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Index
Business Intelligence in Microsoft SharePoint 2013
A Note Regarding Supplemental Files
Introduction
Who this book is for
SharePoint administrator/developer
Business user and data scientist
BI developer
How this book is organized
What’s not covered in this book
Access Services
SQL Server 2012 Reporting Services in SharePoint
Business Connectivity Services
Duet Enterprise
Web analytics
Conventions used in this book
Companion content
System Requirements
Acknowledgments
Support and feedback
Errata
We want to hear from you
Stay in touch
1. Business intelligence in SharePoint
Leading up to BI
Beware of losing sight of what matters most
What is BI?
The need for BI today
What is self-service BI?
Microsoft’s vision for BI and self-service BI
What SharePoint does for BI
The BI stack: SQL Server + SharePoint + Office
Authoring in Microsoft BI tools
Examples of BI in SharePoint 2013
PerformancePoint and the BI stack
Power Pivot and BISM Model: A Fulfillment Report for Tracking Products
The story and report requirements
Choosing a tool, introducing self-service BI, and planning for adoption
Understanding the culture
BI maturity
Discovering a visual concept for a report
The steps to implementation
Determine data sources and importing data
Import data into PowerPivot, explore data, and design
Create the Power View report
Publish to SharePoint
Modify according to user needs
Automate and formalize in SQL Server Data Tools
Sharing with other teams (building user adoption)
A summary of the fulfillment example
Creating a report by using an Odata feed from a SharePoint list
Summary
2. Planning for business intelligence adoption
Business user communities
Understanding your audience: Casual users vs. power users
Organizational hierarchy
BI communities
Organizational BI
Reporting Services
Excel Services
PerformancePoint Services
Team BI
SharePoint BI
Visio Services
PowerPivot for SharePoint
Excel Services
Reporting Services
Power View in SharePoint
PerformancePoint Services
Self-service and personal BI
Excel
Power View in Excel
Power View in SharePoint
PowerPivot in Excel
Report Builder
Visio
The progression of BI
The Business Intelligence Maturity Model
Stage 0: Prenatal
Stage 1: Infant
The Gulf
Stage 2: Child
Stage 3: Teenager
The Chasm
Stage 4: Adult
Stage 5: Sage
Road map to analytical competition
Stage 1: Analytically impaired
Stage 2: Localized analytics
Stage 3: Analytical aspirations
Stage 4: Analytical companies
Stage 5: Analytical competitors
Tool selection
Excel
Excel Services
Reporting Services
SharePoint BI
PerformancePoint Services
Visio Services
An action plan for adoption: Build it and they might come
Self-service BI versus traditional BI
Lessons learned: Adoption for self-service BI in SharePoint
Summary
3. The lifecycle of a business intelligence implementation
Working together: SQL Server 2012 + SharePoint 2013 + Office 2013
SQL Server 2012 features
1 The SQL Server database engine
2 SQL Server Integration Services or other tools
3 The Business Intelligence Semantic Model
Tabular modeling vs. multidimensional modeling
4 Additional BI tools
SQL Server Reporting Services
Data mining
5 SQL Server Data Tools
The lifecycle of a BI implementation
Step 1: Decide what to analyze, measure, or forecast
Step 2: Get to trusted data
What is trusted data?
The data warehouse
What is a data warehouse?
The data warehouse vs. the data mart
Facts and dimensions
Moving data by using SSIS
Step 3 or 4: Load data into a SSDT (Visual Studio) project
Import an existing PowerPivot model
Load data into the model
Step 5: Model the data
Excel: Test the modeled data
Step 6: Deploy the model to SSAS
Roles (back-end permissions)
Partitions
Automating data processing (refresh tabular data)
Prepare to automate data processing
Create the XMLA for a new job
Step 7: Create a BISM file in SharePoint 2013
Adding content types to SharePoint 2013 library
Creating a BISM connection file to a specific tabular database
Adding a BISM connection file in SharePoint 2013
Summary
4. Using PowerPivot in Excel 2013
The Data Model
Creating the Data Model
Adding data to the Data Model
Creating table relationships by using the Data Model
Working with the Data Model
PowerPivot 2013
Data refresh
Compatibility issues
Calculations with DAX
A new DAX function
Importing data from Windows Azure Marketplace
Paving the ground
Summary
5. Using Power View in Excel 2013
Introducing Power View
A brief history
Comparing editions of Power View
What’s new in Power View
More visualizations
Additional formatting options
Key performance indicators
New drill functionality
Using Power View
When do you use Power View?
When do you avoid using Power View?
Setting up Power View
Creating visualizations
Getting started
Creating a Data Model
Inserting a Power View Sheet
Creating a table
Adding fields to a table
Sorting a table
Resizing and moving a table
Creating a matrix
Converting a table to a matrix
Defining the matrix layout
Adding hierarchies to the matrix
Creating a chart
Adding a clustered bar chart
Configuring multiples
Interacting with a scatter chart
Creating a map
Converting a table to a map
Drilling to details
Creating cards
Converting a table to cards
Restructuring cards
Using KPIs
Defining KPIs
Visualizing KPIs
Filtering data
Highlighting data
Adding a slicer
Filtering by using tiles
Adding tiles to a visualization
Adding a second visualization to a tiles container
Using the Filter pane
Creating a basic filter
Creating an advanced filter
Saving a Power View workbook
Summary
6. Business intelligence with Excel Services 2013
A brief history of Excel Services
2007: The introduction of Excel Services
BI functionality
Sharing and managing workbooks
Extensibility
Excel Web Services
User-Defined Functions
2010: Expanded capabilities
Continued BI support
Improved extensibility
The world of services
2013: Continued expansion
Continued BI Support
Interactive View
When to use Excel Services
It’s already Excel
It’s fast to create and easy to adopt
It is a great ad hoc tool
It scales Excel files to many users
The Data Model in Excel Services
Configuring the server
Installation
Administration
Excel Services security
File security
Server security
External data configuration
Configure the authentication in the workbook
Opening an Excel workbook in the browser
Viewing workbooks
Editing workbooks
Configure a simple Excel dashboard by using Web Parts
Create a workbook
Create the dashboard page
Add the Excel Web Access Web Part
Configure the Web Part
Set other Web Part properties
Add more Web Parts and finish
Extending Excel Services
UDFs
Excel Web Services
ECMAScript (JavaScript, JScript) object model
Excel Services REST
Excel Interactive View
Summary
7. Using PowerPivot for SharePoint 2013
A brief history
When do I use PowerPivot for SharePoint?
Getting started
Installing PowerPivot for SharePoint
Publishing to SharePoint
The PowerPivot Gallery
Scheduling data refreshes
Data Refresh
Schedule Details
Earliest Start Time
E-mail Notifications
Credentials
Data Sources
Workbooks as a data source
Monitoring with PowerPivot for SharePoint
Infrastructure – Server Health
Query Response Times
Average Instance CPU
Average Instance Memory
Activity and Performance
Workbook Activity
Chart
List
Data Refresh
Recent Activity
Recent Failures
Reports
Summary
8. Using PerformancePoint Services
A brief history of PerformancePoint Services
An overview of PerformancePoint Services components
Data sources
Indicators
KPIs
Scorecards
Reports
Context menu features
Dashboards
Filters
Parts of the Dashboard Designer
Other features
Dashboard content in SharePoint folders
Permissions
History of dashboard items (versioning)
Workspace file
What’s new in PerformancePoint Services 2013
What’s new for designers
New SharePoint 2013 site themes
New filter enhancements
New filter search
New BI Center
Dashboard Designer on the ribbon
New for IT professionals
The EffectiveUsername property
Custom target applications from secure store
Server-side migration
When do I use PerformancePoint Services for BI?
When to use PerformancePoint Services
Available case studies
The PerformancePoint Services architecture
PerformancePoint Services configuration
PerformancePoint Service Application configured
Manage and maintain PerformancePoint Services
Configure security for PerformancePoint
Troubleshooting the SQL Server data-source configuration
Configure data and content locations
Start PerformancePoint Dashboard Designer
Providing a performance solution
Design the KPIs, scorecards, reports, and dashboard
Create KPIs
Organize the Workspace Browser
Create a scorecard
Notes about the scorecard
Creating a filter
Adding a report
Creating a dashboard
Other options in Dashboard Designer
Summary
9. Using Visio and Visio Services
Background
What’s new in Visio 2013
Six reasons to include Visio 2013 in your BI suite
Linking to data
Visualizing data
Collaborating to create the best result
Commenting
Coauthoring
Validating diagrams
Saving as a website
Saving to Visio Services
When do I use Visio and Visio Services?
Netaphor Software
Additional case studies
Incorporating Visio into a BI solution
Visio Services: Example 1
Organizing the data
Creating the Visio diagram
Visualizing data
Saving to Visio Services
Visio Services: Example 2
Organizing the data
Creating the Visio diagram
Saving to Visio Services
Linking to data
Visualizing data
Creating a Web Part page
Refreshing the diagram when data changes
Summary
10. Bringing it all together
Dashboards
Making dashboards useful
Tools in SharePoint for authoring dashboards
Which dashboard tool should I use?
Dashboard (Web Part) pages in SharePoint
Using Excel Services in the dashboard (Web Part page)
Creating the Excel workbook
Preparing the workbook for the dashboard: adding parameters
Showing the workbook in Web Parts
Setting other Web Part properties
Using the filter added in Excel 2013
Adding to the dashboard (Web Part page)
Visio Web Access Web Part
PerformancePoint Web Parts
The Web Part page
Summary
A. Running scripts to set up a demonstration environment
Hardware considerations
Introducing the scripts
Step 1: Install the Active Directory Demo Build 2.1
Prerequisites
Software requirements
Hardware requirements
Installing the content pack
Post installation
Step 2: Install the SQL 2012 SP1 Content Pack Demo Build 2.0.0
Contents of SQL 2012 SP1 Content Pack Demo Build 2.0.0
Prerequisites
Installing the content pack
Post installation
Step 3: Install the SharePoint 2013 Demo Build 2.0
Prerequisites
Installing the content pack
Post installations and known issues
Step 4: Install the UserProfile Provisioning Demo 2.0
Prerequisites
Installing the content pack
Step 5: Install the Self-Service BI Demo 2.0 Content Pack
Prerequisites
Installing the content pack
Post installations/known issues
Step 6: Install the Visio Services Demo Content Pack
Prerequisites
Installing the content pack
B. Microsoft and “Big Data”
What is Big Data?
Volume
Velocity
Variety
Comparing Big Data to electrification
The “hype cycle” for Big Data
The Big Data toolset
Hadoop, MapReduce, and HDFS
MapReduce
Pig and Hive
Pig
Hive
Other tools
What is NoSQL?
Big players (companies)
Using Microsoft’s Big Data tools
HDInsight
Setting up in Windows Azure
Getting value from Big Data
Excel-Hive Add-in
The Data Explorer for Excel Add-in (preview)
Data Quality Services
Summary
C. About the Authors
Index
About the Authors
Copyright
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