Gunter Staes ( gstaes@microsoft – blogs.msdn/gunterstaes )

1. 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 Advisor Microsoft Belgium

2. Don’t Forget Gunter • Push the record Button • Start Internet Broadcasting

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

4. 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 introduction 14/2 : 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)

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

6. What is Excel Services • What it is NOT : • Browser based Excel replacement/Alternative. • What it is : • Web Based UI to publish Excel Workbooks • Excel Hell solution • Web Service API • Secure sharing of Workbook • Control over items to share • Manage permissions using SharePoint Security. • Trusted File/Connection Location • Include Workbook in BI Dashboards • Reliability & Availability • Offload Calculation workloads to Server • Multi User Scenario’s

7. Excel Services Overview High quality web rending Zero-footprint Interactive Browser Excel 2007 View and Interact Publish Spreadsheets Design and author BI Abilities Visualization Export/Snapshot into Excel Excel 2007 Programmatic Access Office SharePoint Servers Open snapshots Open full spreadsheet Protect, Share & Reuse Spreadsheets Customapplications Spreadsheets stored in document libraries Server calculation and rendering External data retrieval and caching Choose the parts you want to publish Set & get spreadsheet values Perform calculations Retrieve full workbook file

8. Extensibility • Explore Workbook by Web Services. • Manage Session • Set Values • Data/Workbook processing • Return Results • User Defined Functions • VBA or native code languages. • Managed Code extension

9. Understanding the components • Excel Calculation Services • Excel Web Access • Excel Web Services • Excel Calculation Service Proxi (on the front end). Also Balances Load on multiple App Servers • Trusted File Locations

10. Connecting to External Data • Connections • Embedded connections • Linked connections (with embedded copy or not) • Trusted Subsystem & Delegation • TS : 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 Account • Used when XLS-Services accesses a Data-Source not using Windows Authentication • Authentication • Windows authentication • SSO • None

11. Connecting to External Data • Trusted Data Providers • ODBC, MSOLAP, ... • Must be explicitly trusted. • Data Connection Libraries • Central management • Securing by Sharepoint’s Access Control Lists • Trusted Data Connection Libraries • Excel Services will only load Data connection files from trusted resources. • Relying on Sharepoint Security (Approval, Worlflow, Item-Level sec, ...)

12. Putting it All Together • BI in the tools where you need it • + workflow • + portal • + ecm • + Business Data Catalog • + Search • + … Ready to use, easy to customize The sum is greater than the parts.

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

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

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

16. 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

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

18. What’s next 14/2 : 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)