Combined Knowledge Business Intelligence with SharePoint 2013 and SQL 2012 Course

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1 Combined Knowledge Business Intelligence with SharePoint 2013 and SQL 2012 Course COURSE OVERVIEW Mark Macrae Suggested Course Outline: Day 1 Overview and Personal BI - 09:00 : 0 Course Overview - 09:30 : 1 Introduction to BI and Foundation Concepts - 10:30 : Break for Coffee - 10:45 : 2 Microsoft BI Stack Overview - 11:45 : 3 Introduction to Data and Data Modelling - 12:45 : Break for Lunch - 13:30 : 4 Excel 2013 and Power View (with coffee break) - 17:30 : Close Day 2 Team BI Part 1-09:00 : 5 Excel Services 2013 (with coffee break) - 13:00 : Break for Lunch - 13:30 : 6 Introduction to PowerPivot 2013 (with coffee break) - 17:30 : Close

2 Day 3 Team BI Part 2-09:00 : 7 Introduction to PowerPivot for SharePoint 2013 (with coffee break) - 13:00 : Break for Lunch - 13:30 : 8 Introduction to SSRS and Report Builder (with coffee break) - 17:30 : Close Day 4 Corporate BI - 09:00 : 9 Introduction to PerformancePoint (with coffee break) - 13:00 : Break for Lunch - 13:30 : Wrap up / Q&A - 14:30 : Close 0 Course Overview Level N/A - Introductions - Course Agenda - Housekeeping / Logistics - Expectations - Pre-requisites N/A 30 mins

3 1 Introduction to BI and Foundation Concepts Level Overview and Importance of BI - BI Stack Data to Presentation - Step through and summary of concepts which will be referred to throughout the course as Data Warehouse/Data Mart o ETL o Cubes o Dashboards o KPIs o Scorecards o Reports - Summary 1 hr N/A

4 2 Microsoft BI Stack Overview Level Microsoft BI Strategy - BI Stack Overview - Personal BI o Excel o Power View - Team BI o PowerPivot o Excel Services o Visio Services o Reporting Services - Corporate BI o SQL Server (Database, SSIS, SSAS) o PerformancePoint - Security Considerations - What s New in SQL 2008/ The SharePoint BI Site Template - Summary 1 hr a) Create a BI Site in SharePoint 2013

5 - The Importance of Data in BI - Data Sources - Securing Data - Introduction to Data Modelling - Tabular vs Multidimensional - Building a Tabular Data Model - Summary 3 Introduction to Data and Data Modelling Building a Data Model in Excel hrs

6 - Overview - Two Versions of Power View - Reasons for Using Power View - System Requirements - Charts and Visualisations - Filters, Slicers - Sharing Power View Dashboards with SharePoint - Summary 4 Excel 2013 and Power View - Building a Power View Dashboard with Excel Publishing to SharePoint

7 5 Excel Services 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 d Ranges and Filters - Publishing to SharePoint - Excel Web Access and Filter Web Parts - Summary - Create an Excel Dashboard - Publish to Excel Services - Working with the Excel Web Access Web Part - Working with Filter Web Parts

8 6 Introduction to PowerPivot for Excel 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 - PowerPivot UI - Importing Data and Creating Relationships - Working with DAX - Build a PowerPivot Dashboard

9 7 Introduction to PowerPivot for SharePoint 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 - Summary - Publishing your PowerPivot Model to SharePoint - Working with the PowerPivot Gallery - Working with Data Refresh

10 8 Introduction to SSRS and Report Builder - 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 - Summary - Creating an SSRS Report with Report Builder - Publishing to SharePoint - Create a schedule.

11 9 Introduction to PerformancePoint Services 2013 Level 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 - Summary - Creating an Analytic Report in PPS - Creating KPI and Scorecard in PPS - Creating a Dashboard and using Filters - Incorporating Excel with PerformancePoint

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