5-Day (BI-PPS075D-201-EN)

Description
Audience
Prerequisites
Course Outline

Description

Written and delivered by industry experts, this five-day course provides students with the technical skills required to design, develop and manage solutions using Microsoft Office PerformancePoint Server 2007 (PPS). From a monitoring perspective, students will learn to design, develop and manage interactive dashboards; and from a planning perspective, students will learn to design and develop basic business models for budgeting, to manage budget cycles and to create management reports.

The course consists of lessons, demonstrations and comprehensive "real world" student lab exercises to effectively describe how PPS provides all the functionality needed to deliver an end-to-end performance management solution.

Key topics include:

• Overview of PPS Architecture
• Installing, configuring and securing PPS
• Creating a library of effective and reusable PPS Monitoring elements
• Deploying and managing dashboard content
• Implementing scorecards, dashboards and reports in SharePoint 2007
• Creating a library PPS Planning elements
• Designing and developing models for budgeting
• Creating budgetary input forms and management reports in Excel 2007
• Implementing PPS Planning workflows for automating budget cycles
• Introducing advanced PPS functionality

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:

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

Course Outline

Day 1

Module M01 - Introduction to Business Performance Management
In this module, students are introduced to the concepts of Business Performance Management (BPM) scorecarding methodologies including Kaplan Norton's Balanced Scorecard. Students are shown the final solution that they will build throughout the course.

Module M02 - Introduction to PerformancePoint Server 2007 Monitoring
PPS is an integral part of the Microsoft Business Intelligence ecosystem. This module introduces the role PPS plays in Microsoft's strategy of "delivering BI to the masses". Students will learn about PPS' flexible architecture, integration with SharePoint and the ability to create a library of rich, reusable objects that present data from a variety of sources.
Lab 02A: Installing the Monitoring Server

Module M03 - Working with Dashboard Designer
In this module, students begin by exploring the functionality and usage of Dashboard Designer; how it is used to build Monitoring solutions and manage the Monitoring Server. Students will also gain an understanding of the hierarchical nature and common meta data properties of Monitoring elements and how their inter-dependant relationships contribute to a complete solution.

Module M04 - Developing Scorecard Elements
In this module, students will receive detailed instruction on four of the six major elements that make up a Monitoring solution: Indicators, Data Sources, KPIs and Scorecards. Practical experience is gained by creating, previewing and publishing examples of each of these elements.
Lab 04A: Defining Data Sources
Lab 04B: Defining Indicators
Lab 04C: Defining Objectives and KPIs
Lab 04D: Configuring Scorecards

Day 2

Module M05 - Developing Report and Dashboard Elements
In this module, students receive detailed instruction on the remaining two major elements: Reports and Dashboards
Lab 05A: Defining Reports
Lab 05B: Defining the Dashboard

Module M06 - Exporting Content and Working with SharePoint
Once created, Dashboards can be deployed directly to SharePoint. Using the theory presented in this module, students will preview and deploy Dashboards to SharePoint. Students will gain insight on how to work with Monitoring web parts and SharePoint to manage and expose dashboard elements and their data to end users in a variety of ways.
Lab 06A: Deploying the Dashboard

Module M07 - Element Management
Understanding the ways in which element definitions can be managed is an important aspect of Monitoring in an enterprise installation. Using Dashboard Designer students will generate an understanding of the ways in which element definition history and interdependency can be used to manage a library of elements.
 
Module M08 - Securing Monitoring Content
Data security can be controlled from a number of different areas in an IT environment. PPS provides role-based security capabilities on the objects managed in the Monitoring Server. In this module, students learn about Monitoring security. In addition, they learn how security is implemented in SharePoint and how the sources of data contribute to the overall security of a PPS solution.

Module M09 - Advanced Monitoring Topics
There are many ways in which Monitoring components can provide more advanced functionality. Students will gain a greater understanding of the process involved in KPI scoring and the content of the meta data database.
Case study: Foodmart Performance Management. This case study allows students to explore and apply much of the theory presented in all modules of this course.

Day 3

Module M10 – ProClarity Professional - Data Manipulation
This module covers the basics of working with ProClarity Professional to perform analytics.

Module M11 – ProClarity Professional - Navigation
This module goes into more advanced topics for manipulating data and performing analytics in ProClarity Professional.
Lab 11A: Analyzing with ProClarity Professional 6.3

Module M12 – ProClarity Professional – Viewing Data
This module describes the many types of views available in ProClarity including charts, grids, decomposition trees, performance maps, and more.

Module M13 – ProClarity Professional – Saving/ Publishing Views
This module describes how to save views by creating briefing books and publishing those books to ProClarity Analytics Server.
Lab 13A: Advanced Analysis and Publishing

Module M14 – ProClarity Web Standard
This module covers how to analyze data using the Web Standard client in ProClarity Analytics Server.
Students will also learn how to add ProClarity views into PerformancePoint Server dashboards.
Lab 14A: ProClarity Web Standard

Day 4

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 5

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