SharePoint 2010 BI Center and Excel Services

May 16, 2012

I have recently finished MOC 50429 SharePoint 2010 Business Intelligence with Lior Cohen Amikam which I found very enlightening. I thought I’d share with you some of the excerpts from my summaries throughout the course. It’s a mix of ideas of what to do with SharePoint BI abilities and a short description of what they are. This will be the first post in a series of posts that I am making from the material of the course.


My Site in SharePoint

We can leverage the user’s personal page to show his photo (a personal touch), his history of reports and his documents (for easy access).


Business Intelligence Center

A site with readymade BI parts bundled to one site. We can also add to this site web parts and libraries from other types.
In the very same way, we can put a KPI and a graph outside of a PerformancePoint page.


Excel Services

Excel Services enables us to manage one Excel file that will be shared between all the users on the SharePoint without a specific place in the NAS.

We can upload an Excel 2010 file and the user can edit it in Excel Webb App without having Excel 2010 on his own PC.

If I downloaded an Excel file from the SharePoint, changed something in it and saved it, it’s automatically saved to SharePoint.

We can define a name for each part of the report in Excel and use just that part. For instance, when we create a report in Excel with a table, a chart and a parameter – we can give a name for each one of them. Then, we can choose in SharePoint which part to expose from all of those parts (just the parameter and the chart for instance) and not necessarily all the Excel sheet.

A 3-D graph in Excel will look like a 2-D graph in SharePoint.

You cannot use a Macro in Excel in SharePoint. You have to turn it into a UDF.

We can define in the site level the amount of time a query can run in Excel and that way limit the resources it can take.

We can use the new REST API in Excel in SharePoint 2010 to insert a “live” chart to either Word or PowerPoint.


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one comment

  1. LiorMay 21, 2012 ב 17:43

    Was a pleasure