BI-200




Welcome
Query and Reporting
Level 200
What Will We Cover?


  Accessing SQL Server 2008 Business Data
  Using Microsoft® Office Excel® 2007
  Accessing and Publ...
Agenda


 Business Intelligence Overview
 Empowering IT Professionals
 Using Office SharePoint Server for
 Centralized Bus...
Understanding Business Intelligence

                                               Delivery

                            ...
Business Data Reporting

            Generic Data Flow Process to Build Base for Reports




                            P...
Agenda


 Business Intelligence Overview
 Empowering IT Professionals
 Using Office SharePoint Server for
 Centralized Bus...
Empowering IT Professionals


  PivotTable and PivotChart
  Accessing External Data Sources to Import
  Data into PivotTab...
Empowering IT Professionals
PivotTable

  Pivot Data
  Interactive Views
  Easy Formatting




                           ...
Empowering IT Professionals
PivotChart

  PivotChart Provides a Graphical
  Representation of the Data in a
  PivotTable R...
Empowering IT Professionals
  PivotTable and PivotChart Comparison




A row label corresponds to a
category

A column lab...
Empowering IT Professionals
Accessing External Data Sources

  Accessing External Data Sources to Import
  Data into Pivot...
Empowering IT Professionals
Sorting and Filtering
Demo


   Empowering IT Professionals
   Task 1: Import Data into an Office Excel
   PivotTable
   Task 2: Sort and Filter...
Agenda


 Business Intelligence Overview
 Empowering IT Professionals
 Using Office SharePoint Server for
 Centralized Bus...
Office SharePoint Server


 Office SharePoint Server Overview
 Securing Business Data
   Control access
   Auditing
 Displ...
Office SharePoint Server
Office Excel Services

  Secure Spreadsheets
  Import Spreadsheets
  Interaction with Office Exce...
Demo
   Viewing Business Intelligence Data
   Using Office SharePoint Server

   Task 1: Access a Data Source Through the
...
Agenda


 Business Intelligence Overview
 Empowering IT Professionals
 Using Office SharePoint Server for
 Centralized Bus...
Integrating SQL Server 2008 Reporting
Services with SharePoint Services

 SQL Server 2008 Reporting Services
 Overview
 Di...
Integrating SQL Server 2008 Reporting
Services with Office SharePoint Server
                                             ...
SQL Server 2008 Reporting Services
Architecture
                       Reporting Services Architecture
                   ...
SQL Server 2008 Reporting Services
Features

  Delivers Enterprise, Web-Enabled Reporting
  Functionality
  Queries a Wide...
Displaying SQL Server Reports


  Report Explorer
  Report Viewer
Demo
   Exploring SQL Server 2008 Reporting
   Services Integration with SharePoint
   Services
   Task 1: Use Office Shar...
Agenda


 Business Intelligence Overview
 Empowering IT Professionals
 Using Office SharePoint Server for
 Centralized Bus...
SQL Server 2008 Reporting Services
Features and Capabilities

  Centrally Managed Server-Based Solution
  Highly Interacti...
Create Reports
Access Data Source


                   Access SQL Server Data


                                          ...
Create Reports
Report Authoring

  Report Designer
  Report Builder
Publishing and Accessing Reports


  Report Manager
  Subscription-Based Reports
  Cache Reports
  Snapshot Reports
Demo


   Creating and Publishing Reports
   Task 1: Access IT System Performance
   Data Using SQL Server Reporting Servi...
Session Summary


 Empower IT Professionals with PivotTables
 and PivotCharts
 Improve Organizational Effectiveness
 Throu...
Where to Find More Information


Visit TechNet at technet.microsoft.com
Also, check out TechNet Edge
     edge.technet.com...
Supporting Publications




         For the more titles, visit
http://www.microsoft.com/?linkid=9638673
Training Resources


Course ID   Title
6236A       Implementing and Maintaining Microsoft
            SQL Server 2008 Repo...
Become a Microsoft Certified Professional


  What are MCP Certifications?
    Validation in performing critical IT functi...
Microsoft TechNet Plus

TechNet Plus is an essential, premium, Web-enabled, and live support resource that provides IT
Pro...
Business Intelligence for IT Professionals Part 1 - Query and Reporting
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Business Intelligence for IT Professionals Part 1 - Query and Reporting

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Help Desk is not able to report key support metrics to IT managers to ensure that Help desk is meeting SLA goals and budget requirements. Help Desk spends a great deal of time manually putting together reports from different databases and then storing the reports in many different locations. Help desk needs performance data on call volumes, response times, labor per incident numbers, and labor costs metrics that need to be pulled and monitored in real time to ensure that Help desk meets target SLA's and budget. Help Desk also needs to include information about system uptime and other parameters which are available in the System Center Operations Manager data warehouse. Microsoft BI solutions solve these problems by publishing automated reports to centralized locations that is organized, secured, and that can be aligned to business process needs. Office SharePoint Server provides these capabilities which can drastically reduce labor involved creating help desk performance reports by publishing the support data from backend databases to IT Help Desk portals in real time. Office SharePoint can also be used to access System Center Operations Manager data to monitor system performance, monitor application and service health, and monitor configuration changes. Office Excel can be integrated with SharePoint Server to publish help desk data and system performance reports while still empowering IT departments to access and analyze business and system performance data. SQL Server Reporting Services reports can publish to a central location and integrate with SharePoint Server which will also reduce labor involved creating reports and solving IT system issues. The BI solutions together can easily monitor IT system health issues from one central location in real time and at the same time access Support performance data to ensure that Help desk is meeting SLA's goals.

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Business Intelligence for IT Professionals Part 1 - Query and Reporting

  1. 1. BI-200 Welcome
  2. 2. Query and Reporting Level 200
  3. 3. What Will We Cover? Accessing SQL Server 2008 Business Data Using Microsoft® Office Excel® 2007 Accessing and Publishing Business Data Using Office SharePoint ® Server Integration of SQL Server 2008 Reporting Services with Office SharePoint Server Creating and Publishing Reports Using SQL Server 2008 Reporting Services
  4. 4. Agenda Business Intelligence Overview Empowering IT Professionals Using Office SharePoint Server for Centralized Business Intelligence Data Views Integrating SQL Server 2008 Reporting Services with Office SharePoint Server Creating and Publishing Reports Using SQL Server 2008 Reporting Services
  5. 5. Understanding Business Intelligence Delivery Content Collaboration Search Management Office SharePoint Server Office Excel Analytic Reports Dashboards Scorecards Plans Workbooks Views End-User Tools and Performance Management Applications Office PerformancePoint™ Server Office Excel BI Platform SQL Server SQL Server Reporting Services Analysis Services SQL Server database management system (DBMS) SQL Server Integration Services Database Flat Files Microsoft Dynamics
  6. 6. Business Data Reporting Generic Data Flow Process to Build Base for Reports Publishing Report Authoring Reports published on Microsoft Office Query SharePoint Server 2007 Office Excel files Data Warehouse/Cube System Center Operations Manager
  7. 7. Agenda Business Intelligence Overview Empowering IT Professionals Using Office SharePoint Server for Centralized Business Intelligence Data Views Integrating SQL Server 2008 Reporting Services with Office SharePoint Server Creating and Publishing Reports Using SQL Server 2008 Reporting Services
  8. 8. Empowering IT Professionals PivotTable and PivotChart Accessing External Data Sources to Import Data into PivotTable and PivotChart Sorting and Filtering Capabilities
  9. 9. Empowering IT Professionals PivotTable Pivot Data Interactive Views Easy Formatting PivotTable
  10. 10. Empowering IT Professionals PivotChart PivotChart Provides a Graphical Representation of the Data in a PivotTable Report PivotChart Report Displays Data Series, Categories, Data Markers, and Axes PivotChart
  11. 11. Empowering IT Professionals PivotTable and PivotChart Comparison A row label corresponds to a category A column label corresponds to a data series
  12. 12. Empowering IT Professionals Accessing External Data Sources Accessing External Data Sources to Import Data into PivotTable and PivotChart Data Import Options
  13. 13. Empowering IT Professionals Sorting and Filtering
  14. 14. Demo Empowering IT Professionals Task 1: Import Data into an Office Excel PivotTable Task 2: Sort and Filter Features of Office Excel
  15. 15. Agenda Business Intelligence Overview Empowering IT Professionals Using Office SharePoint Server for Centralized Business Intelligence Data Views Integrating SQL Server 2008 Reporting Services with Office SharePoint Server Creating and Publishing Reports Using SQL Server 2008 Reporting Services
  16. 16. Office SharePoint Server Office SharePoint Server Overview Securing Business Data Control access Auditing Displaying Business Data Accessing data source from Business Data Catalog Displaying lists and filtering data
  17. 17. Office SharePoint Server Office Excel Services Secure Spreadsheets Import Spreadsheets Interaction with Office Excel Access and update data sources in Office Excel Import PivotTable and PivotChart data
  18. 18. Demo Viewing Business Intelligence Data Using Office SharePoint Server Task 1: Access a Data Source Through the Business Data Catalog Task 2: Create Lists to Display IT System Performance Data Task3: Configure Excel Services and Access Spreadsheets
  19. 19. Agenda Business Intelligence Overview Empowering IT Professionals Using Office SharePoint Server for Centralized Business Intelligence Data Views Integrating SQL Server 2008 Reporting Services with Office SharePoint Server Creating and Publishing Reports Using SQL Server 2008 Reporting Services
  20. 20. Integrating SQL Server 2008 Reporting Services with SharePoint Services SQL Server 2008 Reporting Services Overview Displaying SQL Server Reports
  21. 21. Integrating SQL Server 2008 Reporting Services with Office SharePoint Server Microsoft Report Model Custom Report Browser Office Designer Designer Applications Builder System Report Manager Report Viewer Programmatic Interfaces XML Web Service and URL Access Report Server Office SharePoint Server Report Builder—Query Generation Report Sources Drill-Through Report Generation Report Processing Report Server Proxy Endpoint Document Data Processing Management Output Formats Rendering Delivery Security Collaboration SharePoint Configuration Report Server Databases Database Content Database Office SharePoint Server Integrated Mode Architecture of SQL Server 2008
  22. 22. SQL Server 2008 Reporting Services Architecture Reporting Services Architecture Report Report Report User Designer Manager XML Web Services Interface Report Server Output Formats Data Sources Report Processing HTML, Excel, PDF, SQL Server, OLE DB, Custom ODBC, Oracle, Custom Data Retrieval Rendering Scheduling and Security Delivery Security Services Delivery Targets SQL Server Catalog Windows NT, Custom E-mail, File Share, Custom
  23. 23. SQL Server 2008 Reporting Services Features Delivers Enterprise, Web-Enabled Reporting Functionality Queries a Wide Variety of Data Sources Publishes Reports in Various Formats Generates Ad Hoc Reports Creates Drill-Through Reports and Interactivity Provides Multiple Presentation Formats Creates Custom Controls and Report Items
  24. 24. Displaying SQL Server Reports Report Explorer Report Viewer
  25. 25. Demo Exploring SQL Server 2008 Reporting Services Integration with SharePoint Services Task 1: Use Office SharePoint Server to Access Reports Task 2: Publish IT System Availability Reports
  26. 26. Agenda Business Intelligence Overview Empowering IT Professionals Using Office SharePoint Server for Centralized Business Intelligence Data Views Integrating SQL Server 2008 Reporting Services with Office SharePoint Server Creating and Publishing Reports Using SQL Server 2008 Reporting Services
  27. 27. SQL Server 2008 Reporting Services Features and Capabilities Centrally Managed Server-Based Solution Highly Interactive
  28. 28. Create Reports Access Data Source Access SQL Server Data SQL Report Dataset Data Source Database SELECT employee-id Data Source =ABCSQL2008 FROM Employee Initial Catalog =Adventure works
  29. 29. Create Reports Report Authoring Report Designer Report Builder
  30. 30. Publishing and Accessing Reports Report Manager Subscription-Based Reports Cache Reports Snapshot Reports
  31. 31. Demo Creating and Publishing Reports Task 1: Access IT System Performance Data Using SQL Server Reporting Services Task 2: Create and Publish IT System Availability and Performance Reports
  32. 32. Session Summary Empower IT Professionals with PivotTables and PivotCharts Improve Organizational Effectiveness Through Office SharePoint Server Identify the Ready-to-Use Tools and Services in SQL Server 2008 Reporting Services
  33. 33. Where to Find More Information Visit TechNet at technet.microsoft.com Also, check out TechNet Edge edge.technet.com Or, just visit www.microsoft.com/?linkid=9638673 for additional information on this session
  34. 34. Supporting Publications For the more titles, visit http://www.microsoft.com/?linkid=9638673
  35. 35. Training Resources Course ID Title 6236A Implementing and Maintaining Microsoft SQL Server 2008 Reporting Services For more training information http://www.microsoft.com/?linkid=9638673
  36. 36. Become a Microsoft Certified Professional What are MCP Certifications? Validation in performing critical IT functions Why Certify? Worldwide recognition of skills gained via experience More effective deployments with reduced costs What Certifications Are There for IT Pros? MCTS, MCITP www.microsoft.com/certification
  37. 37. Microsoft TechNet Plus TechNet Plus is an essential, premium, Web-enabled, and live support resource that provides IT Professionals with fast and easy access to Microsoft experts, software, and technical information, enhancing IT productivity, control, and planning. Evaluate and Learn Plan and Deploy Support and Maintain Evaluate full versions of all Microsoft Two complimentary Professional Support commercial software for evaluation— Use the TechNet Library to plan for incidents for use 24/7 (20-percent without time limits; this includes all deployment using the Knowledge Base, discount on additional incidents) client, server, and Microsoft Office resource kits, and technical training system applications Access more than 100 managed Use exclusive tools, like System Center newsgroups and get next business day Try out all the latest betas before public Capacity Planner, to accurately plan for response—guaranteed release and deploy Exchange Server and System Center Operations Manager Use the TechNet Library to maintain your Keep your skills current with quarterly IT environment with security updates, training resources, including select service packs, and utilities Microsoft E-Learning courses Get all these resources and more with a TechNet Plus subscription. For more information visit: technet.microsoft.com/subscriptions

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