This two day instructor-led virtual classroom course is designed to empower the students to effectively design web-based dashboards by utilizing builtin tools for dashboard building in the Microsoft tool set in support of Project Server including 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 Project and SharePoint information.
 
 

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

Module 2: The Microsoft Business Intelligence Stack tools

Lessons

SQL Analysis Services

SQL Reporting Services

SharePoint 2013 PerformancePoint Services

SharePoint Business Intelligence Center

Understanding the terminology of dashboards

  • Report Builder 3.0
  • Dashboard Designer
  • SharePoint Designer

 

Lab : The Business Intelligence Stack

Explore SharePoint 2013 Business Intelligence Center

Module 3: Dashboard design principles

Lessons

  • Dashboard taxonomies
  • Visual perception
  • Dashboard design flaws
  • An effective dashboard design process
  • Dashboard hierarchy
  • Dashboard variance
  • Dynamic dashboards
  • Dashboard interactivity
  • Develop multiple dashboards
  • Change deployed dashboards
  • Provide interactive help for your dashboards
  • Monitor dashboard utilization
  • Control dashboard updates

Lab : PerformancePoint Services 2013

Group lab using scenarios

Module 4: Report Builder 3.0

Lessons

  • Report Builder interface
  • Data connections
  • Graphs
  • Gauges
  • Parameterized reports
  • Report parts
  • Mapping reports

Lab : Report Builder 3.0

  • Data connections
  • Graphs
  • Gauges
  • Parameterized reports
  • Report parts
  • Mapping reports

Module 5: Dashboard Designer

Lessons

  • Dashboard Designer interface
  • Key performance indicators (KPIs)
  • Multivalued KPIs
  • Objective KPIs
  • Leaf KPIs
  • Indicators
  • Filters
  • Scorecards (as containers)
  • Connections
  • Visual reports (Called graphs in Report Builder)
  • Dashboards (Here we mean the web page)

Lab : Dashboard Designer

  • Create data connections
  • Create multiple types of KPIs
  • Create visual reports
  • Create the hosting scorecard
  • Deploy the dashboard to SharePoint
  • Create filters

Module 6: SharePoint Designer

Lessons

  • SharePoint Designer interface
  • Business Connectivity Services
  • SharePoint Web Parts
  • Using SharePoint Designer for dashboard refinement

Lab : SharePoint Designer

  • SharePoint Designer interface familiarization
  • Use Business Connectivity Services in a dashboard
  • Use SharePoint Web Parts in a dashboard
  • Using SharePoint Designer for dashboard refinement

Module 7: Dashboards that monitor

Lessons

  • Guidance through monitoring dashboards
  • Characteristics of monitoring dashboards
  • Real-time monitoring
  • Best practices
    Instructor guided project as preparation for the lab
    Lab : Dashboards that monitor
    The students will walk through the creation of three dashboards based on scenarios.
  • Scenario1
  • Scenario 2
  • Scenario 3
    Student presentation to the group

Module 8: Dashboards that analyze

Lessons

  • Guidance through analytical dashboards
  • Characteristics of analytical dashboards
  • Best practices
    Instructor guided project as preparation for the lab

Lab : Dashboards that analyze
The students will walk through the creation of three dashboards based on scenarios.

  • Scenario1
  • Scenario 2
  • Scenario 3
    Student presentation to the group
 

Project Server Advanced Reporting-Upcoming

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FAQ's

  • What is the difference between On Demand and Virtual Classroom?
    • On demand is learn at your own pace on your schedule while virtual classroom is instructor-led at set time and dates.
  • With On Demand, do I have access 24/7?
    • Yes, you can login and work with the material and labs anytime you like.
  • Do I need any special software?
    • A browser and an Internet connection is all you need.
  • For Virtual Classroom, is it taught by a live instructor?
    • Yes
  • Are the courses monitored by experts?
    • Yes, we only work with subject matter experts with many years of consulting and training.
  • Can I ask follow up questions with the Instructor?
    • Yes, that's why we are here.
  • How long do I have access after I sign up?
    • Most courses are 90 days but some of the bundles are one year.
  • Can I take both On Demand and attend a Virtual Classroom session for a discount?
    • Yes, just talk to one of our COD representatives and they can provide bundle discounts and pricing.
  • How long does it take after I sign up?
    • Usually within 24 hrs or less.
  • Check all of our FAQ's