BI Consolidation on SharePoint Platform


To function effectively, both small and large businesses need, apart from easy access to the collected data, tools which will help to organize the data properly. Adequately prepared data is the basis for the analysis of business processes, which, in turn, is of crucial importance to the decisions taken within the company. What data is collected and in what form it is presented (be it dynamic, static or graphic), depends on the type of the company. Microsoft has on offer a number of data analysis tools, including Excel spreadsheet, where apart from sheet data, also data from OLAP cubes or Power Pivot models data can act as data source. Another solution is PerformancePoint Services. This is a tool which helps to create extended reports and analyses with intelligent filters, dashboards including e.g. Scorecards and Key Performance Indicators (KPI). Using SQL Server Reporting Services you have at your disposal a report server, tools for creating and modifying the reports – including Report Builder, extended with Report Parts and Report Alerts, as well as Power View - a modern data visualization solution within Business Intelligence Semantic Model (BISM). All these tools complement each other neatly, and their consolidation in one central place which is SharePoint platform, significantly facilitates data collecting and analyzing, in turn also facilitating the process of making business decisions. The goal of the training is to enable both BI analysts and programmers to use BI solutions efficiently. Our assumption is that upon the completion of the course its participants will gain all the skills necessary for the right choice of BI tools for data presentation and analysis, as well as be more skilled in the use of SharePoint platform.


  • Course level: 400
  • Start date: as required
  • Duration time: 4 days

Price: 4100 zł

  • Open training
  • On-site (costumer's premises)
  • Customer’s computer


The training is addressed to BI solutions programmers, persons responsible for creating reports, and analysts directly dealing with business data.


The basic training is comprised of 11 modules. Just like all the other courses on our offer, it has been designed by our experts, therefore we can freely customize it to suit the individual needs of the participants. We would like to encourage you not only to choose modules which you find relevant for your needs, but also to feel free to contact us with your suggestions and questions you would like to hear answered during the course. Our trainings are exceptional also because we limit the time set aside for laboratory type classes customarily conducted after the completion of each module, to the benefit of exercises done with the assistance of the trainer and demonstrations. We believe in this manner we can equip you with substantially more practical information and tips, and focus on dealing with the issues directly within your scope of interest. However, each day of the training is finished with a laboratory class of approximately 1hr, so that you can do self-practice and do exercises of your choice.


Duration: Level:
Module 1

SharePoint Platform
  • Requirements for SharePoint Platform Concerning BI Solutions Consolidation
  • Microsoft Business Intelligence Solutions - Overview
  • Managing Documents with Document Libraries
  • Document Types and Configuration of BI Solutions on SharePoint Platform

120 minutes 300
Module 2

Office Suite Programs for BI
  • Excel vs Excel Services
  • SQL Server Analysis Services (OLAP) Multidimensional and Tabular Models as Sources of Analysis Data
  • PivotTable and PivotChart
  • Slicery
  • Visio and Visio Services
  • The Use of Visio for BI

90 minutes 300
Module 3

  • PowerPivot Configuration
  • PowerPivot Library
  • Data Sources
  • Relationships between tables
  • Introduction to DAX Language
  • Computed Columns and Measures
  • Key Performance Indicators (KPI)
  • Hierarchies
  • Refreshing Data in PowerPivot Sheets on SharePoint Platform

180 minutes 400
Module 4

  • Report Builder Tool
  • Designing a Report
  • Data Sources
  • Tablix, Table, Matrix, List — Data Elements on Report
  • Charts and Indicators
  • Remaining Visual Objects (Graphics, Maps, Texts, Links)
  • Advanced Report Settings (Parameters, Grouping Method, Filters, Expressions)
  • Report Part — Repeated Use of Report Parts
  • Managing Reports on SharePoint Platform
  • Report Subscriptions and Snapshots
  • Report Alerts

270 minutes 400
Module 5

Data Visualization Using PowerView
  • Data Sources for Business Intelligence Semantic Model (BISM)
  • Introduction to PowerView Visualization Editor (SQL Server Reporting Services)
  • Graphics and Text Visualization
  • Predefined Styles
  • Filters
  • Additional Report Parameters

120 minutes 300
Module 6

PerformancePoint Services
  • Introduction to PPS
  • Configuration and Components
  • SharePoint Library Servicing PerformancePoint Services
  • Dashborad Designer

60 minutes 300
Module 7

Reports in PerformancePoint Services
  • Dashboard Designer Workspace
  • Data Sources
  • Analysis Reports and Charts
  • Other Report Types
  • Strategy Map
  • SharePoint Library Publishing
  • Report Use (Analytic Grid, Analytic Chart)

150 minutes 400
Module 8

Key Performance Indicators (KPI)
  • Indicator Types (Visualization)
  • Creating KPI
  • KPI Value Calculation Patterns

150 minutes 400
Module 9

  • Filtering Analysis Data in PPS
  • Filters Based on Lists
  • Filters Using OLAPS or MDX Language
  • Intelligent Time Filters, Time Filters Based on Expressions

90 minutes 400
Module 10

  • Creating Dashboard
  • Scorecards
  • Using KPI on Scorecards
  • Using Scorecards and Analysis Reports or Dashboards
  • Filtering Data in Dashboards
  • Dashboard Publishing in SharePoint
  • Working with Dashboards

120 minutes 400
Module 11

Comparison of Tools and Good Management & Development Practice
  • The Goals of BI Solution
  • Comparison of Active Analysis Tools (Excel, PowerView, Analytic Grid in PerformancePoint Services)
  • Comparison of Reports and Data Visualizations (Reporting Services, PerformancePoint Services Reports, Visualization with PowerView)
  • Key Performance Indicators (Visualization in Excel, Reporting Services, PerformancePoint Services)

90 minutes 400


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