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SharePoint for Business Intelligence

3 Days Classroom Session   |  
3 Days Live Online
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This course can be tailored to your needs for private, onsite delivery at your location.

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Professional Credits


ASPE is an IIBA Endorsed Education Provider of business analysis training. Select Project Delivery courses offer IIBA continuing development units (CDU) in accordance with IIBA standards.


Select courses offer Leadership (PDU-L), Strategic (PDU-S) and Technical PMI professional development units that vary according to certification. Technical PDUs are available in the following types: ACP, PBA, PfMP, PMP/PgMP, RMP, and SP.

This course offers:
    21.00 PMP/PgMP Technical PDUs


This 3-day course will teach how to use SharePoint as your business intelligence platform. You'll learn how to implement solutions using the SharePoint Business Intelligence Center, Excel Services, SQL Reporting Services, Analysis Services, PerformancePoint, PowerPivot, Power View, Business Connectivity Services, and the KPI and chart web parts.

Companies today generate enormous amounts of valuable information, but often have poor reporting capabilities – inhibiting the sharing of key information. This course will teach you how to provide executives, managers and your entire staff with insights into your data through state-of-the-art business intelligence solutions built on the SharePoint platform. Business intelligence has never been more accessible and capable before! This courses teaches you everything you need to know to implement business intelligence solutions using Excel Services, SQL Reporting Services, Analysis Services, PerformancePoint, Power View, PowerPivot and other web parts and tools that are part of the SharePoint platform. Make better decisions and provide strategic information to the entire organization with the solutions you build.

This class is designed for SharePoint 2013, SharePoint 2016 and SharePoint 365 users. Labs are conducted in SharePoint 2016.

Need help with your SharePoint problems? Talk with one of our SharePoint Experts today!

Understand SharePoint full feature set of Business Intelligence Features
Learn what Excel Services provides and how to build Excel Services solutions
Integrate SQL Reporting Services with SharePoint to build dynamic reports and share information
Surface Analysis Services cubes via SharePoint BI features
Implement scorecards, dashboards, and KPIs using PerformancePoint
Understand the capabilities of PowerPivot and how to analyze data with PowerPivot
Integrate data from many different external data sources utilizing Business Connectivity Services
Implement out-of-box BI web parts such as the KPI and chart web parts
Build interactive dashboards that support filtering, reports, KPIS, scorecards, and more
Learn best practices for implementing effective, high-performing BI solutions
Upcoming Dates and Locations
All Live Online times are listed in Eastern Time Guaranteed To Run

There aren’t any public sessions currently scheduled for this course, but if you fill out the form below, we can tell you about how we can bring this course to you!

Course Outline

Part 1: What is Business Intelligence

  1. What Is Business Intelligence
    • Who is your Audience?
    • Where is your Data?
    • How Do I Present My Data?
  2. What's New in Business Intelligence
  3. Server Requirements
  4. Licensing Options and Requirements

Part 2: The Business Intelligence Center

  1. Understanding the SharePoint Hierarchy
  2. Purpose and Functionality of the Business Intelligence Center
  3. Overview of BI Option in SharePoint
    • SSRS
    • Power View
    • KPI and Chart Web Parts
    • Excel Services
    • PowerPivot
    • Visio Services
    • PerformancePoint
    • Business Connectivity Services
  4. Data Security Overview
    • Managed Accounts
    • Unattended Service Account
    • Office Authentication Options

Part 3: SQL Reporting Services

  1. Introduction to SQL Reporting Services
  2. SSRS Integration with SharePoint
  3. Developing Reports with Report Builder
    • Defining Data Sources and Data Sets
    • Report Design: Basics
    • Report Design: Adding Interactivity and Parameters
  4. Deploying and Managing Reports
    • Administering Reporting Services
    • Report Caching and Execution
    • Managing Snapshots and Report History
    • Utilizing SharePoint SSRS Web Part

Part 4: Power View

  1. Introduction to Power View
  2. Power View Designer and Components
  3. Filtering, Highlighting and Slicers

Part 5: KPI web part, Filter web part & Chart web part

  1. Key Performance Indicators
  2. Charts
  3. Filters

Part 6: Excel Services

  1. Introduction to Excel Services
  2. Developing Excel Services Reports
    • Data Sources
    • Displaying Data
  3. Deploying Excel Services Reports
  4. Administer Excel Services
    • Creating an Excel Services Application
    • Enabling Excel Services
    • Configuring Excel Services

Part 7: PowerPivot

  1. Introduction to PowerPivot
  2. Creating a PowerPivot Gallery
  3. Developing a PowerPivot Report
  4. Enabling and Configuring Data Refreshes

Part 8: Visio Services

  1. Introduction to Visio Services
  2. Developing Visio Services Diagrams
  3. Deploying Visio Services Diagrams
  4. Administer Visio Services
    • Creating a Visio Services Application
    • Enabling Visio Services
    • Configuring Security, Reporting, and Caching

Part 9: PerformancePoint Services

  1. Introduction to PerformancePoint
  2. Developing Analytics Reports
  3. Developing Scorecards
  4. Developing Dashboards
  5. Administer PerformancePoint Services
    • Enabling PerformancePoint Services
    • Configuring Security, Reporting, and Caching Options

Part 10: Business Connectivity Services

  1. Introduction to Business Connectivity Services
  2. Configuring External Data Connections with SharePoint Designer
  3. Administer Business Connectivity Services

Part 11: Summary

  1. Choosing the Right Tool for the Job


Hands-On Exercises:

Exercise 1: The Business Intelligence Center

  • Configure a Business Intelligence Center
  • Creating SharePoint Pages and using Web Parts

Exercise 2: SQL Reporting Services

  • Developing Reports with Report Builder
  • Build Interactive Dashboard with SSRS and SharePoint

Exercise 3: Power View

  • Creating basic Power View Reports
  • Analyzing Data with Power View

Exercise 4: KPI web part, Filter web part & Chart web part

  • Filtering SSRS Dashboards with Filter Web Parts
  • Displaying a KPI Status List in SharePoint
  • Using the Chart Web Part

Exercise 5: Excel Services

  • Sales Dashboard using Excel and Excel Services
  • PowerPivot
  • Creating a PowerPivot Report
  • Visio Services
  • Creating a Visio Diagram utilizing Visio Services

Exercise 6: PerformancePoint Services

  • Develop PerformancePoint Reports, Scorecards, and Dashboards

Exercise 7: Business Connectivity Services

  • Integrating external database data into SharePoint
Who should attend

Basic understanding of the SharePoint user interface and a basic understanding of database reporting tools. This course will benefit:

  • Analysts
  • Database Administrators
  • Project Managers
  • Senior Business Intelligence Architects and Consultants
  • Senior Business Analysts
  • SharePoint Developers and Administrators
  • Anyone responsible for implementing BI with SharePoint
Bonus Materials

The SharePoint Institute is an organization dedicated to the advancement of SharePoint professionals through real-world business application certificates. This course has been reviewed and approved by the SharePoint Institute as an approved training course for the SharePoint Business Intelligence Certificate. Attendees will have the opportunity to take the SharePoint Business Intelligence Assessment at the end of class, however, the exam is not required for completion of ASPE's training course.

This class is for SharePoint 2013, 2016, and Office 365 Users.


Although it is not mandatory, students who have completed the self-paced Introduction to SharePoint for End Users eLearning course have found it very helpful when completing this course.


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