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Visualizing SharePoint Business Intelligence with No Code (50561)

Course Description Schedule Course Outline

Detailed Course Outline

Module 1: Introduction
This module explains how the class will be structured and introduces course materials and additional administrative information.


  • Welcome
  • What does NO Code mean?
  • How to get the most out of this course
  • The course setup
  • What is not covered

Lab : Introduction

  • Explore the Course Environment

Module 2: Business Intelligence Overview
This module brings everybody up to the same point in their knowledge of Business Intelligence, what it is capable of, problems you may encounter and encouraging case studies.


  • Why Business Intelligence
  • Why do Business Intelligence Projects fail?
  • The Three Types of Business Intelligence Projects
  • Business Intelligence Time Scopes
  • Some Great Features in SQL for Business Intelligence

Lab : Business Intelligence Overview

  • Examine and run a prebuilt SQL Integration Services Package that performs an Extract Transform and Load into a Datamart.
  • Examine the effects of the Proactive data cache to automatically update data.

Module 3: How to Match the Tool to the User


  • Determine the type(s) of users
  • Determine the maturity of your organizational Business Intelligence
  • The target of the tools
  • High level overview of each tool

Lab : How to Match the Tool to the User

  • Examine the toolsets
  • Dashboard Designer
  • Report Builder 3.0
  • SharePoint Designer
  • In Browser Customization

Module 4: The Data Mart/Warehouse


  • What is a Data Mart?
  • What is Microsoft Analysis Services?
  • Business Intelligence Terminology
  • A fast and easy way as a proof of concept

Lab : The Data Mart/Warehouse

  • Create a Datamart using the UDM Wizard
  • Use SQL Management Studio to browse the data

Module 5: Data Sources


  • What is Trusted Data?
  • Where can we pull data from?
  • What might we have to do?
  • Using Social Networks
  • The Data Sources

Lab : Data Sources

  • Create data sources

Module 6: Business Intelligence in SharePoint


  • What does SharePoint add?
  • How can workflows be used in Business Intelligence?
  • Quick tour of terms

Lab : Business Intelligence in SharePoint

  • Utilize the management capability features of SharePoint
  • Examine security of stored objects
  • Use a workflow in SharePoint

Module 7: SharePoint Business Center


  • Exploring the Business Center
  • The built in features
  • Adding other features
  • Adding social network features to your internal Business Intelligence
  • Creating Sub-Sites
  • Customizing the Business Center

Lab : SharePoint Business Center

  • Create a SharePoint Business Center
  • Explore the features of the SharePoint Business Center
  • Create a sub site
  • Add Social Networking into your site

Module 8: PerformancePoint Services


  • What is PerformancePoint Services (with Service pack 1)
  • Dashboard Designer
  • KPIs
  • Filters
  • Scorecards
  • Dashboards
  • Further Study

Lab : PerformancePoint Services

  • Use PerformancePoint Services to create all of the PerformancePoint Objects
  • Publish a Dashboard

Module 9: Excel Services


  • What is Excel Services
  • A Single Source of the Truth
  • What Excel Services is not
  • Publishing with Excel Services
  • Interacting with published Excel workbooks

Lab : Excel Services

  • Publish a Workbook to Excel Services
  • Interact with the workbook
  • Drive a KPI off a workbook

Module 10: PowerPivot in Excel and SharePoint


  • What is PowerPivot
  • Using the Excel PowerPivot add in
  • Using PowerPivot for SharePoint

Lab : PowerPivot in Excel and SharePoint

  • Use PowerPivot in Excel
  • Publish a PowerPivot enabled workbook to SharePoint

Module 11: Visio and Visio Services


  • What is Visio Services
  • Using Data Connected Visio Drawings

Lab : Visio and Visio Services

  • Create a data driven Visio drawing
  • Publish the drawing to Visio Services

Module 12: SQL Reporting Services


  • Advantages of Integrated Installation
  • Report Builder 3.0
  • Creating Graphs
  • Creating Maps
  • Creating Gauges
  • Creating reusable Report Parts

Lab : SQL Reporting Services

  • Use Report Builder 3.0 to create graphs, gauges, maps and report parts
  • Publish the objects to SharePoint

Module 13: Business Connectivity Services


  • What is Business Connectivity Services?
  • Using BCS in SharePoint

Lab : Business Connectivity Services

  • Use SharePoint Designer to create an External List with Business Connectivity Services
  • Publish the External List into SharePoint

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