Power BI with SharePoint 2013

Power BI for the Information Worker

Course Length: 3 Days
Course Format: Instructor–Led
Course Hours: 9:00 a.m. – 5:00 p.m.

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Download a PDF of the course outline.

Course Description

Course Overview: Learn Microsoft SharePoint Business Intelligence technologies including Excel Services, PerformancePoint Services and Visio Services. Learn how to successfully report, measure and analyze data resulting in increased accountability and better alignment with organizational goals.

Target Student: This course is for students who are eager to understand the Microsoft SharePoint Business Intelligence technologies (including Excel Services, PerformancePoint Services and Visio Services) that can help them, their teams, and their organization to measure, explore data, analyze, forecast, and report on the most important aspects of their business by using the company’s business data.

Prerequisites: To ensure your success, we recommend you first take the following CompuTrain course or have equivalent knowledge: Microsoft® Power BI® Foundation.

Course Objectives

Upon successful completion of this course, students will be able to:

  • Explain reasons for BI and when and where to use each tool
  • Utilize new analytic and reporting features in Power Pivot, Power View, PerformancePoint and Visio using a data warehouse database
  • Connect to the data and model it
  • Automate a data refresh
  • Understand the resources to install a complete stack for bringing all of the tools together
  • Quickly create visualization using Power View and Power Pivot in Excel 2013
Course Content
Lesson 1: Business Intelligence in SharePoint
  • Leading up to BI
  • Beware of Losing Sight of What Matters Most
  • What is BI
  • Microsoft’s Vision for BI and Self-Service BI
  • What SharePoint Does for BI
  • The BI Stack: SQL Server+SharePoint+Office
  • Examples of BI in SharePoint 2013
  • Creating a Report by Using an Odata Feed from a SharePoint List
Lesson 2: Planning for BI Adoption
  • Business User Communities
  • The Progression of BI
  • Tool Selection
  • An Action Plan for Adoption
Lesson 3: The Lifecycle of a BI Implementation
  • SQL Server 2012 Features
  • The Lifecycle of a BI Implementation
Lesson 4: Using Power Pivot in Excel 2013
  • The Data Model
  • Power Pivot 2013
  • Calculations with DAX
  • Importing Data from Windows Azure Marketplace
  • Paving the Ground
Lesson 5: Using Power View in Excel 2013
  • Introducing Power View
  • What’s New in Power View
  • Using Power View
  • Creating Visualizations
  • Filtering Data
  • Saving a Power View Workbook
Lesson 6: Business Intelligence with Excel Services 2013
  • A Brief History of Excel Services
  • When to Use Excel Services
  • The Data Model in Excel Services
  • Configuring the Server
  • Opening an Excel Workbook in the Browser
  • Extending Excel Services
Lesson 7: Using Power Pivot for SharePoint 2013
  • A Brief History
  • When Do I Use Power Pivot for SharePoint
  • Getting Started
  • Publishing to SharePoint
  • Scheduling Data Refreshes
  • Workbooks as a Data Source
  • Monitoring with Power Pivot for SharePoint
Lesson 8: Using PerformancePoint Services
  • A Brief History of PerformancePoint Services
  • An Overview of PerformancePoint Services components
  • What’s New in PerformancePoint Services 2013
  • The PerformancePoint Services Architecture
  • PerformancePoint Services Configuration
  • Providing a Performance Solution
Lesson 9: Using Visio and Visio Services
  • Background
  • What’s New in Visio 2013
  • Six Reasons to Include Visio 2013 in Your BI Suite
  • When Do I Use Visio and Visio Services
  • Incorporating Visio into a BI Solution
  • Visio Services: Example 1
  • Visio Services: Example 2
Lesson 10: Bringing it All Together
  • Dashboards
  • Tools in SharePoint for Authoring Dashboards
  • Which Dashboard Tool Should I Use
  • Dashboard (Web Part) Pages in SharePoint
  • Using Excel Services in the Dashboard (Web Part page)
  • Preparing the Workbook for the Dashboard
  • Adding to the Dashboard (Web Part page)