In this Creating Dashboards with SharePoint training course, you gain the knowledge and skills to leverage built-in SharePoint Business Intelligence capabilities and build reporting dashboards in SharePoint Server — allowing your organisation to implement and visualise enterprise data. You will learn to integrate Excel worksheets and chart data, develop KPIs with PerformancePoint Services, present business insight from a variety of reports and data sources and connect Web Parts to display and filter data for analysis. Business Intelligence (BI) is the process of exposing enterprise data that enables management to make informed business decisions. In this training course, you gain the knowledge and skills to leverage built-in SharePoint BI capabilities and build reporting dashboards in SharePoint Server — allowing your organisation to implement and visualise enterprise data.
- Concepts covered in this course are applicable in Office365
Creating Dashboards with SharePoint Training Delivery Methods
- Learning Tree end-of-course exam included
- After-course computing sandbox included
- After-course instructor coaching benefit
Creating Dashboards with SharePoint Training Course Benefits
Present business insight from a variety of reports and data sourcesIntegrate Excel worksheets and chart dataDevelop KPIs with PerformancePoint ServicesConnect Web Parts to display and filter data for analysis
Creating Dashboards with SharePoint Course Outline
- Defining dashboards
- Delivering dashboards with SharePoint
- Customising SharePoint web pages
- Architecting Wiki and Web Part pages
Leveraging Excel Access Web Parts
- Displaying Excel in SharePoint pages
- Connecting Excel Web Parts
- Tailoring Excel Access Web Parts
Incorporating Excel Services
- Evaluating Excel Services publishing options
- Detecting parameters in Excel Services
- Assembling Power Pivot in Excel
Exposing SQL Server Reporting Services
- Assessing capabilities of SQL Server Reporting Services
- Allocating a Reports Library
- Adding SQL Server Reports to web pages
Utilising third–party Web Parts
- Enhancing dashboards with Web Parts
- Integrating third–party Web Parts with List Data
Consuming SharePoint Lists as a data source
- Uncovering SharePoint Lists as dashboard items
- Enabling functionality of Lists with Views
- Enhancing SharePoint Lists with metadata
Charting SharePoint Lists
- Investigating charting options
- Connecting Lists to charting Web Parts
- Exhibiting SharePoint Lists on web pages
Adopting Self–Service BI
- Getting started using a BI Centre
- Identifying components of a BI Centre site template
- Benefiting from PerformancePoint functionalities
- Configuring data connections
Planning for a successful dashboard
- Gathering user information needs
- Locating data sources
- Sketching a mock–up
Authoring feature–rich content
- Analysing data structures for accuracy in reporting
- Selecting Facts and Dimensions for business reporting
- Consuming a Tabular Model and Analysis Services Cube
- Engineering content for visualisation
Exploiting PerformancePoint Dashboard Designer
- Producing reports, charts, graphs and filters
- Formulating KPIs and indicators
- Developing reports and scorecards to measure performance
- Slicing and dicing with Power Pivot
- Providing decomposition tree functionality
Building the dashboard in SharePoint
- Combining reporting objects on a web page
- Applying filters to reports and graphs
- Extending KPIs with trend indicators
- Targeting access to various audiences
Drilling–down for root–cause analysis
- Taking advantage of Out–of–the–Box Web Parts
- Filtering Web Parts
- Surfacing information with Query Web Parts
- Displaying videos with Media Web Parts
Evaluating Web Part sources
- Detecting third–party providers
- Appraising the need for custom building
Designing intuitive navigation
- Uncovering the need for navigation
- Selecting SharePoint options for web page transitions
Building portal pages
- Implementing Promoted Links App
- Exploiting Links App
- Leveraging Wiki page editing
- Modifying Current and Global Navigation
