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MS55063 - Advanced SharePoint 2013 Business Intelligence (MS55063)

  • Overview
  • Who Should Attend
  • Certifications
  • Prerequisites
  • Objectives
  • Content
  • Schedule
Course Overview

Duration: 5 Days

This 5-day Instructor Led course How to use SharePoint as your platform for Business Intelligence.  Journey through the SharePoint Business Intelligence Center, Excel Services, Reporting Services, Analysis Service, Performance Point and PowerPivot to implement your BI Strategies and enable your decision makers to see data in new and dynamic ways!  Also included are Power* features like PowerView, PowerQuery, PowerMap and PowerBI. You will also be exposed to Big Data topics such as Hadoop, HDInsight and StreamInsight.  This course will take you down a path of building a BI environment from scratch to full interactive dashboards using the Microsoft BI Stack.

Who Should Attend

This course is intended for Sr. Business Intelligence Architects and Consultants, Sr. Business Analysts, anyone responsible for implementing BI with SharePoint.

Course Certifications

This course is part of the following Certifications:


Before attending this course, students must have:

  • Understanding of SharePoint 2013 User Interface, database reporting concepts and familiarity with Data Marts and Data Warehouses.


Course Objectives

The 2013 refresh of the popular 2010 BI course!  This course explores the new design of the Business Intelligence Center, changes in Excel Services and Office Web Apps, Business Connectivity Services and OData, Visio Services, Access Services 2013, PowerPivot, PowerBI, PowerView, PowerQuery and Power Maps, PerformancePoint and Bing Maps via the GeoLocation field.  A coverage of Big Data topics like Hadoop, HDInsight and StreamInsight are also included.

Course Content

Module 1: Overview

A simple introduction module.

After completing this module, students will be able to: 

  • Understand your course, classroom, classmates, facility and instructor.

Module 2: Business Intelligence

In this module, we review what Business Intelligence (BI) is and what the typical BI goals are. We also explore how Microsoft BI tools are enabling more advanced Business Intelligence features to filter down/up to the decision makers and Information Workers in general.


  • Why Business Intelligence?

Lab: Business Intelligence Worksheet

After completing this module, students will be able to:

  • Define Business Intelligence

  • Understand what P=R=C means to BI

  • Accept that empowering end users is a GOOD thing

  • Understand your BI will only be as good as your data, tools and processes

Module 3: Business Intelligence Center

In this module, we are going to explore the Business Intelligence Center site definition that comes with SharePoint.


  • Business Intelligence Center

Lab: Business Intelligence Center

After completing this module, students will be able to:

  • Navigate and describe the Business Intelligence Center Site Definition

  • Understand what a SharePoint Dashboard is

  • Understand what integration points are compatible with the Business Intelligence Center

Module 4: Data Mart & Data Warehouses and Master Data Services

In this module, we explore what data is and some of the many forms that it takes. We then explore and define the terms Data Warehouse and Data Mart. This module is important in that as we move through the remainder of the course, we will need to have data to manipulate and work with build our BI components.


  • Understanding Data and Data Formats

  • Building Data Marts & Data Warehouses

  • Master Data Services

Lab: Data & Data Formats

Lab: Build A Data Warehouse

Lab: Extract & Load

Lab: Transform & Load

Lab: Granularity

Lab: Build A Data Mart

Lab: Master Data Services

Module 5: Business Connectivity Services and Secure Store

In this module, we are going to take a look at the SharePoint Business Connectivity Services and the SharePoint Secure Store service and how they can help surface external data into SharePoint sites.


  • Business Connectivity Services

  • Secure Store

Lab: BCS Basics

Lab: BCS with Data Warehouse 

Lab: Office & BCS for BI

Lab: BCS and OData

After completing this module, students will be able to:

  • Describe what Business Connectivity is used for

  • Describe the new features in BCS 2013

  • Describe how BCS integrates with SharePoint features

  • How to work with security in BCS applications

  • How to change throttle limits of BCS

  • How to build new BCS applications

  • How security works in BCS

Module 6: Analysis Services, HDInsight and Stream Insight

In this module, we will explore the feature of SQL Server called Analysis Services (SSAS). When regular SQL queries can't handle your data, MDX queries in SSAS can. You will also learn about leading edge technologies like HDInsight and StreamInsight.


  • Analysis Services

  • HDInsight & Hadoop

  • StreamInsight

Lab: Analysis Services

Lab: Building An Analysis Services Database

Lab: Key Performance Indicators

Lab: Hadoop and Azure HDInsight

Lab: StreamInsight

After completing this module, students will be able to:

  • Describe OLAP terms

  • Understand how to navigate Analysis Services

  • How to build a simple cube

  • How to write simple MDX queries

  • How to use data mining models

  • Decribe Hadoops and HDInsight

  • How to install Hadoop locally

  • How to deploy HDInsight to Azure

  • Describe StreamInsight

  • Install and configure StreamInsight

  • Write StreamInsight queries

Module 7: Filter Web Parts

In this module we will explore Filter Web Parts and the important role they play in building Business Intelligence portals


  • Filter Web Parts

Lab: Filter Web Parts

After completing this module, students will be able to:

  • Describe what Filter Web Parts are

  • Work with Filter Web Parts

  • Understand how to integrate Filter Web Parts into other BI technologies

Modules 8: Excel, Excel Services and Excel Web App

In this module, we will explore and work with the various features of SharePoint's Excel Services. 


  • Excel Services

Lab: Create An Excel Report 

Lab: Excel Services

Lab: MDX

Lab: Sparklines

Lab: Filters & Excel Services

Lab: REST & Web Services

After completing this module, studetns will be able to:

  • Understand the difference between Excel Services and Office Web Apps

  • Setup and configure Excel Services

  • Setup Excel workbooks to use Shared Data Connections

  • Use the Excel Services Web Parts

  • Use Excel to modify MDX queries

  • Use Excel to create sparklines

  • Use Excel Services REST-ful APIs

Module 9: PowerPivot, Tabular Data Sources

In this module we explore the PowerPivot tools of SQL Server and Excel and how they integrate with SharePoint. You will also gain knowledge of a new SQL Server tool called Master Data Services


  • PowerPivot For Excel

  • PowerPivot For SharePoint

Lab: Use PowerPivot

Lab: Integrate Power Pivot and SharePoint 

Lab: Tabular Models

Lab: Import PowerPivot to SSAS

After completing this module, students will be able to:

  • Install PowerPivot on SQL Server and SharePoint 

  • Configure PowerPivot SharePoint integration

  • Create PowerPivot enabled spreadsheets

  • Understand the DAX Syntax

  • Utilize common DAX functions and tools

  • Describe Tabular Models in SASS

  • Create Tabular Models in SASS

Module 10: Reporting Services

In this module, we will explore Reporting Services, its integration with SharePoint and how to build Reporting Services reports.


  • Reporting Services

  • Report

Lab: Install Reporting Services

Lab: Building Reports with Reporting Services

Lab: Automating Reports with Reporting Services

Lab: Reporting Services and PowerPivot

After Completing this module, students will be able to:

  • Describe the new features of Reporting Services 2013

  • Understand and describe the integration between reporting services and SharePoint

  • Build Reporting Services reports

  • Use the Reporting Services web part

  • Create Report and Report Part Libraries

  • Integrate Reporting Services and PowerPivot

Module 11: Power View, Power Query and Power BI

In this module, we explore the new Microsoft BI Stack components available which include PowerView, PowerQuery and PowerBI.


  • Power View

  • Power Query

  • Power BI

Lab: Use Power View

Lab: Use Power Query

Lab: Use Power BI

After completing this module, students will be able to:

  • Describe Power View, Power Query, and Power BI features

  • Create Power View reports

  • Deploy Power View reports to SharePoint

  • Create Power Query reports

  • Utilize Power BI for report delivery

  • Describe how Power BI works with Office 365

  • Set-up a Power BI 0365 Instance

  • Install and configure the Power BI Windows 8 App

Module 12: Performance Point

In this module, we will explore Performance Point and how it supercharges your BI Dashboards and Key Performance Indicators.


  • Performance Point

Lab: Performance Point

After completing this module, students will be able to:

  • Describe features and benefits of Performance Point

  • Use the new Performance Point Dashboard designer to build reports

  • Create Performance Point Scorecards and KPIs

  • Use Time Intelligence features in your BI solutions

Module 13: Visio & Access Services

In this module, we will explore Visio and Access Services and how to integrate it into your Report process,


  • Visio Services

  • Access Services

Module 14: GeoSpatial Data, GeoLocation and Power Map

In this module, we will explore how to store GeoSpatial data in SQL Server, how to use the new GeoLocation column, the new Power Map add-in for Excel and how to use continue to use the.NET Charts feature from 2010.


  • GeoSpatial Data

  • GeoLocation, Bing Maps and Charts

  • Power Map

Lab: GeoSpatial Data with SQL Server

Lab: Bing Maps and GeoLocation column

Lab: Use Power Map

Lab: Use Power MAp and Power Query

Lab: NET Charts

After completing this module, students will be able to:

  • How to build geospatial maps using BI data

  • How to use the new GeoLocation column in SharePoint list data

  • Create and use GeoLocation columns

  • Create a Map View

  • Explore SharePoint Store Map Apps

  • How to install Power Map Excel add-in

  • Create Power Map reports

  • Create Power Map and Power Query reports


Course ID: MS55063

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