2 Days


Employees of federal, state and local governments; and businesses working with the government.

This course is designed for experienced Performance Analytics Administrators and Power Users who already administer and build content for the Reports and Performance Analytics applications.

Course Overview

Learn to access key performance indicators (KPIs) and metrics for proactive business service improvement.

Performance Analytics provides simple access to key performance indicators (KPIs) and metrics for proactive business service improvement. In this 2-day interactive technical training, attendees master the setup, configuration, and usage of the Performance Analytics application.

Extensive hands-on exercises are included with each course module to reinforce the lecture concepts and provide practical experience. Exercises are performed in a personal dedicated training instance.

Learning Objectives

The following topics are discussed using a mix of labs and lecture:

  • Review the Performance Analytics Adoption Journey
  • Build Bucket Groups and Breakdown Relations
  • Configure Scripts for Indicator Aggregates, Buckets, and Mappings
  • Apply advanced reporting techniques for impactful data summaries
  • Launch and navigate Interactive Analysis
  • Apply Spotlight to identify high priority work
  • Build Indicators using Platform Metrics
  • Implement advanced formula techniques and build Index Indicators
  • Set up Text Analytics

Course Outline

Module 1: Adoption Journey

Objectives: Review the Performance Analytics use case and stakeholder objectives. Identify the three pillars of Performance Analytics: Responsive Business, Service Improvement, and Data Foundation.

Lab work:

  • Lab 1.1: Analytics for Business Applications

Module 2: Buckets and Scripts

Objectives: Introduce the concept of bucket groups and the process for configuring a bucket group as a breakdown source. Discuss scripts and configure a scripted breakdown mappings. Outline best practices for breakdown data growth management.

Lab work:

  • Lab 2.1: Bucket Groups
  • Lab 2.2: Scripted Breakdown

Module 3: Breakdown Relations and Security

Objectives: Implement advanced use cases for Breakdown categorization and navigation. Configure Indicator, Breakdown, and Breakdown Element-level security options.

Lab work:

  • Lab 3.1: Breakdown Relations
  • Lab 3.2: Breakdown Security

Module 4: Reporting Techniques

Objectives: Build a Database View, include multi datasets in a report, configure drill-downs, add a Redirect URL, leverage an imported Excel document as a report source, and build Report Ranges

Lab work:

  • Lab 4.1: Database View
  • Lab 4.2: Multi Data Sets
  • Lab 4.3: Data Sources
  • Lab 4.4: Report Ranges

Module 5: Responsive Dashboards

Objectives: Use Interactive Analysis, Configure Interactive Filters, Implement Cascading Filters, Enable Breakdown Dashboards, Use Breakdowns as Interactive Filters, Manage Dashboard Performance and Properties

Lab work:

  • Lab 5.1: Interactive Dashboards
  • Optional Lab 5.2: Interactive Analysis

Module 6: Spotlight

Objectives: Identify key Spotlight capabilities, configure Spotlight Criteria, implement Spotlight reporting, set up Spotlight for Service Monitoring, navigate Spotlight Interactive Analysis

Lab work:

  • Lab 6.1: Configure Spotlight for Incident Management

Module 7: Analytics on Platform Metric

Objectives: Define Metric Definitions and Metric Instances, review the Metric Instance generation, configure Metric Instance Reporting, build Metric-based Automated Indicators

Lab work:

  • Lab 7.1: Metric Reporting and Trending

Module 8: Advanced Formula Indicators

Objectives: Identify advanced formula use cases, master Formula Indicator techniques and design Index Indicators

Lab work:

  • Lab 8.1: Index Indicators

Module 9: Text Analytics

Objectives: Describe the Text Analytics use case. Configure Text Analytics for Performance Analytics Indicators.

Lab work:

  • Lab 9.1: Text Analytics