Microsoft Office PerformancePoint Server 2007 Monitoring & Analytics
 

3-Day (BI-PPS07MA-201-EN)


Description

Written and delivered by industry experts, this three-day course provides students with the technical skills required to design, develop and manage interactive dashboards using Microsoft Office PerformancePoint Server (PPS) 2007 Monitoring. The course consists of lessons, demonstrations and comprehensive "real world" student lab exercises and a case study.
Key topics include:
  • Overview of PPS Monitoring Architecture
  • Installing, configuring and securing PPS Monitoring
  • Creating a library of effective and reusable PPS Monitoring elements
  • Deploying and managing dashboard content
  • Implementing scorecards, dashboards and reports in SharePoint 2007
  • Introducing advanced PPS functionality

Audience

This course is intended for BI Developers, Business Analysts, Power Users and Project Managers.

Prerequisites

Before attending this course, it is recommended that students have the following skills:
  • Experience using Microsoft Windows operating systems
  • A general understanding of relational and multidimensional (OLAP) databases
  • Familiarity with SharePoint, Analysis Services and Reporting Services

Course Outline

Day 1
Module M01 - Introduction to Business Performance Management
In this module, students are introduced to the concepts of Business Performance Management (BPM) scorecarding methodologies including Kaplan Norton's Balanced Scorecard. Students are shown the final solution that they will build throughout the course.
Module M02 - Introduction to PerformancePoint Server 2007 Monitoring
PPS is an integral part of the Microsoft Business Intelligence ecosystem. This module introduces the role PPS plays in Microsoft's strategy of "delivering BI to the masses". Students will learn about PPS' flexible architecture, integration with SharePoint and the ability to create a library of rich, reusable objects that present data from a variety of sources.
Lab 02A: Installing the Monitoring Server
Module M03 - Working with Dashboard Designer
In this module, students begin by exploring the functionality and usage of Dashboard Designer; how it is used to build Monitoring solutions and manage the Monitoring Server. Students will also gain an understanding of the hierarchical nature and common meta data properties of Monitoring elements and how their inter-dependant relationships contribute to a complete solution.
Module M04 - Developing Scorecard Elements
In this module, students will receive detailed instruction on four of the six major elements that make up a Monitoring solution: Indicators, Data Sources, KPIs and Scorecards. Practical experience is gained by creating, previewing and publishing examples of each of these elements.
Lab 04A: Defining Data Sources
Lab 04B: Defining Indicators
Lab 04C: Defining Objectives and KPIs
Lab 04D: Configuring Scorecards
Day 2
Module M05 - Developing Report and Dashboard Elements
In this module, students receive detailed instruction on the remaining two major elements: Reports and Dashboards
Lab 05A: Defining Reports
Lab 05B: Defining the Dashboard
Module M06 - Exporting Content and Working with SharePoint
Once created, Dashboards can be deployed directly to SharePoint. Using the theory presented in this module, students will preview and deploy Dashboards to SharePoint. Students will gain insight on how to work with Monitoring web parts and SharePoint to manage and expose dashboard elements and their data to end users in a variety of ways.
Lab 06A: Deploying the Dashboard
Module M07 - Element Management
Understanding the ways in which element definitions can be managed is an important aspect of Monitoring in an enterprise installation. Using Dashboard Designer students will generate an understanding of the ways in which element definition history and interdependency can be used to manage a library of elements.
 
Module M08 - Securing Monitoring Content
Data security can be controlled from a number of different areas in an IT environment. PPS provides role-based security capabilities on the objects managed in the Monitoring Server. In this module, students learn about Monitoring security. In addition, they learn how security is implemented in SharePoint and how the sources of data contribute to the overall security of a PPS solution.
Module M09 - Advanced Monitoring Topics
There are many ways in which Monitoring components can provide more advanced functionality. Students will gain a greater understanding of the process involved in KPI scoring and the content of the meta data database.
Case study: Foodmart Performance Management. This case study allows students to explore and apply much of the theory presented in all modules of this course.
Day 3
Module M10 – ProClarity Professional - Data Manipulation
This module covers the basics of working with ProClarity Professional to perform analytics.
Module M11 – ProClarity Professional - Navigation
This module goes into more advanced topics for manipulating data and performing analytics in ProClarity Professional.
Lab 11A: Analyzing with ProClarity Professional 6.3
Module M12 – ProClarity Professional – Viewing Data
This module describes the many types of views available in ProClarity including charts, grids, decomposition trees, performance maps, and more.
Module M13 – ProClarity Professional – Saving/ Publishing Views
This module describes how to save views by creating briefing books and publishing those books to ProClarity Analytics Server.
Lab 13A: Advanced Analysis and Publishing
Module M14 – ProClarity Web Standard
This module covers how to analyze data using the Web Standard client in ProClarity Analytics Server.
Students will also learn how to add ProClarity views into PerformancePoint Server dashboards.
Lab 14A: ProClarity Web Standard