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Building and Deploying Advanced Microsoft Office PerformancePoint Server 2007 Planning ApplicationsRob HawthorneManaging DirectorProphesy Ltd
Session Code: BIN 402
Specialist BI and Data Management CompanyFocused solutions within the entire Microsoft BI stack
Kimball Methodology for building Data Warehouse/Business Intelligence solutionsWorking with Government, Finance and ISV’s in NZSpecialist consultants who are recognised in their fieldTrue work-life balance
IntroductionProphesy Limited
Managing Director for Prophesy – BI & DatabaseBeen working with SQL Server since early versions 6.0 and aboveFocused on high availability and scalabilityAuthor of “Microsoft SQL Server 2000 Database Development from Scratch”
Blatant Product Placement
IntroductionRob Hawthorne
& wife carrying champ in 2004 & 2005!
5
Agenda
Planning as part of overall Performance ManagementPlanning and Modeling Issues and GoalsProduct Demonstration
How Microsoft® Office PerformancePoint™ Server 2007 helps meets planning and forecasting needs
Where to find more information
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END USER TOOLS & PERFORMANCE MANAGEMENT APPS
ExcelPerformancePoint
Server
BI PLATFORM
SQL Server Reporting Services
SQL Server Analysis Services
SQL Server DBMS
SQL Server Integration Services
SharePoint Server
DELIVERY
Reports Dashboards Excel Workbooks
AnalyticViews Scorecards Plans
Integrated End-to-End BI Offering
Integrated approachsupport for multiple financial/operational processes
ForecastingWhat will happen?
Planning and BudgetingWhat do I want to happen?
DashboardWhat is happening now?
AnalyticsWhy did this happen?
Scorecard
How to coordinate what happens?Management Reporting
Financial Consolidation
What did happen?
Common KPI’s and Business Rules
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Performance Management Defined
Performance management is defined by the processes, methodologies and technologies organizations use to monitor, analyze, and plan business performance
PerformancePoint ServerProduct Goals
‘Flexibility within a framework’Support standardization and consistency of business definitionsSupport information requirements throughout an organization (Corporate, Region, Area, Division, Business Unit…)Enable ‘local’ information needs to be defined and supported within the framework (system)
User experienceBuild on users familiarity and knowledge of using OfficeBring ‘offline’ decision making on-lineCapture local IP/knowledge as part of the system
Enterprise readyRobust/scalable platformAuditable and secureData Center support and management
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1. Build and manage models, cycles, dimensions and hierarchies
2. Import and stage data
3. Manage user access and roles
Planning Server and Database
Consume
1. Deploy templates to Microsoft Office Excel, and reports SQL Server Reporting Services (RS)
2. Store metadata and business logic
3. Build cubes
1. Contribute to plans, forecasts and budgets in a rich, secure and auditable environment
2. Work and customize forms and reports
3. Submit, approve and audit assignments and jobs
Model
Planning Application
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MarkusThe Monitor
AnnaThe Analyst
EllenThe Explorer
MichaelThe Modeler
CarolynThe Contributor
Hung FuThe Hybrid
IggyThe IT Admin
Planning / Modeling:
Performs planning, budgeting, forecasting and consolidation
Plan = What do I want to happen?
Forecast = What will happen?
The ‘Planning’ Personas
IT Administration and Data Harvesting:Deploys and supports PerformancePoint applications
Internal = finance IT or shared technical resource
External = Microsoft Partner (IT consultant)
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Enterprise Data
Application
PerformancePoint Server
ApplicationApplication
CarolynThe Contributor
MichaelThe Modeler
Hung FuThe Hybrid
IggyThe IT Admin
PerformancePointAdd-in for Excel
PerformancePointAdd-in for ExcelPerformancePoint
Business Modeler
PerformancePointBusiness Modeler
Solution Overview
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Architecture Overview
ApplicationMetadata
Generate
UDMRelationalSchema
Dat
a Lo
ad
Type LibraryDriven Data
1
2
3
4 7
5
RelationalSchema
6
Automatic Sync
PPS Metadata +
XML Form Definitions (R
DL)
PPS MonitoringPPS Analytics
PPS Add-infor Excel
Application DB Export DB
Staging DB
PPS Views
BusinessModeler
Meta D
ata
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Handling Real-World ComplexityCorporate
Business Unit 1 Business Unit 2
Flexibility within a Framework
Forecast
Pricing
Consol.
Forecast
Pricing
CapEx
Sales
OpEx
Forecast
Pricing
CapEx
Sales
OpEx
Account
Entity
Scenario
Time
Product Family
Account
Entity
Scenario
Time
Product
Account
Entity
Scenario
Time
Service
Customer Market Segment
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PerformancePoint Server For Budgeting And Forecasting
1. Integration: Business Modeler extraction, transformation, and loading (ETL)
2. Quality/consistency: Business Modeler rules and logic
3. Analyze/report: Integrated reports, dashboards, and analytics
Manage the Process1
1. Translation: Model-to-model
2. Local guidance: Rules and logic
Top Down21. Orchestration: Templates, cycles, data flows
2. Consolidation: FI, consolidation, allocations, and associations
Bottom Up3
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Exploring PerformancePoint Models, Dimensions and Architecture
Rob HawthorneManaging DirectorProphesy Limited
demo
PPS Sustained Engineering Plan
CU 1Windows Server
2008Tested
CU 2 / SP1Windows Server 2008 Support,
SQL Server 2008 Tested
CU 3 / SP2SQL Server 2008
Support*CU 4
Jan 08 Fall 08May 08 Winter08
* Depends on SQL Server RTM date
No new features planned for Service Packs but will contain additional fixes including addressing any performance problems
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Q & A
www.microsoft.com/teched Tech·Talks Tech·Ed BloggersLive Simulcasts Virtual Labs
http://microsoft.com/msdn
Developer’s Kit, Licenses, and MORE!
Resources for Developers
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Product InformationWhat is Microsoft Office PerformancePoint Server 2007:
www.microsoft.com/business/performancepoint/productinfo/default.aspxInteractive product demo:
www.microsoft.com/bi/performancepointlaunch/demo/index.htmFeatures:
www.microsoft.com/business/performancepoint/productinfo/features.aspxTop 10 benefits:
www.microsoft.com/business/performancepoint/productinfo/top10benefits.aspxCase studies:
www.microsoft.com/business/performancepoint/productinfo/casestudies.aspxNews and reviews:
www.microsoft.com/business/performancepoint/productinfo/newsreviews.aspxSystem requirements:
www.microsoft.com/business/performancepoint/productinfo/systemrequirements.aspxLicensing:
www.microsoft.com/business/performancepoint/howtobuy/default.aspxMore at:
www.microsoft.com/performancepoint
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Guides And DownloadsTechnical portals
Office Developer Portalhttp://msdn2.microsoft.com/en-us/office/bb660518.aspx PerformancePoint Server TechCenter http://technet.microsoft.com/office/performancepoint/default.aspx
Technical guidesPlanning Server Business Rules Development Guidehttp://msdn2.microsoft.com/en-us/library/bb795339.aspx Monitoring SDK guideshttp://msdn2.microsoft.com/en-us/library/bb848116.aspx
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Downloads, Sample Data, ToolsPerformancePoint Server 2007 Evaluation Version (x86)
www.microsoft.com/downloads/details.aspx?FamilyId=6372C24F-67DD-42DD-B034-748907B23420&displaylang=en
PerformancePoint Server 2007 Evaluation Version (x64)www.microsoft.com/downloads/details.aspx?FamilyId=3ADAC793-DEF0-4BA8-A9AB-228979B8DB40&displaylang=en
PerformancePoint Server 2007 Sample: Monitoring Data www.microsoft.com/downloads/details.aspx?FamilyId=06F53613-9F9B-4403-8794-2FDF6DF9D898&displaylang=en
PerformancePoint Server 2007 Sample: Planning Datawww.microsoft.com/downloads/details.aspx?FamilyId=66B5D599-1B26-4ACC-8251-1F1EC692E78F&displaylang=en
Data Import Wizard for Microsoft Dynamics™ AX Toolwww.microsoft.com/downloads/details.aspx?FamilyId=8847B2B5-BD73-49F6-A78E-2F1D1674429E&displaylang=en
PerformancePoint Server 2007 Tool: Scorecard Migration Toolwww.microsoft.com/downloads/details.aspx?FamilyId=5A012033-20E3-4E84-8749-256F78E4158B&displaylang=en
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How Do I?How do I set up a model for shares calculation and consolidation? How do I create an association to move data between models? How do I use an assumption model? How do I write a business rule? How do I customize a currency rule template? How do I customize an intercompany reconciliation template? How do I export data with an outbound rule? How to: applications and models How to: dimensions and members How to: business rules How to: associations between models How do I use multiple data sources in a single time intelligence filter? How do I link KPIs to reports? How do I move my content from one environment to another?
For answers to these questions visit:http://msdn2.microsoft.com/en-us/library/bb795336.aspx
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Calls To Action
1. Visit the Office PerformancePoint Server 2007 site!
www.microsoft.com/performancepoint2. Visit the TechCenter site!
http://technet.microsoft.com/office/performancepoint/default.aspx
3. Attend the upcoming TechNet webcasts!www.microsoft.com/technet
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Microsoft Business IntelligenceResources
BI ConferenceOctober 6-9, 2008 in Seattle, WashingtonRegistration opened in June 200863 breakout sessions, 40 chalk talks, 20+ hands on labsMore information at http://www.microsoft.com/bi/conference/
All Content and Informationhttp://www.microsoft.com/biProduct Training, Labs, Demos, White Papers, Webcasts and Product DemosBlogs and CommunitiesCustomer Evidence and Case Studies
Business Intelligence NewsletterPublished quarterlySubscribe: http://www.microsoft.com/bi/about/newsletter.aspx
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BIN402
Rob Hawthorne
Rob Rocks! Tech.Ed is Awesome!
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© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED
OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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