabling Required Features
Creating the PowerPivot Gallery
Enabling Business Intelligence Content Types
Setting Up Your Default View
Summary
25. Reporting Services Basics
What Is Reporting Services?
Report Architecture
Creating a Reporting Services Data Source
Launching Report Builder 3.0
Creating Datasets
Creating a Reporting Services Report
Adding a Chart
Consuming an OData Feed from Reporting Services
Summary
26. Advanced Reporting Services Charting
Create a Drill-Down Report
Creating a Basic Chart
Applying Predefined Styles
Size the Chart and Preview
Adding a Parameter to the Report
Applying Dataset Filters
Construct a Filter Expression
Validating the Parameterized Report
Creating a Dynamic Chart Title
Headers and Footers
Two Approaches to Drill-Down Reporting
Basic Drill-Down Reports
Advanced Pop-Up Window Drill-Down Report
Summary
27. Subscriptions and Data Alerts
Report Subscriptions and Delivery
How Does It Work?
Setting Up a Report
Common Scenarios for Subscriptions
Data Alerts
How Data Alerts Work
Managing Data Alerts
Creating a New Data Alert
Summary
28. Excel Services and Power View
What Is Excel Services?
What Is Power View?
Why Are We Talking About Excel Services and Power View Together?
Publishing a PowerPivot Model to Excel Services
Using Excel Services 2013 as an OData Feed
Using Power View on a PowerPivot Model
Saving Your Power View
Exporting to PowerPoint
Connecting to Tabular CubesComment [GM4]: AU: This section needs some fleshing out. Can you review it?Comment [GM5]: PROD: The author fleshed out this section. I made some grammatical corrections; can you reapply styles (body text and num list)?
Summary
29. What’s Next for Excel and Power View 2013
Quick Explore
Trend Chart
Drill To
Timeline control
PowerPivot and Power View Are Built into Excel 2013
Enabling the PowerPivot and Power View Add-ins
Adding a Power View Report
Power View Maps
Maps with Pie Charts
Power View Hierarchies and Drill DownComment [GM3]: AU: Please add content between the two headings, or combine the headings into one.Comment [DMF4]: Removed the 2nd
Power View Pie Charts, Slices, and Drill Down
Enabling Tabular Drill Down with the Matrix
Key Performance Indicators
Building an Average Days to Closure KPI
Surfacing KPIs in Power View
Filtering a KPI Table with a Pie Chart
Adding a Trend Chart
Bringing It All Together
SummaryComment [GM10]:
V.
30. Architecture to Support SharePoint BI
SharePoint Architecture with SQL 2012 BI
Content, Service Application, and Configuration Databases
Reporting Services (SSRS)
Excel Services
PowerPivot and Power View
SharePoint 2013 Changes
SQL Server Analysis Services (SSAS)
The BI Light-Up Story
Summary
31. The Infrastructure
The Environment
Active Directory
SharePoint Web Server
SharePoint App Server
SQL Database Server
Development Machine
Microsoft SharePoint 2010
Visual Studio LightSwitch 2011
The LightSwitch Development Environment
LightSwitch Server Runtime Components
SQL Server
SQL Server Analysis Services
SQL Reporting Services
SQL Server Database Engine
SQL Server Licensing
Summary
32. Your Environment
Server Requirements
Physical Versus Virtual
Single Server Versus Multi-Server
Logical Requirements
Recommended Specs
Summary
33. Active Directory
Before Setting Up Active Directory
Creating the Active Directory
Managing Service Accounts
Service Accounts Management
Managed Service Accounts: Windows Server Version
Configuring SQL using Managed Service Accounts
The Windows Server Team’s Virtual Accounts
Managed Service Accounts: SharePoint Team Edition
Security in Active Directory
Setting Group Policy
Summary
34. Visual Studio LightSwitch
Visual Studio LightSwitch Client-Side Installation
Microsoft Minimum Requirements for Running Visual Studio LightSwitch
Experiential Recommendation for Visual Studio LightSwitch Requirements
Client-Side Installation of Visual Studio LightSwitch
Visual Studio LightSwitch Server-Side Implementation
Installing Visual Studio LightSwitch Server-Side Extensions
Summary
35. Installing the BI Components for SharePoint
SQL 2012 for PowerPivot on the App Tier
Upgrading from PowerPivot 2008 R2 to 2012
Clean Install of PowerPivot 2012
Summary
36. PowerPivot Instance Configuration
Initial PowerPivot Instance Configuration
Summary
37. PowerPivot Service Application Configuration
PowerPivot Management Dashboard Setup
Request Allocation
Load Balancing with xVelocity
Caching: xVelocity Versus Disk Cache
Using the PowerPivot Management Dashboard
Summary
38. Excel Services ConfigurationComment [GM1]: PROD: Global - move figures to appear after their references in text.
Excel Services and the Secure Store
What Is the Secure Store Service?
Configuring the Unattended Service Account for Excel Services
Allow Cross-Domain Access
Summary
39. Office Client Configuration of PowerPivot and Power View
Getting Started
PowerPivot Version 2
The Light-Up Story for PowerPivot and Power View in Office 2013
Power View Light Up on SharePoint
Summary
40. SQL Server Reporting Services Configuration
Provisioning Subscriptions and Alerts
Email Configuration
Key Management
Leveraging EffectiveUserName
Summary
Index
About the Authors
Colophon
Copyright
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