BIN301 Corporate Performance Management the Easy Way Using SharePoint 2010 and PerformancePoint Services

2. BIN301Corporate Performance Management the Easy WayUsing SharePoint 2010 and PerformancePoint Services Markus Raatz General Manager ixto GmbH

3. Agenda • PerformancePoint Services in SharePoint 2010 • Creating KPIs andScorecards • Building Reports and Dashboards • Conclusion

4. Where is Business Intelligencein SharePoint 2010? • Where it used to be: • Display Reporting Services Reports in web parts • Reporting Services in SharePoint-integrated mode • Simple KPI lists (now called status lists) • Excel Services: dynamic Excel Reports in a web browser • Now also directly integrated: • New site template “Business Intelligence Center” • PerformancePoint Services (PPS) 2010 is the next generation corporate performance-management application from Microsoft • Now a SharePoint 2010 service application • End-users can create KPIs and scorecards themselves • Interactive reports and analysis in the web

5. Who Does What With PerformancePoint Services? • IT • Install and configure • Create and manage data sources • Power-users and developers • Create reports • Configure PPS elements • Publish dashboards in SharePoint • End-Users • Browse published PPS-dashboards in SharePoint and interact with them

6. PerformancePoint Elements

7. Viewing PerformancePoint Dashboards Markus Raatz General Manager ixto GmbH demo

8. Agenda • PerformancePoint Services in SharePoint 2010 • Creating KPIs andScorecards • Building Reports and Dashboards • Conclusion

9. All other elements in the PerformancePoint Content library Create New Elements in SharePoint • Create data sources in the Data Connections library Dashboard Designerwill be launched automatically

10. Dashboard DesignerSample

11. 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

12. Indicator Element • Sets of graphics, text, and colors used to define different levels of performance when comparing a KPI actual to 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

13. 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

14. 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

15. Viewing Scorecards • In their web browsers, 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 “Drillthrough”) • Analyze using a decomposition tree

16. Creating KPIs and Scorecards Markus Raatz General Manager ixto GmbH demo

17. Agenda • PerformancePoint Services in SharePoint 2010 • Creating KPIs andScorecards • Building Reports and Dashboards • Conclusion

18. Report Element • Presents a report • Report types are: • Data in any report can be filtered by the dashboard

19. Analytic Chart and Analytic Grid • Users can switch between Analytic Chart und Analytic Grid • Most chart types supported • The design choice determines the initial view • Works only with Analysis Servicesdata sources • Thank you, ProClarity!

20. Analytic Chart and Analytic GridUser Experience In The Web Browser • Interactive toolbar and context menus support: • Drill up/down • Drill down to (Drill across) • Sort • Filter: • Show Only/Remove • Filter values, Top N • Remove empty rows/columns • Selection of additional measures • Analysis using a decomposition tree • Modification of report type • Show Details (PPS “Drill through”) • Launching of cube cell actions

21. New In PPS 2010Decomposition Tree • An interactive arrangement of bar charts that allows the exploration of contribution relationships • Similar to the “Drill Down To”-feature in Analytic Charts or Grids • Available from: • Scorecard cells • Analytic Grids • Analytic Charts • Uses Silverlight 3.0 • Thank you, ProClarity!

22. Other Report Types • Excel Services • „Excel Web Access“, displays an Excel workbook or parts of it • Reporting Services • Renders a Reporting Services report, with or without toolbar • Unfortunately poor user feedback provided • Web Page • Will display any URL! • All report types can receive parameters from dashboard filters!

23. Filter Element • Added to dashboards so that users can modify the view • Can relate to multiple dashboards • Typically used to filter data • Also used to pass values to Scorecard and Report axes • Filter types are: • Display type configurable: • List, Tree, Multi-Select Tree, Calendar Control

24. Dashboard Element • Collection of pages that group related interactive scorecards and reports • Is the only item that is deployed to SharePoint • Dashboards are assembled from: • Filters • Scorecards • Reports • Connections are defined between the assembled items to allow values to be sent and received

25. Creating Reports And Dashboards Markus Raatz General Manager ixto GmbH demo

26. Agenda • PerformancePoint Services in SharePoint 2010 • Creating KPIs andScorecards • Building Reports and Dashboards • Conclusion

27. Conclusion • Possibilities for business users are enormous • …if they have the SharePoint Enterprise CAL • Self Service in SharePoint, now available for Performance Management • See PowerPivot for Excel 2010 • By all means a useful reporting portal!

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