PSBI Report Developer Training

Who Should Attend?
Individuals who have been selected to act as a PSBI Report Developer for their organisation.

Attendees must have a strong knowledge of Performancesoft Views system concepts and configuration

Upcoming Course Dates

Course Description

During the five day course, attendees will be guided through the steps required to learn how to build and deploy dynamic reports, and provided with extensive hands-on knowledge transfer of PSBI report development process and best practices in addition to practical report design skills. After successful completion of the course, Report Developers will have learned the skills needed to successfully build customer PSBI reports for their Performance Management system.

Attendees choose to follow Stream 1 or Stream 2, depending on their chosen reporting tool. However, to maximise your skills as a PSBI Report Developer, we recommend that you complete both streams of the course (attending Day 3 only once).
Stream 1: Interactive Web Reporting
This stream is aimed at users who have not used Report Designer before or have just started using it.  No previous knowledge or experience is assumed.

Training Topics
  • Creating & formatting reports
  • Sorting, grouping and aggregating data
  • Using Parameters and writing expressions
  • Connecting to JDBC, text and XML data sources
  • Creating charts and adding interactive features
  • Designing multipage reports and master pages
  • Creating and using libraries & templates
  • Performancesoft Views Configuration
  • Report Development Process & Best Practices
  • DataMart Architecture
  • Building Report Queries
  • Dynamic Report Development for BIRT
  • Report Development Project: Case Study 
Stream 2: Rich Spreadsheet Reporting
A working knowledge of SQL and familiarity with HTML and/or XML is highly recommended for this class.

Training Topics
  • Creating and formatting e.Spreadsheet reports
  • Using parameters, multiple report ranges and defined names
  • Adding charts and hyperlinks
  • Outlining a report and using pivot ranges
  • Setting up security features and using macros
  • Accessing multiple data sources
  • Programming a report using callback classes
  • Performancesoft Views Configuration & Best Practices
  • DataMart Architecture
  • Building Report Queries
  • Dynamic Report Development for e.Spreadsheet