SharePoint 2010 Business Intelligence Module 11: Performance Point

Overview Performance Point

Lesson: Performance Point Introduction Business Benefits Scorecards Time Intelligence Complex KPIs Aggregation Migration

Introduction Performance Point is an organizational performance monitoring, analyzing and planning tool Use to be a separate product but is now including as part of SharePoint 2010 Performance Point 2010 is made up of:  Service Application  Performance Point Application and basic Web Parts Requires the SharePoint Enterprise SKU One click deployment of Dashboard/Scorecards

Business Benefits Provides Interactive Dimensional Views into Data  Rich drill down/through Silverlight web parts Increase Individual and Organizational Productivity  Rich controls and features never before seen in SharePoint or previous Performance Point versions Supports Efficient Business Decisions through Trending Analysis  Time Intelligence provides many wizards for analyzing data based on time

Scorecards Scorecards are supercharged Dashboards  Dynamic hierarchies with navigation  Drill Down and Drill Up  Dynamic Selections, such as Children and Descendants  KPIs on Columns  Multiple Actual Values  New Time Intelligence Formula Support  Variance  Calculated Metrics

Scorecard Aggregation points Bringing things together  Content and Data Content  Spreadsheets, Diagrams, PP Reports, RS Reports, Excel services, etc Data  Spreadsheets, Lists, Data Warehouse, external data sources

Time Intelligence A majority of data is relative to some time variable Time Intelligence involves:  Dissect historic performance  Calculating Year over Year metrics  Analyzing Year to Date performance Flexible Formulas  To Date function allow performance YTD and create seasonal adjusted metrics

Complex KPIs SharePoint OOB KPIs are limited to single values from a single data source  Analysis Service MDX queries got very complex Performance Point provides supercharged KPIs  Can use multiple data sources in the same formula  Can use different data source types in the same formula  Is expressed in simple Excel-like formulas  Supports logic flow Master Detail displays  Show KPI detail in Excel Services linked control

Metrics features Calculated metrics  Calculated KPIs  Create KPIs that join data across multiple data sources to generate the metric Variance metrics  KPIs can have automatic variance calculations displayed for the configured values Decomposition Tree  Feature from the ProClarity acquisition  Keeps top data at the top as you analysis other parts of a dashboard

Migration If you used 2007 Performance Point, you will have a migration path to 2010 Performance Point Services  Dashboard and Scorecards can be imported Done by the Central Admin console  Performance Point Service Application admin page

Lab 1: Performance Point Performance Point

Review Your instructor will ask a series of questions on this module

Summary Performance Point further enhances the BI concepts that come out of the box with SharePoint Scorecards are supercharged dashboards Performance Point KPIs are several levels more advanced than SharePoint basic KPIs Time Intelligence tools allow you to dissect time based data easier and faster than ever!