SharePoint 2013 PerformancePoint Services

In this module we will first look at the three different ways in which business intelligence can be viewed. Then, we’re going to look at the services SQL 2012 provides us and how they apply to business intelligence. We will then move to SharePoint 2013 and look at the SharePoint services to examine their relevance and how we can use them in business intelligence to surface data. In this section we will also cover the new business intelligence features available within the SharePoint 2013 release. Finally, we will take a brief look at PowerPivot, examining the new features and their significance. PowerPivot is covered in more detail in a later module.

Business Intelligence in Three Ways

SQL 2012 Business Intelligence

New 2013 SharePoint Business Intelligence Features

New 2013 PowerPivot in Excel Features

SQL 2012 Multidimensional Model Basics

SQL 2012 Tabular Model Basics

After completing this module, students will be able to:

Browse the data within the cube using SQL Server Management Studio.

Browse data using Visual Studio 2013.

Connect to a tabular source, import tables, and explore the data.

In this module, we will explore the new and improved 2013 SharePoint Central Administration site. We are going to cover specifically the new 2013 Business Intelligence Center template within SharePoint. We are also going to cover some things that generically apply to SharePoint that you can use within business intelligence. Permissions and Roles will be illuminated and the included Document Library and List apps will be explained.

New 2013 SharePoint Central Administration

New 2013 Business Intelligence Center

Permissions and Roles

Included Document Library and List Apps

SharePoint 2013 Central Administration

SharePoint 2013 Business Intelligence Center (Optional)

In this module, we will cover in-depth 2013 PerformancePoint Services features. Dashboard Designer is explored along with many of the objects and connections available within

New 2013 Overview of PerformancePoint Services

Dashboard Designer

Data Sources

Indicators

KPIs

Visual Reports

Filters

Scorecards

Dashboards

PerformancePoint Services Dashboard Designer Introduction and Data Source Configuration

Standard or Blank KPI Demonstration

Leaf KPI Demonstration

Objective KPI Demonstration

Visual Reports

PerformancePoint Filters

PerformancePoint Cascading Filters

Time Intelligence Filters

Scorecard Settings

Scorecards Filtered Using the Wizard

PerformancePoint Dashboards

After completing this module, students will be able to:

Explore the Dashboard Designer interface and know how to create and configure a data source.

Create and configure a standard KPI and a scorecard.

Create and configure a leaf KPI and a scorecard.

Create two blank KPI’s and then roll them into an objective KPI.

Create and configure an analytic chart and an analytic grid, add them to a dashboard, deploy them to SharePoint, and explore the options available.

Create and configure a filter, and tie the filter into both the analytic chart and analytic grid created earlier.

Create and configure a cascading filter and then tie it into a new analytic chart and grid.

Create a Time Intelligence data connection, a Time Intelligence filter, and create a report using both.

Create four copies of the Objective Scorecard, configure settings in each of the four copies, and deploy them to SharePoint in a dashboard.

Create a new leaf KPI and use that KPI in two new scorecards, one with a filter configured, and one without.

Create a new dashboard with two pages and review editing options

PowerPivot is not a feature of SharePoint business intelligence, however, an Excel workbook with PowerPivot can be saved to a SharePoint site and then used in a business intelligence scenario. This module is intended as an overview of the product only and covers all the new features available in the 2013 release of the add-in

New 2013 PowerPivot Features

PowerPivot and Excel

PowerPivot and SharePoint

Enterprise Business Intelligence and PowerPivot

Importing Data

Enriching Data

SharePoint Sharing

Import Data from SQL

Review and Edit the Imported Relationships

Hide Unused Columns

Create a PivotTable

After completing this module, students will be able to:

Use PowerPivot within Excel to import a table from SQL Server.

View the relationships existing within the imported tables from SQL Server and then import an additional table and configure a relationship between it and the existing.

Hide columns they don’t want reflected in the resulting PivotTable.

Create a PivotTable within an existing worksheet.

This module borrows from the three-day Microsoft course on Dashboards number 50596A. Monitoring, analyzing, and managing dashboards are discussed along with details on how to use them most effectively. This module does not cover Dashboard Designer as it is covered in more detail in the PerformancePoint Services module. Coverage of the Microsoft Report Builder 3.0 tool is brief as this course focuses on the SharePoint space.

Dashboard Migration

Three Types of Dashboards

Successful Dashboards

Tables or Graphs

Types of Graphs

Choosing a Chart Type

Key Performance Indicators

Pitfalls In Dashboard Design

Microsoft Report Builder 3.0

Plan Your Reports

Datasets

New 2013 SharePoint Designer Features

SharePoint Web Apps

Explore the Report Builder 3.0 Interface (Optional)

Create an Embedded Data Source into SQL 2012 Engine (Optional)

Create an Embedded Data Source into SQL 2012 Analysis Services (Optional)

Create a Shared Data Source Using the Report Manager (Optional)

Create a Shared Dataset Using the Shared Data Source (Optional)

Three Methods for Connecting Dashboard Web Apps

After completing this module, students will be able to:

Navigate the Report Builder 3.0 interface.

Create an embedded data source connecting into a database.

Create an embedded data source connecting into an OLAP database.

Create a shared data source using the Report Manager.

Create a shared dataset using the shared connection they created in the previous exercise.

Create a new dashboard and explore three different ways to connect the Web Apps.