2 Advanced Dashboard Creation With Microsoft Office PerformancePoint Server 2007 Myles Matheson & Chris Du Toit Information Management Practice HP New Zealand Session Code:
3 Agenda PerformancePoint Architecture Walkthrough a Dashboard Demo Creating the Dashboard. Hooking it all together
4 END USER TOOLS & PERFORMANCE MANAGEMENT APPS Excel PerformancePoint Server BI PLATFORM SQL Server Reporting Services SQL Server Analysis Services SQL Server DBMS SQL Server Integration Services SharePoint Server DELIVERY ReportsDashboardsExcelWorkbooksAnalyticViewsScorecardsPlans Integrated End-to-End BI Offering
PerformancePoint Architecture Business Modeler Analysis Services Cube Dashboard Designer SharePoint Web Parts Excel Addin Monitoring SharePoint Site Monitoring Server Web Site Planning Server Web Site Processing Server Web Site Planning Server Administration Site Monitoring Database Planning Databases Clients Middle Tier Data Tier
6 PerformancePoint Dashboards Overview
7 Analytics
8 Dashboard Items Scorecards Analytic Charts/Grids Excel Services Views SSRS Reports
9 Analytic Charts/Grids Created via Analytic View Designer or MDX MDX Views leverage > notation AVD views make hierarchies on series/bottom axis/background available for filter mapping MDX queries have no navigation options
10 Filters OLAP Filters MDX Query Member Selection No dynamic member selection Named Sets Tabular Filters Use with tabular data sources Excel Services SQL Excel SharePoint lists
11 Reporting Dashboards and Filtering
12 Advanced Scorecard Topics Properties Weighting Show Details
13 Properties Added to KPIs, can be shown in scorecards or passed from scorecards to other views
14 Weighting Apply to KPIs Right click Properties Uses 1 as a basis Affects objective status
15 Show Details For SSAS KPIs, you can enable show details Requires calculation column on KPI be set to “Source data”
16 Passing Scorecard Context Pass KPI Properties Useful for passing Measure Requires MDX for measure
17 KPIs and Scorecards
18 Excel Services Report Views Excel Services content can be used Excel Services parameters can be mapped to dashboard filters Requires naming the filter cell Naming objects is useful Excel Services can also be used as a data source
19 Excel Services Demo
20 SSRS Reports SSRS reports can be included Dashboard filters can map to SSRS parameters Pass MemberUniqueName for OLAP reports Dependent on hierarchies matching Pass DisplayName for Relational reports Passes NT credentials of user regardless of security model used for Monitoring server
21 SSRS Reports
22 Leveraging RS and Excel
23 Overview of the Session Proclarity for Analytics Types of reports and report filters KPI and Scorecards Calculation Target Sources Roll up Scorecard Context Filtering considerations Reporting Services, Excel Services and any web report
24 Calls To Action 1. Visit the Office PerformancePoint Server 2007 site! 2. Visit the TechCenter site! nt/default.aspx 3. Subscribe to PerformancePoint Team Blog!
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26 Guides And Downloads Technical portals Office Developer Portal PerformancePoint Server TechCenter Technical guides Planning Server Business Rules Development Guide Monitoring SDK guides
27 Product Information What is Microsoft Office PerformancePoint Server 2007: Interactive product demo: Features: Top 10 benefits: Case studies: News and reviews: System requirements: Licensing: More at:
28 Downloads, Sample Data, Tools PerformancePoint Server 2007 Evaluation Version (x86) B23420&displaylang=en PerformancePoint Server 2007 Evaluation Version (x64) B8DB40&displaylang=en PerformancePoint Server 2007 Sample: Monitoring Data 2FDF6DF9D898&displaylang=en PerformancePoint Server 2007 Sample: Planning Data 1F1EC692E78F&displaylang=en
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Related Content Hands-on Labs (BIN13-HOL Budgeting with Microsoft Office PerformancePoint ) Hands-on Labs (BIN06-HOL Microsoft Office PerformancePoint Server: Microsoft Excel Dashboards) Session(BIN402 Building and Deploying Advanced Microsoft Office PerformancePoint : Planning Applications)
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32 Microsoft Business Intelligence Resources BI Conference October 6-9, 2008 in Seattle, Washington Registration opens in June breakout sessions, 40 chalk talks, 20+ hands on labs More information at All Content and Information Product Training, Labs, Demos, White Papers, Webcasts and Product Demos Blogs and Communities Customer Evidence and Case Studies Business Intelligence Newsletter Published quarterly Subscribe:
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