I. Understanding Business Intelligence
A. What is Business Intelligence?
B. Why SharePoint?
C. Business Intelligence Considerations
• Understanding SharePoint’s Capabilities
• Business Intelligence Benefits
• Challenges and Limitations
D. SharePoint Server Architecture
E. SharePoint Administration Architecture
II. Excel Services and Key Performance Indicators
A. Excel Services Overview
• Excel Services Capabilities
• Excel Services Limitations
B. Administration of Excel Services
• Configuration Options
• Trusted File Locations
C. Excel Services
• Report Libraries
• The Excel Web Access Web Part
D. Creating Dashboards
E. Key Performance Indicators
• KPI Lists
• KPI Web Parts
Hands-On Labs:
• Explore Management and Administration Capabilities
• Setup a Trusted File Location
• Create a Report Library
• Publish an Excel Workbook
• Utilize the Excel Web Access Web Part to Display Excel Workbooks
• Create a Simple Digital Dashboard
• Create KPIs based on SharePoint List Data
• Create KPIs based on Excel Workbook Data
• Create KPIs based on Manually Entered Information
• Explore the KPI Web Parts
III. The SharePoint Enterprise Report Center
A. What is the Report Center?
• Report Center Capabilities
• Report Center Limitations
B. PerformancePoint Server
• Useful Tools
• Integration Techniques
C. Report Center Features
• Report Libraries
• KPI Lists
• Digital Dashboards
Hands-On Labs:
• Create a Report Center Using the SharePoint Template
• Understanding Site Permissions for a Report Center
• Explore the Default Report Center
• Publish Excel Workbooks to the Report Center
• Publish Dashboards to the Report Center
IV. Business Connectivity Services
A. What are Business Connectivity Services?
• Why Use BCS?
• Example Uses for BCS
B. Understanding the Elements of BCS
• Defining the Roles & Responsibilities for BCS
• Defining the Goal of the Application
• Documenting the Data Source
C. BCS Developer Tools
D. Working with External Data
• Working with BCS Web Parts
• Using BCS Data in SharePoint Applications
Hands-On Labs:
• Creating a BCS Definition File
• Importing the DBC Definition
• Working with BCS Permissions
• Working with BCS Web Parts to display information from the BCS
• Linking SharePoint Data to the BCS
V. Data Connection Libraries
A. Why Use Data Connection Libraries?
B. Creating a Data Connection Library
• Setting Security for a Data Connection Library
C. Using the Data Connection from a Workbook in Excel Services
D. Using Data from a Data Connection
• Allowing Excel to Refresh Data
• Creating Automatically Updating Web Parts
Hands-On Labs:
• Creating a Data Connection Library
• Working with Data Connection Permissions
• Creating a Data Connection Workbook
• Publishing Through Excel Services
• Using the Excel Web Parts to Display Data from Your Connection Library
VI. Creating Digital Dashboards with Excel Services and SQL Server Analysis Services
A. What are Digital Dashboards?
• Defining a Dashboard
• Planning for Digital Dashboards
B. Where Does the Data Come From?
• Excel and OLAP
• Microsoft SQL Server Analysis Services
C. Creating an Excel Report Using OLAP Functions
• Retrieving Data from a Cube using OLAP Formulas
• Using OLAP Functions
D. Reporting with Key Performance Indicators
• Creating KPI Lists based on Excel Data
E. Using Filters to Drive Parameters
Hands-On Labs:
• Create an Excel Workbook using OLAP Functions
• Creating KPIs to Report on Excel Data
• Use Filters to Drive Parameters from Excel Services
VII. SQL Server Reporting Services and SharePoint Server 2010
A. What are SQL Server Reporting Services (SSRS)?
B. Working with the Reporting Services Configuration Manager
C. SQL Server Business Intelligence Development Studio
• Creating Reports with the BI Development Studio
• Accessing Reports through the SharePoint 2010 Report Library
Hands-On Labs:
• Configure SharePoint for SQL Server Reporting Services
• Create Reports with the SQL Server Business Intelligence Development Studio
• Publish Reports to a SharePoint Server 2010 Report Library
VIII. Searching for External Business Data
A. Understanding SharePoint’s Search Engine
B. Configuring SharePoint Search
• Setting a Crawl Schedule
• Configuring Content Sources
• Configuring Search Scopes
C. Optimizing Search Results
Hands-On Labs:
• Configure Search Content Sources
• Set a schedule for content indexing
• Create search scopes
• Optimize SharePoint’s Search Results
IX. SharePoint 2010 and PerformancePoint
A. What are PerformancePoint Services
B. How to Use PerformancePoint Services
X. Deciding Which Technologies are Right For You
A. Technology Wrap-Up
• Excel Services
• Digital Dashboards
• SQL Server Reporting Services
• The Business Data Catalog
B. Which Technology is Appropriate?
• Benefits
• Limitation and Roadblocks
C. Best Practices Overview