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.

1. Share SQL in SharePoint

2. Agendas
• SharePoint overview
• Server Prerequisites
• SQL to SharePoint Methods
– SharePoint Lists
– Excel Services and PowerPivot
– SSRS Reports
– SSAS Cubes
• Quick Dashboarding

3. WHO IS USING SHAREPOINT?

4. Consultant Bio
Allen Smith
• Projects:
– GE Oil & Gas
– McJunkin Redman
– Southwestern Energy
– American Farmers & Ranchers Insurance
• Blog: www.cognitiveinfo.com
• Contact: asmith@cognitiveinfo.com
• Twitter: @CognitiveBI

5. SharePoint Overview
Data Sources Intermediate Tool SharePoint Objects
SharePoint
SSIS Lists
SQL
Data
SharePoint
Excel
Services
Data
warehouse
PowerPivot
SSRS
SSRS Integration
Analysis
Data Services
Cube
Performance
Point

6. Server Prerequisites
Today’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
• http://www.microsoft.com/en-
us/download/details.aspx?id=622
– SharePoint 2010
• Microsoft SQL Server PowerPivot for SharePoint
– Excel 2010
• Microsoft PowerPivot Add-in

7. SharePoint Lists - Requirements
• Download and Install
SharePointListAdapter for SSIS:
http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652
• Install SharePoint Designer
– Select 32bit or 64bit based on Office programs
installed.
• Create an SSIS Project to transfer data
– The easy 22 page tutorial:
http://msdn.microsoft.com/en-us/library/hh368261.aspx

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. ListAdapter Component View
Image from CodePlex: ‘SharePointListAdaptersReadme.rtf

10. SharePoint Lists – SQL to List

11. SharePoint Lists – Settings

12. SharePoint Lists – User View

13. DEMO

14. SharePoint Lists – User Edits
• Users with
permission can
edit and save item
details.
• Eric got bitten and
moved to Forks
Washington,
98331

15. SharePoint Lists – Lists to SQL

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. PowerPivot
• From Basic to Advances Analysis

18. DEMO

19. Learn PowerPivot !
• Practical Self-Service BI with PowerPivot for
Excel
– SQL Saturday Precon
– August 23rd, 8:00 AM to 5:00 PM
– http://sqlsatokcprecon.eventbrite.com/#
• Then, you can publish to SharePoint!

20. SSRS Feature Compatibility
Features Sharepoint Product
Power View, a feature of SQL Server 2012 SharePoint Server 2010 Enterprise
Reporting Services Add-in for Microsoft
SharePoint Server 2010 Enterprise
Edition.
Reporting Services Data Alerts.
PowerPivot.
General Reporting Services report viewing SharePoint Server 2010 Standard
and feature integration with SharePoint. SharePoint Server 2010 Enterprise
SharePoint Foundation 2010.

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. 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. SSAS KPI List
• Create new Status List
• New
– SSAS based Status Indicator
• Select Data Source
• Select KPI

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