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Collaboration SharePoint 2013 for Business Intelligence

SharePoint 2013 for Business Intelligence


Date of Class:


Last Day To Enroll:

1895.00 1,895.00

  • Course Delivery: Virtual Classroom
  • Language: English

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This 3-day instructor led course will teach how to use SharePoint 2013 as your business intelligence platform. You'll learn how to implement solutions using the SharePoint Business Intelligence Center, Excel Services, SQL Reporting Services, Analysis Services, PerformancePoint, PowerPivot, Power View, Business Connectivity Services, and the KPI and chart web parts. Companies today generate enormous amounts of valuable information, but often have poor reporting capabilities – inhibiting the sharing of key information. This course will teach you how to provide executives, managers and your entire staff with insights into your data through state-of-the-art business intelligence solutions built on the SharePoint 2013 platform. Business intelligence has never been more accessible and capable before! This courses teaches you everything you need to know to implement business intelligence solutions using Excel Services, SQL Reporting Services, Analysis Services, PerformancePoint, Power View, PowerPivot and other web parts and tools that are part of the SharePoint platform. Make better decisions and provide strategic information to the entire organization with the solutions you build.

Course Objectives

Successful completion of this course will increase your knowledge and ability to:

  • Understand SharePoint 2013's full feature set of Business Intelligence Features
  • Learn what Excel Services provides and how to build Excel Services solutions
  • Integrate SQL Reporting Services with SharePoint to build dynamic reports and share information
  • Surface Analysis Services cubes via SharePoint BI features
  • Implement scorecards, dashboards, and KPIs using PerformancePoint
  • Understand the capabilities of PowerPivot and how to analyze data with PowerPivot
  • Integrate data from many different external data sources utilizing Business Connectivity Services
  • Implement out-of-box BI web parts such as the KPI and chart web parts
  • Build interactive dashboards that support filtering, reports, KPIS, scorecards, and more
  • Learn best practices for implementing effective, high-performing BI solutions
  • Learn what the Business Intelligence Center template provides and when to use it
  • Learn how to provide intuitive ad-hoc reporting for business users by implementing Power View
  • Work with the SQL Server Business Intelligence Development Studio
  • Learn the benefits and limitations of each BI tool and which ones will work best for your needs


Topics Covered

1. What is Business Intelligence
  • What Is Business Intelligence
  • Who is your Audience?
  • Where is your Data?
  • How Do I Present My Data?
  • What's New in Business Intelligence
  • Changes from SharePoint 2010 to SharePoint 2013
  • Server Requirements
  • Licensing Options and Requirements

2. The Business Intelligence Center
  • Understanding the SharePoint Hierarchy
  • Purpose and Functionality of the Business Intelligence Center
  • Overview of BI Option in SharePoint
  • SSRS
  • Power View
  • KPI and Chart Web Parts
  • Excel Services
  • PowerPivot
  • Visio Services
  • PerformancePoint
  • Business Connectivity Services
  • Data Security Overview
  • Managed Accounts
  • Unattended Service Account
  • Office Authentication Options

3. SQL Reporting Services
  • Introduction to SQL Reporting Services
  • SSRS Integration with SharePoint
  • Developing Reports with Report Builder
  • Defining Data Sources and Data Sets
  • Report Design: Basics
  • Report Design: Adding Interactivity and Parameters
  • Deploying and Managing Reports
  • Administering Reporting Services
  • Report Caching and Execution
  • Managing Snapshots and Report History
  • Utilizing SharePoint SSRS Web Part

4. Power View
  • Introduction to Power View
  • Power View Designer and Components
  • Filtering, Highlighting and Slicers

5. KPI web part, Filter web part & Chart web part
  • Key Performance Indicators
  • Charts
  • Filters

6. Excel Services
  • Introduction to Excel Services
  • Developing Excel Services Reports
  • Data Sources
  • Displaying Data
  • Deploying Excel Services Reports
  • Administer Excel Services
  • Creating an Excel Services Application
  • Enabling Excel Services
  • Configuring Excel Services

7. PowerPivot
  • Introduction to PowerPivot
  • Creating a PowerPivot Gallery
  • Developing a PowerPivot Report
  • Enabling and Configuring Data Refreshes

8. Visio Services
  • Introduction to Visio Services
  • Developing Visio Services Diagrams
  • Deploying Visio Services Diagrams
  • Administer Visio Services
  • Creating a Visio Services Application
  • Enabling Visio Services
  • Configuring Security, Reporting, and Caching

9. PerformancePoint Services
  • Introduction to PerformancePoint
  • Developing Analytics Reports
  • Developing Scorecards
  • Developing Dashboards
  • Administer PerformancePoint Services
  • Enabling PerformancePoint Services
  • Configuring Security, Reporting, and Caching Options

10. Business Connectivity Services
  • Introduction to Business Connectivity Services
  • Configuring External Data Connections with SharePoint Designer
  • Administer Business Connectivity Services

11. Summary
  • Choosing the Right Tool for the Job

Hands-On Exercises:
Exercise 1: The Business Intelligence Center
  • Configure a Business Intelligence Center
  • Creating SharePoint Pages and using Web Parts

Exercise 2: SQL Reporting Services
  • Developing Reports with Report Builder
  • Build Interactive Dashboard with SSRS and SharePoint

Exercise 3: Power View
  • Creating basic Power View Reports
  • Analyzing Data with Power View

Exercise 4: KPI web part, Filter web part & Chart web part
  • Filtering SSRS Dashboards with Filter Web Parts
  • Displaying a KPI Status List in SharePoint
  • Using the Chart Web Part

Exercise 5: Excel Services
  • Sales Dashboard using Excel and Excel Services
  • PowerPivot
  • Creating a PowerPivot Report
  • Visio Services
  • Creating a Visio Diagram utilizing Visio Services

Exercise 6: PerformancePoint Services
  • Develop PerformancePoint Reports, Scorecards, and Dashboards

Exercise 7: Business Connectivity Services
  • Integrating external database data into SharePoint



There are no prerequisites for this course.


Subject Matter Expert

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