1. SQLSaturday Pensacola 2009 June 6, 2009
Creating Dashboards with PerformancePoint
Server 2007
Presented By: Jessica M. Moss
SQLSaturday Pensacola 2009
June 6, 2009

2. About Jessica M. Moss BI Mentor with Solid Quality Mentors
Microsoft SQL Server MVP
MCDBA, MCTS: 2005 BI, MCITP: 2005 BI
Active member of PASS and SQL User Groups
Blog:

3. Agenda Future of PerformancePoint Server Performance Management
Monitoring & Analytics
Dashboards
Elements
Building a Dashboard Demo
Security
Questions

4. Future PerformancePoint Server 2007 is no longer its own sku
PerformancePoint Server 2007 now comes with SharePoint Enterprise
Microsoft will release SP3 in fall of 2009
Licensing concerns:
PerformancePoint Services for SharePoint will be released with next version of SharePoint

5. Performance Management
Assess progress toward achieving predetermined goals
Monitor
Use dashboards, scorecards
See what is currently happening
Analyze
Answer the questions – why is this red?
Plan
What will happen in the future?

6. Performance Management
Problems with current implementation of perf management
Difficult to use
Many moving parts
Manual consolidation of data
Error-prone
Narrowly deployed in departmental silos
Unable to change with the business
SLOW!
Problems can often be created by combinations of Excel, Access, Outlook, etc.

7. PerformancePoint Server
Microsoft's answer to performance management
Combines Business Scorecard Manager, Proclarity, and new component: Planning
3 pieces:
Monitoring & Analytics Server
Proclarity
Planning Server

8. PerformancePoint Demo

9. Monitoring & Analytics
What we’re going to talk about today
Portal based dashboard server
Dashboard Designer

10. Dashboard Designer Used to develop dashboards and elements
Uses the Office 2007 format
Ribbon
Pearl
For business analysts, not developers
Does not incorporate into Visual Studio
No built-in source control capabilities

11. Creating a Dashboard Create a workspace Create elements
Configure elements
Configure scorecard
Configure dashboard
Deploy dashboard

12. Elements: Data Sources
Used for KPIs, scorecards, and reports
Types:
Multidimensional (Analysis Services)
Tabular List (SharePoint, SQL Server, Excel 2007)
Standard Queries (ODBC Connection)
Time Intelligence

13. Elements: KPIs KPI: Key Performance Indicator
Total KPI consists of an actual value and one or more targets
Begin with an objective
Increase profitability
Develop the quantitative measure of an objective
Gross sales
Or Production costs
Set your goal or target

14. Elements: KPIs Create KPIs directly in the dashboard
Can create objectives, which group related KPIs
This creates a hierarchy of KPIs
Parents KPIs’ values are determined by children using different methods, i.e. Average of Children, Min of Children, etc.
Leaf-level standard, non-leaf-level standard, non-leaf-level objective
Set thresholds to determine the target levels

15. Elements: Reports To be included in dashboard for further analysis
Types:
Analytic chart
Analytic grid
Reporting Services (that have been deployed to the Report Manager)
PivotChart
PivotTable
Spreadsheet
Strategy Map
Web Page
Trend Analysis Chart

16. Elements: Scorecards
Collection of KPIs and objectives, can be arranged in a hierarchical fashion
Used to measure organization performance
Can create Balanced Scorecards
Types:
Analysis Services
Fixed Value
Excel 2007
Excel Services
SQL Tabular
SharePoint List

17. Dashboards Container that puts everything together
Deployed to SharePoint
Each dashboard has its own page
Contains zones, similar to a SharePoint page

18. Filters Also can contain filters, such as: Set of members MDX formula
Named Set
Tabular values
Time Intelligence members
Time Intelligence Post Formula
Filters can link to reports and scorecards

19. Building a Dashboard Demo

20. Security Four roles in the Dashboard Designer: Admin Creator
Access to create, edit, and delete all dashboard elements
Access to publish dashboards to the server
Creator
Access to create report, KPIs, scorecards, and indicators
Power Reader
Read-only access to all dashboard elements
Data Source Manager
Access to create, delete, and publish data sources

21. Questions ?

22. SQLSaturday Pensacola 2009 June 6, 2009
Creating Dashboards with PerformancePoint
Server 2007
Presented By: Jessica M. Moss
SQLSaturday Pensacola 2009
June 6, 2009