Combined Knowledge Business Intelligence with SharePoint 2013 and SQL 2012 Course

(1)

Combined Knowledge – Business Intelligence

with SharePoint 2013 and SQL 2012 Course

Mark Macrae

Suggested Course Outline:

Day 1 – Overview and Personal BI

- 09:00 : Module 0 – Course Overview

- 09:30 : Module 1 – Introduction to BI and Foundation Concepts - 10:30 : Break for Coffee

- 10:45 : Module 2 – Microsoft BI Stack Overview

- 11:45 : Module 3 – Introduction to Data and Data Modelling - 12:45 : Break for Lunch

- 13:30 : Module 4 – Excel 2013 and Power View(with coffee break) - 17:30 : Close

Day 2 – Team BI Part 1

- 09:00 : Module 5 – Excel Services 2013(with coffee break) - 13:00 : Break for Lunch

- 13:30 : Module 6 – Introduction to PowerPivot 2013 (with coffee break) - 17:30 : Close

COURSE

OVERVIEW

(2)

Day 3 – Team BI Part 2

- 09:00 : Module 7 – Introduction to PowerPivot for SharePoint 2013 (with coffee break) - 13:00 : Break for Lunch

- 13:30 : Module 8 – Introduction to SSRS and Report Builder(with coffee break) - 17:30 : Close

Day 4 – Corporate BI

- 09:00 : Module 9 – Introduction to PerformancePoint (with coffee break) - 13:00 : Break for Lunch

- 13:30 : Wrap up / Q&A - 14:30 : Close

Module

# Module

Name Level /

Pre-Reqs Description Time

0 Course Overview Level N/A

Agenda:

- Introductions - Course Agenda

- Housekeeping / Logistics - Expectations

- Pre-requisites

Labs: N/A

30 mins

(3)

Module

#

Module Name

Level /

1

Introduction to BI and Foundation

Concepts Level 100

Agenda:

- 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 - Module Summary

Labs: N/A

1 hr

(4)

Module

#

Module Name

Level /

2 Microsoft BI Stack

Overview Level 100

Agenda:

- 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 2008/2013 - The SharePoint BI Site Template - Module Summary

Labs: a) Create a BI Site in SharePoint 2013

1 hr

(5)

Module

#

Module Name

Level /

3

Introduction to Data and Data

Modelling Level 200

Agenda:

- The Importance of Data in BI - Data Sources

- Securing Data

- Introduction to Data Modelling - Tabular vs Multidimensional - Building a Tabular Data Model - Module Summary

Labs: Building a Data Model in Excel 2013

2 hrs

(6)

Module

#

Module Name

Level /

4 Excel 2013 and

Power View Level 200

Agenda:

- Overview

- Two Versions of Power View - Reasons for Using Power View - System Requirements

- Charts and Visualisations - Filters, Slicers

- Sharing Power View Dashboards with SharePoint - Module Summary

Labs:

- Building a Power View Dashboard with Excel 2013 - Publishing to SharePoint

4 hrs

(7)

Module

#

Module Name

Level /

5 Excel Services

2013 Level 200

Agenda:

- 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 Named Ranges and Filters

- Publishing to SharePoint

- Excel Web Access and Filter Web Parts - Module Summary

Labs:

- Create an Excel Dashboard - Publish to Excel Services

- Working with the Excel Web Access Web Part - Working with Filter Web Parts

4 hrs

(8)

Module

#

Module Name

Level /

6

Introduction to PowerPivot for

Excel 2013 Level 200

Agenda:

- 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 Labs:

- PowerPivot UI

- Importing Data and Creating Relationships - Working with DAX

- Build a PowerPivot Dashboard

4 hrs

(9)

Module

#

Module Name

Level /

7 Introduction to PowerPivot for SharePoint 2013

Level 200

Agenda:

- 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 - Module Summary

Labs:

- Publishing your PowerPivot Model to SharePoint - Working with the PowerPivot Gallery

- Working with Data Refresh

4 hrs

(10)

Module

#

Module Name

Level /

8

Introduction to SSRS and Report

Builder Level 200

Agenda:

- 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 - Module Summary

Labs:

- Creating an SSRS Report with Report Builder - Publishing to SharePoint

- Create a schedule.

4 hrs

(11)

Module

#

Module Name

Level /

9 Introduction to PerformancePoint

Services 2013

Level 300

Agenda:

- 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 - Module Summary

Labs:

- Creating an Analytic Report in PPS - Creating KPI and Scorecard in PPS - Creating a Dashboard and using Filters - Incorporating Excel with PerformancePoint

4 hrs