Post on 23-Dec-2015
Microsoft Office Business Microsoft Office Business Scorecard Manager 2005 Scorecard Manager 2005 : : Programming Business Programming Business Intelligence FeaturesIntelligence Features
John HooperService Line ArchitectMicrosoft Corporation
Jed FarrSenior ConsultantMicrosoft Corporation
AgendaAgenda
Introduction on the Microsoft’s aims for BI
SharePoint 2007 Reporting and KPIs
Extending SharePoint Reporting with:Excel ServicesBusiness Scorecard Manager
Microsoft Business Microsoft Business IntelligenceIntelligenceGoalsGoals
Increase the business performance of Increase the business performance of organizationsorganizations
Increase the impact of information Increase the impact of information
workers workers
Reach every employeeReach every employee
Delivered ValueAdd value to every decisionAdd value to every decision
Bring BI into collaboration and business Bring BI into collaboration and business processprocess
Increasing Office’s strategic appeal Increasing Office’s strategic appeal
Customers RequirementsCustomers Requirements
Easily communicate and track goalsHow is my sales pipeline?
How are inventory levels?
Make BI available to information workersEveryone needs to make better decisions
Everyone needs better information
In the tools they already know
Reuse and enhance existing spreadsheets, reports and scorecardsBring Business Intelligence, Collaboration and Enterprise Content Mgmt together
KPIs and BI in Office and SQL KPIs and BI in Office and SQL ServerServer
SQL Analysis ServicesKPI Storage and Execution
Excel Client andExcel Services
• KPIs in Workbooks
• Flexible formatting
• KPI Pivoting
Office SharePointServers
•KPI in Lists
•Ad-Hoc KPIs
•Team Management
Business Scorecard Manager
•KPIs in Scorecards
•SQL AS KPI Authoring
•Flexible Output
SharePoint Dashboard Framework• Shared Page Filtering
• Personal Views
SQL ReportingServices
• KPIs in BandedReports
• Scheduling
• Extensible ReportDevelopment
What’s new in SharePoint What’s new in SharePoint 20072007Report CentreFilter and filtering web partsKPI listsBusiness Data Catalogue
Report CenterReport Center
BI hub for SharePoint portal sitesMake new BI features easy to discover & useProvide a template for successful BI portals
A document library tuned for “reports”
Excel workbooks, SSRS reports, etc.
Bring BI, collaboration & ECM together
Note: All BI features are available throughout portal
Filter Web parts Filter Web parts OOB Filter value sources
User entered valueAuthored listSharePoint listSQL Server 2005 Analysis ServicesBus. Data CatalogSharePoint profileQuery string Extensibility
Custom providers& consumers
Standard interfacesthat ship in WSS
OOB Display OptionsType in valuePick from listTree viewHidden
OOB Filtering web parts
Excel Services
KPI List
Business Data Catalog Item & List
WSS List view
FrontPage Data View
Overview of SharePointOverview of SharePoint
Jed Farr
Excel On ServersExcel On ServersCustomer needs and challengesCustomer needs and challenges
Distributing spreadsheets to users leads to many versions of the truthExcel often doesn’t ‘play’ in the BI dashboard and reporting world because there is no live thin solution for sharing spreadsheetsIt is difficult to truly protect the proprietary information in spreadsheetsIncorporating Excel logic into applications often requires re-codingExcel was designed as a client program and is not as robust and scalable on servers
Excel 2007Excel 2007
Design and Design and authorauthor
Save to Save to SharePointSharePoint
BrowserBrowser
High quality web rendingHigh quality web rendingZero-footprintZero-footprintInteractive: Set Interactive: Set parameters, parameters, sort, filter, exploresort, filter, explore
View and View and Interact Interact
CustomCustomapplicationsapplications
Set values, perform Set values, perform calculations, get updated values calculations, get updated values via web servicesvia web servicesRetrieve full workbook fileRetrieve full workbook file
Programmatic AccessProgrammatic Access
Open in Excel for rich Open in Excel for rich exploration and analysisexploration and analysis
Open snapshotsOpen snapshots
Excel 2007Excel 2007
Export/Snapshot into ExcelExport/Snapshot into Excel
Spreadsheets stored in Spreadsheets stored in document librariesdocument libraries
Spreadsheet calculation and Spreadsheet calculation and rendering rendering
External data retrieval and cachingExternal data retrieval and caching
100% calculation fidelity100% calculation fidelity
Office SharePoint Server 2007Office SharePoint Server 2007
Save Save SpreadsheetsSpreadsheets
Excel ServicesExcel ServicesOverviewOverview
Excel Web ServicesExcel Web ServicesScenariosScenarios
Using server-side Excel logic in applications
Author part of the business logic in Excel
Protect and maintain proprietary information
Automating spreadsheet updates on servers
Refresh external data and parameterize
Process generated spreadsheets
Create, store and deliver snapshots
Custom UI to server-side Excel calculation
Excel Web ServicesExcel Web ServicesFunctionalityFunctionality
Open a spreadsheet file (Start a session with Excel Services)
Set values to cells and ranges
Process the session spreadsheetRefresh data from external sourcesCalculate spreadsheet or specific ranges
Get resultsValues from cells and rangesEntire calculated spreadsheet – live or snapshot
Overview of Excel Overview of Excel ServicesServices
Jed Farr
Business AnalystsBusiness AnalystsA system of recording for business definitionsA system of recording for business definitions
Empowering KPI and scorecard designerEmpowering KPI and scorecard designer
Auditing, versioning, and reversion capabilitiesAuditing, versioning, and reversion capabilities
Business Decision Makers (from C-Level on down)Business Decision Makers (from C-Level on down)Access to multiple data sources for exception reportingAccess to multiple data sources for exception reporting
Deep analysis in contextDeep analysis in context
Integrated collaboration environmentIntegrated collaboration environment
IT AdministratorsIT AdministratorsCentrally managed, scalable BI platformCentrally managed, scalable BI platform
Better partnership with business users in scorecard and Better partnership with business users in scorecard and KPI authoringKPI authoring
What Scorecard Users WantWhat Scorecard Users Want
Office Scorecards ExtensibilityOffice Scorecards Extensibility
SourceSourceSystemsSystems
Analysis Services2005/2000
ScorecardScorecardCubesCubes
2005/2000
Centralized ManagementCentralized Management
Business Intelligence PlatformBusiness Intelligence Platform
Scorecard ApplicationScorecard Application
Application Application MetadataMetadata
Office Scorecard Webpart Office Scorecard Webpart Office Report Viewer WebpartOffice Report Viewer Webpart
Dashboards and Scorecards, Analysis Dashboards and Scorecards, Analysis and Collaboration (SharePoint)and Collaboration (SharePoint)
Scorecard Reporting Scorecard Reporting (Reporting Services)(Reporting Services)
Reporting Services2005/2000 Excel, TIFF, Excel, TIFF,
XML, PDFXML, PDF
Definition AuthoringDefinition Authoring
Scorecard BuilderScorecard Builder
Report View WebpartReport View Webpart Custom WebpartsCustom Webparts DPEDPE
ExtensibilityExtensibility
Web ServicesWeb Services
Report View Plug-inReport View Plug-in
MSMQMSMQ
Client DLLClient DLL
SSAS KPIsSSAS KPIs
Scorecard view web part and Scorecard view web part and ICellConsumer ICellConsumer
ScorecardWebPart
Report ViewWebPart
ICellConsumer
ICellConsumer
ICellProvider
Web Service APIsWeb Service APIsCreate, Update, and Delete methods for primary elements:
Scorecards
KPIs
Data Sources
Indicators
Alerts
Annotations
View Generation APIsAnnotation configurationAlerts configuration
ISV Example: Strategy CompanionISV Example: Strategy Companion
http://www.strategycompanion.com/
Overview of Scorecard Overview of Scorecard ManagerManager
Jed Farr
Business Scorecard Manager
Office SharePoint Server 2007
KPI Lists, BDC
Excel Services Spreadsheets
Business Scorecard Manager and SharePoint Business Scorecard Manager and SharePoint 20072007
ResourcesResources
Visit the Excel 2007 blog – http://blogs.msdn.com/excel/ http://blogs.msdn.com/cumgranosalis/
© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.