Self-Service Business Intelligence with Excel

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This 3-day instructor-led course teaches students how to implement self-service Business Intelligence (BI) and Big Data analysis solutions using the Microsoft data platform with Excel 2013 and SharePoint. The course discusses the rationale for self-service BI, and describes how to use  Microsoft Excel,  Microsoft SharePoint Server, and Microsoft Office 365 Power BI to create self-service data models and reports.

At Course Completion

After completing this course, students will be able to:

  • Describe key features and benefits of self-service BI.
  • Use PowerPivot in Microsoft Excel to create analytical data models.
  • Use Power Query in Microsoft Excel to import data into a data model.
  • Use Power View in Microsoft Excel to create interactive data visualizations.
  • Use Power Map in Microsoft Excel to create geographic data visualizations.
  • Use Microsoft SharePoint Server to implement collaborative self-service BI solutions.

 

Module 1: Introduction to Self-Service Business Intelligence

This module introduces self-service BI.

Lessons

  • Extending Enterprise BI
  • Microsoft Self-Service BI and Big Data Technologies

 

Module 2: Importing Data with Power Query

This lesson describes how to use Power Query in Microsoft Excel to find and import data.

Lessons

  • Introduction to Power Query
  • Using Power Query to Import Data

Module 3: Self-Service Data Modeling with PowerPivot

This module describes how to use PowerPivot in Microsoft Excel to create self-service data models for analysis.

Lessons

  • Creating Data Models in Excel with PowerPivot
  • PowerPivot Data Model
  • building Hierarchies with  with Power Pivot

Module 4: Visualizing Data with Power View in Microsoft Excel

This module describes how to use Power View in Microsoft Excel to create interactive data visualizations.

Lessons

  • Introduction to Power View
  • Creating Dynamic Data Visualizations

Lab: Visualizing Data with Power View

  • Using Power View

After completing this module, you will be able to:

  • Describe the features of Power View
  • Use Power View to create interactive data visualizations in Excel

Module 5: Visualizing Geographic Data with Power Map

This module describes how to use Power Map in Microsoft Excel to create geographic data visualizations.

Lessons

  • Introduction to Power Map
  • Using Power Map

Lab: Visualizing Geographic Data with Power Map

  • Creating a Power Map Tour
  • Visualizing Data Over Time

After completing this module, you will be able to:

  • Describe the features and usage scenarios of Power Map
  • Use Power Map to create visualizations of geographic data

Module 6: Collaborative BI with Microsoft SharePoint Server

This module describes how to use Microsoft SharePoint Server in an enterprise environment to enable users to share PowerPivot workbooks and Power View reports.

Lessons

  • Sharing PowerPivot Workbooks
  • Managing PowerPivot Services in SharePoint Server
  • Using Power View in SharePoint Server

Lab: Using SharePoint Server for BI Collaboration

  • Sharing a PowerPivot Workbook
  • Managing PowerPivot Data Refresh
  • Using Power View in SharePoint Server

After completing this module, you will be able to:

  • Share a PowerPivot workbooks in SharePoint Server
  • Manage PowerPivot services in SharePoint Server
  • Use Power View to create interactive data visualizations in SharePoint Server

Module 5: Visualizing Data with Power View in Microsoft Excel

This module describes how to use Power View in Microsoft Excel to create interactive data visualizations.

Lessons

  • Introduction to Power View
  • Creating Dynamic Data Visualizations

Lab: Visualizing Data with Power View

  • Using Power View

After completing this module, you will be able to:

  • Describe the features of Power View
  • Use Power View to create interactive data visualizations in Excel

Module 6: Visualizing Geographic Data with Power Map

This module describes how to use Power Map in Microsoft Excel to create geographic data visualizations.

Lessons

  • Introduction to Power Map
  • Using Power Map

Lab: Visualizing Geographic Data with Power Map

  • Creating a Power Map Tour
  • Visualizing Data Over Time

After completing this module, you will be able to:

  • Describe the features and usage scenarios of Power Map
  • Use Power Map to create visualizations of geographic data

Module 7: Collaborative BI with Microsoft SharePoint Server

This module describes how to use Microsoft SharePoint Server in an enterprise environment to enable users to share PowerPivot workbooks and Power View reports.

Lessons

  • Sharing PowerPivot Workbooks
  • Managing PowerPivot Services in SharePoint Server
  • Using Power View in SharePoint Server

Lab: Using SharePoint Server for BI Collaboration

  • Sharing a PowerPivot Workbook
  • Managing PowerPivot Data Refresh
  • Using Power View in SharePoint Server

After completing this module, you will be able to:

  • Share a PowerPivot workbooks in SharePoint Server
  • Manage PowerPivot services in SharePoint Server
  • Use Power View to create interactive data visualizations in SharePoint Server

Module 8: Working with Your Data

This module is an optional workshop that always users to connect and work with real live data from their environment .