SharePoint 2010 Insights 04 – Developing KPIs and Scorecards with SharePoint 2010 PerformancePoint Services

1. SharePoint 2010 Insights04 – Developing KPIs and Scorecards with SharePoint 2010 PerformancePoint Services SQL10R2UPD03-DECK-04 [Presenter Name] [Presenter Title] [Company Name]

2. Module Overview • Introducing SharePoint 2010 Insights • What’s New in SharePoint 2010 Excel Services • What’s New in SharePoint 2010 PerformancePoint Services • Developing KPIs and Scorecards with SharePoint 2010 PerformancePoint Services • Developing Reports and Dashboards with SharePoint 2010 PerformancePoint Services • Managing Excel 2010 PowerPivot Solutions in SharePoint 2010

3. Agenda • Introducing the SharePoint PPS Environment • Introducing the PPS Design Environment • Developing Data Sources • Developing Indicators • Developing KPIs • Developing Scorecards • Demo: Developing KPIs and Scorecards with SharePoint 2010 PerformancePoint Services • Lab: Developing KPIs and Scorecards with SharePoint 2010 PerformancePoint Services Reports, filters, and dashboards will be covered in Topic 05

4. Introducing the SharePoint PPS Environment • SharePoint PPS Fundamentals • Creating New Elements • Managing Existing Elements • Browsing Dashboards

5. SharePoint PPS Fundamentals • All items used by PPS dashboards must be cataloged in SharePoint lists • Dashboards are deployed to SharePoint libraries • The Business Intelligence Center site template includes: • Data Connections library • PerformancePoint Content list • Dashboards library • By default, these listsare configured to supportversioning

6. SharePoint PPS FundamentalsPerformancePoint Content List Example

7. Creating New Elements • Create Data Sources in the Data Connections library • Create all other items in the PerformancePoint Content list Creating new elements launches Dashboard Designer

8. Managing Existing Elements • In the lists, the context menu for cataloged items supports: • Viewing and editing properties • Editing the element in Dashboard Designer • Managing check out and view of version history • Managing permissions • Deleting • For Scorecard and Report elements, there is also the option to display them

9. Browsing Dashboards • Dashboards can be deployed from Dashboard Designer to document libraries that allow the addition of Web Part pages • Each Dashboard creates a folder • Each folder contains a Web Part page for each page of the Dashboard • Dashboard pages can be edited, if required, using tools such as SharePoint Designer

10. Agenda • Introducing the SharePoint PPS Environment • Introducing the PPS Design Environment • Developing Data Sources • Developing Indicators • Developing KPIs • Developing Scorecards • Demo: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services • Lab: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services

11. Introducing the PPS Design Environment • Dashboard Designer • Workspace Browser

12. Dashboard Designer • Click-once deployed Windows application for developing PPS elements • All item definitions are saved in a Workspace file and in SharePoint lists • The Workspace file has an extension of .ddwx • Includes a ribbon with three tabs: • Home, Edit, and Create • Presents three panes: • Workspace Browser • Design pane – used for designing items • Details pane – used to report dependencies or to provide resources for the design of Scorecard, Report, and Dashboard elements New

13. Dashboard DesignerContinued

14. Workspace Browser • Organizes the content of the Workspace • Use the Workspace group on the Home tab to: • Add/remove lists • Add existing items • Refresh • “Get Latest Version” SharePoint lists Element folder

15. Workspace BrowserContinued • The Save operations apply to: • The Workspace file • Can save locally or to a SharePoint library • Workspace elements • Always saves to the assigned SharePoint list • The Deploy operation applies only to dashboards • The Delete operation will also delete from the SharePoint list • Permissions management and Properties will direct the user to the appropriate SharePoint pages

16. Workspace BrowserContinued • Use the Changes group on the Home tab to: • Compare the Workspace items to the SharePoint items • Validate that item dependencies are available • Mark items that differ from those saved in the SharePoint lists • Use the Import Items function to: • Import the contents of a Workspace into SharePoint lists Marked item

17. Agenda • Introducing the SharePoint PPS Environment • Introducing the PPS Design Environment • Developing Data Sources • Developing Indicators • Developing KPIs • Developing Scorecards • Demo: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services • Lab: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services

18. Developing Data Sources • Data Source Element • Data Source Configuration

19. Data Source Element • Defines connection to business data used by PerformancePoint applications • Types include: • Supports Analysis Services 2005 and later • Preferred type is Analysis Services • Delivers high-performance query results • Cubes can be enriched with KPI definitions and referenced by KPI elements • Supports interactive features in scorecards and analytic reports

20. Data Source Configuration • Connection Settings • Data Source Settings • Column Definitions • Time Properties

21. Data Source ConfigurationConnection Settings • Multidimensional • Analysis Services • Server, Database, Role, and Cube or • Connection String • Tabular • Excel Services • SharePoint Site, Document Library, Excel Workbook, and Item • Excel Workbook • Imports the Excel workbook data into the Workspace • SharePoint List • SharePoint Site and List • SQL Server Table • Server, Database, Table, or View or • Connection String

22. Data Source ConfigurationData Source Settings • Authentication • Unattended Service Account • Unattended Service Account and Add Authenticated User in the Connection String (Analysis Services only) • Per User Identity • Formatting Dimension (Analysis Services only) • Requires that the cube developer has defined a formatting dimension • Cache Lifetime (in minutes) New New Per User Identity is supported only when Kerberos delegation has been configured or if SharePoint claims-based authentication is employed

23. Data Source ConfigurationColumn Definitions • For Tabular data sources, each column can have the following properties configured: • Column Name • Column Unique Name • Column Type • Dimension, Fact, Ignore, Key, TimeDimension • Aggregation (for Fact columns only) • Avg, Count, Max, Min, None, StDev, Sum, Var, First Occurrence • Key Column (for Dimension and TimeDimension columns only) • References a column of type Key PerformancePoint Services converts the tabular data on the fly into a dimensional structure

24. Data Source ConfigurationTime Properties • To support Time Intelligence (TI) features, PerformancePoint needs to understand how time works for the data source • For Analysis Services: • Select a date hierarchy • Reference a date member to a calendar date • Define the time granularity of the selected hierarchy levels • For Tabular data sources: • Specify the Master column (of type TimeDimension) • Select required time-period levels • Year, Semester, Quarter, Month, Week, Day, Hour, Minute, Second • Select the Fiscal start month

25. Agenda • Introducing the SharePoint PPS Environment • Introducing the PPS Design Environment • Developing Data Sources • Developing Indicators • Developing KPIs • Developing Scorecards • Demo: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services • Lab: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services

26. Developing Indicators • Indicator Element • Indicator Configuration

27. Indicator Element • Sets of graphics, text, and colors used to define different levels of performance when comparing a KPI actual to target • Indicator levels form the bands for the KPI target • Two types: • Centered or Standard • Can include 2-10 levels • Additionally, all indicators include a No Data level • Predefined indicators include: • Gauges, Stoplights, Smiley Faces, Progress Bars, Thermometers, and more

28. Indicator Configuration • New indicators are added based on a template • Select from predefined Centered or Standard templates, or • Define a blank indicator • Specify Type (Centered or Standard) and the number of levels • Each level can have the following properties configured: • Display Name • Image (BMP, GIF, JPG, PNG) • Text and Background Color

29. Agenda • Introducing the SharePoint PPS Environment • Introducing the PPS Design Environment • Developing Data Sources • Developing Indicators • Developing KPIs • Developing Scorecards • Demo: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services • Lab: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services

30. Developing KPIs • KPI Element • KPI Configuration

31. KPI Element • Predefined measure used to track performance of a strategic goal, objective, plan, initiative, or business process • For example, Market Share % • Compares and evaluates actual to target metrics

32. KPI Configuration New • KPIs can consist of multiple actual metrics • Each actual metric can be compared to a target metric • Each metric can have the following properties configured: • Number Format • Data Mappings • Fixed value, Data source, Calculated metric • Calculation • Default, Data Source, Average/Sum/Min/Max of Children New

33. KPI ConfigurationContinued • Target metrics must also configure thresholds, which involves: • Selecting a Scoring Pattern • Increasing is Better • Decreasing is Better • Closer to Target is Better • Selecting a Banding Method • Band by Normalized Value of Actual/Target • Band by Numeric Actual of Value • Band by Stated Score • Selecting an Indicator • The choice of indicator determines the number of bands • Built-in indicators remove the need to create these elements • Specifying the Worst Value

34. Agenda • Introducing the SharePoint PPS Environment • Introducing the PPS Design Environment • Developing Data Sources • Developing Indicators • Developing KPIs • Developing Scorecards • Demo: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services • Lab: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services

35. Developing Scorecards • Scorecard Element • Scorecard Configuration • Scorecard User Experience

36. Scorecard Element • Depicts organizational performance by displaying a collection of KPIs together with performance targets for those KPIs • Can be organized hierarchically using: • Objectives and non-leaf KPIs • Multi-level hierarchies • Supports annotations

37. Scorecard Configuration • Scorecards can be created by the Scorecard Wizard: • Select a Data Source (or fixed values) • If it is an Analysis Services data source, there is also the option to import cube KPI Definitions • Create KPIs from the data source measures, defining • Name, Actual, Banding Method, Targets • Add measure filters • Add member columns • Select the SharePoint list to create the elements in

38. Scorecard ConfigurationContinued • Scorecards can be manually designed using the resources found in the Details pane: • Workspace KPIs • KPI metrics • Aggregations • Dimensions, dynamically resolved • Allows multi-level hierarchies • KPI properties • Named sets • Set formulas, dynamically resolved • Custom • Time New New

39. Scorecard ConfigurationContinued • Use the Update function to retrieve live data Be careful not to interpret the data in the Scorecard because it is not yet filtered by a time period

40. Scorecard ConfigurationContinued • Use the Settings group on the Edit tab to configure: • KPI settings • Modify Name and specify Weight • Metric settings • Actual • Modify Name • Target • Modify Name • Configure indicator visibility and position • Configure score type and rollup type • Configure variance comparison and format • Member settings • Allow dynamic expansion of members • Allow drill behaviors for the hierarchies New

41. Scorecard User Experience • Users can: • Interact with the scorecard toolbar (if enabled) • Filter by status • Modify rollup type • Expand/collapse hierarchies • Sort metrics • Filter metrics • By value • Top/Bottom N • Add or read comments (if enabled) • Show details (PPS “Drill through”) • Analyze using a decomposition tree New New

42. Developing KPIs and Scorecards with SharePoint 2010 PerformancePoint Services SQL10R2UPD03-DEMO-04 Demo

43. Developing KPIs and Scorecards with SharePoint 2010 PerformancePoint Services SQL10R2UPD03-HOL-01 Lab

44. Resources • PerformancePoint Services Product Team Blog • http://blogs.msdn.com/performancepoint • Getting Started with PerfomancePoint Dashboard Designer • http://officebeta.microsoft.com/en-us/dashboarddesignerhelp • Nick Barclay’s Blog • http://nickbarclay.blogspot.com

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