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55059: Report Builder And Performancepoint 2010

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  1. 5 Days

55059: Report Builder And Performancepoint 2010

WHAT YOU WILL LEARN

This five-day instructor-led course provides students with the necessary knowledge to develop reports using Microsoft Report Builder 3.0. The training environment includes SQL 2008R2, SQL Express 2012 and SQL 2012 Standard and Enterprise so that the students can utilize Report Builder 3.0 and generate reports from multiple sources to investigate the different features of each release.

The course covers the Report Builder 3.0 wizards, basics of report design, intermediate reports with report parameters and report expressions, report visualizations including graphs, charts, images, and gauges, advanced reporting including the utilization of maps, interactive reports, Report Parts and subreports.

The course concludes with a special module that includes over 100 tips and tricks for Report Builder 3.0 with step-by-step instructions. All of the examples are available as a take-away for the students after the course.

This course also 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 are covered 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, and SQL Server Analysis Services.

AUDIENCE

This course is intended for power users, developers, and IT professionals that will be involved with the design, development, and maintenance of reports created with Report Builder 3.0 and actionable performance measurements as displayed in a scorecard and dashboard.

PREREQUISITES

Before attending this course, students must have:

  • A basic understanding of relational databases.
  • An understanding of the benefits of business intelligence.

METHODOLOGY

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

COURSE OBJECTIVES

After completing this course, students will be able to:

  • Plan your reports.
  • Utilize Report Builder 3.0 wizards.
  • Create an embedded data source.
  • Create an embedded dataset.
  • Create shared data sources and datasets.
  • Use report parameters.
  • Use report expressions.
  • Create report gauges.
  • Create report graphs.
  • Use images in reports.
  • Use report lists.
  • Use report tables.
  • Use the matrix.
  • Create maps in reports.
  • Create subreports.
  • Use Report Parts.
  • Create interactive reports.
  • Use keyboard shortcuts.
  • 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.
  • Develop proper filters for easy end-user click to detail on dashboards.
  • Group scorecards into dashboards and link them together.
  • Modify the webpage hosting the dashboards for branding.
  • Implement Master Pages in dashboards for consistency with company standards.
  • Develop multivalued 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 queries 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 the advantages of having SharePoint as the platform.
  • Use dynamic hierarchies in scorecards.
  • Secure all PerformancePoint objects.
  • Implement user menus in scorecards

Expand All

Modules

Module 1: Course Overview

This module explains how the class will be structured and introduces course materials and additional administrative information.

Lessons

  • Introduction
  • Course Materials
  • Facilities
  • Prerequisites
  • What We'll Be Discussing

After completing this module, students will be able to:

  • Successfully log into their virtual machine.
  • Have a full understanding of what the course intends to cover.
Module 2: Introduction to Report Builder 3.0

This module introduces the interface of Report Builder 3.0, the different features available, and variances in data sources and sets.

Lessons

  • Plan Your Reports
  • The Interface
  • Variances Between SQL Versions
  • How to Use Report Builder 3.0 with SQL Express 2012
  • Data Sources
  • Datasets

Lab : Introduction to Report Builder 3.0

After completing this module, students will be able to:

  • Plan the reports.
  • Use Report Builder 3.0 and understand the parts of the interface.
  • Launch Report Builder 3.0 from multiple sources.
  • Create embedded and shared data sources and datasets.
Module 3: Report Builder 3.0 Wizards

This module explains the wizards.

Lessons

  • Explore the Report Builder 3.0 Wizards
  • Create Reports with the Wizards

Lab : Report Builder 3.0 Wizards

After completing this module, students will be able to:

  • Use the wizards to create reports.
Module 4: Report Builder 3.0 Basic Reports

This module covers report basics with lists, matrix, and tables, then goes into parameters and the expresionable aspect of reports.

Lessons

  • Report Lists
  • Report Tables
  • Report Matrix
  • The Data Region
  • Report Parameters
  • Report Expressions
  • Formatting Reports

Lab : Report Builder 3.0 Basic Reports

After completing this module, students will be able to:

  • Create a report using a list.
  • Create a report using a table.
  • Create a report using a matrix.
  • Create a report using multiple data regions.
  • Use report parameters.
  • Use report expressions.
  • Format the report.
Module 5: Report Builder 3.0 Graphics

This module is a detailed look at graphics including embedded and Bing maps.

Lessons

  • Report Charts
  • Report Images
  • Report Sparklines
  • Report Data Bars
  • Report Gauges
  • Report Maps

Lab : Report Builder 3.0 Graphics

After completing this module, students will be able to:

  • Create a report with charts.
  • Create a report with images.
  • Create a report with sparklines.
  • Create a report with data bars.
  • Create a report with maps.
  • Create a report with gauges.
Module 6: Intermediate Reports

This module covers intermediate reporting with emphasis on actionable reports.

Lessons

  • Time Intelligence
  • Drill Through
  • Subreports
  • Interacting with Actionable Reports
  • Reuse Report Parts

Lab : Intermediate Reports

After completing this module, students will be able to:

  • Create subreports.
  • Use drill through.
  • Create a report that allows interaction.
  • Reuse Report Parts.
  • Use Time Intelligence.
Module 7: Report Builder 3.0 Tips and Tricks

This module is a collection of how-to with examples.

Lessons

  • This module is a collection of how-to with examples.

Lab : Dozens of Step-By-Step Examples for Report Situations

After completing this module, students will be able to:

  • Use the tips and tricks.
Module 8: The Business Intelligence Stack

This module explains how to name, declare, assign values to, and use variables. It also describes how to store data in an array. (e.g. This module explains how to install, upgrade and migrate to Windows 7. It also describes the key features, editions, and hardware requirements of Windows 7)

Lessons

  • SQL 2008 R2 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

After completing this module, students will be able to:

  • Describe the key features, editions, and hardware requirements of Windows 7.
  • Perform a clean installation of Windows 7
  • Upgrade and Migrate to Windows 7 from an earlier version of Windows.
  • Perform an image-based installation of Windows 7
  • Resolve common application compatibility issues
Module 9: PerformancePoint Services 2010

This module explains how to name, declare, assign values to, and use variables. It also describes how to store data in an array. (e.g. This module explains how to install, upgrade and migrate to Windows 7. It also describes the key features, editions, and hardware requirements of Windows 7)

Lessons

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

Lab : PerformancePoint Services 2010

After completing this module, students will be able to:

  • Describe the key features, editions, and hardware requirements of Windows 7.
  • Perform a clean installation of Windows 7
  • Upgrade and Migrate to Windows 7 from an earlier version of Windows.
  • Perform an image-based installation of Windows 7
  • Resolve common application compatibility issues
Module 10: Dashboards and Scorecards Overview

This module explains how to name, declare, assign values to, and use variables. It also describes how to store data in an array. (e.g. This module explains how to install, upgrade and migrate to Windows 7. It also describes the key features, editions, and hardware requirements of Windows 7)

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

After completing this module, students will be able to:

  • Describe the key features, editions, and hardware requirements of Windows 7.
  • Perform a clean installation of Windows 7
  • Upgrade and Migrate to Windows 7 from an earlier version of Windows.
  • Perform an image-based installation of Windows 7
  • Resolve common application compatibility issues
Module 11: Dashboard Designer

This module explains how to name, declare, assign values to, and use variables. It also describes how to store data in an array. (e.g. This module explains how to install, upgrade and migrate to Windows 7. It also describes the key features, editions, and hardware requirements of Windows 7)

Lessons

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

Lab : Dashboard Designer Features

After completing this module, students will be able to:

  • Describe the key features, editions, and hardware requirements of Windows 7.
  • Perform a clean installation of Windows 7
  • Upgrade and Migrate to Windows 7 from an earlier version of Windows.
  • Perform an image-based installation of Windows 7
  • Resolve common application compatibility issues
Module 12: Data Connections

This module explains how to name, declare, assign values to, and use variables. It also describes how to store data in an array. (e.g. This module explains how to install, upgrade and migrate to Windows 7. It also describes the key features, editions, and hardware requirements of Windows 7)

Lessons

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

Lab : Data Connections

After completing this module, students will be able to:

  • Describe the key features, editions, and hardware requirements of Windows 7.
  • Perform a clean installation of Windows 7
  • Upgrade and Migrate to Windows 7 from an earlier version of Windows.
  • Perform an image-based installation of Windows 7
  • Resolve common application compatibility issues
Module 13: Visual Indicators and Key Performance Indicators

This module explains how to name, declare, assign values to, and use variables. It also describes how to store data in an array. (e.g. This module explains how to install, upgrade and migrate to Windows 7. It also describes the key features, editions, and hardware requirements of Windows 7)

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

After completing this module, students will be able to:

  • Describe the key features, editions, and hardware requirements of Windows 7.
  • Perform a clean installation of Windows 7
  • Upgrade and Migrate to Windows 7 from an earlier version of Windows.
  • Perform an image-based installation of Windows 7
  • Resolve common application compatibility issues
Module 14: Visual Reports and Filters

This module explains how to name, declare, assign values to, and use variables. It also describes how to store data in an array. (e.g. This module explains how to install, upgrade and migrate to Windows 7. It also describes the key features, editions, and hardware requirements of Windows 7)

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

After completing this module, students will be able to:

  • Describe the key features, editions, and hardware requirements of Windows 7.
  • Perform a clean installation of Windows 7
  • Upgrade and Migrate to Windows 7 from an earlier version of Windows.
  • Perform an image-based installation of Windows 7
  • Resolve common application compatibility issues
Module 15: Scorecards

This module explains how to name, declare, assign values to, and use variables. It also describes how to store data in an array. (e.g. This module explains how to install, upgrade and migrate to Windows 7. It also describes the key features, editions, and hardware requirements of Windows 7)

Lessons

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

Lab : Scorecards

After completing this module, students will be able to:

  • Describe the key features, editions, and hardware requirements of Windows 7.
  • Perform a clean installation of Windows 7
  • Upgrade and Migrate to Windows 7 from an earlier version of Windows.
  • Perform an image-based installation of Windows 7
  • Resolve common application compatibility issues
Module 16: Dashboard Details

This module explains how to name, declare, assign values to, and use variables. It also describes how to store data in an array. (e.g. This module explains how to install, upgrade and migrate to Windows 7. It also describes the key features, editions, and hardware requirements of Windows 7)

Lessons

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

Lab : Dashboard Details

After completing this module, students will be able to:

  • Describe the key features, editions, and hardware requirements of Windows 7.
  • Perform a clean installation of Windows 7
  • Upgrade and Migrate to Windows 7 from an earlier version of Windows.
  • Perform an image-based installation of Windows 7
  • Resolve common application compatibility issues
Additional Reading

To help you prepare for this class, review the following resources:

  • Brian Larson, Delivering Business Intelligence with Microsoft SQL Server 2008, Second Edition (McGraw-Hill, November 19, 2008)
  • Microsoft CWL course 50263D Introduction to Microsoft Business Intelligence from SQL 2008 through SharePoint and Office 2007
Ivan Foong Chin Hing

Ivan Foong Chin Hing

An accomplished consultant specializing in IT systems and network infrastructure. He has more than 10 years of practical experience in successfully implementing and managing business critical systems, telecommunications networks and peripheral components.

He possesses first- rate communication skills enabling him to work well at all business levels in directing systems, processes, operating procedures and documentation on-site for remote locations. He is a self-driven and motivated professional with the versatility to work among diverse groups and in handling complex problems effectively.

He has conducted various technical courses with IT professionals from various industries including oil and gas, banking, IT vendors and government sect or. His training programs include Cisco; CCNA, CCDA and CCNP, Microsoft IT professional tracks, CompTIA and EC-Council's CEH a nd CHFI. In many occasions, he has had to customize programs to meet certain project requirements undertaken by customers. This further enhances their understanding and concept applicability during implementation.

Read More

Gerald Hoong Seng Kah

Gerald Hoong Seng Kah

Gerald has 19 years of information technology experience and on community service and event experiences, he excels impressively. He was invited as a speaker for 3 break-out sessions for Microsoft TechED SEA 2008 on SQL Server 2008 at Kuala Lumpur Convention Center.

He even participated at the “Ask-The-Expert" booth for Microsoft Visual Studio 2008 and Microsoft SQL Server 2008 at the Heroes Launch 2008 and conducted a Microsoft Visual Studio Team System 2008, formerly code-named “Orcas" Metro workshop for Microsoft Certified Partners and independent software vendors (ISVs).

He was invited as a speaker on various occasions such as during the 2 break-out sessions and 3 instructor-led sessions at Microsoft TechED SEA 2007 on SQL Server 2008 and Office SharePoint Server 2007 respectively at Kuala Lumpur Convention Center. He was also a speaker for an instructor-led session at Microsoft TechEd SEA 2006 on development of web parts using Windows SharePoint Services Version 3.0 at Kuala Lumpur Convention Center.

He conducted a few Microsoft Office 2007 Touchdown workshops for Microsoft Certified Partners and independent software vendors and Microsoft Windows Vista Beta 1 Touchdown workshop and Microsoft Windows Vista Beta 1 Touchdown workshop for Microsoft Certified Partners and ISVs. He also conducted a Microsoft Windows Server code-named “Longhorn" Touchdown workshop and Microsoft Visual Studio Team System workshop for Microsoft Certfied Partners and ISVs.

He was invited as a guest speaker on Microsoft Office 2007 development for the MIND community, which is an active IT community under the helm of Microsoft. He is a committee member of SQL Practitioners Alliance Network (SPAN).

He was the co- speaker and tag team presenter at the recently concluded World SharePoint Conference 2014 at Las Vegas, USA. He was the only Malaysian presenter among the other presenters from Asia.

In March 2014, he participated as co-speaker and tag team presenter at the World SharePoint Conference 2014 at Venetian Hotel and Resorts, Las Vegas, USA.

Recently, he conducted a specialized Microsoft SharePoint training and consultancy for a team of 17 people from Carlsberg Group at Carlsberg & Jacobsen Brewhouse in Copenhagen, Denmark.

Read More

Patrick Yong Chee Meng

Patrick Yong Chee Meng

Patrick is one of the founders of SPUG, an independent body of SharePoint developers in Malaysia. His own business specializing in empowering employees' collaboration within the enterprise with technologies which is provides training, consultancy and solutions to help enterprises maximize their ROI on employees Intranet. He has been recognized as a Microsoft Most Valuable Profession in SharePoint Server since 2008. Read More

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