Meinrad Weiss Principal Consultant Trivadis AG

2 Core technologies Microsoft, Oracle, IBM, Open Source Core systems Individual applications (SCM, ERP, CRM) Business Intelligence Business Communication Application Performance Management Application Development Managed Services Security Training

Currently 12 locations with over 500 employees Baden, Basel, Bern, Lausanne, Zurich Düsseldorf, Frankfurt, Freiburg, Hamburg, Munich, Stuttgart Vienna Financially independent and sustainably profitable Key figures in 2007 Consolidated income: CHF 98 million / EUR 60 million Over 1‘500 projects with more than 600 clients Over 125 Service Level Agreements About 5'000 training participants per year Research budget: CHF 6 million / EUR 3.6 million

Performance Point Server Monitoring Fundamentals What is a Dashboard SharePoint (WSS and MOSS) PerformancePoint Server (PPS) Architecture Data Source Key Performance Indicator Report View Dashboard Filter Score Card Outlook SQL Server 2008 PPS VNext

List of standard Reports Output of a Report SharePoint KPI‘s Document Library Excel HTML View Filtering

„Driving Seat“ ScoreCard with KPI‘s Report Views

Windows Server 2003 Windows SharePoint Services (WSS) PerformancePoint Server (PPS) Monitoring Microsoft Office SharePoint Server (MOSS)

What happened? Reporting Reporting Why did it happen? Analytics Analytics What is happening? Scorecards, Dashboards What is happening? Scorecards, Dashboards What will happen? Planning, Budgeting, Forecasting Forecasting

BI PLATFORM SQL Server Reporting Services SQL Server Analysis Services SQL Server DBMS SQL Server Integration Services SharePoint Server DELIVERY ReportsDashboardsExcelWorkbooksAnalyticViewsScorecardsPlans END USER TOOLS AND PERFORMANCE MANAGEMENT APPS Excel PerformancePoint Server

Performance Point Server Monitoring Architecture Data Source Key Performance Indicator Report View Dashboard Filter Score Card Outlook SQL Server 2008 PPS VNext Fundamentals What is a Dashboard SharePoint (WSS and MOSS) PerformancePoint Server (PPS)

Scorecard Metadata DB (SQL Server) Data Warehouse (SQL Server) OLAP Cubes (Analysis Services) SharePoint or ODBC Scorecard SharePoint Experience Users Designer Analyst ScoreCard Application

Familiar Microsoft Office 2007 look and feel Fast Time to Delivery and Ease of Administration Designed for collaboration and reuse Offline capabilities Built-in templates and wizards allow user to quickly build and share dashboards and scorecards

Scorecards Key Performance Indicators Multiple Data Sources Report Views Analytic Charts and Grids Strategy Maps

Show actual value, target, status and trend Combine disparate data sources in a single KPI Value from SSAS, targets from Excel Objectives – roll-up one or more KPIs into a single, normalized score Weighted or non-weighted Multiple targets Custom status indicators Custom KPI attributes High-to-low, low-to-high, or centered banding Flexible “building blocks” for measuring performance against plan

Nested KPIs and Objectives Integrated strategy maps, cause-and-effect diagrams Interactive, collaborative scorecards Filter by Score Expand / collapse Associate KPIs with specific report views Cell annotations Custom properties, columns Organize, roll-up, and score your KPIs for an all-up view of corporate performance.

KPIs with slice-and-dice capabilities (Analysis Services) KPIs from tabular data sources Combine multi-dimensional and tabular data on a single scorecard Data Source Connectivity Excel/ Excel Services SharePoint Lists SQL Server Analysis Services ODBC Extensible Access and combine data from a variety of resources bringing rapid visibility of corporate performance against plan to all users.

Dasboard Engine knows Time Structure Works for OLAP and Tabular Data Time Intelligence Filter

Interactive, visual displays of performance data Combination of Scorecard and Report View(s) Parameterized using filters Integrated with SharePoint Customized using SharePoint Master Pages Easily deliver aggregated, interactive views of your performance metrics and data to all your stakeholders and decision makers.

Filters for pages, zones, or individual items Fixed value list Dynamic list based on MDX queries Designate display and return columns Default values Explore and compare performance across views and reports by choosing items from filter lists.

100% Thin client architecture based on ASP.Net and Ajax technology Drill to detail, Drill up/down, Cross drill Smart column header and label shortening Attributes displayed as part of the grid Customizable grid formatting with CSS Tooltips with full header label Export values to Excel

Drag and drop hierarchies Navigate through hierarchies Preview view Add filters MDX editor mode Design Analysis Services 2005 queries using navigation, query layout, and member selection.

Forecast data using scorecards and KPIs Set number of periods to forecast Set data mining algorithm parameters Requires OWC  Forecast values using the historical performance of scorecard data. Use SQL Server data mining algorithms to generate projections

Export scorecards, analytic charts/grids and strategy maps directly from dashboards to Excel, PowerPoint 2007 Not very nice implemented

Tight integration of Excel 2007 workbooks, ProClarity Views and SharePoint Libraries via Report Views Microsoft Office SharePoint Server (MOSS) ProClarity Analytics Server (PAS) 360° View Additional Context of ScoreCard

If possible KPI’s should be defined in Analysis Services Cubes MDX support KPI’s can be displayed in “all” other tools. “Single point of truth” Define KPIVisualize KPI ProClarity PPS Monitoring Excel 2007 SQL Server 2005 Reporting Services Analysis Services User Tool with Wizard support SharePoint Support for non Cube data

Leaf KPI‘s

Non Leaf KPI‘s

Rollup using Scoring Objectives

Make uncomparable things comparable Raw = 80 % Normalized = 75 % Actual = 4 Target = 5

WSS Dash- board Reporting Services Reports Excel Grid, Chart KPI List PPS Dash- board Score Card with KPI’s ProClarity (Win Client + PAS Srv) Analytic Grid, Chart (MDX) PPS XXXX WSS XX MOSS XX

Performance Point Server Monitoring Architecture Data Source Key Performance Indicator Report View Dashboard Filter Score Card Outlook SQL Server 2008 PPS VNext Fundamentals What is a Dashboard SharePoint (WSS and MOSS) PerformancePoint Server (PPS)

More scalable reporting engine Deployment agnostic of Microsoft ® Internet Information Services (IIS) Word rendering More flexible report layout Enhanced data visualization (Dundas Controls) New “Report Desiger” No need to use VS anymore Will come some time after RTM

ProClarity Analytics 6.2 ProClarity Analytics 6.3 Business Scorecard Manager 2005 PerformancePoint Server 2007 (v1) PerformancePoint Server v2 Available TodayMarch 2007 Nov 2007 Office 14

Microsoft is a leading player in the BI space Performance Point Server offers a very flexible platform for building ScoreCarding and Dashboard Applications Analysts like Gartner discovered the potential

Trivadis TechnoCircle SQL Server 2008: Was ist neu und relevant für DBA’s und IT Professionals Die essentiellen Neuerungen für Entwickler Das Herz einer modernen Business Intelligence Plattform Next Generation Data Centric Applications with Visual Studio 2008 and SQL Server 2008 Mit Buchtaufe von Christian Nagel Demo an unserem Stand WPF goes Windows Trivadis Framework Datenbanksetup “Best Practices” und “SharePoints Umsetzung ” Wettbewerb und Gutschein

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