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PerformancePoint 2010 Designing and Implementing Scorecards and Dashboards

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Course duration

  • 3 Days

Course Outline

This PerformancePoint 2010 training provides students with the necessary knowledge to develop Scorecards and Dashboards using PerformancePoint 2010 in their own work environment. The course covers design theory, different types of dashboards, planning, deployment and security. Each of the first class objects such as Indicators, KPIs, Filters, Data Sources, and interconnecting them into scorecards and combining scorecards into dashboards is covered in depth. In addition, peripheral knowledge that greatly enhances the design experience is provided, including an overview of the Microsoft Business Intelligence stack, basic understanding of the hosting services for PerformancePoint 2010 which is SharePoint 2010, MDX queries and SQL Server Analysis Services.

The course is intended for Power Users, Developers and IT Professionals that will be involved with the design, development and maintenance of actionable performance measurements as displayed in a scorecard and dashboard.

  • Learn to discover, design and implement KPIs.
  • Understand the scoring methodologies used with indicators to change visual displays.
  • Learn to decide on how to modify a scoring methodology.
  • Understand the role of SQL Server Analysis Services in measurement.
  • Learn to develop proper filters for easy end-user click to detail on dashboards.
  • Learn to group Scorecards into Dashboards and link them together.
  • Learn to modify the web page hosting the Dashboards for branding.
  • Learn to implement Master Pages in Dashboards for consistency with company standards.
  • Learn to develop multiple-valued KPIs. For example This year Actual and Target and Last Year Actual and Target at the same relative point in time.
  • Learn to implement Time Intelligence features to query such as Year-To-Date, Last 6 Months etc..
  • Learn to use Excel Services and Excel Workbooks in Scorecards or as a data source.
  • Learn to utilize the document management capabilities of SharePoint 2010 for PerformancePoint objects for versioning, document retention and reverting.
  • Understand team development methodologies with developing PerformancePoint to reuse existing objects or to segment projects.
  • Learn to use workflows to approve scorecards and dashboards.
  • Learn to develop Filters for Scorecards.
  • Learn to use Dashboard Designer.
  • Learn to work with views of SSAS Cubes to model data for proof of concept for KPIs.
  • Learn to connect into Data Sources via data Connections.
  • Learn to gain a generalized understanding of MDX to write basic queries.
  • Learn to generate Visual Reports and tie them into Dashboards.
  • Learn to utilize decomposition trees.
  • Learn to understand what the advantages of having SharePoint as the platform are.
  • Learn to use dynamic hierarchies in Scorecards.
  • Learn to secure all PerformancePoint objects.
  • Learn to implement User Menus in Scorecards.
  • An understanding of the benefits of business intelligence.
  1. The Business Intelligence Stack
    1. SQL 2008R2 Business Intelligence Platform
    2. SQL Analysis Services
    3. SQL Reporting Services
    4. Performance Management Tools
    5. SharePoint 2010
    6. Multidimensional Space
    7. MDX
    8. Data Mining
    9. Understanding the Terminology
    10. Lab: The Business Intelligence Stack
      1. Explore Business Intelligence Development Studio
      2. Connect into a SQL Server Analysis Services Cube
      3. Use SQL Server Management Studio
      4. Explore SharePoint 2010
  2. PerformancePoint Services 2010
    1. Integration with SharePoint Server 2010
    2. Common Service Application Framework
    3. New PerformancePoint Features
    4. Storage Security
    5. Time Intelligence and Dynamic Filters
    6. Linking of Web Parts
    7. KPI Details Report
    8. Retired Features
    9. Lab: PerformancePoint Services 2010
      1. Use SharePoint to create a site collection
      2. Configure Central Administration for PerformancePoint Services
      3. Create and Explore a PerformancePoint Business Intelligence Center
  3. Dashboards and Scorecards Overview
    1. What is a Dashboard?
    2. What is a Scorecard?
    3. Scorecards in PPS
    4. KPI Collections
    5. Dashboard Design Guidelines
    6. Dashboards designed to Monitor
    7. Dashboards designed to Analyze
    8. Dashboards designed as Management views such as Six Sigma
    9. Lab: Dashboards and Scorecards Overview
      1. Paper lab
      2. Design each of the three categories of dashboards
      3. Group Review
      4. Design your company dashboard
  4. MDX (Optional Module)
    1. What is MDX?
    2. MDX Query Editor
    3. Select Statement
    4. Key Concepts
    5. Sets
    6. Functions
    7. Time Intelligence
    8. Lab: MDX (Optional Module)
      1. Understand the Cell
      2. Write a Tuple
      3. MDX Sets
      4. Write a SELECT statement
      5. Write a Function
      6. Implement Time
  5. Dashboard Designer
    1. Dashboard Designer Internals
    2. Dashboard Designer Interface
    3. First Class Objects
    4. Main Window
    5. Properties
    6. Dashboard Designer Features
    7. Lab: Dashboard Designer
      1. Create a Data Connection
      2. Create a Basic Dashboard
      3. Deploy the Dashboard
      4. Explore the Dashboard in PPS
  6. Data Connections
    1. Data Sources
    2. Multidimensional
    3. Tabular
    4. Specific Sources
    5. SSAS
    6. Excel
    7. SharePoint List
    8. Time Intelligence
    9. Lab: Data Connections
      1. Create a new Business Intelligence site for lab as a sub site
      2. Create a SQL Server Analysis Services Connection and use it as source
      3. Create a Data Connection using Excel Services
      4. Create a Data Source using Import Workbook
      5. Connect into a tabular SharePoint list as a Data Source
  7. Visual Indicators and Key Performance Indicators
    1. Visual Indicators
    2. Categorizing Indicators
    3. Performance Measures
    4. KPI Characteristics
    5. KPI Details
    6. KPI Templates
    7. Formatting Numbers
    8. Data Mappings
    9. Calculation Metrics
    10. Scoring Patterns
    11. Banding Methods
    12. KPI Details Report
    13. Best Practices
    14. Lab: Visual Indicators and Key Performance Indicators
      1. Create a custom Indicator
      2. Create several KPIs
      3. Create a basic Scorecard to host your KPIs
      4. Utilize a cube as a data source
      5. Create an objective KPI
      6. Create a multi-valued KPI
  8. Visual Reports and Filters
    1. Types of Reports
    2. Analytic Chart
    3. Analytic Grid
    4. Excel Services
    5. ProClarity Analytics
    6. SQL Server Reporting Services
    7. Filters
    8. Filtering
    9. Provider and Consumer
    10. Member Selection
    11. Named Set
    12. STPS to MDX
    13. Post Formula
    14. Lab: Visual Reports and Filters
      1. Create an Analytic Grid
      2. Create a Member Selection Filter
      3. Create an Analytic Chart
      4. Create a Strategy Map
      5. Create a Time Intelligence Filter
      6. Use Time Intelligence in a Report
  9. Scorecards
    1. Three Categories
    2. SSAS Template
    3. Standard Template
    4. Tabular Scorecards
    5. Data Sources
    6. Implementing Interactivity
    7. Display values
    8. Using Filters
    9. Deploying
    10. Lab: Scorecards
      1. Create a KPI for use in lab
      2. Add a dimension filter
      3. Wire up filters
      4. Compare the effects of filtering
      5. Change Scorecard Settings
  10. Dashboard
    1. Dashboard Hierarchy
    2. Dashboard Variance
    3. Dynamic Dashboards
    4. Dashboard Interactivity
    5. Lab: Dashboard Details
      1. Develop multiple Dashboards
      2. Change Deployed Dashboards
      3. Provide interactive Help for your Dashboards
      4. Monitor Dashboard Utilization
      5. Control Dashboard Updates

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