SharePoint 2010 Insights 05 – Developing Reports and Dashboards with SharePoint 2010 PerformancePoint Services

1. SharePoint 2010 Insights05 – Developing Reports and Dashboards with SharePoint 2010 PerformancePoint Services SQL10R2UPD03-DECK-05 [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 • Developing Filters • Developing Reports • Developing Dashboards • Demo: Developing Reports and Dashboards with SharePoint 2010 PerformancePoint Services • Lab: Developing Reports and Dashboards with SharePoint 2010 PerformancePoint Services

4. Developing Filters • Filter Element • Filter Configuration

5. Filter Element New • 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 include: • Display methods include: • List, Tree, Multi-Select Tree, Calendar Control

6. Filter Configuration • Custom Table • Based on Tabular data sources only • Parent-child hierarchies can also be produced • MDX Query • Based on Analysis Services data sources only • Any valid MDX can be used to produce a dynamic set • Member Selection • Can be based on any type of Data Source • Membership is based on a static selection of members • A default member can be specified • Named Set • Based on Analysis Services data sources only • Based on a named set in the cube

7. Filter ConfigurationContinued • Time Intelligence (TI) • Can be based only on Data Sources that have their Time properties configured • Time formulas are used to create the TI members • The following example defines a YTD member: • Time Intelligence Connection Formula • Can be based only on Data Sources that have their Time properties configured • Unlike the other filters, this filter can only present a Calendar control • The selected date is used to determine current date used by TI formulas Year.FirstMonth : Month

8. Agenda • Developing Filters • Developing Reports • Developing Dashboards • Demo: Developing Reports and Dashboards with SharePoint 2010 PerformancePoint Services • Lab: Developing Reports and Dashboards with SharePoint 2010 PerformancePoint Services

9. Developing Reports • Report Element • Report Configuration

10. Report Element • Presents a report • Report types include:

11. Report Configuration • Analytic Chart • Analytic Grid • Excel Services • KPI Details • ProClarity Analytics Server Page • Reporting Services • Strategy Map • Web Page

12. Analytic Chart and Analytic Grid • The Analytic Chart and Analytic Grid are related types • The Analytic Chart presents data visualized using: • Bar Chart, Stacked Bar Chart, 100% Stacked Bar Chart • Line Chart, Line Chart with Markers • Pie Chart • The Analytic Grid presents a grid of members and measures • The design choice determines the initial view • Users can change the report type • Only supported for Analysis Services data sources • Based on ProClarity New

13. Analytic Chart and Analytic GridConfiguring Reports • Use the Details pane to design the analytic report • Drag cube measures, hierarchies, and named sets to the drop zones • For Analytic Chart • For Analytic Grid • In Dashboards, hierarchies can receive Filter and Scorecard values

14. Analytic Chart and Analytic GridConfiguring Reports (Continued) • Hierarchies may be filtered by: • Explicit member selection • Dynamic expressions

15. Analytic Chart and Analytic GridConfiguring Reports (Continued) • Use the Edit tab to: • Format font, background color, numeric format • Specify the initial sort order • Ascending, Descending, None • Specify filter • Value and Top N • Empty rows and columns • Modify report type • Configure layout/legend • Configure report settings • Maximum characters for column and row labels • Show Information Bar • Show data source formatting New New New

16. Analytic Chart and Analytic GridThe User Experience • 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 New New New

17. Excel Services • Uses Excel Web Access to present an Excel workbook or item • Configure: • SharePoint site • Document library • Excel workbook • Item name • Parameter values • In Dashboards, Excel parameters can receive Filter and Scorecard values

18. KPI Details New • Presents contextual information about the selected cell of a scorecard • Configuration is an easy process of selecting required details to present • In Dashboards, the report can only receive the Scorecard cell context

19. Reporting Services • Renders a report from Reporting Services • Configure: • Server mode • Supports both Native and SharePoint Integrated mode • Report path • Show: • Toolbar, Parameters pane, Document Map • Zoom • Rendering format • Report parameters • In Dashboards, report parameters can receive Filter and Scorecard values • Includes a Report Preview feature PerformancePoint Services refers to Native mode as Report Center

20. ProClarity Analytics Server Page • Renders a report from ProClarity Analytics Server • Configure: • Server URL • Page • Configuration options: • Disable decomposition tree • Disable drill to detail • Disable decomposition tree and drill to detail • All interaction disabled • In Dashboards, pages can receive Filter and Scorecard values Decomposition trees are now natively supported in Scorecards and Analytic Reports New

21. Strategy Map • Depicts relationships and dependencies between objectives, goals, and KPIs by mapping shapes in a Visio diagram to KPIs • Requires that Visio is installed on the developer’s machines • In Dashboards, maps can receive Scorecard values

22. Web Page • Retrieves a Web page • Provides the greatest developer flexibility • The Web page can: • Perform a redirect to another resource • Produce any HTML response and include user interaction • Configuration requires only a URL • In Dashboards, pages can receive Filter and Scorecard values • Values are appended to the URL query string

23. Agenda • Developing Filters • Developing Reports • Developing Dashboards • Demo: Developing Reports and Dashboards with SharePoint 2010 PerformancePoint Services • Lab: Developing Reports and Dashboards with SharePoint 2010 PerformancePoint Services

24. Developing Dashboards • Dashboard Element • Dashboard Configuration • Dashboard Deployment • Dashboard User Experience

25. 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

26. Dashboard Configuration • Dashboard pages consist of zones • Zones can be configured: • Name • Size • Orientation • Horizontal, Vertical, Stacked • Filters, Scorecards, and Reports are added to the zones • Connections and display conditions are configured between the items • Each page, when deployed, will produce a Web Part page in SharePoint

27. Dashboard ConfigurationConnection Fundamentals • Filters send values • Scorecards receive and send values • Reports receive values • Different items have different values to send

28. Dashboard ConfigurationConnection Configuration • To create a connection, configure: • From/To items • Connection endpoints • Value to pass • Values can be intercepted and transformed by a formula

29. Dashboard Deployment • Dashboards are deployed to SharePoint libraries using the Workspace Browser • Specify: • SharePoint library • Master Page • Whether to include links for navigation between dashboard pages • Each Dashboard creates a folder • Each Dashboard page is produced as a Web Part page within the folder • By default, the Dashboard opens in a Web browser

30. Dashboard User Experience • Users can: • Navigate between the pages of the Dashboard • Select filter values • Interact with each scorecard and report: • Edit the Web Part • Open in a new window • Reset to the original view • Export to PowerPoint or Excel Pages

31. Developing Reports and Dashboards with SharePoint 2010 PerformancePoint Services SQL10R2UPD03-DEMO-05 Demo

32. Developing Reports and Dashboards with SharePoint 2010 PerformancePoint Services SQL10R2UPD03-HOL-02 Lab

33. Resources • PerformancePoint Services Product Team Blog • http://blogs.msdn.com/performancepoint • Nick Barclay’s Blog • http://nickbarclay.blogspot.com

34. © 2010 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.