MSBI # 30 – MPS#1 – Microsoft Project Server 2010 Reporting with Excel Services – Introduction

Hi friends

As am looking into various hits to my post where I just have explained to this white paper which links is in June 27, 2011 as follows :Microsoft Project Server 2010 Dashboards and Reporting White papers « (B)usiness (I)ntelligence Mentalist

According to lots of visitor to this doc I m thinking of giving elaborative explanation on same topics from onwards

From today we are going start with series of Microsoft Project Server 2010 Reporting with Excel Services

The biggest impact on release of this is its architectural requirement for Microsoft SharePoint Server 2010 Enterprise Edition

Due to this change of platform requirement has brought a myriad of features which are now available to Project Server 2010 such as BI Insights (Business Intelligence), Communities, Sites, Composites, Content and Search

Share point has all capabilities as explained in following diagram

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Benefits for Project Server 2010 is we can use following service together

  1. Excel Services
  2. PerformancePoint Services
  3. Visio Services
  4. SQL Server Reporting Services
  5. Office Web Apps

Where For an overview of the BI Insights offerings, Click here and refer to this downloadable poster

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Now lets dig into each offering’s one by one

1.Excel Services

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Excel Services is a Microsoft SharePoint Server 2010 shared service that brings the power of Excel to SharePoint Server by providing server-side calculation and browser-based rendering of Excel workbooks.
Excel Services can be used for:

  • Real-time, interactive reporting to include parameterized what-if analysis.
  • Distribution of all or part of a workbook for analysis by using SharePoint Server or the Office client applications.
  • A platform for building business applications.

Consider Excel Services when …

Use Excel Services when an end user or analyst wants to share content with multiple persons across an organization. It provides a mechanism for taking authored content in Excel 2010 and making it available in a browser. Excel Services is also used when an end user or analyst has generated a model that can be widely used (such as a mortgage calculator). In both cases, Excel Services lets the author publish targeted content without making the underlying intellectual property available to consumers.

Following are four components of this solution

  1. Excel client
  2. Office Data Connections
  3. Excel Services
  4. Secure Store
  5. Lets dig into one by one what they are mean

Excel client:The Excel client is used to author and publish new reports. This solution works with Excel 2007 SP2 or later.

Office Data Connections: Office Data Connections (ODC) are used to store the connection information, the SQL Query and the Secure Store Target Application ID. External ODCs are used to allow you to manage data connection and query information externally to the reports that consume the data. These two components together are the deliverables from the report author.

Excel Services : Excel Services provides rendering and interactivity support on the web. This service enables the user to share reports easily with others. It also enables a user to filter the data in a report dynamically to meet a particular need.

Secure Store: Secure Store is a SharePoint Server service that is used to store credentials in a Target Application Profile. These profiles help avoid double-hop authentication situations and provide control around who has access to what data for a given Target Application Profile. In SharePoint Server 2007, this service was known as Single Sign-On service, or SSO

Following diagram explains the architecture behind Excel Services and the different components present in SharePoint Server 2010.

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The above diagram illustrates the interactions between the four components. The arrows denote what information is passed between the components and in what direction.

Addition to this PerformancePoint is called out above as it is used to create the Business Intelligence Center as it is their service that provides this infrastructure.

It is not used for the core reporting features. However, we can easily develop PerformancePoint reports over Project Server data.

Hope this helps !!

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