Objectives: This training will provide background into the creation of reporting and business intelligence features in SharePoint. The course will review how data can be extracted from lists, databases, XML, flat and Excel files. It will then cover methods for filtering information, categorising and parameterising it. A review of the available web parts will then be covered to enable reporting.

Pre-Requisites: Delegates should be familiar with the SharePoint (MOSS) environment and the design tools available within SharePoint. Delegates should be familiar with database terminology and methods for accessing information from databases. It would be beneficial (but not essential) to have attended our SharePoint Designer course as some use of the package is made during the course.

Overview of Key Components of MOSS Reporting

• Types of Data Sources, Prerequisites

Creating a Dashboard

• Creating a Report Centre
• Creating KPIs
• Loading external Excel charts/data

Filtering Data

• Deciding what to filter
• Using the Filter web parts
• Advanced Reporting Features
• Linking to external databases
• Viewing
• Creating SQL queries
• An overview of XML
• Using XLST
• Applying Conditional Formatting

Review of Business data web parts

• Business Data Catalogue
• Business Data Actions
• Business Data Item
• Business Data Item Builder
• Business Data List
• Business Data Related list