Course 50465-B: PerformancePoint 2010 Designing and Implementing Scorecards and Dashboards

Microsoft

Course 50465-B: PerformancePoint 2010 Designing and Implementing Scorecards and Dashboards

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This instructor-led course 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.

Audience Profile

This 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.

Prerequisites

Course outline

Module 1: The Business Intelligence Stack

Module Overview

In this module we are going to take a look at 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 Sessions

The Business Intelligence Stack

Lab Lessons

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

After completing this module, students will be able to:

Understand the overview of the stack.
Explain the role of each of the services in SQL for BI.
Overview of SharePoint.
Gain a familiarity with terminology used in products.
Understand Multidimensional Space.
Review Components of SharePoint .

Module 2: PerformancePoint Services 2010

Module Overview

In this module we are going to take a look at the 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 Sessions

PerformancePoint Services 2010

Lab Lessons

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

After completing this module, students will be able to:

Review Integration with SharePoint.
Advantages of SharePoint Security.
See New Features in PerformancePoint Services.
Retired Features.
Understand Object Hierarchy in PPS.

Module 3: Dashboards and Scorecards Overview

Module Overview

In this module we are going to take a look at the Dashboards and Scorecards.

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 Sessions

Dashboards and Scorecards Overview

Lab Lessons

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

After completing this module, students will be able to:

Discover the two definitions of a Dashboard.
Explore Scorecards.
Learn the three types of Dashboards.

Module 4: MDX

Module Overview

In this module we are going to take a look at the MDX.

Lessons

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

Lab Sessions

MDX

Lab Lessons

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

After completing this module, students will be able to:

Understand what the MDX is.

Module 5: Dashboard Designer

Module Overview

In this module we are going to take a look at the Dashboard Designer.

Lessons

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

Lab Sessions

Dashboard Designer

Lab Lessons

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

After completing this module, students will be able to:

Review Module Goals.
Examine the Dashboard Designer Internal structure.
Work with the Dashboard Designer Interface.
Understand First Class Objects.
Explore the windows.
Review the features of Dashboard Designer.

Module 6: Data Connections

Module Overview

In this module we are going to take a look at the Data Connections.

Lessons

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

Lab Sessions

Data Connections

Lab Lessons

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

After completing this module, students will be able to:

Understand types of Data Connections.
Explore each type of Data Connections.

Module 7: Visual Indicators and Key Performance Indicators

Module Overview

In this module we are going to take a look at the 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 Sessions

Visual Indicators and Key Performance Indicators

Lab Lessons

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

After completing this module, students will be able to:

Explain the advantages of Visual Indicators.
Categorize Indicators.
Discover Performance Measures.
Review the 7 characteristics of KPIs.
Configure KPIs.

Module 8: Visual Reports and Filters

Module Overview

In this module we are going to take a look at the 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 Sessions

Visual Reports and Filters

Lab Lessons

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

After completing this module, students will be able to:

Explore Visual Reports.
Understand the link to SQL Server Reporting Services.
Work with filters.

Module 9: Scorecards

Module Overview

In this module we are going to take a look at the Scorecards.

Lessons

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

Lab Sessions

Scorecards

Lab Lessons

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

After completing this module, students will be able to:

Categorize Scorecards.
Explore Scorecard Templates.
Utilize Scorecard Wizard.
Apply Filter to Scorecard.

Module 10: Dashboard Details

Module Overview

In this module we are going to take a look at the Dashboard Details.

Lessons

Dashboard Hierarchy
Dashboard Variance
Dynamic Dashboards
Dashboard Interactivity

Lab Sessions

Dashboard Details

Lab Lessons

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

After completing this module, students will be able to:

Understand the details of Dashboards.
Understand Filters.
Make connections between web parts.

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