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SharePoint 2016 Business Intelligence


Duration: 3.0 days

Method: Instructor Led, Hands On

Price: $1750.00

Course Code: SH2005


This course is intended for 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.


This course covers the services and features in SharePoint that offer support for Business Intelligence scenarios.


Upon successful completion of this course, the student will be able to:

  • Learn to configure SharePoint sites for business intelligence
  • Learn to configure and use SharePoint Excel Services
  • Learn to configure and use SharePoint Visio Services
  • Learn to configure and use the PowerPivot add-on for SharePoint
  • Learn to configure and use Power View in SharePoint
  • Learn to configure and use the PowerPivot add-on for SharePoint
  • Learn to configure and use the Reporting Services add-on for SharePoint
  • Learn to configure and use PerformancePoint in SharePoint
  • Learn the basics of Power BI and how it fits with SharePoint


Basic knowledge of SharePoint navigation and functionality. Basic knowledge of data modeling would be helpful but not required.


  • I. Overview of SharePoint Business Intelligence Services and Features
    • SharePoint BI Services
    • SharePoint BI Features
  • II. Configuring SharePoint Sites for Business Intelligence
    • SharePoint Business Intelligence Site Template
    • Configuring an Existing SharePoint Team Site for Business Intelligence
    • Lab:
      • Configuring SharePoint Team Site for Business Intelligence
  • III. Excel Services in SharePoint
    • Viewing Excel Spreadsheets with SharePoint Excel Services
    • Using SharePoint Excel Services Web Part
    • Basic Excel Services Farm Configuration Options
    • Refreshing Data Sources with SharePoint Excel Services
    • Labs:
      • Configuring Excel Services Farm Options
      • Refreshing Data with Excel Services
  • IV. Visio Services in SharePoint
    • Configuring Visio Services Farm Settings
    • View Visio Drawings with SharePoint Visio Services
    • Attaching Data to Visio Drawings
    • Lab:
      • Using SharePoint Visio Services
  • V. SharePoint PowerPivot Add-on
    • Overview of PowerPivot Data Models
    • Configuring PowerPivot Farm Settings
    • Creating a PowerPivot Gallery
    • PowerPivot Data Refresh Options
    • Labs:
      • Configuring PowerPivot for SharePoint
      • Refreshing Data from a PowerPivot Gallery
  • VI. SharePoint Power View Feature
    • Overview of Power View in SharePoint
    • Configuring Data Sources for Power View Reports
    • Creating Power View Reports
    • Lab:
      • Creating a Report with Power View
  • VII. SQL Reporting Services Add-on for SharePoint
    • Configuring Reporting Services Farm Settings
    • Configuring a SharePoint Library for Reporting Services Reports
    • Reporting Services Subscriptions and Alerts
    • Report Viewer Web Part
    • Labs:
      • Adding Reporting Services Reports to a SharePoint Library
      • Configuring Subscriptions and Alerts to Reports
  • VIII. SharePoint PerformancePoint Services
    • Overview of PerformancePoint Services
    • Configuring SharePoint Lists and Libraries for PerformancePoint
    • Creating a Data Source
    • Creating a Score Card and KPI
    • Creating PerformancePoint Charts and Graphs
    • Creating PerformancePoint Dashboards
    • Labs:
      • Configuring a SharePoint Site for PerformancePoint
      • Create a PerformancePoint Dashboard
  • IX. Power BI
    • Overview of Power BI
    • How Power BI fits with SharePoint
    • Lab:
      • Working with Power BI