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Building Performance Dashboards and Balanced Scorecards with SQL Server Reporting Services

by

Building Performance Dashboards and Balanced Scorecards with SQL Server Reporting Services Cover

 

Synopses & Reviews

Publisher Comments:

This book will show to create robust, maintainable and dynamically updated scorecards and dashboards using Microsoft Reporting Services. No other book covers both scorecards and dashboards with Reporting Services.   

The chapters in Section 1 cover performance management methods and metrics, and show how to gather business requirements and define project scope. This section is geared towards executives, managers and report developers.

Section 2 introduces techniques for developing and delivering both a Dashboard and Balanced Scorecard using Reporting Services. This section assumes only limited Reporting Services knowledge as the reader is walked through building a progressively more advanced solution.   Topics covered:
  • Chapter 4 shows how to build a simple dashboard and balanced scorecard. The examples introduce important Reporting Service features and objects including: Reports, Data Sources, Data Sets, Tables and Matrixes.
  • Chapter 5 introduces techniques to enhance the dashboard and scorecard built previously. Topics include advanced formatting controls & labels, paging and conditional formatting.

  • Chapter 6 introduces the skills necessary to make Reporting Services dashboards and scorecards interactive. Sorting, Filtering, Parameterization and Report Drill-through will all be covered.

  • Chapter 7 covers the visual aspect of dashboards and scorecards in Reporting Services. Topics include charts, gauges, sparklines, graphs & map integration. The reader will also be introduced to more advanced topics such as customizing visual elements, setting thresholds and alerting.

  • Chapter 8 shows how to design and implement dashboards and scorecards in Reporting Services for mobile devices.  
  • Chapter 9 shows how to use customized code for specialized applications.
  • Chapter 10 covers publishing and deploying the reader's dashboard and scorecard. Administration, security, scheduling and subscriptions will all be discussed.

The third section shows how to apply the techniques introduced in Section 2 to build solutions for specific business applications, including:

  • Chapter 11 shows how to design and implement a dashboard for a Retail Sales scenario.
  • Chapter 12:  a process & strategy map for a Manufacturing scenario.
  • Chapter 13:  a balanced scorecard for an Advertising & Marketing Scenario.
  • Chapter 14:  a decision making chart for a Financial Services scenario.
  • Chapter 15:  Forecasting Trends & Data Smoothing for a Health Care scenario.

The companion website includes sample code for all projects in the book.

Synopsis:

Learn to create dashboards and balanced scorecards tailored to your needs

Balanced scorecards and performance dashboards are high value, high visibility tools for driving and monitoring organizational performance. This book shows you how to deliver these performance management reports using SQL Server Reporting Services.

First you'll take a holistic look at performance management, metrics, and the steps required to implement dashboards and balanced scorecards. Then you'll move step by step through designing, developing, and delivering scorecards and dashboards. Finally, you'll examine case studies that illustrate common performance management report implementations across different industry segments.

  • Gain a thorough understanding of the value of dashboards and balanced scorecards to the enterprise
  • Build simple dashboards and scorecards with SQL Server Reporting Services
  • Enhance them with interactive capability and data visualization
  • Prepare them for mobile access and extend them with custom coding
  • Add elements such as process and strategy maps, decision-making charts, and forecasting and trending solutions

Companion website

Find all completed sample code and Visual Studio projects demonstrated in this book on the companion website, www.wiley.com/go/performancedashboards

Synopsis:

Discover how to maintain and update balanced scorecards and performance dashboards with SQL Server Reporting Services

Complementing the bestselling Balanced Scorecards and Operational Dashboards with Microsoft Excel (9780470386811), this indispensable book shows you how to create maintainable and dynamically updated scorecards and performance dashboards using Microsoft's premier reporting tool for the enterprise: SQL Server Reporting Services. The book begins with coverage of performance management methods and metrics and then moves on to introduce you to techniques for developing and delivering both a dashboard and balanced scorecard using Reporting Services. The authors assume very limited knowledge of Reporting Services, allowing you to gradually progress through more advanced topics and solutions.

  • Shows you how to build a simple dashboard and balanced scorecard utilizing helpful examples
  • Discusses formatting controls and labels, paging, and conditional formatting
  • Introduces the skills necessary to make Reporting Services dashboards and scorecards interactive
  • Covers the visual aspect of dashboards and scorecards and shows how to design and implement dashboards and scorecards in Reporting Services for mobile devices
  • Explains how to apply the techniques covered earlier in the book for specific business applications

This book sets itself apart from other titles with its comprehensive and invaluable coverage of key strategies and techniques for effectively using SQL Reporting Services to create scorecards and dashboards.

About the Author

Christopher Price is a Senior Business Intelligence Consultant with Pragmatic Works. He specializes in data integration, ETL, and data warehouse architecture and design.

Adam Jorgensen is President of Pragmatic Works, Director at Large for the Professional Association of SQL Server, and a Microsoft SQL Server MVP.

Devin Knight is a Senior BI consultant with Pragmatic Works, a coauthor of six Knight's 24-Hour Trainer books for Wrox, and a conference speaker.

Table of Contents

Introduction xix

Part I Foundations of Dashboards and Balanced Scorecards 1

Chapter 1 Introduction to Balanced Scorecards 3

Origins of Strategic Management Systems 3

Tools of Today’s Management 4

Balanced Scorecards 4

Strategy Maps 5

Dashboards 7

Benefits of Today’s Scorecards 7

Team Strategy 8

Information Technology Alignment 8

Data Strategy 8

Organizational Alignment 8

Strategy to Action Conversion 9

Choosing the Right Technology for the Task 9

Designing for Audience Usability 10

Executives 10

Sales and Marketing 10

Field and Global Workforce 11

Operations and Production 11

Organizing Your Balanced Scorecard 11

Defining Your Strategic Function 12

Why is the Strategy Map so Important? 17

How Do You Know It’s Working? 19

Moving Forward with your Scorecard Initiative 19

Summary 19

Chapter 2 Planning Your Dashboard and Scorecard Initiative 21

Defining Scope and Gathering Requirements 22

Executive Involvement 22

Defining Measures 25

Selecting the Right Performance Metrics 28

Planning Development and Implementation 29

Managing Expectations and Scope 30

Summary 31

Part II Building and Extending Dashboards and Balanced Scorecards 33

Chapter 3 Building Your First Dashboard and Balanced Scorecard 35

Anatomy of a Reporting Services Project 36

Introduction to Data Sources, Datasets, and Controls 37

Design and Preview 41

Building Your First Dashboard 46

Scoping and Requirements for Your Dashboard 46

Considerations Before You Get Started 47

Identifying Metrics and Gathering Data 47

Working with Metrics and KPIs 48

Designing the Dashboard 49

Summary 50

Chapter 4 Enhancing Your Dashboard and Balanced Scorecard 51

Organizing and Achieving Visual Consistency 51

Placement and Layouts 52

Dashboard Headers and Footers 53

Reports, Subreports, and Paging 54

Formatting Dashboard Elements 55

Fonts and Text Boxes 55

Borders, Lines, Color, and Images 56

Text, Numbers, and Dates 58

Conditional Formatting 60

Expressions 60

Conditional Formatting Step-by-step 61

Custom and Data-driven Labels and Titles 62

Creating Custom Labels 63

Working with Dates and Times 64

Summary 66

Chapter 5 Interactive Dashboards and Balanced Scorecards 67

Common Interactive Features 67

Drillthrough 68

Expand / Collapse Groups 69

Interactive Sorting 71

Bookmarks 72

Parameterization 74

Introduction to Reporting Services Parameters 75

Data-driven Parameters 79

Working with Cascading Parameters 82

Step-by-step Drillthrough Report 83

Summary 88

Chapter 6 Visual Dashboards and Balanced Scorecards 89

General Guidelines for Data Visualizations 89

Know your Audience 90

Select the Right Medium 90

Kill Cute 90

Use Colors Carefully 91

Working with Charts and Graphs 92

Getting Started with Charts 93

Extending the Reporting Services Chart 102

Working with Sparklines and Data Bars 107

Sparklines 107

Data Bars 109

Working with Gauges and Bullet Graphs 110

Gauges 110

Bullet Graphs 112

Working with Indicators 115

Working with Maps 118

Summary 123

Chapter 7 Mobile Dashboards and Balanced Scorecards 125

Planning for the Right Audience 125

Browser or Native? 126

Choosing a Mobile Platform 127

The Pros and Cons of Reporting Services 127

The Pros and Cons of PerformancePoint 128

General Considerations for Mobile Dashboards 134

Performance 135

Security 136

Design Considerations 137

Summary 137

Chapter 8 Extending Dashboards and Balanced Scorecards with Custom Code 139

Choosing to Embed Custom Code 140

Direct Inputting Code 141

Writing a Function 142

Creating Assemblies for Reusability 146

Building a .NET Assembly 147

Deploying an Assembly 150

Using an Assembly in a Report 151

Summary 153

Chapter 9 Publishing Dashboards and Balanced Scorecards 155

Choosing a Deployment Location 155

Configuring and Publishing to a Native Report Server 156

Setting Up and Configuring Reporting Services 156

Planning for Growth and Scalability 158

Deploying to SQL Server Reporting Services 161

Managing Security 162

Configuring and Publishing to SharePoint 165

Configuring Reporting Services for SharePoint 166

Deploying to SharePoint 170

Data Alerts 170

Summary 172

Part III Dashboards and Balanced Scorecards in Action 173

Chapter 10 Dashboards 175

Case Study: Adventure Works 175

What to Measure and When 176

Developing the Dashboard 176

Summary 194

Chapter 11 Strategy and Process Maps 195

Strategy Maps 195

Perspectives 197

Strategic Themes 198

Objectives and Casual Links 200

Designing a Strategy Map 201

Process Maps 202

Process Flow Map 202

SIPOC Map 206

Value Stream Map 207

Case Study: Contoso Plastics 210

Background 211

The Situation 211

Process Improvement 212

Design Sessions 212

Anecdotal Results 213

Implementing Strategy and Process Maps 214

Working in Microsoft Visio 214

Alternative Implementation Options 217

Summary 218

Chapter 12 Balanced Scorecards Case Study 219

Designing a Balanced Scorecard for a Marketing Firm 220

Defining Objectives 220

Selecting Metrics 222

Choosing Appropriate Targets 223

Bringing the Balanced Scorecard Together 225

Wrangling the Data 226

Building the Balanced Scorecard 226

Summary 231

Chapter 13 Decision-making Charts 233

Box-and-whisker Charts 233

Box-and-whisker by Example 234

Building a Box-and-whisker Chart 235

Pareto Charts 240

80-20 Rule 240

Pareto Chart 240

Building a Pareto Chart 241

Variance Charts 244

Gantt Charts 248

Summary 251

Chapter 14 Forecasting Trends and Data Smoothing 253

Smoothing Data 253

Simple Moving Average 254

Weighted Moving Average 256

Exponential Weighted Moving Average 257

Forecasting with Moving Averages 259

Forecasting 259

Forecasting with Microsoft Excel 259

Forecasting with SQL Server Analysis Services 262

Case Study: Health Care Forecasting 273

Gathering and Preparing the Data 273

Building the Time Series Model 274

Making the Forecast 276

Summary 276

Index 277

Product Details

ISBN:
9781118647196
Author:
Price, Christopher
Publisher:
John Wiley & Sons
Author:
Price, Christopher, Dr
Author:
Jorgensen, Adam
Author:
Knight, Devin
Author:
Schmidt, Christopher
Subject:
Spreadsheets - General
Subject:
Microsoft Other Software
Subject:
Personal Computers-Desktop Applications-Spreadsheets
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
; building performance dashboards and balanced scorecards with sql server reporting services; scorecards with reporting services; dashboards with reporting services
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
; building performance dashboards and balanced scorecards with sql se
Subject:
rver reporting services; scorecards with reporting services; dashboards with reporting services
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Subject:
Balanced scorecards; monitor operations; performance dashboards; operational dashboards; business metrics; performance management; data visualization; implement balanced scorecards in Excel; implement performance dashboards in Excel; Microsoft Excel; how
Copyright:
Edition Description:
WebSite Associated w/Book
Publication Date:
20130826
Binding:
TRADE PAPER
Language:
English
Pages:
312
Dimensions:
236.2 x 188 x 15.5 mm 18.4 oz

Related Subjects

Business » Accounting and Finance
Computers and Internet » Database » Applications
Computers and Internet » Database » SQL
Computers and Internet » Personal Computers » Desktop Applications » Spreadsheets

Building Performance Dashboards and Balanced Scorecards with SQL Server Reporting Services New Trade Paper
0 stars - 0 reviews
$49.99 In Stock
Product details 312 pages John Wiley & Sons - English 9781118647196 Reviews:
"Synopsis" by , Learn to create dashboards and balanced scorecards tailored to your needs

Balanced scorecards and performance dashboards are high value, high visibility tools for driving and monitoring organizational performance. This book shows you how to deliver these performance management reports using SQL Server Reporting Services.

First you'll take a holistic look at performance management, metrics, and the steps required to implement dashboards and balanced scorecards. Then you'll move step by step through designing, developing, and delivering scorecards and dashboards. Finally, you'll examine case studies that illustrate common performance management report implementations across different industry segments.

  • Gain a thorough understanding of the value of dashboards and balanced scorecards to the enterprise
  • Build simple dashboards and scorecards with SQL Server Reporting Services
  • Enhance them with interactive capability and data visualization
  • Prepare them for mobile access and extend them with custom coding
  • Add elements such as process and strategy maps, decision-making charts, and forecasting and trending solutions

Companion website

Find all completed sample code and Visual Studio projects demonstrated in this book on the companion website, www.wiley.com/go/performancedashboards

"Synopsis" by , Discover how to maintain and update balanced scorecards and performance dashboards with SQL Server Reporting Services

Complementing the bestselling Balanced Scorecards and Operational Dashboards with Microsoft Excel (9780470386811), this indispensable book shows you how to create maintainable and dynamically updated scorecards and performance dashboards using Microsoft's premier reporting tool for the enterprise: SQL Server Reporting Services. The book begins with coverage of performance management methods and metrics and then moves on to introduce you to techniques for developing and delivering both a dashboard and balanced scorecard using Reporting Services. The authors assume very limited knowledge of Reporting Services, allowing you to gradually progress through more advanced topics and solutions.

  • Shows you how to build a simple dashboard and balanced scorecard utilizing helpful examples
  • Discusses formatting controls and labels, paging, and conditional formatting
  • Introduces the skills necessary to make Reporting Services dashboards and scorecards interactive
  • Covers the visual aspect of dashboards and scorecards and shows how to design and implement dashboards and scorecards in Reporting Services for mobile devices
  • Explains how to apply the techniques covered earlier in the book for specific business applications

This book sets itself apart from other titles with its comprehensive and invaluable coverage of key strategies and techniques for effectively using SQL Reporting Services to create scorecards and dashboards.

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