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Course Description

Dashboard Manager XI:
Designing Dashboards

Abstract:  Dashboard Manager enables the deployment of powerful dashboards to provide visibility, alignment, and insight across the enterprise. This 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 administrator, universe designer, performance management designer—learners will know exactly what needs to be in place before they can perform tasks, and if not, who they should talk to.

Student Profile:  This course is designed primarily for performance management designers who need to create metrics and analytics for display in corporate dashboards for business user consumption.

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

  • BusinessObjects Designer
  • BusinessObjects Web Intelligence
  • BusinessObjects Enterprise

Objectives:  After completing the course, learners will be able to:

  • Describe Dashboard Manager’s role in Performance Management
  • Describe Dashboard Manager’ high-level architecture
  • Create a simple metric universe in Designer for use by Performance Management.
  • Create metrics and analytics
  • Build personal and corporate dashboards
  • Secure corporate dashboards in BusinessObjects Enterprise
  • Create rules and schedule alerts for metrics
  • Create dimensioned metrics and analytics
  • Define navigation paths in dashboards by linking analytics

Duration:  3 days

Course Content:

Understanding Dashboard Manager

  • What is Dashboard Manager?
  • Performance Management architecture

Setting Up Dashboard Manager

  • Setting up Performance Management
  • Creating the metric universe

Creating Metrics

  • What is a metric?
  • Creating metrics
  • Refreshing metrics
  • What happens when you refresh metrics
  • Verifying a metric has data
  • Purging metrics
  • External metrics

Automating Dashboards with Rules

  • Creating rules
  • Scheduling rules

Creating Dimensioned Analytics

  • Creating dimensioned metrics
  • Creating dimensioned analytics from metrics
  • Creating dimensioned analytics from a query
  • Securing dimensioned analytics

Creating Analytics

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

Creating Personal Dashboards

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

Creating Corporate Dashboards

  • Building corporate dashboards
  • Securing corporate dashboards

Guiding Dashboard Navigation

  • Guiding navigation between analytics
  • Guiding navigation with metric trees

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