SharePoint Business Intelligence Class Details
The SharePoint Business Intelligence Fundamentals class presents all the essential business intelligence features. Basic knowledge of core SharePoint concepts such as sites, lists, web parts is required to be successful in this course. We cover different business intelligence styles and Microsoft tools that support each style. (class dates)
Course Overview
Outline
- Understand business intelligence concepts and terminology
- Understand different business Intelligence styles, roles, products, and tools.
- Design reports in Excel utilizing pivot tables, slicers, sparklines, and conditional formatting
- Publish Excel reports to SharePoint Excel Services and understand all the SharePoint options
- Create tabular data models in Excel with PowerPivot and publish to SharePoint
- Utilize measures, hierarchies, perspectives, KPIs, and DAX in PowerPivot
- Use Report Builder to create and publish reports to SharePoint Reporting Services
- Use PerformancePoint Services to create reports on Analysis cubes
- Learn how to publish Visio Diagrams based on data sources into SharePoint
SharePoint Business Intelligence Fundamentals
1. Introduction:
- Definition
- Information Collection, Analysis, and Delivery
- Business Intelligence Styles and Roles
- Self Service and Business Reporting by Business Analysts
- Performance Monitoring and Scorecarding by Business Analysts
- Parameterized and Operational Monitoring by IT
- Microsoft Products and how they interact
- SQL
- Client
- SharePoint
2. Terminology:
- Pivot table
- BI Models
- Tabular model
- DAX
- Calculated columns
- Measures and hierarchies
- KPIs
- Multidimensional model
- Cube
- Measures and Dimensions
- MDX
- Tabular model
- KPIs and Scorecards
- Dashboards
3. Data Connections and Secure Store Service:
- Definition
- Data connections formats
- Location
- Embedded
- Data connections libraries
- Authentication
- Windows authentication
- Secure Store
- Data refreshes
4. Excel Services:
- Definitions and roles
- Designing Reports in Excel
- What's not allowed
- Tables and pivot tables
- Slicers
- Conditional formatting and sparklines
- Color scales and data bars
- Top bottom values
- Icons
- Reports in SharePoint
- Publishing options
- Which sheets to publish
- Permissions
- Data refresh
- Embedding reports
- Excel access web part
- REST api
- Web parts and filters
- Publishing options
- Excel service application settings
- Architecture
- Trusted locations
- Trusted data connection libraries
5. Excel with PowerPivot:
- Definition
- Relationships between tables
- DAX
- Calculated columns
- Hierarchies
- Measures
- KPIs
- Perspectives
6. Reporting Services:
- Definition and tools comparison
- SharePoint Integration
- Report Builder
- Data sources and data connections
- Shared data sets
- Report templates and web parts
- Pull or push delivery
- PowerView
- Consuming PowerPivot data models
- Visualizations
- Configure Reporting Services Application
7. Performance Point Services:
- Definition
- Data sources
- Analysis servicesh
- Other data sources: tables, SharePoint lists (many feature will not be available)
- Dashboard Designer
- KPIs and KPI Details
- Scorecards
- Analytical Charts
- Decomposition tree
- Strategy map
- Dashboard filters
8. Visio Services:
- Definition - diagrams connected to data sources
- Data sources
- Publishing to SharePoint
