BusinessObjects XI R1/R2: Dashboard Manager: Designing Dashboards

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About this class

Dashboard Manager enables the deployment of powerful dashboards to provide visibility, alignment, and insight across the enterprise. This 3-day instructor-led course provides hands-on activities that take you step-by-step from setting up the metric universe and Performance Management repository to guiding navigation through a corporate dashboard.

As a business benefit, by understanding not only Dashboard Manager functionality, but also the workflow involved among the different roles in a dashboard deployment-system will know exactly what needs to be in place before they can perform tasks, and if not, who they should talk to.

Who will the lesson benefit?

The target audience for this course is Performance Management designers who need to create metrics and analytics for display in corporate dashboards for business user consumption.

What delegates will learn

The audience for this course may consist of BusinessObjects XI Release 1 and BusinessObjects XI Release 2 customers. This icon has been placed throughout the guide to identify features that are specific to BusinessObjects XI Release 2. These features include:

• Ability to view certain analytics (IMT, gauges and Map) in Macromedia Flash format.
• Application Builder, the tool for creating dashboards, is now called Dashboard Builder.
• Connections are now managed through BusinessObjects Designer.
• Improved appearance and interactivity of:

• Alert analytic
• Gauge analytics (speedometer, traffic lights)
• Interactive Metric Trends (IMT) analytic
• Metric List analytic
• Sliced metrics

• New gauge analytics: barometer and thermometer.
• New metric properties - Owner, Long Description, and Last Refresh.
• New simpler three-step workflows for creating analytics and adding them to your dashboards.
• New support for universes with multiple SQL statements.

What prerequisites are required

While not required for this course, experience with these products or technologies will be helpful:

• BusinessObjects Designer
• BusinessObjects Web Intelligence
• BusinessObjects Enterprise

Contents of this class

Lesson 1 - Understanding Dashboard Manager

• What is Dashboard Manager?
• Performance Management architecture

Lesson 2 - Setting Up Dashboard Manager

• Setting up Performance Management
• Creating the metric universe

Lesson 3 - Creating Metrics

• What is a metric?
• Creating metrics
• Refreshing metrics
• Verifying a metric has data
• Purging metrics
• External metrics

Lesson 4 - Creating Analytics

• Creating interactive analytics
• Using the analytics catalog
• Using statistical transformations

Lesson 5 - Creating Personal Dashboards

• Personal vs. corporate dashboards
• Creating personal dashboards
• Adding analytics
• Creating compound analytics

Lesson 6 - Creating Corporate Dashboards

• Building corporate dashboards
• Lesson 7 - Automating Dashboards with

Lesson 7 - Automating Dashboards with Rules

• Creating rules
• Scheduling metric/analytic refreshes

Lesson 8 - Creating Dimensioned Analytics

• Creating dimensioned metrics
• Creating dimensioned analytics from metrics
• Creating dimensioned analytics from a query
• Securing dimensioned analytics
• Personalizing dashboard data

Lesson 9 - Guiding Dashboard Navigation

• Guiding navigation between analytics
• Guiding navigation with metric trees

BusinessObjects XI R1/R2: Dashboard Manager: Designing Dashboards / PM310R2

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