C-SPPBI Microsoft SharePoint Power User and Power BI Training

Part 1: SharePoint Power User (2 days)

Module 1: Working with SharePoint 2019 Sites

All SharePoint content is accessed through a site. A SharePoint site is the container for lists and libraries and provides a starting point for basic administration. The content, lists, libraries, and basic look and feel of a site is initially determined by the Site Template used to create the site.

Lessons

• Site Templates
• Creating Sites
• Creating a Team Site
• Site Navigation
• Managing Site Navigation

Module 2: Page Content

SharePoint offers a couple of ways to add content to the pages in a site. The latest technique and the one implemented by the Team Site template is through site style pages. Another method that has been part of SharePoint in past is the use of Wiki and Web Part pages. The Wiki and Web Part techniques are similar in the output that can be created, and both share the ability to add Web Parts (an instance of an app with a view) to them.

Lessons

• Creating a Web Part Page
• Working with Web Parts
• Adding Web Parts to Pages

Module 3: Site Columns and Content Types

One method of customizing SharePoint, in a way that can be reused throughout the site or site collection or even the whole farm, is to create Site Columns and Content Types. Site columns are the simplest element; they are essentially the same as list and library columns except that you create them at the site level and then they can be used throughout that site and any child site. Content Types are a combination of Site Columns as well as additional settings and information such as document templates and workflows. Content Types, once created, can then be linked to lists and libraries.

Lessons

• Site Column Gallery
• Explore the Site Column Gallery
• Creating Site Columns
• Create a Custom Site Column
• Add a Site Column to a List
• Site Content Type Gallery
• Explore the Site Content Types Gallery
• Creating Content Types
• How to Create and Use Content Types

Module 4: Managing SharePoint Site Permissions

Permissions on a SharePoint site are assigned when a site is created. The default is that permissions assigned to the root of a site collection are inherited by child sites. At any time, permissions inheritance can be turned off at a site, list, library, or even at the item level in a list or library. The permissions themselves can be assigned to either SharePoint groups, individual users, or groups created outside of SharePoint such as Windows groups.

Lessons

• SharePoint Groups
• Assigning Permissions
• Permissions Levels
• Permissions Inheritance

Module 5: Document Management

This module explores the document management features of libraries.

Lessons

• Information Management Policy Settings
• Auditing List and Document Activity
• Working with Site Columns and Content Types
• Built-in Content Types
• Managing Business Content Using Content Types
• Using Document Sets

Module 6: SharePoint Workflows

This module provides an overview of the SharePoint workflow features.

Lessons

• SharePoint Workflows
• Out of the Box Workflow Demo

Module 7: Monitoring SharePoint Activity

This module covers the use of SharePoint activity reports.

Lessons

• Usage Reports
• Search Reports

Module 8: App Catalog and Power BI

This module provides an overview of the SharePoint workflow features.

Lessons

• App Catalog
• Power BI and SharePoint

Module 9 SharePoint 2019 vs SharePoint online

This module provides an overview of the SharePoint workflow features.

Lessons

• SharePoint 2019 vs SharePoint online key features
• SharePoint 2019 vs SharePoint online key differences
• Durable links creation and usage

Part 2: Dashboard Visualization with Microsoft Power BI (1 day)

Module 1           Introduction to Power BI (& Power Platform)

Module 2           Data ingestion and transformation

• Accessing data from various sources – Excel, SQL Azure, PDFs, WEB etc
• Introduction to Power Query
• Managing imports – templates, data types, errors etc
• Transforming Pivoted data to normalized data

Module 3            Data Modelling

• Building a star schema
• What are relationships – salient features
• Accessing data models from Power BI service

Module 4            Data Visualization in Power BI; AI Assisted Visual Development

Module 5            Power BI Services

Module 6            Sharing reports, Collaboration and Security