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Microsoft® Project Server 2010 BI Reporting Quick Reference Guide www.integent.com | 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 1 of 3 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. 2 of 3 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! 3 of 3 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.) 4 of 3