Course 567:
Business Intelligence for SharePoint 2010

(3 days)


Course Description

In this three-day course, students will learn all the fundamentals necessary to build compelling BI solutions in SharePoint 2010 using the out-of-the-box functionality and feature set they have available to them. Students will learn about the core concepts of Microsoft’s powerful BI stack and then about SharePoint 2010. They will see how the two work together.

Once all the concepts are in place, the students are taken through a guided process of exploring, building, and integrating each of the tools covered. This gives them an in-depth look at some of the areas which are not highly intuitive and can be intimidating to learn.

Finally, the students put all they have learned to work in a final lab where they plan and then build two complete SharePoint 2010 BI solutions. One using the out-of-the-box BI Center and one using a standard collaboration Team Site.

Who Should Attend

Power users who will be tasked with building and deploying BI Solutions in SharePoint 2010 at the Site Owner or Site Collection Administrator level. There is no code in this course. It is not intended for developers or those who are tasked with using tools like SSIS or SSAS or Visual Studio as their main tool sets.


Students should have some experience with SharePoint 2010. Working with sites, lists, libraries, and web parts in SharePoint 2007 or SharePoint 2010.

Course Outline

Module 01: What Is BI?

  • The Microsoft Stack
    • SQL Server
      • Database Engine
      • SSIS
      • SSAS
      • SSRS
    • The Data Warehouse
    • The Data Mart
    • Data Sources
    • The Cube

Lab 01: Students will create a very simple Data Warehouse in order to understand what a Data Warehouse is and how it is prepared. The purpose of this course is not the intricacies of preparing and deploying a Data Warehouse; however by going through the process of creating a simple Data Warehouse, students will better understand the differences between a transactional database and a Data Warehouse which is used primarily to create reports against.

Module 02: SharePoint 2010

  • The SharePoint Farm
    • The SharePoint Objects for Power Users
  • A Brief History of SharePoint and BI
  • Site Collections
  • Sites
  • Lists
    • Versioning
  • Libraries
    • Check in/Check Out
    • Versioning
  • Pages
    • Web Part Pages
    • Wiki Pages
  • Web Parts
  • Site Collection Features
  • Site Features
  • Security
  • Workflow
  • Content Types
  • Information Management Policies
  • Navigation
  • Default Meta Data
  • Meta Data Navigation

Lab 02: Students will create a collaboration site based on the Team Site Template. They will go through the process of creating an entire collaboration scenario including the process of creating and configuring List and Libraries using some of the advanced features of SharePoint 2010 that come out-of-the-box. Students will create content types and use them at the list and library level. They will connect containers to manage those content types in order to reinforce the idea of business objects and prepare them for what they will need in working with the BI features of SharePoint 2010 in upcoming modules.

Module 03: SharePoint 2010 BI Stack

  • Excel Services
  • PowerPivot
  • Reporting Services
  • Visio Services
  • Performance Point Services
    • Secure Storage Service Application
    • Kerberos (High Level)
  • The BI Center
    • Business Data Web Parts
    • KPIs
    • Reports (Content Types)
      • Report Builder
    • Dashboards
      • Performance Point Dashboard Designer
    • BCS
      • External Data
      • External Lists
      • Filter Web Parts
      • Security

Lab 03: Students will work with a site based on the BI Center. They will explore the site and install Performance Point Dashboard Designer. Students will work with the different out-of-the-box BI Content types in order to understand how to use and extend them using their proven SharePoint skills. Students will work with some pre-configured external content types and understand how SharePoint 2010’s BCS can leverage existing applications and data and bring the UI into SharePoint 2010. Finally, students will be introduced to PowerPivot and see how it works within SharePoint 2010 by using it in the lab.

Module 04: Excel Services

  • What Is Excel Services?
  • Working with Workbooks
  • File and Web Part Security
  • Excel Web Parts and Parameters
  • Excel Services and External Data Connections
  • Accessing Excel Workbook Objects using REST
  • User-Defined Functions

Lab 04: Working with Excel services and many of the features that students may or may not have been exposed to in the past, each student will create and deploy a variety of spreadsheets and then surface the data within them via Excel services web parts in order to understand this amazing tool.

Module 05: PowerPivot and SharePoint

  • Overview of PowerPivot
  • Relationships
  • DAX (Overview Only)
  • Getting PowerPivot into SharePoint
  • Data Refreshing
  • Reports

Lab 05: Students will work with PowerPivot first in Excel to get used to its power and flexibility. Then they will integrate their work into SharePoint and see the amazing capabilities of putting these two powerhouse technologies together.

Module 06: BI Lists and Content Types

  • BI Content Types
    • Excel Based Status Indicator
    • Fixed Value Based Status Indicator
    • Report
    • SharePoint List-Based Status Indicator
    • SQL Server Analysis Services-Based Status Indicator
    • Web Part Page with Status List
  • BI Lists
    • Status List
    • Performance Point Content List
    • Reports Library

Lab 06: SharePoint 2010 offers many out-of-the-box BI content types and lists. In this Lab, students will put those to work as they learn the importance of properly structuring their business objects to make them easier to quickly and efficiently display to users when they build out dashboards. Students will see what happens when some of the lists become unwieldy and how to deal with those scenarios.

Module 07: Chart Web Part

  • Data and Appearance
    • Connect to Another Web Part
    • Connect to a List
    • Connect to Business Data Catalog
    • Connect to Excel Services
  • Customizing the Chart Web Part
    • Chart Types
    • Appearance Themes
    • Chart Element Properties

Lab 07: The Chart Web Part is an amazing tool for creating and then displaying stunning visual representations to many different kinds of data sources. Students will work through some of the challenges that can present themselves in initially working with this amazing tool so that they will not have to feel puzzled when deploying some of the less intuitive aspects of this option.

Module 08: SharePoint 2010 BI Lists and Libraries

  • Report Libraries
    • Report Content Types
  • Data Connection Library
    • External Data Connections
  • Data Connections Library for Performance Point
    • ODC, UDC, and PerformancePoint Data Connections
  • Dashboards Library
    • Web Part Pages
    • Web Part Pages with Status Lists and PerformancePoint Deployed Dashboards

Lab 08: Students will work with the Business Intelligence Center and Report Builder to create and then deploy custom reports into SharePoint 2010. Students will learn to work through a variety of reporting options and discover some of the built-in styling capabilities to really bring the presentation of the data to life for the consumers of their reports.

Module 09: Performance Point Services

  • What Is Performance Point Services in SharePoint 2010?
  • Installing Dashboard Designer
  • Connecting to Data
  • Creating KPIs
  • Creating Scorecards
  • Integrating Reports
  • Creating and Deploying Dashboards

Lab 09: This lab will cover all the pieces for power users to work with Performance Point in conjunction with SharePoint. Students will connect to multiple data sources and surface reports and KPI’s built-in Dashboard Designer and then surface those in the built-in libraries provided out-of-the-box in a SharePoint 2010 Business Intelligence Center.

Module 10: Building Solutions for Consumption

  • Planning the Solution
  • Creating a Solution Using a Team Site
  • Creating a Solution Using the BI Center
  • Web Part Options

Lab 10: In this final lab, the practical application of all the concepts and labs covered in the course are brought together in a design and building of a BI Center. Students will use all the covered BI and SharePoint tools to mimic what they will be doing when they leave the course and build confidence that they can demonstrate how to actually put it all together into a workable SharePoint 2010 Site.

Please Contact Your ROI Representative to Discuss Course Tailoring!