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Dashboard Design and Distribution using Microsoft
Office PerformancePoint Server 2007
Course PP003A: Three days;
Instructor-Led
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About this
Course
The two day
Dashboard Design
and Distribution
course walks
through the
setup of a
dashboard and
all of the
related elements
using Microsoft
Office
PerformancePoint
Server 2007.
Company and
business
requirements are
presented to
students with
assumptions,
offering a
discussion on
how to prepare
for an
implementation.
As part of class
deliverables,
students create
a data source on
an existing
cube, build key
performance
indicators
(KPIs) and a
related
scorecard,
design reports,
and finalize all
elements in a
dashboard.
Administration
and security are
discussed, and
the deployed
dashboard is
viewed through
Microsoft Office
SharePoint
Server 2007.
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Audience Profile
This course is
intended for professionals
who will be
administering or
implementing a
dashboard
solution in
PerformancePoint
Server 2007.
This course is
designed for the
business analyst
and is the
recommended
learning path
for partners and
customers
needing to
implement a
dashboard
solution using
PerformancePoint
Server 2007.
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At Course
Completion
After completing
this course,
students will be
able to:
-
Create a data
source
-
Define
indicators
-
Build key
performance
indicators
(KPIs)
-
Create a
scorecard
-
Design reports
-
Build a
dashboard
-
Discuss
administration
and security
-
Explore
navigation and
end user
interface
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Course Outline
Module 1: Overview and
Demonstration
This module gives
students a general
overview of business
intelligence, as
well as the
Microsoft Office
PerformancePoint
Server 2007
Monitoring and
Analytics offering.
The monitoring
architecture, along
with key features
and a demonstration
is also discussed.
Lessons
-
Business
Intelligence
Overview
-
Monitoring and
Analytics Overview
-
Monitoring Server
Architecture
-
Monitoring Server
Configuration
Manager
-
Dashboard
Demonstration
-
Dashboard Designer
After completing
this module,
students will be
able to:
-
Review Business
Intelligence and
Microsoft Office
PerformancePoint
Server 2007.
-
Introduce
Monitoring and
Analytics.
-
Explore the
architecture of
Monitoring
Server.
-
Review the
Monitoring
Server
Configuration
Manager.
-
Demonstrate the
completed
dashboard.
-
Introduce the
elements of
Dashboard
Designer.
Module 2:
Adventure Works
This module
introduces students
to a fictitious
company, with a
company profile and
business
requirements.
Project scoping is
discussed, and an
implementation
roadmap is provided
to show the high
level steps required
for the class
solution.
Lessons
-
Company Profile
-
Key Business Metrics
-
Guidelines
After completing
this module,
students will be
able to:
-
Review the
Adventure Works
company profile.
-
Identify key
business
metrics.
-
Discuss project
planning.
Module 3:
Dashboard Designer
In this module,
students connect to
Dashboard Designer
and review the
workspace layout.
Navigation,
shortcuts, and
editing options are
reviewed.
Lessons
-
Connecting to
Monitoring Server
-
Navigation Basics
After completing
this module,
students will be
able to:
-
Connect to
Monitoring
Server.
-
Review basic
navigation.
Module 4: Data
Sources
This module has
students review the
different data
source types and
step through
creating a
multidimensional a
data source.
Students review the
creation,
properties, and time
associated with data
sources. The final
data source is
published to the
server.
Lessons
-
Data Source Types
-
Create a
Multidimensional
Data Source
After completing
this module,
students will be
able to:
-
Review data
source types.
-
Create a
multidimensional
data source.
Module 5:
Indicators
This module reviews
predefined and
user-defined
indicators and their
common use. Students
review the two types
of indicators,
centered and
standard. Indicators
are created and
students step
through a lab to
create a custom
defined indicator.
Lessons
-
Indicator Types
-
Create Indicators
Lab : Create Flag
IndicatorLab : Create
Trend Indicator
After completing
this module,
students will be
able to:
-
Discuss
Indicators.
-
Create
Indicators.
Module 6: Key
Performance Indicators
This module reviews
the metrics and
properties of key
performance
indicators (KPIs).
Students create an
operating expenses
KPI and modify
number formats, data
mappings, and
calculations
settings for each
metric. Thresholds
and indicators,
associated with
target metrics are
also defined.
Calculation Settings
and the placement of
the KPI within a
scorecard hierarchy
is discussed,
showing the results
of a sample
scorecard. The
operating expenses
KPI is added to a
scorecard and the
display is
previewed. SQL
Server Business
Intelligence
Development Studio
(BIDS) is launched
to review existing
Analysis Services
KPIs within the
cube. Students step
through creating a
Revenue KPI in
Dashboard Designer,
which references and
leverages the cube
KPI. The Revenue KPI
is applied in a
scorecard later in
the training.
Lessons
-
Actual and Target
Metrics
-
Target Thresholds
-
Create Revenue KPI
After completing
this module,
students will be
able to:
-
Discuss Actual
and Target
Metrics.
-
Explore Target
Thresholds.
-
Create a Revenue
KPI.
Module 7:
Scorecards
This module reviews
scorecard templates
and categories,
working with the
elements on a
scorecard. Students
step through the
creation and
modification of a
scorecard. KPIs are
modified to display
the results based on
business
requirements.
Lessons
-
Overview
-
Create Revenue
Scorecard
-
Modify Revenue
Scorecard
-
Bulk Edit KPIs
-
Channel Revenue KPI
-
Internet Revenue KPI
-
Complete Scorecard
Lab : Number Format,
Calculation, and NameLab
: Create % to LY
TargetLab : Expense to
Revenue Ratio
ThresholdsLab : Expense
to Revenue Ratio Data
MappingsLab : Product
Gross Profit Margin
IndicatorsLab : Product
Gross Profit Margin
ThresholdsLab : Product
Gross Profit Margin Data
MappingsLab : Publish
KPIs and View
ScorecardLab : Publish
the Scorecard
After completing
this module,
students will be
able to:
-
Review
Scorecards and
the Scorecard
Workspace.
-
Create Revenue
Scorecard.
-
Modify Revenue
Scorecard.
-
Edit Multiple
KPIs.
-
Complete Channel
Revenue KPI.
-
Complete
Internet Revenue
KPI.
-
Complete the
Scorecard.
Module 8:
Dashboards
This module steps
through dashboard
page templates,
workspace, and
zones. Students
create a dashboard,
adding a scorecard
and filter. The
dashboard is
previewed and
deployed.
Lessons
-
Overview
-
Editing
-
Properties
-
Filters
-
Create Revenue
Dashboard
-
Preview Dashboard
-
Deploy Dashboard
After completing
this module,
students will be
able to:
-
Review
Dashboards.
-
Explore the
Editor Tab.
-
Review the
Properties Tab.
-
Explore Filters.
-
Create Revenue
Dashboard.
-
Preview the
Dashboard.
-
Deploy the
Dashboard to a
SharePoint Site.
Module 9:
Reports
This module looks at
report design in
Dashboard Designer.
Students discuss
report templates,
and create an
analytic chart and
analytic grid.
Lessons
-
Report Templates
-
Customer Count by
Month Chart
-
Product Analysis
Grid
After completing
this module,
students will be
able to:
-
Discuss Report
Templates.
-
Create an
Analytic Chart
report.
-
Create an
Analytic Grid
report.
Module 10:
Dashboard Design
Continued
Students further
their skills and
knowledge of working
with dashboards by
incorporating the
reports into the
design. Linking
filters, working
with zones, and
display conditions
are explored.
Lessons
-
Working With Zones
-
Add Reports
-
Modify KPIs
-
Filters
-
Publish, Preview,
and Deploy
After completing
this module,
students will be
able to:
-
Modify Zones.
-
Add Reports to
Dashboard.
-
Add Custom
Properties to
KPIs.
-
Link Filters to
Reports.
-
Publish,
Preview, and
Deploy the
Dashboard.
Module 11:
Practice
This module
reinforces key
concepts previously
covered in the
training. Students
are provided with a
practice, creating
additional reports
and modifying the
revenue dashboard.
Students further
their knowledge by
creating an
Operating Expenses
dashboard, including
the Operating
Expenses scorecard
and a SQL Server
report.
Lessons
-
Product Sales by
Month Chart
-
Product Price
Analysis Grid
-
Geographical
Analysis Grid
-
Sales Territory
Analysis Grid
-
Modify Revenue
Dashboard
-
Operating Expenses
Analysis Grid
-
Product Catalog
Reporting Services
-
Create Operating
Expenses Dashboard
After completing
this module,
students will be
able to:
-
Create a Product
Sales by Month
Chart.
-
Create a Product
Price Analysis
Grid.
-
Create a
Geographical
Analysis Grid.
-
Create a Sales
Territory
Analysis Grid.
-
Modify the
Revenue
Dashboard.
-
Create an
Operating
Expenses
Analysis Grid.
-
Reference a
Microsoft SQL
Server Reporting
Services report.
-
Create an
Operating
Expenses
Dashboard.
Module 12:
Security and
Administration
This module focuses
on reviewing the
security at the
role, element, data
source, and
application levels.
Students discuss
user restricted
access for the
elements,
scorecards, and
dashboards. Students
are provided with an
overview of
publishing
dashboards, database
backups, and
migration.
Lessons
-
Role-based
-
Data Source Security
-
Element Security
-
Application Security
-
Testing Security
-
Administration
Lab : Review Analysis
Services SecurityLab :
Add User in SharePoint
Server 2007Lab : Modify
Web.Config FilesLab :
Sign in as Different
UserLab : Update
Indicator's
PermissionsLab : Verify
Dashboard
After completing
this module,
students will be
able to:
-
Review Server
and Element
Roles.
-
Explore
Authentication
Options to Data
Sources.
-
Discuss Element
Security.
-
Discuss
Application
Security.
-
Review Testing
Security.
-
Discuss
Monitoring
Server
Administration.
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