Creating Dashboards with SharePoint Training CDSP001
- Course Code : IVBAP001
- Duration : 4 Days
- Price : 2,475 GBP
- Level: Intermediate
- Language: English
Course Content
In this course, you will gain the knowledge and skills to leverage built-in SharePoint Business Intelligence (BI) capabilities and build reporting dashboards in SharePoint Server, allowing your organization to implement and visualize enterprise data. You will learn to integrate Excel worksheets and chart data, develop KPIs with PerformancePoint Services, present business insights from a variety of reports and data sources, and connect Web Parts to display and filter data for analysis.
Delivery Method
In-Person
Online
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Benefits
In this training, you will:
Present business insights from various reports and data sources.
Integrate Excel worksheets and chart data.
Develop KPIs with PerformancePoint Services.
Connect Web Parts to display and filter data for analysis.
Pre Requisites
Basic understanding of SharePoint at the level of Course 1540, Microsoft SharePoint 2016 Training.
Background knowledge of Excel, report development, or data analysis.
Course Outline
Module 1 - Module 7
Module 1: Creating Dashboards in SharePoint
Defining dashboards.
Delivering dashboards with SharePoint.
Customizing SharePoint web pages.
Architecting Wiki and Web Part pages.
Module 2: Publishing Excel in Dashboards
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.
Module 3: Deploying Business Reports
Exposing SQL Server Reporting Services.
Assessing capabilities of SQL Server Reporting Services.
Allocating a Reports Library.
Adding SQL Server Reports to web pages.
Utilizing third-party Web Parts.
Enhancing dashboards with Web Parts.
Integrating third-party Web Parts with List Data.
Module 4: Implementing SharePoint Apps
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.
Module 5: Working with the Business Intelligence Center
Adopting Self-Service BI.
Getting started using a BI Center.
Identifying components of a BI Center 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.
Analyzing data structures for accuracy in reporting.
Selecting Facts and Dimensions for business reporting.
Consuming a Tabular Model and Analysis Services Cube.
Engineering content for visualization.
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.
Module 6: Enhancing Dashboards with SharePoint Web Parts
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.
Module 7: Launching a Dashboard Portal
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.
