SBI2013: Building BI Solutions using Excel and SharePoint 2013

Transcription

1 UNDERSTANDING MICROSOFT'S BI TOOLSET 3 DAYS SBI2013: Building BI Solutions using Excel and AUDIENCE FORMAT COURSE DESCRIPTION Business Analysts and Excel Power Users Instructor-led training with hands-on labs Building BI Solutions with Excel and is a 3-day hands-on training course for business analysts and power users that introduces key concepts of business intelligence, tabular databases and the new SSBI tools available in Excel When attending this course you will gain plenty of hands-on experience by completing lab exercises designed to get you up to speed with the new SBBI tools in Excel 2013 including Power Query, PowerPivot, Power View and Power Map. This course also teaches business users how to collaborate in a on-premises environment by publishing BI dashboards and reports using Excel Services and the PowerPivot Gallery. The final lecture of this course examines the emerging Power BI platform and discusses strategies for migrating a BI project into the cloud. Students should have prior experience working with Microsoft Excel and within a environment. Before coming to this class, students should already be comfortable working in Microsoft Excel with workbooks and be familiar with navigating around inside sites within a environment. STUDENT PREREQUISITES Students should have prior experience working with Microsoft Excel and within a environment. Before coming to this class, students should be comfortable working with Excel workbooks and be familiar with navigating around sites within a environment. Course Modules 1. Overview of Business Intelligence in 2. Power Query in Excel PowerPivot in Excel Time Intelligence and KPIs 5. Using Power View in Excel Excel Services in SharePoint Visio 2013 and Visio Services 8. Creating Dashboards with Performance Point Services 9. Creating Reports with SQL Server Reporting Services 10. Power BI in Office Info@CriticalPathTraining.com

2 MODULE 01: Overview of Business Intelligence in This module introduces the basic terminology and concepts involved with Business Intelligence (BI). Students will learn which the BI features have been enhanced in Microsoft Excel 2013, SharePoint Server 2013 and SQL Server Analysis Services. The module also discusses Microsoft s strategic vision for BI which includes support for traditional BI as well as new support for the self-service BI model where business users are able to complete BI projects with much less assistance from the IT staff and BI developers. Essential BI Concepts and Terminology Microsoft Software Involved in BI Solutions Understanding BI Data Sources Introduction to the Excel Data Model Exercise 1: Activating Excel 2013 Add-ins for PowerPivot and Power View Exercise 2: Create New Data Model using Data from the Wingtip Sales Database Exercise 3: Creating a PivotTable from an Excel Data Model Exercise 4: Adding a New Dimensions Table for Sales Region MODULE 02: Power Query in Excel 2013 This module introduces the core concepts of designing and executing queries with Power Query, Microsoft's new SSBI tool designed for business users to discover and extract data from external sources in order to import it into an Excel worksheet or an Excel data model. You will learn how to use Power Query to import data from a variety of sources including databases, Excel spreadsheets, web pages and SharePoint lists. You will also learn how Power Query can be used to reshape data during the import process by splitting a column with delimited values and combining multiple columns into a single column. You will also learn to perform powerful table operations such as merging columns and appending rows from multiple data sources as well as transposing, pivoting and un-pivoting the rows and columns in a source table. Introduction to Power Query Connecting to External Data Sources the Query Editor Parsing, Appending and Merging Data Transposing, Pivoting and Unpivoting Tables Exercise 1: Getting Started with the Query Editor in Power Query Exercise 2: Performing Transform Operations Exercise 3: Importing Data from SharePoint Lists Exercise 4: Creating PivotTables and PivotCharts from a Query Result MODULE 03: PowerPivot in Excel 2013 This module introduces students to the tools and working environment provided by the PowerPivot Add-in for Excel This overview of PowerPivot will include a discussion of DAX language Fundamentals as well as creating Calculated Columns and Calculated Fields. Students will also learn about creating hierarchies in dimension tables and working with named sets. DAX Fundamentals Creating Calculated Columns Creating Calculated Fields Creating Dimensional Hierarchies Hands-on Lab: Using PowerPivot in Excel 2013 Exercise 1: Formatting PowerPivot Data in Excel Exercise 2: Calculated Columns and DAX Expressions Exercise 3: Creating Calculated Fields on the Sales Table Exercise 4: Hierarchies

3 MODULE 04: Time Intelligence and KPIs This module will begin by focusing on designing time dimensions for use in an Excel data model. You will learn why and how to create a specialized table to track time dimensions as well as how to set up a time-dimensional hierarchy which will allow users to drill down into more specific regions of time while analyzing data. The second half of the module focuses on understanding and creating key performance indicators (KPIs). Understanding Evaluation Contexts Creating a Time Dimension Table Creating a Calendar Drilldown Hierarchy Time Intelligence Functions Creating KPIs Time Intelligence and KPIs Exercise 1: Adding a Time Dimension Table Exercise 2: Creating a Calendar Drilldown Hierarchy in the Time Table Exercise 3: Creating Calculated Fields with Time Intelligence Function Exercise 4: Creating a KPI to Monitor Sales Growth MODULE 05: Using Power View in Excel 2013 This module begins by explaining the motivation and architecture behind the enhanced Power View support in Microsoft Excel Students will learn about the BI capabilities of Power View as well as the Power View User Interface for building visualizations from the Data Model. The module demonstrates how to create reports using the Power View Report Designer and to utilize advanced features such as Filtering, Highlighting, and Slicers. Introduction to Power View Understanding the Power View User Interface Power View Features in Excel 2013 Charts and Other Visualization Types Hands-on Lab: Using Power View in Excel 2013 Exercise 1: Create Sales Revenue by Product Report Exercise 2: Create Sales by Zip Code Report Exercise 3: Create Sales by Age Demographics Report Exercise 4: Create Sales Revenue Pie Chart Report MODULE 06: Excel Services in This module introduces students to the architecture and BI capabilities of Excel Services in. Students will learn how to use Microsoft Excel 2013 to publish browser-enabled workbooks in a SharePoint document library as well as how to publish individual items from an Excel workbook such as worksheets, charts and tables for scenarios that call for fine-grained control of what the users will see. Students will learn how to add parameters to a workbook s Browser View Options which makes it possible to interact with the user and accept user input. The module will cover several other fundamental topics such as using the Excel Web Access Web Part, leveraging the Excel Services REST API and configuring a workbook with server-side connections to external data sources. Students will also learn how PowerPivot for SharePoint extends the BI functionality that is provided by Excel Services and SharePoint Server 2013 including publishing an Excel workbook with a data model, scheduling data refreshing, exposing a data model as data source for another workbook. Excel Services Architecture Publishing Workbooks Excel Services REST API PowerPivot for SharePoint Power View for SharePoint Hands-on Lab: Excel Services 2013 Exercise 1: Publish Credit Card Payoff Calculator Workbook Exercise 2: Publish WingtipSalesModel Workbook using Excel Services Exercise 3: Create Power View Report from Power Pivot Gallery Exercise 3: BI Semantic Model (BISM) Connections Exercise 4: Use the Excel REST API to Display a Chart using a Web Part

4 MODULE 07: Visio 2013 and Visio Services This module provides an overview of the BI features included with Microsoft Visio 2013 and Visio Services. Students will learn how to link a Visio diagram to external data sources as well as how to visualize data that is being linked to. The module explains new Visio 2013 diagram editing features such as Commenting, Coauthoring and Validation. Students will also learn to save Visio diagrams to a SharePoint document library where is can be loaded by Visio services and displayed as web page to make it accessible to any user with a browser. The module concludes with a discussion of common scenarios where it can be valuable to integrate Visio BI support into a larger BI solution. Microsoft Visio 2013 Getting Started with Visio Services 2013 Visio Data Linking Visio Web Access Web Part Publish to SharePoint Hands-on Lab: Visio 2013 and Visio Services Exercise 1: Visio Diagram Linked to WingtipSales Excel Data Exercise 2: Visio Diagram Linked to SharePoint Products List Exercise 3: Create a Visio Organizational Chart MODULE 08: Creating Dashboards with PerformancePoint Services This module teaches students what they need to know to build BI solution with PerformancePoint Services. Students will learn to use the Dashboard Designer to create data connections and other types of BI objects such as Reports, Indicators, KPIs and Scorecards. After that the module discusses how to publish these BI objects to a SharePoint site by creating and deploying a Dashboard. Students will also learn how to add filters to a Dashboard to provide the user with controls over filtering and drilling down into greater detail. PerformancePoint Services Overview Initial Configuration the Dashboard Designer Deploying a Dashboard Hands-on Creating Dashboards with PerformancePoint Services Exercise 1: Install ADO.NET MD version 10 Exercise 2: Configure the Performance Point Service Application Exercise 3: Use the Dashboard Designer to Create an Analytic Chart Exercise 4: Create and Deploy a Dashboard to a SharePoint Site MODULE 09: Creating Reports with SQL Server Reporting Services This module discusses how to leverage the integration between and SQL Reporting Services. Students will learn the fundamentals of creating and designing SSRS reports using the Report Builder utility and publishing these reports to a SharePoint site. Students will learn the proper techniques for creating Data Source and Data Sets to be used within an SSRS report. The module discuss how to make SSRS reports interactive allowing the report consumer to drill down into greater detail when necessary. Along the way, students will also learn about on-going responsibilities associated with SSRS which includes deploying and refreshing reports as well as managing snapshot and report history. The module concludes with a discussion of how and when to display an SSRS report using the SQL Server Reporting Services Web Part. SQL Reporting Services Overview SharePoint Integration Data Sources Report Builder MODULE 09: Creating Reports with SQL Server Hands-on Lab: SQL Reporting Services Exercise 1: Create Report Library and Report Data Sources Exercise 2: Create Wingtip Sales Map Report Exercise 3: Add Parameters to Map Report Exercise 4: Using the Report Viewer Web Part

5 MODULE 10: Power BI in Office 365 This module introduces you to Power BI, Microsoft's new cloud-based BI platform in Office 365. You will learn how the architecture of the Power BI service allows you to connect to just about any type of data accessible across the Internet. You will also learn about the role of the Data Catalog which allows business users with Power Query skills to share their queries with other less-technical users. You will also learn to best ways to analyze and report on data in a Power BI project including the use of Excel 2013 and Microsoft's new SSBI tool, the Power BI designer. Overview of the Power BI Platform Connecting to External Data Sources Publishing Shared Queries in the Data Catalog Analyzing and Reporting on Data using Excel 2013 Analyzing and Reporting on Data using Power BI Designer Natural Language Q&A Creating Dashboards and Reports in Power BI for Mobile Devices Exercise 1: Sign Up for a Power BI Trial Account Exercise 2: Connect to External Data Sources Exercise 3: Publish a Query to the Data Catalog Exercise 4: Analyze a Power BI Dataset using Excel 2013 Exercise 4: Create a Dashboard for Mobile Devices using the Power BI Designer Info@CriticalPathTraining.com