Excel Services Displays all or parts of interactive Excel worksheets in the browser –Excel “publish” feature with optional parameters defined in worksheet –Expand / collapse Pivot Table, Sorting, Filtering, Parameters Pass parameters with SharePoint filters to Excel Web Part views Live spreadsheet “co-authoring” with Excel Web Apps via Office Web Apps Excel application development improvements from previous versions –Web Services API allows custom edit, save and collaborative editing applications –REST exposes Excel content and models via a URL –JavaScript Object Model code with Excel web parts “get/set values” Security can be confusing – plan carefully –Trusted File Locations –Connections Source: SharePoint 2010 Technical Resource DVD

Excel Services Control Excel Menus Control Interactive Features

Excel Services Thin rendering in browser View, Interact, Create, Edit Custom applications Web Services, REST API, JavaScript OM Excel Download a Copy or a Snapshot, Open for editing* Author and Publish Spreadsheets Excel *Editing Spreadsheets in SharePoint For editing and viewing changes that do not change the original worksheet use Excel Web Access (EWA) Web Part and set desired Interactivity features For concurrent editing of the original worksheet use Excel Web App via SharePoint Office Web Apps features

Excel Services Save & Send > Save to SharePoint Choose Publish Options to define worksheet area to show and define any parameters Add parameters

Demo: Excel Services

Visio Services Get creative and add reporting “context” with Visio visualization –View in browser as Silverlight or image, NO Visio Client or Visio Viewer needed –Refresh data-driven pivot diagrams in the browser –Integrate diagrams into SharePoint applications with web part connectivity –Extend it with Mash-up API, JSOM and other custom development Save a Visio Web Drawing (.vwd) to SharePoint document library created in Visio Professional 2010 or Visio Premium 2010 versions Embed in SharePoint pages using the Visio Web Access web part Data connectivity and refreshes –SQL Server, OLE DB data sources, SharePoint Lists and Excel Services –Allowed data sources saved in Trusted Data Providers Visio Services external data authentication –Integrated Windows Authentication –Secure Store Service –Unattended Service Account Also a new Visio Process Repository Source:

Visio Services Refreshable data-driven Visio diagrams in SharePoint provide quick visual context for performance monitoring Source: SharePoint 2010 Technical Resource DVD

Visio Services In Visio 2010 use Save As Web Drawing Source: Publish to SharePoint

Reporting Services and Report Builder 3.0 Various Levels of Reporting Services integration with SharePoint –New Local Mode, Native Mode and SharePoint Integrated Mode (preferred) Local Mode –New SharePoint capability to render reports without an integrated Report server –Install SSRS 2008 R2 Add-in for SharePoint 2010 –Only renders uploaded reports (.rdl files) for SharePoint Lists and Access data sources Reporting Services Native Mode –Storage 100% outside of SharePoint –Separate security and management –Two SharePoint Web parts Report Explorer and Viewer configured to point to external Reporting Services instance report(s) –Challenging to pass parameters but it can be done with custom ASP.NET Reporting Services SharePoint Integrated Mode –Storage in SharePoint and Reporting Server –SharePoint configuration, management, display and document library security –SharePoint document library access to history, subscriptions, Report Builder and more –Much easier for SharePoint development and connecting to other Web parts –BIDS deployment settings need to be configured with full paths

Reporting Services and Report Builder 3.0 SSRS Integrated Mode best with SQL Server 2008 R2, SQL Server 2008 has a patch for limited functionality Report Builder 3.0 New Features –Publish new reports to SharePoint or edit existing reports –New reusable Report Parts and the Gallery –New shared datasets offer a way to share a query for multiple reports –SharePoint List data extension –Improved pagination control –Aggregates over aggregates, look up functions Improved visualizations –Sparklines, indicators and basic thematic mapping Rendering Reports to Data Feeds Source: and

Reporting Services and Report Builder 3.0 Add SSRS Content Types to SharePoint Document Library Now can manage, edit or create new SSRS reports Many other SSRS features available in Document Library

Report Builder 3.0 Simple to use Report Wizards Great data visualization tools Easy drag and drop report building Report Part Gallery for reusing report items

Report Viewer Web Part Embed reports and pass parameters from other web parts Query String (URL) Filter “Year” web part connected to SSRS Report “Year” parameter

Demo:Report Viewer and Report Builder 3.0

Self-Service BI with PowerPivot for Excel Mashes-up a wide variety of data sources Data analysis –Pivot Tables and Pivot Charts with robust Slicers for filtering –Data Analysis Expressions (DAX) formulas PowerPivot requires SQL Server 2008 R2 –An Excel 2010 Add-In –Behind the scenes it creates an Analysis Services cube Vertipaq able to process massive data in seconds –Note 32-bit version handles less data than 64-bit –Dataset size limited by amount of available memory IT critical for proper implementation –Plan PowerPivot security and usage policies –Semantic business friendly layer for OLTP sources –Note business users may struggle with trying to combine data that does not have easy to recognize key relationships

Self-Service BI with PowerPivot for Excel Excel 2010 Add-In in Excel Options Launch PowerPivot PowerPivot tab Select data sources

Self-Service BI with PowerPivot for Excel Select Data Sources Import Wizard

Self-Service BI with PowerPivot for Excel Create Relationships between Data Sources

Self-Service BI with PowerPivot for Excel Analyze Data with Pivot Tables and Charts Add New Measures Select Slicers

Self-Service BI with PowerPivot for Excel Add new Measure column using DAX