Prerequisites

Students should meet the following prerequisites:

• Familiarity with the Microsoft Windows operating system
• Familiarity with Microsoft Excel
• Have a basic understanding of multi-dimensional data structures and OLAP principals

The course materials, lectures, and lab exercises are in English. To benefit fully from our instruction, students need an understanding of the English language and completion of the prerequisites.

Course Materials and Software

Course Outline

Module 1: Introduction to Business Intelligence Performance Management

• Business Intelligence and Performance Management Concepts
• Microsoft PerformancePoint Server Concepts
• Demonstration – Planning & Monitoring and Analytics
• Case Study Examples

Module 2: Functionality and Architecture Overview

• PerformancePoint Server (PPS)
• PPS Planning
• PPS Monitoring and Analytics
• Architecture Overview
• Features
• Usage
• Components
• Terminology

Module 3: PerformancePoint Solution - Step-by-Step Introduction

• Learning Step by Step
• Business scenario
• Solution outline

Module 4: Planning - Getting Started

• Administering a PPS Planning Server
• Users and Roles
• PPS Planning application
• Sites and Sub Sites

Module 5: Planning - Dimensions and Models

• Application design overview
• Dimensions, member sets, and member views
• Creating the calendar
• Models
• Assumptions, model properties, and associations

Module 6: Planning - Data Integration

• Data Integration Value
• Data Integration Architecture
• Data Integration Overview
• Troubleshooting
• Write-back

Module 7: Planning - Business Roles

• PerformancePoint Security Model
• Security Roles
• Business Roles

Module 8: Planning - Rules and Calculations

• Calculation Framework
• PerformancePoint Expression Language (PEL)
• Rule Sets and Rules
• Calculation Rules
• Rule Authoring
• Rule Execution
• Debugging

Module 9: Planning - Forms

• Introduction to the PerformancePoint Excel Add-in
• Creating and Using a Form
• Introduction to Permissions and Assignments

Module 10: Planning - Process Management

• Introduction to Process Management
• Assignments, Cycles, and Jobs
• Roles and Approval Processes
• Data Permissions and Security

Module 11: Planning - Reports

• Understanding Report Design
• Important Considerations for Reports
• Using the Report Wizard

Module 12: Introduction to Monitoring & Analytics Server

• Monitoring & Analytics Overview
  • Five Questions of Performance Management
  • Planning, Monitoring, Analysis (review)
  • A Brief History of M&A Server
• M&A Server Architecture
• Technology Overview
• M&A Component Map
• Extensibility
• Installation Requirements

Module 13: Dashboard Designer

• Introduction to the Dashboard Designer
• Introduction to the Ribbon
• Workspace Browser
• Workspace Pane
• Detail Pane

Module 14: Dashboard Designer Elements