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Creating and Sharing Interactive Dashboards with PowerPivot, Power View and SharePoint Server

  • Tuition USD $1,090 Save $109
  • Reviews star_rate star_rate star_rate star_rate star_half 347 Ratings
  • Course Code 55103
  • Duration 2 days
  • Available Formats Classroom

The short description is: In this course students will learn how to create and share interactive dashboards using Excel PowerPivot, PowerView and SharePoint. Students will walk through the development of a dashboard project with the steps, concepts, formulas and functions explained in detail.

Skills Gained

  • Understand best practices for success in business intelligence.
  • Understand how to choose between tables or graphs and what makes each unique.
  • Understand key performance indicators.
  • Explain and avoid pitfalls in dashboard design.
  • Understand what makes an effective dashboard.
  • Import data into the model.
  • Create relationships between tables in the data model.
  • Mark a table as a date table.
  • Create calculated fields.
  • Create a KPI in PowerPivot.
  • Add pivot tables from PowerPivot.
  • Add pivot charts from PowerPivot.
  • Enhance the dashboard with a linked table.
  • Format dashboards with color.
  • Understand the options provided with Power View.
  • Use maps with Power View.
  • Save to SharePoint.

Who Can Benefit

This course is targeted at business intelligence developers and Power Users that are currently, or are in process of, developing Excel dashboards.

Prerequisites

  • None

Course Details

Outline


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: Dashboard Principles
In this module we will explore the elements needed for effective and efficient dashboard building. We will cover best practices for success in business intelligence, and also examine visualization types, along with the pros and cons associated with each, and common pitfalls, so you'll know what to avoid when designing dashboards.
Lessons
  • Best Practices for Success in Business Intelligence
  • It Is All in the Numbers
  • Tables or Graphs
  • Types of Graphs
  • Key Performance Indicators
  • Pitfalls in Dashboard Design
  • Group Exercise and Discussion

Lab 1: Dashboard Principles
  • None
After completing this module, students will be able to:
  • Understand best practices for success in business intelligence.
  • Understand how to choose between tables or graphs and what makes each unique.
  • Understand key performance indicators.
  • Explain and avoid pitfalls in dashboard design.
  • Understand what makes an effective dashboard.

Module 3: Sourcing the Data
In this module we will explore importing data, creating relationships, and utilizing date tables. We will also create and configure calculated columns, calculated fields, and KPIs.
Lessons
  • Importing the Data
  • Relating the Data in the Model
  • Date Table
  • Enriching the Data

Lab 1: Sourcing the Data
  • Importing Data into the Model
  • Relating Tables in the Data Model
  • Mark a Table as a Date Table
  • Creating Calculated Fields
  • Creating a KPI in PowerPivot
After completing this module, students will be able to:
  • Import data into the model.
  • Create relationships between tables in the data model.
  • Mark a table as a date table.
  • Create calculated fields.
  • Create a KPI in PowerPivot.

Module 4: Creating the Excel Dashboard
In this module we will create an Excel dashboard. We will explore how to create and configure pivot tables and pivot charts using PowerPivot, and well also cover how to create a custom table, add that table to the data model, and configure the results to format conditionally.
Lessons
  • Adding the Pivot Tables from PowerPivot
  • Adding the Pivot Charts from PowerPivot
  • Enhancing the Dashboard with a Linked Table
  • Formatting with Color

Lab 1: Creating the Excel Dashboard
  • Adding Pivot Tables from PowerPivot
  • Adding Pivot Charts from PowerPivot
  • Enhancing the Dashboard with a Linked Table
  • Formatting with Color
After completing this module, students will be able to:
  • Add pivot tables from PowerPivot.
  • Add pivot charts from PowerPivot.
  • Enhance the dashboard with a linked table.
  • Format dashboards with color.

Module 5: Adding Power View Maps and Sharing
In this module we will explore Power View. We will explain the interface and cover the tables and charts available. Lastly we will demonstrate how to share your dashboards using SharePoint.
Lessons
  • Power View in Excel 2013
  • Power View User Interface
  • Tables
  • Charts
  • Maps
  • Sharing Dashboards

Lab 1: Adding Power View Maps and Sharing
  • Using Maps with Power View
  • Saving to SharePoint
After completing this module, students will be able to:
  • Understand the options provided with Power View.

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

What if I have training credits?

ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Lunchtime?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

I was really happy with the overall experience of attending a remote course through ExitCeritfied.

very good... also gave relevant examples to our current business requirements.

ExcitCertified(Tech Data) was great and I enjoyed my experience with them. Looking forward to taking more courses with them!

The software installation instructions needs to be more clear. We spent a lot time on installing and setting up the environment.

Its really nice to have the snacks available everyday. The staff is courteous and professional.

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