Advanced Dashboard Creation Using PerformancePoint Services

1. Advanced Dashboard Creation Using PerformancePoint Services Jason Burns Program Manager Microsoft

2. Introduction & Agenda Fun with Scorecards and Indicators Using External Reports with PerformancePoint Dashboards Interactivity with Filters and Web Part Connections Wrap Up & Questions

3. Before we get started…. • SQL Server Analysis Services • Cubes • OLAP PerformancePoint Technologies

5. Who, Why, What? • Whiz at Excel • Comfortable in SharePoint • Wants to compare Movie Sales and Reviews. • What movies are making the most money? • What do the viewers think of those movies? Heidi

6. Where is the data? • Two SharePoint Lists • Movie Sales Data by Day • Movie Review Data by Movie

7. What Heidi Wants • Top 5 Movies by Sales with Average Review Score

8. Fun with Scorecards and Indicators

9. Topics • Create Custom Indicator in Dashboard Designer • Create a KPI from a SharePoint List • Create a Scorecard • Add Scorecard to Dashboard

10. What Heidi Really Wants.. • Show Gross Sales in Millions • Show Average Review with Stars

11. Just The Beginning: Fun with Scorecards and Indicators Jason Burns Program Manager Office BI, Microsoft demo

12. Recap and Resources • Create a KPI Indicatorhttp://office.microsoft.com/en-au/performancepoint-server/create-a-kpi-indicator-HA010247659.aspx • Learn about PerformancePoint Scorecardshttp://office.microsoft.com/en-au/sharepoint-server-help/learn-about-performancepoint-scorecards-HA101774756.aspx?CTT=1

13. Using External Reports with PPS Dashboards

14. Topics • Overview of Reporting Options • Add an Excel Services Report • Add a Reporting Services Report • Add a Web Report

15. What Other Reports Can I Use? • Excel Services • ProClarity Analytics • Reporting Services • Visio Strategy Map • Web Page Reports*

16. Adding an Excel Services Report Inspired by Excel MVP PurnaDuggirala (Chandoo.org)http://chandoo.org/wp/2011/04/07/show-details-on-demand-in-excel/ • This can be our Scorecard! • I bet I could do this with Excel Services!

17. Baby Steps: Using Excel Services Reports with PerformancePoint Dashboards Jason Burns Program Manager Office BI, Microsoft demo

18. Adding a Reporting Services Report • I want to see the review text with the details! • Movie Review Data by Movie

19. Baby Steps 2: Using Reporting Services Reports with PPS Dashboards Jason Burns Program Manager Office BI, Microsoft demo

20. Adding a Web Report • Would be cool if I had these on my dashboard too!

21. Baby Steps 3: Using Web Reports with PPS Dashboards Jason Burns Program Manager Office BI, Microsoft demo

22. Recap and Resources • Overview of Excel Services Reports in PPS Web Partshttp://technet.microsoft.com/en-us/library/gg482034.aspx • Overview of Reporting Services Reports in PPS Web Partshttp://technet.microsoft.com/en-us/library/gg576961.aspx • Overview of Web Page Reports in PPS Web Partshttp://technet.microsoft.com/en-us/library/ff724284.aspx

23. Interactivity with Filters and Web Part Connections

24. PPS Dashboard Filter PPS Scorecard Excel Services Report Web Report Reporting Services Report

25. Web Part and Filter Connection Facts.. • A PPS Dashboard is a SharePoint Page with Zones and Web Parts • All PerformancePoint Scorecards, Reports and Filters are Web Parts • PPS Web Parts use the SharePoint Web Part Connection Framework • Web Part Connections can be made end edited in Dashboard Designer or in the browser*

26. ! Be Careful Editing PerformancePoint Dashboards outside Dashboard Designer. If you redeploy your Dashboard from Dashboard Designer, changes you made in the browser will be lost!

27. Power Pivot

28. Using PowerPivot as a Data Source Jason Burns Program Manager Office BI, Microsoft demo

29. Getting our Hands Dirty: Adding a filter to a Dashboard Jason Burns Program Manager Office BI, Microsoft demo

30. Getting our Hands Dirty: Connecting a Scorecard our Reports Jason Burns Program Manager Office BI, Microsoft demo

31. Recap and Resources • Create a PowerPivot Data Connectionhttp://technet.microsoft.com/en-us/library/ff191197.aspx • Create a Dashboard Filter using Dashboard Designerhttp://technet.microsoft.com/en-us/library/gg410940.aspx • Connecting Filters to Reports or Scorecards with Dashboard Designerhttp://technet.microsoft.com/en-us/library/ff535781.aspx

32. What we’ve covered… • Scorecards on SharePoint Data • Alternatives to PPS Analytic Reports • Interactivity and Connectivity

33. Questions???

34. What’s Next? • Follow, Tweet and Enter to win an Xbox Kinect Bundle • GAME ON! Join us at the top of every hour at the BI booth to compete in the Crescent Puzzle Challenge and Win Prizes • Sign up to be notified when the next CTP is available at: microsoft.com/sqlserver Join the Conversation @MicrosoftBI /MicrosoftBI

35. Resources • Connect. Share. Discuss. http://northamerica.msteched.com Learning • Sessions On-Demand & Community • Microsoft Certification & Training Resources www.microsoft.com/teched www.microsoft.com/learning • Resources for IT Professionals • Resources for Developers http://microsoft.com/technet http://microsoft.com/msdn

36. Complete an evaluation on CommNet and enter to win!

38. © 2011 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.