SharePoint 2013 Fundamentals Course Details

Intended for: Power Users / Site Administrators / Forms and Workflows Designers / Business Intelligence Analysts

The SharePoint Fundamentals class presents all the essential SharePoint features, information organization decision points, forms and workflows design, as well as business intelligence topics. The course does not require any prior knowledge of SharePoint. If you’ve already been working with SharePoint, the course will clear up areas that might be confusing and introduce you to new not so obvious functionality.

Learn the following topics:

  • Learn core SharePoint features:
    • Learn to use sites, lists, columns, views, versions, alerts
    • Use co-authoring and track changes to make real time document editing simple
    • Utilize metadata and folders together to make content findable and manageable
    • Manage permissions, site templates, features, and recycle bin
    • Understand the different page types and expose the right information using web parts
    • Use newsfeed to follow colleagues’ activities, and share expertise through user profile
    • Learn out of box approval workflows
    • Create a site collection mapped to organizational structure from start to finish
  • Improve business processes with forms and workflows:
    • Design InfoPath forms mapped to SharePoint lists and libraries to collect information
    • Create SharePoint Designer workflows that process information submitted through forms
    • Customize approval workflows through SharePoint Designer
  • Get insights from business intelligence:
    • Utilize Excel data model, pivot tables, and PowerView to create reports
    • Create SharePoint pages and dashboards to deliver reports
    • Use PowerPivot to enhance Excel data model
    • Get data from APIs using Power Query
    • Create Power Map reports

SECTION 1 - Core Features

Power User / Site Administrator
    Definitions, History, and Expectations
  • Definitions
  • History
  • Editions
  • How to Make SharePoint Successful
    Sites Organization
  • Content Creation and Organization
    • Site collection
    • Site
    • Top link bar
    • App launcher
  • Site navigation
    • Quick launch bar
    • Site contents
  • Site Templates and Features
    • Features
    • Site template comparison
  • Columns
  • Filters and metadata navigation
  • Views
  • Form configuration
  • Versions
  • Alerts
  • Large lists and indexed columns
  • Columns, views, managed metadata
  • Editing documents
    • Co-authoring and track changes
    • Using Office Online
  • Versions
    • When are versions created
    • Check out - check in
    • Major, minor, and approval
  • Syncing using OneDrive Pro
  • Folders vs. metadata
    Tasks and Calendars
  • Tasks
    • Organize for project management
      • Indents
      • Timeline
    • Stay informed
      • Email notifications
      • Tasks app and Outlook integration
  • Calendars
    • Views
    • Connect to Outlook
    • Overlays in SharePoint
    Search and Delve
  • List search
  • Site search and search center
  • Delve – a new search and find-ability experience
    Basic Workflows
  • Definitions
  • Review and Approval workflows
  • Create workflow association
  • Start a workflow on a item
  • Participate in a workflow
    Web Parts, Apps, Pages
  • Web Parts
    • Adding to the page
    • Properties
  • Apps
    • App store
  • Types of Pages
    Newsfeed, User Profile, Personal Site
  • My site
  • Newsfeed
  • User profile
  • Personal site
  • Authentication vs. authorization
  • Permission levels
  • Site collection administrator
  • Azure Active Directory role - auditing user activity
  • SharePoint groups
  • External users
    List and Site Templates
  • List and site templates
  • List thresholds
  • Site content and structure tool from Publishing Infrastructure Feature
    Project: Libraries and Lists
  • Research documents
    • Large document library (not collaborative)
    • Permissions by folder
    • Views without folders
    • Metadata creation and navigation
  • Project site management
    • Project directory
    • Project site template

    SECTION 2 - Custom Forms & Workflows

    Forms and Workflows Designer
    InfoPath in SharePoint
  • Form Design
    • Fields / columns
    • Visual layout
    • Logic and rules
    • Validation
    • External data
  • InfoPath Form Web Part
  • List forms vs. form library
    Workflows with SharePoint Designer 2013
  • Introduction
  • Two platforms
  • Terminology
  • Workflow types and association
  • Security – app step
  • Information management polices
    Workflows web services
  • JSON and dictionary actions
  • SharePoint REST APIs
  • Read and write data from SharePoint
    Workflow deployment
  • Move
  • List template
  • Update

    SECTION 3 - Business Intelligence

    Business Intelligence Analyst
    Business Intelligence Introduction
  • Definition
  • Information collection, analysis, and delivery
  • Microsoft product descriptions
    Excel and Data Modeling
  • Excel Data Model
    • Create tables
    • Identify relationships
    • PowerPivot – advanced data model manipulation
  • Presentation
    • Pivot tables and charts
    • Slicers and conditional formatting
    • PowerView
  • Publishing to SharePoint
    • Publishing options and permissions
    • Pages and web parts
    External Connections and Data Refresh
  • External Connections
    • SharePoint Lists – OData Feed
    • Azure SQL Server
  • PowerBI App
    • Enable Data Refresh
  • Data connection details
    • Location
    • Authentication
    • Secure Store
    Excel with PowerPivot
  • Import data and create relationships
  • Calculated columns and DAX
  • Measures, hierarchies, and KPIs
  • PowerBI Admin Center
    Excel PowerQuery
  • Getting data using PowerQuery
    Excel PowerMap
  • Use PowerMap
    PowerBI Admin Center
  • Gateways and datasources