
Developing Business Intelligence Apps for SharePoint
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Content
- Intro
- Copyright
- Table of Contents
- Preface
- Why You Need to Read This Book
- Business Application Components
- The Example Application
- Conventions Used in This Book
- Using Code Examples
- Safari® Books Online
- How to Contact Us
- Acknowledgments
- Part I.
- Chapter 1. SharePoint, Apps, and Business Intelligence
- So What Does All This Have to Do with Business Intelligence?
- Chapter 2. Choosing the Right Tools for the Job
- Technology Selection Goals
- Solution Components
- Visual Studio LightSwitch
- SharePoint Server 2010-2013
- SharePoint Development: Past, Present, and Future
- Farm Solutions: SharePoint 2007
- Sandbox Solutions and CSOM: SharePoint 2010
- The Cloud App Model with Apps for SharePoint: SharePoint 2013
- Our Strategy
- SQL Server 2012 for Business Intelligence
- Summary
- Chapter 3. Basic Concepts of Relational Database Design
- Normalization
- First Normal Form: Stop repeating yourself
- Second Normal Form: The Whole Key
- Third Normal Form: Nothing but the Key
- Bringing It All Together
- Many-to-Many Relationships
- Summary
- Part II.
- Chapter 4. Why You Need LightSwitch
- Traditional SharePoint Development Is Difficult
- Custom Development Is Tedious
- Build Custom Apps, Coding Optional
- Chapter 5. Start with Data
- Defining Basic Fields and Data Types
- Using the Properties Window
- Enhancing a String with a Choice List
- Setting Default Values
- Adding Relationships
- Business Types
- Defining Uniqueness
- Practicing What We Just Learned
- Calculated Computed Properties
- Advanced Relationships
- Summary
- Chapter 6. Screens: The LightSwitch User Interface
- Creating Screens
- Using Read-Only Controls
- Displaying Related Fields
- Launching the Application for the First Time
- Creating a Modal Window
- Summary
- Chapter 7. Adding Business Logic
- Change Tracking in LightSwitch
- Factoring Out Repeated Logic
- Customizing the Add and Edit Buttons
- Designing Running Screens
- Creating a Custom Details Page
- Custom Validation
- Summary
- Chapter 8. Application Security, Access Control, and Personalizing Your Application
- Enabling Authentication: Windows or Forms
- Adding a Welcome Message Using Our ViewModel
- Adding a Query to the Model
- Add the Query to the Screen (ViewModel)
- Binding to Query Parameters
- Summary
- Chapter 9. Running and Debugging Our Application
- The LightSwitch Runtime Experience
- The LightSwitch Grid Control
- Sorting
- Export to Excel
- Search
- What's Really Happening Between Our Client and the Server?
- Running as a Web Application
- Summary
- Chapter 10. LightSwitch with SharePoint Data
- Logical SharePoint Architecture
- Adding a SharePoint Data Source
- Relating to SharePoint Data
- Populating the Knowledge Base
- Summary
- Chapter 11. Deploying Your LightSwitch Application
- The Application Designer
- The Publishing Wizard
- What Kind of Application Do You Want to Deploy?
- Where Will the Application's Services Be Hosted?
- Remotely Publish the App or Just Package It for Now?
- Do You Need an SSL Certificate?
- How Will You Deploy Your Database?
- Should LightSwitch Create an Application Administrator Account?
- Specify Other Connection Information
- Signing Your Code
- Ready to Deploy
- Deploying Your Packages to the Server
- A First Look at the Database
- Summary
- Part III.
- Chapter 12. Introduction to Business Intelligence
- What Is Business Intelligence?
- Applications of Business Intelligence
- Microsoft's Tools for Business Intelligence
- SQL Server Database Engine
- SQL Server Analysis Services (Prior to 2012)
- PowerPivot for Excel and SharePoint
- Summary
- Chapter 13. Business Intelligence Semantic Model (BISM)
- Why Business Intelligence Semantic Model?
- BISM Design Goals
- Business Intelligence Semantic Model Architecture
- Consuming Data from OData Sources
- How Do Existing Analysis Services Applications Translate to the New Semantic Model?
- Pros and Cons of the New BI Tabular Data Model
- How Do the Data Access Methodologies Stack Up?
- xVelocity (Tabular)
- MOLAP (UDM)
- ROLAP (UDM)
- DirectQuery (Tabular)
- Business Logic
- DAX Syntax
- Getting Started with DAX
- Chapter 14. Populating Sample Data into Our Database
- Downloading Adventure Works Data from Microsoft
- Attaching the Database
- Importing People from Adventure Works
- Synthesizing Help Desk Queues from Adventure Works
- Importing Tickets from Adventure Works
- Review the Results
- Chapter 15. Building the Help Desk Tabular Cube
- Importing SQL Server Data into PowerPivot
- Connecting Excel to the PowerPivot Model
- Importing Data from the Windows Azure Marketplace DataMarket
- Summary
- Chapter 16. Enriching the Cube: Relationships and DAX
- Relationships in PowerPivot
- Manually Adding Relationships
- Traversing Relationships with DAX
- Hiding Columns and Tables from Client Tools
- Using DAX to Aggregate Rows in a Related Table
- Calculating Earliest and Latest Related Dates with DAX
- Parsing Strings with DAX
- Counting and Aggregating Related Rows with DAX
- Count of Distinct Values with DAX
- Calculating the Difference Between Dates with DAX
- Adding a Measure from the Excel Side
- Counting Rows Across an Inactive Relationship
- Creating a Hierarchy for Dates
- Looking Up Related Data Without an Active Relationship
- Summary
- Chapter 17. Deploying to SharePoint
- Sharing with Your Team
- Summary
- Chapter 18. SQL Server Analysis Services (SSAS)
- Scalability
- Manageability
- Security
- Development Tools
- Direct Feature Comparison
- Upgrading a PowerPivot Workbook to a Tabular Model
- Validating the Deployment
- Automating Processing Your Cube
- Summary
- Part IV.
- Chapter 19. PivotTable Basics
- Meaning from Data
- The Universal Business Intelligence Tool
- PivotTables
- Ranking Largest to Smallest
- Percentage of Parent Row
- Filtering and Sorting PivotTable Dimensions
- Visual Totals
- Values on Rows
- PivotCharts
- Summary
- Chapter 20. Slicers
- Inserting an Additional PivotTable
- Connecting Additional PivotTables to Slicers
- Summary
- Chapter 21. Formatting
- Custom Slicer Formatting
- Disabling Gridlines and Headings
- Formatting PivotTables and PivotCharts
- Summary
- Chapter 22. PivotTable Named Sets
- Scenario: Last Four Years of Ticket Counts and Total Average Time to Closure
- Reusing a Named Set for Another Chart
- Summary
- Chapter 23. Sparklines and Data Bars
- Sparklines: Intense, Simple, Word-Sized Graphics
- Adding a Data Bar
- Summary
- Chapter 24. Configuring a Gallery for Reporting Services, Power View, and Excel Services
- Enabling Required Features
- Creating the PowerPivot Gallery
- Enabling Business Intelligence Content Types
- Setting Up Your Default View
- Summary
- Chapter 25. Reporting Services Basics
- What Is Reporting Services?
- Report Architecture
- Creating a Reporting Services Data Source
- Launching Report Builder 3.0
- Creating Datasets
- Creating a Reporting Services Report
- Adding a Chart
- Consuming an OData Feed from Reporting Services
- Summary
- Chapter 26. Advanced Reporting Services Charting
- Create a Drill-Down Report
- Creating a Basic Chart
- Applying Predefined Styles
- Size the Chart and Preview
- Adding a Parameter to the Report
- Applying Dataset Filters
- Construct a Filter Expression
- Validating the Parameterized Report
- Creating a Dynamic Chart Title
- Headers and Footers
- Two Approaches to Drill-Down Reporting
- Basic Drill-Down Reports
- Advanced Pop-Up Window Drill-Down Report
- Summary
- Chapter 27. Subscriptions and Data Alerts
- Report Subscriptions and Delivery
- How Does It Work?
- Setting Up a Report
- Common Scenarios for Subscriptions
- Data Alerts
- How Data Alerts Work
- Managing Data Alerts
- Creating a New Data Alert
- Summary
- Chapter 28. Excel Services and Power View
- What Is Excel Services?
- What Is Power View?
- Why Are We Talking About Excel Services and Power View Together?
- Publishing a PowerPivot Model to Excel Services
- Using Excel Services 2013 as an OData Feed
- Using Power View on a PowerPivot Model
- Saving Your Power View
- Exporting to PowerPoint
- Connecting to Tabular Cubes
- Summary
- Chapter 29. What's Next for Excel and Power View 2013
- Quick Explore
- Trend Chart
- Drill To
- PowerPivot and Power View Are Built into Excel 2013
- Enabling the PowerPivot and Power View Add-ins
- Adding a Power View Report
- Power View Maps
- Maps with Pie Charts
- Power View Hierarchies and Drill Down
- Power View Pie Charts, Slices, and Drill Down
- Enabling Tabular Drill Down with the Matrix
- Key Performance Indicators
- Building an Average Days to Closure KPI
- Surfacing KPIs in Power View
- Filtering a KPI Table with a Pie Chart
- Adding a Trend Chart
- Bringing It All Together
- Summary
- Part V.
- Chapter 30. Architecture to Support SharePoint BI
- SharePoint Architecture with SQL 2012 BI
- Content, Service Application, and Configuration Databases
- Reporting Services (SSRS)
- Excel Services
- PowerPivot and Power View
- SharePoint 2013 Changes
- SQL Server Analysis Services (SSAS)
- The BI Light-Up Story
- Summary
- Chapter 31. The Infrastructure
- The Environment
- Active Directory
- SharePoint Web Server
- SharePoint App Server
- SQL Database Server
- Development Machine
- Microsoft SharePoint 2010
- Visual Studio LightSwitch 2011
- The LightSwitch Development Environment
- LightSwitch Server Runtime Components
- SQL Server
- SQL Server Analysis Services
- SQL Reporting Services
- SQL Server Database Engine
- SQL Server Licensing
- Summary
- Chapter 32. Your Environment
- Server Requirements
- Physical Versus Virtual
- Single Server Versus Multi-Server
- Logical Requirements
- Recommended Specs
- Summary
- Chapter 33. Active Directory
- Before Setting Up Active Directory
- Creating the Active Directory
- Managing Service Accounts
- Service Accounts Management
- Managed Service Accounts: Windows Server Version
- Managed Service Accounts: SharePoint Team Edition
- Security in Active Directory
- Setting Group Policy
- Summary
- Chapter 34. Visual Studio LightSwitch
- Visual Studio LightSwitch Client-Side Installation
- Microsoft Minimum Requirements for Running Visual Studio LightSwitch
- Experiential Recommendation for Visual Studio LightSwitch Requirements
- Client-Side Installation of Visual Studio LightSwitch
- Visual Studio LightSwitch Server-Side Implementation
- Installing Visual Studio LightSwitch Server-Side Extensions
- Summary
- Chapter 35. Installing the BI Components for SharePoint
- SQL 2012 for PowerPivot on the App Tier
- Upgrading from PowerPivot 2008 R2 to 2012
- Clean Install of PowerPivot 2012
- Summary
- Chapter 36. PowerPivot Instance Configuration
- Initial PowerPivot Instance Configuration
- Summary
- Chapter 37. PowerPivot Service Application Configuration
- PowerPivot Management Dashboard Setup
- Request Allocation
- Load Balancing with xVelocity
- Caching: xVelocity Versus Disk Cache
- Using the PowerPivot Management Dashboard
- Summary
- Chapter 38. Excel Services Configuration
- Excel Services and the Secure Store
- What Is the Secure Store Service?
- Configuring the Unattended Service Account for Excel Services
- Allow Cross-Domain Access
- Summary
- Chapter 39. Office Client Configuration of PowerPivot and Power View
- Getting Started
- PowerPivot Version 2
- The Light-Up Story for PowerPivot and Power View in Office 2013
- Power View Light Up on SharePoint
- Summary
- Chapter 40. SQL Server Reporting Services Configuration
- Provisioning Subscriptions and Alerts
- Email Configuration
- Key Management
- Leveraging EffectiveUserName
- Summary
- Index
- About the Authors
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