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EncartaLabs

Building Dashboards with SharePoint

( Duration: 4 Days )

In Building Dashboards with SharePoint training course, you will gain the necessary skills to build reporting dashboards in SharePoint Server, allowing the organization’s to implement and visualize enterprise data.

By attending Building Dashboards with SharePoint workshop, delegates will learn to:

  • Design and build dashboards in SharePoint Server
  • Build Business Intelligence content with Dashboard Designer
  • Integrate Excel worksheets and chart data
  • Develop KPIs with PerformancePoint Services
  • Present business insight from a variety of reports and data sources
  • Connect Web Parts to display and filter data for analysis

This Building Dashboards with SharePoint class is intended for business intelligence developers and users, IT professionals, information workers and anyone who will be involved in the design, development and maintenance of dashboards in SharePoint.

COURSE AGENDA

1

Creating Dashboards in SharePoint

  • Defining dashboards
  • Delivering dashboards with SharePoint
  • Customizing SharePoint web pages
  • Architecting Wiki and Web Part pages
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
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
  • Delivering Crystal Reports
    • Analyzing Crystal Reports functionalities
    • Distributing Crystal Reports through SharePoint
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
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
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
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

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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