Microsoft Project & Portfolio Management (PPM) Advanced Reporting

This three 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.

 

PPM-AR

  • Register
  • PPM-AR
  • Virtual Classroom

Title

Days

Cost

Project Server 2013/2016/Online Advanced Reporting    
Project Server 2013/2016/Online Advanced Reporting 3 $1,495
     
     
 

Microsoft Project & Portfolio Management (PPM) Advanced Reporting

This three 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
 

Training made easy...In the Cloud

  

Attending a Virtual Classroom training session has never been easier than it is today. Using the latest in web conferencing and voice over IP (VOIP) technologies we have worked hard to provide the best in class for Virtual Classroom course delivery.

What is required:

  • A high speed Internet connection.
    Note: Sometimes in office environments firewalls used for internet security prevent those connections from being made.
  • Computer, a tablet or both.
    • Option 1: One computer with two monitors.
      This allows you to view the instructor on one machine and work with your system on the other screen.
    • Option 2: Two computers.
      This is ideal for a workstation and laptop setup which will be used for viewing on one machine and working with your system on the other computer.
    • Option 3: One computer and tablet/iPad.
      This is a great option if you have a tablet or iPad. You can connect to the instructor’s presentation via the iPad/tablet device and use your computer for working your environment. You can even use the audio from the iPad/tablet for participating in the session.
    • Option 4: One computer.
      This option is for the student that is comfortable with toggling back and forth during the lecture/presentation/demo and your environment.
  • A speaker phone or hands-free headset for your telephone/device.
    Because you’ll be using the keyboard and mouse throughout the class, you will need a speakerphone or headset by your computer.
  • VOIP or Unlimited long-distance phone service.
    You can use the GotoMeeting microphone and speaker option, or using Skype is a good option. You can also call in using your Unlimited long-distance calling plan (if you have one).

Software:

The set up is easy, but you will often need your own software. 
You will need your own software and setup before attending the training session. Each course is different, so we encourage you to work with a COD representative to determine your needs before attending. Contact us if you need a virtual training lab.

Virtual Classroom Meeting Software (GotoMeeting)
You will need to test your device and install the GotoMeeting software before attending.

Test Your Connection.

 

Install GotoMeeting™ on the computer or device you're using to join the training session.


System Requirements.
Make sure the computer you are connecting to meets the minimum requirements:

For PC-based participants:

  • Internet Explorer 7.0, Mozilla Firefox 4.0, Google Chrome 5.0 (JavaScript enabled) or the latest version of each web browser
  • Windows 8, 7, Vista, XP or 2003 Server
  • Cable modem, DSL, or better Internet connection
  • Dual-core 2.4GHz CPU or faster with 2GB of RAM (recommended)

For Mac-based participants:

  • Safari 3.0, Firefox 4.0, Google Chrome 5.0 (JavaScript enabled) or the latest version of each web browser
  • Mac OS X 10.6–Snow Leopard or newer
  • Intel processor (1GB of RAM or better recommended)
  • Cable modem, DSL, or better Internet connection

Participants wishing to connect to audio using VoIP will need a fast Internet connection, a microphone and speakers. (A USB headset is recommended.)

Connect 10 minutes before the class.
A few days before the class we will send an email with instructions on how to access your meeting connection and phone bridge. Be sure to allow yourself about 20 minutes of set up time just before the start of the training session.

  

 

   

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FAQ's

  • What is Virtual Classroom?
    • Virtual Classroom is Instructor-led training delivered to dispersed students on specific dates and times. Students attend using a computer and Internet connection. Learn More.
  • What is On Demand?
    • On Demand allows students to learn at their own pace on their own time with the support from our instructors. Learn More.
  • Do you provide training for groups?
    • Group training is an option across all of the titles we teach.
  • Can it also be done at our location?
    • Yes, we have trainers available for onsite as well.
  • What if our team is dispursed across the country or globe?
    • Satellite classrooms can be set up across our 3,000+ worldwide locations. Learn More
  • What if we don't need to be trained on all of the content in the standard outlines?
    • All of our titles can be tailored to accomodate your organizational learning objectives.
  • Can the students be tested and monitored as part of the training objectives?
    • Yes, we have a Learning Mangement System (LMS) as part of our suite of learning management solutions. Learn More.
  • Check all of our FAQ's