1. Northrop Grumman Corp Enterprise Project Management
Microsoft Project Server 2010
BI Center Reports & Dashboards
Developer Training
Composed by Wayne Walker
December 2016
Add <Client> name.

2. Course Outline Module 1 Introduction to the Training
Module 2 Office Data Connection Concepts
Module 3 Working with Office Data Connections
Module 4 Excel Services Concepts
Module 5 Working with Excel Services
Module 6 SQL Server Reporting Services Concepts
Module 7 Working with SQL Server Reporting Services
Module 8 PerformancePoint Concepts
Module 9 Intro to PerformancePoint Dashboard Designer
Module 10 Working with PerformancePoint Charts
Module 11 Compose PerformancePoint Reports
Module 12 Create PerformancePoint Dashboards

3. Module 1 Module 1 Introduction to the Training
Topic 1.1 – Logistics - Class Goals & Guidelines
Topic 2.1 – BI Center Administration Concepts
Topic 3.1 – Course Material Outline
Module 2 Office Data Connection Concepts
Module 3 Working with Office Data Connections
Module 4 Excel Services Concepts
Module 5 Working with Excel Services
Module 6 SQL Server Reporting Services Concepts
Module 7 Working with SQL Server Reporting Services
Module 8 PerformancePoint Concepts
Module 9 Intro to PerformancePoint Dashboard Designer
Module 10 Working with PerformancePoint Charts
Module 11 Compose PerformancePoint Reports
Module 12 Create PerformancePoint Dashboards

4. Introduction to the Training
Topic 1.1 – Logistics - Class Goals & Guidelines
Topic 1.2 – BI Center Administration Concepts
Topic 1.3 – Course Material Outline

5. Class Logistics Class Goals Class Guidelines
Minimize time impact upon employees
Cover all material within the allotted time
Provide sound Project Management related training that will aid with the integration of Project Server within the organization’s infrastructure
Have fun!
Class Guidelines
Facilitator will provide hands-on training
Rules of the road
Please be on time for training
A break each hour for 10 minutes (timely return requested)
Turn off (or make silent), cell phones and pagers during class time
For the sake of time, we will add all detailed questions to the “Parking Lot” to be addressed at a later time
Please do not use the system outside of the training plan
Note difference in environment “look and feel”.
NOTE: The screen images used in this course have been captured from a Windows 7 environment. Be sure to allow for differences in Menu/Dialog Box Selections when using other Operation System versions (e.g. Windows XP, Vista, etc…).

6. Introduction to the Training
Topic 1.1 – Logistics - Class Goals & Guidelines
Topic 1.2 – BI Center Administration Concepts
Topic 1.3 – Course Material Outline

7. BI Center Administration Concepts
The Project Server 2010 BI Center (Business Intelligence Center):
A repository for the storage of Reports
Report Management features
Display of Business Intelligence (Project Management Intelligence) Reports
Dashboards features

8. BI Center Administration Concepts
Mechanisms used to support analysis and monitoring of Project Management activities:
Reports
Dashboards
Charts
Grids
Scorecards
Key Performance Indicators (KPI’s)

9. BI Center Administration Concepts
Bundling of developed components into Dashboards for publishing to a SharePoint page.
Available report generation tools:
PerformancePoint Service Application
Visio Graphics Service
Word Automation Services
SQL Server Reporting Services (SSRS)

10. BI Center Administration Concepts
Training material will focus on the following tools:
Excel Services Application
Report Builder 3.0
PerformancePoint Service Application
Exercises will support actual tool usage

11. Introduction to the Training
Topic 1.1 – Logistics - Class Goals & Guidelines
Topic 1.2 – BI Center Administration Concepts
Topic 1.3 – Course Material Outline

12. Course Material Outline
Module 1 Introduction to the Training
Logistics - Goals & Guidelines
BI Center Administration Concepts
Course Material Outline
Module 2 Office Data Connection Concepts
Introduction to Office Data Connections
Office Data Connections Supporting Information
Office Data Connections Concepts Summary
Module 3 Working with Office Data Connections
Office Data Connections Exercises

13. Course Material Outline
Module 4 Excel Services Concepts
Introduction to Excel Services
Excel Services Supporting Information
Excel Services Concepts Summary
Module 5 Working with Excel Services
Excel Services Exercises
Module 6 SQL Server Reporting Services Concepts
Introduction to SQL Server Reporting Services
SQL Server Reporting Services Supporting Information
SQL Server Reporting Services Concepts Summary

14. Course Material Outline
Module 7 Working with SQL Server Reporting Services
SQL Server Reporting Services Exercises
Module 8 PerformancePoint Concepts
Introduction to PerformancePoint
PerformancePoint Supporting Information
PerformancePoint Concepts Summary
Module 9 Intro to PerformancePoint Dashboard Designer
PerformancePoint Designer Exercises
Module 10 Working with PerformancePoint Charts
PerformancePoint Charts Exercise

15. Course Material Outline
Module 11 Compose PerformancePoint Reports
Compose PerformancePoint Reports Exercise
Module 12 Create PerformancePoint Dashboards
Create PerformancePoint Dashboards Exercise

16. Module 2 Module 1 Introduction to the Training
Module 2 Office Data Connection Concepts
Topic 2.1 – Introduction to Office Data Connections
Topic 2.2 – Office Data Connections Supporting Information
Topic 2.3 – Office Data Connections Concepts Summary
Module 3 Working with Office Data Connections
Module 4 Excel Services Concepts
Module 5 Working with Excel Services
Module 6 SQL Server Reporting Services Concepts
Module 7 Working with SQL Server Reporting Services
Module 8 PerformancePoint Concepts
Module 9 Intro to PerformancePoint Dashboard Designer
Module 10 Working with PerformancePoint Charts
Module 11 Compose PerformancePoint Reports
Module 12 Create PerformancePoint Dashboards

17. Office Data Connection Concepts
Topic 2.1 – Introduction to Office Data Connections
Topic 2.2 – Office Data Connections Supporting Information
Topic 2.3 – Office Data Connections Concepts Summary

18. Introduction to Office Data Connections
Office Data Connections (ODC’s) are:
Provides the data needed to render reports with the appropriate information
Connection information for:
Server
Database
Datasets
Includes the ability to modify data returned
This Module provides foundation information on Office Data Connections

19. Office Data Connection Concepts
Topic 2.1 – Introduction to Office Data Connections
Topic 2.2 – Office Data Connections Supporting Information
Topic 2.3 – Office Data Connections Concepts Summary

20. ODC’s Supporting Information
Microsoft has provided the ability to do the following things related to data connectivity in Excel 2010:
Peruse a list of the connections that are used in your workbook
See where those connections are used
Change the properties of the connection
Store the connection files within the Excel Workbook
Store the connection files in a local folder
Store shared connection files in a SharePoint Data Connection Library

21. ODC’s Supporting Information
The definition of connection as it relates to Excel:
“The information needed to uniquely identify an external data source and to connect to that external data source, so that some or all of the external data can be imported into Excel 2010.”

22. ODC’s Supporting Information
A set of information that includes:
What type of connection this is (i.e. ODBC)
The Server Name (i.e. ServerName )
The Table Name (i.e. MyTable)
Optional parameters (i.e. Persist Security Info = True), etc…
This information s used by Excel to fetch data.

23. ODC’s Supporting Information
Workbook Connection:
Connection information that is stored inside an Excel Workbook
Connection File:
Connection information stored in separate file
Microsoft Office 2010 connection file extensions:
“.odc”
Stands for “Office Data Connection”

24. ODC’s Supporting Information
Project Server 2010 related Excel Services data sources types:
Relational: (Project Server Reporting Database)
Decisional: (14 Project Server Analysis Services OLAP Cubes)

25. ODC’s Supporting Information
Type selection criterion:
Relational:
Up-to-date data
Superset Analysis Services OLAP Cube Data
Good for cross Table/View relational data queries
Decisional:
Aggregation across dimension(s)
Efficient for reports on time phased data
Lends itself to drilldown reporting
Key Performance Indicators

26. ODC’s Supporting Information
Relational Data: Is stored in a set of four SQL Server databases:
ProjectServer_Archive
ProjectServer_Draft
ProjectServer_Published
ProjectServer_Reporting.
ProjectServer_Reporting Only Project Server database permitted by Microsoft to support reporting needs

27. ODC’s Supporting Information
Decisional Data: Maintained in Analysis Services based OLAP Cubes.
14 OLAP Cubes provided natively contain data extracted from the Project Server Reporting database
Extended calculations are available via MDX (Multi-Dimensional Expressions)

28. ODC’s Supporting Information
The Project Server 2010 Reporting database schema is available in the Project Server 2010 Software Developer Resource Kit available at:
Database Schema image displayed on followjg page:

29. ODC’s Supporting Information

30. ODC’s Supporting Information
Default Project Server 2010 Data Connection Files:
Simple Project List (SimpleProjectList)
Milestone due This Month (MilestonesDueThisMonth)
Resource Capacity (ResourceCapacity)
Timesheet Actuals (TimesheetActuals)
Deliverables (Deliverables)
Issues And Risks (IssuesAndRisks)
Rejected Project List (RejectedProjectsList)
Top Projects (TopProjects)
Workflow Chart (WorkflowChart)
Workflow Drill Down (WorkflowDrillDown)

31. Office Data Connection Concepts
Topic 2.1 – Introduction to Office Data Connections
Topic 2.2 – Office Data Connections Supporting Information
Topic 2.3 – Office Data Connections Concepts Summary

32. Office Data Connections Concepts Summary
Added complexity comes with the BI Center supporting Project Server 2010 reporting
Reports authors need to know conceptual information od Office Data Connection (ODC) functionality
‘Office Data Connections Concepts’ Module provides foundation supporting information
Exercise Module designed to put concepts into practice

33. ODC’s Supporting Information
Office Data Connections terms:
External Data Source: A separate database or data file
Connection Information: Info needed to connect to external data
Connection File: Standalone file containing Connection Information
Workbook Connection: Copy of Connection Information within an Excel workbook

34. Module 3 Module 1 Introduction to the Training
Module 2 Office Data Connection Concepts
Module 3 Working with Office Data Connections
Topic 3.1 – Office Data Connection Exercises
Module 4 Excel Services Concepts
Module 5 Working with Excel Services
Module 6 SQL Server Reporting Services Concepts
Module 7 Working with SQL Server Reporting Services
Module 8 PerformancePoint Concepts
Module 9 Intro to PerformancePoint Dashboard Designer
Module 10 Working with PerformancePoint Charts
Module 11 Compose PerformancePoint Reports
Module 12 Create PerformancePoint Dashboards

35. Working with Office Data Connections
Topic 3.1 – Office Data Connection Exercises

36. Office Data Connection Exercises
Refer to Training Workbook for detailed steps
Refer to Step by Step Brief Format document for instructions without the details
Refer to the Quick Reference document for abbreviated instructions

37. Module 4 Module 1 Introduction to the Training
Module 2 Office Data Connection Concepts
Module 3 Working with Office Data Connections
Module 4 Excel Services Concepts
Topic 4.1 – Introduction to Excel Services
Topic 4.2 – Excel Services Supporting Information
Topic 4.3 – Excel Services Concepts Summary
Module 5 Working with Excel Services
Module 6 SQL Server Reporting Services Concepts
Module 7 Working with SQL Server Reporting Services
Module 8 PerformancePoint Concepts
Module 9 Intro to PerformancePoint Dashboard Designer
Module 10 Working with PerformancePoint Charts
Module 11 Compose PerformancePoint Reports
Module 12 Create PerformancePoint Dashboards

38. Excel Services Concepts
Topic 4.1 – Introduction to Excel Services
Topic 4.2 – Excel Services Supporting Information
Topic 4.3 – Excel Services Concepts Summary

39. Introduction to Excel Services
Excel Services Application:
A “SharePoint Service Application” that supports the Excel Services Reporting functionality
In Module:
Introductory information
Concept information
How the Excel Services Application works

40. Excel Services Concepts
Topic 4.1 – Introduction to Excel Services
Topic 4.2 – Excel Services Supporting Information
Topic 4.3 – Excel Services Concepts Summary

41. Excel Services Supporting Information
Four Excel Services core components:
Excel Client:
The Microsoft Excel 2010 Client is used to author and publish new reports
Office Data Connections (ODC’s):
Store data connection information
Target Tables or Views
Supports SQL Queries
Supports Secure Store Target Application ID (For Data Connection Library shared ODC’s)

42. Excel Services Supporting Information
Provides rendering and interactivity support
Enables sharing of reports with others
Enables filtering of the data in a report dynamically
Secure Store Service:
A SharePoint Server service used to store credentials
Credentials stored in a Target Application Profile
Profiles help avoid authentication issues (double-hop)
Provides control access control to data for a given Target Application Profile

43. Excel Services Supporting Information
Client Side Elements:
Microsoft Excel 2010 for authoring the reports (Excel 2007 is possible with very much reduced functionality and requires Service Pack 1 or above)
Server Side Elements:
Excel Services
Secure Store Service
Excel Workbooks
Office Data Connections
SQL Server Reporting database
OLAP Cube database(s)

44. Excel Services Supporting Information
Client / Server Side Diagram

45. Excel Services Supporting Information
Allows for a variety of sharing scenarios:
Via a web interface using Excel Services
Data can be distributed via XLSX files:
Files can be static snapshots of the web view
Allows sharing broadly
Allows modification of data for own uses
Files can also remain data-connected
Allows the user to refresh the data as needed

46. Excel Services Supporting Information
Distinct reporting security (separate to PWA):
Report Viewers need not be PWA Users
BI Center uses the native SharePoint Security
PWA Administrator controls BI Center Security:
All PWA members have BI Center read-only access
SQL Security Group:
Used for Report Authors with DB_Reader access rights

47. Excel Services Supporting Information
Excel Services Security Model Diagram

48. Excel Services Supporting Information
Excel Services security model ensures:
Data Integrity
Data Quality
BI Center Administrator:
Centrally manages shared resources
Controls user access to corporate intellectual property contained in workbooks

49. Excel Services Supporting Information
Specified within Excel Services:
Trusted File Locations:
SharePoint Document Libraries
UNC Paths (Shared Network Paths)
HTTP Web sites
Must be explicitly trusted before Excel Calculation Services is allowed to access them
Excel Calculation Services opens workbooks that are stored in trusted file locations only

50. Excel Services Supporting Information
Trusted Data Providers:
External databases that Excel Calculation Services is explicitly configured to trust when processing data connections in workbooks
Excel Calculation Services processes a data connection only if connection is to a trusted data provider.
Trusted Data Connection Libraries:
SharePoint Document Libraries
Contain Office data connection (.odc) files
ODC’s used to centrally manage connections to external data sources
Can be configured to require ODC files for all data connections
Data connection libraries must be explicitly trusted

51. Excel Services Supporting Information
The list of the objects to configure and use in Project Server 2010 are:
Custom Fields and Lookup Tables
Departments
Business Intelligence (BI) Center
OLAP Database Management and Analysis Server Setup

52. Excel Services Supporting Information
The following features are configured and used in Excel Services in SharePoint Server 2010:
Secure Store Service and Service Application
PerformancePoint Services and Service Application
Excel Services and Service Application
Data Connections
Office Data Connection File (ODC)
Universal Data Connection File (UDC)

53. Excel Services Supporting Information
Project Server 2010 is shipped with:
Default Sample Reports
Report Templates
Office Data Connections
Preconfigured blank templates are provided that:
Are connected to the included ODC’s
Help users create new reports quickly
A blank template & accompanying ODC is created for each OLAP Cube
Both Sample Reports and Template can be used as starting points for reports

54. Excel Services Concepts
Topic 4.1 – Introduction to Excel Services
Topic 4.2 – Excel Services Supporting Information
Topic 4.3 – Excel Services Concepts Summary

55. Excel Services Concepts Summary
Advantages:
A lot of end-user familiarity with the functionality and features of the Microsoft Excel desktop client application
Collaboration:
Can Publish reports to the BI Center for viewing by targeted audiences
Complexity:
Concept knowledge around the functionality needed
Security:
Features to support delivery of reports to appropriate audiences
Purpose:
Excel Services Exercises Module will put concepts into practice

56. Module 5 Module 1 Introduction to the Training
Module 2 Office Data Connection Concepts
Module 3 Working with Office Data Connections
Module 4 Excel Services Concepts
Module 5 Working with Excel Services
Topic 5.1 – Excel Services Exercises
Module 6 SQL Server Reporting Services Concepts
Module 7 Working with SQL Server Reporting Services
Module 8 PerformancePoint Concepts
Module 9 Intro to PerformancePoint Dashboard Designer
Module 10 Working with PerformancePoint Charts
Module 11 Compose PerformancePoint Reports
Module 12 Create PerformancePoint Dashboards

57. Working with Excel Services
Topic 5.1 – Excel Services Exercises

58. Excel Services Exercises
Refer to Training Workbook for detailed steps
Refer to Step by Step Brief Format document for instructions without the details
Refer to the Quick Reference document for abbreviated instructions

59. Module 6 Module 1 Introduction to the Training
Module 2 Office Data Connection Concepts
Module 3 Working with Office Data Connections
Module 4 Excel Services Concepts
Module 5 Working with Excel Services
Module 6 SQL Server Reporting Services Concepts
Topic 6.1 – Introduction to SQL Server Reporting Services
Topic 6.2 – SQL Server Reporting Services Supporting Information
Topic 6.3 – SQL Server Reporting Services Concepts Summary
Module 7 Working with SQL Server Reporting Services
Module 8 PerformancePoint Concepts
Module 9 Intro to PerformancePoint Dashboard Designer
Module 10 Working with PerformancePoint Charts
Module 11 Compose PerformancePoint Reports
Module 12 Create PerformancePoint Dashboards

60. SQL Server Reporting Services Concepts
Topic 6.1 – Introduction to SQL Server Reporting Services
Topic 6.2 – SQL Server Reporting Services Supporting Information
Topic 6.3 – SQL Server Reporting Services Concepts Summary

61. Introduction to SQL Server Reporting Services
Used to generate advanced reporting solutions
Solutions can be distributed automatically on a scheduled basis
Typically considered the domain of specialist report developers
Usually requires advanced SQL Queries skills
Familiarity with development within the Microsoft Visual Studio specialized software development environment

62. Introduction to SQL Server Reporting Services
Report Builder 3.0
A tool targeted at end-user audiences
A tool that is somewhat intuitive, but still requires understanding of data connections and data needs
Can be leveraged to work with existing SSRS Reports developed in Microsoft Visual Studio
Initial base reports can be created and then transferred to Microsoft Visual Studio for advanced feature enhancements
A useful addition to the report creation toolkit, but requires what can be described as power users

63. SQL Server Reporting Services Concepts
Topic 6.1 – Introduction to SQL Server Reporting Services
Topic 6.2 – SQL Server Reporting Services Supporting Information
Topic 6.3 – SQL Server Reporting Services Concepts Summary

64. SSRS Supporting Information
Report Builder 3.0 Client:
Used to author and publish new reports
Designed to be used by end-users
Users don’t need advanced SQL Queries knowledge
Microsoft Visual Studio:
A specialist report developer tool
Requires a dedicated developer
Must be knowledgeable on SQL Queries
Knows the Project Server 2010 DB schema
Specialize in report development

65. SSRS Supporting Information
Shared Data Source:
A file with an ‘.rsds’ extension
Used to store the connection information
SSRS leverages to access the data used in reports
Queries used to target the data are not sored in the Shared Data Source (unlike ODC’s)
Being shared, can be used by multiple reports to access a target data source

66. SSRS Supporting Information
Report Model:
A file with an ‘.smdl’ extension
Contains metadata detailing data source and data relationships.
Metadata is in the form of the Semantic Model Definition Language (SMDL)
An XML based way of presenting model items
Provides user friendly predefined entities
Allows end-users to generate reports without prior knowledge of data structures.
Used in Report Builder 3.0.

67. SSRS Supporting Information
Report Definition Language:
A file with an ‘.rdl’ extension
Contains the definition of an SSRS report
May have been developed either in Visual Studio or Report Builder 3.0.
Definition includes all attributes of the report
Also includes any queries that are needed to ensure the appropriate data is available to support the report information needs.

68. SSRS Supporting Information
SSRS Architecture

69. SSRS Supporting Information
SSRS is a set of:
Processing components
Tools
Programmatic interfaces
Support the development and use of rich reports in a managed environment. Includes:
Development tools
Configuration tools
Administration tools
Report viewing tools

70. SSRS Supporting Information
Programmatic interfaces include:
Simple Object Access Protocol (SOAP)
URL Endpoints
Windows Management Instrumentation (WMI)
Allows for easy integration with new or existing applications and portals

71. SSRS Supporting Information
Processing is distributed across multiple components.
Central and specialized processors are used to:
Retrieve data
Process report layout
Render presentation formats
Deliver to target destinations

72. SSRS Supporting Information
Presentation processing:
Occurs after the data is retrieved
Is decoupled from data processing
Allows multiple users to review the same report simultaneously
Reports can be in formats designed for different devices
Viewing format can be changed quickly (HTML, PDF, Excel, XML etc…) with a single click
The modular architecture is designed for extensibility.

73. SSRS Supporting Information
SSRS Components and Tools

74. SQL Server Reporting Services Concepts Summary
Topic 6.1 – Introduction to SQL Server Reporting Services
Topic 6.2 – SQL Server Reporting Services Supporting Information
Topic 6.3 – SQL Server Reporting Services Concepts Summary

75. Excel Services Concepts Summary
SQL Server Reporting Services (SSRS) is a powerful tool that supports the development of highly complex BI Center reports.
Includes functionality that enables report generation performance gains (especially for reports requiring complex data retrievals)
Also includes report distribution features, including automated scheduled delivery via and other means.
Report Builder 3.0 is available to end users

76. Module 7 Module 1 Introduction to the Training
Module 2 Office Data Connection Concepts
Module 3 Working with Office Data Connections
Module 4 Excel Services Concepts
Module 5 Working with Excel Services
Module 6 SQL Server Reporting Services Concepts
Module 7 Working with SQL Server Reporting Services
Topic 7.1 – SQL Server Reporting Services Exercises
Module 8 PerformancePoint Concepts
Module 9 Intro to PerformancePoint Dashboard Designer
Module 10 Working with PerformancePoint Charts
Module 11 Compose PerformancePoint Reports
Module 12 Create PerformancePoint Dashboards

77. Working with SQL Server Reporting Services
Topic 7.1 – SQL Server Reporting Services Exercises

78. SQL Server Reporting Services Exercises
Refer to Training Workbook for detailed steps
Refer to Step by Step Brief Format document for instructions without the details
Refer to the Quick Reference document for abbreviated instructions

79. Module 4 Module 1 Introduction to the Training
Module 2 Office Data Connection Concepts
Module 3 Working with Office Data Connections
Module 4 Excel Services Concepts
Module 5 Working with Excel Services
Module 6 SQL Server Reporting Services Concepts
Module 7 Working with SQL Server Reporting Services
Module 8 PerformancePoint Concepts
Topic 8.1 – Introduction to PerformancePoint
Topic 8.2 – PerformancePoint Supporting Information
Topic 8.3 – PerformancePoint Concepts Summary
Module 9 Intro to PerformancePoint Dashboard Designer
Module 10 Working with PerformancePoint Charts
Module 11 Compose PerformancePoint Reports
Module 12 Create PerformancePoint Dashboards

80. PerformancePoint Services Concepts
Topic 8.1 – Introduction to PerformancePoint
Topic 8.2 – PerformancePoint Supporting Information
Topic 8.3 – PerformancePoint Concepts Summary

81. Introduction to PerformancePoint
‘PerformancePoint Service Application’ is the name given in SharePoint to this SharePoint Service Application.
Supports:
Management of Reports built outside of PerformancePoint (Excel Services, SSRS, Visio Services, Word Automation Services, etc…)
Chart creation
Dashboard creation
The management of those items in the BI Center

82. PerformancePoint Services Concepts
Topic 8.1 – Introduction to PerformancePoint
Topic 8.2 – PerformancePoint Supporting Information
Topic 8.3 – PerformancePoint Concepts Summary

83. PerformancePoint Supporting Info
The Business Intelligence Center features leverage the PerformancePoint Service Application in SharePoint Server 2010 as the base functionality for supporting the building and ongoing maintenance of both Charts and Dashboards
It also can be used to manage reports created using other tools (Excel Services, SSRS, Visio Services, Word Automation Services, etc…), when targeted as content for Dashboards

84. PerformancePoint Supporting Info
PerformancePoint is the mechanism that takes the various report types and combines them for display as Reports and in the Dashboard format
Reports that you might use in an EPM Dashboard:
Excel Services Reports
SQL Server Reporting Services Reports
PerformancePoint Analytic Charts and Grids

85. PerformancePoint Supporting Info
The following report types can be implemented as part of an overall Business Intelligence strategy:
Visio Services
PowerPivot
PerformancePoint Scorecard
PerformancePoint Strategy Map
PerformancePoint KPI Details Reports

86. PerformancePoint Supporting Info
Ten Enterprise Project Management (EPM) default reports in Project Server 2010:
Simple Project List
Milestones Due This Month
Resource Capacity
Issues and Risks
Deliverables
Timesheet Actuals
Rejected Projects
Top Projects
Workflow Chart
Workflow Drilldown

87. PerformancePoint Supporting Info
Fourteen Excel Services Templates and OLAP Cubes that are default in Project Server 2010:
Assignment Non Timephased
Assignment Timephased
Deliverables
EPM Timesheet
Issues
MSP_Portfolio_Analyzer
MSP_Project_SharePoint
MSP_Project_Timesheet
Project Non Timephased
Resource Non Timephased
Resource Timephased
Risks
Task Non Timephased
Timesheet

88. PerformancePoint Supporting Info
Similar to analytic charts and grids, Excel Services reports are typically highly interactive
Users can click to see lower levels of detail
Users can export these reports to Microsoft PowerPoint or Excel and apply filters to them.

89. PerformancePoint Supporting Info
Users can do the following in Analytic Charts and Grids:
Drill down or up to see lower or higher levels of detail.
Sort items in ascending or descending order.
Filter out empty rows or columns, isolate an item, or remove an item from the report view.
Apply top or bottom members in a group.
Apply value filters, such as items greater than or less than an amount that you specify.
Pivot a grid, or change a grid to an analytic chart.
Use Additional Actions, which are defined in the Analysis Services cube.
Show or hide information that is included in the chart or grid.
Work with pages of grid data (useful when a query returns a large set of results).
Launch a Decomposition Tree to view more information about a particular report value.

90. PerformancePoint Supporting Info
SQL Server Reporting Services reports are typically highly interactive
Depending on how reports are configured, Dashboard users can explore data by clicking, sorting, and scrolling through pages
Users can also:
Preview, adjust, and print one or more pages in the report.
Apply one or more parameters without having to rerun a query to the database. Parameters are built-in filters that are specific to the report.
Export data as image files, Adobe PDF files, Web files, or other formats that Microsoft applications recognize.

91. PerformancePoint Services Concepts
Topic 8.1 – Introduction to PerformancePoint
Topic 8.2 – PerformancePoint Supporting Information
Topic 8.3 – PerformancePoint Concepts Summary

92. PerformancePoint Concepts Summary
PerformancePoint is the underlying technology that supports the creation, development and management of BI Center Charts and Dashboards
There are various types of reports that are supported by PerformancePoint Dashboards.
The purpose of the PerformancePoint Concepts module has been to provide foundation supporting information

93. Module 9 Module 1 Introduction to the Training
Module 2 Office Data Connection Concepts
Module 3 Working with Office Data Connections
Module 4 Excel Services Concepts
Module 5 Working with Excel Services
Module 6 SQL Server Reporting Services Concepts
Module 7 Working with SQL Server Reporting Services
Module 8 PerformancePoint Concepts
Module 9 Intro to PerformancePoint Dashboard Designer
Topic 9.1 – PerformancePoint Designer Exercises
Module 10 Working with PerformancePoint Charts
Module 11 Compose PerformancePoint Reports
Module 12 Create PerformancePoint Dashboards

94. Intro to PerformancePoint Dashboard Designer
Topic 9.1 – PerformancePoint Designer Exercises

95. PerformancePoint Designer Exercises
Refer to Training Workbook for detailed steps
Refer to Step by Step Brief Format document for instructions without the details
Refer to the Quick Reference document for abbreviated instructions

96. Module 10 Module 1 Introduction to the Training
Module 2 Office Data Connection Concepts
Module 3 Working with Office Data Connections
Module 4 Excel Services Concepts
Module 5 Working with Excel Services
Module 6 SQL Server Reporting Services Concepts
Module 7 Working with SQL Server Reporting Services
Module 8 PerformancePoint Concepts
Module 9 Intro to PerformancePoint Dashboard Designer
Module 10 Working with PerformancePoint Charts
Topic – PerformancePoint Charts Exercises
Module 11 Compose PerformancePoint Reports
Module 12 Create PerformancePoint Dashboards

97. Working with PerformancePoint Designer Charts
Topic – PerformancePoint Chart Exercises

98. PerformancePoint Chart Exercises
Refer to Training Workbook for detailed steps
Refer to Step by Step Brief Format document for instructions without the details
Refer to the Quick Reference document for abbreviated instructions

99. Module 11 Module 1 Introduction to the Training
Module 2 Office Data Connection Concepts
Module 3 Working with Office Data Connections
Module 4 Excel Services Concepts
Module 5 Working with Excel Services
Module 6 SQL Server Reporting Services Concepts
Module 7 Working with SQL Server Reporting Services
Module 8 PerformancePoint Concepts
Module 9 Intro to PerformancePoint Dashboard Designer
Module 10 Working with PerformancePoint Charts
Module 11 Compose PerformancePoint Reports
Topic – Compose PerformancePoint Reports Exercises
Module 12 Create PerformancePoint Dashboards

100. Compose PerformancePoint Reports
Topic – Compose PerformancePoint Reports Exercises

101. Compose PerformancePoint Reports Exercises
Refer to Training Workbook for detailed steps
Refer to Step by Step Brief Format document for instructions without the details
Refer to the Quick Reference document for abbreviated instructions

102. Module 12 Module 1 Introduction to the Training
Module 2 Office Data Connection Concepts
Module 3 Working with Office Data Connections
Module 4 Excel Services Concepts
Module 5 Working with Excel Services
Module 6 SQL Server Reporting Services Concepts
Module 7 Working with SQL Server Reporting Services
Module 8 PerformancePoint Concepts
Module 9 Intro to PerformancePoint Dashboard Designer
Module 10 Working with PerformancePoint Charts
Module 11 Compose PerformancePoint Reports
Module 12 Create PerformancePoint Dashboards
Topic – Create PerformancePoint Dashboards Exercises

103. Create PerformancePoint Dashboards
Topic – Create PerformancePoint Dashboards Exercises

104. Create PerformancePoint Dashboards Exercises
Refer to Training Workbook for detailed steps
Refer to Step by Step Brief Format document for instructions without the details
Refer to the Quick Reference document for abbreviated instructions

105. Questions & Answers
Exercises End

106. Project Management Office
Reference Books
Project Managers
Step by Step – Microsoft Office Project 2010
By Carl Chatfield & Timothy Johnson
Dynamic Scheduling
By Eric Uyttewaal
Project Management Office
Lean Project Management – Eight Principals For Success
By Lawrence P Leach
Critical Chain Management
Enterprise Architecture & Strategy
By Jeanne W Ross, Peter Weill & David C Robertson
100 Questions to Ask your Software Organization
By Mark I Himelstein

107. MGB 2005
12/9/ :24 PM
©2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.