MS55063A: Advanced SharePoint 2013 Business Intelligence

Request info

SharePoint 2013 Training

About this Course

This 5-day Instructor Led course How to use SharePoint as your platform for Business Intelligence. Journey through the SharePoint Business Intelligence Center, Excel Services, Reporting Services, Analysis Service, Performance Point and PowerPivot to implement your BI Strategies and enable your decision makers to see data in new and dynamic ways! Also included are Power* features like PowerView, PowerQuery, PowerMap and PowerBI. You will also be exposed to Big Data topics such as Hadoop, HDInsight and StreamInsight. This course will take you down a path of building a BI environment from scratch to full interactive dashboards using the Microsoft BI Stack.

Audience Profile

This course is intended for Sr. Business Intelligence Architects and Consultants, Sr. Business Analysts, anyone responsible for implementing BI with SharePoint.

At Course Completion

The 2013 refresh of the popular 2010 BI course! This course explores the new design of the Business Intelligence Center, changes in Excel Services and Office Web Apps, Business Connectivity Services and OData, Visio Services, Access Services 2013, PowerPivot, PowerBI, PowerView, PowerQuery and Power Maps, PerformancePoint and Bing Maps via the GeoLocation field. A coverage of Big Data topics like Hadoop, HDInsight and StreamInsight are also included.

Prerequisites

Before attending this course, students must have:

Understanding of SharePoint 2013 User Interface, database reporting concepts and familiarity with Data Marts and Data Warehouses.
Course Outline
Module 1: Overview

A simple introduction module.

After completing this module, students will be able to:

Understand your course, classroom, classmates, facility and instructor.
Module 2: Business Intelligence

In this module we review what Business Intelligence (BI) is and what the typical BI goals are. We also explore how Microsoft BI tools are enabling more advanced Business Intelligence features to filter down/up to the decision makers and Information Workers in general.

Lessons

Why Business Intelligence?

Lab : Business Intelligence Worksheet

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
Module 3: Business Intelligence Center

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

Lessons

Business Intelligence Center

Lab : 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
Module 4: Data Mart & Data Warehouses and Master Data Services

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.

Lessons

Understanding Data and Data Formats

Building Data Marts & Data Warehouses

Master Data Services

Lab : Data & Data Formats

Explore Data Formats

Lab : Build A Data Warehouse

Create a Simple Data Warehouse

Lab : Extract & Load

Explore the Extract stage

Lab : Transform & Load

Explore Transform & Load stages

Realize the importance of primary/unique keys

Lab : Granularity

Create Data Warehouse Granularity Levels

Lab : Build A Data Mart

Create a Data Mart

Lab : Master Data Services

Configure Master Data Services

Create Data sources in Master Data Services

Configure Master Data Services add-in

Connect to MDS data

Publish data changes
Module 5: Business Connectivity Services and Secure Store

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.

Lessons

Business Connectivity Services

Secure Store

Lab : BCS Basics

Explore External Content Types

Create a new External Content Type

Create an External List

Add items to External Lists

Lab : BCS With Data Warehouse

Creating an Large External List using ECTs

Using Filters and External lists

Creating and Configuring Entity Profile Pages

Enable Revert To Self

Lab : Office & BCS for BI

Explore Office and BCS Integration

Lab : BCS and OData

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
Module 6: Analysis Services, HDInsight and StreamInsight

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.

Lessons

Analysis Services

HDInsight & Hadoop

StreamInsight

Lab : Analysis Services

Create Dimension and Fact tables with SSIS

Lab : Building An Analysis Services Database

Create a Analysis Services Database

Create a Cube

Create Dimensions

Create Fact Tables

Create a KPI

Lab : Key Performance Indicators

Create Status Indicator list in 2013

Lab : Hadoop and Azure HDInsight

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

Lab : StreamInsight

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
Module 7: Filter Web Parts

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

Lessons

Filter Web Parts

Lab : 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
Module 8: Excel, Excel Services and Excel Web App

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

Lessons

Excel Services

Lab : Create An Excel Report

Create An Excel Report

Lab : Excel Services

Learn to use Excel Services

Create/Publish to Excel Services

Configure Excel Services

Shared Data Connections

Excel Interactive View

Lab : MDX

Explore Excel MDX features

Create a Slicer

Create an MDX Set

Lab : Sparklines

Use Excel Sparklines

Lab : Filters & Excel Services

Explore Filter Web Parts and Excel Services

Lab : REST & Web 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
Module 9: PowerPivot, Tabular Data Sources

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.

Lessons

PowerPivot For Excel

PowerPivot For SharePoint

Lab : Use PowerPivot

Explore PowerPivot Functions

Use Basic PowerPivot

Use PowerPivot with Large DataSets

Create PowerPivot Linked Tables

Create Slicers

Lab : Integrate Power Pivot and SharePoint

Install PowerPivot for SharePoint Addin

Install PowerPivot on Database Server

Configure PowerPivot for SharePoint

Publish to SharePoint

Automating Data Refresh

Analyzing Usage Data

Lab : Tabular Models

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

Lab : Import PowerPivot to SSAS

Import
Duration: 5 Days

SELECT wp_posts.*, wp_p2p.* FROM wp_posts INNER JOIN wp_postmeta ON ( wp_posts.ID = wp_postmeta.post_id ) INNER JOIN wp_p2p WHERE 1=1 AND ( ( wp_postmeta.meta_key = 'start_date' AND CAST(wp_postmeta.meta_value AS DATE) >= '2025-01-18' ) ) AND ((wp_posts.post_type = 'schedule' AND (wp_posts.post_status = 'publish' OR wp_posts.post_status = 'acf-disabled'))) AND (wp_p2p.p2p_type = 'schedule_to_courses' AND wp_posts.ID = wp_p2p.p2p_from AND wp_p2p.p2p_to IN (SELECT wp_posts.ID FROM wp_posts WHERE 1=1 AND wp_posts.ID IN (10356) AND ((wp_posts.post_type = 'courses' AND (wp_posts.post_status = 'publish' OR wp_posts.post_status = 'acf-disabled'))) ORDER BY wp_posts.post_date DESC )) GROUP BY wp_posts.ID ORDER BY CAST(wp_postmeta.meta_value AS DATE) ASC