55059: Report Builder And Performancepoint 2010 | IT Training & Certification | Info Trek
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55059: Report Builder And Performancepoint 2010

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    5 Days

Course Details

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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.

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.

Before attending this course, students must have:

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

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

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

Modules

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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.

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.

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.

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.

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.

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.

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.

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

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

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

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

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

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

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

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

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

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

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