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Creating Dashboards with SharePoint



Course Number



4 Days

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Business Intelligence (BI) is the process of exposing enterprise data that enables management to make informed business decisions. In this training course, you gain the knowledge and skills to leverage built-in SharePoint BI capabilities, and build reporting dashboards in SharePoint Server — allowing your organization to implement and visualize enterprise data.

You Will Learn How To

  • Present business insight from a variety of reports and data sources
  • Integrate Excel worksheets and chart data
  • Develop KPIs with PerformancePoint Services
  • Connect Web Parts to display and filter data for analysis

Important Course Information


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


  • 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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Convenient Ways to Attend This Instructor-Led Course

Hassle-Free Enrollment: No advance payment required to reserve your seat.
Tuition due 30 days after you attend your course.

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Private Team Training

In the Classroom — OR — Live, Online

Tuition — Standard: $2990   Government: $2659

Jan 9 - 12 (4 Days)
9:00 AM - 4:30 PM EST
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Feb 6 - 9 (4 Days)
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Feb 20 - 23 (4 Days)
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Apr 17 - 20 (4 Days)
9:00 AM - 4:30 PM EDT
Rockville, MD / Online (AnyWare) Rockville, MD / Online (AnyWare) Reserve Your Seat

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Jun 26 - 29 (4 Days)
9:00 AM - 4:30 PM EDT
Alexandria, VA / Online (AnyWare) Alexandria, VA / Online (AnyWare) Reserve Your Seat

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Jul 24 - 27 (4 Days)
9:00 AM - 4:30 PM EDT
Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

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Aug 21 - 24 (4 Days)
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Private Team Training

Enrolling at least 3 people in this course? Consider bringing this (or any course that can be custom designed) to your preferred location as a private team training.

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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 Learning Tree course exam on the last day of your course or online at any time after class and receive a Certificate of Achievement with the designation "Awarded with Distinction."


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)

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 ...

The instructor was extremely helpful, a great communicator and very seasoned in her topic.

- L. Wondimu, IT Specialist

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