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PowerPivot and Report Builder Combo Pack (55058)

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About this Course

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.

Audience Profile

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.

At Course Completion

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.

Prerequisites

Before attending this course, students must have:
  • Experience with Excel 2007 or higher.
  • An understanding of PivotTables.
  • A basic understanding of relational databases.

Course Outline

Module 1: Course Overview

Lessons

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

Lab : Course Overview

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: PowerPivot

In this module we will explore PowerPivot and its analytical capabilities. PowerPivot is a data analysis add-on for Microsoft Excel that allows large amounts of data to be collected, aggregated, and analyzed in one workbook. Sound powerful? It is! We’ll cover everything you need to know to get you up, running, and analyzing.

Lessons

  • Best Things That PowerPivot Brings to Excel
  • What Will PowerPivot Do for the Analyst?
  • Introduction to PivotTables (Optional)
  • PowerPivot Versions
  • New 2013 PowerPivot Features
  • VLOOKUP Not Required (Use Relationships)
  • Architectural Changes in Excel 2013
  • PowerPivot and Excel 2013
  • PowerPivot and SharePoint
  • Enterprise Business Intelligence and PowerPivot
  • Importing Data
  • Data Models
  • Relationships
  • Simple PivotTable Reports
  • Calculated Columns and Calculated Fields
  • Refreshing Data
  • Calculations
  • SharePoint Sharing

Lab : PowerPivot

  • Pivot Tables (Optional)
  • PowerPivot User Interface
  • Importing Data
  • Importing Large Datasets
  • Importing Data with a Query
  • Creating Relationships
  • Creating a Cascading Relationship
  • Creating a Relationship Between Tables From Different Sources
  • Hiding Columns, Change Data Type, Sorting, and Filtering
  • Calculated Column and Calculated Field
  • Add a Calculated Field From the PivotTable
  • Filter Context Using One Table
  • Row Context and Dynamic Selection
  • FILTER Function
  • CALCULATE Function
  • Build a Date Table
  • Relate a Table to an Excel Calendar Table
  • Time Intelligence
  • Perspectives
  • Hierarchies
  • KPIs
After completing this module, 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.

Module 3: Power View

In this module we will cover Power View and the reporting that can be created. From tables to charts and sharing on SharePoint, this module will have you ready to visualize your date in a variety of ways.

Lessons

  • Report Design Principles
  • New 2013 Power View Features
  • Microsoft Power View User Interface
  • Tables
  • Charts
  • BI Semantic Models
  • Saving and Sharing

Lab : Power View

  • Power View
After completing this module, students will be able to:
  • Navigate and successfully use Power View.
  • Create a table.
  • Create a chart.
  • Save and share their work.

Module 4: 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. Permissions and roles will be addressed and the included library and list apps will be explained.

Lessons

  • Quick Architecture
  • New 2013 SharePoint Central Administration
  • New 2013 Business Intelligence Center
  • Permissions and Roles
  • Included Document Library and List Apps
  • Create Custom Apps (Libraries) for Visualizations or Workbooks

Lab : SharePoint 2013 Business Intelligence Center

  • Central Administration Tour and Web Application Creation
  • Introduction to the Business Intelligence Center
  • Permissions and Sharing
  • SharePoint 2013 Business Intelligence Center Create Apps
After completing this module, students will be able to:
  • 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.

Module 5: 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 : 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 6: Report Builder 3.0 Wizards

This module explains the wizards.

Lessons

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

Lab : Report Builder 3.0 Wizards

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

Module 7: 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 : 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 8: Report Builder 3.0 Graphics

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

Lessons

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

Lab : 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
After completing this module, students will be able to:
  • 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 maps.
  • Create a report with gauges.

Module 9: 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 : 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:
  • Create subreports.
  • Use drill through.
  • Create a report that allows interaction.
  • Reuse Report Parts.
  • Use Time Intelligence.

Module 10: 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 : Report Builder 3.0 Tips and Tricks

  • Dozens of Step-By-Step Examples for Report Situations
After completing this module, students will be able to:
  • Use the tips and tricks.