HC-550 - PerformancePoint Server 2007 Boot Camp

Course HC-550

Note: This course is not available for registration under Microsoft SATV.
This four day course is a fast-paced, instructor-led tour of Microsoft Office Performance Point Server 2007. The purpose of the course is to provide students with general and detailed information on the deployment, architecture and utilization of Performance Point Server to monitor and analyze key business metrics as well as plan and model business metrics. During the four days of class through lecture and hands-on exercises students will:

• Be familiarized with a comprehensive view of Office Performance Point system architecture.
• Learn how to build business models and how to add and maintain dimensions to Office Performance Point Server.
• Create security roles and users
• Create and manage Performance Point cycles
• Link users with cycles
• Build forms and reports using the Performance Point Server Add-In for Excel
• Create and maintain rule based calculations and data handling within Performance Point Planning
• Monitor and analyze key business metrics with Performance Point dashboards and scorecards

At Course Completion
After completing this course, students will be able to:

• Understand Office Performance Point Server System
• Architecture
• Create and manage Model Sites
• Create pre-built and custom dimensions
• Create and manage Performance Point cycles
• Manage permissions
• Understand the Performance Point Add-In for Excel
• Create calculation rules and understand the basics of
• PPS syntax
• Understand practical use of forms and how to design forms
• Create a Monitoring data source
• Create a Performance Point Server scorecard
• Create Performance Point Server KPIs
• Create a Performance Point Server Monitoring report
• Export a Performance Point Server scorecard to Excel
• Deploy a dashboard to SharePoint

Prerequisites
This course is intended for BIPM solution architect/project managers, BIPM solution implementers,
application developers, business power users.
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

Course Outline
Module 1: Introduction to Business Intelligence Performance Management

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

Module 2: Functionality and Architecture Overview

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

Module 3: Performance Point 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

• Performance Point Security Model
• Security Roles
• Business Roles

Module 8: Planning - Rules and Calculations

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

Module 9: Planning - Forms

• Introduction to the Performance Point 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: Monitoring and Analytics - Getting Started

• Introducing Monitoring and Analytics
• Understanding Dashboards
• Creating and Deploying a Dashboard
• Exploring the Dashboard Designer

Module 13: Monitoring and Analytics - Dashboard Components

• Dashboards
• Data Sources
• Indicators
• Key Performance Indicators
• Scorecards
• Reports
• Export Options

Module 14: Monitoring and Analytics – Dashboards

• Dashboard Overview
• Dashboard Key Capabilities
• Dashboard Fundamentals and Components
• Dashboard Filters
• Dashboard KPIs
• Dashboard Deployment and Preview

Module 15: Monitoring and Analytics – Security

• Security Overview
• Server Roles
• Element Roles
• Authentication / Validation process

Module 16: Performance Point Server Architecture
Module 17: Implementing a Performance Point Solution