Lantec | Course: MS 50465 - Performance Point 2010 Designing & Implementing Scorecards & Dashboards

MS 50465 - Performance Point 2010 Designing & Implementing Scorecards & Dashboards

3 days


This instructor-led course 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 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, MDX queries and SQL Server Analysis Services.


Module 1: The Business Intelligence Stack


  • SQL 2008R2 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

Module 2: PerformancePoint Services 2010


  • Integration with SharePoint Server 2010
  • Common Service Application Framework
  • New PerformancePoint Features
  • Storage Security
  • Time Intelligence and Dynamic Filters
  • Linking of Web Parts
  • KPI Details Report
  • Retired Features

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

Module 3: Dashboards and Scorecards Overview


  • 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

Module 4: MDX (Optional Module)


  • What is MDX?
  • MDX Query Editor
  • Select Statement
  • Key Concepts
  • Sets
  • Functions
  • Time Intelligence

Lab : MDX (Optional Module)

  • Understand the Cell
  • Write a Tuple
  • MDX Sets
  • Write a SELECT statement
  • Write a Function
  • Implement Time

Module 5: Dashboard Designer


  • Dashboard Designer Internals
  • Dashboard Designer Interface
  • First Class Objects
  • Main Window
  • Properties
  • Dashboard Designer Features

Lab : Dashboard Designer

  • Create a Data Connection
  • Create a Basic Dashboard
  • Deploy the Dashboard
  • Explore the Dashboard in PPS

Module 6: Data Connections


  • Data Sources
  • Multidimensional
  • Tabular
  • Specific Sources
  • SSAS
  • Excel
  • SharePoint List
  • Time Intelligence

Lab : Data Connections

  • Create a new Business Intelligence site for lab as a sub site
  • Create a SQL Server Analysis Services Connection and use it as 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

Module 7: Visual Indicators and Key Performance Indicators


  • 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

  • Create a custom Indicator
  • Create several KPIs
  • Create a basic Scorecard to host your KPIs
  • Utilize a cube as a data source
  • Create an objective KPI
  • Create a multi-valued KPI

Module 8: Visual Reports and Filters


  • 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

Module 9: Scorecards 


  • Three Categories
  • SSAS Template
  • Standard Template
  • Tabular Scorecards
  • Data Sources
  • Implementing Interactivity
  • Display values
  • Using Filters
  • Deploying

Lab : Scorecards

  • Create a KPI for use in lab
  • Add a dimension filter
  • Wire up filters
  • Compare the effects of filtering
  • Change Scorecard Settings

Module 10: Dashboard Details 


  • 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

Scheduled Courses

This course isn't currently on the schedule, but we can add it. Just let us know.

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Misty Ellison, ISG

LANTEC's entire team worked beautifully with all of ISG's staff. They were accommodating, communicative, and provided first class instruction. I cannot say enough great things about the staff at LANTEC, we were extremely satisfied by the assistance given throughout the life of our grant.