Sharing SQL data in SharePoint


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Microsoft SharePoint is a collaboration software that provides a web based portal for business intelligence, content management and document sharing. In this session we will start with the basics of sharing a SQL table as a 'List' in Sharepoint. Next we move on to fun stuff of integrating SQL Server Reporting Services integration. Finally we share a PowerPivot analysis built off our SQL data.

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  • We will cover all but PerformancePoint. That could be an hour itself.
  • How to kill 3 days
  • Sharing SQL data in SharePoint

    1. 1. Share SQL in SharePoint
    2. 2. Agendas• SharePoint overview• Server Prerequisites• SQL to SharePoint Methods – SharePoint Lists – Excel Services and PowerPivot – SSRS Reports – SSAS Cubes• Quick Dashboarding
    4. 4. Consultant Bio Allen Smith• Projects: – GE Oil & Gas – McJunkin Redman – Southwestern Energy – American Farmers & Ranchers Insurance• Blog:• Contact:• Twitter: @CognitiveBI
    5. 5. SharePoint OverviewData Sources Intermediate Tool SharePoint Objects SharePoint SSIS ListsSQLData SharePoint Excel ServicesDatawarehouse PowerPivot SSRS SSRS Integration Analysis Data Services Cube Performance Point
    6. 6. Server PrerequisitesToday’s Demo Server: – SQL 2012 Database and Analysis Services • AdventureworksDW (database and cube) – SQL 2008 SSRS In Integrated Mode • SSRS Add-in for SharePoint 2010 • us/download/details.aspx?id=622 – SharePoint 2010 • Microsoft SQL Server PowerPivot for SharePoint – Excel 2010 • Microsoft PowerPivot Add-in
    7. 7. SharePoint Lists - Requirements• Download and Install SharePointListAdapter for SSIS:• Install SharePoint Designer – Select 32bit or 64bit based on Office programs installed.• Create an SSIS Project to transfer data – The easy 22 page tutorial:
    8. 8. SharePoint Lists – Create List• Use SharePoint Designer• Connect to site• Lists & Libraries menu• Create List• Edit List Columns – Add each column• Save List• Confirm in Browser
    9. 9. ListAdapter Component View Image from CodePlex: ‘SharePointListAdaptersReadme.rtf
    10. 10. SharePoint Lists – SQL to List
    11. 11. SharePoint Lists – Settings
    12. 12. SharePoint Lists – User View
    13. 13. DEMO
    14. 14. SharePoint Lists – User Edits• Users with permission can edit and save item details.• Eric got bitten and moved to Forks Washington, 98331
    15. 15. SharePoint Lists – Lists to SQL
    16. 16. Excel• Connect to SQL Data• Build analysis, dashboard or pivot table• Save Spreadsheet• In SharePoint, create Document Library• Upload Options – Use ‘Add Document’ to upload from browser. – In Excel use File Menu, Save & Send • ‘Save to SharePoint’
    17. 17. PowerPivot• From Basic to Advances Analysis
    18. 18. DEMO
    19. 19. Learn PowerPivot !• Practical Self-Service BI with PowerPivot for Excel – SQL Saturday Precon – August 23rd, 8:00 AM to 5:00 PM –• Then, you can publish to SharePoint!
    20. 20. SSRS Feature CompatibilityFeatures Sharepoint ProductPower View, a feature of SQL Server 2012 SharePoint Server 2010 EnterpriseReporting Services Add-in for MicrosoftSharePoint Server 2010 EnterpriseEdition.Reporting Services Data Alerts.PowerPivot.General Reporting Services report viewing SharePoint Server 2010 Standardand feature integration with SharePoint. SharePoint Server 2010 Enterprise SharePoint Foundation 2010.
    21. 21. SSRS Report Deployment• Upload RDL file• Use Java menu on report item: – “Manage Data Sources”• Upload data source file or create custom data source
    22. 22. SSAS Cubes (via Excel)• Use Excel to Create a data source .ODC file connecting to your SSAS server.• Close Excel• Upload the ODC file to SharePoint• Click the ODC file, it will open in Excel• Create your analysis• Upload the spreadsheet to SharePoint• Click new spreadsheet to work with cube data in browser
    23. 23. SSAS KPI List• Create new Status List• New – SSAS based Status Indicator• Select Data Source• Select KPI
    24. 24. Dashboard Demo Bring it all together• Go to Home, ‘All Site Content’• ‘Create’ Button for new WebPart Page• Add Web Partlets to each section of page