Configuring SharePoint 2013 for Business Intelligence

In this course, you will learn how to configure your SharePoint 2013 farm to use all the wonderful Business Intelligence features SharePoint has to offer.
Course info
Rating
(149)
Level
Intermediate
Updated
Apr 30, 2014
Duration
4h 41m
Table of contents
Configuring the Secure Store Service
Create a Business Intelligence Center
Excel Services
Install SQL Server Analysis Service
Data Refresh and the Unattended Service Account
Install and Configure PowerPivot for SharePoint
SQL Server Reporting Services
Power View for SharePoint 2013
PerformancePoint Services
Access Services 2013
Visio Graphics Services
Description
Course info
Rating
(149)
Level
Intermediate
Updated
Apr 30, 2014
Duration
4h 41m
Description

SharePoint has many Business Intelligence (BI) tools to help you make informed business decisions quickly and accurately, but getting them all to work properly can be an intimidating task. With this course, you will chart your way through the treacherous waters of SharePoint BI and reach the other side intact. SharePoint BI has many moving parts, many of which involve manipulating SQL Server, which is never an easy thing. This course explores not only SharePoint, but SQL Server as well. You will learn to configure Excel Services, which is the backbone of so many of the BI tools, and install SQL Server Analysis Services to work with SharePoint. Beyond that, we cover PowerPivot, Power View, SQL Server Reporting Services, and many other BI tools of SharePoint. This is a must-view course if you need to prepare your SharePoint farm for Business Intelligence.

About the author
About the author

Bill Kulterman is an educator, author, and a Microsoft Certified Trainer (MCT). Bill has been a trainer for more than a dozen years, educating students in Excel, Visio and a bevy of additional solutions. In recent years he has focused solely on SharePoint and SharePoint Online through Office 365. When he's not creating courses, he can usually be found riding his bike or relaxing near his Koi pond.

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Section Introduction Transcripts
Section Introduction Transcripts

Excel Services
Hi, Welcome to Pluralsight. My name is Bill and this module is Excel Services. And you might have guessed by the title, that's what we're going to work with today. We're going to work with our Excel Services. Let's take a look at what we're going to do today. We're going to start by creating the Excel Services Service App, and that's a very simple process. Chances are you've already done it once or many times, and if you haven't, it's very similar to what we did in a previous module when we created the Secure Store Service App. You're going to see as we work with these service applications throughout this course, the process is very, very similar on all of them. Once we have that up and running, we're going to need to grant database access to our service account, and then because we have the Office Web Apps running in our SharePoint farm, we're going to need to suppress them so that Excel Services can do its thing, and we'll talk more about that when we get to that section. And once we have that all done and ready to go we will go and test to make sure that our Excel Services are working properly and correctly. So we've got a lot of great things in store, so why don't we go ahead and let's get started.

Install SQL Server Analysis Service
Hi, Welcome to Pluralsight. My name is Bill, and this module is Install SQL Server Analysis Service. Let's go ahead and take a look at what we're going to cover today. We'll start by installing the SQL Server Analysis Service, hey, just like the title of this module. That's what we're going to do, and no you didn't stumble onto a SQL course by accident. This is still SharePoint, we simply need to have that SQL Server Analysis Services running on our SQL Server so that we can take full advantage of the Business Intelligence options of SharePoint 2013. The next thing we're going to do is attach the database. We're going to go ahead, we have some sample databases that we're going to use today, and they came from the good people at CodePlex, and we'll give you that information later on. Next we need to add the Service Account Login, very simple procedure, and one that, get used to because we're going to be doing it a lot throughout this course. After that we'll add a Multidimensional Data Cube, some more information that we're going to get from the good folks at CodePlex. We have to configure the firewall so that our SQL Server and our SharePoint Server can talk to each other. And lastly, we'll go ahead and do a simple basic test of our Analysis Services to make sure that that cube is up and running just the right way. A lot of stuff ahead of us, a lot of fun, so why don't we go ahead and let's get started.

Data Refresh and the Unattended Service Account
Hi. Welcome to Pluralsight. My name is Bill and this module is Data Refresh and the Unattended Service Account. I've told you before that SharePoint BI has a lot of moving parts and today we're going to deal with some of the more difficult ones, but don't panic. I'm here, I'm going to get you through it. So why don't we go ahead now and take a quick look at exactly what we're going to be doing today. We're going to start with a discussion of Data Refresh, what it is, and what some of the problems are that we face with Data Refresh in our SharePoint Business Intelligence. From there we will go ahead and we will create a new target application. Now don't worry about what that is right now, we're going to discuss that in great detail when we get there. And after that, we're going to configure our Excel Services to use the Secure Store. Remember early back, several modules ago, we set up that Secure Store, and I told you we we're going to come back to it, and this is our first instance. And believe me, we're going to see the Secure Store a couple more times before we're done with this course. Then we're going to go ahead and add the Service Account Login, yes we need another Service Account. And we will test that Data Refresh. We're going to test what we've done up to this point. Then we have to go ahead and give that target application that we created in the beginning of this module to the SQL Server Analysis Services Cube, that Multidimensional Cube that we loaded in a previous module. And then last we're going to go ahead and test out the Data Refresh with that Cube. Alright, I know it sounds like a lot, and it is, we've got a lot of stuff to go ahead and cover, but don't worry, like I said, I'm here, I'm going to get us through it, and we're going to have a lot of fun, so why don't we go ahead and let's get started.

Power View for SharePoint 2013
So what exactly is Power View you might be asking me. Well, Power View, if I may, I'm going to go ahead and give you directly from Microsoft; Power View is an interactive data exploration, visualization, and presentation experience that encourages intuitive ad hoc reporting. So what that means is that basically Power View is a really cool way to create visualizations of what might otherwise be boring data. Rather than having people look through piles of rows, and columns of numbers, and trying to figure out what's going on, you can very easily and quickly create a visualization like a chart, a graph, a map, all kinds of different things with Power View and put it up on SharePoint, and people can just look at it and say, oh yeah, hey, there it is and they can interact with it. So it makes it easier to drill down and understand what the data is telling us, alright. And let me tell you, with everything that we've done so far, Power View is really simple to get up and running. So let's go ahead and let's talk about what we're going to discuss today. We'll start by activating Power View, and that's as simple as it sounds. We don't even have to go to our SharePoint Server in this module at all. Everything we're going to do we can do from a client machine. Next we're going to go ahead and create a Power View visualization and that's it. I told you, Power View, very, very simple given what we've done already in this course. Alright, let's not waste any more time. Why don't we go ahead and let's get started.

PerformancePoint Services
Hi, welcome to Pluralsight. My name is Bill and this module is PerformancePoint Services. So at this part of the program we're going to be talking about, you probably guessed it, PerformancePoint Services. Now PerformancePoint is all about creating dashboards. With PerformancePoint, we can create KPIs, we can create charts, filters, scorecards, all kinds of really great business analytics tools that your users can go ahead and drill down into that data to their heart's content. So let's go ahead and take a look at what we're going to do in this module. We're going to start by configuring PerformancePoint Services. This is a pretty easy process. There's not a lot of tough things for us to do in here and, in fact, it's very similar to the things that we've already done throughout this course. You're going to see as we go through this process there isn't really anything that's new that we haven't already done with some of our other Business Intelligence features. Next we're going to go ahead and configure our PerformancePoint Services to use the Secure Store. See, that's what I'm talking about. That sounds familiar, doesn't it? How many times have we done that? Then we're all about going ahead and actually checking it out and making sure it works. We're going to create a new Data Source, create a Report, create a Dashboard, and then we're going to add that Report to the Dashboard and deploy it to SharePoint. It's pretty cool stuff, we're going to have a lot of fun, so why don't we go ahead and let's get started.