Business Intelligence SharePoint 2013 Solutions

Transcription

1 CÔNG TY CỔ PHẦN TRƯỜNG CNTT TÂN ĐỨC TAN DUC INFORMATION TECHNOLOGY SCHOOL JSC LEARN MORE WITH LESS! Business Intelligence SharePoint 2013 Solutions Duration: 3 Days Introduction In this course, you'll learn exactly how to unlock that magic, build business intelligence facilities on SharePoint, and glean insights from data to propel your business to the next level. To understand the various business intelligence offerings in SharePoint 2013, you need to understand the core SQL Server business intelligence concepts in the first part, and then focuses on specific SharePoint business intelligence investments including: Visio Services Excel Services SQL Server Reporting Services Business Connectivity Services Power View and PerformancePoint Services Audience Profile This course is intended for SharePoint developers an essential BI foundation experience and an introduction to SQL Server 2012 tools for business intelligence. This course will also benefit SQL Server developers and administrators who require knowledge of setting up the basic infrastructure on the SharePoint platform for business intelligence. At Course Completion After completing this course, students will be able to: Understand the fundamentals and framework of business intelligence. Learn how to integrate Visio Services, and discover the developer story. Practice working with the Secure Store Service. Experience authoring and publishing reports using Report Builder and how to re-purpose published reports in Reporting Services. Glean practical advice about deploying and developing for Power View and PerformancePoint Services in SharePoint Learn about the advances in Excel Services and PowerPivot, and their application within SharePoint to practical situations. Gain a deep understanding of the Business Data Services feature set in SharePoint TANDUC IT School JSC Pasteur St., Dist.1, HCMC Tel: Fax: Page 1

2 Course Outline Module 1: Business Intelligence Basics This module presents the basics of business intelligence (BI). Introduction to Business Intelligence Why Intelligence? Understanding BI OLTP vs. OLAP o Online Transaction Processing System o Online Analytical Processing System The BI Foundation o Data Warehouses o Data Marts o Decision Support Systems and Data Mining Tools o SQL Server Management Studio o SQL Server Data Tools SQL Server 2012 Analysis Services Tabular Model SharePoint and Business Intelligence o What s New in SharePoint 2013? The essentials of BI The OLAP system and its components Microsoft SQL Server 2012 BI tools SharePoint 2013 BI components Module 2: Visio Services You ve probably heard that a picture is worth 1,000 words, and also that actions speak louder than words. If you put those two axioms together, you get the idea of Visio. It is often far easier to understand and simpler to explain a concept, a theory, or even a story by presenting actions visually in blocks and diagrams rather than using words. Visio is a very powerful vector graphic tool you can use for exactly that. Introduction to Visio Services Why Visio? Presenting Visio Services o Setting Up Visio Services o Visio Services Features o Architecture The Visio 2013 Client s Data Tab o Link Data to Shapes o Data Graphics o Automatically Link o Refresh All o Insert Legend o Shape Data Window o External Data window Integrating Visio with SharePoint TANDUC IT School JSC Pasteur St., Dist.1, HCMC Tel: Fax: Page 2

3 o Using the Visio Web Access Web Part o Visio Web Access Web Part Connections o Using a SQL Server Data Source Secure Store Services o Configuring Secure Store Services o Using Visio with SQL Server and SSS Visio Services JavaScript Mashup API Working with SharePoint Designer 2013 Creating Your Own Custom Data Providers Administration of Visio Services o Creating a New Visio Graphics Service o Deleting an Existing Visio Graphics Service o List all Existing Visio Graphics Service Applications o Creating a New Visio Graphics Service Application Proxy o Delete an Existing Visio Graphics Service Application o List All Existing Visio Graphics Service Application o Setting Up Visio Graphics Service Global Settings o Setting Up a Graphics Service Trusted Data Provider o Factors Affecting the Performance of Visio Services The essentials of Visio Services Setting up Visio Services on SharePoint 2013 Publishing a basic Visio diagram to SharePoint Connecting Visio diagrams to A SharePoint list SQL Server, with and without Secure Store Services Data using a custom data provider (using Visual Studio and WCF) Workflows and Visio with SharePoint Designer 2013 Management of Visio Services using Central Administration (CA) Management of Visio Services using Windows PowerShell. Module 3: Reporting Services One of the most vital aspects of business intelligence is reporting. Organizations rely on reporting engines to deliver key information in a timely fashion. These engines need to allow users to create and deliver a variety of reports based on customer requirements. SQL Server 2012 Reporting Services (SSRS) provides a complete range of tools and services to meet those customer requirements. Introduction to Reporting Services Architecture o Choosing the Right SSRS Mode Setting Up the Infrastructure o Reporting Services Add-in Features o Reporting Services Local Mode vs. Connected Mode o Report Life Cycle Data Source Management Authoring Tools Building and Publishing a Basic Report TANDUC IT School JSC Pasteur St., Dist.1, HCMC Tel: Fax: Page 3

4 o Using Report Builder to Edit a Published o Loading Reports Using the Report Viewer Web Part o Reporting Services Content Types o Creating a Report Data Source o Subscription to Reports o Integration with a SharePoint List Power View o Creating a Power View Report o Interacting with Power View Reports Architecture of Reporting Services Setting up the infrastructure for Reporting Services Data source management Authoring reports using reporting tools Publishing and subscribing to reports Integration with SharePoint Creating a Power View report Interacting with Power View reports Module 4: Business Connectivity Services Business Connectivity Services (BCS), introduced in SharePoint 2010 is a much-evolved version of the Business Data Catalog (BDC) created for MOSS With BCS, you can read as well as write to external systems. Introduction to BCS Concepts Setting Up Business Data Connectivity Services o Set Up a New BDC Service Application o BDC Models View o External Systems View o External Content Types View Tools Decision Tree External Content Types o Creating Your First ECT Using SharePoint Designer Authoring an ECT Using Visual Studio with a.net Connector Creating an ECT Using SharePoint Designer and a.net Type BDC Runtime Integration with Office Applications o Integration with Office App-Scoped ECTs o Working with OData Sources BCS terminology Introduction to Business Connectivity Services Setting up BCS on your SharePoint 2013 installation Creating external content types (ECTs) using SharePoint Designer 2013 Authoring ECTs using Visual Studio and a.net assembly connector TANDUC IT School JSC Pasteur St., Dist.1, HCMC Tel: Fax: Page 4

5 BDC runtime BDC and Office integration App-scoped ECT and data exchange using OData Relevant Windows PowerShell commands Module 5: Excel Services A lot of people use Excel. And many of them use Excel with SharePoint by collaborating on workbooks. But there s lots more you can do, using Excel Services. Of all the SharePoint facilities, Excel Services offers you perhaps the greatest bang for the buck value. Let s start exploring Excel Services. Introduction o Architecture Setting Up Excel Services o Global Settings o Trusted File Locations o Trusted Data Providers o Trusted Data Connection Libraries o User-Defined Function Assemblies o Data Model Settings Authoring Your First Excel Sheet and Publishing It to Excel Services o What s New in Excel Services 2013 o Backup and Recovery Operation o Authoring and Publishing Excel Services REST API Excel Services OData API Excel Services SOAP API Excel Services and SSAS o Configuring Secure Store Services o Interacting with Excel Services Workbook o Data Connection PowerPivot for Excel o Setting Up PowerPivot Excel Services and ECMAScript Introduction to Excel Services Setting up Excel Services Authoring and publishing Excel to SharePoint 2013 What s new in Excel Services 2013 Connecting through REST-based API Consuming Excel Services through a SOAP interface Connecting Excel and SSAS Excel and PowerPivot ECMAScript (JavaScript Object Model) and Excel Services Module 6: PerformancePoint Services TANDUC IT School JSC Pasteur St., Dist.1, HCMC Tel: Fax: Page 5

6 In this module, you will discover how PerformancePoint Services allows you to build integrated business intelligence solutions that bring these capabilities together into powerful interactive dashboards. Introduction to PerformancePoint Services PerformancePoint Services Architecture o Service Components and Interfaces o Securing PerformancePoint Solutions o Business Intelligence Solution Components Setting Up PerformancePoint Services o Application Settings o Trusted Data Source Locations o Trusted Content Locations Authoring and Publishing PerformancePoint Solutions o Deploying the Business Intelligence Center o Creating a Dashboard Designer Workspace o Creating a Data Source o Creating Key Performance Indicators o Creating a Scorecard o Creating Filters o Creating Reports o Creating a Dashboard o Deploying the Solution to SharePoint, and Exploring Advanced Report Types o Create an Excel Services Report o Create a Strategy Map Report Introduction to PerformancePoint Services The architecture of PerformancePoint Services Setting up PerformancePoint Services Authoring and publishing PerformancePoint solutions in SharePoint 2013 Integrating PerformancePoint dashboards with Visio and Excel Services Managing PerformancePoint using PowerShell TANDUC IT School JSC Pasteur St., Dist.1, HCMC Tel: Fax: Page 6