Microsoft End to End Business Intelligence Boot Camp (55045)
About this Course
Audience Profile
This course is intended for Project Managers, Business Intelligence Developers, SQL Server Developers and IT Professionals that will be involved with the design, development and maintenance of SharePoint 2013 Business Intelligence solutions. The course introduces each of the services and minimizes or eliminates any coding.
At Course Completion
- Browse the data within the cube using SQL Server Management Studio.
- Browse data using Visual Studio 2013.
- Connect to a tabular source, import tables, and explore the data.
- Successfully Navigate SQL Server Data Tools.
- Successfully Navigate SQL Server Management Studio.
- Run the Import Export Wizard.
- Create a Project.
- Add and Configure Connections to the Control Flow.
- Add and Configure Execute SQL Tasks.
- Connect and Configure Precedence Constraints.
- Add and Configure Data Flow Tasks.
- Use the Destination Assistant.
- Copy a Package and Reuse Project Connection Managers.
- Add and Configure a Data Conversion Transformation.
- Add and Configure a Conditional Split Transformation.
- Add and Configure a Multicast Transformation.
- Add and Configure an Aggregate Transformation.
- Add and Configure a Derived Column Transformation.
- Add and Configure a Sort Transformation.
- Add and Configure a Lookup Transformation.
- Successfully Deploy a Project.
- Create a Sample or Test Database.
- Successfully Navigate and Use Key Objects.
- Create a Server Side Time Dimension.
- Create a Data Source.
- Create a Data View.
- Successfully Navigate a Cube.
- Successfully Navigate and Configure Partitions.
- Use the Aggregation Design Wizard.
- Create and Configure a Data Profiling Task.
- Configure Proactive Cache.
- Deploy and Process a Project.
- Build a Cube.
- Understand the Functionality of MDX.
- Write MDX.
- Understand How to Use MDX to Navigate Hierarchies.
- Write MDX Navigating Hierarchies.
- Understand Working with Time in MDX.
- Write MDX Working with Time.
- Creating a Tabular Project.
- Import Data Using the Table Import Wizard.
- Manually Add a Relationship.
- Create Measures.
- Create Calculated Columns.
- Create Hierarchies.
- Create Perspectives.
- Create KPIs.
- Process Data.
- Deploy a Solution.
- Connect to a Tabular Model Using Excel.
- Locate, Access and Use Report Manager.
- Use Report Designer.
- Create and Configure Data Sources.
- Create and Configure Datasets.
- Create and Configure a Basic Report.
- Create and Configure Graphics.
- Create and Configure Maps
- Create and Configure Report Parts.
- Create and Configure a Model.
- Create and Configure Entities.
- Create and Configure Members.
- Create and Configure Attributes.
- Create a Business Rule.
- Deploy a Model.
- Load Data.
- Create a Subscribing View.
- Use the Data Mining Add-in for Excel.
- Explore the options and settings available within the new SharePoint 2013 Central Administration.
- Create a new web application and business intelligence site while exploring the features of both.
- Create a SharePoint library to hold Excel workbooks and explore trusted file locations.
- Utilize the Power View add-in for Excel
- Create an Excel workbook with a parameter and save it to a SharePoint document library.
- Add Web Apps to a webpage.
- Explore the Dashboard Designer interface and know how to create and configure a data source.
- Create and configure a standard KPI and a scorecard.
- Create and configure a leaf KPI and a scorecard.
- Create two blank KPI’s and then roll them into an objective KPI.
- Create and configure an analytic chart and an analytic grid, add them to a dashboard, deploy them to SharePoint, and explore the options available.
- Create and configure a filter, and tie the filter into both the analytic chart and analytic grid created earlier.
- Create and configure a cascading filter and then tie it into a new analytic chart and grid.
- Create a Time Intelligence data connection, a Time Intelligence filter, and create a report using both.
- Create four copies of the Objective Scorecard, configure settings in each of the four copies, and deploy them to SharePoint in a dashboard.
- Create a new leaf KPI and use that KPI in two new scorecards, one with a filter configured, and one without.
- Create a new dashboard with two pages and review editing options.
- Create a drawing, upload the document to the Student BI Site documents library, and view the drawing in a browser.
- Create a data-connected drawing and upload the document to the Student BI Site documents library.
- Create an objective scorecard and matching strategy map, place them in a dashboard, and then upload the dashboard to the Student BI Site.
- Use PowerPivot within Excel to import a table from SQL Server.
- View the relationships existing within the imported tables from SQL Server and then import an additional table and configure a relationship between it and the existing.
- Hide columns they don’t want reflected in the resulting PivotTable.
- Create a PivotTable within an existing worksheet.
- Assign administrators and permissions on the BDC Metadata Store.
- Explore the different content types available in SharePoint 2013 and learn how to locate them and their corresponding settings.
- Create a document library, configure it to accept specific content types, and then learn how to delete the document library.
- Create and configure a new external content type.
- Create an external list associated with the new external content type created prior.
- Create a new external content type and a new host URL, and then create an external list and profile page.
- Add a custom action to an external list.
- Navigate the Report Builder 3.0 interface.
- Create an embedded data source connecting into a database.
- Create an embedded data source connecting into an OLAP database.
- Create a shared data source using the Report Manager.
- Create a shared dataset using the shared connection they created in the previous exercise.
- Create a new dashboard and explore three different ways to connect the Web Apps.
Prerequisites
- An understanding of the benefits of business intelligence.
Course Outline
Module 1: Course Overview
Lessons
- Introduction
- Course Materials
- Facilities
- Prerequisites
- What We'll Be Discussing
- Successfully log into their virtual machine.
- Have a full understanding of what the course intends to cover.
Module 2: The Business Intelligence Stack
Lessons
- Business Intelligence in Three Ways
- SQL 2012 Business Intelligence
- New 2013 SharePoint Business Intelligence Features
- New 2013 PowerPivot in Excel Features
Lab : The Business Intelligence Stack
- SQL 2012 Multidimensional Model Basics
- SQL 2012 Tabular Model Basics
- Browse the data within the cube using SQL Server Management Studio.
- Browse data using Visual Studio 2013.
- Connect to a tabular source, import tables, and explore the data.
Module 3: SQL Server Integration Services (SSIS) 2012
In this module we will give an overview of ETL and discuss two approaches that should be considered prior to implementation. We will also go over the SQL Server Data Tools application and explain the concept of Packages, Tasks, and Containers with further instruction on how to use these tools and others. In the following list of topics you will see two topics that are part of SQL Server Integration Services ETL although not covered in this module. They are SQL Server Integration Services Data Profiler and Data cleansing which are covered later in the course.
Lessons
- What’s New?
- Overview of Extract, Transform, and Load (ETL)
- SSIS Tools
- Change Data Capture
- SQL Server Integration Services Scripting
- Variables, Parameters, and Expressions
- Package Deployment
Lab : SQL Server Integration Services (SSIS) 2012
- Explore the SQL Server Data Tools
- Explore SQL Server Management Studio and Back Up a Database
- Run the Import Export Wizard
- Create a Project for the Exercises
- Add Connections to the Control Flow
- Add Execute SQL Tasks and Connect Precedence Constraints
- Add Data Flow and Use the Destination Assistant
- Copy a Package and Reuse Project Connection Managers
- Data Conversion
- Conditional Split
- Multicast
- Aggregate
- Derived Column and Sort
- Lookup
- Project Deployment
- Successfully Navigate SQL Server Data Tools.
- Successfully Navigate SQL Server Management Studio.
- Run the Import Export Wizard.
- Create a Project.
- Add and Configure Connections to the Control Flow.
- Add and Configure Execute SQL Tasks.
- Connect and Configure Precedence Constraints.
- Add and Configure Data Flow Tasks.
- Use the Destination Assistant.
- Copy a Package and Reuse Project Connection Managers.
- Add and Configure a Data Conversion Transformation.
- Add and Configure a Conditional Split Transformation.
- Add and Configure a Multicast Transformation.
- Add and Configure an Aggregate Transformation.
- Add and Configure a Derived Column Transformation.
- Add and Configure a Sort Transformation.
- Add and Configure a Lookup Transformation.
- Successfully Deploy a Project.
Module 4: SQL 2012 Business Intelligence Semantic Model (Multidimensional Mode)
Lessons
- The Data Warehouse/Data Mart
- The Tools
- Key Concepts
- Data Sources
- Data Views
- Cubes
- Data Profiler
- Proactive Cache
- Wizards
Lab : SQL 2012 Business Intelligence Semantic Model (Multidimensional Mode)
- Create a Sample or Test Database
- Explore the Key Objects
- Creating a Server-Side Time Dimension
- Create a Data Source and Data View
- Explore the Cube
- Partitions
- Aggregations
- Data Profiler
- Proactive Cache
- Deploy and Process
- Build a Cube
- Create a Sample or Test Database.
- Successfully Navigate and Use Key Objects.
- Create a Server Side Time Dimension.
- Create a Data Source.
- Create a Data View.
- Successfully Navigate a Cube.
- Successfully Navigate and Configure Partitions.
- Use the Aggregation Design Wizard.
- Create and Configure a Data Profiling Task.
- Configure Proactive Cache.
- Deploy and Process a Project.
- Build a Cube.
Module 5: Microsoft Multidimensional Expressions
Lessons
- Concepts in Multidimensional Space
- Basic MDX Statements
- SQL Server Management Studio MDX Query Editor
- Navigating Hierarchies
- Working with Time
- Microsoft Multidimensional Expressions
Lab : Microsoft Multidimensional Expressions
- Explore MDX
- Write MDX (Optional)
- Explore MDX – Immediate Relatives
- Write MDX – Immediate Relatives (Optional)
- Working with Time
- Writing MDX - Working with Time (Optional)
- Understand the Functionality of MDX.
- Write MDX.
- Understand How to Use MDX to Navigate Hierarchies.
- Write MDX Navigating Hierarchies.
- Understand Working with Time in MDX.
- Write MDX Working with Time.
Module 6: SQL 2012 Business Intelligence Semantic Model (Tabular Mode)
Lessons
- The Tabular Model
- Data Analytic Expressions (DAX)
- The Editor
- Data Connections
- Creating a Tabular Project
- Relationships
- Measures and Calculated Columns
- Hierarchies
- Perspectives
- KPIs
- Partitions
- Processing
- Deployment
Lab : SQL 2012 Business Intelligence Semantic Model (Tabular Mode)
- Creating a Project and Importing Data
- Manually Add a Relationship
- Create Measures and Calculated Columns
- Create Hierarchies
- Create a Perspective
- Create a KPI
- Process Data and Deploy
- Connect to a Tabular Model
- Creating a Tabular Project.
- Import Data Using the Table Import Wizard.
- Manually Add a Relationship.
- Create Measures.
- Create Calculated Columns.
- Create Hierarchies.
- Create Perspectives.
- Create KPIs.
- Process Data.
- Deploy a Solution.
- Connect to a Tabular Model Using Excel.
Module 7: SQL Server 2012 Reporting Services
Lessons
- Report Lifecycles
- Installation Modes
- Report Creation Tools
- Data Sources
- Datasets
- Basic Reports
- Graphics
- Maps
- Report Parts
Lab : SQL Server 2012 Reporting Services
- Using Report Manager
- Using Report Designer
- Data Sources and Datasets
- Basic Reports
- Graphics
- Basic Maps
- Basic Maps with Color
- Report Parts
- Locate, Access and Use Report Manager.
- Use Report Designer.
- Create and Configure Data Sources.
- Create and Configure Datasets.
- Create and Configure a Basic Report.
- Create and Configure Graphics.
- Create and Configure Maps
- Create and Configure Report Parts.
Module 8: Master Data Services
Lessons
- What is Master Data Management?
- System Roles
- Master Data vs. Transactional Data
- Master Data Services ETL
- Master Data Services Key Concepts
Lab : Master Data Services
- Create a Model
- Create Entities
- Create Members
- Create Attributes
- Create a Business Rule
- Deploy Model
- Load Data
- Create a Subscribing View
- Create and Configure a Model.
- Create and Configure Entities.
- Create and Configure Members.
- Create and Configure Attributes.
- Create a Business Rule.
- Deploy a Model.
- Load Data.
- Create a Subscribing View.
Module 9: Data Mining/Predictive Analytics
Lessons
- Definitions for Our Purpose
- Problems Addressed
- Business Analytics
- CRISP-DM
- Key Concepts
- Microsoft Data Mining Process
- Data Mining Tasks
- Microsoft Algorithms
- Matching the Tasks to the Algorithm
- Data Mining Add-in for Excel
Lab : Data Mining/Predictive Analytics
- Using the Data Mining Add-in for Excel
- Use the Data Mining Add-in for Excel
Module 10: SharePoint 2013 Business Intelligence Center
Lessons
- New 2013 SharePoint Central Administration
- New 2013 Business Intelligence Center
- Permissions and Roles
- Included Document Library and List Apps
Lab : SharePoint 2013 Business Intelligence Center
- SharePoint 2013 Central Administration
- SharePoint 2013 Business Intelligence Center (Optional)
- Explore the options and settings available within the new SharePoint 2013 Central Administration.
- Create a new web application and business intelligence site while exploring the features of both.
Module 11: SharePoint 2013 Excel Services
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 : SharePoint 2013 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
- Create a SharePoint library to hold Excel workbooks and explore trusted file locations.
- Utilize the Power View add-in for Excel
- Create an Excel workbook with a parameter and save it to a SharePoint document library.
- Add Web Apps to a webpage.
Module 12: SharePoint 2013 PerformancePoint 2013
Lessons
- New 2013 Overview of PerformancePoint Services
- Dashboard Designer
- Data Sources
- Indicators
- KPIs
- Visual Reports
- Filters
- Scorecards
- Dashboards
Lab : SharePoint 2013 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
- Explore the Dashboard Designer interface and know how to create and configure a data source.
- Create and configure a standard KPI and a scorecard.
- Create and configure a leaf KPI and a scorecard.
- Create two blank KPI’s and then roll them into an objective KPI.
- Create and configure an analytic chart and an analytic grid, add them to a dashboard, deploy them to SharePoint, and explore the options available.
- Create and configure a filter, and tie the filter into both the analytic chart and analytic grid created earlier.
- Create and configure a cascading filter and then tie it into a new analytic chart and grid.
- Create a Time Intelligence data connection, a Time Intelligence filter, and create a report using both.
- Create four copies of the Objective Scorecard, configure settings in each of the four copies, and deploy them to SharePoint in a dashboard.
- Create a new leaf KPI and use that KPI in two new scorecards, one with a filter configured, and one without.
- Create a new dashboard with two pages and review editing options.
Module 13: SharePoint 2013 Visio Services
Lessons
- New 2013 Visio Services Features
- Visio Graphics Service
- Visio Drawings in the Browser
- Visio Web Access Web Part
- SharePoint 2013 Visio Services
Lab : SharePoint 2013 Visio Services
- Visio Drawing in the Browser
- Visio Services Data-Connected Drawing
- Dashboard Strategy Maps
- Create a drawing, upload the document to the Student BI Site documents library, and view the drawing in a browser.
- Create a data-connected drawing and upload the document to the Student BI Site documents library.
- Create an objective scorecard and matching strategy map, place them in a dashboard, and then upload the dashboard to the Student BI Site.
Module 14: PowerPivot
Lessons
- New 2013 PowerPivot Features
- PowerPivot and Excel
- PowerPivot and SharePoint
- Enterprise Business Intelligence and PowerPivot
- Importing Data
- Enriching Data
- SharePoint Sharing
Lab : PowerPivot
- Import Data from SQL
- Review and Edit the Imported Relationships
- Hide Unused Columns
- Create a PivotTable
- Use PowerPivot within Excel to import a table from SQL Server.
- View the relationships existing within the imported tables from SQL Server and then import an additional table and configure a relationship between it and the existing.
- Hide columns they don’t want reflected in the resulting PivotTable.
- Create a PivotTable within an existing worksheet.
Module 15: SharePoint 2013 Business Connectivity Services
Lessons
- New 2013 Business Connectivity Service Features
- What is Business Connectivity Services?
- BCS Terminology
- BCS Security
- Using SharePoint Designer 2013 with BCS
- Surfacing the BCS Data
Lab : SharePoint 2013 Business Connectivity Services
- Setting Permissions on the BDC Store
- Exploring Content Types in SharePoint
- Add a Document Library Tied to Content Types
- Creating an External Content Type
- Creating an External List
- Configuring the Business Connectivity Services for a Host URL & Setting up a Profile Page
- Add a Custom Action to a List
- Assign administrators and permissions on the BDC Metadata Store.
- Explore the different content types available in SharePoint 2013 and learn how to locate them and their corresponding settings.
- Create a document library, configure it to accept specific content types, and then learn how to delete the document library.
- Create and configure a new external content type.
- Create an external list associated with the new external content type created prior.
- Create a new external content type and a new host URL, and then create an external list and profile page.
- Add a custom action to an external list.
Module 16: Dashboards
Lessons
- Dashboard Migration
- Three Types of Dashboards
- Successful Dashboards
- Tables or Graphs
- Types of Graphs
- Choosing a Chart Type
- Key Performance Indicators
- Pitfalls In Dashboard Design
- Microsoft Report Builder 3.0
- Plan Your Reports
- Datasets
- New 2013 SharePoint Designer Features
- SharePoint Web Apps
Lab : Dashboards
- Explore the Report Builder 3.0 Interface (Optional)
- Create an Embedded Data Source into SQL 2012 Engine (Optional)
- Create an Embedded Data Source into SQL 2012 Analysis Services (Optional)
- Create a Shared Data Source Using the Report Manager (Optional)
- Create a Shared Dataset Using the Shared Data Source (Optional)
- Three Methods for Connecting Dashboard Web Apps
- Navigate the Report Builder 3.0 interface.
- Create an embedded data source connecting into a database.
- Create an embedded data source connecting into an OLAP database.
- Create a shared data source using the Report Manager.
- Create a shared dataset using the shared connection they created in the previous exercise.
- Create a new dashboard and explore three different ways to connect the Web Apps.
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