Microsoft Office Tutorials and References
In Depth Information
Chapter 12: Business Intelligence Solutions
A Data Connection Library (DCL)
A report calendar that is simply an Office SharePoint server calendar list and view, which
you can use for such things as communicating report update schedules
A reference library that is a document library in which you can place such things as report
descriptions and meta-data glossaries
The Reports template also includes a sample report, key performance indicator (KPI) list, and
dashboard. The rest of this section explores each of these elements and how they are used together.
First, although your default installation may already have created a Report Center, you create a new
Report Center in the following Try It Out so that you can see how it’s done. This exercise assumes that
you have the permissions necessary to create a site on your server.
Try It Out Creating a New Report Center
To create a new Report Center, follow these steps:
1.
Open a browser with the home page for your Office SharePoint Server installation, or the site
under which you have permissions to create a new site.
2.
Select Create Site from the Site Actions menu.
3.
In the Site Creation page, type Sales Report Center in the Title field.
4.
Type SalesReportCenter in the URL Name field.
5.
In the Select A Template section, click the Enterprise tab.
6.
Select the Report Center template, as shown in Figure 12-1.
7.
Leave the rest of the selections at their default values and click Create at the bottom of the page.
A new site is created, which should look similar to the one shown in Figure 12-2.
The home page for the site reflects what BI portals commonly look like. There is introductory text that
explains how to use the site, a place for announcements, a place for upcoming events (which you can
use to alert users of the data warehouse going down for upgrade, for example), a top-level view at a
number of KPIs, a place for contacts for the primary owners of the reports and analysis in this site,
and a place to highlight resources. You can customize each of these parts to make it relevant to your
BI portal implementation. For the purposes of the following exercises, leave them with their default
content.
Though you can store any document and content type in Report Centers, they are designed for reports
and dashboards — the two primary building blocks of reporting portals.
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