55060 Report Builder and Performance Point 2013 (5 days)

Code: 55060
Category: Microsoft SQL Server Training
Course duration: 5 days
Price:

Course Duration: 5 Days

About This Course

This five-day instructor-led course also provides students with the necessary knowledge to develop reports using Microsoft Report Builder 3.0. The training environment includes SQL 2008R2, SQL Express 2012 and SQL 2012 Standard and Enterprise so that the students can utilize Report Builder 3.0 and generate reports from multiple sources to investigate the different features of each release.

The course covers the Report Builder 3.0 wizards, basics of report design, intermediate reports with report parameters and report expressions, report visualizations including graphs, charts, images, and gauges, advanced reporting including the utilization of maps, interactive reports, Report Parts and subreports.

The course concludes with a special module that includes over 100 tips and tricks for Report Builder 3.0 with step-by-step instructions. All of the examples are available as a take-away for the students after the course.

This course also provides students with the necessary knowledge to work with PerformancePoint 2013 Services. The new and improved Business Intelligence Center is explored, and all the exciting new features within the SharePoint 2013 release are covered.

The focus of this course is on the SharePoint 2013 business intelligence platform and not on the SQL business intelligence services.

PowerPivot and Dashboards have included modules.

Audience Profile

This course is intended for power users, developers, and IT professionals that will be involved with the design, development, and maintenance of reports created with Report Builder 3.0.

This course is also intended for power users, business intelligence developers, and IT professionals that will be involved with the design, development and maintenance of SharePoint 2013 business intelligence solutions.

At Course Completion

  • Plan your reports.
  • Utilize Report Builder 3.0 wizards.
  • Create an embedded data source.
  • Create an embedded dataset.
  • Create shared data sources and datasets.
  • Use report parameters.
  • Use report expressions.
  • Create report gauges.
  • Create report graphs.
  • Use images in reports.
  • Use report lists.
  • Use report tables.
  • Use the matrix.
  • Create maps in reports.
  • Create subreports.
  • Use Report Parts.
  • Create interactive reports.
  • Use keyboard shortcuts.
  • 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.
  • 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 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.
  • 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.

Module 1: Course Overview

This module explains how the class will be structured and introduces course materials and additional administrative information.

Lessons

  • Introduction
  • Course Materials
  • Facilities
  • Prerequisites
  • What We'll Be Discussing

Lab 1: Course Overview

  • None
After completing this module, students will be able to:
  • Successfully log into their virtual machine.
  • Have a full understanding of what the course intends to cover.

Module 2: Introduction to Report Builder 3.0

This module introduces the interface of Report Builder 3.0, the different features available, and variances in data sources and sets.

Lessons

  • Plan Your Reports
  • The Interface
  • Variances Between SQL Versions
  • How to Use Report Builder 3.0 with SQL Express 2012
  • Data Sources
  • Datasets

Lab 1: Introduction to Report Builder 3.0

  • Explore Report Builder 3.0
  • Create Embedded Data Sources and Sets
  • Create Shared Data Sources and Sets
After completing this module, students will be able to:
  • Plan the reports.
  • Use Report Builder 3.0 and understand the parts of the interface.
  • Launch Report Builder 3.0 from multiple sources.
  • Create embedded and shared data sources and datasets.

Module 3: Report Builder 3.0 Wizards

This module explains the wizards.

Lessons

  • Explore the Report Builder 3.0 Wizards
  • Create Reports with the Wizards

Lab 1: Report Builder 3.0 Wizards

  • Use the Wizards to Create Reports

Module 4: Report Builder 3.0 Wizards

After completing this module, students will be able to:
  • Use the Wizards to Create Reports

Module 5: Report Builder 3.0 Basic Reports

This module covers report basics with lists, matrix, and tables, then goes into parameters and the expresionable aspect of reports.

Lessons

  • Report Lists
  • Report Tables
  • Report Matrix
  • The Data Region
  • Report Parameters
  • Report Expressions
  • Formatting Reports

Lab 1: Report Builder 3.0 Basic Reports

  • Create a Report Using a List
  • Create a Report Using a Table
  • Create a Report Using a Matrix
  • Create a Report Using Multiple Data Regions
  • Use Report Parameters
  • Use Report Expressions
  • Format the Report
  • Save Report Parts for Reuse
After completing this module, students will be able to:
  • Create a report using a list.
  • Create a report using a table.
  • Create a report using a matrix.
  • Create a report using multiple data regions.
  • Use report parameters.
  • Use report expressions.
  • Format the report.

Module 6: Report Builder 3.0 Graphics

This module is a detailed look at graphics including embedded and Bing maps.

Lessons

  • Report Charts
  • Report Images
  • Report Sparklines
  • Report Data Bars
  • Report Gauges
  • Report Maps

Lab 1: Report Builder 3.0 Graphics

  • Create a Report with Charts
  • Create a Report with Images
  • Create a Report with Sparklines
  • Create a Report with Data Bars
  • Create a Report with Gauges
  • Create a Report with Maps

Module 7: Report Builder 3.0 Graphics

After completing this module, students will be able to:

Module 8: Intermediate Reports

This module covers intermediate reporting with emphasis on actionable reports.

Lessons

  • Time Intelligence
  • Drill Through
  • Subreports
  • Interacting with Actionable Reports
  • Reuse Report Parts

Lab 1: Intermediate Reports

  • Create Subreports
  • Use Drill Through
  • Create a Report That Allows Interaction
  • Reuse Report Parts
  • Use Time Intelligence
After completing this module, students will be able to:

Module 9: Report Builder 3.0 Tips and Tricks

This module is a collection of how-to with examples.

Lessons

  • Dozens of Step-By-Step Examples for Report Situations

Lab 1: Report Builder 3.0 Tips and Tricks

  • Dozens of Step-By-Step Examples for Report Situations

Module 10: Report Builder 3.0 Tips and Tricks

After completing this module, students will be able to:
  • Use the tips and tricks.

Module 11: The Business Intelligence Stack

In this module we will first look at the three different ways in which business intelligence can be viewed. Then we’re going to look at the services SQL 2012 provides us and how they apply to business intelligence. We will then move to SharePoint 2013 and look at the SharePoint services to examine their relevance and how we can use them in business intelligence to surface data. In this section we will also cover the new business intelligence features available within the SharePoint 2013 release. Finally, we will take a brief look at PowerPivot, examining the new features and their significance. PowerPivot is covered in more detail in a later module.

Lessons

  • Business Intelligence in Three Ways
  • SQL 2012 Business Intelligence
  • New 2013 SharePoint Business Intelligence Features
  • New 2013 PowerPivot in Excel Features

Lab 1: The Business Intelligence Stack

  • SQL 2012 Multidimensional Model Basics
  • SQL 2012 Tabular Model Basics

Module 12: The Business Intelligence Stack

After completing this module, students will be able to:
  • 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 13: SharePoint 2013 Business Intelligence Center

In this module, we will explore the new and improved 2013 SharePoint Central Administration site. We are going to cover specifically the new 2013 Business Intelligence Center template within SharePoint. We are also going to cover some things that generically apply to SharePoint that you can use within business intelligence. Permissions and Roles will be illuminated and the included Document Library and List apps will be explained.

Lessons

  • New 2013 SharePoint Central Administration
  • New 2013 Business Intelligence Center
  • Permissions and Roles
  • Included Document Library and List Apps

Lab 1: SharePoint 2013 Business Intelligence Center

  • SharePoint 2013 Central Administration
  • SharePoint 2013 Business Intelligence Center (Optional)

Module 14: SharePoint 2013 Business Intelligence Center

After completing this module, students will be able to:
  • 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.

Module 15: PerformancePoint 2013

In this module, we will cover in-depth 2013 PerformancePoint Services features. Dashboard Designer is explored along with many of the objects and connections available within.

Lessons

  • New 2013 Overview of PerformancePoint Services
  • Dashboard Designer
  • Data Sources
  • Indicators
  • KPIs
  • Visual Reports
  • Filters
  • Scorecards
  • Dashboards

Lab 1: 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

Module 16: PerformancePoint 2013

After completing this module, students will be able to:
  • 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 17: PowerPivot

PowerPivot is not a feature of SharePoint business intelligence, however, an Excel workbook with PowerPivot can be saved to a SharePoint site and then used in a business intelligence scenario. This module is intended as an overview of the product only and covers all the new features available in the 2013 release of the add-in.

Lessons

  • New 2013 PowerPivot Features
  • PowerPivot and Excel
  • PowerPivot and SharePoint
  • Enterprise Business Intelligence and PowerPivot
  • Importing Data
  • Enriching Data
  • SharePoint Sharing

Lab 1: PowerPivot

  • Import Data from SQL
  • Review and Edit the Imported Relationships
  • Hide Unused Columns
  • Create a PivotTable

Module 18: PowerPivot

After completing this module, students will be able to:
  • 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 19: Dashboards

This module borrows from the three-day Microsoft course on Dashboards number 50596A. Monitoring, analyzing, and managing dashboards are discussed along with details on how to use them most effectively. This module does not cover Dashboard Designer as it is covered in more detail in the PerformancePoint Services module. Coverage of the Microsoft Report Builder 3.0 tool is brief as this course focuses on the SharePoint space.

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 1: 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
After completing this module, students will be able to:
  • 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

  • A basic understanding of relational databases.

Course Reviews

No reviews found for this course.

Be the first to write a review