Overview: This course is designed for SharePoint & Project Server Administrators and report developers that have been tasked with setting up, creating and maintaining reports and dashboards in SharePoint & Project Server 2013/2016 and with Office 365. Excel Services, SQL Reporting Services (SSRS), Performance Point and Visio services will also be covered. Students will learn how to setup, configure and build reports using these sophisticated reporting tools. Ideally, students have attended our Project Server 2013 for Administrators course or have equivalent knowledge.
  Prerequisites: To ensure your success, we recommend you have some working knowledge of Project and SharePoint Enterprise Application servers, TCP/IP, IIS, SQL Server 2008/12 and Windows 2008/2012 Server.
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What is Business Intelligence
Microsoft BI Tools
Sample BI reports and Dashboards
Working with Project Online and Pwer BI

Module 1: Getting Started with Power BI and Project Online
1.1 What is Power BI
1.2 What do I need to install in order to use Power BI
1.3 Working On-premises data and working with Power BI
1.4 Self-service sign up for Power BI
1.5 Power BI - basic concepts for Power BI service

Module 2: Working with Data Files
2.1 Get data from files
2.2 Data file locations
2.3 Working with Excel data for reporting

Module 3: Sharing the dashboard
3.1 User Security and groups
3.2 Create a group to collaborate in Power BI
3.3 Connect to files on your Power BI group's OneDrive

Module 4: Getting data from services and content packs
4.1 Consuming a service content pack
4.2 Managing and consuming custom data sets from a service
4.3 Updating organizational content packs

Module 5: Using Power BI Desktop
5.1 Intallation and Connecting to a database
5.2 Data sources in Power BI Desktop
5.3 Shape and Combine data
5.4 Building, saving and publishing and sharing reports

Module 6: Understanding Data Refresh
6.1 Introducing data refresh
6.2- Local files and files on One Drive or SharePoint Online
6.3 Scheduling and verifying data refresh

Course Outline:

MS SharePoint & Project Server 2013-Advanced Reporting


  • Course Summary
  • List of Modules


Eric Gerber-
University of Houston
Broad knowledge of computer issues by instructor and hands-on opportunities. Enjoyed class and found it generally very productive.
D. Lucero-
Los Alamos National Labs
A great way to track and plan projects. Provided all the info I need for my projects and some!!!
Norma Maldonado-
St. Edwards University
Instructor able to work at our speed vs reading from the book.
Nancy Dean-
The instructor knew his material and kept the entire class involved.
John Bernardin-
Los Alamos National Labs
The book, software, computer and instructor compliment each other and made it very easy to come up to speed on Microsoft Project.

Group, onsite and tailored

Project Online for Project Managers-On Demand

Contact Us

Contact us to setup a demo or call anytime. 972-996-1895 | info@msprojectpros.com