Creating Dashboards with SharePoint Training

Course Outline

• 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