BI Funcasts The Mac-Guyver Techniques BI - The Mac-Guyver Techniques : Office Sharepoint Excel Services Gunter Staes – ) Partner Technology & Solution Advisor Microsoft Belgium

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Agenda The Mac-Guyver Techniques Series The Mac-Guyver Techniques Series What we did until now What we did until now Demo Demo Resources Resources What’s next What’s next

The Mac-Guyver Techniques Series Lower the barrier. Lower the barrier. Enable quick time to market. Enable quick time to market. High-level overview of end-2-end BI Solution. High-level overview of end-2-end BI Solution. Does not replace any form of training. Does not replace any form of training. Provide solutions for common problems. Provide solutions for common problems. Guide you to the best resources. Guide you to the best resources. Down to earth technical introduction Down to earth technical introduction 14/2 : BI - The Mac-Guyver Techniques : SQL Server Integration Services. 28/2 : BI - The Mac-Guyver Techniques : SQL Server Analysis Services. 14/3 : BI - The Mac-Guyver Techniques : SQL Server Reporting Services. 21/3 : BI - The Mac-Guyver Techniques : SQL Server Analysis Services & Excel 2007, better together. 4/4 : BI - The Mac-Guyver Techniques : Microsoft Office Sharepoint Server Excel Services. 18/4 : BI - The Mac-Guyver Techniques : Performance Point 2007 (Monitoring) 2/5 : BI - The Mac-Guyver Techniques : Performance Point 2007 (Analytics) 16/5 : BI - The Mac-Guyver Techniques : Performance Point 2007 (Planning)

Agenda The Mac-Guyver Techniques Series The Mac-Guyver Techniques Series What we did until now What we did until now Demo Demo Resources Resources What’s next What’s next

What is Excel Services What it is NOT : Browser based Excel replacement/Alternative. What it is : Web Based UI to publish Excel Workbooks Excel Hell solution Web Service API Secure sharing of Workbook Control over items to share Manage permissions using SharePoint Security. Trusted File/Connection Location Include Workbook in BI Dashboards Reliability & Availability Offload Calculation workloads to Server Multi User Scenario’s

Excel Services Overview Excel 2007 Design and author BI Abilities Visualization Browser High quality web rending Zero-footprint Interactive View and Interact Custom applications Set & get spreadsheet values Perform calculations Retrieve full workbook file Programmatic Access Open snapshots Open full spreadsheet Excel 2007 Export/Snapshot into Excel Spreadsheets stored in document libraries Server calculation and rendering External data retrieval and caching Choose the parts you want to publish Protect, Share & Reuse Spreadsheets Publish Spreadsheets Office SharePoint Servers

Extensibility Explore Workbook by Web Services. Manage Session Set Values Data/Workbook processing Return Results User Defined Functions VBA or native code languages. Managed Code extension

Understanding the components Excel Calculation Services Excel Web Access Excel Web Services Excel Calculation Service Proxi (on the front end). Also Balances Load on multiple App Servers Trusted File Locations

Connecting to External Data Connections Embedded connections Linked connections (with embedded copy or not) Trusted Subsystem & Delegation TS : Front&Back end have 2-Way Trust. Files can be retrieved Security token cannot be delegated to other computers. D : Front-ends delegate user’s identity to back-end servers which can delegate it to other servers. Unattended Account Used when XLS-Services accesses a Data-Source not using Windows Authentication Authentication Windows authentication SSONone

Connecting to External Data Trusted Data Providers ODBC, MSOLAP,... Must be explicitly trusted. Data Connection Libraries Central management Securing by Sharepoint’s Access Control Lists Trusted Data Connection Libraries Excel Services will only load Data connection files from trusted resources. Relying on Sharepoint Security (Approval, Worlflow, Item-Level sec,...)

Putting it All Together BI in the tools where you need it + workflow + portal + ecm + Business Data Catalog + Search + … Ready to use, easy to customize The sum is greater than the parts.

Agenda The Mac-Guyver Techniques Series The Mac-Guyver Techniques Series What we did until now What we did until now Demo Demo Resources Resources What’s next What’s next

Agenda The Mac-Guyver Techniques Series The Mac-Guyver Techniques Series What we did until now What we did until now Demo Demo Resources Resources What’s next What’s next

Agenda The Mac-Guyver Techniques Series The Mac-Guyver Techniques Series What we did until now What we did until now Demo Demo Resources Resources What’s next What’s next

Resources Blog : Blog : Book : The Microsoft Data Warehouse toolkit. Book : The Microsoft Data Warehouse toolkit. Whitepaper - External Data Connections For Excel Services Whitepaper - External Data Connections For Excel ServicesWhitepaper - External Data Connections For Excel ServicesWhitepaper - External Data Connections For Excel Services Using Excel Web Services in a SharePoint Web Part Using Excel Web Services in a SharePoint Web Part Using Excel Web Services in a SharePoint Web PartUsing Excel Web Services in a SharePoint Web Part Deploying and Optimizing a SharePoint Web Part That Calls Excel Web Services Deploying and Optimizing a SharePoint Web Part That Calls Excel Web Services Deploying and Optimizing a SharePoint Web Part That Calls Excel Web ServicesDeploying and Optimizing a SharePoint Web Part That Calls Excel Web Services SharePoint Server 2007 Sample: Web Part That Calls Excel Web Services SharePoint Server 2007 Sample: Web Part That Calls Excel Web Services SharePoint Server 2007 Sample: Web Part That Calls Excel Web ServicesSharePoint Server 2007 Sample: Web Part That Calls Excel Web Services

Agenda The Mac-Guyver Techniques Series The Mac-Guyver Techniques Series What we did until now What we did until now Demo Demo Resources Resources What’s next What’s next

What’s next 14/2 : BI - The Mac-Guyver Techniques : SQL Server Integration Services. 28/2 : BI - The Mac-Guyver Techniques : SQL Server Analysis Services. 14/3 : BI - The Mac-Guyver Techniques : SQL Server Reporting Services. 21/3 : BI - The Mac-Guyver Techniques : SQL Server Analysis Services & Excel 2007, better together. 4/4 : BI - The Mac-Guyver Techniques : Microsoft Office Sharepoint Server Excel Services. 18/4 : BI - The Mac-Guyver Techniques : Performance Point 2007 (Monitoring) 2/5 : BI - The Mac-Guyver Techniques : Performance Point 2007 (Analytics) 16/5 : BI - The Mac-Guyver Techniques : Performance Point 2007 (Planning)