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PerformancePoint Services im Überblick

PerformancePoint Services im Überblick. Meinrad Weiss Principal Consultant Partner Meinrad.weiss@trivadis.com Trivadis AG Europa-Strasse 5 CH-8152 Glattbrugg (Zürich). What is happening? Scorecards, Dashboards. What happened? Reporting. Why did it happen? Analytics. Strategy.

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PerformancePoint Services im Überblick

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  1. PerformancePoint Servicesim Überblick Meinrad Weiss Principal Consultant Partner Meinrad.weiss@trivadis.com Trivadis AG Europa-Strasse 5 CH-8152 Glattbrugg (Zürich)

  2. What is happening? Scorecards, Dashboards What happened? Reporting Why did it happen? Analytics Strategy PerformancePointServices

  3. PerformancePoint XXX history Lifecycle 2010 PerformancePointServer(PPS) $$$ „BI Server“ „BI Server“ MOSS EE $$$ SharePoint EE $$$ Score Carding & Dash boarding Business Scorecard Manager $$$ Score Carding & Dash boarding Score Carding & Dash boarding • Monitoring &Analytics • (ProClarity) • Monitoring &Analytics • (ProClarity) • Monitoring &Analytics • (ProClarity) ProClarity $$$ 10 yearssupport Planning &Consolidation • Planning &Consolidation

  4. Microsoft SharePoint 2010 Ribbon UI Claims Based Authentication SharePoint Workspace SharePoint Mobile Office Client and WAC Integration Standards Support Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browsing Sites Composites Communities Enterprise Content Types Enterprise Metadata and Nav Document Sets Multi-stage Disposition Audio and Video Content Types Remote Blob Storage List Enhancements Insights Content PerformancePoint Services Excel Services Charts Visio Services Web Analytics SQL Server Integration/Gemini Search Phonetic Search Navigators FAST Integration Document Preview Enhanced Pipeline

  5. Business Intelligence SharePoint Site

  6. A simple Dashboard Dashboard ScoreCard Report(s)

  7. Agenda Dashboard ScoreCard Report(s)

  8. The wholeprocess ScorecardBuilder PowerUser ScorecardSharePoint Experience User SharePoint Server PerformancePoint Services Data Warehouse (SQL Server, Oracle) OLAP Cubes (Analysis Services) Other Data Sources (SQL Srv, Excel,SharePoint, …)

  9. Presentation Tier Basic ScoreCard Design

  10. Agenda Dashboard ScoreCard Report

  11. Nested KPIs and Objectives Interactive, collaborative scorecards Filter by Score Expand / collapse Associate KPIs with specific report views Cell annotations Custom properties, columns Scorecard

  12. KPIs with slice-and-dice capabilities (Analysis Services) KPIs from tabular data sources Data Source Connectivity Excel/ Excel Services SharePoint Lists SQL Server Analysis Services Data Sources

  13. 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

  14. 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)

  15. Agenda Dashboard ScoreCard Report

  16. Reports provide context for ScoreCard Can be used as a starting point for analytical work Dashboard Reports PerformancePoint Reports • Analytic Chart, Grid • KPI Detail • External Report Sources • Excel/Visio Services • Reporting Services • Web Page

  17. 100% Thin client architecture based on ASP.Net and Ajax technology Drill to detail, Drill up/down, Cross drill Attributes displayed as part of the grid Customizable grid formatting with CSS Export values to Excel Performance Point Analytic Charts and Grids

  18. Drag and drop hierarchies Preview view Filter support MDX editor mode Nice for complex reports Removes all the user navigationflexibility Analytic Chart/Grid Designer

  19. Inherited from ProClarity Break down tree can be created on one measure Integrated in PPS ScoreCards and PPS Reports Require Silverlight installation Decomposition Tree ProClarity PerformancePoint Services

  20. Excel(/Visio/Reporting) Services View and Interact Browser100% thin Author & Publish Spreadsheets Open Spreadsheet Excel 2007/10client Excel 2007/10 Web Services Access Customapplications

  21. Excel (Services) in SharePoint Snapshot in Excel View inBrowser Open inExcel Displayin WebPart DocumentLibrary

  22. 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

  23. Strategy Maps via Visio Services From Static “Paper”to interactive Diagrams

  24. Central Logicis a Key Element (do itonceandconsitent) IT Business Relational DB Analysis Services Data, Aggregates & Logic Data DashboardLogic

  25. Agenda Filter

  26. Wizard simplifies filter design Dashboard Designer can define the objects (Scorcard, Report) that are influenced by the filter Filters

  27. Rich Filter Options TopCount(<<UniqueName>>.Children ,5 ,([Measures].[Order Quantity]))

  28. PerformancePoint Services objects are stored in SharePoint lists and libraries Single Security Model One Point for Backup andRestore Dashboard definitioncan also bestored in an XML File Additional Backup Source Control Migration PerformancePoint Services Objects

  29. DoItYourself Dashboard Page with URL-Filter

  30. 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

  31. Conclusion (2): Use what you already own Business User Experience Familiar tools for end users • Self-service access and insight • Data exploration and analysis • Predictive analysis • Rich, contextual data visualization Integrated content and collab. • Thin client experiences • Scorecards and Dashboards • Collaboration • Search Business Collaboration Platform Sound and scalable platform • Analysis Services • Reporting Services • Integration Services • Master Data Services • Data Warehousing Data Infrastructure and BI Platform

  32. BesuchenSieunserenStand Trivadis Innovation Partnership Programm (TIPP) Gemeinsame Innovations-Projekte Trainings Voucher für 1 Schulungstag (Wert CHF 870.-) SharePoint 2010 SQL Server 2008 R(2)efreshed Business Intelligence mit Microsoft in 2010 Talent Scout Herausfordernde, attraktive Jobs warten MeldenSiesich!

  33. Thank you for your Attention! • For more Information please contact • Meinrad Weiss • Principal Consultant • Partner • Meinrad.weiss@trivadis.com • Trivadis AG • Europa-Strasse 5 • CH-8152 Glattbrugg (Zürich)

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