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50429A - SharePoint 2010 Business
 Intelligence




 Length:             5 Days                         About this Course
 Published:          July 01, 2010                  This 5-day instructor-led course explores how to use SharePoint
 Audience(s):        Information                    as your platform for Business Intelligence. Journey through the
                     Workers,Developers             SharePoint Business Intelligence Center, Excel Services,
 Level:              300                            Reporting Services, Analysis Service, Performance Point and
                                                    PowerPivot to implement your BI Strategies and enable your
 Technology:         Microsoft SharePoint           decision makers to see data in new and dynamic ways! This
                     Server 2010                    course will take you down a path of building a BI environment
 Delivery Method:    Instructor-led (classroom)     from scratch to full interactive dashboards using the Microsoft BI
                                                    Stack.

   Audience Profile
   Sr Business Intelligence Architects and Consultants, Sr Business Analysts, anyone responsible for
   implementing BI with SharePoint.

   At Course Completion
       • Explore the new Business Intelligence Center, Analysis Services, Excel Services, Business
          Connectivity Services, Visio Services, Access Services, Power Pivot, Performance Point and
          Bing Maps.

   Before attending this course, students must have:
      • Understanding of SharePoint 2010 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
        • 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 2010.
   Lessons
        • Business Intelligence Center
   Lab : Business Intelligence Center
        • Explore SharePoint Business Intelligence Center
                                           RiverHead Training Inc.
425 Sixth Avenue, Suite 1500    Regional Enterprise Tower       Pittsburgh            Pennsylvania 15219
www.riverheadtraining.com       Phone: 412-391-7473       Fax: 412-391-7484          Email: education@riverhd.com
50429A - SharePoint 2010 Business
 Intelligence




        • Explore Dashboard Designer
   After completing this module, students will be able to:
        • 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 4: Data Mart and Data Warehouses
   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 and Data Warehouses
   Lab : Data and Data Formats
        • Explore Data Formats
   Lab : Build A Data Warehouse
        • Create a Simple Data Warehouse
   Lab : Extract and Load
        • Explore the Extract stage
   Lab : Transform and Load
        • Explore Transform and 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 : SQL Server to SharePoint Lists
        • Populate a SharePoint List with SQL Server data
   After completing this module, students will be able to:
        • Differentiate between multiple data formats
        • Understand differences between data warehouse and data marts
        • Be able to describe what happens in an Extract, Transform and Load (ETL) process
   Module 5: Business Connectivity Services
   In this module we are going to take a look at the new Business Connectivity Services.
   Lessons
        • Business Connectivity Services
   Lab : BCS Basics
        • Explore External Content Types
        • Create a new External Content Type
        • Create an External List
   Lab : BCS With Data Warehouse
        • Create an Large External List using ECTs
        • Using Filters and External lists
        • Creating and Configuring Entity Profile Pages
   Lab : Office and BCS for BI
        • Explore Office and BCS Integration
   After completing this module, students will be able to:
        • Understand how BCS works

                                          RiverHead Training Inc.
425 Sixth Avenue, Suite 1500   Regional Enterprise Tower       Pittsburgh       Pennsylvania 15219
www.riverheadtraining.com      Phone: 412-391-7473       Fax: 412-391-7484     Email: education@riverhd.com
50429A - SharePoint 2010 Business
 Intelligence




        • How to build new BCS applications
        • How to Upgrade your older BDC applications
   Module 6: Analysis Services
   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!
   Lessons
        • Analysis Services
   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
   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
   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
   Lab : UserProfiles and Filters
        • Integrate User Profiles with Filters and Reports
   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 Services
   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
   Lab : MDX
        • Explore Excel 2010 MDX features
        • Create a Slicer
        • Create an MDX Set

                                          RiverHead Training Inc.
425 Sixth Avenue, Suite 1500   Regional Enterprise Tower       Pittsburgh       Pennsylvania 15219
www.riverheadtraining.com      Phone: 412-391-7473       Fax: 412-391-7484     Email: education@riverhd.com
50429A - SharePoint 2010 Business
 Intelligence




   Lab : Sparklines
        • Use Excel 2010 Sparklines
   Lab : Filters and Excel Services
        • Explore Filter Web Parts and Excel Services
   Lab : REST and Web Services
        • Explore REST features of Excel ServicesExplore the Excel Services Web Service
   After completing this module, students will be able to:
        • 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 9: PowerPivot
   In this module we explore the new PowerPivot tools of SQL Server 2008 R2 and Excel 2010.
   Lessons
        • PowerPivot For SharePoint
        • PowerPivot For Excel
   Lab : Install Power Pivot
        • Install PowerPivot for Excel
        • Install PowerPivot for SharePoint 2010
        • Configure PowerPivot for SharePoint
   Lab : Use PowerPivot
        • Explore PowerPivot Functions
        • Use Basic PowerPivot
        • Use PowerPivot with Large DataSets
        • Create PowerPivot Linked Tables
        • Publish to SharePoint
        • Automating Data Refresh
        • Analyzing Usage Data
   After completing this module, students will be able to:
        • Create PowerPivot enabled spreadsheets
        • Utilize common PowerPivot functions and tools
   Module 10: Reporting Services
   In this module we will explore Reporting Services, its integration with SharePoint and how to build
   Reporting Services reports.
   Lessons
        • Reporting Services
        • Reports
   Lab : Install Reporting Services
        • Configure Reporting Services
        • Create a Reporting Services Report
        • Configure Reporting Services Web Part
   Lab : Building Reports with Reporting Services
        • Create Advanced Reporting Services report
        • Filter Web Parts and Reports
   Lab : Automating Reports with Reporting Services
        • Create Report Part Gallery
        • Create a Report Library
        • Create Report Parts
                                            RiverHead Training Inc.
425 Sixth Avenue, Suite 1500    Regional Enterprise Tower       Pittsburgh         Pennsylvania 15219
www.riverheadtraining.com       Phone: 412-391-7473       Fax: 412-391-7484       Email: education@riverhd.com
50429A - SharePoint 2010 Business
 Intelligence




        • Create a Report using Report Parts
        • Automated Report Delivery
   Lab : Reporting Services and PowerPivot
        • Setup Reporting Services RSS Feed
        • Create and Use Data Feed Library
        • Utilize Reporting Services data in PowerPivot
        • Utilize PowerPivot data in Reporting Services
   After completing this module, students will be able to:
        • 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 11: Performance Point
   In this module we will explore Performance Point and how it supercharges your BI Dashboards and Key
   Performance Indicators.
   Lessons
        • Performance Point
   Lab : Performance Point
        • Explore Performance Service Application
        • Explore the Dashboard Designer
        • Create A Scorecard
        • Create A PP KPI
        • Explore Time Intelligence
        • Create Performance Point Reports
        • Create Filters
        • Create A Dashboard
   After completing this module, students will be able to:
        • Describe features of Performance Point
        • Create Performance Point Scorecards and KPIs
        • Use Time Intelligence features in your BI solutions
   Module 12: Visio and Access Services
   In this module we will explore Visio and Access Services and how to integrate it into your Report process.
   Lessons
        • Visio Services
        • Access Services
   Lab : Visio Services
        • Use Visio Services
        • Publish a Visio to SharePoint
        • Tie report process to Visio
   Lab : Access Services
        • Explore Access Services
        • Publish Access Database To SharePoint
   After completing this module, students will be able to:
        • Create and deploy interactive Visio diagrams to SharePoint
        • Create and deploy Access databases to SharePoint
   Module 13: GeoSpatial Data with Charts and Maps
   In this module we will explore GeoSpatial data and how to use the new .NET Charts and Mapping
   features of SharePoint 2010.
                                           RiverHead Training Inc.
425 Sixth Avenue, Suite 1500   Regional Enterprise Tower       Pittsburgh          Pennsylvania 15219
www.riverheadtraining.com      Phone: 412-391-7473       Fax: 412-391-7484        Email: education@riverhd.com
50429A - SharePoint 2010 Business
 Intelligence




   Lessons
       • Charts and Maps
       • GeoSpatial Data
   Lab : GeoSpatial Data with SQL Server
       • Populate a SQL Server Database using Shape2SQL
       • Utilize the new Spatial Data Types in SQL Server
       • Create a Reporting Services Report using Geospatial Data
       • Publish Geospatial Data to SharePoint 2010
   Lab : Bing Maps
       • Utilize Bing Maps API
       • Create a Simple Map With Content Editor Web Part
       • Create an Advanced Map with Data Views
       • Explore Filters, Data Views and Bing Maps integration
       • Integrate Geospatial Customer data into SharePoint Sites
   Lab : NET Charts
       • Utilize NET Charts
   After completing this module, students will be able to:
       • Understand how .NET Charts are used in SharePoint 2010
       • How to build geospatial maps using BI data




                                         RiverHead Training Inc.
425 Sixth Avenue, Suite 1500   Regional Enterprise Tower       Pittsburgh     Pennsylvania 15219
www.riverheadtraining.com      Phone: 412-391-7473       Fax: 412-391-7484   Email: education@riverhd.com

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50429 a sharepoint 2010 business intelligence

  • 1. 50429A - SharePoint 2010 Business Intelligence Length: 5 Days About this Course Published: July 01, 2010 This 5-day instructor-led course explores how to use SharePoint Audience(s): Information as your platform for Business Intelligence. Journey through the Workers,Developers SharePoint Business Intelligence Center, Excel Services, Level: 300 Reporting Services, Analysis Service, Performance Point and PowerPivot to implement your BI Strategies and enable your Technology: Microsoft SharePoint decision makers to see data in new and dynamic ways! This Server 2010 course will take you down a path of building a BI environment Delivery Method: Instructor-led (classroom) from scratch to full interactive dashboards using the Microsoft BI Stack. Audience Profile Sr Business Intelligence Architects and Consultants, Sr Business Analysts, anyone responsible for implementing BI with SharePoint. At Course Completion • Explore the new Business Intelligence Center, Analysis Services, Excel Services, Business Connectivity Services, Visio Services, Access Services, Power Pivot, Performance Point and Bing Maps. Before attending this course, students must have: • Understanding of SharePoint 2010 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 • 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 2010. Lessons • Business Intelligence Center Lab : Business Intelligence Center • Explore SharePoint Business Intelligence Center RiverHead Training Inc. 425 Sixth Avenue, Suite 1500 Regional Enterprise Tower Pittsburgh Pennsylvania 15219 www.riverheadtraining.com Phone: 412-391-7473 Fax: 412-391-7484 Email: education@riverhd.com
  • 2. 50429A - SharePoint 2010 Business Intelligence • Explore Dashboard Designer After completing this module, students will be able to: • 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 4: Data Mart and Data Warehouses 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 and Data Warehouses Lab : Data and Data Formats • Explore Data Formats Lab : Build A Data Warehouse • Create a Simple Data Warehouse Lab : Extract and Load • Explore the Extract stage Lab : Transform and Load • Explore Transform and 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 : SQL Server to SharePoint Lists • Populate a SharePoint List with SQL Server data After completing this module, students will be able to: • Differentiate between multiple data formats • Understand differences between data warehouse and data marts • Be able to describe what happens in an Extract, Transform and Load (ETL) process Module 5: Business Connectivity Services In this module we are going to take a look at the new Business Connectivity Services. Lessons • Business Connectivity Services Lab : BCS Basics • Explore External Content Types • Create a new External Content Type • Create an External List Lab : BCS With Data Warehouse • Create an Large External List using ECTs • Using Filters and External lists • Creating and Configuring Entity Profile Pages Lab : Office and BCS for BI • Explore Office and BCS Integration After completing this module, students will be able to: • Understand how BCS works RiverHead Training Inc. 425 Sixth Avenue, Suite 1500 Regional Enterprise Tower Pittsburgh Pennsylvania 15219 www.riverheadtraining.com Phone: 412-391-7473 Fax: 412-391-7484 Email: education@riverhd.com
  • 3. 50429A - SharePoint 2010 Business Intelligence • How to build new BCS applications • How to Upgrade your older BDC applications Module 6: Analysis Services 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! Lessons • Analysis Services 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 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 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 Lab : UserProfiles and Filters • Integrate User Profiles with Filters and Reports 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 Services 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 Lab : MDX • Explore Excel 2010 MDX features • Create a Slicer • Create an MDX Set RiverHead Training Inc. 425 Sixth Avenue, Suite 1500 Regional Enterprise Tower Pittsburgh Pennsylvania 15219 www.riverheadtraining.com Phone: 412-391-7473 Fax: 412-391-7484 Email: education@riverhd.com
  • 4. 50429A - SharePoint 2010 Business Intelligence Lab : Sparklines • Use Excel 2010 Sparklines Lab : Filters and Excel Services • Explore Filter Web Parts and Excel Services Lab : REST and Web Services • Explore REST features of Excel ServicesExplore the Excel Services Web Service After completing this module, students will be able to: • 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 9: PowerPivot In this module we explore the new PowerPivot tools of SQL Server 2008 R2 and Excel 2010. Lessons • PowerPivot For SharePoint • PowerPivot For Excel Lab : Install Power Pivot • Install PowerPivot for Excel • Install PowerPivot for SharePoint 2010 • Configure PowerPivot for SharePoint Lab : Use PowerPivot • Explore PowerPivot Functions • Use Basic PowerPivot • Use PowerPivot with Large DataSets • Create PowerPivot Linked Tables • Publish to SharePoint • Automating Data Refresh • Analyzing Usage Data After completing this module, students will be able to: • Create PowerPivot enabled spreadsheets • Utilize common PowerPivot functions and tools Module 10: Reporting Services In this module we will explore Reporting Services, its integration with SharePoint and how to build Reporting Services reports. Lessons • Reporting Services • Reports Lab : Install Reporting Services • Configure Reporting Services • Create a Reporting Services Report • Configure Reporting Services Web Part Lab : Building Reports with Reporting Services • Create Advanced Reporting Services report • Filter Web Parts and Reports Lab : Automating Reports with Reporting Services • Create Report Part Gallery • Create a Report Library • Create Report Parts RiverHead Training Inc. 425 Sixth Avenue, Suite 1500 Regional Enterprise Tower Pittsburgh Pennsylvania 15219 www.riverheadtraining.com Phone: 412-391-7473 Fax: 412-391-7484 Email: education@riverhd.com
  • 5. 50429A - SharePoint 2010 Business Intelligence • Create a Report using Report Parts • Automated Report Delivery Lab : Reporting Services and PowerPivot • Setup Reporting Services RSS Feed • Create and Use Data Feed Library • Utilize Reporting Services data in PowerPivot • Utilize PowerPivot data in Reporting Services After completing this module, students will be able to: • 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 11: Performance Point In this module we will explore Performance Point and how it supercharges your BI Dashboards and Key Performance Indicators. Lessons • Performance Point Lab : Performance Point • Explore Performance Service Application • Explore the Dashboard Designer • Create A Scorecard • Create A PP KPI • Explore Time Intelligence • Create Performance Point Reports • Create Filters • Create A Dashboard After completing this module, students will be able to: • Describe features of Performance Point • Create Performance Point Scorecards and KPIs • Use Time Intelligence features in your BI solutions Module 12: Visio and Access Services In this module we will explore Visio and Access Services and how to integrate it into your Report process. Lessons • Visio Services • Access Services Lab : Visio Services • Use Visio Services • Publish a Visio to SharePoint • Tie report process to Visio Lab : Access Services • Explore Access Services • Publish Access Database To SharePoint After completing this module, students will be able to: • Create and deploy interactive Visio diagrams to SharePoint • Create and deploy Access databases to SharePoint Module 13: GeoSpatial Data with Charts and Maps In this module we will explore GeoSpatial data and how to use the new .NET Charts and Mapping features of SharePoint 2010. RiverHead Training Inc. 425 Sixth Avenue, Suite 1500 Regional Enterprise Tower Pittsburgh Pennsylvania 15219 www.riverheadtraining.com Phone: 412-391-7473 Fax: 412-391-7484 Email: education@riverhd.com
  • 6. 50429A - SharePoint 2010 Business Intelligence Lessons • Charts and Maps • GeoSpatial Data Lab : GeoSpatial Data with SQL Server • Populate a SQL Server Database using Shape2SQL • Utilize the new Spatial Data Types in SQL Server • Create a Reporting Services Report using Geospatial Data • Publish Geospatial Data to SharePoint 2010 Lab : Bing Maps • Utilize Bing Maps API • Create a Simple Map With Content Editor Web Part • Create an Advanced Map with Data Views • Explore Filters, Data Views and Bing Maps integration • Integrate Geospatial Customer data into SharePoint Sites Lab : NET Charts • Utilize NET Charts After completing this module, students will be able to: • Understand how .NET Charts are used in SharePoint 2010 • How to build geospatial maps using BI data RiverHead Training Inc. 425 Sixth Avenue, Suite 1500 Regional Enterprise Tower Pittsburgh Pennsylvania 15219 www.riverheadtraining.com Phone: 412-391-7473 Fax: 412-391-7484 Email: education@riverhd.com