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    Applications: Dynamics, Expression, Access, Excel, Word PowerPoint, Exchange, InfoPath, Outlook, SharePoint , Project, Publisher, Business Intelligence

    Please refer to our detailed course outlines below.

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  • Course Details Microsoft

    Classes are offered at client sites, at our Geneva training center, and via a live web conference. For detailed course outlines and scheduled classes, please see below.

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SharePoint 2013 Business Intelligence Services

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Course duration

  • 4 Days

Course Outline

This SharePoint 2013 Business Intelligence Services instructor-led training provides students with the necessary knowledge to work with all the associated SharePoint business intelligence services including PerformancePoint Service, Excel Services, Business Connectivity Services, and Visio Services. The new and improved Business Intelligence Center is explored, and all the exciting new features within the SharePoint 2013 release are covered. The focus of this course is on the SharePoint 2013 business intelligence platform and not on the SQL business intelligence services.

The 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.

  • Learn to browse the data within the cube using SQL Server Management Studio.
  • Learn to browse data using Visual Studio 2013.
  • Learn to connect to a tabular source, import tables, and explore the data.
  • Learn to explore the options and settings available within the new SharePoint 2013 Central Administration.
  • Learn to create a new web application and business intelligence site while exploring the features of both.
  • Learn to create a SharePoint library to hold Excel workbooks and explore trusted file locations.
  • Learn to utilize the Power View add-in for Excel.
  • Learn to create an Excel workbook with a parameter and save it to a SharePoint document library.
  • Learn to add Web Apps to a webpage.
  • Learn to explore the Dashboard Designer interface and know how to create and configure a data source.
  • Learn to create and configure a standard KPI and a scorecard.
  • Learn to create and configure a leaf KPI and a scorecard.
  • Learn to create two blank KPI's and then roll them into an objective KPI.
  • Learn to create and configure an analytic chart and an analytic grid, add them to a dashboard, deploy them to SharePoint, and explore the options available.
  • Learn to Create and configure a filter, and tie the filter into both the analytic chart and analytic grid created earlier.
  • Learn to create and configure a cascading filter and then tie it into a new analytic chart and grid.
  • Learn to create a Time Intelligence data connection, a Time Intelligence filter, and create a report using both.
  • Learn to create four copies of the Objective Scorecard, configure settings in each of the four copies, and deploy them to SharePoint in a dashboard.
  • Learn to create a new leaf KPI and use that KPI in two new scorecards, one with a filter configured, and one without.
  • Learn to create a new dashboard with two pages and review editing options.
  • Learn to create a drawing, upload the document to the Student BI Site documents library, and view the drawing in a browser.
  • Learn to create a data-connected drawing and upload the document to the Student BI Site documents library.
  • Learn to create an objective scorecard and matching strategy map, place them in a dashboard, and then upload the dashboard to the Student BI Site.
  • Learn to use PowerPivot within Excel to import a table from SQL Server.
  • Learn to view the relationships existing within the imported tables from SQL Server and then import an additional table and configure a relationship between it and the existing.
  • Learn to hide columns they don't want reflected in the resulting PivotTable.
  • Learn to create a PivotTable within an existing worksheet.
  • Learn to assign administrators and permissions on the BDC Metadata Store.
  • Learn to explore the different content types available in SharePoint 2013 and learn how to locate them and their corresponding settings.
  • Learn to create a document library, configure it to accept specific content types, and then learn how to delete the document library.
  • Learn to create and configure a new external content type.
  • Learn to create an external list associated with the new external content type created prior.
  • Learn to create a new external content type and a new host URL, and then create an external list and profile page.
  • Learn to add a custom action to an external list.
  • Learn to navigate the Report Builder 3.0 interface.
  • Learn to create an embedded data source connecting into a database.
  • Learn to create an embedded data source connecting into an OLAP database.
  • Learn to create a shared data source using the Report Manager.
  • Learn to create a shared dataset using the shared connection they created in the previous exercise.
  • Learn to create a new dashboard and explore three different ways to connect the Web Apps.
  • An understanding of the benefits of business intelligence.
  1. Course Overview
    1. Introduction
    2. Course Materials
    3. Facilities
    4. Prerequisites
    5. What We'll Be Discussing
    6. Lab: COURSE OVERVIEW
  2. THE Business Intelligence STACK
    1. Business Intelligence in Three Ways
    2. SQL 2012 Business Intelligence
    3. New 2013 SharePoint Business Intelligence Features
    4. New 2013 PowerPivot in Excel Features
    5. Lab: THE Business Intelligence STACK
      1. SQL 2012 Multidimensional Model Basics
      2. SQL 2012 Tabular Model Basics
  3. Sharepoint 2013 Business Intelligence Center
    1. New 2013 SharePoint Central Administration
    2. New 2013 Business Intelligence Center
    3. Permissions and Roles
    4. Included Document Library and List Apps
    5. Lab: Sharepoint 2013 Business Intelligence Center
      1. SharePoint 2013 Central Administration
      2. SharePoint 2013 Business Intelligence Center (Optional)
  4. SharePoint 2013 Excel Services
    1. New 2013 Excel Services Features
    2. Core Components
    3. Excel Web Access (EWA)
    4. What Excel Web Access is Not
    5. Differences in the Browser vs. Desktop
    6. SharePoint Libraries to Store Workbooks
    7. Power View Add-in for Excel
    8. The Save and Share Process
    9. Excel Web App
    10. Best Practices
    11. Lab: SharePoint 2013 Excel Services
      1. Creating a Library to Hold Excel Workbooks
      2. Exploring the Power View Add-in for Excel
      3. Save and Share an Excel Workbook to a SharePoint Document Library
      4. Add an Excel Web App to a Webpage
  5. SharePoint 2013 PerformancePoint 2013
    1. New 2013 Overview of PerformancePoint Services
    2. Dashboard Designer
    3. Data Sources
    4. Indicators
    5. KPIs
    6. Visual Reports
    7. Filters
    8. Scorecards
    9. Dashboards
    10. Lab: SharePoint 2013 PerformancePoint 2013
      1. PerformancePoint Services Dashboard Designer Introduction and Data Source Configuration
      2. Standard or Blank KPI Demonstration
      3. Leaf KPI Demonstration
      4. Objective KPI Demonstration
      5. Visual Reports
      6. PerformancePoint Filters
      7. PerformancePoint Cascading Filters
      8. Time Intelligence Filters
      9. Scorecard Settings
      10. Scorecards Filtered Using the Wizard
      11. PerformancePoint Dashboards
  6. SharePoint 2013 Visio Services
    1. New 2013 Visio Services Features
    2. Visio Graphics Service
    3. Visio Drawings in the Browser
    4. Visio Web Access Web Part
    5. Visio Drawings with Data Connections
    6. Lab: SharePoint 2013 Visio Services
      1. Visio Drawing in the Browser
      2. Visio Services Data-Connected Drawing
      3. Dashboard Strategy Maps
  7. PowerPivot
    1. New 2013 PowerPivot Features
    2. PowerPivot and Excel
    3. PowerPivot and SharePoint
    4. Enterprise Business Intelligence and PowerPivot
    5. Importing Data
    6. Enriching Data
    7. SharePoint Sharing
    8. Lab: PowerPivot
      1. Import Data from SQL
      2. Review and Edit the Imported Relationships
      3. Hide Unused Columns
      4. Create a PivotTable
  8. SharePoint 2013 Business Connectivity Services
    1. New 2013 Business Connectivity Service Features
    2. What is Business Connectivity Services?
    3. BCS Terminology
    4. BCS Security
    5. Using SharePoint Designer 2013 with BCS
    6. Surfacing the BCS Data
    7. Lab: SharePoint 2013 Business Connectivity Services
      1. Setting Permissions on the BDC Store
      2. Exploring Content Types in SharePoint
      3. Add a Document Library Tied to Content Types
      4. Creating an External Content Type
      5. Creating an External List
      6. Configuring the Business Connectivity Services for a Host URL & Setting up a Profile Page
      7. Add a Custom Action to a List
  9. Dashboards
    1. Dashboard Migration
    2. Three Types of Dashboards
    3. Successful Dashboards
    4. Tables or Graphs
    5. Types of Graphs
    6. Choosing a Chart Type
    7. Key Performance Indicators
    8. Pitfalls In Dashboard Design
    9. Microsoft Report Builder 3.0
    10. Plan Your Reports
    11. Datasets
    12. New 2013 SharePoint Designer Features
    13. SharePoint Web Apps
    14. Lab: Dashboards
      1. Explore the Report Builder 3.0 Interface (Optional)
      2. Create an Embedded Data Source into SQL 2012 Engine (Optional)
      3. Create an Embedded Data Source into SQL 2012 Analysis Services (Optional)
      4. Create a Shared Data Source Using the Report Manager (Optional)
      5. Create a Shared Dataset Using the Shared Data Source (Optional)
      6. Three Methods for Connecting Dashboard Web Apps

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