Creating Dashboards with SharePoint Training Classroom Live Herndon, VA July 11, 2023

Course Overview

Creating Dashboards in SharePoint

• Defining dashboards
• Delivering dashboards with SharePoint
• Customizing 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
• Utilizing 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 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

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

Prerequisites

Requirements

• Basic understanding of SharePoint at the level of SharePoint 2016 Introduction Training 
• Background knowledge of Excel, report development, or data analysis
• Concepts covered in this course are applicable in Office365