Report Builder and Performance Point 2010 (5 days)

Code: 55059
Course duration: 5 days
Location Period
Fort Lauderdale, Florida (Virtual Instructor-Led)
12-04 09:00AM to 12-08 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
12-04 09:00AM to 12-08 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
12-04 09:00AM to 12-08 05:00PM
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Attend Online
12-04 09:00AM to 12-08 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
12-04 09:00AM to 12-08 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
12-04 09:00AM to 12-08 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
12-04 09:00AM to 12-08 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
12-04 09:00AM to 12-08 05:00PM
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Palm Beach County Florida (Instructor-Led)
12-04 09:00AM to 12-08 05:00PM
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Greenwich, Connecticut (Instructor-Led)
12-04 09:00AM to 12-08 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
01-08 09:00AM to 01-12 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
01-08 09:00AM to 01-12 05:00PM
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Attend Online
01-08 09:00AM to 01-12 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
01-08 09:00AM to 01-12 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
01-08 09:00AM to 01-12 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
01-08 09:00AM to 01-12 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
01-08 09:00AM to 01-12 05:00PM
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Palm Beach County Florida (Instructor-Led)
01-08 09:00AM to 01-12 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
01-08 09:00AM to 01-12 05:00PM
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Fort Lauderdale, Florida (Instructor-Led)
01-08 09:00AM to 01-12 05:00PM
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Mid-Town New York City (Instructor-Led)
02-05 09:00AM to 02-09 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
02-05 09:00AM to 02-09 05:00PM
enroll
Attend Online
02-05 09:00AM to 02-09 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
02-05 09:00AM to 02-09 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
02-05 09:00AM to 02-09 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
02-05 09:00AM to 02-09 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
02-05 09:00AM to 02-09 05:00PM
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Palm Beach County Florida (Instructor-Led)
02-05 09:00AM to 02-09 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
02-05 09:00AM to 02-09 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
02-05 09:00AM to 02-09 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led)
03-05 09:00AM to 03-09 05:00PM
enroll
Attend Online
03-05 09:00AM to 03-09 05:00PM
enroll
NYC-23rd Street (Instructor-Led)
03-05 09:00AM to 03-09 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
03-05 09:00AM to 03-09 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
03-05 09:00AM to 03-09 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
03-05 09:00AM to 03-09 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
03-05 09:00AM to 03-09 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
03-05 09:00AM to 03-09 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
03-05 09:00AM to 03-09 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
03-05 09:00AM to 03-09 05:00PM
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About this Course

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 Profile

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.
At Course Completion
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.

    Course Outline

    Module 1

    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.

    Module 2: Introduction to Report Builder 3.0

    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
    • Explore Report Builder 3.0
    • Create Embedded Data Sources and Sets
    • Create Shared Data Sources and Sets
    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.

    Module 3: Report Builder 3.0 Wizards

    This module explains the wizards.
    Lessons
    • Explore the Report Builder 3.0 Wizards
    • Create Reports with the Wizards
    Lab : Report Builder 3.0 Wizards
    • Report Builder 3.0 Wizards
    After completing this module, students will be able to:

    • Use the wizards to create reports.

    Module 4: Report Builder 3.0 Basic 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
    • 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
    • Save Report Parts for Reuse
    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.

    Module 5: Report Builder 3.0 Graphics

    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
    • 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 Gauges
    • Create a Report with Maps
    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.

    Module 6: Intermediate Reports

    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
    • Create Subreports
    • Use Drill Through
    • Create a Report That Allows Interaction
    • Reuse Report Parts
    • Use Time Intelligence
    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.

    Module 7: Report Builder 3.0 Tips and Tricks

    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.

    Module 8: The Business Intelligence Stack

    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
    • Explore Business Intelligence Development Studio
    • Connect into a SQL Server Analysis Services Cube
    • Use SQL Server Management Studio
    • Explore SharePoint 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

    Module 9: PerformancePoint Services 2010

    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
    • Use SharePoint to Create a Site Collection
    • Configure Central Administration for PerformancePoint Services
    • Create and Explore a PerformancePoint Business Intelligence Center
    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

    Module 10: Dashboards and Scorecards Overview

    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
    • Paper Lab
    • Design Each of the Three Categories of Dashboards
    • Group Review
    • Design Your Company Dashboard
    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

    Module 11: Dashboard Designer

    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
    • Create a Data Connection
    • Create a Basic Dashboard
    • Deploy the Dashboard
    • Explore the Dashboard in PPS
    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

    Module 12: Data Connections

    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
    • Create a New Business Intelligence Site for Lab as a Subsite
    • Create a SQL Server Analysis Services Connection and Use It as a Source
    • Create a Data Connection Using Excel Services
    • Create a Data Source Using Import Workbook
    • Connect into a Tabular SharePoint List as a Data Source
    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

    Module 13: Visual Indicators and Key Performance Indicators

    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
    • Visual Indicators and Key Performance Indicators
    • Create Several KPIs
    • Create a Basic Scorecard to Host Your KPIs
    • Utilize a Cube as a Data Source
    • Create an Objective KPI
    • Create a Multivalued KPI
    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

    Module 14: Visual Reports and Filters

    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
    • Create an Analytic Grid
    • Create a Member Selection Filter
    • Create an Analytic Chart
    • Create a Strategy Map
    • Create a Time Intelligence Filter
    • Use Time Intelligence in a Report
    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

    Module 15: Scorecards

    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
    • Create a KPI for Use in Lab
    • Add a Dimension Filter
    • Wire-Up Filters
    • Compare the Effects of Filtering
    • Change Scorecard Settings
    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

    Module 16: Dashboard Details

    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
    • Develop Multiple Dashboards
    • Change Deployed Dashboards
    • Provide Interactive Help for Your Dashboards
    • Monitor Dashboard Utilization
    • Control Dashboard Updates
    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
    Additional Reading
    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
    Prerequisits
    Before attending this course, students must have:

    • A basic understanding of relational databases.
    • An understanding of the benefits of business intelligence.

Guaranteed to Run

2018-03-07 09:00 to 2018-03-09 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)
2017-12-11 09:00 to 2017-12-15 17:00
Attend Online
2017-12-04 09:00 to 2017-12-08 17:00
Attend Online
2017-12-04 09:00 to 2017-12-08 17:00
Attend Online
2017-11-27 09:00 to 2017-12-01 17:00
Attend Online
2017-11-27 08:00 to 2017-12-01 17:15
Attend Online

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