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SharePoint 2010 Business Intelligence

SHPT-234 (5 Days)

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SharePoint 2010 Business Intelligence Training Overview

Accelebrate's SharePoint 2010 Business Intelligence course teaches attendees how to use, customize, and extend SharePoint's services to augment and streamline your business solutions.

Location and Pricing

Most Accelebrate courses are delivered as private, customized, on-site training at our clients' locations worldwide for groups of 3 or more attendees and are custom tailored to their specific needs. Please visit our client list to see organizations for whom we have delivered private in-house training. These courses can also be delivered as live, private online classes for groups that are geographically dispersed or wish to save on the instructor's or students' travel expenses. To receive a customized proposal and price quote for private training at your site or online, please contact us.

In addition, some courses are available as live, online classes for individuals. See a schedule of online courses.

SharePoint 2010 Business Intelligence Training Objectives

  • Share reports and documents for collaboration
  • Connect your data sources with Business Connectivity Services
  • Use SharePoint lists and libraries for data source repositories in your BI projects
  • Control data sources, reports and business intelligence content with permissions and workflow approvals
  • Use PerformancePoint dashboards including Interactive reporting with Excel, PowerPivot advanced analytics, and Visio strategy maps and heat map analytics
  • Configure and secure SharePoint 2010 business intelligence applications
  • Integrate Office 2010 and SharePoint for intelligent reporting
  • Create reports and dashboards within MS Office 2007 and 2010 and publish them to SharePoint
  • Implement advanced analytics through PerformancePoint and business connectivity services
  • Tune and scale SharePoint SQL databases and applications to support the new load that the reports, analytics and dashboards will place on the system
  • Use best practices for planning and implementing your SharePoint business intelligence project plan

SharePoint 2010 Business Intelligence Training Outline

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Why SharePoint for business intelligence?
  • Kick start your business intelligence
  • SharePoint features that enhance your business
  • Extending Office into SharePoint
  • Customizing SharePoint 2010 to match your company
SharePoint 2010 technical overview
  • A new SharePoint experience
    • System requirements
    • Key servers and server rolls
    • Central administration
  • Say goodbye to shared service providers
  • Improved authentication control
  • Claims based authentication
    • SharePoint authentication
    • Additional SharePoint features
SharePoint central administration overview
  • What is central administration?
  • BI service applications
  • Basics of site management
Data security overview in SharePoint 2010
  • Managed accounts
  • Unattended service account
  • Best practices
Creating and configuring Excel Services applications
  • Creating an Excel Services application
  • Enabling Excel Services
  • Configuring Excel Services security and authentication
  • Reporting and caching options
Creating and configuring PerformancePoint Services applications
  • Enabling PerformancePoint Services
  • Configuring services security and authentication
    • Kerberos, per-user, unattended service account
  • Reporting and caching options
Creating and configuring Visio Services applications
  • Creating a Visio Services application
  • Enabling Visio Services
  • Configuring Visio Services security and authentication
  • Reporting and caching options
  • Other considerations
Creating and configuring PowerPivot for SharePoint Services applications
  • SQL Server and SharePoint installations
    • Stand alone vs. existing farm
    • Installing SQL Sever PowerPivot for SharePoint
    • Deploying the PowerPivot solution to SharePoint
    • Creating the PowerPivot service application
    • Activating the PowerPivot feature on site collections
  • PowerPivot authentication
  • Testing your configuration
Creating your first SharePoint site for business intelligence
  • Understanding web applications, site collections, and sites
  • Creating a site in SharePoint 2010
  • Site options and templates
  • Business intelligence sites
Configuring reporting services for SharePoint integration
  • Configuring reporting services for SharePoint integrated mode
  • Configuring the SharePoint 2010 reporting services add-in
  • Testing the reporting services configuration
Implementing business connectivity services in SharePoint
  • What is BCS?
  • Business Connectivity Services vs. BDC
  • Design principals in BCS
  • Installing and configuring BCS
  • Creating a new BCS list in SharePoint 2010
Developing and deploying Excel Services analytics applications
  • Developing an Excel Service report
    • Datasources
    • Displaying data
  • Deploying and managing Excel Services reports
    • Deployment options
Developing and deploying PowerPivot analytics applications
  • Choosing the right tool for the job
  • Developing a PowerPivot report
  • Introduction to Data Analysis Expressions
  • Creating and deploying reports to a PowerPivot gallery
Developing and deploying Visio Services analytics applications
  • Creating a diagram with data connectivity
  • Developing and interactive Visio diagram for SharePoint
  • Deploying a Visio diagram
Implementing data refresh in Excel Services and PowerPivot
  • Implementing and Excel Services data refresh
  • Scheduling a PowerPivot data refresh
  • Monitoring data refresh failures
Developing and deploying PerformancePoint analytic reports
  • Types of reports
    • Analytic charts
    • Analytic grid
    • Decomposition tree
    • Show details
    • Excel Services
    • KPI Details
    • ProClarity Analytics Server Page
    • Reporting services
    • Strategy map
    • Web page
  • Creating your first report
  • Extending the report
Developing and deploying PerformancePoint scorecards
  • Terminology
  • Creating KPIS
    • Filtering KPIS
  • Using different sources for scorecards
  • Creating and formatting a scorecard
Creating and deploying PerformancePoint dashboards
  • Dashboards vs web part pages
  • Building a PerformancePoint dashboard
  • Adding interactivity to your dashboard
Developing and deploying PerformancePoint and SharePoint filters
  • PerformancePoint filters vs. SharePoint filters
  • Common filters
    • Time intelligence filters
    • Member selection filter
    • Named set filter
    • Custom MDX filter
    • SQL Server analysis services filter
Strategy mapping with Visio and PerformancePoint
  • Why do we map strategy?
  • Creating a strategy map
  • Deploying and testing a strategy map
Developing and deploying reporting services reports to SharePoint
  • Creating a report using BIDS
  • Configuring BIDS for SharePoint deployment
  • Deploying a report from BIDS to SharePoint
Theming and personalizing your business intelligence site
  • Themes in SharePoint: an introduction
  • Using PowerPoint to create SharePoint themes
  • Navigating a SharePoint site
Using SharePoint Designer to customize master pages
  • Introduction to SharePoint Designer
  • Master page concepts
  • Master pages in SharePoint
  • CSS in master pages
Controlling your reporting with versioning, auditing, and content expiration
  • SharePoint governance as applied to business intelligence
  • Reporting lifecycle for self-service BI Environment
  • Using analytics and content expiration
Managing report approval with SharePoint workflow
  • Introduction to SharePoint workflow
  • Building simple workflows for report approval
  • Using Visio to build workflows
Setting up SharePoint search to catalog analytics and reports
  • Why do you need search?
    • SharePoint search options
  • SharePoint foundation search
  • Basic search administration
  • Extending your search configuration
    • What do you need from scratch?
Managing and optimizing SharePoint SQL Server databases
  • Overview of SharePoint 2010 databases
  • Types of content in the SharePoint 2010 databases
  • Optimization techniques for each content type
Tuning and scaling SharePoint service applications
  • Tuning and scaling PerformancePoint
  • Tuning and scaling Excel Services
  • Tuning and scaling PowerPivot
Planning your SharePoint business intelligence project
  • Priority drivers
    • Why are you doing this?
    • End users are important
    • Systems and people
Preparing your business intelligence implementation
  • Infrastructure concerns
  • Storage and SQL concerns
  • Licensing concerns
  • End user technology
Creating your SharePoint project checklist and kickoff plan
  • Round up the troops
  • Plan the schedule
  • Checklist creation 101
  • Putting things in motion
Conclusion
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Lecture percentage

40%

Lecture/Demo

Lab percentage

60%

Lab

Course Number:

SHPT-234

Duration:

5 Days

Prerequisites:

Some prior .NET development experience is required.

Training Materials:

All attendees receive a copy of Wrox's SharePoint 2010 Business Intelligence 24-Hour Trainer.

Software Requirements:

  • During the process of scheduling the class, we will host a conference call with you to discuss setup options.

Contact Us:

Accelebrate’s training classes are available for private groups of 3 or more people at your site or online anywhere worldwide.

Don't settle for a "one size fits all" public class! Have Accelebrate deliver exactly the training you want, privately at your site or online, for less than the cost of a public class.

For pricing and to learn more, please contact us.

Contact Us Train For Us

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877 849 1850
International:
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Toll-free in US/Canada:
866 566 1228
International:
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