50465: PerformancePoint 2010 Designing and Implementing Scorecards and Dashboards | IT Training & Certification | Info Trek
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50465: PerformancePoint 2010 Designing and Implementing Scorecards and Dashboards

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Course Details

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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.

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.

Before attending this course, students must have:

  • An understanding of the benefits of business intelligence

This program will be conducted with interactive lectures, PowerPoint presentations, discussions and practical exercises

Upon completion of this program, participants should be able to:

  • 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 Synchronize data across multiple mobile devices using Work Folders in Windows 8/Windows 8.1.
  • Connecting to applications via Web Application Proxy.

Modules

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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

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

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

Lessons

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

Lab : MDX (Optional Module)

Lessons

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

Lab : Dashboard Designer

Lessons

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

Lab : Data Connections

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

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

Lessons

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

Lab : Scorecards

Lessons

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

Lab : Dashboard Details

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