Inside PerformancePoint
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Transcript of Inside PerformancePoint
Inside PerformancePoint
Dan EnglishPrincipal Business Intelligence Consultant
Superior Consulting Services, [email protected]
Speaker Background
• Developing with Microsoft technologies for over 14 years • Over 7 years experience with Data Warehousing and Business
Intelligence• Microsoft SQL Server MVP, Microsoft Certified IT Professional (MCITP),
and Microsoft Certified Technology Specialist (MCTS)• Architect and develop dashboard solutions for enterprise reporting and
monitoring• Experienced in ETL and Analysis Services development, requirements
gathering, and data modeling• PASSMN 2009/2010 – Executive Board Chair (President)• Microsoft MN BI User Group 2011 – Leadership Board• Twitter – http://twitter.com/denglishbi• Vimeo Videos - http://vimeo.com/user3952239/videos
Dan Englishhttp://denglishbi.wordpress.com
New Book in the Works!
Unlock the power of Microsoft Power View and build rich BI reports with just a few clicks
SCS Background
• Founded in 1997, SCS is a technical consulting firm focused exclusively on Microsoft technologies to provide custom solutions
• Headquartered in Burnsville, MN• Microsoft Gold Certified Partner since 2006• Microsoft Managed Partner• Provide solutions in the areas of Business Intelligence,
Reporting, Application Development, Networking, SharePoint, and Special Projects
• Industry recognized authorities via books, speaker engagements, and direct assistance to Microsoft
Session Outline
• PerformancePoint Overview – what is it, where did it come from, and how do you get it
• What’s changed in 2010 release?• Dashboard Designer – how do you install it and what
is it used for• Dashboard Creation 101 – hold on to your seats, I
will quickly build out and deploy a fully functional and interactive dashboard
• Insight from the trenches – tips and tricks along with experience from client deployments
Quick Audience Poll
How many people know what PerformancePoint is?
Has anyone done any development with PPS 2007 or 2010?
Who has heard of or used ProClarity Analytical Server or Desktop client?
PerformancePoint History
Business Scorecard Manager 2005 Nov
2005
ProClarity Acquisition Apr 2006
PPS 2007 CTP mid-2006
PPS 2007 RTM Nov
2007
PPS 2007 Apr 2009 part of SharePoint E-CAL, Planning
termed
PPS 2010 SharePoint
2010 Enterprise June 2010
What is PerformancePoint (PPS)
PerformancePoint Server 2007 (v1)
Monitoring & Analytics
Business Scorecard
Manager 2005
ProClarity Analytical
Server (PAS)
Planning
Biz #
What is PerformancePoint (PPS)
PerformancePoint Services 2010 (v2)
Scorecarding Monitoring & Analytics
New features &
functionality
PerformancePoint Services
Monitor
What happened? What is happening? Analyze
Why did it happen?
PlanWhat will happen? What do I want to
happen?
StrategyStrategy
PerformancePoint Services
Microsoft Business Intelligence Overview
Business User Experience
•Analysis Services•Reporting Services•Integration Services•Master Data Services•Data Mining•Data Warehousing
•Dashboards & Scorecards•Excel Services•Web based forms & workflow•Collaboration•Search•Content Management•LOB data integration
•Self-Service access & insight•Data exploration & analysis•Predictive analysis•Data visualization•Contextual visualization
Business Collaboration Platform
Data Infrastructure & BI Platform
What’s new in PPS 2010?
• Fully integrated into SharePoint 2010– Central Admin for
Configuration– Shared Service– Secure Store authorization is
an option– Single security and
versioning model• Independent authentication
for data sources• Decomposition Tree• Scorecard enhancements
What’s new in PPS 2010?
• Filters are 1st class citizens now (not embedded in dashboards)
• Streamlined dashboard deployment
• Improved UDM support in Dashboard Designer
• Analytical report enhancements
• Analytical Pie Chart• Web parts can communicate
with other SharePoint parts• SP1 Cascading Filters & Apply
Filters functionality
PerformancePoint Highlights
• Dashboards− Dashboard Designer− Filters
• Report Types− Thin, Interactive OLAP Charts & Grids− Reporting Services− Strategy Maps− Excel Services− KPI Details− ProClarity Views
• Scorecard Capabilities− Import Analysis Services KPIs− Export to Excel from Dashboards
• Data Sources− Multidimensional− Tabular
− Excel Services & Workbooks− SharePoint lists− SQL Server Table
• Enhanced User Experience− Bulk Editing− Time Intelligence
• Extensibility
PerformancePoint Analytical Reports
Key Capabilities• Drill Up/Down• Drill Down To (Cross Drill)• Expand/Collapse• Sort and Filter• Pivot• Select Measures• Show Details (Drill to Detail)• Decomposition Tree• Tooltips for data points• Show chart data in a grid (and vice versa)• Export to Excel or PowerPoint• Show in New Window• Smart sizing & AJAX technology
Dashboard Designer
ClickOnce Application Download/Install from SharePoint
Key Capabilities• Add multiple item types
• KPIs / Scorecards• KPI Details• Analytical Charts• Analytical Grids• Strategy Maps• Other Reports• Filters
•Drag and drop items to canvas•Connect views with filters• Use flexible zone layouts• Deploy to SharePoint
Demo Dashboard
PERFORMANCEPOINTDemo
Insight from Trenches
• Obtain the ‘key’ or ‘hot’ metrics to present• Provide high-level summarized views
– Highlight the anomalies– Surround with supporting views– Include additional pages broken out (more granular)
• Be careful with use of colors and visuals – 10% males color blind• Distributed environments and dynamic security = Kerberos• Multidimensional data source is golden nugget to data discovery
– Analysis Services or PowerPivot• Make the items interactive
– Utilize good filters and link the items• Be creative and think ‘outside’ the box for solutions
– Leverage all of the technologies available• PerformancePoint 2010 Content Deployment – http://ppscd.codeplex.com (2007 BI
RAP tool)• Use IE8 or higher for performance reasons (allows up to 6 connections versus 2)
Resources
• PerformancePoint Services Resource Center - http://msdn.microsoft.com/en-us/sharepoint/gg176656.aspx
• PerformancePoint Services in SharePoint Server 2010 (learning/labs) - http://technet.microsoft.com/en-us/sharepoint/hh239868
• Up to Speed with PerformancePoint Dashboard Designer http://office2010.microsoft.com/en-us/dashboard-designer-help/up-to-speed-with-performancepoint-dashboard-designer-HA101818158.aspx
• Corporate Dashboards: Sales Solution - http://technet.microsoft.com/en-US/bi/ff643005.aspx
• PerformancePoint Team Blog - http://blogs.msdn.com/performancepoint/default.aspx
• Microsoft BI site - http://www.microsoft.com/bi/
• Microsoft BI TechNet site - http://technet.microsoft.com/en-us/bi/default.aspx
• SQL Server Best Practices - http://msdn.microsoft.com/en-us/sqlserver/bb671432.aspx
• Microsoft Virtual Labs (TechNet and MSDN) - http://www.microsoft.com/events/vlabs/default.mspx
QUESTIONS