Arrow Electronics, Inc.

Performance Point 2010 Designing and Implementing Scorecards and Dashboards

CODE: EDUMS-50465

LENGTH: 3 days

PRICE: $1,785.00

Description

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.

Objectives

At course completion
Discover, design and implement KPIs
Understand the scoring methodologies used with indicators to change visual displays
Decide on how to modify a scoring methodology
Understand the role of SQL Server Analysis Services in measurement
Be able to develop proper filters for easy end-user click to detail on dashboards
Group Scorecards into Dashboards and link them together
Modify the web page hosting the Dashboards for branding
Implement Master Pages in Dashboards for consistency with company standards
Develop multiple-valued KPIs. For example This year Actual and Target and last Year Actual and Target at the same relative point in time
Implement Time Intelligence features to query such as Year-To-Date, Last 6 Months etc.
Use Excel Services and Excel Workbooks in Scorecards or as a data source
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
Use workflows to approve scorecards and dashboards
Develop Filters for Scorecards
Use Dashboard Designer
Work with views of SSAS Cubes to model data for proof of concept for KPIs
Connect into Data Sources via data Connections
Gain a generalized understanding of MDX to write basic queries
Generate Visual Reports and tie them into Dashboards
Utilize decomposition trees
Understand what the advantages of having SharePoint as the platform are
Use dynamic hierarchies in Scorecards
Secure all PerformancePoint objects
Implement User Menus in Scorecards

Audience

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

Before attending this course, students should have:
An understanding of the benefits of business intelligence.

Programme

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
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
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
Module 4: MDX (Optional Module)
Lessons
What is MDX?
MDX Query Editor
Select Statement
Key Concepts
Sets
Functions
Time Intelligence
Lab : MDX (Optional Module)
Module 5: Dashboard Designer
Lessons
Dashboard Designer Internals
Dashboard Designer Interface
First Class Objects
Main Window
Properties
Dashboard Designer Features
Lab : Dashboard Designer
Module 6: Data Connections
Lessons
Data Sources
Multidimensional
Tabular
Specific Sources
SSAS
Excel
SharePoint List
Time Intelligence
Lab : Data Connections
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
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
Module 9: Scorecards
Lessons
Three Categories
SSAS Template
Standard Template
Tabular Scorecards
Data Sources
Implementing Interactivity
Display values
Using Filters
Deploying
Lab : Scorecards
Module 10: Dashboard Details
Lessons
Dashboard Hierarchy
Dashboard Variance
Dynamic Dashboards
Dashboard Interactivity
Lab : Dashboard Details

Session Dates