Download Data Sources

Microsoft®
Project Server 2010 BI Reporting
Quick Reference Guide
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Where Project
Managers and
Microsoft® Meet.
http://www.mpug.com
Available BI Tool Options
Tool
Description
PWA Project Center Views
Best Used For
Visio & Visio Services
Default PWA dashboard for viewing Project Summary Information
Interface for non-traditional data driven reports that still provide intuitive
navigation.
When specific metrics have been defined via project level enterprise custom fields
When a simple chart is not sufficient, enables the creation of more visually compelling
graphics such as a map or timeline that is linked to source data.
Excel: Retrieval and analysis of data without advanced query skills or formatting
requirements.
PowerPivot: More advanced analysis of large amounts of data retrieved with advanced
queries from multiple sources or complex calculations.
Excel & PowerPivot for Excel
Familiar interface, yet very powerful tool that can be used locally by casual users
or power users for sophisticated analysis.
Excel Services
A SharePoint service application that enables the sharing of Excel workbooks in a
centralized secure location.
Sharing large complex workbooks in a browser environment with a dashboard like
layout without exposing the underlying complex calculations or intellectual property.
Performance Point Services
A SharePoint service application that supports creation of content types used in
the development of insightful business dashboards.
Performance Point dashboards are an excellent BI aggregator that can make
connections to most of the other BI Tools.
Reporting Services
A SQL service, the traditional workhorse for sophisticated business reporting.
Supports both native and SharePoint integrated modes.
Used for relatively static reports that only require basic filtering criteria. Can easily
accommodate the automated distribution of reports on a regular schedule. Can access
multiple data sources.
Report Builder 3.0
A lightweight reporting tool available via free download for creating basic reports
with Reporting Services without using more technical tools like Visual Studio.
Best for simple reporting by inexperienced or non-technical report authors.
Data Sources
Relational
(Reporting DB)
Decisional
(Analysis Services Cubes)
 Up-to-date data
 Superset of data available in the AS cubes
 No drilldown required in report
 Aggregation across dimension(s)
 Efficient for reports on time phased data
 Key Performance Indicators
Reporting database & OLAP Cube schemas are available in Project Server 2010 SDK http://tinyurl.com/MPN-PS2010-SDK
Use unique service account with Read Only permission to access the data
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Excel Services Security
Physical Architecture
This diagram shows a farm deployment. The front-end Web servers run on IIS and host the Web
Parts for business intelligence services, Web services, and proxy that are required for
communication between the client and the service applications.
In Excel Services setup a Secure Store to manage access to the Reporting Data Source by
Report Consumer
Report Author
Report Consumer
 Excel Client does not use Secure Store
Service (SSS)
 Requires direct authentication against
SQL
 Setup author group with db_datareader
rights to RDB
 Excel Services uses Secure Store Service
(SSS)
 Setup app profile in SSS with service
profile that has db_datareader rights
 Authenticate the security group of users
to use the profile
Data Sources: Additional data sources and provider types can be located in each product’s in each
product’s individual documentation or listed in the SharePoint Server service. For example, you can view a
list of provider IDs, provider types, and descriptions for Excel Services data sources by going to SharePoint
Central Administration  Excel Services  Trusted Data Providers.
Sample SQL Connection Strings
Standard Security
Data Source=myServerAddress;Initial Catalog=myDataBase;User Id=myUsername;Password=myPassword;Data
Trusted Connection
Data Source=myServerAddress;Initial Catalog=myDataBase; Integrated Security=SSPI;
Connecting to an SQL Server instance
The syntax of specifying the server instance in the value of the server key is the same for all connection strings for SQL Server.
Server=myServerName\theInstanceName;Database=myDataBase;Trusted_Connection=True;
Connect via an IP address
Data Source=190.190.200.100,1433;Network Library=DBMSSOCN;Initial Catalog=myDataBase;User ID=myUsername;Password=myPassword;
DBMSSOCN=TCP/IP. This is how to use TCP/IP instead of Named Pipes. At the end of the Data Source is the port to use. 1433 is the default port for SQL Server.
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Tool:
Where do I
Start?
Where this
Stored?
Data
Connection
PWA Project Center Excel/PowerPivot/
Views
Excel Services
Visio & Visio Services
Report Builder 3
Performance Point
Services
Reporting Services
Project Web App
Desktop
Desktop or BI report library
Desktop
PWA►Business Intelligence
Center►PerformancePoint
Content
Desktop
Project Web App
Desktop &
SharePoint
Document Library
Native Mode:
http://reportservername/Reports
SharePoint Integrated Mode:
PWA►Business Intelligence►
report library
Desktop & SharePoint
Document Library
PWA►Business Intelligence
Center►PerformancePoint
Content
Native Mode:
http://reportservername/Reports
SharePoint Integrated Mode:
PWA►Business Intellegence►report library
Directly to Reporting
database or Data Model
Directly to Reporting
database or existing ODC file
Directly to Reporting
database or existing ODC file
Directly to Reporting database or
existing ODC file
1. Start Excel
2. Select Data►Get
External Data, choose
Existing Connections or
From Other Sources
3. If necessary define Data
connection
4. Configure Excel Chart as
desired
5. Save to SharePoint
document library for use
in Web Part of
PerformancePoint
dashboard
1. Download & install Report
Builder 3.0
2. Open Report Builder 3
3. Configure the Data Source
4. Edit Connection String and
identify the Server and
Database names
5. Enter Credentials
6. Test Connection to validate
7. Define the report Dataset
query
8. Configure and Preview the
report layout
9. Save the report to the report
server or SharePoint Report
Library
10. Confirm a valid Report Data
Source is associated with the
new report
1. Start Visio
2. Mock up report in Visio
3. Link shapes to database:
Data►Link Data to
Shapes►Microsoft SQL
Server Database
4. Select: Server, Reporting
DB, appropriate UserView
5. Enter name of Data
Connection
6. Select your Data Connector,
Rows & Columns
7. From External Data window,
drag & drop item onto
graphical element
8. Use Data►Data Graphics to
configure item appearance
based upon its value
9. Save to SharePoint
document library
1. Navigate to PerformancePoint -PWA►Business Intelligence
Center►PerformancePoint
Content►New Item
2. Dashboard Designer will
download & install
3. In Workspace Browser►Data
Connections, select an existing
Data Connection or Create a new
Data Source
4. In Workspace
Browser►PerformancePoint
Content, right-click to create a
new item or select existing
content
5. If new item, select desired
content template and select data
source
6. From Details pane drag desired
fields to appropriate area
7. Right-click in report area to
change the report type, format
and filter
8. Save to PerformancePoint report
library
9. When displaying the
PerformancePoint content in a
browser, right-click on item and
select Decomposition Tree for
further drilling into the data
Full Complimentary
Exercise Available Here!
Full Complimentary Exercise
Available Here!
Full Complimentary Exercise
Available Here!
N/A
Directly to Reporting
database or existing
ODC file *see Trusted Data
Connection
Report
Creation
Steps
1. Go to PWA
2. Select PWA►Server
Settings►Manage Views
3. Click New View
4. Select View Type: Project
Center
5. Specify a Name for your new
view
6. Add desired fields and order
7. Add Security Categories
For a complete list of
MPN’s Complimentary
BI Exercises find here:
blogs.msprojectnow.com
Links to
Additional
Information
Full Complimentary Exercise
Available Here!
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1. From SQL Server Business Intelligence
Development Studio (comes with SQL)
create a project
File►New►Project►Report Server
Project
2. Enter Project Name and click OK
3. In Solution Explorer right-click on
Reports►Add►New Item►Report
4. Enter the report name and click Add
5. In the Report Data panel right-click on
Data Sources►Add Data Source...
6. Enter unique descriptive name
7. Edit Connection String and identify the
Server and Database names
8. Test Connection to validate
9. If applicable enter Credentials
10. In the Report Data panel right click on
Datasets Datasets►Add Dataset...
11. Enter Dataset name and select the Data
source you created
12. Click on Query Designer...
13. Add desired views (start with
MSP_Epm***_UserView's)
14. Define relationships and Query
15. From Toolbox pane drag report items
to design surface
16. Format report and Save All
17. Copy the report's *.rdl file from the
Business Intelligence Projects directory
18. Load the *.rdl file to the ...Reports
directory or the SharePoint Reports
Also see Setting the PerformancePoint
library
Unattended Services Account, which is
19. Associate a valid Report Data Source
necessary for creating PPS reports!
with the new report
Full Complimentary Exercise
Full Complimentary Exercise Available
Available Here!
Here!
Click here to see a list of all of Integent’s resources on reporting (Articles, WebNLearns, Presentations, Discussions, etc.)
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