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SharePoint 2013 Business Intelligence Course Overview

SharePoint 2013 Business Intelligence Course Overview

The SharePoint 2013 Business Intelligence course offers an in-depth exploration of the tools and features available within SharePoint 2013 that enable the creation and management of business intelligence solutions. Learners will gain insights into how to effectively utilize the BI stack, including new features and integration points with SQL Server 2012 and Excel. Key components of the course consist of configuring and using the Business Intelligence Center, Excel Services, PerformancePoint Services, Visio Services, PowerPivot, and Business Connectivity Services.

Through lessons on dashboard creation, data visualization, and reporting, participants will learn best practices for designing impactful and informative dashboards, as well as understanding the importance of Key Performance Indicators (KPIs) and how to avoid common pitfalls in dashboard design. The course is designed to equip professionals with the necessary skills to harness the full potential of SharePoint 2013's business intelligence capabilities, thus enhancing data-driven decision-making within their organizations. By mastering these tools, learners will be able to transform raw data into meaningful insights and contribute significantly to their business's strategic objectives.

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Course Prerequisites

Certainly, here are the minimum required prerequisites for successfully undertaking the SharePoint 2013 Business Intelligence course:


  • Basic understanding of databases and familiarity with the Microsoft Office Suite, particularly Excel.
  • Experience with Windows Server, as SharePoint is typically hosted on this platform.
  • Familiarity with the basic concepts of business intelligence (data analysis, reporting, etc.).
  • Fundamental knowledge of SharePoint and its core functionalities.
  • Basic knowledge of SQL Server, including the ability to run Transact-SQL queries.
  • Some experience with data modeling and data manipulation.
  • An understanding of Excel data analysis features such as PivotTables would be beneficial.
  • While not mandatory, prior exposure to SharePoint Business Intelligence services or tools like PerformancePoint, PowerPivot, or Visio Services can enhance comprehension of the course material.

Please note that these prerequisites are aimed at ensuring you have a foundation upon which the course content can build. They are not intended to deter any interested learners but to prepare them for the advanced topics that will be covered.


Target Audience for SharePoint 2013 Business Intelligence

The SharePoint 2013 Business Intelligence course offers insights into advanced BI features, tailored for professionals enhancing data-driven decision-making.


  • Business Intelligence Analysts
  • Data Analysts
  • BI Developers
  • SharePoint Administrators
  • Database Administrators
  • IT Managers
  • System Analysts
  • Reporting Specialists
  • Data Architects
  • Performance Management Professionals
  • Excel Power Users
  • Business Analysts
  • Project Managers involved in BI projects
  • Consultants who design and implement BI solutions
  • Professionals seeking to improve BI practices using SharePoint 2013


Learning Objectives - What you will Learn in this SharePoint 2013 Business Intelligence?

Introduction to Learning Outcomes:

This SharePoint 2013 Business Intelligence course equips learners with the tools and insights to harness the power of BI within SharePoint, enabling data-driven decision-making and efficient information sharing.

Learning Objectives and Outcomes:

  • Understand the role of Business Intelligence in organizational contexts and the features of SharePoint 2013 and SQL 2012 BI.
  • Set up and configure a SharePoint 2013 Business Intelligence Center, managing permissions, roles, and document libraries effectively.
  • Utilize new Excel Services features in SharePoint 2013, learning the differences between browser and desktop versions, and mastering the Save and Share process.
  • Create dynamic, interactive dashboards and scorecards using PerformancePoint 2013, with a focus on KPIs, visual reports, and dashboard design.
  • Leverage Visio Services for browser-based visualization, integrating Visio drawings with live data connections within SharePoint.
  • Use PowerPivot to enhance data analysis in Excel and SharePoint, including data importation, enrichment, and sharing across the enterprise.
  • Employ Business Connectivity Services to integrate external data sources with SharePoint, utilizing SharePoint Designer 2013 for data surfacing.
  • Design and deploy effective dashboards, understanding the principles of successful dashboard creation, graph selection, and avoiding common design pitfalls.
  • Develop skills in using Microsoft Report Builder 3.0 and SharePoint Designer features to create, plan, and manage reports and datasets.
  • Gain proficiency in using SharePoint Web Apps to build comprehensive, data-driven solutions that cater to business analytics needs.

Target Audience for SharePoint 2013 Business Intelligence

The SharePoint 2013 Business Intelligence course offers insights into advanced BI features, tailored for professionals enhancing data-driven decision-making.


  • Business Intelligence Analysts
  • Data Analysts
  • BI Developers
  • SharePoint Administrators
  • Database Administrators
  • IT Managers
  • System Analysts
  • Reporting Specialists
  • Data Architects
  • Performance Management Professionals
  • Excel Power Users
  • Business Analysts
  • Project Managers involved in BI projects
  • Consultants who design and implement BI solutions
  • Professionals seeking to improve BI practices using SharePoint 2013


Learning Objectives - What you will Learn in this SharePoint 2013 Business Intelligence?

Introduction to Learning Outcomes:

This SharePoint 2013 Business Intelligence course equips learners with the tools and insights to harness the power of BI within SharePoint, enabling data-driven decision-making and efficient information sharing.

Learning Objectives and Outcomes:

  • Understand the role of Business Intelligence in organizational contexts and the features of SharePoint 2013 and SQL 2012 BI.
  • Set up and configure a SharePoint 2013 Business Intelligence Center, managing permissions, roles, and document libraries effectively.
  • Utilize new Excel Services features in SharePoint 2013, learning the differences between browser and desktop versions, and mastering the Save and Share process.
  • Create dynamic, interactive dashboards and scorecards using PerformancePoint 2013, with a focus on KPIs, visual reports, and dashboard design.
  • Leverage Visio Services for browser-based visualization, integrating Visio drawings with live data connections within SharePoint.
  • Use PowerPivot to enhance data analysis in Excel and SharePoint, including data importation, enrichment, and sharing across the enterprise.
  • Employ Business Connectivity Services to integrate external data sources with SharePoint, utilizing SharePoint Designer 2013 for data surfacing.
  • Design and deploy effective dashboards, understanding the principles of successful dashboard creation, graph selection, and avoiding common design pitfalls.
  • Develop skills in using Microsoft Report Builder 3.0 and SharePoint Designer features to create, plan, and manage reports and datasets.
  • Gain proficiency in using SharePoint Web Apps to build comprehensive, data-driven solutions that cater to business analytics needs.