This 5-day instructor-led course explores how to use SharePoint as your platform for Business Intelligence. Journey through the SharePoint Business Intelligence Center, Excel Services, Reporting Services, Analysis Service, Performance Point and PowerPivot to implement your BI Strategies and enable your decision makers to see data in new and dynamic ways! This course will take you down a path of building a BI environment from scratch to full interactive dashboards using the Microsoft BI Stack.
Target Audience:
Sr Business Intelligence Architects and Consultants, Sr Business Analysts, anyone responsible for implementing BI with SharePoint.
Pre-requisites:
Before attending this course, students must have:
Understanding of SharePoint 2010 User Interface, database reporting concepts and familiarity with Data Marts and Data Warehouses.
After completing this course, students will be able to:
Explore the new Business Intelligence Center, Analysis Services, Excel Services, Business Connectivity Services, Visio Services, Access Services, Power Pivot, Performance Point and Bing Maps.
After completing this module, students will be able to:
Understand your course, classroom, classmates, facility and instructor.
Module 2: Business Intelligence
In this module we review what Business Intelligence (BI) is and what the typical BI goals are. We also explore how Microsoft BI tools are enabling more advanced Business Intelligence features to filter down/up to the decision makers and Information Workers in general.
Lessons
Business Intelligence
Lab : Business Intelligence Worksheet
Answer Business Intelligence Questions
After completing this module, students will be able to:
Define Business Intelligence
Understand what P=R-C means to BI
Accept that empowering end users is a GOOD thing
Understand your BI will only be as good as your data, tools and processes
Module 3: Business Intelligence Center
In this module we are going to explore the Business Intelligence Center site definition that comes with SharePoint 2010.
Lessons
Business Intelligence Center
Lab : Business Intelligence Center
Explore SharePoint Business Intelligence Center
Explore Dashboard Designer
After completing this module, students will be able to:
Navigate the Business Intelligence Center Site Definition
Understand what a SharePoint Dashboard is
Understand what a KPI is and what data they can analyze
Understand what integration points are compatible with the Business Intelligence Center
Module 4: Data Mart and Data Warehouses
In this module we explore what data is and some of the many forms that it takes. We then explore and define the terms Data Warehouse and Data Mart. This module is important in that as we move through the remainder of the course, we will need to have data to manipulate and work with to build our BI components.
Lessons
Understanding Data and Data Formats
Building Data Marts and Data Warehouses
Lab : Data and Data Formats
Explore Data Formats
Lab : Build A Data Warehouse
Create a Simple Data Warehouse
Lab : Extract and Load
Explore the Extract stage
Lab : Transform and Load
Explore Transform and Load stages
Realize the importance of primary/unique keys
Lab : Granularity, how to build a data mart and SQL Server to SharePoint Lists
Create Data Warehouse Granularity Levels
Create a Data Mart
Populate a SharePoint List with SQL Server data
After completing this module, students will be able to:
Differentiate between multiple data formats
Understand differences between data warehouse and data marts
Be able to describe what happens in an Extract, Transform and Load (ETL) process
Module 5: Business Connectivity Services
In this module we are going to take a look at the new Business Connectivity Services.
Lessons
Business Connectivity Services
Lab : BCS Basics
Explore External Content Types
Create a new External Content Type
Create an External List
Lab : BCS With Data Warehouse
Create an Large External List using ECTs
Using Filters and External lists
Creating and Configuring Entity Profile Pages
Lab : Office and BCS for BI
Explore Office and BCS Integration
After completing this module, students will be able to:
Understand how BCS works
How to build new BCS applications
How to Upgrade your older BDC applications
Module 6: Analysis Services
In this module we will explore the feature of SQL Server called Analysis Services (SSAS). When regular SQL queries can't handle your data, MDX queries in SSAS can!
Lessons
Analysis Services
Lab : Analysis Services
Create Dimension and Fact tables with SSIS
Lab : Building An Analysis Services Database
Create a Analysis Services Database
Create a Cube
Create Dimensions
Create Fact Tables
Create a KPI
After completing this module, students will be able to:
Describe OLAP terms
Understand how to navigate Analysis Services
How to build a simple cube
How to write simple MDX queries
How to use data mining models
Module 7: Filter Web Parts
In this module we will explore Filter Web Parts and the important role they play in building Business Intelligence portals.
Lessons
Filter Web Parts
Lab : Filter Web Parts
Use each of the Filter Web Parts
Lab : UserProfiles and Filters
Integrate User Profiles with Filters and Reports
After completing this module, students will be able to:
Describe what Filter Web Parts are
Work with Filter Web Parts
Understand how to integrate Filter Web Parts into other BI technologies
Module 8: Excel Services
In this module we will explore and work with the various features of SharePoint's Excel Services.
Lessons
Excel Services
Lab : Create An Excel Report
Create An Excel Report
Lab : Excel Services
Learn to use Excel Services
Create/Publish to Excel Services
Configure Excel Services
Shared Data Connections
Lab : MDX
Explore Excel 2010 MDX features
Create a Slicer
Create an MDX Set
Lab : Sparklines
Use Excel 2010 Sparklines
Lab : Filters and Excel Services and REST and Web Services
Explore Filter Web Parts and Excel Services
Explore REST features of Excel ServicesExplore the Excel Services Web Service
After completing this module, students will be able to:
Setup and configure Excel Services
Use the Excel Services Web Parts
Use Excel to modify MDX queries
Use Excel to create Sparklines
Use Excel Services REST-ful APIs
Module 9: PowerPivot
In this module we explore the new PowerPivot tools of SQL Server 2008 R2 and Excel 2010.
Lessons
PowerPivot For SharePoint
PowerPivot For Excel
Lab : Install Power Pivot
Install PowerPivot for Excel
Install PowerPivot for SharePoint 2010
Configure PowerPivot for SharePoint
Lab : Use PowerPivot
Explore PowerPivot Functions
Use Basic PowerPivot
Use PowerPivot with Large DataSets
Create PowerPivot Linked Tables
Publish to SharePoint
Automating Data Refresh
Analyzing Usage Data
After completing this module, students will be able to:
Create PowerPivot enabled spreadsheets
Utilize common PowerPivot functions and tools
Module 10: Reporting Services
In this module we will explore Reporting Services, its integration with SharePoint and how to build Reporting Services reports.
Lessons
Reporting Services
Reports
Lab : Install Reporting Services
Configure Reporting Services
Create a Reporting Services Report
Configure Reporting Services Web Part
Lab : Building Reports with Reporting Services
Create Advanced Reporting Services report
Filter Web Parts and Reports
Lab : Automating Reports with Reporting Services
Create Report Part Gallery
Create a Report Library
Create Report Parts
Create a Report using Report Parts
Automated Report Delivery
Lab : Reporting Services and PowerPivot
Setup Reporting Services RSS Feed
Create and Use Data Feed Library
Utilize Reporting Services data in PowerPivot
Utilize PowerPivot data in Reporting Services
After completing this module, students will be able to:
Understand and describe the integration between reporting services and SharePoint
Build Reporting Services reports
Use the Reporting Services web part
Create Report and Report Part Libraries
Integrate Reporting Services and PowerPivot
Module 11: Performance Point
In this module we will explore Performance Point and how it supercharges your BI Dashboards and Key Performance Indicators.
Lessons
Performance Point
Lab : Performance Point
Explore Performance Service Application
Explore the Dashboard Designer
Create A Scorecard
Create A PP KPI
Explore Time Intelligence
Create Performance Point Reports
Create Filters
Create A Dashboard
After completing this module, students will be able to:
Describe features of Performance Point
Create Performance Point Scorecards and KPIs
Use Time Intelligence features in your BI solutions
Module 12: Visio and Access Services
In this module we will explore Visio and Access Services and how to integrate it into your Report process.
Lessons
Visio Services
Access Services
Lab : Visio Services
Use Visio Services
Publish a Visio to SharePoint
Tie report process to Visio
Lab : Access Services
Explore Access Services
Publish Access Database To SharePoint
After completing this module, students will be able to:
Create and deploy interactive Visio diagrams to SharePoint
Create and deploy Access databases to SharePoint
Module 13: GeoSpatial Data with Charts and Maps
In this module we will explore GeoSpatial data and how to use the new .NET Charts and Mapping features of SharePoint 2010.
Lessons
Charts and Maps
GeoSpatial Data
Lab : GeoSpatial Data with SQL Server
Populate a SQL Server Database using Shape2SQL
Utilize the new Spatial Data Types in SQL Server
Create a Reporting Services Report using Geospatial Data
Publish Geospatial Data to SharePoint 2010
Lab : Bing Maps
Utilize Bing Maps API
Create a Simple Map With Content Editor Web Part
Create an Advanced Map with Data Views
Explore Filters, Data Views and Bing Maps integration
Integrate Geospatial Customer data into SharePoint Sites
Lab : NET Charts
Utilize NET Charts
After completing this module, students will be able to:
Understand how .NET Charts are used in SharePoint 2010
