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PerformancePoint 2010 Designing and Implementing Scorecards and Dashboards (50465)

Course Description Schedule Course Outline

Detailed Course Outline

Module 1: The Business Intelligence Stack
Lessons

  • SQL 2008R2 Business Intelligence Platform
  • SQL Analysis Services
  • SQL Reporting Services
  • Performance Management Tools
  • SharePoint 2010
  • Multidimensional Space
  • MDX
  • Data Mining
  • Understanding the Terminology

Lab : The Business Intelligence Stack

  • Explore Business Intelligence Development Studio
  • Connect into a SQL Server Analysis Services Cube
  • Use SQL Server Management Studio
  • Explore SharePoint 2010

Module 2: PerformancePoint Services 2010
Lessons

  • Integration with SharePoint Server 2010
  • Common Service Application Framework
  • New PerformancePoint Features
  • Storage Security
  • Time Intelligence and Dynamic Filters
  • Linking of Web Parts
  • KPI Details Report
  • Retired Features

Lab : PerformancePoint Services 2010

  • Use SharePoint to create a site collection
  • Configure Central Administration for PerformancePoint Services
  • Create and Explore a PerformancePoint Business Intelligence Center

Module 3: Dashboards and Scorecards Overview
Lessons

  • What is a Dashboard?
  • What is a Scorecard?
  • Scorecards in PPS
  • KPI Collections
  • Dashboard Design Guidelines
  • Dashboards designed to Monitor
  • Dashboards designed to Analyze
  • Dashboards designed as Management views such as Six Sigma

Lab : Dashboards and Scorecards Overview

  • Paper lab
  • Design each of the three categories of dashboards
  • Group Review
  • Design your company dashboard

Module 4: MDX (Optional Module)
Lessons

  • What is MDX?
  • MDX Query Editor
  • Select Statement
  • Key Concepts
  • Sets
  • Functions
  • Time Intelligence

Lab : MDX (Optional Module)

  • Understand the Cell
  • Write a Tuple
  • MDX Sets
  • Write a SELECT statement
  • Write a Function
  • Implement Time

Module 5: Dashboard Designer
Lessons

  • Dashboard Designer Internals
  • Dashboard Designer Interface
  • First Class Objects
  • Main Window
  • Properties
  • Dashboard Designer Features

Lab : Dashboard Designer

  • Create a Data Connection
  • Create a Basic Dashboard
  • Deploy the Dashboard
  • Explore the Dashboard in PPS

Module 6: Data Connections
Lessons

  • Data Sources
  • Multidimensional
  • Tabular
  • Specific Sources
  • SSAS
  • Excel
  • SharePoint List
  • Time Intelligence

Lab : Data Connections

  • Create a new Business Intelligence site for lab as a sub site
  • Create a SQL Server Analysis Services Connection and use it as source
  • Create a Data Connection using Excel Services
  • Create a Data Source using Import Workbook
  • Connect into a tabular SharePoint list as a Data Source

Module 7: Visual Indicators and Key Performance Indicators
Lessons

  • Visual Indicators
  • Categorizing Indicators
  • Performance Measures
  • KPI Characteristics
  • KPI Details
  • KPI Templates
  • Formatting Numbers
  • Data Mappings
  • Calculation Metrics
  • Scoring Patterns
  • Banding Methods
  • KPI Details Report
  • Best Practices

Lab : Visual Indicators and Key Performance Indicators

  • Create a custom Indicator
  • Create several KPIs
  • Create a basic Scorecard to host your KPIs
  • Utilize a cube as a data source
  • Create an objective KPI
  • Create a multi-valued KPI

Module 8: Visual Reports and Filters
Lessons

  • Types of Reports
  • Analytic Chart
  • Analytic Grid
  • Excel Services
  • ProClarity Analytics
  • SQL Server Reporting Services
  • Filters
  • Filtering
  • Provider and Consumer
  • Member Selection
  • Named Set
  • STPS to MDX
  • Post Formula

Lab : Visual Reports and Filters

  • Create an Analytic Grid
  • Create a Member Selection Filter
  • Create an Analytic Chart
  • Create a Strategy Map
  • Create a Time Intelligence Filter
  • Use Time Intelligence in a Report

Module 9: Scorecards
Lessons

  • Three Categories
  • SSAS Template
  • Standard Template
  • Tabular Scorecards
  • Data Sources
  • Implementing Interactivity
  • Display values
  • Using Filters
  • Deploying

Lab : Scorecards

  • Create a KPI for use in lab
  • Add a dimension filter
  • Wire up filters
  • Compare the effects of filtering
  • Change Scorecard Settings

Module 10: Dashboard Details
Lessons

  • Dashboard Hierarchy
  • Dashboard Variance
  • Dynamic Dashboards
  • Dashboard Interactivity

Lab : Dashboard Details

  • Develop multiple Dashboards
  • Change Deployed Dashboards
  • Provide interactive Help for your Dashboards
  • Monitor Dashboard Utilization
  • Control Dashboard Update
 

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