Business Intelligence in Microsoft SharePoint 2010


Dive into the business intelligence (BI) features in SharePoint 2010—and use the right combination of tools to deliver compelling solutions. This practical guide helps you explore several BI application services available in SharePoint 2010 and Microsoft SQL Server® 2008 R2. You’ll learn each technology with step-by-step instructions, and determine which ones work best in specific BI scenarios—whether you’re a SharePoint administrator, SQL Server developer, or business analyst.

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Business Intelligence in Microsoft SharePoint 2010

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Dive into the business intelligence (BI) features in SharePoint 2010—and use the right combination of tools to deliver compelling solutions. This practical guide helps you explore several BI application services available in SharePoint 2010 and Microsoft SQL Server® 2008 R2. You’ll learn each technology with step-by-step instructions, and determine which ones work best in specific BI scenarios—whether you’re a SharePoint administrator, SQL Server developer, or business analyst.

  • Choose the BI tools that meet your needs—and learn how they work together
  • Examine the BI lifecycle, from determining key performance indicators to building dashboards
  • Take Microsoft Excel® further—gain more control and functionality with web-based Excel Services
  • Mash up data from multiple sources using PowerPivot for Excel 2010
  • Create data visualizations with objects, context, and metrics using Microsoft Visio® Services
  • Build dashboards, scorecards, and other monitoring and analysis tools with PerformancePoint® Services
  • Use SharePoint to view BI reports side by side, no matter which tools were used to produced them

Your companion web content includes:

  • Interactive exercises that help you try out concepts or techniques
  • Code samples that enable you to work with the exercises
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Product Details

  • ISBN-13: 9780735643406
  • Publisher: Microsoft Press
  • Publication date: 5/10/2011
  • Pages: 416
  • Sales rank: 1,464,391
  • Product dimensions: 7.30 (w) x 8.90 (h) x 1.20 (d)

Meet the Author

Norm Warren is a writer for PerformancePoint Server 2007 and SharePoint Server 2010, at Microsoft and has written articles on PerformancePoint® Server for the information worker, IT Pro, and SQL Server® BI developer audiences. He has a Master's degree in computer information technology and is currently earning an MBA with an emphasis in financial accounting. At Microsoft, Norm gives guidance to the BI community in the way of a blog, Norm's PerformancePoint Server blog ( He is also a member of The Data Warehouse Institute (TDWI).

Mariano Teixeira Neto is a software design engineer on the SQL Server Analysis Services team. For the last three years he’s been working on the PowerPivot for SharePoint.

John Campbell is a program manager with Microsoft’s Excel Services team.

Stacia Misner is the founder of Data Inspirations (, which delivers global business intelligence (BI) consulting and education services. As a consultant, educator, mentor, and author specializing in business intelligence and performance management solutions that use Microsoft technologies, she has more than 25 years of experience in information technology and has focused exclusively on Microsoft BI technologies since 2000. She is the author of multiple books related to Microsoft SQL Server®, and most recently coauthored "Introducing Microsoft SQL Server 2008 R2" and "Building Integrated Business Solutions with SQL Server 2008 R2 and Office 2010." Stacia is also a Microsoft Certified IT Professional-BI and a Microsoft Certified Technology Specialist-BI. She currently lives in Las Vegas, Nevada, with her husband, Gerry, where you can contact her via e-mail at

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Table of Contents

Introduction; Which Tool Do I Use?; Who Should Read This Book; Scope of This Book; Organization of This Book; Finding Your Best Starting Point in This Book; What’s Not in This Book; Conventions Used in This Book; System Requirements; Acknowledgments; Errata and Book Support; We Want to Hear from You; Stay in Touch; Chapter 1: Business Intelligence in SharePoint; 1.1 Introduction; 1.2 Leading Up to Business Intelligence; 1.3 Beware of Losing Sight of What Matters Most; 1.4 What Is BI?; 1.5 The Need for Business Intelligence Today; 1.6 Microsoft’s Vision for BI; 1.7 What SharePoint Does for BI; 1.8 The BI Stack: SQL Server + SharePoint + Office; 1.9 Authoring in Microsoft BI Tools; 1.10 Some Examples of BI in SharePoint 2010; 1.11 Summary; Chapter 2: Choosing the Right BI Tool; 2.1 Introduction; 2.2 Business User Communities; 2.3 The Progression of BI; 2.4 Tool Selection; 2.5 Summary; Chapter 3: Getting to Trusted Data; 3.1 Introduction to Trusted Data; 3.2 SQL Server 2008 R2 + SharePoint 2010 + Office 2010; 3.3 BI in SQL Server2008 R2; 3.4 Life Cycle of a BI Implementation; 3.5 Create a Cube from Data in SalesContosoDM; 3.6 Summary; Chapter 4: Excel Services; 4.1 Excel Services Overview; 4.2 Configuration; 4.3 Create the Workbook; 4.4 Viewing and Editing Workbooks in Excel Services; 4.5 Extending Excel Services; 4.6 Summary; Chapter 5: PowerPivot for Excel and SharePoint; 5.1 Introduction; 5.2 A Brief History of PowerPivot; 5.3 When Do I Use PowerPivot for Excel?; 5.4 When Do I Use PowerPivot for SharePoint?; 5.5 Getting Started; 5.6 Enhancing and Analyzing the Data; 5.7 Publishing to SharePoint; 5.8 PowerPivot Gallery; 5.9 Scheduling Data Refreshes; 5.10 Monitoring with PowerPivot for SharePoint; 5.11 Summary; Chapter 6: Visio and Visio Services; 6.1 Introduction; 6.2 A Brief History of Visio; 6.3 What’s New in Visio 2010 and Visio Services; 6.4 When Do I Use Visio and Visio Services for BI?; 6.5 Configuration (Visio Services); 6.6 Planning and Architecture (Visio Services); 6.7 Creating the Visio Diagram; 6.8 Connecting to External Data and Display Data on the Shapes; 6.9 Publishing a Visio Diagram; 6.10 Visio Drawing Web Parts; 6.11 Summary; Chapter 7: PerformancePoint Services; 7.1 Introduction; 7.2 History of PerformancePoint Services; 7.3 Overview of PerformancePoint Services Components; 7.4 What’s New in PerformancePoint Services; 7.5 When to Use PerformancePoint Services; 7.6 PerformancePoint Services Architecture; 7.7 PerformancePoint Services Configuration; 7.8 Providing a Performance Solution; 7.9 Summary; 7.10 Quick Reference; Chapter 8: Bringing It All Together; 8.1 Introduction; 8.2 Dashboards; 8.3 Dashboard (Web Part) Pages in SharePoint; 8.4 Use Excel Services in the Dashboard; 8.5 Add a SharePoint Filter to the Page; 8.6 Summary; 8.7 Quick Reference; Virtual Machine Setup and SharePoint Configuration; Options for Software Installation and Configuration; Overview of Hyper-V, for Both Options; Option 1: Set Up a Pre-configured VM; Option 2: Set Up Your Own VMs on Windows 2008 R2; SharePoint 2010 Installation and Configuration; Security for the Services Dedicated to BI; Conclusion; DAX Function Reference; Date and Time Functions; Information Functions; Filter and Value Functions; Logical Functions; Math and Trig Functions; Statistical Functions; Text Functions; Time Intelligence Functions; SharePoint As a Service—“Office 365”; A Basic Overview of Software, Services, and the Cloud; More Traditional Productivity Applications As Services; SharePoint As a Service in Microsoft Office 365; Summary; ; Norm Warren; Mariano Teixeira Neto; John Campbell; Stacia Misner;

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