With this three-day SharePoint course, you will identify and examine the key BI tools that are available in your Microsoft suite, and which will work best for you integrated within a SharePoint Business Intelligence platform. Your efforts will pay off with better document management, security, external data integration and information dissemination – in a systematic and well organized environment.
If you're using SharePoint as a platform in your organization, you have what you need to create a successful and productive Knowledge Management System and Business Intelligence Platform. You have the tools: SQL Server, SharePoint and Office 2010, Excel, PerformancePoint, Integration services, and more. This course is loaded with hands-on labs that show you these tools in action – how they will integrate and how they will work in your environment. Through expert technical direction and a "learn by doing" environment, you will leave this SharePoint course with a plan of action in place and the ability to follow through.
I. What is Business Intelligence
A. SharePoint 2010 and Business Intelligence
- The Secure Store Service
- Visio Services
- Reporting Services and Report Builder
- PerformancePoint Services
- Excel Services and Power Pivot
- Business Connectivity Services
B. What This Course Does NOT Cover
C. Section Summary
II. Hands-On Exercise
A. Building a Virtualized SharePoint Environment for Development and Lab Work
III. The Business Intelligence Center
A. Planning for Business Intelligence
- Server Prerequisites and Licensing
- Selecting Your Business Intelligence Tools
B. Creating a Business Intelligence Center
- Creating a New Business Intelligence Center Site Collection
- Reviewing the Business Center Subsite
- Creating a Business Intelligence Center Subsite
- Section Summary
IV. Hands-On Exercise
A. Creating a Business Intelligence Center
V. Excel Services
A. What are Excel Services
B. Configuring Excel Services
- Global Setting
- Security
- Load Balancing
- Session Management
- Memory Utilization
- Workbook Cache
- External Data
- Trusted File Locations
- Location
- Workbook Properties
- Calculation Behavior
- External Data
- Trusted Data Providers
- Trusted Data Connection Libraries
- User-Defined Functions
C. Excel Services Best Practices
D. Section Summary
VI. Hands-On Exercise
A. Working with Excel Services
VII. Visio Services
A. What are Visio Services
- Configuring Visio Services
- Global Settings
- Maximum Web Drawing
- Minimum Cache Age
- Maximum Cache Age
- Maximum Recalc Duration
- External Data
- Trusted Data Providers
B. The Visio Process Repository Site Template
C. Section Summary
VIII. Introduction to SharePoint Designer 2010
A. Introducing Microsoft SharePoint Designer 2010
B. Why SharePoint Designer 2010
C. Who Should Use SharePoint Designer
D. Requirements for SharePoint Designer
E. Getting Around in SharePoint Designer 2010
- The New User Interface - An Overview
- Navigation Panel
- Gallery and Summary Pages
- The Ribbon
- SharePoint Designer Navigation
- Current User Controls
- Ghosting and Unghosting
F. Section Summary
IX. Hands-On Exercise
A. Explore SharePoint Designer
X. PerformancePoint Services
A. What is PerformancePoint
B. PerformancePoint Components
- SharePoint Lists and Libraries
- PerformancePoint Service Databases
- SQL Server Analysis Services Cubes
- Other Reporting Data Sources
C. Business Intelligence Components
- Dashboards
- Key Performance Indicators
- Data Sources
- Filters
- Scorecards
- Reports
D. Section Summary
XI. Hands-On Exercise
A. Working with PerformancePoint Services
XII. SharePoint Workflows
A. Understanding SharePoint Workflows
- What is a Workflow
- Types of Workflow Solutions
B. Workflow Templates
- SharePoint Server 2010 Templates
C. The Workflow Creation Process
- Naming and Creating Workflows
- Creating and Assigning a Task List
- Viewing History and Tracking Process
D. Events, Actions, Conditions and Steps
- Events
- Actions
- Conditions
- Steps
- Workflow Forms
- Workflow History
- Workflow Status
E. Using Workflow Designer
- Initial Considerations
- Creating a Workflow
- Workflow Variables
F. Section Summary
XIII. Hands-On Exercise
A. SharePoint Workflows
XIV. Business Connectivity Services
A. What are Business Connectivity Services
XV. Hands-On Exercises
A. Business Connectivity Services
XVI. InfoPath and Form Services
A. Working With InfoPath and Form Services
B. Creating and Customizing an InfoPath Form
- Page Design and Layout
- Inserting Tables
- Form Controls
- Text Box
- Rich-Text Box
- Section List Boxes
- Date Picker
- Check Box
- Option Buttons
- Button
- Sections
- Other Controls
- Data Sources
- Views
- Design Checker
- Designing a New Form
- Publishing a Form Template to a Library
C. Section Summary
XVII. Hands-On Exercises
A. Implementing InfoPath and Form Services
XVIII. Access Database Services
A. Understanding Access Services
- What is Access
- Introducing Access Services
- Publishing to Access Services
B. Section Summary
XIX. Hands-On Exercise
A. Access Database Services