Microsoft SharePoint 2010: Business Intelligence

Course Overview

This course explores how to use SharePoint as a platform for Business Intelligence. It teaches students how to build a BI environment using the Microsoft BI Stack.

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Related Courses

• Microsoft Sharepoint 2010: Administration
• Microsoft SharePoint 2010: Developer Track
• Microsoft SharePoint 2010: Administrator Track
• Microsoft SharePoint 2010: Application Development (MOSS, WSS, WebParts, Web Parts, Workflow)
• Microsoft SharePoint 2010 Technologies: Introduction
• Microsoft SharePoint 2010: What's New for IT Professionals in Microsoft SharePoint 2010 Beta
• Microsoft SharePoint 2010: Collaboration for End Users
• Microsoft SharePoint 2010: Site Management for End Users
• Microsoft SharePoint 2010: Power End User Track
• Microsoft SharePoint 2010: Developer BOOTCAMP

Audience

It is intended for senior Business Intelligence Architects or Consultants, Senior Business Analysts or anyone responsible for implementing a business intelligence solution using SharePoint 2010.

Skills Gained

After completing this course, students will be able to understand how business intelligence works; navigate the Business Intelligence Center in SharePoint 2010; understand data and data formats; build Business Connectivity Services (BCS) applications; use SQL Server Analysis Services (SSAS); work with Filter Web Parts; use Excel 2010 as a reporting tool; use PowerPivot with Excel 2010; automate reports with Reporting Services; integrate Reporting Services and PowerPivot; create Performance Point scorecards and KPIs; use Visio and Access services with SharePoint 2010; use .NET charts in SharePoint 2010; publish GeoSpatial data to SharePoint 2010.

Course Outline

1. Business Intelligence
2. Business Intelligence Center
3. Data Mart and Data Warehouses
4. Business Connectivity Services
5. Analysis Services
6. Filter Web Parts
7. Excel Services
8. PowerPivot
9. Reporting Services
10. Performance Point
11. Visio and Access Services
12. GeoSpatial Data with Charts and Maps

Module 1: Business Intelligence

• This module explores how Microsoft BI tools are enabling more advanced Business Intelligence features to filter up/down to decision makers and Information Workers in general.
• Business Intelligence
• Lab: Business Intelligence Worksheet
• Skills
• Define Business Intelligence.
• Understand what P=R-C means to BI.
• Understand your BI will only be as good as your data, tools and processes.

Module 2: Business Intelligence Center

• This module explores the Business Intelligence Center site definition that comes with SharePoint 2010.
• SharePoint Business Intelligence Center
• Dashboard Designer
• Lab: Business Intelligence Center
• Skills
• Navigate the Business Intelligence Center Site Definition.
• Understand what a SharePoint Dashboard is.
• Understand what a KPI is and what data they can analyze.
• Understand what integration points are compatible with the Business Intelligence Center.

Module 3: Data Mart and Data Warehouses

• This module explores the definition of data and some of the many forms it can take. It also defines the terms Data Warehouse and Data Mart.
• Understand Data and Data Formats
• Data Marts and Data Warehouses
• Extract stage
• Transform and Load stages
• The importance of primary/unique keys
• Data Warehouse Granularity Levels
• Populating SharePoint Lists with SQL Server data
• Lab: Data and Data Formats
• Lab: Build A Data Warehouse
• Lab: Extract and Load
• Lab: Transform and Load
• Lab: Granularity
• Lab: Build A Data Mart
• Lab: SQL Server to SharePoint Lists
• Skills
• Differentiate between multiple data formats.
• Understand differences between data warehouse and data marts.
• Describe what happens in an Extract, Transform and Load (ETL) process.

Module 4: Business Connectivity Services

• This module looks at the new Business Connectivity Services.
• Business Connectivity Services
• External Content Types
• External Lists
• Large External List using ECTs
• Use Filters and External lists
• Entity Profile Pages
• Office and BCS Integration
• Lab: BCS Basics
• Lab: BCS with a Data Warehouse
• Lab: Office and BCS for BI
• Skills
• Understand how BCS works.
• Know how to build new BCS applications.
• Upgrade older BDC applications to BCS.

Module 5: Analysis Services

• This module explores SQL Server Analysis Services (SSAS).
• Dimension and Fact tables with SSAS
• Analysis Services Databases
• Cubes
• KPIs
• Lab: Analysis Services
• Lab: Building an Analysis Services Database
• Skills
• 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.

Module 6: Filter Web Parts

• This module explores the important role Filter Web Parts play in building Business Intelligence portals.
• Filter Web Parts
• Integrate User Profiles with Filters and Reports
• Lab: Filter Web Parts
• Lab: UserProfiles and Filters
• Skills
• Describe the role of Filter Web Parts.
• Work with Filter Web Parts.
• Understand how to integrate Filter Web Parts into other BI technologies.

Module 7: Excel Services

• This module works with the various features of SharePoint's Excel Services.
• Excel Services
• Excel Reporting
• Shared Data Connections
• MDX Features in Excel 2010
• Excel 2010 Sparklines
• Filter Web Parts and Excel Services
• REST Features of Excel Services
• Lab: Create An Excel Report
• Lab: Excel Services
• Lab: MDX
• Lab: Sparklines
• Lab: Filters and Excel Services
• Lab: REST and Web Services
• Skills
• Setup and configure Excel Services.
• Use the Excel Services Web Parts.
• Use Excel to modify MDX queries.
• Use Excel to create Sparklines.
• Use Excel Services REST-ful APIs.

Module 8: PowerPivot

• This module explores the new PowerPivot tools of SQL Server 2008 R2 and Excel 2010.
• PowerPivot For SharePoint 2010
• PowerPivot For Excel 2010
• PowerPivot Linked Tables
• Analyze Usage Data
• Lab: Install Power Pivot
• Lab: Use PowerPivot
• Skills
• Create PowerPivot enabled spreadsheets.
• Utilize common PowerPivot functions and tools.

Module 9: Reporting Services

• This module explores Reporting Services, its integration with SharePoint and how to build Reporting Services reports.
• Reporting Services
• Reporting Services Reports
• Reporting Services Web Part
• Automate Report Delivery
• Reporting Services and PowerPivot
• Lab: Install Reporting Services
• Lab: Building Reports with Reporting Services
• Lab: Automating Reports with Reporting Services
• Lab: Reporting Services and PowerPivot
• Skills
• 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.

Module 10: Performance Point

• This module explores how Performance Point can enhance your BI Dashboards and Key Performance Indicators.
• Performance Point Service Application
• Dashboard Designer
• Performance Point Reports
• Lab: Performance Point
• Skills
• Describe the features of Performance Point.
• Create Performance Point Scorecards and KPIs.
• Use Time Intelligence features in your BI solutions.

Module 11: Visio and Access Services

• This module looks at how Visio and Access Services can be integrated into a Report process.
• Visio Services
• Publishing a Visio Diagram to SharePoint
• Access Services
• Publishing an Access Database to SharePoint
• Lab: Visio Services
• Lab: Access Services
• Skills
• Create and deploy interactive Visio diagrams to SharePoint.
• Create and deploy Access databases to SharePoint.

Module 12: GeoSpatial Data with Charts and Maps

• This module explores GeoSpatial data and how to use the new .NET Charts and Mapping features of SharePoint 2010.
• Charts and Maps
• GeoSpatial Data
• Spatial Data Types in SQL Server
• Using Geospatial Data in a Reporting Services Report
• Publishing Geospatial Data to SharePoint 2010.
• Filters, Data Views and Bing Maps integration
• .NET Charts
• Lab: GeoSpatial Data with SQL Server
• Lab: Bing Maps
• Lab: .NET Charts
• Skills
• Understand how .NET Charts are used in SharePoint 2010.
• Understand how to build geospatial maps using BI data.

Before attending this course, students must have the following pre-requisites:

• An understanding of the SharePoint 2010 User Interface.
• Understand database reporting concepts.
• Familiarity with Data Marts and Data Warehouses.