Dashboards for Monitoring, Analyzing and Managing

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This Dashboards for Monitoring, Analyzing and Managing Training is designed to empower the students to effectively design web-based dashboards by utilizing the three main tools for dashboard building in the Microsoft tool set. Report Builder 3.0 from SQL Reporting Services, Dashboard Designer from PerformancePoint Services and SharePoint Designer. In using each of these tools you gain the best of breed to combine features and develop dashboards that are highly effective for monitoring, analyzing and managing your business.

  1. Learn to utilize the dashboard development methodology.
  2. Learn to optimize visual design of dashboards.
  3. Learn to structure dashboards hierarchies.
  4. Learn the basics of data visualizations.
  5. Learn about the thirteen crucial errors in dashboard design.
  6. Learn to implement user menus in scorecards.
  7. Learn how to connect into multiple data sources.
  8. Gain familiarity with the definitions of common Business Intelligence terms.
  9. Learn the methodology for connecting into and displaying near-real-time data.
  10. Learn to create parameterized reports.
  11. Learn to create sub reports.
  12. Learn to create map based reports.
  13. Learn to use the Decomposition Tree in PerformancePoint Services.
  14. Learn to connect together SharePoint components into PerformancePoint components.
  15. Learn to use report parts as a library.
  16. Know when to use Report Builder, Dashboard Designer and SharePoint Designer.
  17. Learn to use and understand Report Builder 3.0.
  18. Learn to use and understand Dashboard Designer from PerformancePoint Services.
  19. Learn to use and understand SharePoint Designer for working with dashboards.
  20. Learn to utilize Excel Services to share Excel workbooks.
  21. Learn to design and implement KPIs.
  22. Understand the scoring methodologies used with indicators to change visual displays.
  23. Be able to develop proper filters for easy end-user click to detail on dashboards.
  24. Learn to group scorecards into dashboards and link them together.
  25. Learn to modify the web page hosting the dashboards for branding.
  26. Learn to implement master pages in dashboards for consistency with company standards.
  27. Learn to develop multiple-valued KPIs. For example this year actual and target and last year actual and target at the same relative point in time.
  28. Learn to implement time intelligence features to query such as Year-To-Date, Last 6 Months etc.
  29. Learn to develop filters for scorecards.
  30. Learn the implications of where a filter is applied.
  31. Learn to create effective graphs.
  32. Learn to create visual reports.
  33. Learn to create effective gauges.
  34. Learn to utilize sparklines in reports.
  35. Learn how to secure dashboards.
  36. Learn to use dynamic hierarchies in dashboards.
  37. Learn to implement user menus in dashboards.
  38. Learn to create monitoring dashboards.
  39. Learn to create analytical dashboards.
  40. Learn to create management dashboards.
  1. Course overview
    1. Introduction
    2. Course materials
    3. Facilities
    4. Prerequisites
    5. What we'll be discussing
  2. The Microsoft Business Intelligence Stack tools
    1. SQL Analysis Services
    2. SQL Reporting Services
    3. SharePoint 2010 PerformancePoint Services
    4. SharePoint Business Intelligence Center
    5. Understanding the terminology of dashboards
    6. Report Builder 3.0
    7. Dashboard Designer
    8. SharePoint Designer
    9. Lab: The Business Intelligence Stack
      1. Explore SharePoint 2010 Business Intelligence Center
  3. Dashboard design principles
    1. Dashboard taxonomies
    2. Visual perception
    3. Dashboard design flaws
    4. An effective dashboard design process
    5. Dashboard hierarchy
    6. Dashboard variance
    7. Dynamic dashboards
    8. Dashboard interactivity
    9. Develop multiple dashboards
    10. Change deployed dashboards
    11. Provide interactive help for your dashboards
    12. Monitor dashboard utilization
    13. Control dashboard updates
    14. Lab: PerformancePoint Services 2010
      1. Group lab using scenarios
  4. Report Builder 3.0
    1. Report Builder interface
    2. Data connections
    3. Graphs
    4. Gauges
    5. Parameterized reports
    6. Report parts
    7. Mapping reports
    8. Lab: Report Builder 3.0
    9. Data connections
    10. Graphs
    11. Gauges
    12. Parameterized reports
    13. Report parts
    14. Mapping reports
  5. Dashboard Designer
    1. Dashboard Designer interface
    2. Key performance indicators (KPIs)
    3. Multivalued KPIs
    4. Objective KPIs
    5. Leaf KPIs
    6. Indicators
    7. Filters
    8. Scorecards (as containers)
    9. Connections
    10. Visual reports (Called graphs in Report Builder)
    11. Dashboards (Here we mean the web page)
    12. Lab: Dashboard Designer
      1. Create data connections
      2. Create multiple types of KPIs
      3. Create visual reports
      4. Create the hosting scorecard
      5. Deploy the dashboard to SharePoint
      6. Create filters
  6. SharePoint Designer
    1. SharePoint Designer interface
    2. Business Connectivity Services
    3. SharePoint Web Parts
    4. Using SharePoint Designer for dashboard refinement
    5. Lab: SharePoint Designer
      1. SharePoint Designer interface familiarization
      2. Use Business Connectivity Services in a dashboard
      3. Use SharePoint Web Parts in a dashboard
      4. Using SharePoint Designer for dashboard refinement
  7. Dashboards that monitor
    1. Guidance through monitoring dashboards
    2. Characteristics of monitoring dashboards
    3. Real-time monitoring
    4. Best practices
    5. Instructor guided project as preparation for the lab
    6. Lab: Dashboards that monitor
      1. The students will walk through the creation of three dashboards based on scenarios.
      2. Scenario1
      3. Scenario 2
      4. Scenario 3
      5. Student presentation to the group
  8. Dashboards that analyze
    1. Guidance through analytical dashboards
    2. Characteristics of analytical dashboards
    3. Best practices
    4. Instructor guided project as preparation for the lab
    5. Lab: Dashboards that analyze
      1. Scenario 1
      2. Scenario 2
      3. Scenario 3
      4. Students presentation to the group
  9. Dashboards for management strategy
    1. Guidance through management dashboards
    2. Characteristics of management dashboards
    3. Best practices
    4. Instructor guided project as preparation for the lab
    5. Lab: Dashboards for management strategy
      1. Scenario 1
      2. Scenario 2
      3. Scenario 3
      4. Students presentation to the group
  10. Custom reports and graphs using MDX (Optional module)
    1. What is MDX?
    2. MDX Query Editor
    3. Select statement
    4. Key concepts
    5. Sets
    6. Functions
    7. Time intelligence
    8. Lab: MDX reporting (Optional module)
      1. Examine what MDX can add to the reporting environment
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this SQL Server class:

  • An understanding of the state of the data repository in their environment.
Preparing for Class

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