Developing BI Applications Lab

Version: 2.0

Description

The purpose of this lab is to demonstrate the Business Intelligence (BI) capabilities of SharePoint Server 2010. You will begin by using the Chart Web Part to create graphical representations of data within SharePoint lists. Next, you will play the role of an analyst using Microsoft Excel 2010 to examine and data from SQL Server Analysis Services. After creating an Excel workbook that displays BI information, you will then publish the workbook with Excel Services to make it accessible to users using the browser. In the final exercise, you will work with a PerformancePoint Services site and the new Dashboard Designer to create a dashboard for the executive management team at Adventure Works.

Overview

Lab Time: 45 minutes

Lab Folder: C:\Student\Labs\12_BI

Lab Overview: The purpose of this lab is to demonstrate the Business Intelligence (BI) capabilities of SharePoint Server 2010. You will begin by using the Chart Web Part to create graphical representations of data within SharePoint lists. Next, you will play the role of an analyst using Microsoft Excel 2010 to examine and data from SQL Server Analysis Services. After creating an Excel workbook that displays BI information, you will then publish the workbook with Excel Services to make it accessible to users using the browser. In the final exercise, you will work with a PerformancePoint Services site and the new Dashboard Designer to create a dashboard for the executive management team at Adventure Works.

In this lab, you will be working with sales data that has been generated from the AdventureWorks database. The screenshot below will give you an idea of how the AdventureWorks data on sales revenue spans across four years from 2001 to 2004 and is divided up between six different counties.

In exercise 1, you will display this data using the Chart Web Part pulling the data from standard SharePoint lists within a SharePoint site. Note that you can also use the Chart Web Part to pull data from external lists in scenarios where the data lives in backend databases and line of business applications. The main reason that exercise 1 focusing on the Chart Web Part does not use external data is to save time so you can move on the exercises with Excel Services and PerformancePoint as well.

In exercises 2 and 3, you will pull the same data from a cube served up by SQL Server 2008 Analysis Services. This lab assumes that SQL Server 2008 Analysis Services has been properly installed in your environment and that the AdventureWorks 2008 Analysis Services Project sample has been properly deployed.

Note:
Lab Setup Requirements

Before you begin this lab, you must run the batch file named SetupLab12.bat. This batch file creates two new site collections. The first site collection is created at https://intranet.contoso.com/sites/Lab12a and it has a blank site as its top-level site. You will use this site collection as you work on exercise 1 and exercise 2. The second site collection is created at https://intranet.contoso.com/sites/Lab_12b and it has a PerformancePoint site as its top-level site. You will use this site collection in Exercise 3. Also note that the batch file SetupLab12.bat calls a console application named BI_DataGenerator.exe which creates two lists titled Sales By Country and Sales By Year in the site you will use in exercise 1.