Building Performance Dashboards and Balanced Scorecards with SQL Server Reporting Services (Paperback)

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 72Parameterization 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 Loca