Creating Dashboards with SharePoint Training

Level: Intermediate
Rating: 4.8/5 4.78/5 Based on 81 Reviews

In this Creating Dashboards with SharePoint training course, you gain the knowledge and skills to leverage built-in SharePoint Business Intelligence capabilities and build reporting dashboards in SharePoint Server — allowing your organization to implement and visualize enterprise data. You will learn to integrate Excel worksheets and chart data, develop KPIs with PerformancePoint Services, present business insight from a variety of reports and data sources and connect Web Parts to display and filter data for analysis. 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.

Key Features of this Creating Dashboards with SharePoint Training:

  • Learning Tree end-of-course exam included
  • After-course computing sandbox included
  • After-course instructor coaching benefit

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

Choose the Training Solution That Best Fits Your Individual Needs or Organizational Goals


In Class & Live, Online Training

  • 4-day instructor-led training course
  • One-on-one after-course instructor coaching
  • After-course computing sandbox
  • Tuition can be paid later by invoice -OR- at the time of checkout by credit card
View Course Details & Schedule

Standard $3285

Government $2890




Team Training

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  • Full - scale program development
  • Delivered when, where, and how you want it
  • Blended learning models
  • Tailored content
  • Expert team coaching

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In Class & Live, Online Training

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Note: This course runs for 4 Days

  • Jan 5 - 8 9:00 AM - 4:30 PM EST Online (AnyWare) Online (AnyWare) Reserve Your Seat

  • May 4 - 7 9:00 AM - 4:30 PM EDT New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

  • Jul 6 - 9 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

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Important Creating Dashboards with SharePoint Course Information

  • Requirements

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

    • Concepts covered in this course are applicable in Office365

Creating Dashboards with SharePoint 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

Team Training

Creating Dashboards with SharePoint Training FAQs:

  • Can I learn to create Dashboards in SharePoint online?

    Yes! We know your busy work schedule may prevent you from getting to one of our classrooms which is why we offer convenient online training to meet your needs wherever you want. This course is available in class and live online.

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