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Class Outline*
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SharePoint No-Code Application Development for Workflows, Data Connectivity, and KPIs
Duration:
4 Days
Overview:
Now that the organization has gotten SharePoint installed... what's next? In this 4-day course you will learn how to take the foundation that SharePoint provides and construct "no code" BI Applications (using custom Workflows, Data Sources/Views, Key Performance Indicators, Excel Services, Business Data Catalog, and InfoPath Forms Services) using the built-in capabilities in SharePoint and SharePoint Designer without coding anything. You will learn how to streamline existing processes, centralize access to information, and ultimately improve support for and use of SharePoint as a business productivity tool in your organization.
Audience:
Power users of SharePoint Team Sites, Site Collection Administrators, Lines of Business owners or managers, designers, and developers will find this course to be a productive look at how SharePoint Designer 2007 and the native capabilities of MOSS Enterprise will help their organization and employees better leverage the tools and information they need to be successful
Prerequisites:
Office SharePoint Designer 2007 Fundamentals; SharePoint Power User level Knowledge of SharePoint; Working knowledge of Office 2007 applications.
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Outline:
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Chapter 1: Introduction to SharePoint Designer |
- Access Existing SharePoint 2007 Sites, Lists, and Libraries
- Open or edit a file in a SharePoint library
- Save a file to a SharePoint library or another Web location
- Web Parts and Web Part Pages
- Insert or Delete a Web Part
- Insert or delete a Web Part zone
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Chapter 2: Data Access in the Browser |
- SharePoint 2007 Data Access in the Browser: Overview
- Creating and Using a Lookup Column
- Overview of Web Parts and Web Part Pages
- SharePoint 2007 Web Part Inventory
- Connect Data in Web Parts
- List View Web Part
- Page Viewer Web Part
- Image Web Part
- Content Editor Web Part
- XML Web Part
- Form Web Part
- Work with Filter Web Parts
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Chapter 3: Data Sources |
- Add a SharePoint list or library as a data source
- Add a database as a data source
- Add a server-side script as a data source
- Add a XML Web service as a data source
- Add a linked data source
- Add another SharePoint site to the Data Source Library
- Copy and modify a data source
- Create a data source query
- Remove a data source from the Data Source Library
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Chapter 4: Data Views |
- Create a Data View of SharePoint lists or libraries
- Display data from multiple sources in a single Data View
- Insert a Data View as a form
- Edit, delete, or insert records in a Data View
- Connect two Data Views
- Filter data in a Data View
- Sort and group data in a Data View
- Create a formula column in a Data View
- Apply conditional formatting to a Data View
- Display sample data in a Data View
- Modify the columns in a Data View
- Modify the columns in a Data View
- Change the layout of a Data View
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Chapter 5: InfoPath 2007 Form Basics |
- A Primer on InfoPath Forms and Forms Services
- Creating InfoPath 2007 Forms
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Chapter 6: Workflows in the Browser |
- Introduction to workflows
- Create a workflow
- Delete or remove a workflow
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Chapter 7: Workflows in SharePoint Designer |
- SharePoint 2007 Data Access in the Browser: Overview
- Creating and Using a Lookup Column
- Overview of Web Parts and Web Part Pages
- SharePoint 2007 Web Part Inventory
- Connect Data in Web Parts
- List View Web Part
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Chapter 8: Advanced Workflow in SharePoint Designer |
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Chapter 9: Report Center, Business Data Catalog, Excel Services |
- Report Center, Business Data Catalog, Excel Services: Overview
- Create and Publish Key Performance Indicators (KPIs)
- Work with Filter Web Parts
- Excel Services
- The Report Center
- Interacting with data
- Sort data in Excel Services
- Viewing Data
- Navigate a workbook in Excel Services
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*Content, days, and times vary depending on your location. Please view the outline prior to purchase or contact the local center for more information.
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