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20467: Designing Business Intelligence Solutions with Microsoft SQL Server 2014


About this course

This five-day instructor-led course teaches students how to implement self-service Business Intelligence (BI) and Big Data analysis solutions using the Microsoft data platform. The course discusses the rationale for self-service BI, and describes how to use Microsoft SQL Server Reporting Services, Microsoft Excel, Microsoft SharePoint Server, and Microsoft Office 365 Power BI to create self-service data models and reports. The course then goes on to describe how to use Windows Azure HDInsight to perform Big Data analysis.

Note: 20467D: Designing Business Intelligence Solutions with Microsoft SQL Server 2014 is significantly different from course Course 20467C: Designing a Self‐Service BI and Big Data Solution, and consists of a completely revised course outline that focuses on design‐level considerations for an enterprise BI solution instead of self‐service BI and Big Data. Despite the shared course number, you should consider 20467D as a completely different course to 20467C. 20467D is much more similar to the earlier iteration of the course, 20467B, but it differs from 20467B in that it focuses on SQL Server 2014 instead of SQLServer 2012.

Note: This course is designed for customers who are interested in learning SQL Server 2012 or SQL Server 2014. It covers the new features in SQL Server 2014, but also the important capabilities across the SQL Server data platform.

Audience profile

The primary audience for this course is database and business intelligence (BI) professionals who are familiar with data warehouses and enterprise BI solutions built with SQL Server technologies. Experienced data analysts who want to learn how to use Microsoft technologies for self-service analysis and reporting will also benefit from attending this course.

At course completion

After completing this course, students will be able to:

  • Describe key features and benefits of self-service BI.
  • Use SQL Server Reporting Services to implement a self-service reporting solution.
  • Use PowerPivot in Microsoft Excel to create analytical data models.
  • Use Power Query in Microsoft Excel to import data into a data model.
  • Use Power View in Microsoft Excel to create interactive data visualizations.
  • Use Power Map in Microsoft Excel to create geographic data visualizations.
  • Use Microsoft SharePoint Server to implement collaborative self-service BI solutions.
  • Provision and use a Windows Azure HDInsight cluster for Big Data analysis.
  • Use Pig and Hive to analyze big data in Windows Azure HDInsight.
  • Design and implement Big Data processes to support self-service BI.


This course requires that you meet the following prerequisites:

  • Knowledge of data warehousing and data modeling principles.
  • Familiarity with Microsoft Excel and Microsoft SharePoint Server 2013.

Course Outline

Module 1: Planning a BI Solution

This module enables students to plan the components of a BI Solution.


  • Elements of a BI Solution
  • Planning a BI Project
  • The Microsoft BI Platform

Lab : Planning BI Solutions

Module 2: Planning BI Infrastructure

This module describes how to use plan appropriate BI Infrastructure given a set of BI Parameters.


  • Considerations of BI Infrastructure
  • Planning Data Warehouse Hardware

Lab : Planning BI Infrastructure

Module 3: Designing a Data Warehouse

This module describes how to design a data warehouse given a set of user requirements.


  • Data Warehouse Design Overview
  • Designing Dimension Tables
  • Design FACT tables

Lab : Designing a Data Warehouse Logical Schema

Module 4: Designing an ETL solution

This lesson describes how to design an extract, transform and load (ETL) solution.


  • ETL Overview
  • Planning for Data Extraction
  • Planning for Data Transformations
  • Planning for Data Loading

Lab : Designing an ETL Solution

Module 5: Designing Analytical Data Models

This module describes how to design analytical data models for specific BI scenarios.


  • Introduction to Analytical data Models
  • Designing Analytical Data Models

Lab : Designing Analytical Data Model

Lab : Designing Dimensions and Hierarchies

Module 6: Planning a BI Delivery Solution

This module describes how to choose an appropriate delivery solution for a given scenario.


  • Considerations for BI delivery
  • Common Reporting Scenarios
  • Choosing a Reporting Tool

Lab : Planning a BI Delivery Solution

Module 7: Designing a Reporting Services Solution

This module describes how to design a reporting services solution.


  • Planning a Reporting Solution
  • Designing Reports
  • Planning Report Consistency

Lab : Designing a Reporting Services Solution

Module 8: Designing an Excel Based reporting Solution

In this module students will learn how to design a reporting solution using Excel.


  • Using Excel for Data Reporting and Analysis
  • PowerPivot in Excel
  • Power View in Excel

Lab : Designing and Excel Reporting Solution

Module 9: Planning a SharePoint Server BI Solution

This module introduces the use of SharePoint Server as a BI solution.


  • Introduction to SharePoint Server as a BI Platform
  • Planning Security for a SharePoint Server BI Solution
  • Planning Reporting Services Configuration
  • Planning PowerPivot Configuration
  • Planning for PerformancePoint Services

Lab : Implementing PerformancePoint Services

Module 10: Monitoring and Optimizing a BI Solution

At the conclusion of this module you will be able to optimize and monitor a BI solution.


  • Overview of BI Monitoring
  • Monitoring and Optimizing the Data Warehouse
  • Monitoring and Analyzing Analysis Services
  • Monitoring and Optimizing Reporting Services

Lab : Monitoring and Optimizing a BI Solution

Module 11: Operating a BI Solution

At the conclusion of this module you will be able to plan management and maintenance operations of a BI solution.


  • Overview of BI Operations
  • ETL Operations
  • Data Warehouse Operations
  • Analysis Services Operations
  • Reporting Services Operations

Lab : Operating a BI Solution



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