Table of Contents
SharePoint RTM - Dev - Developing Business Intelligence Applications ................................... 1
Exercise 1 Using the Chart Web Part .............................................................................................................................2 Exercise 2 Performing Analysis with Excel and Excel Services .....................................................................................12 Exercise 3 Building a Dashboard with PerformancePoint Services .............................................................................24
Scenario
In this lab, you will be working with sales data that has been generated from the Adventure Works database. The screenshot below provides a summary of the Adventure Works data on sales revenue. It spans across four years from 2001 to 2004 and is divided up between six different counties. 70 Minutes
demo2010a
The password for the Administrator account on all computers in this lab is:pass@word1
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by Year. If these dont exist run BI_DataGenerator.exe in the lab setup folder.
c. Click on the Sales by Country list to review the list data.
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2.
Note: The Chart Web Part is part of the Enterprise Edition of SharePoint Server 2010. You will enable the feature in this lab.
a. On the Site Actions menu, click Site Settings. b. In the Site Collection Administration section, click Site Collection Features. c. Locate the Office SharePoint Server Enterprise Site Collection Features option
3.
Note: In this task you will add a Chart Web Part to the default.aspx home page.
a. In Internet Explorer, move back to sites front page. b. On the Site actions menu, click Edit Page. c. Click on the Add a Web Part text in Left web part zone.
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f.
In the About the Web Part section, click Add. The Web Part is added to the page.
g. In the Chart Web Part, click the Data & Appearance link. h. In the Chart Wizard list click Connect Chart To Data.
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i. j. l.
In the Choose A Data Source section, click Connect to a List. Note: This caption is misleading as you can connect to any type of list. Click Next. In the List dropdown, select Sales by Country.
m. Click Next. n. On the Filters step, make no changes, click Next. o. In the Binding section, review the settings.
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4.
Note: In this exercise you will modify the basic chart. You will convert it into a pie chart and make it more polished.
a. Click the Data & Appearance link in the Chart Web Part. b. On the wizard, click Customize Your Chart. c. In the Chart Type Categories, click Pie.
d. Click the 2D Chart Type tab and click Pie. e. Click Next.
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h. Click Next. i. j.
l.
Click Finish.
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5.
Note: In this task you will add a second Chart Web Part instance to the default.aspx home page. This will chart sales data inside the Sales By Year list.
a. On the Site actions menu, click Edit Page. b. Click in the Add a Web Part text on the Left Web Part zone. c. In the Categories section, click Business Data. d. From the Web Part section, click Chart Web Part. e. In the About the Web Part section, click Add.
The Web Part is added to the page above the Pie chart.
f.
In the Chart Web Part [2] new instance, click the Data & Appearance link.
g. In the Chart Wizard list click Connect Chart To Data. h. In the Choose A Data Source section, click Connect To A List. i. j.
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l.
Click Next.
m. On the Filters step, make no changes, click Next. n. In the Binding section, in the X Field dropdown list, click Year. o. In the Binding section, in the Group By Field (Optional) dropdown list, click
Country.
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6.
Note: In this exercise you will modify the chart for the second Web Chart. You will convert it into a line chart and make it more polished.
a. Click the Data & Appearance link in the Chart Web Part [2]. b. On the wizard, click Customize Your Chart. c. In the Chart Type Categories, click Line. d. Click the 2D Chart Types tab, and then click Line with no Margin. e. Click Next. f.
h. Click Next. i. j.
Enable the Show Legend checkbox. In the Title textbox, type Sales By Country.
k. Click Finish.
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e. Click Create. f.
2.
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l.
m. On the ribbon, click the Insert tab. n. On the Pie dropdown, click the first 2-D Pie Chart.
o. Relocate by dragging the chart under the data. p. Right-click the Chart and choose Format Chart Area.
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t.
Click Save and ensure the location is the Excel Workbooks document library, sign in if required
u. Specify a filename of AdventureWorksSales.xlsx. v. Dont close the excel yet, well use it later
3.
Note: In this task you will review how trusted file locations are configured. A trusted file location of http:// has already been configured in the VM. This allows you to publish Excel workbooks anywhere in the farm using any type of connection. This would not be the case in a standard deployment where IT staff would remove this trusted file location.
a. On the Start Menu, Click All Programs | Microsoft SharePoint 2010 Products,
Click http://
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4.
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f.
In the Show tab, click the dropdown list and click Sheets.
h. Click OK. i. j.
Click Save.
Click Yes to overwrite the existing file. Note: After you complete this step Excel will begin the publishing process. If this is the first time Excel Services has been started on your VM, it may take a minute to complete. When the publishing process is completed, you should now see your workbook inside the browser.
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5.
Note: In this exercise you will publish a workbook with an Analysis Services Connection. You will then be able to manipulate the Workbook within the web browser.
a. On the Library Tools tab group, click the Documents tab. b. On the ribbon, click New Document then OK.
Excel Opens.
c. In Excel, click the Save option and provide the filename of PivotTable.xlsx
Note: You are saving the file, not publishing it in this step.
d. In Excel, ensure A:1 is the active cell. e. On the ribbon, click the Data tab. f.
In the Get External Data group, click the From Other Sources dropdown.
g. Click From Analysis Services. h. In the Server name textbox, type demo2010a i. j.
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l.
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6.
Note: In this exercise you will configure the pivot table in the new Excel workbook.
a. In the PivotTable Field List on the right-hand of the screen, in the Show fields
related to, click the dropdown list and click Internet Sales.
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c. Scroll down the fields in the list and click Customer Geography. d. Scroll down further, expand Calendar and then click Date.Calendar.
Click Column Labels and deselect CY 2001, CY 2003 and CY 2004 and CY 2006.
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g. This filter leaves data for calendar year 2002. You will now expand to view data
i. j.
The table now also shows totals for Quarters, Semesters and Years. You will now remove those summaries. In the PivotTable, right-click on January 2002 and click Show/Hide Fields, then click Calendar Year.
k. In the PivotTable, right-click on January 2002 and click Show/Hide Fields, then
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Developing Business Intelligence Applications Tasks Detailed Steps click Calendar Semester.
l.
In the PivotTable, right-click on January 2002 and click Show/Hide Fields, then click Calendar Quarter.
7.
Creating Sparklines
a. In this task you will create sparklines to complement the PivotTable report. b. Copy the names of the countries in cells [A3:A8] and then paste them into cells
[A12:A17].
c. Select the cells [B12:B17]. d. In the ribbon on the Insert tab, in the Sparklines group, click Line. e. In the Create Sparklines dialog, in the Data Range textbox, type B3:M8. f.
g. Click OK. h. In the ribbon, in the sparkline Design tab, click the Marker Color dropdown and
In the ribbon, in the sparkline Design tab, click the Marker Color dropdown and click Low Point and then click Yellow.
j.
8.
Publish the
Note: In this task you will publish the workbook to the SharePoint site. Page 22 of 43
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application.
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d. On the ribbon, click Manage. e. The Manage Performance Point Services page opens.
f.
g. Review the settings on the page. h. In the User name field ensure the default value is Contoso\administrator. Change
2.
Note: In this task you will browse to a new site that was created as part of the lab setup. You will then invoke the Dashboard Designer and create a new data source to the SQL Server Analysis cube that you used in the last Exercise.
a. Open Internet Explorer and browse to http://intranet.contoso.com/sites/Lab13b b. Note this is a different URL to the one used earlier in this lab.
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c. Click the Run Dashboard Designer button. d. Click Run on the Security Warning, if shown
e. Right-click the Data Sources folder and click New Data Source.
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f.
g. Click OK. h. Rename the New Data Source to AdventureWorks and press [Enter]. i. j.
In the Editor pane, in the Connection Settings section, in the Server textbox, type demo2010a In the Connection Settings section, click the Database dropdown list and then click Adventure Works DW 2008. Adventure Works.
k. In the Connection Settings section, click the Cube dropdown list and then click
l.
m. In the Workspace, click the Time tab. n. In the Reference Data Mapping section, click the Time Dimension dropdown list
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v. In the Hierarchy Level dropdown list, click Day. w. In the next step you will set a reference date. This is required because the
AdventureWorks database does not have data through the current time period. Enter a data of 1/1/2009 so that the first day of 2009 maps to the first day of 2003.
x. In the Reference Date combo box, type 1/1/2010. y. In the Time Member Associations section, in the Calendar Year dropdown list,
click Year.
z. In the Time Member Associations section, in the Calendar Semester dropdown
click Quarter.
bb. In the Time Member Associations section, in the Month dropdown list, click
Month.
cc. In the Time Member Associations section, in the Date dropdown list, click Day.
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dd. In the Workspace Browser, right-click AdventureWorks data source and click
Save. 3. Creating a Key Performance Indicator for MonthToDate Note: In this task you will create key performance indicators for the cube, this is the MonthToDate indicator.
a. In the Workspace Browser, right-click Dashboard Content and click New and
e. In the Editor, in the Actual and Targets section, in the Name column, click Actual
In the Data Mappings column, in the MTD row, click the 1 (fixed values)
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Click the Change Source button. Under the Data Sources node, click AdventureWorks. Click OK. In the Select a measure dropdown list, select Reseller Sales Amount.
k. The Dimensional Data Source Mapping dialog appears. m. In the Select a dimension section, click New Time Intelligence Filter.
p. Click OK.
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q. On the Dimensional Data Source Mapping dialog, click OK. r. In the Number column, in the MTD row, click the (Default) hyperlink. s. In the Format Numbers dialog, in the Format dropdown list, click Currency. t. Click OK. u. In the Workspace Browser, right-click Performance and click Save.
4.
Note: In this task you will create another key performance indicator for the cube. This is the QuarterToDate indicator. The steps are very similar to the MTD indicator.
a. In the Editor pane, click New Actual.
b. In the Editor, in the Actual and Targets section, in the Name column, click Actual
hyperlink.
d.
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In the Select a measure dropdown list, select Reseller Sales Amount. In the Select a dimension section, click New Time Intelligence Filter. Click Preview
m. Click OK. n. On the Dimensional Data Source Mapping dialog, click OK. o. In the Number column, in the QTD row, click the (Default) hyperlink. p. In the Format Numbers dialog, in the Format dropdown list, click Currency. q. Click OK. r. In the Workspace Browser, right-click Performance and click Save.
5.
Note: In this task you will create another key performance indicator for the cube. This is the YearToDate indicator. The steps are very similar to the MTD indicator.
a. In the Editor pane, click New Actual. b. In the Editor, in the Actual and Targets section, in the Name column, click Actual
Click the Change Source button. Under the Data Sources node, click AdventureWorks. The Dimensional Data Source Mapping dialog appears.
e. Click the Workspace tab. g. Click OK. h. In the Select a measure dropdown list, select Reseller Sales Amount. i. j.
In the Select a dimension section, click New Time Intelligence Filter. In the Time Formula Editor dialog, type YearToDate
k. Click Preview.
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l.
Click OK.
m. On the Dimensional Data Source Mapping dialog, click OK. n. In the Number column, in the YTD row, click the (Default) hyperlink. o. In the Format Numbers dialog, in the Format dropdown list, click Currency. p. Click OK. q. In the Workspace Browser, right-click Performance and click Save.
6.
In the Number column, in the Target for the year row, click the (Default) hyperlink.
d. In the Format Numbers dialog, in the Format dropdown list, click Currency. e. Click OK. f.
In the Data Mappings column, in the Target for the year row, click the 1 (fixed values) hyperlink.
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Click Blank Calculation and then click OK. In the Calculated Metrics Data Source Mapping dialog, click the second row labeled Value2 and click Delete.
m. Click the Change Source button. n. Click the Workspace tab. o. Under the Data Sources node, click AdventureWorks. p. Click OK. q. The Dimensional Data Source Mapping dialog appears. r. In the Select a measure dropdown list, select Reseller Sales Amount. s. In the Select a dimension section, click New Time Intelligence Filter. t. In the Time Formula Editor dialog, type Year-1 u. Click Preview.
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v. Click OK. w. On the Dimensional Data Source Mapping dialog, click OK. x. In the Calculated Metric Data Source Mapping dialog, in the Formula textbox,
type LastYearSales*1.25
y. Click OK. z. The Editor pane displays. aa. In the Threshold section, in the Best textbox modify the value to 135% bb. In the Threshold section, in the Threshold2 textbox modify the value to 85%
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7.
Creating a Scorecard
Note: In this task you will create a scorecard to expose your KPI.
a. In the Workspace Browser, right-click Dashboard Content node, click New and
Country.
e. Press [Tab] to move from the Name textbox. f.
In the Workspace pane, click the Editor tab. then expand the Dashboard Content node.
g. In the Details pane on the right hand side of the screen, expand the KPI node and
h. Click and drag the Performance KPI and release it to the left side of the editor in
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i. j.
On the ribbon, click the Edit tab. In the View group, click Update. be different in your environment
k. The scorecard is updated with the information from database note values might
At the bottom right of the screen, in the Data Source pane, click the dropdown list and click AdventureWorks. Note: If the AdventureWorks is not available, use workspace browser to move from to click other items on the workspace browser to refresh the options
l.
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m. In the Details pane, expand Dimensions and click Geography. n. Drag the Geography dimension onto the workspace and drop it when the right
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8.
Note: In this task you will create a report that displays the chart.
a. In the Workspace browser, right-click Dashboard Content, click New, and then
click Report.
b.
c. Click OK. d. On the Workspace tab, under data Sources, click AdventureWorks and click
Finish.
e. On the Workspace pane, click the Properties tab. f.
In the Details pane on the right of the screen, expand Measures. Click Resellers Sales Amount and drag to the design pane, release in the Bottom Axis area. In the Details pane, expand Dimensions.
k. In the Details pane, collapse Measures. l. m. Right-click Geography and Move to the Series. n. In the Series, right click Geography and click Select Members. o. Expand the All Geographies node and uncheck the Default Member and All
Geographies members.
p. Click the individual countries under All Geographies.
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q. Click OK. r. On the ribbon, on the Edit tab, click the Report Type dropdown and then click Pie
Chart.
9.
click Dashboard.
b.
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c. Click OK. d. In the New Dashboard textbox, type Performance Dashboard, and then press
[Enter].
e. In the Editor pane, in the Pages section, click Page 1 and then type Performance f.
In the Details pane, expand the Scorecards node, then expand Dashboard Content.
g. Click Performance By Country and drag to the Right Column in the Editor. h. In the Details pane, expand the Reports node, then expand Dashboard Content. i.
Click Performance By Year and then drag to the Left Column in the Editor.
j. l.
In the Workspace Browser pane, right click Untitled Workspace and click Save. In the File name textbox, type PPS Lab and click Save.
Note: Since Dashboard library is not currently created by default to the site, we need to create it manually to make the deployment of the dashboard to work.
a. Use Internet Explorer and mote to url http://intranet.contoso.com/sites/lab13b
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g. Click save
h. Right click the Performance Dashboard on the Workspace Browser and choose
Deploy to SharePoint.
i. j.
An Internet Explorer instance opens and renders the dashboard. Click through the interactive dashboard.
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Developing Business Intelligence Applications Tasks Detailed Steps Note: Click the pie chart and table to see the dynamic browsing options. Performance point services provide exceptional analyzing capabilities using familiar browser interface.
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