Classroom On Demand

Microsoft Project Server 2013/16/Online- Advanced Reporting

Product Details

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 2010 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 2010 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 2010

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