882378-05BC Microsoft Business Intelligence Bootcamp | Microsoft Training, MS Dynamics NAV, CRM, GP, AX, Business Central

This three-day instructor-led course is aimed at database professionals who manage Business Intelligence (BI) operations. This course looks at various options that provide the ability of business users to analyze data and share their findings, starting with managed BI data sources and expanding to personal and external/public data sources.

Audience Profile

The primary audience for this course are business intelligence professionals.

The secondary audiences for this course are technically proficient business users.

At Course Completion

After completing this course, students will be able to:

Describe key features of a self-service BI solution
Describe the key capabilities of SQL Server BI in a SharePoint environment
Describe common Analysis Services operational tasks
Describe PowerPivot for SharePoint server
Describe Power Query
Describe Windows Azure HDInsight

Course Outline

Module 1: Introduction to Microsoft SQL Server BI Solution

This module introduces key features of a self-service BI solution.

Lessons

Overview of self-service BI
Considerations of self-service BI
Microsoft tools for self-service BI

Lab : Exploring an enterprise BI solution

After completing this module, you will be able to:

Describe the concept of self-service BI
Explain when you would use self-service BI
Describe the Microsoft tools for self-service BI

Module 2: SQL Server BI Features with Microsoft SharePoint

This module describes the key capabilities of SQL Server BI in a SharePoint environment.

Lessons

Capabilities of Power BI with SharePoint
SharePoint with analysis services
SharePoint with reporting services
Deploying SQL server BI in a SharePoint environment

Lab : Design a SQL Server BI infrastructure

After completing this module, you will be able to:

Describe the capabilities of Power BI with SharePoint
Describe the use of SharePoint with analysis services
Describe the use of SharePoint with reporting services
Deploy SQL Server in a SharePoint environment

Module 3: Operating Analysis Services

This module describes common analysis services operational tasks.

Lessons

Configuring an analysis services server
Tuning an analysis services server
Analysis services security
Analysis services high availability and disaster recovery

Lab : Configuring analysis services

After completing this module, you will be able to:

Configure the analysis services server
Tune the analysis services server
Describe the analysis services security
Implement analysis services high-availability and disaster recovery

Module 4: Supporting Analysis Services

This module introduces PowerPivot for SharePoint server.

Lessons

Testing analysis services cubes
Tuning analysis services
Maintaining analysis services

Lab : Supporting Analysis Services

After completing this module, you will be able to:

Test analysis services
Tune analysis services
Maintain analysis services

Module 5: Operate and Support Reporting services

This module introduces users to Power Query. They will use this more in subsequent modules.

Lessons

Installing a native mode report server
Installing reporting services with SharePoint
Reporting services with Microsoft Azure virtual machines
Reporting services errors

Lab : Installing reporting services

After completing this module, you will be able to:

Install a native mode reporting server
Install reporting services with SharePoint
Implement reporting services with Microsoft Azure virtual machines
Describe reporting services errors

Module 6: Share PowerPivot Workbooks in SharePoint Server

This module introduces PowerPivot for SharePoint.

Lessons

PowerPivot for SharePoint
Install and configure PowerPivot for SharePoint

Lab : Install PowerPivot for SharePoint

After completing this module, you will be able to:

Describe the capabilities of PowerPivot for SharePoint
Install and Configure PowerPivot for SharePoint

Module 7: Operate and Support Power BI

This module introduces Windows Azure HDInsight.

Lessons

Power BI desktop
PowerBI.Com
Mobile Power BI

Lab : Using Power BI

After completing this module, you will be able to:

Install and Configure Power BI desktop
Implement Power BI dashboards
Describe mobile power BI

Prerequisites:

In addition to their professional experience, students who attend this training should already have the following technical knowledge:

Some basic knowledge of data warehouse schema topology (including star and snowflake schemas)
Some exposure to basic programming constructs (such as looping and branching)
An awareness of key business priorities such as revenue, profitability, and financial accounting is desirable.

·Familiarity with SharePoint Server and Microsoft Office applications – particularly Excel

55123 - Writing Reports with Report Builder and SSRS Level 1

About This Course

In this 2-day course, students will continue their learning on the foundations of report writing with Microsoft® SQL Server® Report Builder and SSRS. The focus will be on report writing by connecting to a database and manipulating the data for presentation including: creating table and matrix reports, formatting reports, grouping report data, creating simple and complex expressions, displaying aggregated data, sorting and filtering data, charting data, and preparing reports for printing and exporting. Report Builder 3.0 is available for Microsoft® SQL Server® versions 2014, 2012, and 2008 R2.

Audience Profile

The primary audience for this course are persons who are new to reporting with Microsoft® SQL Server® Report Builder and SSRS, persons who are transitioning from another reporting software application, and persons who are existing Report Builder and SSRS report authors.

The secondary audience for this course are persons who are using Report Designer (SSRS).

Course participants may be business analysts, programmer analysts, data analysts, database administrators, or IT professionals and may or may not have experience with Microsoft® SQL Server® Report Builder and SSRS, programming (Visual Basic), and/or Transact-Structured Query Language (T-SQL) experience.

At Course Completion

Navigate the Report Builder Environment.
Create table reports.
Format reports.
Create basic and complex expressions.
Group report data.
Create matrix reports.
Sort and filter data.
Summarize data with charts.
Print and export reports.

Course Details:

Module 1: Exploring the Report Builder Environment

This module introduces the Report Builder application and its features. You will explore the Ribbon and its Tabs, Command groups, and Commands, the available Window panes for creating and manipulating reports, and the report design surface using Design and Run modes.

Lessons

Introducing the Report Builder Environment
Working with Existing Reports

Lab 1: Exploring the Report Builder Application

Navigating the Ribbon and Window panes
View Existing Reports in Design and Run modes

After completing this module, students will be able to:

Describe and navigate the graphical elements of the Report Builder application.
Work with existing reports and navigate between Design and Run modes.

Module 2: Adding Data to Table Reports

This module introduces how to populate a report with data and display that data in a table data region on the report. We will begin with defining the data source and continue with query building through data sets to bring data into the report. Next, we will explore the elements of the tablix data region including rows, columns, cells, handles, and field choosers, you will use in displaying your data.

Lessons

Create Report Data Sources
Create Report Datasets
Work with the Tablix Data Region
Create a Table Report

Lab 1: Creating Table Reports

Create Queries Using the Report Builder Query Designer
Create a Table Report Using a Single Table
Create Table Relationships Using Query Designer
Create a Table Report Using Multiple Tables

After completing this module, students will be able to:

Create report data sources.
Create report datasets.
Work with the tablix data region.
Create a table report

Module 3: Formatting Data and Creating Expressions in Reports

This module introduces report formatting techniques which allow a report writer to control how and where data displays in the report. Additional data may also be required and this can be accomplished by adding data from a source or adding a calculated field to the dataset. Simple and complex epressions will also be introduced in this topic.

Lessons

Formatting Reports
Sorting and Filtering Report Data
Adding Data to a Dataset
Creating Simple Expressions
Creating Complex Expressions

Lab 1: Formatting Reports

Format Tablix Columns
Format Data in a Tablix Cell Using Properties
Format Data in a Tablix Cell Using Simple and Complex Expressions
Sort Data Using Expressions
Use Simple and Complex Expressions to Display Data in a Tablix

After completing this module, students will be able to:

Format data in a report using the Report Builder Properties dialog boxes.
Add data to a report and make changes to column names in the dataset query.
Format data in a report using simple and complex expressions.
Display data in a report using simple and complex expressions.

Module 4: Grouping Report Data

This module introduces data groupings in reports using dataset fields and using expressions. This module also discusses group hierarchies and adding aggregates to summarize grouped data.

Lessons

Group Data in Reports
Group Data Using an Expression
Creating Subgroups and Group Aggregates

Lab 1: Creating Reports with Groups and Aggregates

Display Grouped Data in a Report
Create a Group Hierarchy in a Report
Group Data Using a Complex Expression
Add Aggregates to Tablix Rows
Configuring a Reference Image

After completing this module, students will be able to:

Group data in reports using fields.
Group data in reports using expressions.
Create group hierarchies.
Aggregate grouped data in a report.

Module 5: Matrix Reports

This module introduces matrix data regions which are used in reports to control how crosstabular data can be used. While table reports rely on rows and columns, matrix reports rely on row groupings, column groupings, and aggregated values.

Lessons

Creating and Modifying Matrix Data Regions
Creating and Modifying Column Groups

Lab 1: Creating Matrix Reports

Create Matrix Reports
Create Column Groups
Use Expressions to Sort Group Data
Use Expressions to Display Group Names
Create Matrix Reports with Group Hierarchies

After completing this module, students will be able to:

Describe the key features of using a matrix in a report.
Create and modify matrix reports.
Define column group hierarchies.
Use expressions to define matrix headings and sort orders.

Module 6: Charts

This module introduces the ability to create and add charts to reports. Whether through wizard or individual effort, chart reports or charts as report components allow us to visualize data with or without the details.

Lessons

Create and Modify Chart Wizard Reports
Add Charts to Existing Reports
Modify Charts in Reports

Lab 1: Creating Charts and Chart Reports

Create a Chart Wizard Report
Add a Chart to an Existing Report
Format Chart Elements
Use Expressions in Charts

After completing this module, students will be able to:

Describe the key features of charts.
Create charts using the Chart Wizard and the Ribbon.
Modify chart data and the formatting of chart elements.
Use expressions in charts.

Module 7: Printing and Exporting Reports

This module introduces report printing and exporting. Reports can be created for electronic display, paper display, or display in another application. This module covers the basics of those three scenarios.

Lessons

Print Features and Print Options
Export Reports

Lab 1: Printing and Exporting Reports

Exploring Page Layout view, Report Formatting, and Page Setup Options
Exporting Reports

After completing this module, students will be able to:

Describe the key features of electronic reporting vs. print reporting.
Prepare a report for paper printing.
Export reports in supported formats.

20778 - Analyzing Data with Power BI

About This Course

The main purpose of the course is to give students a good understanding of data analysis with Power BI. The course includes creating visualizations, the Power BI Service, and the Power BI Mobile App.

Audience Profile

The course will likely be attended by SQL Server report creators who are interested in alternative methods of presenting data.

At Course Completion

After completing this course, students will be able to:

Perform Power BI desktop data transformation.
Describe Power BI desktop modelling.
Create a Power BI desktop visualization.
Implement the Power BI service.
Describe how to connect to Excel data.
Describe how to collaborate with Power BI data.
Connect directly to data stores.
Describe the Power BI developer API.
Describe the Power BI mobile app.

Course Outline

Module 1: Introduction to Self-Service BI Solutions

Introduces business intelligence (BI) and how to self-serve with BI.

Lessons

Introduction to business intelligence
Introduction to data analysis
Introduction to data visualization
Overview of self-service BI
Considerations for self-service BI
Microsoft tools for self-service BI

Lab : Exploring an Enterprise BI solution

Viewing reports
Creating a Power BI report
Creating a Power BI dashboard

After completing this module, students will be able to:

Describe the trends in BI
Describe the process of data analysis in Power BI.
Use the key visualizations in Power BI.
Describe the rationale for self-service BI.
Describe considerations for self-service BI.
Understand how you can use Microsoft products to implement a BI solution.

Module 2: Introducing Power BI

This module introduces Power BI desktop, and explores the features that enable the rapid creation and publication of sophisticated data visualizations.

Lessons

Power BI
The Power BI service

Lab : Creating a Power BI dashboard

Connecting to Power BI data
Create a Power BI dashboard

After completing this module, students will be able to:

Develop reports using the Power BI Desktop app.
Use report items to create dashboards on the Power BI portal.
Understand the components of the Power BI service including licensing and tenant management.

Module 3: Power BI

At the end of this module students will be able to explain the rationale and advantages of using Power BI.

Lessons

Using Excel as a data source for Power BI
The Power BI data model
Using databases as a data source for Power BI
The Power BI service

Lab : Importing data into Power BI

Importing Excel files into Power BI
Viewing reports from Excel files

After completing this module, students will be able to:

Describe the data model and know how to optimize data within the model.
Connect to Excel files and import data
Use on-premises and cloud Microsoft SQL Server databases as a data source, along with the R script data connector
Take advantage of the features of the Power BI service by using Q&A to ask questions in natural query language, and create content packs and groups.

Module 4: Shaping and Combining Data

With Power BI desktop you can shape and combine data with powerful, buil-in tools. This module introduces the tools that are available for preparing your data, and transforming it into a form ready for reporting.

Lessons

Power BI desktop queries
Shaping data
Combining data

Lab : Shaping and combining data

Shape power BI data
Combine Power BI data

After completing this module, students will be able to:

Perform a range of query editing skills in Power BI
Shape data, using formatting and transformations.
Combine data together from tables in your dataset.

Module 5: Modeling data

This module describes how to shape and enhance data.

Lessons

Relationships
DAX queries
Calculations and measures

Lab : Modeling Data

Create relationships
Calculations

After completing this module, students will be able to:

Describe relationships between data tables.
Understand the DAX syntax, and use DAX functions to enhance your dataset.
Create calculated columns, calculated tables and measures.

Module 6: Interactive Data Visualizations

This module describes how to create and manage interactive data visualizations.

Lessons

Creating Power BI reports
Managing a Power BI solution

Lab : Creating a Power BI report

Connecting to Power BI data
Building Power BI reports
Creating a Power BI dashboard

After completing this module, students will be able to:

Use Power Bi desktop to create interactive data visualizations.
Manage a power BI solution.

Module 7: Direct Connectivity

This module describes various connectivity options using Power BI.

Lessons

Cloud data
Connecting to analysis services

Lab : Direct Connectivity

Direct connectivity from Power BI desktop
Direct connectivity from the Power BI service

After completing this module, students will be able to:

Use Power BI direct connectivity to access data in Azure SQL data warehouse, in addition to big data sources such as Hadoop
Use Power BI with SQL Server Analysis Services data, including Analysis services modles running in multidimentional mode.

Module 8: The Developer API

This module describes the developer API within Power BI.

Lessons

The developer API
Custom visuals

Lab : Using the developer API

Using custom visuals

After completing this module, students will be able to:

Describe the developer API.
Use the developer API to create custom visuals.

Module 9: Power BI mobile app

This module describes the Power BI mobile app.

Lessons

Power BI mobile apps
Using the Power BI mobile app
Power BI embedded

After completing this module, students will be able to:

Describe the Power BI mobile app.
Download and use the Power BI mobile app.
Describe Power BI embedded and when you would want to use it.

Prerequisites:

Before attending this course, students must have:

Excellent knowledge of relational databases and reporting.
Some basic knowledge of data warehouse schema topology (including star and snowflake schemas).
Some exposure to basic programming constructs (such as looping and branching).
An awareness of key business priorities such as revenue, profitability, and financial accounting is desirable.
Familiarity with Microsoft Office applications – particularly Excel.

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