Advanced SharePoint 2013 Business Intelligence

Why Business Intelligence?

Answer Business Intelligence Questions

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

In this module we are going to explore the Business Intelligence Center site definition that comes with SharePoint.

Business Intelligence Center

Create the Business Intelligence Center

Explore SharePoint Business Intelligence Center

Explore Dashboard Designer

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

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

Explore Data Formats

Create a Simple Data Warehouse

Explore the Extract stage

Explore Transform & Load stages

Realize the importance of primary/unique keys

Create Data Warehouse Granularity Levels

Create a Data Mart

Configure Master Data Services

Create Data sources in Master Data Services

Configure Master Data Services add-in

Connect to MDS data

Publish data changes

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

Explore External Content Types

Create a new External Content Type

Create an External List

Add items to External Lists

Creating an Large External List using ECTs

Using Filters and External lists

Creating and Configuring Entity Profile Pages

Enable Revert To Self

Explore Office and BCS Integration

Explore BCS models using OData as source

Create external list from 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

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

Create Dimension and Fact tables with SSIS

Create a Analysis Services Database

Create a Cube

Create Dimensions

Create Fact Tables

Create a KPI

Create Status Indicator list in 2013

Install Hadoop for Windows

Configure Hadoop for Windows

Export Hadoop data

Render reports based on Hadoop data

Use and configure HDInsight

Install the Hadoop .NET SDK

Install HDFS ODBC driver

Build Reports using Excel and Power Query

Install StreamInsight

Setup demo application

Write StreamInsight queries

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

In this module we will explore Filter Web Parts and the important role they play in building Business Intelligence portals.

Filter Web Parts

Use each of the 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

In this module we will explore and work with the various features of SharePoint's Excel Services.

Excel Services

Create An Excel Report

Learn to use Excel Services

Create/Publish to Excel Services

Configure Excel Services

Shared Data Connections

Excel Interactive View

Explore Excel MDX features

Create a Slicer

Create an MDX Set

Use Excel Sparklines

Explore Filter Web Parts and Excel Services

Explore REST features of Excel Services

Explore the Excel Services Web Service

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

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

Explore PowerPivot Functions

Use Basic PowerPivot

Use PowerPivot with Large DataSets

Create PowerPivot Linked Tables

Create Slicers

Install PowerPivot for SharePoint Addin

Install PowerPivot on Database Server

Configure PowerPivot for SharePoint

Publish to SharePoint

Automating Data Refresh

Analyzing Usage Data

Create a Tabular Model Project

Adding Data

Creating Relationships

Creating Calculated Columns and Measures

Creating Key Performance Indicators

Deploying Tabular models

Analyzing data in Excel

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

In this module we will explore Reporting Services, its integration with SharePoint and how to build Reporting Services reports.

Reporting Services

Reports

Configure Reporting Services

Create a Reporting Services Report

Configure Reporting Services Web Part

Create Advanced Reporting Services report

Filter Web Parts and Reports

Create Report Part Gallery

Create a Report Library

Create Report Parts

Create a Report using Report Parts

Automated Report Delivery

Setup Reporting Services RSS Feed

Create and Use Data Feed Library

Utilize Reporting Services data in PowerPivot

Utilize PowerPivot data in Reporting Services

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

In this module we explore the new Microsoft BI Stack components available which include PowerView, PowerQuery and PowerBI.

Power View

Power Query

Power BI

Create PowerView view

Utilize images in PowerView views

Create Chart Visualizations

Create Map Visualizations

Work with slicers

Work with multiples

Work with sorting

Work with Visualization Filters

Deploy to SharePoint

Export to PowerPoint

Install Power Query

Explore Power Query reports

Create Power Query reports

Install PowerBI Windows App

Configure PowerBI

Working with Power BI in O365

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

In this module we will explore Performance Point and how it supercharges your BI Dashboards and Key Performance Indicators.

Performance Point

Explore Performance Service Application

Explore the Dashboard Designer

Create A Scorecard

Create A PP KPI

Explore Time Intelligence

Create Performance Point Reports

Create Filters

Create A Dashboard

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

In this module we will explore Visio and Access Services and how to integrate it into your Report process.

Visio Services

Access Services

Use Visio Services

Publish a Visio to SharePoint

Utilize data driven Visio diagrams

Utilize Visio for site architecture diagram

Access and SharePoint integration

Removed features

Publish Access Database To SharePoint

Explore Access Services 2013

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

Populate a SQL Server Database using Shape2SQL

Utilize the new Spatial Data Types in SQL Server

Create a Reporting Services Report using Geospatial Data

Publish Geospatial Data to SharePoint

Utilize Bing Maps API

Create and use GeoLocation columns

Create a Map View

Explore SharePoint Store Map Apps

Install Power Map

Explore Power Map reports

Create Power Map reports

Create Power Map Tour and Scenes

Create Power Query Report

Create Power Map from Power Query data

Import Chart web part file

Utilize .NET Charts in 2013

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