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Creating Dashboards with SharePoint

COURSE TYPE

Practitioner

Course Number

1536

Duration

4 Days

Enroll

About This Course: Business Intelligence is the process of exposing enterprise data that enables management to make informed business decisions. In this course, you will gain the necessary training to build reporting dashboards in SharePoint Server, allowing your organization to implement and visualize enterprise data.

You Will Learn How To

  • Design and build dashboards in SharePoint Server
  • Build Business Intelligence content with Dashboard Designer
  • Integrate Excel worksheets and chart data
  • Develop KPIs with PerformancePoint Services
  • Present business insight from a variety of reports and data sources
  • Connect Web Parts to display and filter data for analysis

Important Course Information

Requirements:

  • Basic understanding of SharePoint at the level of:
    • Course 1531, SharePoint 2013 Technologies Introduction, or
    • Course 1501, SharePoint 2010 Technologies Introduction
  • Background knowledge of Excel, report development, or data analysis

Software:

  • Concepts covered in this course are applicable in Office365

Course Outline

  • Creating Dashboards in SharePoint
  • Defining dashboards
  • Delivering dashboards with SharePoint
  • Customizing SharePoint web pages
  • Architecting Wiki and Web Part pages
  • Publishing Excel in Dashboards

Leveraging Excel Access Web Parts

  • Displaying Excel in SharePoint pages
  • Connecting Excel Web Parts
  • Tailoring Excel Access Web Parts

Incorporating Excel Services

  • Evaluating Excel Services publishing options
  • Detecting parameters in Excel Services
  • Assembling Power Pivot in Excel
  • Deploying Business Reports

Exposing SQL Server Reporting Services

  • Assessing capabilities of SQL Server Reporting Services
  • Allocating a Reports Library
  • Adding SQL Server Reports to web pages

Utilizing third–party Web Parts

  • Enhancing dashboards with Web Parts
  • Integrating third–party Web Parts with List Data
  • Implementing SharePoint Apps

Consuming SharePoint Lists as a data source

  • Uncovering SharePoint Lists as dashboard items
  • Enabling functionality of Lists with Views
  • Enhancing SharePoint Lists with metadata

Charting SharePoint Lists

  • Investigating charting options
  • Connecting Lists to charting Web Parts
  • Exhibiting SharePoint Lists on web pages
  • Working with the Business Intelligence Center

Adopting Self–Service BI

  • Getting started using a BI Center
  • Identifying components of a BI Center site template
  • Benefiting from PerformancePoint functionalities
  • Configuring data connections

Planning for a successful dashboard

  • Gathering user information needs
  • Locating data sources
  • Sketching a mock–up

Authoring feature–rich content

  • Analyzing data structures for accuracy in reporting
  • Selecting Facts and Dimensions for business reporting
  • Consuming a Tabular Model and Analysis Services Cube
  • Engineering content for visualization

Exploiting PerformancePoint Dashboard Designer

  • Producing reports, charts, graphs and filters
  • Formulating KPIs and indicators
  • Developing reports and scorecards to measure performance
  • Slicing and dicing with Power Pivot
  • Providing decomposition tree functionality

Building the dashboard in SharePoint

  • Combining reporting objects on a web page
  • Applying filters to reports and graphs
  • Extending KPIs with trend indicators
  • Targeting access to various audiences
  • Enhancing Dashboards with SharePoint Web Parts

Drilling–down for root–cause analysis

  • Taking advantage of Out–of–the–Box Web Parts
  • Filtering Web Parts
  • Surfacing information with Query Web Parts
  • Displaying videos with Media Web Parts

Evaluating Web Part sources

  • Detecting third–party providers
  • Appraising the need for custom building
  • Launching a Dashboard Portal

Designing intuitive navigation

  • Uncovering the need for navigation
  • Selecting SharePoint options for web page transitions

Building portal pages

  • Implementing Promoted Links App
  • Exploiting Links App
  • Leveraging Wiki page editing
  • Modifying Current and Global Navigation
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Course Schedule

Attend this live, instructor-led course In-Class or Online via AnyWare.

Hassle-Free Enrollment: No advance payment required.
Tuition due 30 days after your course.

Dec 6 - 9 Alexandria, VA/AnyWare Enroll Now

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Live, Online via AnyWare
In-Class

Dec 19 - 22 New York/AnyWare Enroll Now

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In-Class

Mar 14 - 17 Toronto/AnyWare Enroll Now

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Mar 21 - 24 Alexandria, VA/AnyWare Enroll Now

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Apr 11 - 14 New York/AnyWare Enroll Now

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In-Class

Apr 18 - 21 Rockville, MD/AnyWare Enroll Now

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May 9 - 12 AnyWare Enroll Now

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Jul 11 - 14 Alexandria, VA/AnyWare Enroll Now

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Aug 15 - 18 New York/AnyWare Enroll Now

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In-Class

Sep 5 - 8 Toronto/AnyWare Enroll Now

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In-Class

Sep 12 - 15 AnyWare Enroll Now

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Oct 17 - 20 Rockville, MD/AnyWare Enroll Now

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In-Class

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Bring this Course to Your Organization and Train Your Entire Team
For more information, call 1-888-843-8733 or click here

Tuition

Standard

$2990

Government

$2659

Course Tuition Includes:

After-Course Instructor Coaching
When you return to work, you are entitled to schedule a free coaching session with your instructor for help and guidance as you apply your new skills.

After-Course Computing Sandbox
You'll be given remote access to a preconfigured virtual machine for you to redo your hands-on exercises, develop/test new code, and experiment with the same software used in your course.

Free Course Exam
You can take your course exam on the last day of your course and receive a Certificate of Achievement with the designation "Awarded with Distinction."

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Questions

Call 1-888-843-8733 or click here »

An experienced training advisor will happily answer any questions you may have and alert you to any tuition savings to
which you or your organization may be entitled.

Training Hours

Standard Course Hours: 9:00 am – 4:30 pm
*Informal discussion with instructor about your projects or areas of special interest: 4:30 pm – 5:30 pm


FREE Online Course Exam (if applicable) – Last Day: 3:30 pm – 4:30 pm
By successfully completing your FREE online course exam, you will:

  • Have a record of your growth and learning results.
  • Bring proof of your progress back to your organization
  • Earn credits toward industry certifications (if applicable)
  • Make progress toward one or more Learning Tree Specialist & Expert Certifications (if applicable)

Enhance Your Credentials with Professional Certification

Learning Tree's comprehensive training and exam preparation guarantees that you will gain the knowledge and confidence to achieve professional certification and advance your career.

Earn 17 Credits from NASBA

This course qualifies for 17 CPE credits from the National Association of State Boards of Accountancy CPE program. Read more ...

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