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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
Modules
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

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 MoreGerald 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 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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