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PerformancePoint Services im Überblick. Meinrad Weiss Principal Consultant Partner [email protected] Trivadis AG Europa-Strasse 5 CH-8152 Glattbrugg (Zürich). What is happening? Scorecards, Dashboards. What happened? Reporting. Why did it happen? Analytics. Strategy. - PowerPoint PPT Presentation
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PerformancePoint Servicesim Überblick
Meinrad WeissPrincipal [email protected]
Trivadis AGEuropa-Strasse 5 CH-8152 Glattbrugg (Zürich)
What happened?Reporting
Why did it happen?
Analytics
What is happening?Scorecards, Dashboards
Strategy
PerformancePointServices
LifecyclePerformancePoint XXX history
Score Carding & Dash
boarding
PerformancePoint
Server(PPS) $$$ MOSS EE $$$
Score Carding & Dash
boarding
10 yearssupport
„BI Server“
ProClarity $$$
SharePoint EE $$$
Score Carding & Dash
boarding
„BI Server“
Business Scorecard Manager $$$
2010
Monitoring &Analytics
(ProClarity)
Planning &Consolidation
Planning &Consolidation
Monitoring &Analytics
(ProClarity)
Monitoring &Analytics(ProClarity)
Microsoft SharePoint 2010
Communities
Search
Sites
Composites
ContentInsights
Ribbon UIClaims Based AuthenticationSharePoint WorkspaceSharePoint MobileOffice Client and WAC IntegrationStandards Support
Tagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg Browsing
Enterprise Content TypesEnterprise Metadata and NavDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList Enhancements
Phonetic SearchNavigatorsFAST IntegrationDocument PreviewEnhanced Pipeline
PerformancePoint ServicesExcel ServicesChartsVisio ServicesWeb AnalyticsSQL Server Integration/Gemini
Business Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSS
Business Intelligence SharePoint Site
A simple Dashboard
DashboardScoreCard
Report(s)
Agenda
DashboardScoreCard
Report(s)
SharePoint Server
Data Warehouse(SQL Server, Oracle)
OLAP Cubes(Analysis Services)
ScorecardSharePoint Experience
UserScorecard
Builder PowerUser
PerformancePoint Services
The whole process
Other Data Sources(SQL Srv, Excel,SharePoint, …)
Basic ScoreCard Design
Presentation Tier
Agenda
DashboardScoreCard
Report
Nested KPIs and ObjectivesInteractive, collaborative scorecards
Filter by ScoreExpand / collapseAssociate KPIs with specific report viewsCell annotations
Custom properties, columns
Scorecard
KPIs with slice-and-dice capabilities (Analysis Services)
KPIs from tabular data sources
Data Source Connectivity
Excel/ Excel ServicesSharePoint ListsSQL ServerAnalysis Services
Data Sources
Dashboard Engine can link it’s internal time structure to source system
Works for OLAP and Tabular Data
Data Source Time Intelligence
Time Intelligence Filter
Can show actual value, target, status and trend
Objectives – roll-up one or more KPIs into a single, normalized score
Weighted or non-weighted
Multiple targets
Custom status indicators
High-to-low, low-to-high, or centered banding
Key Performance Indicators (KPIs)
Agenda
DashboardScoreCard
Report
Reports provide context for ScoreCardCan be used as a starting point for analytical work
Dashboard Reports
PerformancePoint Reports• Analytic Chart, Grid• KPI DetailExternal Report Sources• Excel/Visio Services• Reporting Services• Web Page
100% Thin client architecture based on ASP.Net and Ajax technology
Drill to detail, Drill up/down, Cross drillAttributes displayed as part of the gridCustomizable grid formatting with CSSExport values to Excel
Performance Point Analytic Charts and Grids
Drag and drop hierarchies
Preview view
Filter support
MDX editor modeNice for complex reportsRemoves all the user navigationflexibility
Analytic Chart/Grid Designer
Inherited from ProClarityBreak down tree can be created on one measureIntegrated in PPS ScoreCards and PPS ReportsRequire Silverlight installation
Decomposition Tree
ProClarity PerformancePoint Services
Excel 2007/10
Browser100% thin
View and Interact
Customapplications
Web Services Access
Excel 2007/10client
Open Spreadsheet
Author & Publish Spreadsheets
Excel(/Visio/Reporting) Services
Open inExcel
View inBrowser
Displayin WebPart
Snapshot in Excel
DocumentLibrary
Excel (Services) in SharePoint
Better symmetry across Excel and Excel Services
e.g. support for Pictures, Sparklines, Slicers, PowerPivot, …
Change of paradigm: From refusing to open files which contain unsupported features to make best effort to open any workbook
Cell comments Formula references to external books Query Tables (aka: external data ranges) VBA Anything using OfficeArt technology, such as Shapes, WordArt, SmartArt, Org Chart, Diagrams, Signature Lines, Ink Annotations, etc.
Excel Services 2010
Strategy Maps via Visio Services
From Static “Paper”
to interactive
Diagrams
Central Logic is a Key Element (do it once and consitent)
DataData,Aggregates & Logic
Analysis Services
Relational DB
IT Business
DashboardLogic
Agenda Filter
Wizard simplifies filter design
Dashboard Designer can define the objects (Scorcard, Report) that are influenced by the filter
Filters
Rich Filter Options
TopCount(<<UniqueName>>.Children ,5 ,([Measures].[Order Quantity]))
PerformancePoint Services ObjectsPerformancePoint Services objects are stored in SharePoint lists and libraries
Single Security Model One Point for Backup and Restore
Dashboard definition can also be stored in an XML File
Additional BackupSource ControlMigration
DoItYourself Dashboard Page with URL-Filter
Toolset to create context driven dashboards with scorecards, analytic reports and filters
SQL Server Reporting Services and Excel Services report integration
Scorecards can bring together data from multiple data sources Analysis Services, SQL Server, SharePoint lists and Excel Services
Interactive analytic reports allow the identification of driving forces and root causes
Integration of business intelligence applications and information with other powerful SharePoint Server features, such as collaboration and content management
Conclusion
Conclusion (2): Use what you already own
Sound and scalable platformAnalysis ServicesReporting ServicesIntegration ServicesMaster Data ServicesData Warehousing
Integrated content and collab.Thin client experiencesScorecards and DashboardsCollaborationSearch
Familiar tools for end usersSelf-service access and insightData exploration and analysisPredictive analysisRich, contextual data visualization
Business User Experience
Business Collaboration Platform
Data Infrastructure and BI Platform
SharePoint 2010SQL Server 2008 R(2)efreshedBusiness Intelligence mit Microsoft in 2010
Trainings Voucher für 1 Schulungstag (Wert CHF 870.-)
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Thank you for your Attention!For more Information please contact
Meinrad WeissPrincipal ConsultantPartner
Trivadis AGEuropa-Strasse 5 CH-8152 Glattbrugg (Zürich)
