Business Scorecard Manager 2005

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Business Scorecard Manager2005: Builder Fundamentals

Microsoft ® Virtual Lab s





Business Scorecard Manager 2005: Builder Fundamentals

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Business Scorecard Manager 2005: BuilderFundamentals

Objectives After completing this lab, you will be better able to: Familiarize users with the workspace. Instruct users in the procedure for using already existing scorecard. Instruct users in the procedure for modifying already existing scorecard. Instruct users in the procedure for deploying a scorecard to a SharePoint

site.

PrerequisitesBefore working on this lab, you must:

Make sure you have the Microsoft Office Business Scorecard Manager2005 Training Virtual PC installed on your machine.

Start the Microsoft Office Business Scorecard Manager 2005 TrainingVirtual PC.

Estimated Time toComplete This Lab 90 Minutes

Computer used in this LabSQL BI




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Exercise 1Using the Microsoft Office Business Scorecard Manager 2005 Builder

ScenarioUsers will learn how to: create a workspace, add an existing scorecard from the server, modify the scorecard, andadd it to a SharePoint site.

Tasks Detailed Steps

Complete the following15 tasks on:

SQL BI

1. Create a newworkspace

a. From the Start menu click All Programs , then click on Microsoft Office . Scrolland click on Microsoft Office Business Scorecard Builder 2005 .

b. In the Workspace Browser , click Create a new workspace . Or from the File menu, select New Workspace . This will create a new, untitled workspace.

c. From the file menu select Save workspace As , and save the workspace as“myWorkspace”. Make sure you have Workspace files (*.bsw) selected as theSave as type.




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Note : When you open Microsoft Office Business Scorecard Manager 2005 Builder, avertical bar separates the workspace into two panes. The pane on the left is theWorkspace Browser. After you open a workspace in Microsoft Office BusinessScorecard Manager 2005 Builder, you use the Workspace Browser to create newscorecard elements or to quickly access existing scorecard elements so that you canreview or modify them. The pane on the right is where scorecards and their related elements are created and reviewed

2. Create a New DataSource

a. In the Workspace Browser , click on the Data Sources folder.

b. In the right-side pane under Create data source based on: click New Definition .

c. In the Create Data Source Wizard choose ADOMD.NET and click Next .

d. In the Data Source Name text box, type “ myADOMDDatasource ” and click Finish.




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e. From the Data Source Editor Window, in The name of the server text box, type“localhost ”.

f. From the Database Name drop-down box select Adventure Works DW .

g. From the Cube Name drop-down box select Adventure Works .

h. For Cache interval in Minutes choose 30.

i. Click on Test Connection .

j. Click OK in the dialog box confirming a successful connection.

k. Back in the Data Source Editor Window, click OK .

3. Publish Data Source a. Notice the red exclamation point on the newly created Data Source indicating thatit has not been published to the server.




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b. Right-click on the myADOMDDatasource Data Source and select Publish fromthe pop-up menu.

4. Add a second datasource

a. In the Workspace Browser , right-click on the Data Sources folder and selectInsert from the pop-up menu.

b. In the Select Data Source Window, click on the Ops Spreadsheet .






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c. Click Finish .

d. Save you workspace.

6. Link the KPI Actual value to a Datasource

a. Notice the red exclamation point on the newly created KPI indicating that it hasnot been published to the server even though you just saved the Workspace.

b. On the right hand pane of the browser window under Actual and Targets, Right-click on Actual and select Edit from the pop-up menu.

c. In the Actual Editor window, select Data Mappings on the left-hand side.




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d. In the right-hand pane, in the Data Mappings section, selectmyADOMDDatasource from the Data source name: drop-down box.

e. In the Measure Source section, select Sales Amount from the Measure drop-

down box.f. In the Time Intelligence section, select Ship Date.Ship date.Calendar Year from

the Time Dimension drop-down box.

g. Select the Use Static Members radio button.

h. Click the Browse button to the right of the Current Time Dimension text box.

i. In the Select Member Window, expand Ship Date.Ship Date.Calendar Year >All Periods , and select the CY 2003 folder and click OK .

j. Back in the KPI Details Editor window in the Time Intelligence section click theBrowse button to the right of the Previous Time Dimension text box.




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k. In the Select Member Window, expand Ship Date.Ship Date.Calendar Year >All Periods , and select the CY 2002 folder and click OK .

l. Back in the Actual Editor window click OK .




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7. Publish new KPI a. In the Workspace Browser , right-click the mySalesAmount KPI, and selectPublish from the pop up menu.

8. Create a newscorecard

a. In the Workspace Browser , select the Scorecards folder, and in the right-sidepane under Create scorecard based on: click New definition .

b. In the Create Scorecard Wizard, in the Scorecard name : text box, type“myScorecard ”.




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c. Click Finish .

9. Add an objective a. In the right-side pane, under the Definitions tab, in the Scorecard Elements

section, click the Create Objective icon.

b.

In the Object Editor window, under General Properties , in the Name text box,type “ myObjective ”.

c. Click OK .d. In the right-side pane, under the Definitions tab, in the Scorecard Elements




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section, click the Add a KPI icon.

e. In the Add KPI to Scorecard window, select the mySalesAmount KPI .

f. Click OK .g. In the right-side pane, under the Definitions tab, in the Scorecard Elements

section, click the Move Right icon to move the KPI under the objective.




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10. Add a new reportview

a. In the right-side pane, select the Report Views tab.

b. Click Add . c. In the Create Report View window, select the New definition radio button. Click

Next .

d. In the Report View Name text box, type “ myReportView ”.




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e. Make sure that Pivot Table is selected in the Report View Type drop-down box. f. Click Continue .

11. Edit the new reportview

a. In the Report View Editor window, in the left-hand pane, select Configuration .

b. Make sure that Group 1 is selected in the Group drop-down box.

c. Click the Commands and Options icon.

d. In the Commands and Options window, select the Connection radio button, andclick Edit .




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e. In the Data Link Properties window, click the Provider tab and click MicrosoftOLE DB Provider for Analysis Services 9.0 and click Next .

f. From the Connection tab enter Localhost for Data Source in step 1. For step 2click the radio button for Use Windows NT Integrated security. For step 3, click the drop-down box and select Adventure Works DW.




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Note: If Adventure Works DW does NOT show up as an option, double check the previous steps.

g. Click OK which will close the window. This will bring you back to the reportview window.

h. Click the Commands and Options button again. In the Use Data From section,click the drop-down window and select Adventure Works.




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i. If the window does not close automatically please close it. j. Observe the changes in the Report View Editor window, and click the Field List

icon.

k. In the PivotTable Field List window, Scroll down and click Sales Amount . Click the Add to radio button with Data Area selected.




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l. In the PivotTable Field List window, scroll down and expand ShipDate.Calendar Year. . Click on Calendar Year. In the Drop-Down windowchoose Column Area. Click the Add to button.

m. In the PivotTable Field List window, scroll down and expand Geography. . Click on Country. In the Drop-Down window choose Row Area. Click Add to .




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n. Click OK .

12. Publish the scorecard a. In the Workspace Browser , right-click myScorecard , and select Publish fromthe pop-up menu.

13. Deploy theScorecard to aSharePoint Site

a. Open the Browser which should take you to the Contoso Home page. From theSite Actions tab on the right hand side choose Create Page.




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b. For the Title enter SCDemo. For the page type, choose (Welcome Page) IntranetHome.




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c. Click Create .

d. Click Add a Web Part from the Middle Left Zone .

e. Scroll to the bottom and Click on All Web Parts in the bottom left hand section. If this does not exist then you are already in this mode.

f. Scroll down to Miscellaneous and check the box for Office Scorecard View .




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g. Click Add. This will add the web Part to your zone. h. In the Web Part, Click Edit and choose Modify Shared Web Part.

i. Choose MyScorecard from the Select a Scorecard drop-down window and Click OK.




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j. Click Add a Web Part from the Middle Right Zone .




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k. Click on the Advanced Web Part gallery and Options link. This is another wayto add the web Part.

l. Click on the Server Gallery .

m. Drag the Office Report View Web Part to the Middle Right Zone .

n. Click on Edit in the new Web Part. Scroll Down and Choose Connections ->Consumes Data From -> Office Scorecard View .

o. In the Web Part, Click Edit and choose Modify Shared Web Part.




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p. Click the Check Box 1 and Click OK. This will link the Report View you createdearlier.




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q. Click on Check In To Share Draft. This will now make the page viewable.




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14. Add an Actual andTarget. We will nowadd Data and viewthe scorecard.

a. Click back on the Microsoft Scorecard Builder .

b. In the Workspace Browser , select myScorecard .

c. In the right-Side pane, select the Scorecard Views tab, select Default View , thenclick the Edit button.

d. In the Scorecard View Editor window, select Actual and Targets from the lefthand side. Click the Add button.

e. Keep all of the default selections for Actual and click OK .




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f. Back in the Scorecard View Editor window click Add again.

g. Keep all of the default selections for Target and click OK.




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h. Back in the Scorecard View Editor window click OK .

i. In the Workspace Browser , Right-click myScorecard and choose Publish .

j. Click back on the Browser and click refresh .

15. Add an indicator a. Click back on the Microsoft Business Scorecard Builder .

b. Click on the Indictors folder in the Workspace Browser pane.

c. In the right-side pane under Insert: click Indicator from server .




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d. In the S elect Indicator window click the Details tab.

e. Click on 3 Lights and choose OK .

f. In the Workspace Browser , select the mySalesAmount KPI .

g. In the right-side pane, select the Definitions tab.

h. In the Actual and Targets section, right-click Default Target, and select Edit from the pop-up menu.




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i. In the Target Editor window, select Data Mappings from the left-hand pane, andchange the Current text box value to 30,000,000 .

j. In the Target Editor window, select Thresholds from the left-hand pane, andselect 3 Lights from the Indicator name: drop-down box, and click OK .




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k. In the Workspace Browser, right-click the mySalesAmount KPI, and selectPublish from the pop-up menu.

l. Click back on the Browser, on the SCDemo page click refresh .

m. Observe the changes.

n. You may now make any additional modifications that you like. We suggest thatyou try additional formatting and Data choices.




Lab Summary

You have now created and deployed a scorecard from scratch.

Documents

Business Scorecard Manager 2005