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Home > Training > Developer Training > Report Builder and PerformancePoint 2010 Combo Pack Training

Report Builder and PerformancePoint 2010 Combo Pack Training

Course#: 55059

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.

What you will Learn

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.

Audience

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.

Prerequisites

Before attending this course, students must have:

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

Duration

5 Days

Outline of 55059 Report Builder and PerformancePoint 2010 Combo Pack Training

Module 1: Course Overview

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
We regularly offer classes in these and other cities. Atlanta, Austin, Baltimore, Calgary, Chicago, Cleveland, Dallas, Denver, Detroit, Houston, Jacksonville, Miami, Montreal, New York City, Orlando, Ottawa, Philadelphia, Phoenix, Pittsburgh, Seattle, Toronto, Vancouver, Washington DC.
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