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 Indicator

Lab: 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 Name

Lab: Create % to LY Target

Lab: Expense to Revenue Ratio Thresholds

Lab: Expense to Revenue Ratio Data Mappings

Lab: Product Gross Profit Margin Indicators

Lab: Product Gross Profit Margin Thresholds

Lab: Product Gross Profit Margin Data Mappings

Lab: Publish KPIs and View Scorecard

Lab: 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 Security

Lab: Add User in SharePoint Server 2007

Lab: Modify Web.Config Files

Lab: Sign in as Different User

Lab: Update Indicator's Permissions

Lab: 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.