SharePoint 2010 for Business Intelligence

Create a productive and successful knowledge management system and BI platform. In this 3-day course, you will identify and examine the key data management and reporting tools in your Microsoft suite. So you can improve document management, security, external data integration and information dissemination—in a systematic and well-organized environment.

First, explore the key BI tools that deliver the best functionality when integrated within a SharePoint Business Intelligence platform. Then, engage the tools you already have in your environment and fine-tune a solid business intelligence and knowledge management platform, step-by-step.

This interactive course is loaded with hands-on labs that show you these tools in action—how they integrate and work in your environment. Through expert direction, you will accurately determine resource requirements, both technical and managerial. Plus, leave with a plan of action and the ability to follow through.

Also Available as:

• Live Online
• Onsite

How You Will Benefit

• Understand SharePoint Business Intelligence features and Data Connection Libraries
• Deploy SharePoint BI applications to solve your specific issues
• Become familiar with SharePoint's Excel services, its pluses and minuses
• Publish Excel Workbook data to users through Excel web services
• Get to know the SharePoint BI center template
• Incorporate key elements of the PerformancePoint server
• Understand business connectivity services and how to access external line-of-business applications
• Use external business data from within SharePoint lists
• Create digital dashboards for executive summaries
• Understand OLAP and its relationship and capabilities within SharePoint
• Work with the SQL server BI development studio and reporting services
• Configure and optimize search to locate information easily

What You Will Cover

• Discovering the best BI tools for your purposes and how to harness the power of SharePoint
• Building a virtualized SharePoint environment for development and lab work
• Creating a business intelligence center
• Configuring Excel services and defining best practices
• Exploring Visio services and the Visio process repository site template
• Discovering how to get around in SharePoint Designer 2010
• Understanding PerformancePoint services and the BI components
• Becoming familiar with workflows, workflow templates and workflow designer
• Defining business connectivity services
• Working with InfoPath, Form Services and Access database services

Extended Seminar Outline

Print this page Extended Seminar Outline Seminar #76008

SharePoint BI Training Course Outline - The Best of BI Tools Partnered with the Power of SharePoint

I. What is Business Intelligence

A. SharePoint 2010 and Business Intelligence

• The Secure Store Service
• Visio Services
• Reporting Services and Report Builder
• PerformancePoint Services
• Excel Services and Power Pivot
• Business Connectivity Services

B. What This Course Does NOT Cover

C. Section Summary

II. Hands-On Exercise

A. Building a Virtualized SharePoint Environment for Development and Lab Work

III. The Business Intelligence Center

A. Planning for Business Intelligence

• Server Prerequisites and Licensing
• Selecting Your Business Intelligence Tools

B. Creating a Business Intelligence Center

• Creating a New Business Intelligence Center Site Collection
• Reviewing the Business Center Subsite
• Creating a Business Intelligence Center Subsite
• Section Summary

IV. Hands-On Exercise

A. Creating a Business Intelligence Center

V. Excel Services

A. What are Excel Services

B. Configuring Excel Services

• Global Setting
• Security
• Load Balancing
• Session Management
• Memory Utilization
• Workbook Cache
• External Data
• Trusted File Locations
• Location
• Workbook Properties
• Calculation Behavior
• External Data
• Trusted Data Providers
• Trusted Data Connection Libraries
• User-Defined Functions

C. Excel Services Best Practices

D. Section Summary

VI. Hands-On Exercise

A. Working with Excel Services

VII. Visio Services

A. What are Visio Services

• Configuring Visio Services
• Global Settings
• Maximum Web Drawing
• Minimum Cache Age
• Maximum Cache Age
• Maximum Recalc Duration
• External Data
• Trusted Data Providers

B. The Visio Process Repository Site Template

C. Section Summary

VIII. Introduction to SharePoint Designer 2010

A. Introducing Microsoft SharePoint Designer 2010

B. Why SharePoint Designer 2010

C. Who Should Use SharePoint Designer

D. Requirements for SharePoint Designer

E. Getting Around in SharePoint Designer 2010

• The New User Interface - An Overview
• Navigation Panel
• Gallery and Summary Pages
• The Ribbon
• SharePoint Designer Navigation
• Current User Controls
• Ghosting and Unghosting

F. Section Summary

IX. Hands-On Exercise

A. Explore SharePoint Designer

X. PerformancePoint Services

A. What is PerformancePoint

B. PerformancePoint Components

• SharePoint Lists and Libraries
• PerformancePoint Service Databases
• SQL Server Analysis Services Cubes
• Other Reporting Data Sources

C. Business Intelligence Components

• Dashboards
• Key Performance Indicators
• Data Sources
• Filters
• Scorecards
• Reports

D. Section Summary

XI. Hands-On Exercise

A. Working with PerformancePoint Services

XII. SharePoint Workflows

A. Understanding SharePoint Workflows

• What is a Workflow
• Types of Workflow Solutions

B. Workflow Templates

• SharePoint Server 2010 Templates

C. The Workflow Creation Process

• Naming and Creating Workflows
• Creating and Assigning a Task List
• Viewing History and Tracking Process

D. Events, Actions, Conditions and Steps

• Events
• Actions
• Conditions
• Steps
• Workflow Forms
• Workflow History
• Workflow Status

E. Using Workflow Designer

• Initial Considerations
• Creating a Workflow
• Workflow Variables

F. Section Summary

XIII. Hands-On Exercise

A. SharePoint Workflows

XIV. Business Connectivity Services

A. What are Business Connectivity Services

XV. Hands-On Exercises

A. Business Connectivity Services

XVI. InfoPath and Form Services

A. Working With InfoPath and Form Services

• What is InfoPath

B. Creating and Customizing an InfoPath Form

• Page Design and Layout
• Inserting Tables
• Form Controls
• Text Box
• Rich-Text Box
• Section List Boxes
• Date Picker
• Check Box
• Option Buttons
• Button
• Sections
• Other Controls
• Data Sources
• Views
• Design Checker
• Designing a New Form
• Publishing a Form Template to a Library

C. Section Summary

XVII. Hands-On Exercises

A. Implementing InfoPath and Form Services

XVIII. Access Database Services

A. Understanding Access Services

• What is Access
• Introducing Access Services
• Publishing to Access Services

B. Section Summary

XIX. Hands-On Exercise

A. Access Database Services

Who Should Attend

This course is designed for anyone who is responsible for creating and managing a business process or knowledge-sharing platform, including business analysts, financial analysts, BI developers and builders, solution architects, database and functional managers and web designers and developers.