Visualizing SharePoint Business Intelligence with No Code

The course setup

What is not covered

Explore the Course Environment

This module brings everybody up to the same point in their knowledge of Business Intelligence, what it is capable of, problems you may encounter and encouraging case studies.

What you will get out of this module:

What Business Intelligence can do for your organization.

What to watch out for in implementation.

What is a Business Intelligence Time Scope and what types of tools address each?

An understanding and appreciation for the effort I.T. put into the project.

Why Business Intelligence

Why do Business Intelligence Projects fail?

The Three Types of Business Intelligence Projects

Business Intelligence Time Scopes

Some Great Features in SQL for Business Intelligence

Examine and run a prebuilt SQL Integration Services Package that performs an Extract Transform and Load into a Datamart.

Examine the effects of the Proactive data cache to automatically update data.

What you will get out of this module:

A set of taxonomies for classifying your users.

Think through your organization and determine where they are in the implementation cycle.

Knowing the two above will guide you in the tools to use for each group.

Determine the type(s) of users

Determine the maturity of your organizational Business Intelligence

The target of the tools

High level overview of each tool

Examine the toolsets

Dashboard Designer

Report Builder 3.0

SharePoint Designer

In Browser Customization

What you will get out of this module:

An understanding of the terminology.

Why a Datamart\Warehouse is the best data storage mechanism for Business Intelligence .

An overview of SQL Server Analysis Services.

How to use SQL Management Studio to examine data.

What is a Data Mart?

What is Microsoft Analysis Services?

Business Intelligence Terminology

A fast and easy way as a proof of concept

Create a Datamart using the UDM Wizard

Use SQL Management Studio to browse the data

What you will get out of this module:

An understanding of the concept of trusted data and why it is a must have concept.

The potential sources for data we can use in analytics.

The potential problems or costs that are associated with the data sources.

An examination of the creation process for a data source.

What is Trusted Data?

Where can we pull data from?

What might we have to do?

Using Social Networks

The Data Sources

Create data sources

What you will get out of this module:

What the management features of SharePoint bring to the table for you.

Why SharePoint security simplifies your life.

How to use workflows in your Business Intelligence.

What does SharePoint add?

How can workflows be used in Business Intelligence?

Quick tour of terms

Utilize the management capability features of SharePoint

Examine security of stored objects

Use a workflow in SharePoint

What you will get out of this module:

Understanding why the Business Center is the correct template for use in Business Intelligence.

How to link other sites in your organization back to the Business Center.

How to use Social Networking in your Business Center to see how the users feel about the site and dashboards.

How and why you might want to add Sub sites into your Business Center.

How to customize the look and feel of the site.

Exploring the Business Center

The built in features

Adding other features

Adding social network features to your internal Business Intelligence

Creating Sub-Sites

Customizing the Business Center

Create a SharePoint Business Center

Explore the features of the SharePoint Business Center

Create a sub site

Add Social Networking into your site

What you will get out of this module:

An understanding of why PerformancePoint services is a service and not a server.

A good working knowledge of the excellent tool Dashboard Designer.

How to create each of the first class objects including the new cascading filter added by Service Pack 1.

How to deploy a Dashboard .

What is PerformancePoint Services (with Service pack 1)

Dashboard Designer

KPIs

Filters

Scorecards

Dashboards

Further Study

Use PerformancePoint Services to create all of the PerformancePoint Objects

Publish a Dashboard

What you will get out of this module:

An understanding of why Excel Services is and what it is not.

How to use a Single Source of the Truth for your workbooks.

How to use a workbook as a data source for a KPI.

How to Publish workbooks to Excel Services.

How to utilize parameters in published workbooks.

What is Excel Services

A Single Source of the Truth

What Excel Services is not

Publishing with Excel Services

Interacting with published Excel workbooks

Publish a Workbook to Excel Services

Interact with the workbook

Drive a KPI off a workbook

What you will get out of this module:

An understanding of what PowerPivot adds to Excel.

The advantages of using PowerPivot in SharePoint.

Publishing PowerPivot to SharePoint.

What is PowerPivot

Using the Excel PowerPivot add in

Using PowerPivot for SharePoint

Use PowerPivot in Excel

Publish a PowerPivot enabled workbook to SharePoint

What you will get out of this module:

An understanding of what Visio services enables in dashboards.

How to create and deploy a data driven Visio drawing.

What is Visio Services

Using Data Connected Visio Drawings

Create a data driven Visio drawing

Publish the drawing to Visio Services

What you will get out of this module:

The advantages of a Integrated installation between SQL Reporting Services and SharePoint Services.

How to utilize Report Builder 3.0.

How to create Graphs.

How to create Gauges.

How to generate Reusable Report Parts.

How to utilize maps in your reports.

Advantages of Integrated Installation

Report Builder 3.0

Creating Graphs

Creating Maps

Creating Gauges

Creating reusable Report Parts

Use Report Builder 3.0 to create graphs, gauges, maps and report parts

Publish the objects to SharePoint

What you will get out of this module:

Understand Business Connectivity Services.

Implement a BCS deployment.

What is Business Connectivity Services?

Using BCS in SharePoint

Use SharePoint Designer to create an External List with Business Connectivity Services

Publish the External List into SharePoint