No longer available -- Dashboards for Monitoring, Analyzing and Managing


This course is designed to empower the students to effectively design web-based dashboards by utilizing the three main tools for dashboard building in the Microsoft tool set. 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 business.


After completing this course, students will gain the skills to:

  • Utilize the dashboard development methodology
  • Optimize visual design of dashboards
  • Structure dashboards hierarchiesï‚· Understand the basics of data visualizations
  • List the thirteen crucial errors in dashboard design
  • Implement user menus in scorecardsï‚· Understand how to connect into multiple data sources
  • Gain familiarity with the definitions of common Business Intelligence terms
  • Learn the methodology for connecting into and displaying near-real-time data
  • Create parameterized reports
  • Create sub reports
  • Create map based reportsï‚· Use the Decomposition Tree in PerformancePoint Services
  • Connect together SharePoint components into PerformancePoint components
  • Use report parts as a library
  • Know when to use Report Builder, Dashboard Designer and SharePoint Designer
  • Use and understand Report Builder 3.0
  • Use and understand Dashboard Designer from PerformancePoint Services
  • Use and understand SharePoint Designer for working with dashboards
  • Utilize Excel Services to share Excel workbooks
  • Design and implement KPIs
  • Understand the scoring methodologies used with indicators to change visual displays
  • Be able to develop proper filters for easy end-user click to detail on dashboards
  • Group scorecards into dashboards and link them together
  • Modify the web page hosting the dashboards for branding
  • Implement master pages in dashboards for consistency with company standards.
  • Develop multiple-valued KPIs. For example this year actual and target and last year actual and target at the same relative point in time
  • Implement time intelligence features to query such as Year-To-Date, Last 6 Months etc.
  • Develop filters for scorecardsï‚· Understand the implications of where a filter is applied
  • Create effective graphs
  • Create visual reports
  • Create effective gauges
  • Utilize sparklines in reports
  • Understand how to secure dashboards
  • Use dynamic hierarchies in dashboards
  • Implement user menus in dashboards
  • Create monitoring dashboards
  • Create analytical dashboards
  • Create management dashboards

Onsite training?

If you need training for 3 or more people, ask us about training at your site.  You enjoy the convenience and reduced travel cost & time.  Your staff are in a known environment.  Additionally, we can customize the course for your business needs.

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Course Info

  • Code: 50596
  • Duration: 3 days
  • Price: Call for price

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