In this video, Phil Gold lays out the prerequisites for the course. Learn what groundwork you should have to get the most out of the course.
- [Instructor] Before we get started, there are a few things that are required for these tools to work. First of all, you need to have a SharePoint site, and you need to have high enough permissions that you can create and modify lists and web part pages. Also, SharePoint Server Enterprise features need to be enabled at the site collection level. Because of Microsoft's somewhat convoluted licensing, this means that you'll need to have an Office Enterprise E3 or better license.
If you don't have the ability to activate site collection features, you may need to work with your system administrator to make that happen. And for Power View to work online, you'll need Silverlight installed, and you may need to work with your network admin regarding this, as well. Let's also talk about the level of experience you should have to get the most out of this course. I will not be spending a lot of time talking about pivot tables in general, and the assumption is that you already know how to use them in Excel.
If that's not the case, my recommendation is that you spend some time on that first. There's some great stuff in the course library. Check out Excel: Pivot Tables for Beginners, or even Excel 2016 Essentials Training if you need more fundamental knowledge. I'm also assuming that you have a solid understanding of SharePoint, and already have a good idea of how to create and modify lists, views, and web part pages. If you need a brush up on that, you might wanna take a look at my course, SharePoint for Enterprise: Data Management.
So with those preconditions, are you ready to dive in? Okay then, let's get started.
- PivotTables vs. PowerPivot and PowerView
- Using SharePoint as a BI Center
- Connecting PowerPivot to an existing Excel workbook
- Connecting to external data sources
- Exporting list data from SharePoint to create a workbook
- Using PowerPivot and PowerView in Excel
- Uploading a workbook to a SharePoint BI Center
- Publishing workbooks and creating dashboards