SharePoint 2010 for Business Intelligence Course SP05; 3 Days, Instructor-led

Transcription

1 SharePoint 2010 for Business Intelligence Course SP05; 3 Days, Instructor-led Course Description With this three-day SharePoint BI training course, you will identify and examine the key BI tools that are available in your Microsoft suite, and which will work best for you integrated within a SharePoint Business Intelligence platform. Your efforts will pay off with better document management, security, external data integration and information dissemination in a systematic and well organized environment. If you're using SharePoint as a platform in your organization, you have what you need to create a successful and productive Knowledge Management System and Business Intelligence Platform. You have the tools: SQL Server, SharePoint and Office 2010, Excel, PerformancePoint, Integration services, and more. This course is loaded with hands-on labs that show you these tools in action how they will integrate and how they will work in your environment. Through expert technical direction and a "learn by doing" environment, you will leave this SharePoint BI training course with a plan of action in place and the ability to follow through. Course Objectives Understand SharePoint's Business Intelligence feature set. How to deploy SharePoint BI applications that meet specific business needs. Understand SharePoint's Excel Services and its benefits/limitations. Publish Excel Workbook data to users through Excel Web Services. Get to know the SharePoint Business Intelligence Center template. Understand the elements of PerformancePoint Server you will want to incorporate. Understand Business Connectivity Services (BCS) and how they access external line-of-business applications. Use external business data from within SharePoint lists. Learn to create digital dashboards for executive summaries of information. Understand OLAP and its relationship and capabilities within SharePoint. Work with the SQL Server Business Intelligence Development Studio. Configure and optimize search to easily locate external business information. Work with SQL Server Reporting Services within SharePoint and digital dashboards. Audience Business Analysts Financial Analysts Business Intelligence Developers Solution Architects Database Administrators Functional Managers

2 Executives and Decision Makers with business intelligence needs Web Designers and Developers Anyone responsible for building business process intelligence applications for SharePoint 2010 Course Outline What is Business Intelligence A. SharePoint 2010 and Business Intelligence The Secure Store Service Visio Services Reporting Services and Report Builder PerformancePoint Services Excel Services and Power Pivot Business Connectivity Services B. What This Course Does NOT Cover A. Building a Virtualized SharePoint Environment for Development and Lab Work The Business Intelligence Center A. Planning for Business Intelligence Server Prerequisites and Licensing Selecting Your Business Intelligence Tools B. Creating a Business Intelligence Center Creating a New Business Intelligence Center Site Collection Reviewing the Business Center Subsite Creating a Business Intelligence Center Subsite Section Summary A. Creating a Business Intelligence Center Excel Services A. What are Excel Services B. Configuring Excel Services Global Setting Security Load Balancing Session Management Memory Utilization Workbook Cache Trusted File Locations Location Workbook Properties Calculation Behavior

3 Trusted Data Providers Trusted Data Connection Libraries User-Defined Functions C. Excel Services Best Practices D. Section Summary A. Working with Excel Services Visio Services A. What are Visio Services Configuring Visio Services Global Settings Maximum Web Drawing Minimum Cache Age Maximum Cache Age Maximum Recalc Duration Trusted Data Providers B. The Visio Process Repository Site Template Introduction to SharePoint Designer 2010 A. Introducing Microsoft SharePoint Designer 2010 B. Why SharePoint Designer 2010 C. Who Should Use SharePoint Designer D. Requirements for SharePoint Designer E. Getting Around in SharePoint Designer 2010 The New User Interface - An Overview Navigation Panel Gallery and Summary Pages The Ribbon SharePoint Designer Navigation Current User Controls Ghosting and Unghosting F. Section Summary A. Explore SharePoint Designer PerformancePoint Services A. What is PerformancePoint B. PerformancePoint Components SharePoint Lists and Libraries PerformancePoint Service Databases SQL Server Analysis Services Cubes Other Reporting Data Sources

4 C. Business Intelligence Components Dashboards Key Performance Indicators Data Sources Filters Scorecards Reports D. Section Summary A. Working with PerformancePoint Services SharePoint Workflows A. Understanding SharePoint Workflows What is a Workflow Types of Workflow Solutions B. Workflow Templates SharePoint Server 2010 Templates C. The Workflow Creation Process Naming and Creating Workflows Creating and Assigning a Task List Viewing History and Tracking Process D. Events, Actions, Conditions and Steps Events Actions Conditions Steps Workflow Forms Workflow History Workflow Status E. Using Workflow Designer Initial Considerations Creating a Workflow Workflow Variables F. Section Summary A. SharePoint Workflows Business Connectivity Services A. What are Business Connectivity Services A. Business Connectivity Services

5 InfoPath and Form Services A. Working With InfoPath and Form Services What is InfoPath B. Creating and Customizing an InfoPath Form Page Design and Layout Inserting Tables Form Controls Text Box Rich-Text Box Section List Boxes Date Picker Check Box Option Buttons Button Sections Other Controls Data Sources Views Design Checker Designing a New Form Publishing a Form Template to a Library A. Implementing InfoPath and Form Services Access Database Services A. Understanding Access Services What is Access Introducing Access Services Publishing to Access Services B. Section Summary A. Access Database Services