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Creating Dashboards with SharePoint

COURSE TYPE

Intermediate

Course Number

1536

Duration

4 Days

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Business Intelligence (BI) is the process of exposing enterprise data that enables management to make informed business decisions. In this training course, you gain the knowledge and skills to leverage built-in SharePoint BI capabilities, and build reporting dashboards in SharePoint Server — allowing your organization to implement and visualize enterprise data.

You Will Learn How To

  • Present business insight from a variety of reports and data sources
  • Integrate Excel worksheets and chart data
  • Develop KPIs with PerformancePoint Services
  • Connect Web Parts to display and filter data for analysis

Important Course Information

Requirements:

  • Basic understanding of SharePoint at the level of Course 1531, SharePoint 2013 Technologies Introduction
  • Background knowledge of Excel, report development, or data analysis

Software:

  • Concepts covered in this course are applicable in Office365

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
Show complete outline
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Convenient Ways to Attend This Instructor-Led Course

Hassle-Free Enrolment: No advance payment required to reserve your seat.
Tuition due 30 days after you attend your course.

In the Classroom

Live, Online

Private Team Training

In the Classroom — OR — Live, Online

Tuition — Standard: $3285   Government: $2890

Apr 17 - 20 (4 Days)
9:00 AM - 4:30 PM EDT
Rockville, MD / Online (AnyWare) Rockville, MD / Online (AnyWare) Reserve Your Seat

Creating Dashboards with SharePoint

Thank you for your interest in this event, but there are no available seats at this time. Please select another date. You may also contact a customer service representative or training advisor about your training needs, from single courses to large enterprise solutions.

You have used Passport or Voucher Number for this event. Please contact our Customer Service Representative or Training Advisor and they will work with your payment options.

Apr 17 - 20 (4 Days) 9:00 AM - 4:30 PM EDT Rockville, MD / Online (AnyWare)
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BY CLICKING THE GOVERNMENT BOX, YOU AGREE TO THESE TERMS OF USE; IF YOU DO NOT AGREE, LEAVE THAT BOX BLANK TO RECEIVE COMMERCIAL PRICING.

By clicking the Government box – you certify that you/your firm is eligible to receive discounted price available only to Federal, Provincial and Municipal agencies. Colleges, universities and non-for profits are not eligible for the government discount.

Learning Tree reserves the right, at its sole discretion, to change, modify, add or remove portions of these Terms of Use, at any time. It is your responsibility to ensure that you qualify to receive a Government discounted rate. Please contact your Government Account Coordinator for any questions.

Not sure if you qualify? See the ? for details. Terms and Conditions
Price
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Pay by credit card at checkout
-or- pay later by invoice, as always.

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May 29 - Jun 1 (4 Days)
9:00 AM - 4:30 PM EDT
New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

Creating Dashboards with SharePoint

Thank you for your interest in this event, but there are no available seats at this time. Please select another date. You may also contact a customer service representative or training advisor about your training needs, from single courses to large enterprise solutions.

You have used Passport or Voucher Number for this event. Please contact our Customer Service Representative or Training Advisor and they will work with your payment options.

May 29 - Jun 1 (4 Days) 9:00 AM - 4:30 PM EDT New York / Online (AnyWare)
Please select the quantity Please select the quantity
Optional Discounts
?
Have a Promo Code?

Enter a promo code for additional savings.

{{vm.lineItem.$DiscountValidationMessage}} Please enter a valid Promo Code
?
Don't know your Voucher or Passport Number?

Contact us via live chat or call us at 1-888-843-8733 and one of our representatives will assist you with your order.

{{vm.lineItem.$VoucherNumberValidationMessage}} Please enter a valid Voucher or Passport Number
Your Work Email is required Please enter a valid Email
?
BY CLICKING THE GOVERNMENT BOX, YOU AGREE TO THESE TERMS OF USE; IF YOU DO NOT AGREE, LEAVE THAT BOX BLANK TO RECEIVE COMMERCIAL PRICING.

By clicking the Government box – you certify that you/your firm is eligible to receive discounted price available only to Federal, Provincial and Municipal agencies. Colleges, universities and non-for profits are not eligible for the government discount.

Learning Tree reserves the right, at its sole discretion, to change, modify, add or remove portions of these Terms of Use, at any time. It is your responsibility to ensure that you qualify to receive a Government discounted rate. Please contact your Government Account Coordinator for any questions.

Not sure if you qualify? See the ? for details. Terms and Conditions
Price
Pay now -or- pay later
Pay by credit card at checkout
-or- pay later by invoice, as always.

Added to cart

Jun 26 - 29 (4 Days)
9:00 AM - 4:30 PM EDT
Alexandria, VA / Online (AnyWare) Alexandria, VA / Online (AnyWare) Reserve Your Seat

Creating Dashboards with SharePoint

Thank you for your interest in this event, but there are no available seats at this time. Please select another date. You may also contact a customer service representative or training advisor about your training needs, from single courses to large enterprise solutions.

You have used Passport or Voucher Number for this event. Please contact our Customer Service Representative or Training Advisor and they will work with your payment options.

Jun 26 - 29 (4 Days) 9:00 AM - 4:30 PM EDT Alexandria, VA / Online (AnyWare)
Please select the quantity Please select the quantity
Optional Discounts
?
Have a Promo Code?

Enter a promo code for additional savings.

{{vm.lineItem.$DiscountValidationMessage}} Please enter a valid Promo Code
?
Don't know your Voucher or Passport Number?

Contact us via live chat or call us at 1-888-843-8733 and one of our representatives will assist you with your order.

{{vm.lineItem.$VoucherNumberValidationMessage}} Please enter a valid Voucher or Passport Number
Your Work Email is required Please enter a valid Email
?
BY CLICKING THE GOVERNMENT BOX, YOU AGREE TO THESE TERMS OF USE; IF YOU DO NOT AGREE, LEAVE THAT BOX BLANK TO RECEIVE COMMERCIAL PRICING.

By clicking the Government box – you certify that you/your firm is eligible to receive discounted price available only to Federal, Provincial and Municipal agencies. Colleges, universities and non-for profits are not eligible for the government discount.

Learning Tree reserves the right, at its sole discretion, to change, modify, add or remove portions of these Terms of Use, at any time. It is your responsibility to ensure that you qualify to receive a Government discounted rate. Please contact your Government Account Coordinator for any questions.

Not sure if you qualify? See the ? for details. Terms and Conditions
Price
Pay now -or- pay later
Pay by credit card at checkout
-or- pay later by invoice, as always.

Added to cart

Jul 24 - 27 (4 Days)
9:00 AM - 4:30 PM EDT
Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

Creating Dashboards with SharePoint

Thank you for your interest in this event, but there are no available seats at this time. Please select another date. You may also contact a customer service representative or training advisor about your training needs, from single courses to large enterprise solutions.

You have used Passport or Voucher Number for this event. Please contact our Customer Service Representative or Training Advisor and they will work with your payment options.

Jul 24 - 27 (4 Days) 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare)
Please select the quantity Please select the quantity
Optional Discounts
?
Have a Promo Code?

Enter a promo code for additional savings.

{{vm.lineItem.$DiscountValidationMessage}} Please enter a valid Promo Code
?
Don't know your Voucher or Passport Number?

Contact us via live chat or call us at 1-888-843-8733 and one of our representatives will assist you with your order.

{{vm.lineItem.$VoucherNumberValidationMessage}} Please enter a valid Voucher or Passport Number
Your Work Email is required Please enter a valid Email
?
BY CLICKING THE GOVERNMENT BOX, YOU AGREE TO THESE TERMS OF USE; IF YOU DO NOT AGREE, LEAVE THAT BOX BLANK TO RECEIVE COMMERCIAL PRICING.

By clicking the Government box – you certify that you/your firm is eligible to receive discounted price available only to Federal, Provincial and Municipal agencies. Colleges, universities and non-for profits are not eligible for the government discount.

Learning Tree reserves the right, at its sole discretion, to change, modify, add or remove portions of these Terms of Use, at any time. It is your responsibility to ensure that you qualify to receive a Government discounted rate. Please contact your Government Account Coordinator for any questions.

Not sure if you qualify? See the ? for details. Terms and Conditions
Price
Pay now -or- pay later
Pay by credit card at checkout
-or- pay later by invoice, as always.

Added to cart

Aug 21 - 24 (4 Days)
9:00 AM - 4:30 PM EDT
Toronto / Online (AnyWare) Toronto / Online (AnyWare) Reserve Your Seat

Creating Dashboards with SharePoint

Thank you for your interest in this event, but there are no available seats at this time. Please select another date. You may also contact a customer service representative or training advisor about your training needs, from single courses to large enterprise solutions.

You have used Passport or Voucher Number for this event. Please contact our Customer Service Representative or Training Advisor and they will work with your payment options.

Aug 21 - 24 (4 Days) 9:00 AM - 4:30 PM EDT Toronto / Online (AnyWare)
Please select the quantity Please select the quantity
Optional Discounts
?
Have a Promo Code?

Enter a promo code for additional savings.

{{vm.lineItem.$DiscountValidationMessage}} Please enter a valid Promo Code
?
Don't know your Voucher or Passport Number?

Contact us via live chat or call us at 1-888-843-8733 and one of our representatives will assist you with your order.

{{vm.lineItem.$VoucherNumberValidationMessage}} Please enter a valid Voucher or Passport Number
Your Work Email is required Please enter a valid Email
?
BY CLICKING THE GOVERNMENT BOX, YOU AGREE TO THESE TERMS OF USE; IF YOU DO NOT AGREE, LEAVE THAT BOX BLANK TO RECEIVE COMMERCIAL PRICING.

By clicking the Government box – you certify that you/your firm is eligible to receive discounted price available only to Federal, Provincial and Municipal agencies. Colleges, universities and non-for profits are not eligible for the government discount.

Learning Tree reserves the right, at its sole discretion, to change, modify, add or remove portions of these Terms of Use, at any time. It is your responsibility to ensure that you qualify to receive a Government discounted rate. Please contact your Government Account Coordinator for any questions.

Not sure if you qualify? See the ? for details. Terms and Conditions
Price
Pay now -or- pay later
Pay by credit card at checkout
-or- pay later by invoice, as always.

Added to cart

Oct 9 - 12 (4 Days)
9:00 AM - 4:30 PM EDT
Rockville, MD / Online (AnyWare) Rockville, MD / Online (AnyWare) Reserve Your Seat

Creating Dashboards with SharePoint

Thank you for your interest in this event, but there are no available seats at this time. Please select another date. You may also contact a customer service representative or training advisor about your training needs, from single courses to large enterprise solutions.

You have used Passport or Voucher Number for this event. Please contact our Customer Service Representative or Training Advisor and they will work with your payment options.

Oct 9 - 12 (4 Days) 9:00 AM - 4:30 PM EDT Rockville, MD / Online (AnyWare)
Please select the quantity Please select the quantity
Optional Discounts
?
Have a Promo Code?

Enter a promo code for additional savings.

{{vm.lineItem.$DiscountValidationMessage}} Please enter a valid Promo Code
?
Don't know your Voucher or Passport Number?

Contact us via live chat or call us at 1-888-843-8733 and one of our representatives will assist you with your order.

{{vm.lineItem.$VoucherNumberValidationMessage}} Please enter a valid Voucher or Passport Number
Your Work Email is required Please enter a valid Email
?
BY CLICKING THE GOVERNMENT BOX, YOU AGREE TO THESE TERMS OF USE; IF YOU DO NOT AGREE, LEAVE THAT BOX BLANK TO RECEIVE COMMERCIAL PRICING.

By clicking the Government box – you certify that you/your firm is eligible to receive discounted price available only to Federal, Provincial and Municipal agencies. Colleges, universities and non-for profits are not eligible for the government discount.

Learning Tree reserves the right, at its sole discretion, to change, modify, add or remove portions of these Terms of Use, at any time. It is your responsibility to ensure that you qualify to receive a Government discounted rate. Please contact your Government Account Coordinator for any questions.

Not sure if you qualify? See the ? for details. Terms and Conditions
Price
Pay now -or- pay later
Pay by credit card at checkout
-or- pay later by invoice, as always.

Added to cart

Dec 11 - 14 (4 Days)
9:00 AM - 4:30 PM EST
New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

Creating Dashboards with SharePoint

Thank you for your interest in this event, but there are no available seats at this time. Please select another date. You may also contact a customer service representative or training advisor about your training needs, from single courses to large enterprise solutions.

You have used Passport or Voucher Number for this event. Please contact our Customer Service Representative or Training Advisor and they will work with your payment options.

Dec 11 - 14 (4 Days) 9:00 AM - 4:30 PM EST New York / Online (AnyWare)
Please select the quantity Please select the quantity
Optional Discounts
?
Have a Promo Code?

Enter a promo code for additional savings.

{{vm.lineItem.$DiscountValidationMessage}} Please enter a valid Promo Code
?
Don't know your Voucher or Passport Number?

Contact us via live chat or call us at 1-888-843-8733 and one of our representatives will assist you with your order.

{{vm.lineItem.$VoucherNumberValidationMessage}} Please enter a valid Voucher or Passport Number
Your Work Email is required Please enter a valid Email
?
BY CLICKING THE GOVERNMENT BOX, YOU AGREE TO THESE TERMS OF USE; IF YOU DO NOT AGREE, LEAVE THAT BOX BLANK TO RECEIVE COMMERCIAL PRICING.

By clicking the Government box – you certify that you/your firm is eligible to receive discounted price available only to Federal, Provincial and Municipal agencies. Colleges, universities and non-for profits are not eligible for the government discount.

Learning Tree reserves the right, at its sole discretion, to change, modify, add or remove portions of these Terms of Use, at any time. It is your responsibility to ensure that you qualify to receive a Government discounted rate. Please contact your Government Account Coordinator for any questions.

Not sure if you qualify? See the ? for details. Terms and Conditions
Price
Pay now -or- pay later
Pay by credit card at checkout
-or- pay later by invoice, as always.

Added to cart

Jan 22 - 25 (4 Days)
9:00 AM - 4:30 PM EST
Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

Creating Dashboards with SharePoint

Thank you for your interest in this event, but there are no available seats at this time. Please select another date. You may also contact a customer service representative or training advisor about your training needs, from single courses to large enterprise solutions.

You have used Passport or Voucher Number for this event. Please contact our Customer Service Representative or Training Advisor and they will work with your payment options.

Jan 22 - 25 (4 Days) 9:00 AM - 4:30 PM EST Herndon, VA / Online (AnyWare)
Please select the quantity Please select the quantity
Optional Discounts
?
Have a Promo Code?

Enter a promo code for additional savings.

{{vm.lineItem.$DiscountValidationMessage}} Please enter a valid Promo Code
?
Don't know your Voucher or Passport Number?

Contact us via live chat or call us at 1-888-843-8733 and one of our representatives will assist you with your order.

{{vm.lineItem.$VoucherNumberValidationMessage}} Please enter a valid Voucher or Passport Number
Your Work Email is required Please enter a valid Email
?
BY CLICKING THE GOVERNMENT BOX, YOU AGREE TO THESE TERMS OF USE; IF YOU DO NOT AGREE, LEAVE THAT BOX BLANK TO RECEIVE COMMERCIAL PRICING.

By clicking the Government box – you certify that you/your firm is eligible to receive discounted price available only to Federal, Provincial and Municipal agencies. Colleges, universities and non-for profits are not eligible for the government discount.

Learning Tree reserves the right, at its sole discretion, to change, modify, add or remove portions of these Terms of Use, at any time. It is your responsibility to ensure that you qualify to receive a Government discounted rate. Please contact your Government Account Coordinator for any questions.

Not sure if you qualify? See the ? for details. Terms and Conditions
Price
Pay now -or- pay later
Pay by credit card at checkout
-or- pay later by invoice, as always.

Added to cart

Feb 19 - 22 (4 Days)
9:00 AM - 4:30 PM EST
Toronto / Online (AnyWare) Toronto / Online (AnyWare) Reserve Your Seat

Creating Dashboards with SharePoint

Thank you for your interest in this event, but there are no available seats at this time. Please select another date. You may also contact a customer service representative or training advisor about your training needs, from single courses to large enterprise solutions.

You have used Passport or Voucher Number for this event. Please contact our Customer Service Representative or Training Advisor and they will work with your payment options.

Feb 19 - 22 (4 Days) 9:00 AM - 4:30 PM EST Toronto / Online (AnyWare)
Please select the quantity Please select the quantity
Optional Discounts
?
Have a Promo Code?

Enter a promo code for additional savings.

{{vm.lineItem.$DiscountValidationMessage}} Please enter a valid Promo Code
?
Don't know your Voucher or Passport Number?

Contact us via live chat or call us at 1-888-843-8733 and one of our representatives will assist you with your order.

{{vm.lineItem.$VoucherNumberValidationMessage}} Please enter a valid Voucher or Passport Number
Your Work Email is required Please enter a valid Email
?
BY CLICKING THE GOVERNMENT BOX, YOU AGREE TO THESE TERMS OF USE; IF YOU DO NOT AGREE, LEAVE THAT BOX BLANK TO RECEIVE COMMERCIAL PRICING.

By clicking the Government box – you certify that you/your firm is eligible to receive discounted price available only to Federal, Provincial and Municipal agencies. Colleges, universities and non-for profits are not eligible for the government discount.

Learning Tree reserves the right, at its sole discretion, to change, modify, add or remove portions of these Terms of Use, at any time. It is your responsibility to ensure that you qualify to receive a Government discounted rate. Please contact your Government Account Coordinator for any questions.

Not sure if you qualify? See the ? for details. Terms and Conditions
Price
Pay now -or- pay later
Pay by credit card at checkout
-or- pay later by invoice, as always.

Added to cart

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Private Team Training

Enroling at least 3 people in this course? Consider bringing this (or any course that can be custom designed) to your preferred location as a private team training.

For details, call 1-888-843-8733 or Click here »

Tuition

Standard

Government

In Classroom or
Online

Standard

$3285

Government

$2890

Private Team Training

Contact Us »

Course Tuition Includes:

After-Course Instructor Coaching
When you return to work, you are entitled to schedule a free coaching session with your instructor for help and guidance as you apply your new skills.

After-Course Computing Sandbox
You'll be given remote access to a preconfigured virtual machine for you to redo your hands-on exercises, develop/test new code, and experiment with the same software used in your course.

Free Course Exam
You can take your Learning Tree course exam on the last day of your course or online any time after class.

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Training Hours

Standard Course Hours: 9:00 am – 4:30 pm
*Informal discussion with instructor about your projects or areas of special interest: 4:30 pm – 5:30 pm

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