Visualizing Data with SharePoint 2013, Report Builder, PowerPivot, and PowerView with No Code

Overview

What do we mean by no code? It is a matter of perspective. In today�s world the successful software vendor needs to develop software that is easily customizable by casual users. In the realm of business intelligence that means offering a variety of tools to different types of users that, depending on their experience, they can utilize to rapidly create the visualization of data that suits their needs. Microsoft has produced a great array of such tools that target different users. These tools are various Wizards, Dialog Boxes, Forms, Web Pages Designers and so forth. In this course we utilize the built in tools and do not write a single line of code!
No Code visualization means using the data structures that exist already to get the job done. You don�t have the time or maybe the inclination to learn how to code but you need answers. I.T., if you haven�t already noticed, is always working through a backlog but your business situation is dynamic and rapidly changing and will not wait for any backlog. In this course you will learn how to get those answers without submitting a request and waiting.

At Course Completion

Perform all of the actions and answer all of the questions listed in: Why this course may be for you.

Target Student

The target audience of this course is for Business Analysts, Report Designers, Team Leads, SharePoint Administrators, Business Intelligence Developers and Project Managers that will be tasked with the implementation, support, management or training needed to rapidly empower the users to take advantage of the exploding world of Data V.

Why this course may be for you:

You have the infrastructure but getting reports generated out of I.T. just takes too long.

Lack of insight into what has happened is hampering your ability to move forward.

You need or want to use the web browser as your source of information so that it is as acceable as the internet.

You want to take advantage of the SharePoint deployment to manage the data connections, report objects, dashboards KPI’s etc.

You need to rapidly prototype reports for changing conditions

You want to move from textual reports to graphical reporting.

You are tasked with implementing Six Sigma type reports using Visio Data Driven objects

Your organization wants to implement anaysis based on automatically updating data

You need to implement a “Single Source of The Truth” structure.

You need to understand the effectivness of the reports and dashboards.

You need an understanding of the tools that are available and how to determine which is the target audience for those tools.

You need to implemant actionable dashboards to allow line managers to rapidly take action.

Course duration

5 Days

Course outline
Module 1: Introduction

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

What you will get out of this module:

Introduction to the instructor and your peers
A review of what we mean by NO CODE
How to work in the course environment

Lessons

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

Module 2: Data Visualizations

This module explains concepts of data visualizations.

Lessons

Data Visualization Fundamentals
The Microsoft Toolsets for Visualizations

Lab 1: Data Visualizations

Explore the Microsoft Toolsets

Module 3: Dashboard Design Principles

This module is an introduction to successful design principles for Dashboard design.

Lessons

Successful dashboards
Quantitative relationships
Summary numbers
Tables or graphs?
Types of graphs
Key performance indicators
Dashboard taxonomies
Pitfalls in dashboard design

Lab 1: Group Review of Design Problems

Design Problem 1
Design Problem 2
Design Problem 3

Module 4: Microsoft Business Intelligence Stack

This module covers the Microsoft Business Intelligence stack including SQL 2012, Extract-Transform-Load, Reporting Services, Tabular Data, Analysis Services and SharePoint 2013.

Lessons

Microsoft Business intelligence Overview
Business Intelligence in three ways
SQL Integration Services ETL
Reporting Services
Master Data Services
Data Quality Services
SharePoint 2013 Business Intelligence

Lab 1: Tour of the Microsoft Business Intelligence Stack

Run a prepared ETL Package
Create a SQL Server Analysis Services Cube
Create a Tabular Database
Examine Master Data Services
Examine Reporting Services as a native install
Examine Reporting Services as an integrated SharePoint install
The SharePoint 2013 Business Intelligence Template

Module 5: Report Builder 3.0

This module explains Report Builder 3.0 wizards, basics of report design, intermediate reports with report parameters and report expressions, report visualizations including graphs, charts, images, and gauges, advanced reporting including the utilization of maps, interactive reports, Report Parts and subreports.

Lessons

Introduction to Report Builder 3.0
Report Builder 3.0 Wizards
Report Builder 3.0 Graphics
Intermediate Reports

Lab 1: Report Builder 3.0

Report Builder Wizards
Basic Reports
Intermediate Reports
Graphics

Module 6: PowerPivot and PowerView

In this module, we will explore PowerPivot and its analytical capabilities. PowerPivot is a data analysis add-on for

Microsoft Excel that allows large amounts of data to be collected, aggregated, and analyzed in one workbook. Sounds

powerful? It is! We’ll cover everything you need to know to get you up, running, and analyzing.

Lessons

PowerPivot
DAX
PowerView

Lab 1: PowerPivot and PowerView

Create a Pivot Table
Import Data
Create Relationships
Create Calculated Columns
Create Calculated Fields
Save to SQL
Create PowerView Reports
Deploy to SharePoint

Module 7: SharePoint 2013 Excel Services

In this module, we will go over all the new 2013 Excel Services features, and we will explore the core components of Excel Services. We will cover Excel Web Access and its capabilities along with any differences you may encounter in the browser as opposed to the desktop client. There is coverage of the Power View add-in for Excel, and then lastly we will explain the save and share process and have a look at best practices.

Lessons

New 2013 Excel Services Features
Core Components
Excel Web Access (EWA)
What Excel Web Access is Not
Differences in the Browser vs. Desktop
SharePoint Libraries to Store Workbooks
Power View Add-in for Excel
The Save and Share Process
Excel Web App
Best Practices

Lab 1: SharePoint 2014 Excel Services

Creating a Library to Hold Excel Workbooks
Exploring the Power View Add-in for Excel
Save and Share an Excel Workbook to a SharePoint Document Library
Add an Excel Web App to a Webpage

Module 8: SharePoint 2013 PerformancePoint Services

In this module, we will give you an overview of the new 2013 PerformancePoint Services features. Dashboard Designer is explored along with many of the objects and connections available within.

Lessons

New 2013 Overview of PerformancePoint Services
Dashboard Designer
Data Sources
Indicators
KPIs
Visual Reports
Filters
Scorecards
Dashboards

Lab 1: PerformancePoint 2013

PerformancePoint Services Dashboard Designer Introduction and Data Source Configuration
Standard or Blank KPI Demonstration
Leaf KPI Demonstration
Objective KPI Demonstration
Visual Reports
PerformancePoint Filters
PerformancePoint Cascading Filters
Time Intelligence Filters
Scorecard Settings
Scorecards Filtered Using the Wizard
PerformancePoint Dashboards

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Beaverton OR 97007

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