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SharePoint 2010 Insights 03 – What's New in SharePoint 2010 PerformancePoint Services

SharePoint 2010 Insights 03 – What's New in SharePoint 2010 PerformancePoint Services. SQL10R2UPD03-DECK-03 [Presenter Name] [Presenter Title ] [ Company Name]. Module Overview. Introducing SharePoint 2010 Insights What’s New in SharePoint 2010 Excel Services

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SharePoint 2010 Insights 03 – What's New in SharePoint 2010 PerformancePoint Services

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  1. SharePoint 2010 Insights03 – What's New in SharePoint 2010 PerformancePoint Services SQL10R2UPD03-DECK-03 [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 SharePoint 2010 PerformancePoint Services • Introducing PPS 2010 Elements • Exploring PPS 2010 Features • Demo: Exploring a Published PPS Dashboard

  4. Introducing SharePoint 2010 PerformancePoint Services • What Is PerformancePoint Services? • Who Is the PPS Audience? • What Are the Developer Opportunities?

  5. What Is PerformancePoint Services? • PerformancePoint Services (PPS) 2010 is the next-generation Performance Management (PM) application from Microsoft • Delivered as a SharePoint 2010 service application • Provides rich KPI and scorecard definitions • Delivers interactive dashboard capabilities in a zero-footprint Web browser • A migration path from PPS 2007 is supported PerformancePoint Services is commonly referred to as PPS

  6. What Is PerformancePoint Services?Product Evolution Fall 2006 March 2007 ProClarity Analytics 6.2 ProClarity Analytics 6.3 ProClarity is not yet fully integrated Business Scorecard Manager 2005 PerformancePoint Server 2007 PerformancePoint Services 2010 Fall 2005 September 2007 April 2010

  7. Who Is the PPS Audience? • IT professionals • Install and configure PPS • Develop, secure, and manage business data sources • Power users (and developers) • Develop reports • Develop PPS items • Publish dashboards • Secure cataloged PPS content and deploy dashboards to SharePoint • Information workers • Browse and interact with published PPS dashboards in SharePoint

  8. What Are the Developer Opportunities? • Using the SharePoint Server 2010 SDK, developers can extend the native functionality of PPS • Create report, filter, and tabular data source extensions • Custom extensions typically include three components: • Server-side renderer or provider • Editor application • Extension metadata • Create scorecard transforms • Transforms change the appearance, contents, or functionality of scorecards • Before querying the data source • After querying the data source • Before rendering the scorecard in the Web Part • Create custom Web Parts • Create custom Web Parts that can send data to or receive data from PPS Web Parts

  9. Agenda • Introducing SharePoint 2010 PerformancePoint Services • Introducing PPS 2010 Elements • Exploring PPS 2010 Features • Demo: Exploring a Published PPS Dashboard

  10. Introducing PPS 2010 Elements • PPS Elements • PPS Element Relationships

  11. PPS Elements • Data Source • Key Performance Indicator (KPI) • Indicator • Scorecard • Report • Filter • Dashboard New

  12. PPS Element Relationships Comprehensive definitions of these elements will be introduced in the following two topics

  13. Agenda • Introducing SharePoint 2010 PerformancePoint Services • Introducing PPS 2010 Elements • Exploring PPS 2010 Features • Demo: Exploring a Published PPS Dashboard

  14. Exploring PPS 2010 Features • New Features • Enhanced Existing Features • Deprecated Features

  15. New Features • SharePoint integration • New reporting experiences: • Decomposition tree • Pie charts • KPI Details report • Filter element

  16. New FeaturesSharePoint Integration • PerformancePoint Services is now a service application hosted within SharePoint • Benefits of the architectural change include • Easier deployment, scaling, and administration • PowerShell Management Scripting • SharePoint Lists and Libraries are the element repositories • Single security model • Backup and restore • Integration between PPS filters and standard Web Parts • Delivery to more client browsers and operating systems • IE 7 or greater, Firefox 3.5, Safari 3.5 (Mac only)

  17. New FeaturesDecomposition Tree • An interactive arrangement of bar charts that allows the exploration of contribution relationships • Provides an effective alternative to the “Drill Down To” feature in analytic reports • Available from: • Scorecard cells • Analytic Grid reports • Analytic Chart reports • Uses Silverlight • Is the only new ProClarityfeature to surface in thisrelease

  18. New FeaturesPie Charts • Implemented as a new Report Type for the analytic reports • Displays single and multiple pie charts • Maximum of 25 per page • Contextual information is available when hovering over the pie slices • Supports all Analytic Chart interactivity features Consider carefully whether pie charts will provide the most effective visualization of your data; bar charts often will better convey the meaning in your data.

  19. New FeaturesKPI Details Report • Displays information about a scorecard cell • KPI name, description, properties • Applied filters • Actual and target values • Calculation method • Banding method • Indicators, bands, and thresholds • Custom properties

  20. New FeaturesFilter Element • The filter is now a first-class PPS element • May be reused across multiple dashboards • Compatible with SharePoint filters • Time Intelligence filters are now supported for multiple data sources

  21. Enhanced Existing Features • Data Sources • KPIs • Scorecards • Analytic Charts and Grids • Time Intelligence Formulas

  22. Enhanced Existing FeaturesData Sources • Per data source authentication configuration • Unattended Service Account • Unattended Service Account and Add Authenticated User in the Connection String (Analysis Services only) • Per User Identity • Per User Identity is supported only when Kerberos delegation has been configured or if SharePoint claims- based authentication is employed • Formatting Dimension (Analysis Services only) • Requires that the cube developer has defined a formatting dimension

  23. Enhanced Existing FeaturesKPIs • Multiple Actual metrics • Target metrics have a Compare To property • Metric data mappings • Can clone existing KPI metrics • Can be based on formula comprising multiple data mappings • Samples and template are provided as guides • Can be filtered by a Time Intelligence formula • Target threshold indicators can be sourced from built-in indicators • Cube formatting applied to KPI metrics • Number Format must be set to Default

  24. Enhanced Existing FeaturesScorecards • Dynamic hierarchies with navigation • Drill down and drill up • Dynamic members selection • Children, descendants • New target metric display settings • Calculated Metrics, Variance • KPIs on columns • New Time Intelligence formula support • Improved sorting and filtering • Improved designer • Decomposition tree analysis

  25. Enhanced Existing FeaturesAnalytic Charts and Grids

  26. Enhanced Existing FeaturesTime Intelligence Formulas • Two new function families • <PeriodName>ToDate • Full<PeriodName> • For example: • YearToDate • QuarterToDate • Year.FullMonth

  27. Deprecated Features • 32-bit architecture • Element permissions • SQL Server PPSMonitoring database • Support for Analysis Services 2000 • ODBC data sources • Office Web Components reports: • PivotTables • PivotCharts • Trend Chart • Excel spreadsheets • ASP.NET Dashboard Preview Site

  28. What's New in SharePoint 2010 PerformancePoint Services SQL10R2UPD03-DEMO-03 Demo

  29. Resources • PerformancePoint Services Product Team Blog • http://blogs.msdn.com/performancepoint • What’s New for PerformancePoint Services • http://technet.microsoft.com/en-us/library/ee661741(office.14).aspx • Development Scenarios with PerformancePoint Services • http://msdn.microsoft.com/en-us/library/ee559635(office.14).aspx • Nick Barclay’s Blog • http://nickbarclay.blogspot.com

  30. © 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.

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