Dashboarding à la Microsoft

Meinrad Weiss Principal Consultant Trivadis AG Dashboarding à la Microsoft

Trivadis Solution Portfolio BusinessIntelligence ManagedServices BusinessCommunication Security ApplicationPerformanceManagement Solution Integration - Enterprise Service Bus ApplicationDevelopment Training Coresystems (SCM, ERP, CRM) Individual applications CoretechnologiesMicrosoft, Oracle, IBM, Open Source

Trivadis Facts & Figures • Currently 12 locations with over 500 employees • Baden, Basel, Bern, Lausanne, Zurich • Düsseldorf, Frankfurt, Freiburg, Hamburg, Munich, Stuttgart • Vienna • Financially independent and sustainably profitable • Key figures in 2007 • Consolidated income: CHF 98 million / EUR 60 million • Over 1‘500 projects with more than 600 clients • Over 125 Service Level Agreements • About 5'000 training participants per year • Research budget: CHF 6 million / EUR 3.6 million

Agenda SQL Server 2008 PPS VNext Outlook Architecture Data Source Key Performance Indicator Report View Dashboard Filter Score Card PerformancePoint ServerMonitoring What is a Dashboard SharePoint (WSS and MOSS) PerformancePoint Server (PPS) Fundamentals

Windows SharePoint Dashboard Filtering Output of a Report List of standard Reports SharePoint KPI‘s Document Library Excel HTML View

PerformancePoint Server (PPS) Dashboard „Driving Seat“ ScoreCardwithKPI‘s Report Views

WSS, MOSS and PPS Monitoring Microsoft Office SharePoint Server (MOSS) PerformancePoint Server (PPS)Monitoring Windows SharePoint Services (WSS) Windows Server 2003

Performance Management What is happening? Scorecards, Dashboards What happened? Reporting Why did it happen? Analytics Strategy What will happen?Planning, Budgeting, Forecasting

Theroad to PerformancePoint Server

Part of “The Microsoft BI Burger” DELIVERY COLLABORATION CONTENT MANAGEMENT SharePoint Server SEARCH Reports Dashboards Excel Workbooks Analytic Views Scorecards Plans END USER TOOLS AND PERFORMANCE MANAGEMENT APPS Excel PerformancePoint Server BI PLATFORM SQL Server Reporting Services SQL Server Analysis Services SQL Server DBMS SQL Server Integration Services

PPS Dashboard (Designer) ScorecardSharePoint Experience Designer Analyst Users ScoreCard Application ScorecardMetadata DB (SQL Server) SharePoint or ODBC Data Warehouse (SQL Server) OLAP Cubes (Analysis Services)

PPS Monitoring Topology

Dashboard Designer • Familiar Microsoft Office 2007 look and feel • Fast Time to Delivery and Ease of Administration • Designed for collaboration and reuse • Offline capabilities • Built-in templates and wizards allow user to quickly build and share dashboards and scorecards

Dashboards • Scorecards • Key Performance Indicators • Multiple Data Sources • Report Views • Analytic Charts and Grids • Strategy Maps

Flexible “building blocks” for measuringperformance against plan Key Performance Indicators (KPIs) • Show actual value, target, status and trend • Combine disparate data sources in a single KPI • Value from SSAS, targets from Excel • Objectives – roll-up one or more KPIs into a single, normalized score • Weighted or non-weighted • Multiple targets • Custom status indicators • Custom KPI attributes • High-to-low, low-to-high, or centered banding

Scorecards Organize, roll-up,and score your KPIsfor an all-up view of corporate performance. • Nested KPIs and Objectives • Integrated strategy maps, cause-and-effect diagrams • Interactive, collaborative scorecards • Filter by Score • Expand / collapse • Associate KPIs with specific report views • Cell annotations • Custom properties, columns

Access and combine data from avariety of resources bringing rapidvisibility of corporate performanceagainst plan to all users. Data Sources • KPIs with slice-and-dice capabilities (Analysis Services) • KPIs from tabular data sources • Combine multi-dimensional and tabular data on a single scorecard • Data Source Connectivity • Excel/ Excel Services • SharePoint Lists • SQL Server • Analysis Services • ODBC • Extensible

Data Source Time Intelligence • Dasboard Engine knows Time Structure • Works for OLAP and Tabular Data Time Intelligence Filter

Easily deliver aggregated, interactive views of your performance metrics and data to all your stakeholders and decision makers. Dashboard Features • Interactive, visual displays of performance data • Combination of Scorecardand Report View(s) • Parameterized using filters • Integrated with SharePoint • Customized using SharePoint Master Pages

Explore and compare performance across views and reports by choosing items from filter lists. Dashboard Filters • Filters for pages, zones, or individual items • Fixed value list • Dynamic list based on MDX queries • Designate display and return columns • Default values

Analytic Grids and Charts • 100% Thin client architecture based on ASP.Net and Ajax technology • Drill to detail, Drill up/down, Cross drill • Smart column header and label shortening • Attributes displayed as part of the grid • Customizable grid formatting with CSS • Tooltips with full header label • Export values to Excel

Design Analysis Services 2005 queries using navigation, query layout, and member selection. Analytic Grid/Chart Designer • Drag and drop hierarchies • Navigate through hierarchies • Preview view • Add filters • MDX editor mode

Forecast values using the historical performance of scorecard data. Use SQL Server data mining algorithms to generate projections Trend Chart and Analysis • Forecast data using scorecards and KPIs • Set number of periods to forecast • Set data mining algorithm parameters • Requires OWC 

Export to Excel/PowerPoint 2007 • Export scorecards, analytic charts/grids and strategy maps directly from dashboards to Excel,PowerPoint 2007 • Not very niceimplemented

Excel and ProClarity Integration • Tight integration of Excel 2007 workbooks, ProClarity Views and SharePoint Librariesvia Report Views • Microsoft Office SharePoint Server (MOSS) • ProClarity AnalyticsServer (PAS) • 360° View • Additional Context of ScoreCard

If possible KPI’s should be defined in Analysis Services Cubes MDX support KPI’s can be displayed in “all” other tools. “Single point of truth” KPI’s User Tool with Wizard support ProClarity Define KPI Visualize KPI Excel 2007 Analysis Services PPS Monitoring Support for non Cube data SharePoint SQL Server 2005Reporting Services

Additional Functionality of PPS KPI's LeafKPI‘s

Additional Functionality of PPS KPI's (2) Non LeafKPI‘s LeafKPI‘s

Additional Functionality of PPS KPI's (3) • Rollup using Scoring Objectives

Scoring (Raw, Normalized) • Make uncomparable things comparable Normalized = 75 % Actual = 4 Target = 5 Raw = 80 %

MOSS and/or PPS

ReportingServices 2008 • More scalable reporting engine • Deployment agnostic of Microsoft® Internet Information Services (IIS) • Word rendering • More flexible report layout • Enhanced data visualization (Dundas Controls) • New “Report Desiger” • No need to use VS anymore • Will come some time after RTM

Performance Point Server Roadmap Available Today March 2007 ProClarity Analytics 6.2 ProClarity Analytics 6.3 Business Scorecard Manager 2005 PerformancePoint Server 2007 (v1) PerformancePoint Server v2 Office 14 Nov 2007

Conclusion • Microsoft is a leadingplayer in the BI space • Performance PointServer offers a very flexible platform for building ScoreCarding and Dashboard Applications • Analysts like Gartner discovered the potential

More Infos Wettbewerb und Gutschein • Trivadis TechnoCircle • SQL Server 2008: • Was ist neu und relevant für DBA’s und IT Professionals • Die essentiellen Neuerungen für Entwickler • Das Herz einer modernen Business Intelligence Plattform • Next Generation Data CentricApplicationswith Visual Studio 2008 and SQL Server 2008 • Mit Buchtaufe von Christian Nagel • Demo an unserem Stand • WPF goes Windows Trivadis Framework • Datenbanksetup “Best Practices” und “SharePointsUmsetzung”

© 2007 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.

Dashboarding à la Microsoft