Advanced Dashboard Creation with PerformancePoint Services 2010 Steve Handy, Ali Kazazi

Agenda Introduction to SharePoint and Microsoft BI Review of a PerformancePoint dashboard solution How to create custom indicators and KPIs Creating a great scorecard Creating an interactive dashboard Working with multiple data sources Adding PerformancePoint Web parts to a Web part page Editing a strategy map

Microsoft Business Intelligence Get more out of products you already own Business User Experience Familiar User Experience Self-Service access & insight Data exploration & analysis Predictive analysis Data visualization Contextual visualization Business Collaboration Platform Dashboards & Scorecards Excel Services Web based forms & workflow Collaboration Search Content Management LOB data integration Business Collaboration Platform Data Infrastructure and BI Platform Analysis Services Reporting Services Integration Services Master Data Services Data Mining Data Warehousing Point of the Slide: To show a bit more detail on how we think of the BI architecture in 3 main layers. Flow of the Slide: A trusted BI platform is critical for a business intelligence solution to work today. If we’re going to achieve the promise of BI, we need to have the confidence and trust in the data, we need to know where it came from, and that it is both timely and reliable for us to use to make a decision. That’s where the power of an integrated BI platform like SQL Server comes into play. Once you have the data ready to use, the middle tier comes into play, where business users actually interact with the data and turn it into something that is useful to them to make the right decision. The numbers that we pull from other systems are just that—we need applications and content to turn them into actionable items—and that’s where the middle tier comes into play. Finally, we need the right tools and applications to ensure that we can use that data in the way we want to in order to make our decisions. Applications and tools that range from personal, to team, to organizational and corporate tools, all with a familiar look and feel, all integrated and working with my Operating system, email, Internet search function. And this is what the power of integration through Microsoft Office brings you. From the Office productivity tools like Excel, through to the team and collaboration tools of SharePoint. By integrating BI seamlessly into a broader business productivity suite that includes search, collaboration, unified communications, and content management, we offer the end user a much richer experience. Soundbite: With other BI solutions, you need 3-4-6-10 different products, footprints, and integration points. In our BI solution, we look three main layers of data and information that you need—all within the Office and SQL Server families: The data infrastructure and BI platform; the middle tier, where the business user comes into play, and the individual layer—where you and I use the data to make decisions. Data Infrastructure & BI Platform

PerformancePoint Dashboards

Demo - The Basics of Advanced Dashboards How to create custom indicators The power of calculated KPI metrics Creating and formatting scorecards Assembling an interactive dashboard

What we learned so far… How to create custom indicators The power of calculated KPI metrics Creating and formatting scorecards Assembling an interactive dashboard

Demo - From Scorecard to “BI Application” Working with multiple data sources Using PerformancePoint Web parts in SharePoint Understanding Strategy Maps

What we learned so far… How to create custom indicators The power of calculated KPI metrics Creating and formatting scorecards Assembling an interactive dashboard Working with multiple data sources Working with PerformancePoint Web parts in SharePoint Working with Strategy Maps

More Information PerformancePoint Services is included in the Enterprise version of SharePoint 2010 Administrators need to activate it PerformancePoint team blog http://blogs.msdn.com/performancepoint/ Email your questions to PPSTalk@microsoft.com

Questions… Steve Handy stehan@microsoft.com Ali Kazazi alikaz@microsoft.com

Complete the Evaluation Form & Win! You could win a Dell Mini Netbook – every day – just for handing in your completed form! Each session form is another chance to win! Pick up your Evaluation Form: Within each presentation room At the PASS Booth near registration area Drop off your completed Form: Near the exit of each presentation room Sponsored by Dell

for attending this session and the 2009 PASS Summit in Seattle Thank you for attending this session and the 2009 PASS Summit in Seattle

Microsoft Technical Learning Center Located in the Expo Hall Visit the Microsoft Technical Learning Center Located in the Expo Hall Microsoft Ask the Experts Lounge Microsoft Chalk Talk Theater Presentations Microsoft Partner Village