3 lists, libraries, share point designer, business intelligence

Microsoft SharePoint 2010

Working with contentsSharePoint Designer 2010Business Intelligence in SharePoint 2010

• Working with Contents: Configuring Lists & Document Libraries

• Understanding SharePoint Designer 2010• Understanding Business Intelligence in

SharePoint 2010• Hands-on-Lab: Lists and Libraries, External

Content Types, and Workflow Designer

Agenda

Working with Contents: Configuring Lists & Document Libraries

Library Creation

• New types of libraries:– Asset Library– Slide Library– Wiki Page Library

List Creation

Configuration

• List (or correspondingly, Library) Ribbon Tab• Specifically List (Library) Settings button

Configuration

• Familiar settings page

Configuration

• …with lots of new options– Ratings– Validation Settings– Form Settings– Metadata Navigation– Generate File Plan Report– RSS Settings– etc.

Configuration• Quick Steps• Custom Actions etc.easily created using SharePoint Designer

Additional Features

• InfoPath 2010 Forms as List Forms• Inline Editing• Views By Location• Columns Validation• Enforcing Unique Values• and more…

Understanding SharePoint Designer 2010

SharePoint Designer 2010• No-code tool for SharePoint• Free for creating and editing SharePoint artifacts• New Tools

– BDC Entities– List Schema– Custom Actions– Task / Approval Designer

• Improved Tools – Workflow Designer– Page Editor

• SharePoint Designer work can be upgraded to Visual Studio 2010– “Save site as template” in SharePoint Site Settings creates WSP– WSP imports into Visual Studio 2010 as new project

SharePoint Designer 2010

SharePoint Designer 2010

• Data Sources– Lists & libraries, data source connections, external

data integration

• Views & Forms– List views, data views, connected views, InfoPath-

based forms

• Workflows– Custom workflows for lists, sites & content types,

manage tasks, Visio integration

• Branding– Master pages, page layouts, CSS

Data Sources

Data Sources

Views & Forms

Workflows

Branding

Understanding Business Intelligence in SharePoint 2010

BI in SharePoint 2010 Overview

BI and SharePoint 2010

Excel 2010 End-user data creation, manipulation, and analysis

Excel Services Share with large number of users; protect IP, offload processing

PerformancePoint Services Dashboards, scorecards, and key performance indicators (KPIs)

ECS & PowerPivot Work with large, heterogeneous data sources directly in Excel

SQL Reporting Services Create & Process Custom Reports

Visio ServicesBuilding a visual representation of business structures that are bound to data.

SharePoint 2010 BI Web Parts• Simple web parts that provide visualization– Quick summary of data– Can access multiple data sources

Other Web PartsLists and External Lists Excel Services

Fixed ValuesLists and External ListsExcel ServicesSQL Analysis Services

SharePoint 2010 PowerPivot• Extension to Excel that adds support for large-

scale data• Used to explore and perform calculations on

large data sets for ad-hoc reports and analysis

SharePoint 2010 PowerPivot

Hands-on-Lab