Schedules:

There are currently no scheduled classes for this course.

 
  Microsoft Office PerformancePoint Server 2007 Planning
 

2-Day (BI-PPS07PL-201-EN)

Description
Audience
Prerequisites
Course Outline

Description

Written and delivered by industry experts, this two-day course provides students with the technical skills required to design and develop basic business models for budgeting, to manage budget cycles and to create management reports using Microsoft Office PerformancePoint Server 2007 (PPS) Planning. The course consists of lessons, demonstrations and comprehensive "real world" student lab exercises.

Key topics include:

  • Overview of PPS Planning Architecture
  • Installing, configuring and securing PPS Planning
  • Creating a library of PPS Planning elements
  • Designing and developing models for budgeting
  • Implementing PPS Planning workflows for automating budget cycles
  • Creating budgetary input forms and management reports in Excel 2007

Audience

This course is intended for BI Developers, Business Analysts, Power Users, Project Managers and Planners.

Prerequisites

Before attending this course, it is recommended that students have the following skills:

  • A general understanding of budgeting and forecasting
  • Experience using Microsoft Windows operating systems
  • A general understanding of relational and multidimensional (OLAP) databases
  • Familiarity with Excel 2007, Analysis Services and Reporting Services

Course Outline

Day 1

Module P01 - Introduction to Planning, Budgeting and Forecasting
In this module, students are introduced to the concepts of Business Performance Management (BPM) and driver-based budgeting.

Module P02 - Introduction to PerformancePoint Server 2007 Planning
PPS Planning is central to driver-based budgeting in a Microsoft Business Performance Management implementation. Students are given a high-level overview of PPS overall (including a brief introduction to Monitoring). They are also introduced to the PPS Planning application architecture, as well as its components: Planning Administration Console, Planning Business Modeler and the PerformancePoint Add-in for Excel 2007.
Lab 02A: Installing the Planning Server

Module P03 - Working with Planning Administration Console
In this module students begin by working with the Planning Administration Console, and learn how it is used to configure Applications and Sites. Students are introduced to the concept of a business type library, which is a collection of metadata used to build subsequent models. Students will also learn how to specify Application and Staging Databases, create a User Master List as well as define specific Server Roles.
Lab 03A: Defining the Application

Module P04 - Working with Planning Business Modeler
In this module students continue to explore the functionality and use of Planning Business Modeler (BPM). Students learn more about the elements which are included in a business type library (dimensions, member sets and views, models, forms and reports). Additionally, students will learn how to define and secure a model.
Lab 04A: Developing the Model Sites

Day 2

Module P05 - Managing Data Integration
In this module, students will learn about the process by which data is imported into an application database via the staging database. Students will gain a greater understanding of the objects created within the staging database and how they assist in validating and cleansing data before it is finally loaded into the application database.
Lab 05A: Integrating Data into the Models

Module 06 - Working with PerformancePoint Add-in for Excel 2007
In this module students are introduced to the features and functions of PerformancePoint Add-in for Excel 2007. They will learn how to connect to a Planning Server, create a matrix data-entry form for a given model and publish the form to the Planning Server.
Lab 06A: Designing a Form Template

Module P07 - Implementing Process Management
Once the model has been designed and a data entry form configured and published, the next step is to implement a budget cycle of assignments. Students will learn how to use Planning Business Modeler to configure assignments and automate approval workflows for specific forms.
Lab 07A: Creating the Cycle and Assignments

Module P08 - Designing Associations
Within a Planning application data can be moved or copied from model to model using associations. In this module, students will learn how to both create and execute associations inside PBM using the framework of shared dimensions to facilitate this data movement.
Lab 08A: Designing Associations

Module P09 - Developing Business Rules
Business rules provide a powerful toolset with which to both move and manage data within the entire application. In this module, students will become familiar with the various types and implementations of business rules and their use. Students will also learn about jobs which can be configured to execute certain types of business rules in accordance with the purpose of a particular planning application.
Lab 09A: Developing Business Rules