SharePoint 2010 Business Intelligence

This SharePoint 2010 Business Intelligence instructor-led training provides students with the necessary knowledge to work with all the associated SharePoint 2010 Business Intelligence services including PerformancePoint Service, Excel Services, Business Connectivity Services, Visio Services and the Business Intelligence Center.

The focus of this course is on the SharePoint business intelligence platform and not on the SQL business intelligence services. The course uses SQL 2012. However, as far as possible the course design is agnostic towards the version of SQL used from SQL 2008 forward with the exception of certain features which are clearly pointed out in the courseware.

The course is intended for Power Users, Business Intelligence Developers and IT Professionals that will be involved with the design, development and maintenance of SharePoint 2010 Business Intelligence solutions.


Public Classes: Delivered live online via WebEx and guaranteed to run . Join from anywhere!

Private Classes: Delivered at your offices , or any other location of your choice.

  1. Learn to work with the SharePoint 2010 Business Intelligence Center.
  2. Learn to use PerformancePoint Services.
  3. Learn to use Business Connectivity Services.
  4. Learn to use Excel Services.
  5. Learn to use Visio Services.
  6. Learn to use PowerPivot.
  7. Learn to develop mashups.
  8. Learn to develop interactive diagrams.
  9. Learn to use Report Builder 3.0.
  10. Learn to explain the Microsoft business intelligence stack.
  11. Learn to develop dashboards.
  12. Understand security.
  13. Understand authentication.
  1. Course Overview
    1. Introduction
    2. Course Materials
    3. Facilities
    4. Prerequisites
    5. What We'll Be Discussing
  2. The Business Intelligence Stack
    1. Business Intelligence in Three Ways
    2. SQL 2012 Business Intelligence
    3. SharePoint 2010 Business Intelligence
    4. PowerPivot
    5. Lab: The Business Intelligence Stack
      1. SQL 2012 Multidimensional Model Basics
      2. SQL 2012 Tabular Model Basics
  3. SharePoint 2010 Business Intelligence Center
    1. SharePoint Central Administration
    2. The Business Intelligence Center
    3. Permissions and Roles
    4. Document Libraries and Lists Included
    5. Lab: SharePoint 2010 Business Intelligence Center
      1. SharePoint Central Administration
      2. SharePoint Business Intelligence Center (Optional)
  4. SharePoint 2010 Excel Services
    1. Core Components
    2. Excel Web Access (EWA)
    3. What Excel Web Access is Not
    4. Differences in the Browser vs. Desktop
    5. SharePoint Libraries to Store Workbooks
    6. The Save and Share Process
    7. Excel Web Part
    8. Best Practices
    9. Lab: SharePoint 2010 Excel Services
      1. Creating a Library to Hold Excel Workbooks
      2. Save and Share an Excel Workbooks to a SharePoint Document Library
      3. Add an Excel Web Part to a Webpage
  5. SharePoint 2010 PerformancePoint Services
    1. Overview of PerformancePoint Services
    2. Dashboard Designer
    3. Data Sources
    4. Indicators
    5. KPIs
    6. Visual Reports
    7. Filters
    8. Scorecards
    9. Dashboards
    10. Lab: SharePoint 2010 PerformancePoint Services
      1. PerformancePoint Services Dashboard Designer Introduction and Data Source Configuration
      2. Standard or Blank KPI Demonstration
      3. Leaf KPI Demonstration
      4. Objective KPI Demonstration
      5. Visual Reports
      6. PerformancePoint Filters
      7. PerformancePoint Cascading Filters
      8. PerformancePoint Time Intelligence Filters
      9. Scorecard Settings
      10. Scorecard Filtered in Wizard
      11. PerformancePoint Dashboards
  6. SharePoint 2010 Visio Services
    1. Visio Graphics Service
    2. Visio Drawings in the Browser
    3. Visio Graphics Web Access Part
    4. Visio Drawings with Data Connections
    5. Lab: SharePoint 2010 Visio Services
      1. Visio Drawing in the Browser
      2. Visio Services Data Connected Drawing
      3. PerformancePoint Dashboard Strategy Maps
  7. PowerPivot
    1. PowerPivot and Excel
    2. PowerPivot and SharePoint
    3. Enterprise Business Intelligence and PowerPivot
    4. Importing Data
    5. Enriching Data
    6. SharePoint Sharing
    7. Lab: PowerPivot
      1. Import Data from SQL
      2. Review and Edit the Imported Relationships
      3. Hide Unused Columns
      4. Create a PivotTable
  8. SharePoint 2010 Business Connectivity Services
    1. What is Business Connectivity Services?
    2. BCS Terminology
    3. BCS Security
    4. Using SharePoint Designer with BCS
    5. Surfacing the BCS Data
    6. Lab: SharePoint 2010 Business Connectivity Services
      1. Setting Permissions on the BDC Store
      2. Exploring Content Types in SharePoint
      3. Add a Document Library Tied to Content Types
      4. Creating an External Content Type
      5. Creating an External List
      6. Configuring the Business Connectivity Services for a Host URL & Setting up a Profile Page
      7. Add a Custom Action to a List
  9. Dashboards
    1. Three Types of Dashboards
    2. Successful Dashboards
    3. Tables or Graphs
    4. Types of Graphs
    5. Choosing a Chart Type
    6. Key Performance Indicators
    7. Pitfalls In Dashboard Design
    8. Microsoft Report Builder 3.0
    9. Plan Your Reports
    10. Datasets
    11. SharePoint Designer
    12. SharePoint Web Parts
    13. Lab: Dashboards
      1. Explore the Report Builder 3.0 Interface (Optional)
      2. Create an Embedded Data Source into SQL 2012 Engine (Optional)
      3. Create an Embedded Data Source into SQL 2012 Analysis Services (Optional)
      4. Create a Shared Data Source Using the Report Manager (Optional)
      5. Create a Shared Dataset Using the Shared Data Source (Optional)
      6. Three Methods for Connecting Dashboard Web Parts
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Microsoft Business Intelligence class:

  • An understanding of the benefits of business intelligence.

Training for your Team

Length: 4 Days
  • Private Class for your Team
  • Online or On-location
  • Customizable
  • Expert Instructors

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