In this informative course, you will discover the key business intelligence (BI) tools that will work best for you when integrated within a SharePoint BI platform. Your efforts will pay off with better document management, security, external data integration, and information dissemination, in a systematic and well-organized environment. Developing an ideal BI environment requires the seamless meshing and integration of multiple data management and reporting tools. Not always so simple. In this dynamic workshop, you will learn how to effectively engage the tools you already have in your environment, and then fine tune a solid business intelligence and knowledge management platform. Step by step, you will discover: Why a BI program is essential to growth and success Why to choose SharePoint as your knowledge management platform What to consider and where the potential problems are The BI tools from your suite that make the most sense to incorporate How to integrate these tools seamlessly Technical requirements to get it done right Managing the BI and knowledge management platform With your information management tools and resources, how to create a dynamic BI platform You will examine and discuss every source you have available, including their benefits and limitations, and then you will determine which will work best for your needs. Immediate Benefits of Attending this Course Understand SharePoint's BI feature set Accurately determine technical and managerial resource requirements Deploy SharePoint BI applications that meet specific business needs Understand SharePoint's Excel Services and its benefits/limitations Publish Excel Workbook data to users through Excel Web Services Use Status Indicators to display key business data Get to know the
1. Understanding Business Intelligence
What is Business Intelligence?
Business Intelligence Considerations
- SharePoint's Capabilities
- Business Intelligence Benefits
- Challenges and Limitations
SharePoint Server Architecture
SharePoint Administration Architecture
2. Excel Services and Key Performance Indicators
Excel Services Overview
- Excel Services Capabilities
- Excel Services Limitations
Administration of Excel Services
- Configuration Options
- Trusted File Locations
- Report Libraries
- The Excel Web Access Web Part
Key Performance Indicators (KPIs)
3. The SharePoint Business Intelligence Center
What is the Business Intelligence Center?
- Business Intelligence Center Capabilities
- Business Intelligence Center Limitations
- Useful Tools
- Integration Techniques
Report Center Features
- Report Libraries
- Status Indicator Lists
- Digital Dashboards
4. Business Connectivity Services
What are Business Connectivity Services (BCS)?
- Why Use BCS?
- Example Uses for BCS
Elements of BCS
- Defining the Roles and Responsibilities for BCS
- Defining the Goal of the Application
- Documenting the Data Source
BCS Developer Tools
Working with External Data
- Working with BCS Web Parts
- Using BCS Data in SharePoint Applications
5. Data Connection Libraries
Why Use Data Connection Libraries?
Creating a Data Connection Library
- Setting Security for a Data Connection Library
Using the Data Connection from a Workbook in Excel Services
Using Data from a Data Connection
- Allowing Excel to Refresh Data
- Creating Automatically Updating Web Parts
6. Creating Digital Dashboards with Excel Services and SQL Server Analysis
What are Digital Dashboards?
- Defining a Dashboard
- Planning for Digital Dashboards
Where Does the Data Come From?
- Excel and OLAP
- Microsoft SQL Server Analysis Services
Creating an Excel Report Using OLAP Functions
- Retrieving Data from a Cube Using OLAP Formulas
- Using OLAP Functions
Reporting with KPIs
- Creating KPI Lists Based on Excel Data
Using Filters to Drive Parameters
7. SQL Server Reporting Services and SharePoint Server 2010
What are SQL Server Reporting Services (SSRS)?
Working with the Reporting Services Configuration Manager
SQL Server Business Intelligence Development Studio
- Creating Reports with the Business Intelligence Development Studio
- Accessing Reports through the SharePoint 2010 Report Library
8. Searching for External Business Data
SharePoint's Search Engine
Configuring SharePoint Search
- Setting a Crawl Schedule
- Configuring Content Sources
- Configuring Search Scopes
Optimizing Search Results
9. SharePoint 2010 and PerformancePoint
What are PerformancePoint Services?
How to Use PerformancePoint Services
10. SharePoint 2010 and Visio Web Services
What are Visio Web Services?
Developing Data-Driven Web Drawings
Publishing Visio Drawings to SharePoint
Viewing Visio Web Drawings Online
11. Deciding Which Technologies are Right For You
- Excel Services
- Digital Dashboards
- SQL Server Reporting Services
- The Business Data Catalog
Which Technology is Appropriate?
- Limitation and Roadblocks
Best Practices Overview
Anyone responsible for creating and managing a business process or knowledge sharing platform, including business analysts, financial analysts, business intelligence developers, solution architects, database administrators, functional managers, executives and decision makers with business intelligence needs, web designers and developers, and those responsible for building business process intelligence applications for SharePoint 2010.