310 Chapter 8 Bringing It All Together To create a dashboard Note The steps in this procedure are intentionally very high level. You can review all these steps in more detail in Chapter 7, “PerformancePoint Services.” 1. In Dashboard Designer, create a data source. 2. Create the dashboard items (KPI, scorecard, reports, and lters). Important Different from a SharePoint lter, in PerformancePoint a lter is a Web Part object, created using Dashboard Designer, that modies the data presented in a published PerformancePoint dashboard. The available lters include Custom Table (or a tabular data source), MDX Query, Member Selection, Named Set, Time Intelligence, and Time Intelligence Connection Formula. Display lters, such as List, Tree, and Multi-Select Tree, give users intuitive controls to navigate hierarchies and values. To learn more about creating lters in Dashboard Designer, see Chapter 7, “PerformancePoint Services.” You can create a PerformancePoint lter “natively” in SharePoint if it was previously created in Dashboard Designer. 3. Assemble the dashboard by adding what you have created in the way of KPIs, score- cards, reports, and lters. 4. Preview, test, and deploy the dashboard. Next, let’s add some Web Parts. Add a SharePoint Filter to the Page 311 To add Web Parts to the Web Parts page 1. Just as you would in Excel Services and Visio Services, click Add A Web Part on the Web Parts page. 2. Select the PerformancePoint Scorecard Web Part. This is an empty scorecard Web Part from which you can point to the published scorecard. PerformancePoint objects are stored in lists, in a trusted location. 3. Type in the location and click OK. The PerformancePoint Scorecard dialog box should appear in the Web Part, as shown in the preceding illustration. To complete the dashboard, add some KPIs. You can use the standard connection framework in SharePoint to associate PerformancePoint lters with standard SharePoint Web Parts. 312 Chapter 8 Bringing It All Together The Web Part Page As a result of creating the Web Parts without positioning, your page will look like the follow- ing image. You can see how the Web Parts are interactive when published by clicking on Stop Editing in the Page tab. Note in this image that we have selected Denmark to cascade and drill in on the PerformancePoint Scorecard Web Part. Summary This chapter looks at some of the basic features that SharePoint includes for creating dash- boards and includes step-by-step walkthroughs to help get you started. Microsoft has many products that can help you achieve great BI. Sometimes you might want to choose one product instead of another—for technical reasons, because of BI maturity, or to meet the comfort level of a particular user. One of the strengths of SharePoint is its Quick Reference 313 ability to store documents related to many BI reports or solutions, and it can also surface BI functionality from many different features and products. So even if your company discovers insights by using different tools or features, you can use SharePoint to bring them together and enjoy the advantage of using them in a single place. In particular, SharePoint dashboards are extremely useful for bringing all the data and insights together into one place. Quick Reference To Do this Determine if you want to create a dashboard “native” to SharePoint or a PerformancePoint dashboard See the section “Which Dashboard Tool Should I Use?” Create a page where you can surface reports, KPIs, and other BI insights side by side—when the initial reporting was created with different features or products Create a dashboard page in SharePoint. See the section “Dashboard (Web Part) Pages in SharePoint.” Surface Excel-based reporting in a dashboard in SharePoint Create Excel reports that show the desired BI insights. See the section “Create the Excel Workbook.” Add and congure Excel Web Access Web Parts on your dashboard page. See the section “Show the Workbook in Web Parts.” View diagrams as part of a larger dashboard BI solution Add Visio Web Drawings to your dashboard page. See the section “Add a Visio Web Drawing.” Filter an entire dashboard page (including mul- tiple Web Parts on the page) by the same value or set of values Add a SharePoint Filter to the page, and connect it to the appropriate Web Parts. See the sections “Add the Filter to the Dashboard” and “Congure the Filter.” Add a Visio Web Part to the dashboard Click Add a Web Part in the WebPartPage and navigate to a VDW le. Click OK. See the “Add a Visio Web Drawing” section in this chapter. Add a ”native” KPI to a SharePoint dashboard page In general, you can use Excel Services or Performance Point to surface KPIs. The simplest type of KPI is natively part of SharePoint. See the section “Add SharePoint KPIs” in this chapter. Create a Web Part derived from a PerformancePoint Report or Scorecard Review the high-level steps for creating a PerformancePoint Web Part in section “Add a PerformancePoint Web Part”. 315 Appendix A Virtual Machine Setup and SharePoint Conguration In this appendix, we provide you with the following two options for server setup so that you can use the tools discussed in this book. Option 1: ■ You can download and install the 2010 Information Worker Demonstration and Evaluation Virtual Machine (RTM). The virtual machines (VMs) are already pre-congured for you. Option 2: ■ Follow the guides and relevant links in this appendix to create the VMs from scratch and set up a test conguration. The VMs enable you to work along with the exercises with minimal effort and with minimal impact on your other machines. ■ Perform the required SharePoint 2010 installation and conguration procedures. These procedures are essential for you to succeed in following the exercises. This section ref- erences resources such as articles and videos to help you get up to speed. ■ Perform the necessary security conguration steps. This is essential for connecting to external data. It is also extremely important for securing business intelligence (BI) assets. Options for Software Installation and Conguration The authors went back and forth between two viable options for setting up an environment in which you can test the tools. On one hand, you have the option to download a VM onto an existing machine that has Windows 2008 R2 with Hyper-V enabled. On the other hand, you might want to start from scratch by installing Windows 2008 R2, enabling Hyper-V, and creating your own VMs by installing and conguring the available 180-day evaluation soft- ware. The benets and tradeoffs of each method are described in the following table. 316 Appendix A Virtual Machine Setup and SharePoint Conguration Benets Tradeoffs Precongured VM You get a large variety of software fea- tures already installed and congured on one VM. The size of the VM and number of pre- congured platforms require a robust machine with a minimum of 4 GB of RAM, with 8 GB recommended. The les might take more than an afternoon to download. Much simpler and quicker than manu- ally installing and creating your VMs. Some troubleshooting is required. Manual setup You get the IT professional experience and understanding from setting up your own VM, which can prove helpful if you need to set up a development or pro- duction environment in the future. This option requires more research about installing and conguring the software that is needed for each VM, and thus requires more time. You will need to seek out various online resources to nd out how oth- ers overcame some of the potential blocking issues. You have the option of choosing the minimum conguration to test the tools. You must download and install more software if you want to try out all that the pre-congured VMs have to offer. In the precongured VM, Active Directory has been congured for more than 200 “demo” users with metadata in an organizational structure. All these user proles have been import- ed and indexed for search within SharePoint Server 2010 but are not necessary for the exercises in the book. SharePoint Server 2010 has been congured in a “complete” farm, using Kerberos authenti- cation and the default SQL Server 2008 instance for data, and has a site collection created by using the Team Site template at http://intranet/ and a FAST Search Center at http://intranet/ search/. You can also create other site collections after you have set up VM “a”. To learn more, see Chapter 7, “PerformancePoint Services,” which shows you how to create a site collection using the Business Intelligence Center template. Overview of Hyper-V, for Both Options For both manual setup and pre-congured setup, you must install Windows Server 2008 R2 and enable the Hyper-V role. It gives you the tools and services to create and manage a VM-based computing environment. You can manage and run multiple VMs on one physical computer using Hyper-V. You can use the available trial version for 180 days. The computer you choose as the host also matters, because it must have a Hyper-V-capable processor. Option 1: Set Up a Pre-congured VM 317 Option 1: Set Up a Pre-congured VM The following is a modied version of the Virtual Machine Setup Guide.docx, which you get when you download the install les. Download The download is very large and usually requires some time. We recommend that you use the Akamai Download Manager to download faster; it also can pause and resume if the download is interrupted. Make sure to locate the faster download links at the bottom of the main download page at http://www.microsoft.com/downloads/en/details. aspx?FamilyID=751fa0d1-356c-4002-9c60-d539896c66ce&displaylang=en. Of the les you nd on that page, you need the following: ■ Virtual Machine 2010-7a parts 1-12 ■ Virtual Machine 2010-7a parts 13-20, SFV & Setup Guide ■ Virtual Machine 2010-7b (needed only if you want to run Exchange Server) What Comes with the Download and Other Considerations Everything you need to work through the exercises in this book is included on one VM, except for the exercises in Chapter 3, “Getting to Trusted Data.” The download includes an Active Directory domain and CONTSOS.COM with DNS and WINS congured. Virtual Machine “a” The 2010-7a VM contains the following pre-congured software: ■ Windows Server 2008 R2 Standard Evaluation Edition x64, running as an Active Directory Domain Controller for the “CONTOSO.COM” domain with DNS and WINS ■ Microsoft SQL Server 2008 R2 Enterprise Edition with Analysis, Notication, and Reporting Services ■ Microsoft Ofce Communication Server 2007 R2 ■ Microsoft Visual Studio 2010 ■ Microsoft SharePoint Server 2010 Enterprise Edition ■ Microsoft Ofce Web Applications ■ FAST Search for SharePoint 2010 ■ Microsoft Project Server 2010 318 Appendix A Virtual Machine Setup and SharePoint Conguration ■ Microsoft Ofce Professional Plus 2010 ■ Microsoft Visio 2010 ■ Microsoft Project 2010 ■ Microsoft Ofce Communicator 2007 R2 (Optional) Virtual Machine “b” The 2010-7b VM contains the following pre-congured software: Note VM 2010-7b is optional; it is not required to work through the exercises in the book. ■ Windows Server 2008 R2 Standard Evaluation Edition x64, joined to the “CONTOSO. COM” domain ■ Microsoft Exchange Server 2010 System Requirements To install VM “a”, you will need the following: ■ Supported Operating Systems: Windows Server 2008 R2 ■ Windows Server 2008 R2 with the Hyper-V role enabled ■ Drive Formatting: NTFS ■ Processor: Intel VT or AMD-V capable ■ RAM: 8 GB or more (more is always nice) ■ Hard disk space required for install: 50 GB Pre-congured VM Setup The following are steps and considerations as you setup VM “a” for going through the exer- cise in the book. Performance Considerations Unpack and run the VM image on a fast hard drive (7200 RPM or better). This drive will work better if it is different from the drive containing the operating system of the host machine. If you are installing the VM on a laptop, a second internal drive or external eSATA drive works best, although a USB 2.0 (make sure it’s 2.0, because 1.1 is too slow) or FireWire connection is acceptable. For the absolute best performance, use a second internal SSD drive. Option 1: Set Up a Pre-congured VM 319 Host Conguration You can use the following procedure to congure the VM host. To prepare the host machine 1. Install the Hyper-V role on your Windows Server 2008 R2 host. Note Use Windows Server 2008 R2. Older versions of Hyper-V cannot import the VM package, can trigger activation of the software included in the image, and are likely to give you reduced performance. 2. Extract the VM image. a. Copy the archive les for the VM to local disk. b. Extract the VM image by running the self-extracting executable. c. Set the extraction location on a separate drive as suggested in the previous sec- tion, “Performance Considerations.” Note Extracting can take some time, depending on your machine's resources. [...]... site at http://www.endusersharepoint.com/ EUSP2010 /2010/ 06/ 09/ how-to-install -sharepoint- 2010- on-small-farm-part-1-full-installationon-small-farm-up-to-managing-service-applications/ 334 Appendix A  Virtual Machine Setup and SharePoint Configuration SharePoint 2010 Installation and Configuration Install SharePoint Server 2010 You must install SharePoint Server 2010 For helpful information about how to... http://go .microsoft. com/fwlink/?LinkId=187074 The author of this video guide, Asif Rehmani, is a SharePoint MVP, MCT, and is president of SharePoint- Videos.com Also view the TechNet SharePoint Server deployment topic “Deployment for SharePoint Server 2010, ” at http://technet .microsoft. com/en-us/library/cc26 295 7.aspx Configure SharePoint Server 2010 After installing Microsoft SharePoint Server 2010, you... Install and Configure Windows 2008 R2 for Hyper-V This section simply points you to useful links containing instructions for installing Windows 2008 R2 and configuring your server for Hyper-V Install Windows 2008 R2 on Your Physical Host Machine For detailed information about this process, see the TechNet topic “Installing Windows Server 2008 R2,” at http://technet .microsoft. com/en-us/library/dd3 795 11(WS.10).aspx... PowerPivot VertiPaq engine The numbered items in the following list correspond to the circled areas in the image: 1 Host machine: Your host machine is the machine on which you need to install Windows Server 2008 R2, either by using a physical DVD or installing and learning to use ISO image software 2 VM (or guest machine), MOSS-DC.contoso: Contains your Active Directory domain structure, in which you need... machine unless you install the mounting software Install SQL Server 2008 R2 For detailed information about this process, see the MSDN topic “How to Install SQL Server 2008 R2,” at http://msdn .microsoft. com/en-us/library/ms1432 19. aspx Install SharePoint Server 2010 For detailed information about this process, see the topic “How to Install SharePoint Server 2010 on a Small Farm,” on the ES2010 site at http://www.endusersharepoint.com/... SharePoint, SQL Server roles, and client roles, such as the Unattended Service account and SharePoint Admin account This machine becomes your domain, and it will probably need a physical IP address You will join the other VMs to the domain Option 2: Set Up Your Own VMs on Windows 2008 R2 331 3 Second VM (or guest machine), SP2010-BI: Includes Windows Server 2008 R2 + SQL Server 2008 R2 + SharePoint. .. encryption key” Finally, see the TechNet topic “Configure the Unattended Service Account for PerformancePoint Services,” at http://technet .microsoft. com/en-us/library/ee836145.aspx Resources for Configuring Security Resources that you might find useful when configuring security include: ■ “Configure a SharePoint Server 2010 farm for business intelligence by using NTLM” (http://technet .microsoft. com/en-us/library/gg266385.aspx)... by modifying the file For this example, the following procedure was performed using Excel 2010 Note  Although you can create a reusable odc file in Visio 2010 by using the data connection wizard, it is a common practice to create and modify the file in Excel 2010, to make it available to both Excel and Visio in SharePoint To publish an existing Office Data Connection file (.odc) to SharePoint 1 Open... (http://technet .microsoft. com/en-us/library/ff7 294 57.aspx) ■ "Use Secure Store with SQL Server Authentication (SharePoint Server 2010) " (http:// technet .microsoft. com/en-us/library/gg 298 9 49. aspx) Security for the Services Dedicated to BI 337 Configure the odc file When you have a local odc file on your computer and you want to publish a Visio 2010 or Excel 2010 file to SharePoint 2010, you must upload the odc file to the SharePoint Server... http://go .microsoft. com/fwlink/?LinkId=207411 ■ To configure Excel Services: Watch the video at http://go .microsoft. com/ fwlink/?LinkId=207412 ■ To configure Visio Services: Watch the video at http://go .microsoft. com/ fwlink/?LinkId=207413 For more information, see the following TechNet topics: ■ “Configure Excel and Excel Services with SQL Server Analysis Services (SharePoint Server 2010) ” (http://technet .microsoft. com/en-us/library/ff7 294 57.aspx) . for SharePoint 2010 ■ Microsoft Project Server 2010 318 Appendix A Virtual Machine Setup and SharePoint Conguration ■ Microsoft Ofce Professional Plus 2010 ■ Microsoft Visio 2010 ■ Microsoft. discovers insights by using different tools or features, you can use SharePoint to bring them together and enjoy the advantage of using them in a single place. In particular, SharePoint dashboards. indexed for search within SharePoint Server 2010 but are not necessary for the exercises in the book. SharePoint Server 2010 has been congured in a “complete” farm, using Kerberos authenti- cation