Creating Dashboards with SharePoint Training

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.

• Basic understanding of SharePoint at the level of Course 1540, Microsoft SharePoint 2016 Training
• Background knowledge of Excel, report development, or data analysis

• 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 sources
• Integrate Excel worksheets and chart data
• Develop KPIs with PerformancePoint Services
• Connect Web Parts to display and filter data for analysis

Creating Dashboards with SharePoint Course Outline

Creating Dashboards in SharePoint

• Defining dashboards
• Delivering dashboards with SharePoint
• Customising SharePoint web pages
• Architecting Wiki and Web Part pages

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

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

Utilising third–party Web Parts

• Enhancing dashboards with Web Parts
• Integrating third–party Web Parts with List Data

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

Working with the Business Intelligence Centre

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

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

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