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Configure a Business Intelligence Center in SharePoint Server 2013

SharePoint 2013

Published: July 16, 2012

Summary: Create a Business Intelligence Center in SharePoint Server 2013 by using the Business Intelligence Center enterprise template and creating a new site collection.

Applies to:  SharePoint Server 2013 

Important Important:

To complete the steps in this article, you must first have completed Configure the Secure Store Service in SharePoint 2013.

The Business Intelligence Center gives you a central location to store items, such as reports and dashboards. When you enable Excel Services and PerformancePoint Services, you will already have a location to store reports and dashboard content.

Configure a Business Intelligence Center

When you create and configure a Business Intelligence Center, you create a new site collection and select the Business Intelligence Center site template. The Business Intelligence Center is a top-level site.

To create a Business Intelligence Center

  1. Verify that you have the correct administrative credentials. To create a site collection, you must be a member of the Farm Administrators SharePoint group on the computer that is running the SharePoint Central Administration website.

  2. On the SharePoint Central Administration website home page, in the left navigation, click Application Management.

  3. In Application Management, click Create site collections.

  4. In the Title and Description section, in the Title box, type BI Center.

  5. In the Web Site Address section, type BICenter in the box.

    In most instances the complete URL for this site collection is http://your server name/sites/bicenter.

  6. In the Template Selection section, click the Enterprise tab, and then click Business Intelligence Center.

  7. In the Primary Site Collection Administrator section, type FarmAdmin.

  8. Click OK.

  9. When the top-level site (Business Intelligence Center) is successfully created, click OK.

  10. Assign user permissions to the Business Intelligence Center.

The next step is to assign user permissions to the Business Intelligence Center.

To set permissions on the Business Intelligence Center

  1. Go to your Business Intelligence Center (http://servername/sites/bicenter).

  2. In the upper right corner, click Settings.

  3. Click Site Settings.

  4. Click Site Permissions.

  5. In the ribbon, click Grant Permissions.

  6. In the Share ‘Central Administration’… Invite people to box, type the name of the account you want to which you wish to assign permissions.

  7. Click Show Options and select a group or permissions level.

  8. Click Share.

Repeat this for each account as needed. The following table is a simple example of organizing your accounts and permission settings for your BI Center.

Account Permissions

servername\BICenterRead

Read

Read permissions enable users to view information in the Business Intelligence Center.

servername\BICenterContribute

Contribute

Contribute permissions enable users to view and create items, such as reports, and save them to this site.

servername\BICenterDesign

Design

Design permissions enable users to view, create, and publish items that include dashboards.

servername\BICenterFullControl

Full Control

Full Control permissions enable users to view, create, and publish dashboard content, and to view or edit user permissions

note Note:

You will be unable to create and use some kinds of Web Parts in the Business Intelligence Center until Excel Services and PerformancePoint Services are enabled. For example, you cannot view or use Excel Services samples or PerformancePoint functionality. Therefore it is recommended that you configure these services before you create your BI Center.

Add links to the Quick Launch

In the Business Intelligence Center, the Documents library contains reports and files, such as Excel Services workbooks, Visio Services files, and more. The Documents library for the Business Intelligence Center already exists. It is created automatically when you create the Business Intelligence Center.

After you have created and configured the Business Intelligence Center, you may choose to create a link to the Documents library on the Quick Launch.

To add the Documents library link to the Quick Launch in the Business Intelligence Center

  1. In the Business Intelligence Center, click Settings, and then click View Site Contents.

  2. Right-click Documents, and then click Copy shortcut.

  3. In the Business Intelligence Center, click Settings, and then click Site Settings.

  4. Under Look and Feel, click Navigation.

  5. In the Structural Navigation: Editing and Sorting section, click Current Navigation, and then click Add Link.

  6. In the dialog box that opens, type Documents in the Title box, paste the link that you copied in Step 2, and then click OK to close the dialog box. (Do not close the navigation settings yet.)

  7. In the Navigation Editing and Sorting section, select Documents, and then click Move Up until Documents is the first item listed under Current Navigation.

  8. In the Navigation Editing and Sorting section, click Global Navigation, and then click Add Link.

  9. Click OK. Verify that Documents appears at the top of the list in the Quick Launch.

To make it easier for site users to locate the Business Intelligence Center, you can use the same procedure to add a link on the main team site Quick Launch.

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