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MS-55103 - Creating and Sharing Interactive Dashboards with PowerPivot, Power View, and SharePoint Server

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Duration: 2 Days

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Course Information

Course Description

​In this course students will learn how to create and share interactive dashboards using Excel PowerPivot, Power View and SharePoint. Students will walk through the development of a dashboard project with the steps, concepts, formulas, and functions that are used explained in detail. 

Course Objectives

​After completing this course, students will be able to: 

  • Understand how to develop multiple dashboards.
  • Understand how to change deployed dashboards.
  • Understand how to provide interactive help for dashboards.
  • Understand how to monitor dashboard utilization.
  • Understand how to control dashboard updates.
  • Understand how to import data.
  • Understand how to relate data.
  • Understand how to enrich data.
  • Understand how to use time calculations.
  • Source data.
  • Understand tabular data.
  • Understand visual data.
  • Understand linked tables.
  • Create a dashboard.
  • Understand how to add drillthrough.
  • Understand visualizations in Power View.
  • Add interactivity.
  • Understand how to deploy to SharePoint.
  • Understand automatic data refresh.
  • Share using SharePoint Excel Services.

Course Audience

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

Course Outline

​Module 1: Course Overview

Lessons 

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

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

Lessons 

  • Develop Multiple Dashboards
  • Change Deployed Dashboards
  • Provide Interactive Help For Your Dashboards
  • Monitor Dashboard Utilization
  • Control Dashboard Updates

After completing this module, students will be able to: 

  • Understand how to develop multiple dashboards.
  • Understand how to change deployed dashboards.
  • Understand how to provide interactive help for dashboards.
  • Understand how to monitor dashboard utilization.
  • Understand how to control dashboard updates.

Module 3: Sourcing the Data

Lessons 

  • Importing Data
  • Relating Data
  • Enriching Data
  • Time Calculations

Lab: Sourcing the Data

  • Sourcing the Data

After completing this module, students will be able to: 

  • Understand how to import data.
  • Understand how to relate data.
  • Understand how to enrich data.
  • Understand how to use time calculations.
  • Source data.

Module 4: Creating the Excel Dashboard

Lessons 

  • Tabular Data
  • Visual Data
  • Linked Tables

Lab: Creating the Excel Dashboard

  • Create the Dashboard

After completing this module, students will be able to: 

  • Understand tabular data.
  • Understand visual data.
  • Understand linked tables.
  • Create a dashboard.

Module 5: Adding Interactivity

Lessons 

  • Adding Drillthrough
  • Visualizations with Power View

Lab: Adding Interactivity

  • Adding Interactivity

After completing this module, students will be able to: 

  • Understand how to add drillthrough.
  • Understand visualizations in Power View.
  • Add interactivity.

Module 6: Sharing with SharePoint Excel Services

Lessons 

  • Deploy to SharePoint
  • Automatic Data Refresh

Lab: Sharing with SharePoint Excel Services

  • Sharing with SharePoint Excel Services

After completing this module, students will be able to: 

  • Understand how to deploy to SharePoint.
  • Understand automatic data refresh.
  • Share using SharePoint Excel Services.

Course Prerequisites

​Before attending this course, students must have: 

  • Experience installing PC hardware and devices. 
  • Basic understanding of TCP/IP and networking concepts. 
  • Basic Windows and Active Directory knowledge. 
  • The skills to map network file shares.
  • Experience working from a command prompt. 
  • Basic knowledge of the fundamentals of applications. For example, how client computer applications communicate with the server. 
  • Basic understanding of security concepts such as authentication and authorization. 
  • An understanding of the fundamental principles of using printers.
Course Schedule
This course is not scheduled yet.

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Great instructor, I learned much more than I expected - also great selection of snacks and drinks.
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