Business Intelligence with SharePoint 2013 and SQL 2012

 

Course Details

  • Duration: 3 day
  • Price: £
  • Residential: £
    (UK midlands only)

Course Dates (click date to select)

     
  Location Sep Oct Nov Dec Jan Feb Mar Apr May Jun Venues  
  UK Midlands                   Midlands
Ullesthorpe
 
  UK London                     London
Aldgate East
 
     

Terms & Conditions

 

 

Terms & Conditions

PDFOverview

Module 0 – Course Overview

  • Introductions
  • Course Agenda
  • Housekeeping / Logistics
  • Expectations
  • Pre-requisites

Module 1 – Introduction to BI and Foundation Concepts

  • Overview and Importance of BI
  • BI Stack – Data to Presentation
  • Step through and explain in summary form some important concepts which will be referred to throughout the course Data Warehouse/Data Mart
    • ETL
    • Cubes
    • Dashboards
    • KPIs
    • Scorecards
    • Reports

Module 2 – Microsoft BI Stack Overview

  • Microsoft BI Strategy
  • BI Stack Overview
  • Personal BI
    • Excel
    • Power View
  • Team BI
    • PowerPivot
    • Excel Services
    • Visio Services
    • Reporting Services
  • Corporate BI
    • SQL Server (Database,SSIS, SSAS)
    • PerformancePoint
  • Security Considerations
  • What’s New in SQL 2008/2013
  • The SharePoint BI Site Template

Module 3 – Introduction to Data and Data Modelling

  • The Importance of Data in BI
  • Data Sources
  • Securing Data
  • Introduction to Data Modelling
  • Tabular vs Multidimensional
  • Building a Tabular Data Model
  • Module Summary

Labs:

  • Building a Data Model in Excel 2013

Module 4 – Excel 2013 and Power View  

  • Overview
  • Two Versions of Power View
  • Reasons for Using Power View
  • System Requirements
  • Charts and Visualisations
  • Filters, Slicers
  • Sharing Power View Dashboards with SharePoint

Labs:

  • Building a Power View Dashboard with Excel 2013
  • Publishing to SharePoint

Team BI Part 1

Module 5 – Excel Services 2013

  • Overview of Excel Services
  • Features and Limitations
  • Working with Data Connections (ODC)
  • Working with Pivot Tables
  • Creating a Dashboard with Filters, Slicers, Sparklines and Charts
  • Importance of Named Ranges and Filters
  • Publishing to SharePoint
  • Excel Web Access and Filter Web Parts
  • Module Summary

Labs:

  • Create an Excel Dashboard
  • Publish to Excel Services
  • Working with the Excel Web Access Web Part
  • Working with Filter Web Parts

Module 6 – Introduction to PowerPivot 2013

  • Overview of PowerPivot – Usage and Features
  • Introducing the PowerPivot UI
  • Basic Concepts: Tables, Columns, Relationships, Expressions
  • The Tabular Model
  • Working with Data in PowerPivot
    • Data Sources including SharePoint Lists, Analysis Services Cubes, SQL Data
    • Creating the Data Model
  • Introduction to DAX and Expressions
  • Creating a PowerPivot Dashboard

Labs:

  • PowerPivot UI
  • Importing Data and Creating Relationships
  • Working with DAX
  • Build a PowerPivot Dashboard

Team BI Part 2

Module 7 – Introduction to PowerPivot for SharePoint 2013

Agenda:

  • Overview of PowerPivot for SharePoint
  • Preparing PowerPivot Reports for SharePoint
  • Publishing PowerPivot Models to SharePoint
  • The PowerPivot Gallery
  • Managing PowerPivot Reports/Models
  • Data Refresh
  • Permissions and Roles
  • Module Summary

Labs:

  • Publishing your PowerPivot Model to SharePoint
  • Working with the PowerPivot Gallery
  • Working with Data Refresh

Module 8 – Introduction to SSRS and Report Builder  

Agenda:

  • Overview of Reporting Services (SSRS)
  • Preparing for SSRS and Report Builder
  • Scenarios for SSRS
  • SSRS and SharePoint Integration
  • Introduction to Report Builder
  • Working with Data
  • Creating a Report
  • Publishing a Report
  • Processing and Schedules
  • Managing Reports in SharePoint
  • Module Summary

Labs:

  • Creating an SSRS Report with Report Builder
  • Publishing to SharePoint
  • Create a schedule.

Corporate BI

Module 9 – Introduction to PerformancePoint  

  • Overview of PerformancePoint Services
  • Preparing for PerformancePoint
  • Scenarios for PerformancePoint
  • PerformancePoint and SharePoint Integration
  • Introduction to Dashboard Designer
  • Working with Data Sources
  • Analytic Reports
  • Working with KPIs and Scorecards
  • Dashboards and Filters
  • Publishing to SharePoint
  • Linking Filters to Excel Reports
  • Module Summary

Labs:

  • Creating an Analytic Report in PPS
  • Creating KPI and Scorecard in PPS
  • Creating a Dashboard and using Filters
  • Incorporating Excel with PerformancePoint