Course 55063A: Advanced SharePoint 2013 Business Intelligence

Audience(s):IT Professionals
Technology:SharePoint Server
This Revision:A
Delivery method:
Instructor-led (classroom)
Length:5 days

First published:

27 December 2013
About this course

This 5-day Instructor Led course 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!  Also included are Power* features like PowerView, PowerQuery, PowerMap and PowerBI. You will also be exposed to Big Data topics such as Hadoop, HDInsight and StreamInsight.  This course will take you down a path of building a BI environment from scratch to full interactive dashboards using the Microsoft BI Stack.
Audience profile
This course is intended for Sr. Business Intelligence Architects and Consultants, Sr. Business Analysts, anyone responsible for implementing BI with SharePoint.
At course completion

The 2013 refresh of the popular 2010 BI course!  This course explores the new design of the Business Intelligence Center, changes in Excel Services and Office Web Apps, Business Connectivity Services and OData, Visio Services, Access Services 2013, PowerPivot, PowerBI, PowerView, PowerQuery and Power Maps, PerformancePoint and Bing Maps via the GeoLocation field.  A coverage of Big Data topics like Hadoop, HDInsight and StreamInsight are also included.
Course details
Course OutlineModule 1: Overview
A simple introduction module.
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.
  • Why Business Intelligence?
Lab : Business Intelligence Worksheet
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. 
  • Business Intelligence Center
Lab : Business Intelligence Center
After completing this module, students will be able to:
  • Navigate and describe the Business Intelligence Center Site Definition
  • Understand what a SharePoint Dashboard is
  • Understand what integration points are compatible with the Business Intelligence Center
Module 4: Data Mart & Data Warehouses and Master Data Services
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.
  • Understanding Data and Data Formats
  • Building Data Marts & Data Warehouses
  • Master Data Services
Lab : Data & Data FormatsLab : Build A Data WarehouseLab : Extract & LoadLab : Transform & LoadLab : GranularityLab : Build A Data MartLab : Master Data ServicesModule 5: Business Connectivity Services and Secure Store
In this module we are going to take a look at the SharePoint Business Connectivity Services and the SharePoint Secure Store service and how they can help surface external data into SharePoint sites. 
  • Business Connectivity Services
  • Secure Store
Lab : BCS BasicsLab : BCS With Data WarehouseLab : Office & BCS for BILab : BCS and OData
After completing this module, students will be able to:
  • Describe what Business Connectivity is used for
  • Describe the new features in BCS 2013
  • Describe how BCS integrates with SharePoint features
  • How to work with security in BCS applications
  • How to change throttle limits of BCS
  • How to build new BCS applications
  • How security works in BCS
Module 6: Analysis Services, HDInsight and StreamInsight
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.  You will also learn about leading edge technologies like HDInsight and StreamInsight. 
  • Analysis Services
  • HDInsight & Hadoop
  • StreamInsight
Lab : Analysis ServicesLab : Building An Analysis Services DatabaseLab : Key Performance IndicatorsLab : Hadoop and Azure HDInsightLab : StreamInsight
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
  • Describe Hadoop and HDInsight
  • How to install Hadoop locally
  • How to deploy HDInsight to Azure
  • Describe StreamInsight
  • Install and configure StreamInsight
  • Write StreamInsight queries
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. 
  • Filter Web Parts
Lab : Filter Web Parts
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, Excel Services and Excel Web App
In this module we will explore and work with the various features of SharePoint's Excel Services. 
  • Excel Services
Lab : Create An Excel ReportLab : Excel ServicesLab : MDXLab : SparklinesLab : Filters & Excel ServicesLab : REST & Web Services
After completing this module, students will be able to:
  • Understand the difference between Excel Services and Office Web Apps
  • Setup and configure Excel Services
  • Setup Excel workbooks to use Shared Data Connections
  • 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, Tabular Data Sources
In this module we explore the PowerPivot tools of SQL Server and Excel and how they integrate with SharePoint.  You will also gain knowledge of a new SQL Server tool called Master Data Services. 
  • PowerPivot For Excel
  • PowerPivot For SharePoint
Lab : Use PowerPivotLab : Integrate Power Pivot and SharePointLab : Tabular ModelsLab : Import PowerPivot to SSAS
After completing this module, students will be able to:
  • Install PowerPivot on SQL Server and SharePoint
  • Configure PowerPivot SharePoint integration
  • Create PowerPivot enabled spreadsheets
  • Understand the DAX syntax
  • Utilize common DAX functions and tools
  • Describe Tabular Models in SASS
  • Create Tabular Models in SASS
Module 10: Reporting Services
In this module we will explore Reporting Services, its integration with SharePoint and how to build Reporting Services reports. 
  • Reporting Services
  • Reports
Lab : Install Reporting ServicesLab : Building Reports with Reporting ServicesLab : Automating Reports with Reporting ServicesLab : Reporting Services and PowerPivot
After completing this module, students will be able to:
  • Describe the new features of Reporting Services 2013
  • 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: Power View, Power Query and Power BI
In this module we explore the new Microsoft BI Stack components available which include PowerView, PowerQuery and PowerBI. 
  • Power View
  • Power Query
  • Power BI
Lab : Use Power ViewLab : Use Power QueryLab : Use Power BI
After completing this module, students will be able to:
  • Describe Power View, Power Query and Power BI features
  • Create Power View reports
  • Deploy Power View reports to SharePoint
  • Create Power Query reports
  • Utilize Power BI for report delivery
  • Describe how Power BI works with Office 365
  • Setup a Power BI O365 Instance
  • Install and configure the Power BI Windows 8 App
Module 12: Performance Point
In this module we will explore Performance Point and how it supercharges your BI Dashboards and Key Performance Indicators. 
  • Performance Point
Lab : Performance Point
After completing this module, students will be able to:
  • Describe features and benefits of Performance Point
  • Use the new Performance Point Dashboard designer to build reports
  • Create Performance Point Scorecards and KPIs
  • Use Time Intelligence features in your BI solutions
Module 13: Visio & Access Services
In this module we will explore Visio and Access Services and how to integrate it into your Report process. 
  • Visio Services
  • Access Services
Lab : Visio ServicesLab : Access ServicesModule 14: GeoSpatial Data, GeoLocation and Power Map
In this module we will explore how to store GeoSpatial data in SQL Server, how to use the new GeoLocation column, the new Power Map add-in for Excel and how to use continue to use the .NET Charts feature from 2010. 
  • GeoSpatial Data
  • GeoLocation, Bing Maps and Charts
  • Power Map
Lab : GeoSpatial Data with SQL ServerLab : Bing Maps and GeoLocation columnLab : Use Power MapLab : Use Power Map and Power QueryLab : NET Charts
After completing this module, students will be able to:
  • How to build geospatial maps using BI data
  • How to use the new GeoLocation column in SharePoint list data
  • Create and use GeoLocation columns
  • Create a Map View
  • Explore SharePoint Store Map Apps
  • How to install Power Map Excel add-in
  • Create Power Map reports
  • Create Power Map and Power Query reports
Before attending this course, students must have:
  • Understanding of SharePoint 2013 User Interface, database reporting concepts and familiarity with Data Marts and Data Warehouses.

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