BI Funcasts The Mac-Guyver Techniques

BI - The Mac-Guyver Techniques : Office Sharepoint Excel Services

Gunter Staes (gstaes@microsoft.com – http://blogs.msdn.com/gunterstaes )Partner Technology & Solution AdvisorMicrosoft Belgium

Don’t Forget Gunter

Push the record ButtonStart Internet Broadcasting

Agenda

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

The Mac-Guyver Techniques Series

• Lower the barrier.• Enable quick time to market.• High-level overview of end-2-end BI Solution.

• Does not replace any form of training.• Provide solutions for common problems.• Guide you to the best resources.• Down to earth technical introduction14/2 : 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 2007 - 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• What we did until now• Demo • Resources• What’s next

What is Excel ServicesWhat it is NOT :

Browser based Excel replacement/Alternative.What it is :

Web Based UI to publish Excel Workbooks Excel Hell solutionWeb Service API Secure sharing of Workbook

Control over items to shareManage permissions using SharePoint Security.Trusted File/Connection Location

Include Workbook in BI DashboardsReliability & AvailabilityOffload Calculation workloads to ServerMulti User Scenario’s

Excel Services Overview

Excel 2007

Design and authorBI AbilitiesVisualization

Browser

High quality web rendingZero-footprintInteractive

View and Interact

Customapplications

Set & get spreadsheet valuesPerform calculationsRetrieve full workbook file

Programmatic Access

Open snapshotsOpen full spreadsheet

Excel 2007

Export/Snapshot into Excel

Spreadsheets stored in document librariesServer calculation and rendering External data retrieval and cachingChoose the parts you want to publish

Protect, Share & Reuse Spreadsheets

Publish Spreadsheets

Office SharePoint Servers

Extensibility

Explore Workbook by Web Services.Manage SessionSet ValuesData/Workbook processingReturn Results

User Defined FunctionsVBA or native code languages. Managed Code extension

Understanding the components

Excel Calculation ServicesExcel Web AccessExcel Web ServicesExcel Calculation Service Proxi (on the front end). Also Balances Load on multiple App ServersTrusted File Locations

Connecting to External DataConnections

Embedded connectionsLinked connections (with embedded copy or not)

Trusted Subsystem & DelegationTS : 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 AccountUsed when XLS-Services accesses a Data-Source not using Windows Authentication

AuthenticationWindows authenticationSSONone

Connecting to External Data

Trusted Data ProvidersODBC, MSOLAP, ...Must be explicitly trusted.

Data Connection LibrariesCentral management Securing by Sharepoint’s Access Control Lists

Trusted Data Connection LibrariesExcel 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 customizeThe sum is greater than the parts.

Agenda

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

Agenda

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

Agenda

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

Resources

• Blog : http://blogs.msdn.com/gunterstaes • Book : The Microsoft Data Warehouse toolkit. • Whitepaper - External Data Connections For Excel Services• Using Excel Web Services in a SharePoint Web Part • Deploying

and Optimizing a SharePoint Web Part That Calls Excel Web Services   • SharePoint

Server 2007 Sample: Web Part That Calls Excel Web Services  

Agenda

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

What’s next14/2 : 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 2007 - 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)