Advanced Reporting Concepts Philip Yuen Program Manager Microsoft Office Project

Session Objectives Reporting beyond Portfolio Analyzer Reporting needs and solutions Advanced Reporting Tools SQL Server Reporting Services BI Scorecard

Customer Reporting Needs RequirementSolution Scheduled Reports Dashboards Drilldown Analysis SQL Reporting BI Scorecards Portfolio Analyzer

ProjectReportingTables ProjectTransactionalTables Portfolio Analyzer Cubes Reporting Services Business Scorecards Analysis Services Reporting Platform

Bridge Executive and Project Manager Disconnect SQL Server Reporting Services

SQL Reporting Services Create traditional and interactive reports Integrated with SharePoint, Office applications, browser and other familiar tools Create single report from multiple data sources

SQL Report Lifecycle Authoring Create single reports from multiple data sources Management Reports on-demand or via schedule Delivery Choose from multiple formats (HTML, PDF)

SQL Server Catalog Report Server XML Web Service Interface Report Processing Delivery Delivery Targets ( , SharePoint, Custom) Rendering Output Formats (HTML, Excel, PDF, Custom) Security Security Services (NT, Passport, Custom) Office Custom Application Browser SQL Reporting Architecture ProjectServer Project OLAP Cubes Data Processing

SQL Reporting Solution Create a Project Summary report Author report in Visual Studio.Net View tables and OLAP cubes as data sources Schedule and subscribe to report

SQL Server Reporting Philip Yuen Program Manager Microsoft Project

Communicate and Align with Strategic Objectives Microsoft Office BI Scorecards

BI Scorecard Create Dashboards in SharePoint Integrate with Project Server Measure, monitor and manage performance View key metrics for an organization Track performance against goal

Scorecard technology All Scorecard meta data is stored in SQL Server SQL Server and Analysis Services provide a rich analytical platform Combine data from multiple sources for your scorecards Can link to Reporting Services reports

Scorecards: Solution Architecture UI for entering your scorecard data UI for entering your scorecard data Web Service Web Service ScorecardBuilder Data entry interface for manually entered targets Data entry interface for manually entered targets DataEntry Scorecard Engine Understands your BSC data Builds the scorecard UI for building your strategy maps UI for building your strategy maps Visio Visio Strategy Map Builder Define KPI mappings and data sources Define KPI mappings and data sources DataSources ScorecardDB Captures information about your scorecard SQL Server SourceSystems Scorecard Cubes Scorecard cube(s) Recommended SSABI-based, customizable

Project Scorecard solution Define objective and KPI Connect to Extended Portfolio Analyzer cube Add webpart to Project provisioned SharePoint sites

BI Scorecard Philip Yuen Program Manager Microsoft Project

Summary Build on Project Server reporting platform Integrate with Microsoft BI tools for Advanced reporting needs

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