55103: Creating and Sharing Interactive Dashboards with PowerPivot, Power View and SharePoint Server Training




Per Participant

Course Description

Students will learn how to use Excel PowerPivot, Power View, and SharePoint to develop and share dynamic dashboards during this two-day instructor-led training. Students will be guided through the process of creating a dashboard project, with all the necessary stages, ideas, formulas, and functions being thoroughly taught.

Who should attend this course?

The audience for this course is Power Users and Business Intelligence Developers who have recently begun or are actively working on creating Excel dashboards.

Microsoft Certified Partner

Microtek Learning is a Microsoft Certified Partner for Learning Solutions. This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).



Feb 23, 2023

9:00 am - 5:30 pm EST

Mar 09, 2023

9:00 am - 5:30 pm EST

Mar 23, 2023

9:00 am - 5:30 pm EST
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What you will learn

  • Recognize excellent practices for business intelligence success.
  • Recognize the differences between tables and graphs and how to pick between them.
  • Become familiar with key performance indicators.
  • Describe dashboard design pitfalls and how to avoid them.
  • Recognize the components of a successful dashboard.
  • Data import into the model.
  • In the data model, establish relationships between tables.
  • Declare a table to be a data table.
  • Make calculation fields.
  • In PowerPivot, create a KPI.
  • PowerPivot pivot tables can be added.
  • PowerPivot pivot charts should be added.
  • Add a connected table to the dashboard to improve it.
  • Colorize the dashboards.
  • Recognize the choices that Power View offers.
  • Use Power View to access maps.
  • Save to SharePoint.


This module explains how the class will be structured and introduces course materials and additional administrative information.


  • Introduction
  • Course Materials
  • Facilities
  • Prerequisites
  • What We'll Be Discussing
  • Lab 1: Course Overview

    After completing this module, students will be able to:

  • Successfully log into their virtual machine.
  • Have a full understanding of what the course intends to cover.
  • In this module, we will explore the elements needed for effective and efficient dashboard building. We will cover best practices for success in business intelligence, and also examine visualization types, along with the pros and cons associated with each, and common pitfalls, so you’ll know what to avoid when designing dashboards.


  • Best Practices for Success in Business Intelligence
  • It Is All in the Numbers
  • Tables or Graphs
  • Types of Graphs
  • Key Performance Indicators
  • Pitfalls in Dashboard Design
  • Group Exercise and Discussion
  • Lab 1: Dashboard Principles

    After completing this module, students will be able to:

  • Understand best practices for success in business intelligence.
  • Understand how to choose between tables or graphs and what makes each unique.
  • Understand key performance indicators.
  • Explain and avoid pitfalls in dashboard design.
  • Understand what makes an effective dashboard.
  • In this module, we will explore importing data, creating relationships, and utilizing date tables. We will also create and configure calculated columns, calculated fields, and KPIs.


  • Importing the Data
  • Relating the Data in the Model
  • Data Table
  • Enriching the Data
  • Lab 1: Sourcing the Data

  • Importing Data into the Model
  • Relating Tables in the Data Model
  • Mark a Table as a Date Table
  • Creating Calculated Fields
  • Creating a KPI in PowerPivot
  • After completing this module, students will be able to:

  • Import data into the model.
  • Create relationships between tables in the data model.
  • Mark a table as a date table.
  • Create calculated fields.
  • Create a KPI in PowerPivot.
  • In this module, we will create an Excel dashboard. We will explore how to create and configure pivot tables and pivot charts using PowerPivot, and we’ll also cover how to create a custom table, add that table to the data model, and configure the results to format conditionally.


  • Adding the Pivot Tables from PowerPivot
  • Adding the Pivot Charts from PowerPivot
  • Enhancing the Dashboard with a Linked Table
  • Formatting with Color
  • Lab 1: Creating the Excel Dashboard

  • Adding Pivot Tables from PowerPivot
  • Adding Pivot Charts from PowerPivot
  • Enhancing the Dashboard with a Linked Table
  • Formatting with Color
  • After completing this module, students will be able to:

  • Add pivot tables from PowerPivot.
  • Add pivot charts from PowerPivot.
  • Enhance the dashboard with a linked table.
  • Format dashboards with color.
  • In this module, we will explore Power View. We will explain the interface and cover the tables and charts available. Lastly, we will demonstrate how to share your dashboards using SharePoint.


  • Power View in Excel 2013
  • Power View User Interface
  • Tables
  • Charts
  • Maps
  • Sharing Dashboards
  • Lab 1: Adding Power View Maps and Sharing

  • Using Maps with Power View
  • Saving to SharePoint
  • After completing this module, students will be able to:

  • Understand the options provided with Power View.
  • With Microtek Learning, you’ll receive:

    • Certified Instructor-led training
    • Industry Best Trainers
    • Official Training Course Student Handbook
    • Pre and Post assessments/evaluations
    • Collaboration with classmates (not available for a self-paced course)
    • Real-world knowledge activities and scenarios
    • Exam scheduling support*
    • Learn and earn program*
    • Practice Tests
    • Knowledge acquisition and exam-oriented
    • Interactive online course.
    • Support from an approved expert
    • For Government and Private pricing*

    * For more details call: +1-800-961-0337 or Email: info@microteklearning.com

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    Course Details

    • Start Date: Feb 23, 2023
    • Duration: 2 Days
    • Skill Level: Intermediate
    • Enrolled: 1928
    • Price: $1295
    • Course PDF: Click Here
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