55042 SharePoint 2013 Business Intelligence

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Overview

Students will learn to work with all the associated SharePoint business intelligence services including PerformancePoint Service, Excel Services, Business Connectivity Services, and Visio Services.

Objectives

After completing this course, students will be able to:
  • Browse the data within the cube using SQL Server Management Studio.
  • Browse data using Visual Studio 2013.
  • Connect to a tabular source, import tables, and explore the data.
  • Explore the options and settings available within the new SharePoint 2013 Central Administration.
  • Create a new web application and business intelligence site while exploring the features of both.
  • Create a SharePoint library to hold Excel workbooks and explore trusted file locations.
  • Utilize the Power View add-in for Excel.
  • Create an Excel workbook with a parameter and save it to a SharePoint document library.
  • Add Web Apps to a webpage.
  • Explore the Dashboard Designer interface and know how to create and configure a data source.
  • Create and configure a standard KPI and a scorecard.
  • Create and configure a leaf KPI and a scorecard.
  • Create two blank KPI’s and then roll them into an objective KPI.
  • Create and configure an analytic chart and an analytic grid, add them to a dashboard, deploy them to SharePoint, and explore the options available.
  • Create and configure a filter, and tie the filter into both the analytic chart and analytic grid created earlier.
  • Create and configure a cascading filter and then tie it into a new analytic chart and grid.
  • Create a Time Intelligence data connection, a Time Intelligence filter, and create a report using both.
  • Create four copies of the Objective Scorecard, configure settings in each of the four copies, and deploy them to SharePoint in a dashboard.
  • Create a new leaf KPI and use that KPI in two new scorecards, one with a filter configured, and one without.
  • Create a new dashboard with two pages and review editing options.

Audience

This course is intended for power users, business intelligence developers and IT professionals that will be involved with the design, development and maintenance of SharePoint 2013 business intelligence solutions.

Syllabus

Course Overview

  • Introduction
  • Course Materials
  • Facilities
  • Prerequisites
  • What We'll Be Discussing

The Business Intelligence Stack

  • Business Intelligence in Three Ways
  • SQL 2012 Business Intelligence
  • New 2013 SharePoint Business Intelligence Features
  • New 2013 PowerPivot in Excel Features
  • Lab : The Business Intelligence Stack

SharePoint 2013 Business Intelligence Center

  • New 2013 SharePoint Central Administration
  • New 2013 Business Intelligence Center
  • Permissions and Roles
  • Included Document Library and List Apps
  • Lab : SharePoint 2013 Business Intelligence Center

SharePoint 2013 Excel Services

  • New 2013 Excel Services Features
  • Core Components
  • Excel Web Access (EWA)
  • What Excel Web Access is Not
  • Differences in the Browser vs. Desktop
  • SharePoint Libraries to Store Workbooks
  • Power View Add-in for Excel
  • The Save and Share Process
  • Excel Web App
  • Best Practices
  • Lab : SharePoint 2013 Excel Services

SharePoint 2013 PerformancePoint 2013

  • New 2013 Overview of PerformancePoint Services
  • Dashboard Designer
  • Data Sources
  • Indicators
  • KPIs
  • Visual Reports
  • Filters
  • Scorecards
  • Dashboards
  • Lab : SharePoint 2013 PerformancePoint 2013

SharePoint 2013 Visio Services

  • New 2013 Visio Services Features
  • Visio Graphics Service
  • Visio Drawings in the Browser
  • Visio Web Access Web Part
  • Visio Drawings with Data Connections
  • Lab : SharePoint 2013 Visio Services

PowerPivot

  • New 2013 PowerPivot Features
  • PowerPivot and Excel
  • PowerPivot and SharePoint
  • Enterprise Business Intelligence and PowerPivot
  • Importing Data
  • Enriching Data
  • SharePoint Sharing
  • Lab : PowerPivot

SharePoint 2013 Business Connectivity Services

  • New 2013 Business Connectivity Service Features
  • What is Business Connectivity Services?
  • BCS Terminology
  • BCS Security
  • Using SharePoint Designer 2013 with BCS
  • Surfacing the BCS Data
  • Lab : SharePoint 2013 Business Connectivity Services

Dashboards

  • Dashboard Migration
  • Three Types of Dashboards
  • Successful Dashboards
  • Tables or Graphs
  • Types of Graphs
  • Choosing a Chart Type
  • Key Performance Indicators
  • Pitfalls In Dashboard Design
  • Microsoft Report Builder 3.0
  • Plan Your Reports
  • Datasets
  • New 2013 SharePoint Designer Features
  • SharePoint Web Apps
  • Lab : Dashboards

Training provider

Teaching mode: Classroom - Instructor Led
Duration: 3 days
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Top skills covered in this course

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