Dashboards for Monitoring, Analyzing and Managing


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Course duration

Course Outline

This Dashboards for Monitoring, Analyzing and Managing Training is designed to empower the students to effectively design web-based dashboards by utilizing the three main tools for dashboard building in the Microsoft tool set. Report Builder 3.0 from SQL Reporting Services, Dashboard Designer from PerformancePoint Services and SharePoint Designer. In using each of these tools you gain the best of breed to combine features and develop dashboards that are highly effective for monitoring, analyzing and managing your business.

  1. Course overview
    1. Introduction
    2. Course materials
    3. Facilities
    4. Prerequisites
    5. What we'll be discussing
  2. The Microsoft Business Intelligence Stack toolsLessons
    1. SQL Analysis Services
    2. SQL Reporting Services
    3. SharePoint 2010 PerformancePoint Services
    4. SharePoint Business Intelligence Center
    5. Understanding the terminology of dashboards
    6. Report Builder 3.0
    7. Dashboard Designer
    8. SharePoint Designer
    9. Lab: The Business Intelligence Stack
      1. Explore SharePoint 2010 Business Intelligence Center
  3. Dashboard design principlesLessons
    1. Dashboard taxonomies
    2. Visual perception
    3. Dashboard design flaws
    4. An effective dashboard design process
    5. Dashboard hierarchy
    6. Dashboard variance
    7. Dynamic dashboards
    8. Dashboard interactivity
    9. Develop multiple dashboards
    10. Change deployed dashboards
    11. Provide interactive help for your dashboards
    12. Monitor dashboard utilization
    13. Control dashboard updates
    14. Lab: PerformancePoint Services 2010
      1. Group lab using scenarios
  4. Report Builder 3.0Lessons
    1. Report Builder interface
    2. Data connections
    3. Graphs
    4. Gauges
    5. Parameterized reports
    6. Report parts
    7. Mapping reports
    8. Lab: Report Builder 3.0
    9. Data connections
    10. Graphs
    11. Gauges
    12. Parameterized reports
    13. Report parts
    14. Mapping reports
  5. Dashboard DesignerLessons
    1. Dashboard Designer interface
    2. Key performance indicators (KPIs)
    3. Multivalued KPIs
    4. Objective KPIs
    5. Leaf KPIs
    6. Indicators
    7. Filters
    8. Scorecards (as containers)
    9. Connections
    10. Visual reports (Called graphs in Report Builder)
    11. Dashboards (Here we mean the web page)
    12. Lab: Dashboard Designer
      1. Create data connections
      2. Create multiple types of KPIs
      3. Create visual reports
      4. Create the hosting scorecard
      5. Deploy the dashboard to SharePoint
      6. Create filters
  6. SharePoint DesignerLessons
    1. SharePoint Designer interface
    2. Business Connectivity Services
    3. SharePoint Web Parts
    4. Using SharePoint Designer for dashboard refinement
    5. Lab: SharePoint Designer
      1. SharePoint Designer interface familiarization
      2. Use Business Connectivity Services in a dashboard
      3. Use SharePoint Web Parts in a dashboard
      4. Using SharePoint Designer for dashboard refinement
  7. Dashboards that monitorLessons
    1. Guidance through monitoring dashboards
    2. Characteristics of monitoring dashboards
    3. Real-time monitoring
    4. Best practices
    5. Instructor guided project as preparation for the lab
    6. Lab: Dashboards that monitor
      1. The students will walk through the creation of three dashboards based on scenarios.
      2. Scenario1
      3. Scenario 2
      4. Scenario 3
      5. Student presentation to the group
  8. Dashboards that analyzeLessons
    1. Guidance through analytical dashboards
    2. Characteristics of analytical dashboards
    3. Best practices
    4. Instructor guided project as preparation for the lab
    5. Lab: Dashboards that analyze
      1. Scenario 1
      2. Scenario 2
      3. Scenario 3
      4. Students presentation to the group
  9. Dashboards for management strategyLessons
    1. Guidance through management dashboards
    2. Characteristics of management dashboards
    3. Best practices
    4. Instructor guided project as preparation for the lab
    5. Lab: Dashboards for management strategy
      1. Scenario 1
      2. Scenario 2
      3. Scenario 3
      4. Students presentation to the group
  10. Custom reports and graphs using MDX (Optional module)Lessons
    1. What is MDX?
    2. MDX Query Editor
    3. Select statement
    4. Key concepts
    5. Sets
    6. Functions
    7. Time intelligence
    8. Lab: MDX reporting (Optional module)
      1. Examine what MDX can add to the reporting environment

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