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
 

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FAQ's

  • Do you provide training for groups?
    • Group training is an option across all of the titles we teach.
  • Can the training be done virtually?
    • Yes, all of our titles can be delivered virtually where the student and instructor are in different locations.
  • Can it also be done at our location?
    • We have trainers available for onsite as well.
  • What if our team is dispursed across the country or globe?
    • Satellite locations and virtual classrooms can be set up across our 3,000+ location of classrooms.
  • What if we don't need to be trained on all of the content in the standard agendas?
    • All of our titles can be tailored to accomodate the organizational learning objectives.
  • Can the students learn even if they cannot attend a live session?
    • Yes, many of our titles are available On Demand which means 24/7 access to learning content.
  • Can the students get help if they have questions?
    • Our team of learning professionals are always available to answer questions or provide assistance..
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