Microsoft Business Intelligence: Executive Dashboards and Reporting with Microsoft Tools


SKU: d9f54e4f447a. Category: .

Product Description

About Microsoft Business Intelligence

Microsoft Business Intelligence: Executive Dashboards and Reporting with Microsoft Tools provides an introduction to creating BI solutions using the Microsoft suite of tools. It has an emphasis on Excel Services, PowerPivot, PerformancePoint, SharePoint, and SSRS.

Tutorials walk you through how to go about creating multifaceted BI dashboards, including KPIs, Scorecards, PivotTables, and Graphs.

A final section introduces designing and building Data Warehouses, including a simple walkthrough for creating a SSAS cube.

If you’re just getting into the world of Microsoft BI and would like to do “one stop shopping” for all the basics, this is the book for you.

The Class

This book is an excellent accompaniment to our public course on the same topic.


Dave Ply, Stowe St. Pierre & Tim Runcie

This book covers

  • Introduction to Business Intelligence
    • What is Business Intelligence?
    • SharePoint 2010 BI
    • Project Server 2010
  • BI Tools Overview
    • Tool Selection and Business Areas
      • Self Service and Personal Business Intelligence
      • Business Intelligence for the Community
      • Organizational Business Intelligence
    • SharePoint BI Center and PerformancePoint Services
      • Dashboard Designer
      • SharePoint Designer
    • Visio Services
    • Excel Client, PowerPivot, and Power View
      • PowerPivot
      • Power View
    • Excel Services
      • Excel Web Application Verses Excel Web Access
    • MS SQL Server
      • Database Services
      • Analysis Services (SSAS)
      • SQL Integration Services (SSIS)
      • SQL Reporting Services (SSRS)
      • Vertipaq Model
  • BI Components
    • Overview
    • Status Indicators and KPIs
      • SharePoint Status Lists and Indicators
      • PerformancePoint Indicators and KPIs
      • PerformancePoint KPIs
      • Score Cards
    • Filters
      • SharePoint Filters
      • PerformancePoint Filters
    • Pivot Tables
    • Charts and Graphs
      • How do Charts and Graphs Work?
      • What are the Different Types of Charts, Graphs, and Gauges Available?
      • When Should We Use Pivot Tables versus Charts and Graphs?
      • Charting Variations Between Tools
      • Sparklines and Data Bars
    • Maps
      • Geographic Mapping
    • Web Parts
    • Dashboards
    • Excel Reports
    • SQL Server Reports
    • Visio Diagrams
    • Decomposition Trees
  • Data Sources
    • Analytical DBs, Cubes, and Dynamic Reporting
      • Project Server 2010 Cubes
      • Other Cubes, and How to Build Your Own
      • Slicing, Dicing, Drill Up/Down, and Pivot
    • Relational DBs
      • Project Server DBs
    • Other Data Sources
      • PowerPivot
      • XML
      • SharePoint Lists
      • SSRS Report Feeds
    • Data Connections
      • ODBC
      • OLE DB
      • Connection Strings and Security
      • How To Create an .odc Connection File
  • Excel Reporting
    • Let’s Go!
    • How To Create and Modify an Excel Pivot Report From a Project Server Cube
      • How to Display an Excel Report in SharePoint
      • Excel Report on Standard SharePoint Page
      • How to Publish Only Parts of an Excel Report and Specify Parameters
    • Take a REST
      • The How
      • The What and Where
      • Limitations
    • Tips and Tricks
      • Non-PivotTable Dynamic Data
      • Multiple Reports from the Same Excel File
      • Carrying Cache
  • SSRS Reporting
    • Overview
    • Getting Started with Report Builder
    • Tour of Report Builder Components
      • The Big Picture
      • Options – Setting the SSRS Report Location
      • Toolbar Ribons: Home, Run, Insert, View
      • Report Data Pane
      • Design Pane
      • Grouping Panes: Rows and Columns
      • Property Pane
      • Report Components
    • Wizards
    • Planning
    • Walkthroughs: Overview
      • Data for Walkthroughs
    • Walkthrough 1: Table Based Report
      • We’re Off to See the Wizard
      • Designing a Query
      • A Brief Digression About Joins
      • Back in the Saddle
      • Filters
      • More Wizardry: Choosing Fields and Groups
      • Instant Gratification
      • Where the Groupies Hang Out
      • Sorting
      • Formatting
      • Text Boxes and Placeholders
      • More Cleanup
      • More Grouping Techniques
      • Expressions
      • Parameters Revisited
      • Headers and Footers
      • Print Settings and Page Breaks
      • Saving Reports and Datasets
      • Walkthrough Summary
    • Walkthrough 2: Matrix Reporting
      • A New Beginning
      • Vertical Labels
      • Adding Matrix Columns and Headers
      • Column Hierarchy
      • Tooltips
      • Walkthrough Summary
    • Walkthrough 3: Chart and Graph Based Reports
      • Chart Sizing
      • Problems, Problems, Problems
      • Answers, Answers, Answers
      • More on Parameters and Filtering
      • Swapping Chart Types
      • Scope: Not Just a Mouthwash
      • Walkthrough Summary
    • The End (Not Really)
  • Building a Dashboard
    • Overview
    • Planning Guidelines
    • Steps
      • Identify the Users, and Find Out What They Want to See
      • Make Sure the Data is Available
      • Decide On Which Component Types Should Be Used
      • Create Component Items
      • Test and Deploy
      • Final Stages
    • Dashboard Designer
      • Launch Dashboard Designer
      • Dashboard Designer Quick Tour
    • Dashboard Walkthrough
    • Dashboard Component Creation Walkthough
      • Creating Data Sources
      • Creating KPIs
      • Creating a Scorecard
      • Creating a KPI Details Component
      • Dashboard Page Creation – Part One
      • Creating a Filter
      • Creating an Analytic Chart
      • Creating an Analytic Grid
      • Creating an Excel Report
      • Creating a Reporting Services Report (SSRS)
      • Creating a Strategy Map with a Scorecard Tie-In
      • Creating a Web Page Report
      • Dashboard Page Creation – Part Two
    • Decomposition Tree
    • Deploying to Production
    • BI Site Home Page
  • Building Data Warehouses
    • Overview
    • OLAP verses OLTP
    • Design Prerequisites
      • Requirements
      • Users
    • Detail Design Steps
      • Requirements Gathering
      • Dimensional and Relational Design
      • Design and Develop the Data Maintenance Applications
      • Slowly Changing Dimensions
      • Rapidly Changing Dimensions, or Large Slowly Changing Dimensions
      • Junk Dimensions
      • Just the Facts, Ma’am
      • ETL Planning
    • Design and Develop the Analysis Applications
      • Build a Cube Walkthrough
    • Epilogue
  • Resources
    • About These Resources
      • Web Resources

Dave Ply, Senior Development Advisor

Dave is an application developer with a deep and broad range of experience with various technologies and industries over a span of 35 years. He has worked in mainframe, Unix, and Microsoft environments.

He is adept with both web-based and client/server development. He has extensive database experience, especially relational databases. He has comprehensive familiarity with all phases of application development, i.e. Definition, Analysis, Design, Programming, Testing, and Deployment. His extensive experience makes Dave an asset in any environment, especially here at Advisicon.

Stowe St. Pierre, MCSE + I, Senior SharePoint Advisor

Stowe is a Senior SharePoint Advisor with Advisicon, Inc. He brings over 10 years of experience in SharePoint development and Information Technology. He also holds the prestigious Microsoft Certified Systems Engineer + Internet (MCSE + I) certification.

Stowe is creative and innovative with strong problem solving skills. He possesses an outstanding customer-focused reputation. He is dedicated to meeting expectations and requirements of internal and external customers with exceptional communication skills. His extensive experience allows him to work well with all levels within an organization from operations staff to senior level management.

Stowe strives to provide his clients with the best technical experience available, while leaving them educated and prepared to manage future projects.

Tim Runcie, MCTS, MCP, PMP, MVP, Advisicon President

Tim Runcie, the President of Advisicon, has over 20 years of experience in Information Systems and 12 years in Construction Management. Tim has been recognized by Microsoft as an MVP (Most Valuable Professional) for his outstanding excellence in Office and for his support to technical communities worldwide. He was first recognized as an Access MVP and has continued to gain recognition as a Project Portfolio Manager (PPM) in Enterprise Project, Program and Portfolio Management MVP for his expertise in MS Project, Project Server & SharePoint.

Tim has been assisting Project Management Offices and Organizations (PMO’s) in leveraging technology like Access, Project, Project Server & SharePoint to meet their business Intelligence and reporting needs. His experience covers all sectors of customer industries such as Government, Non-Profit, Private Business, Manufacturing, Construction, Banking, Healthcare and the Information Services or Information Technology industries.

He has focused in consulting, mentoring and training organizations to successfully complete their projects using scarce resources, fixed budgets and interconnected schedules, while leveraging technologies to automate and create powerful visual reports.