55038 : PowerPivot and Report Builder Combo Pack

This four-day instructor-led course concentrates on PowerPivot and Power View in Excel 2013. The attendees will learn how to surface the workbooks and visualizations using the Business Intelligence Center in SharePoint 2013.

As far as possible each of the modules is stand-alone allowing for customization of the course for those audiences that may not have an interest in a certain service.

This 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 is intended for analysts, business intelligence (BI) developers and IT professionals that will be involved with the design, development, and maintenance of Excel workbooks utilizing PowerPivot and Power View 2013 to be surfaced on SharePoint.This course is also 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.

Before attending this course, students must have:

  • Experience with Excel 2007 or higher.
  • An understanding of PivotTables.
  • A basic understanding of relational databases.

After completing this course, students will be able to:

  • Use PowerPivot within Excel to import a table from SQL Server.
  • Use PowerPivot within Excel to import large datasets.
  • Use PowerPivot within Excel to import with a query.
  • Create relationships between tables.
  • Create a cascading relationship.
  • Create a relationship between two tables from different sources.
  • Hide columns they don’t want reflected in the resulting PivotTable.
  • Change data types.
  • 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.
  • Create a PivotTable within an existing worksheet.
  • Add a calculated field to a table from the PivotTable.
  • Use the FILTER function.
  • Use the CALCULATE function.
  • Build a date table in excel.
  • Relate a table to the date table created in Excel.
  • Create and configure perspectives.
  • Create and configure hierarchies.
  • Create and configure KPIs.
  • Navigate and successfully use Power View.
  • Create a table.
  • Create a chart.
  • Save and share their work.
  • Explore the options and settings available within the new SharePoint 2013 Central Administration.
  • Access and review the Secure Store.
  • Create a new web application and business intelligence site while exploring the features of both.
  • Create custom apps to store visualizations and/or workbooks in SharePoint 2013 Business Intelligence Center.
  • 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.

Module 1: Course Overview

Module 2: PowerPivot

Module 3: Power View

Module 4: SharePoint 2013 Business Intelligence Center

Module 5: Introduction to Report Builder 3.0

Module 6: Report Builder 3.0 Wizards

Module 7: Report Builder 3.0 Basic Reports

Module 8: Report Builder 3.0 Graphics

Module 9: Intermediate Reports

Module 10: Report Builder 3.0 Tips and Tricks