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SharePoint Server 2010 business intelligence insights training

Module 1: Business intelligence in SharePoint Server 2010 Business Intelligence is an increasingly important tool to a wide range of organizations. After completing this module, you will be able to define Business Intelligence, describe how Microsoft products deliver Business Intelligence, explain how SharePoint Server 2010 delivers Business Intelligence, explain how SharePoint Server 2010 supports selfservice Business Intelligence, and configure a Chart Web Part to deliver graphical representation of data.

Lesson 1: Defining Business Intelligence This lesson introduces the key concepts of Business Intelligence (BI) and describes how you can use BI tools to address common business problems with SharePoint Server 2010.

Lesson 2: Introducing the Microsoft BI Platform This lesson describes Microsofts Business Intelligence strategy and vision and introduces the Microsoft products and tools that support and enable Business Intelligence. Lesson 3: Introducing the BI Service Applications This lesson introduces the three service applications in SharePoint Server 2010 Enterprise Edition that provide Business Intelligence functionalityExcel Services, PerformancePoint Services, and Visio Servicesand describes how each service application works with the Secure Store Service. Lesson 4: Introducing the BI Add-Ins This lesson introduces SQL Server Reporting Services for SharePoint Server 2010 and SQL Server PowerPivot for SharePointtwo key SQL Server add-ins that enhance the Business Intelligence capabilities of SharePoint Server 2010. Lesson 5: Introducing the BI Web Parts This lesson provides an introduction to many of the BI-related Web Parts that are provided with SharePoint Server 2010 Enterprise Edition, including filters, the Chart Web Part, the Excel Web Access Web Part, the PerformancePoint Content Web Part, and the Visio Web Access Web Part. The lesson also includes a demonstration of how to use the Chart Web Part. Lesson 6: Introducing the Developer Tools This lesson provides an overview of the opportunities for developers to work with the BI capabilities of SharePoint Server 2010 and introduces the various developer tools that are available to you.

Module 2: Excel Services in SharePoint Server 2010 Excel Services is a SharePoint Server 2010 Enterprise Edition service application that enables the loading, calculation, and browser-based rendering of Excel workbooks. After completing this module, you will be able to create data connections and reports in the Excel client, prepare and publish Excel workbooks to SharePoint, embed Excel Services reports into Web Part pages and application experiences, describe the developer opportunities with Excel Services, secure content within, and access to, Excel workbooks published to SharePoint, and configure and administer Excel Services.

Lesson 1: Introducing Excel Services This lesson provides an introduction to Excel Services in SharePoint Server 2010. It describes the basic architecture of Excel Services, explains how to configure the service, and identifies the target audience for the features and capabilities of the service. Lesson 2: Creating Reports in the Excel Client This lesson explains how you can use the Excel client to build sophisticated BI reports. It describes how to create reports in the Excel client, create workbook connections, create PivotTable reports, create freeform reports, create table reports, and enhance reports with additional features. Lesson 3: Publishing Excel Workbooks to SharePoint This lesson describes how to publish Excel workbooks to SharePoint Server 2010. The lesson explains how to prepare workbooks for publication, configure the publishing options, define workbook parameters, and save the workbook to a variety of locations. Lesson 4: Embedding Excel Services Reports This lesson describes how you can embed Excel Services reports into SharePoint pages and applications, using the Excel Web Access Web Part and the REST API. Lesson 5: Programmatically Accessing Excel Workbooks This lesson provides an overview of the key approaches you can use to interact with hosted Excel workbooks programmatically, including the SOAP API, the ECMAScript object model, and User Defined Functions (UDFs). Lesson 6: Securing Excel Workbooks in SharePoint This lesson describes how you can control access to the Excel workbooks that you publish to SharePoint Server 2010. The lesson explains how you can use workbook publish options to determine which elements of the workbook are visible to others, and how you can use SharePoint permission levels to determine the level of access to a published workbook. Lesson 7: Configuring and Administering Excel Services This lesson describes how to install and configure Excel Services in SharePoint Server 2010 and how to manage data connection authentication.

Lab manual: Excel Services (document) These are the instructions that were used with the virtual lab during the instructor-led course. The manual is supplemental material to be consumed as-is. The virtual lab is not available.

Module 3: PerformancePoint Services in SharePoint Server 2010 PerformancePoint Services is a SharePoint Server 2010 Enterprise Edition service application that enables you to monitor, analyze, and present business data. After completing this module, you will be able to describe the capabilities of PerformancePoint Services, create BI solutions by using the key building blocks, and describe developer opportunities for PerformancePoint Services. You will also learn how to configure and administer the PerformancePoint Services service application.

Lesson 1: Introducing PerformancePoint Services This lesson provides an introduction to PerformancePoint Services in SharePoint Server 2010. The lesson introduces the capabilities of PerformancePoint Services, identifies the target audience for tools and features, and describes the key elements of a PerformancePoint Services solution. Lesson 2: Introducing PerformancePoint Services Development This lesson introduces the key building blocks and the browser-based development tools you can use to build PerformancePoint Services solutions in SharePoint Server 2010, including the Dashboard Designer and the Workspace Browser. It also identifies opportunities for developers to extend the built-in functionality of PerformancePoint Services. Lesson 3: Creating PerformancePoint Services Solutions Monitoring This lesson describes how to build PerformancePoint Services solutions to monitor business data by creating data sources, indicators, Key Performance Indicators (KPIs), and scorecards. Lesson 4: Creating PerformancePoint Services Solutions Analytics This lesson builds on the concepts presented earlier in this module to describe how you can extend your PerformancePoint Services solutions to analyze business data, by using a variety of built-in tools and components. Lesson 5: Creating PerformancePoint Services Solutions Dashboard Assembly This lesson describes how to create and configure filters and how to assemble and publish dashboards in SharePoint Server 2010 by using PerformancePoint Services. Lesson 6: Configuring and Administering PerformancePoint Services This lesson explains how to configure and administer PerformancePoint Services in SharePoint Server 2010. The lesson describes how to install and configure PerformancePoint Services, how to enable the site-level feature, how to configure identity delegation for solutions, and how to migrate PerformancePoint Services content. Lab manual: PerformancePoint Services (document) These are the instructions that were used with the virtual lab during the instructor-led

course. The manual is supplemental material to be consumed as-is. The virtual lab is not available.

Module 4: Visio Services in SharePoint Server 2010 Visio Services is a SharePoint Server 2010 Enterprise Edition service application that enables users to interact with data-connected Visio diagrams through the browser in a variety of ways. After completing this module, you will be able to describe the capabilities and features of Visio Services, create data-driven diagrams in the Visio client, publish Visio Web Diagrams to SharePoint, embed Visio diagrams into Web Part pages, and describe advanced embedding scenarios using the Visio Web Access Web Part. You will also learn how to configure and administer Visio Services.

Lesson 1: Introducing Visio Services This lesson provides an introduction to Visio Services in SharePoint Server 2010. The lesson describes the core functionality of Visio Services and identifies the target audience for the features and capabilities that the service provides. Lesson 2: Creating Data-Driven Diagrams in the Visio Client This lesson explains how to create and publish data-driven diagrams in the Visio client. It describes how to create data sources, manage external data, link data to shapes, and configure data graphics. It also explains how to prepare Visio diagrams for publication and how to publish diagrams to SharePoint Server 2010. Lesson 3: Embedding Visio Diagrams into Web Part Pages This lesson introduces the Visio Web Access Web Part and explains how to embed Visio diagrams into SharePoint Web Part pages. The lesson also describes how to configure the Visio Web Access Web Part, configure Web Part connections, and extend Visio Services functionality using the JavaScript API. Lesson 4: Configuring and Administering Visio Services This lesson describes how to configure and administer Visio Services. It describes how to install the service application, how to configure farm-wide settings, and how to manage trusted data providers. Lab manual: Visio Services (document) These are the instructions that were used with the virtual lab during the instructor-led course. The manual is supplemental material to be consumed as-is. The virtual lab is not available.

Module 5: Reporting Services SQL Server Reporting Services is a server-based reporting platform that provides a full range of ready-to-use tools and services to help people create, deploy, manage, and disseminate reports quickly and easily. After completing this module, you will be able to describe the capabilities and features of SQL Server Reporting Services. You will be able to configure SharePoint libraries and data sources to support self-service authoring, create reports and datasets using Report Builder 3.0, and embed reports into SharePoint pages and applications. You will also be able to install and configure the Reporting Services SharePoint add-in, configure subscriptions, secure Reporting Services items, and describe how to manage report execution together with why it is important to do so.

Lesson 1: Introducing Reporting Services This lesson introduces SQL Server Reporting Services and explains the core functionality of Reporting Services. It describes the deployment modes and introduces the Reporting Services add-in for SharePoint Server 2010. Lesson 2: Creating Report Libraries This lesson describes how to create and configure report libraries in SharePoint Server 2010 for use with Reporting Services. Lesson 3: Publishing Data Sources and Datasets This lesson describes how to define, create, and secure data sources and datasets in SharePoint Server 2010 for use with Reporting Services. Lesson 4: Self-Service Report Authoring with Report Builder 3.0 This lesson introduces Report Builder 3.0 and explains how it extends report creation functionality to end users. The lesson provides a comprehensive overview of how to build rich reports in Report Builder 3.0, and how to publish and consume Report Parts. Lesson 5: Embedding Reports into Web Part Pages This lesson describes various ways in which you can embed reports into pages and applications in SharePoint Server 2010. It explains how to use a URL to embed a report, and it provides an overview of the Report Viewer Web Part. Lesson 6: Managing the Report Server Content This lesson describes how to manage Report Server content, including data sources, datasets, reports, and report parts. It also explains the different mechanisms for report execution, such as running reports on demand, running reports and datasets from cache, and running reports from snapshots. Lesson 7: Delivering Reports with Subscriptions This lesson explains how you can use report subscriptions to execute and disseminate rendered reports. The lesson describes how to configure the two types of report

subscriptions provided by Reporting Services: standard subscriptions and data-driven subscriptions.

Lesson 8: Securing Reports and Report Server Content in SharePoint This lesson explains how to secure reports and Report Server content in SharePoint Server 2010. The lesson describes how you can use SharePoint's built-in authorization mechanisms to provide granular access control over report components and data. Lesson 9: Configuring and Administering the Reporting Services Add-in for SharePoint This lesson explains how to configure and administer the Reporting Services add-in for SharePoint Server 2010. The lesson describes how to install the Reporting Services add-in, how to configure identity delegation, and how to automate Report Server tasks. Lab manual: Reporting Services (document) These are the instructions that were used with the virtual lab during the instructor-led course. The manual is supplemental material to be consumed as-is. The virtual lab is not available.

Module 6: PowerPivot for SharePoint PowerPivot for SharePoint extends SharePoint Server 2010 and Excel Services to include server-side processing, collaboration, and document management support for the PowerPivot workbooks that you publish to SharePoint. After completing this module, you will be able to describe the purpose of the PowerPivot add-ins, create a PowerPivot workbook, prepare and save a PowerPivot workbook to SharePoint, and access and manage a PowerPivot workbook in SharePoint. You will also be able to install and configure the PowerPivot add-in for SharePoint and describe how to manage and monitor PowerPivot solutions in SharePoint.

Lesson 1: Introducing PowerPivot This lesson introduces the PowerPivot add-ins and the intended PowerPivot audience. Lesson 2: Creating PowerPivot Workbooks This lesson explains how to create PowerPivot workbooks and how to describe a PowerPivot workbook, load and prepare data, create reports from the PowerPivot model, and define DAX calculations. Lesson 3: Browsing and Managing PowerPivot Workbooks in SharePoint This lesson explains how to browse and manage PowerPivot workbooks in SharePoint Server 2010 and how to create new analytic experiences, schedule data refresh, and secure PowerPivot workbooks. Lesson 4: Monitoring PowerPivot in SharePoint This lesson describes how to monitor PowerPivot in SharePoint Server 2010 and how data in the PowerPivot server system can be captured for each service application (including event messaging, data refresh history, usage history) as well as use predefined reports based on the PowerPivot workbook available in the PowerPivot Management Dashboard. Lesson 5: Installing and Configuring the PowerPivot Add-In for SharePoint This lesson describes how to install and configure the PowerPivot add-in for SharePoint Server 2010 as well as post-installation configuration requirements, configuring the service application settings, and how to describe the PowerPivot application database Lab manual: PowerPivot (document) These are the instructions that were used with the virtual lab during the instructor-led course. The manual is supplemental material to be consumed as-is. The virtual lab is not available.

Day 1 Module 1: Business intelligence in SharePoint Server 2010


Day 2 Module 3: PerformancePoint Services in SharePoint Server 2010


Day 3 Module 5: Reporting Services

Defining Business Intelligence Introducing the Microsoft BI Platform

Introducing PerformancePoint Services Introducing PerformancePoint Services Development Creating PerformancePoint Services Solutions Monitoring Creating PerformancePoint Services Solutions Analytics Creating PerformancePoint Services Solutions Dashboard Assembly Configuring and Administering PerformancePoint Services Lab

Introducing Reporting Services Creating Report Libraries Publishing Data Sources and Datasets Self-Service Report Authoring with Report Builder 3.0 Embedding Reports into Web Part Pages Managing the Report Server Content Delivering Reports with Subscriptions Securing Reports and Report Server Content in SharePoint Configuring and Administering the Reporting Services Add-in for SharePoint Lab

Introducing the BI Service Applications

Introducing the BI Add-Ins

Introducing the BI Web Parts

Introducing the Developer Tools

Lunch Module 2: Excel Services in SharePoint Server 2010

Lunch Module 4: Visio Services in SharePoint Server 2010

Lunch Module 6: PowerPivot for SharePoint Introducing PowerPivot

Introducing Excel Services

Introducing Visio Services

Creating Reports in the Excel Client Publishing Excel Workbooks to SharePoint Embedding Excel Services Reports Programmatically Accessing Excel Workbooks Securing Excel Workbooks in SharePoint Configuring and Administering Excel Services Lab

Creating Data-Driven Diagrams in the Visio Client Embedding Visio Diagrams into Web Part Pages Configuring and Administering Visio Services Lab

Creating PowerPivot Workbooks Browsing and Managing PowerPivot Workbooks in SharePoint Monitoring PowerPivot in SharePoint Installing and Configuring the PowerPivot Add-In for SharePoint Lab