SharePoint 2016 Business Intelligence Training


Duration: 5 Days
Mode of Delivery: Online -Instructor-led training
Job role: Developer
Preparation for exam: None
Cost: USD$2,750.00

Business Intelligence (BI) is a software solution used for analyzing and presenting the raw data into a detailed legitimate report for the enhancement of business decisions. The Business Intelligence features for SharePoint now reside in other platforms such as SQL Server 2016, or even Office 365 if you are using Cloud Services. Microsoft changed the main parts of the BI capabilities with SharePoint 2016. SharePoint Server 2016 no longer provides Excel Services. Excel Services are now part of Office Online. This SharePoint 2016 Business Intelligence training class covers the services and features in SharePoint that offer support for Business Intelligence scenarios. The Business Intelligence stack is based on the SQL Server 2016 whose core features are:
• Analysis Services
• Analysis Services in Power Pivot Mode
• Data Quality Services
• Integration Services
• Master Data Services
• Reporting Services
• Reporting Services SharePoint Mode
These components will give any organization a great stack that can be connected to SharePoint. Not all of the components can be directly connected to SharePoint 2016, but consumed through core services.


This course is intended for experienced developers, information workers and business intelligence analysts who have a minimum of three months’ experience using SharePoint sites, lists, and libraries and have basic Web navigation skills.


Before attending this course, students must have:

  • Working knowledge of Microsoft SharePoint Online
  • Knowledge of SQL Server 2016

Skills Gained

After completing this course, students will be able to:
·• Configure SharePoint sites for business intelligence
• Configure and use SharePoint Excel Services
• Configure and use SharePoint Visio Services
• Configure and use Power View in SharePoint
• Configure and use the PowerPivot add-on for SharePoint
• Configure and use the Reporting Services add-on for SharePoint
• Configure and use PerformancePoint in SharePoint
• Configure the basics of Power BI and how it fits with SharePoint

Course outline

Module 1: Configuring SharePoint Sites for Business Intelligence
• Enabling SharePoint BI Features in a Team Site
• Site Collection Level Features
• Site Level Features
• Activating Business Intelligence Site Collection and Site Level Features
• Creating a New Site Using the Business Intelligence Center Template
Lab: Configure an Existing SharePoint Team Site for Business Intelligence
Lab: Create a New SharePoint Site Collection with the Business
• Intelligence Center Template

Module 2: Excel Online in SharePoint
Viewing Excel Spreadsheets with SharePoint and Excel Online
• Using SharePoint Excel Access Web Part
• Refreshing Data Sources with Excel Online
• Registering an Account with SharePoint Secure Store Services
• Refreshing Data Sources with SharePoint Excel Services
Lab: Using SharePoint Excel Online
Lab: Configuring a Secure Store Service Application ID and Credentials
Lab: Refreshing Data Connections with Excel Online

Module 3: Visio Services in SharePoint
• Viewing Visio Drawings in SharePoint Pages
• Connecting Data to Visio Drawings
• Connecting SharePoint List Data to a Visio Drawing
Lab: Using SharePoint Visio Services
Lab: Connecting SharePoint Data to Visio Drawings

Module 4: SharePoint Power Pivot Add-on
• Creating a Basic Power Pivot Data Model
• Uploading Excel Power Pivot Workbooks to SharePoint
• Uploading and viewing an Excel Workbook with a Power Pivot Model
• Refreshing Power Pivot Data Models with SharePoint
• Working with Power Pivot Interactive and Scheduled Refresh
Lab: Creating a Power Pivot Data Model
Lab: Uploading and Interacting with Power Pivot Workbooks
Lab: Refreshing Data in Power Pivot Workbooks

Module 5: SharePoint Power Viewer Feature
Creating a Power View Report in SharePoint
• Walk-Through: Creating a Power View Report from a Power Pivot
• Workbook
• Using a BI Semantic Model Connection for a Power View Report
• Using the BI Semantic Model Connection to Create a Power View Report
Lab: Creating a Power View Report

Module 6: SQL Reporting Services Add-on for SharePoint
• Using Report Builder to Create a Report
• Creating a SQL Reporting Services Report Subscription
• Schedule a Report Subscription
• Creating a SQL Reporting Services Data Alert
• The SQL Server Reporting Services Report Viewer
• Adding the SQL Server Reporting Services Viewer to a SharePoint Web Page
Lab: Creating a SQL Report Builder Report

Module 7: SharePoint PerformancePoint Services
• Creating a Connection Using Dashboard Designer
• Creating a PerformancePoint KPI with Dashboard Designer
• Using Dashboard Designer to Create a PerformancePoint Scorecard
• Creating a PerformancePoint Report
• Creating an Analytic Chart with Dashboard Designer
Lab: Creating a Connection Using Dashboard Designer
Lab: Creating a KPI Using Dashboard Designer
Lab: Creating a PerformancePoint Scorecard
Lab: Creating a PerformancePoint Report
Lab: Creating and Deploying a PerformancePoint Dashboard

Module 8: Power BI
• Querying and Importing from a SQL Server Data Source407
• Creating a Report with Power BI Desktop
• Publishing a Power BI Report to the Power BI Cloud Service
Lab: Creating a Power BI Desktop Report


Click on the following link to see the current Course Schedule
Our minimum class-size is 3 for this course.
If there are no scheduled dates for this course, it can be customized to suit the time and skill needs of clients and it can be held online, at a rented location or at your premises.
Click on the following link below to arrange for a custom course: Enquire about a course date

Product Information

Microsoft SharePoint does so much, it’s hard to describe it in just a few bullet points! Ask professionals in different organizations how they use SharePoint and you will get different answers on how each uses a different subset of the suite of features inclusive of:
• Tools for Team Collaboration.
• Document Management, often as a replacement for network shares.
• A browser-based replacement for Word, Excel, PowerPoint and OneNote.
• Business Intelligence – PerformancePoint and more.
• Dashboards for management.
• A platform for developers to build applications.
• Forms processing – Expense reports, purchase orders, etc.
• Business automation using workflows.
• The creation and management of internet web sites
SharePoint is also available in the “cloud” on a subscription basis as SharePoint Online. While there are a few feature differences between SharePoint 2016 installed on your organization’s servers and SharePoint Online in Office 365, what you will learn in this class applies to both products.
Office 365 offers a wide range of tools beyond SharePoint:
• Email
• Skype for Business (formally Lync)
• OneDrive for Business
• Outlook Groups
• Delve
• Sway (an alternative to PowerPoint)
• Planner
• Office 2016

Additional Information and FAQs

CERTFICATE OF COMPLETION: Participants will receive a certificate of completion at the end of a course. This is not an official certification for the product and/or software. Our courses do indicate the appropriate certification exam(s) that the participant can sit. Data Vision Systems does not provide certification or deliver the certification exams. Participants are responsible for arranging and paying for the certification exams on the appropriate certification body.

CANCELLATION POLICY: There is never a fee for cancelling seven business days before a class for any reason. Data Vision Systems reserves the right to cancel any course due to insufficient registration or other extenuating circumstances. Participants will be advised prior to doing so.


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