BusinessObjects XI: Performance Manager

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About this class

Performance Manager enables you to create scorecards that, by aligning with Key Performance Indicators (KPI's), track performance across the enterprise. When deployed on corporate dashboards, you can personalize the displayed goals so users only see goals and data appropriate for their role. Building on existing Dashboard Manager knowledge, this course provides demonstrations and hands-on activities that take you from building goals to automating goal-based alerts through rules.

Delegates will be move beyond tracking historical performance to map out strategies for future performance, and align goals that can then be monitored against actual data. This course is suitable for delegates who use BusinessObjects XI or XI Release 2.

Who will the lesson benefit?

This course is designed for performance management designers who are comfortable working in Dashboard Manager and need to create goal-based analytics, strategies, and alerts to display in corporate dashboards for business users.

What delegates will learn

• Describe Performance Manager's role within Performance Management
• Create goal analytics
• Define strategies and roles
• Publish goals and assign them to strategies and roles
• Create rules and schedule alerts for goals

What prerequisites are required

To be successful, delegates must have attended BusinessObjects Dashboard Manager: Designing Dashboards

About this class

Understanding Performance Manager

• Describe Performance Manager's role within Performance Management.
• Review Dashboard Manager

Creating Goals

• Define what is a goal
• Create a goal
• Describe where goal data is stored
• Create a bipolar goal
• Create a sliced goal

Creating Goal Analytics

• Describe a goal analytic
• List the ways you can create a goal analytic
• Create and edit goal analytics

Publishing Goals

• Describe Strategy Builder
• Create strategies and roles
• Publish goals and metrics

Adding Goals to a Dashboard

• List the ways you can display goals on dashboards
• Create a Goal Subscription analytic
• Create a Metric Tree analytic
• Create a Strategy Map analytic

Create Goal-Based Alerts

• Describe an alert
• Create a goal-based alert
• Create rules based on sliced metrics
• Describe functions to compare metrics to goals

BusinessObjects XI: Performance Manager / PM350

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