Christoph Pletz Senior Consultant Trivadis AG Meinrad Weiss Principal Consultant Trivadis AG.
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Transcript of Meinrad Weiss Principal Consultant Trivadis AG. 2 Core technologies Microsoft, Oracle, IBM, Open...
Dashboarding à la Microsoft
Meinrad WeissPrincipal ConsultantTrivadis AG
Trivadis Solution Portfolio
2
Core technologies Microsoft, Oracle, IBM, Open Source
Core systems
Individualapplications
(SCM, ERP, CRM)
BusinessIntelligenc
eBusiness
Communicati
on
App
licat
ion
Perf
orm
ance
Man
agem
ent
Ap
plica
tion
Develo
pm
en
t
ManagedServices
Security
Train
ing
Trivadis Facts & Figures
Currently 12 locations with over 500 employeesBaden, Basel, Bern, Lausanne, Zurich Düsseldorf, Frankfurt, Freiburg, Hamburg, Munich, Stuttgart Vienna
Financially independent and sustainably profitable
Key figures in 2007Consolidated income: CHF 98 million / EUR 60 millionOver 1‘500 projects with more than 600 clientsOver 125 Service Level AgreementsAbout 5'000 training participants per year Research budget: CHF 6 million / EUR 3.6 million
Agenda
PerformancePoint ServerMonitoring
Fundamentals
What is a DashboardSharePoint (WSS and MOSS)PerformancePoint Server (PPS)
ArchitectureData SourceKey Performance IndicatorReport ViewDashboardFilterScore Card
Outlook SQL Server 2008PPS VNext
Windows SharePoint Dashboard
List of standard Reports
Output of a Report
SharePoint KPI‘s
Document LibraryExcel HTML View
Filtering
PerformancePoint Server (PPS) Dashboard
„Driving Seat“
ScoreCard with KPI‘s
Report Views
WSS, MOSS and PPS Monitoring
Windows Server 2003
Windows SharePoint
Services (WSS)
PerformancePoint Server (PPS)
Monitoring
Microsoft Office SharePoint Server (MOSS)
What happened?
Reporting
Performance Management
Strategy Why did it happen?
Analytics
What is happening?
Scorecards, Dashboards
What will happen?
Planning, Budgeting,Forecasting
The road to PerformancePoint Server
Part of “The Microsoft BI Burger”
BI PLATFORM
SQL Server Reporting Services
SQL Server Analysis Services
SQL Server DBMS
SQL Server Integration Services
SharePoint Server
DELIVERY
Reports Dashboards Excel Workbooks
AnalyticViews Scorecards Plans
END USER TOOLS AND PERFORMANCE MANAGEMENT APPS
ExcelPerformancePoint
Server
PerformancePoint ServerMonitoring
ArchitectureData SourceKey Performance IndicatorReport ViewDashboardFilterScore Card
Outlook SQL Server 2008PPS VNext
Agenda
Fundamentals
What is a DashboardSharePoint (WSS and MOSS)PerformancePoint Server (PPS)
PPS Dashboard (Designer)
ScorecardMetadata DB(SQL Server)
Data Warehouse(SQL Server)
OLAP Cubes(Analysis Services)
SharePoint or ODBC
ScorecardSharePoint ExperienceUsersDesigner Analyst
ScoreCard Application
PPS Monitoring Topology
Dashboard Designer
Familiar Microsoft Office 2007 look and feelFast Time to Delivery and Ease of AdministrationDesigned for collaboration and reuseOffline capabilitiesBuilt-in templates and wizards allow user to quickly build and share dashboards and scorecards
ScorecardsKey Performance IndicatorsMultiple Data Sources
Report ViewsAnalytic Charts and GridsStrategy Maps
Dashboards
Key Performance Indicators (KPIs)
Show actual value, target, status and trendCombine disparate data sources in a single KPI
Value from SSAS, targets from Excel
Objectives – roll-up one or more KPIs into a single, normalized score
Weighted or non-weighted
Multiple targetsCustom status indicatorsCustom KPI attributesHigh-to-low, low-to-high, or centered banding
Flexible “building blocks” for measuring
performance against plan
Scorecards
Nested KPIs and ObjectivesIntegrated strategy maps, cause-and-effect diagramsInteractive, collaborative scorecards
Filter by ScoreExpand / collapseAssociate KPIs with specific report viewsCell annotations
Custom properties, columns
Organize, roll-up, and score your KPIsfor an all-up view
of corporate performance.
Data Sources
KPIs with slice-and-dice capabilities (Analysis Services)KPIs from tabular data sources Combine multi-dimensional and tabular data on a single scorecard
Data Source Connectivity
Excel/ Excel ServicesSharePoint ListsSQL ServerAnalysis ServicesODBCExtensible
Access and combine data from avariety of resources bringing
rapidvisibility of corporate
performanceagainst plan to all users.
Data Source Time Intelligence
Dasboard Engine knows Time Structure
Works for OLAP and Tabular Data
Time Intelligence Filter
Dashboard Features
Interactive, visual displays of performance dataCombination of Scorecardand Report View(s)Parameterized using filtersIntegrated with SharePointCustomized using SharePoint Master Pages
Easily deliver aggregated, interactive views of your performance metrics and data to all your stakeholders and decision makers.
Dashboard Filters
Filters for pages, zones, or individual items
Fixed value listDynamic list based on MDX queries
Designate display and return columnsDefault values
Explore and compare performance across views and reports by choosing items from filter lists.
Analytic Grids and Charts
100% Thin client architecture based on ASP.Net and Ajax technology
Drill to detail, Drill up/down, Cross drillSmart column header and label shorteningAttributes displayed as part of the gridCustomizable grid formatting with CSSTooltips with full header labelExport values to Excel
Analytic Grid/Chart Designer
Drag and drop hierarchiesNavigate through hierarchiesPreview viewAdd filtersMDX editor mode
Design Analysis Services 2005 queries using navigation, query layout, and member selection.
Trend Chart and Analysis
Forecast data using scorecards and KPIsSet number of periods to forecastSet data mining algorithm parametersRequires OWC
Forecast values using the historical performance of scorecard data. Use SQL
Server data mining algorithms to generate
projections
Export to Excel/PowerPoint 2007
Export scorecards, analytic charts/grids and strategy maps directly from dashboards to Excel,PowerPoint 2007
Not very niceimplemented
Excel and ProClarity Integration
Tight integration of Excel 2007 workbooks, ProClarity Views and SharePoint Librariesvia Report Views
Microsoft Office SharePoint Server (MOSS)ProClarity AnalyticsServer (PAS)
360° View
Additional Context of ScoreCard
KPI’s
If possible KPI’s should be defined in Analysis Services CubesMDX supportKPI’s can be displayed in “all” other tools. “Single point of truth”
Define KPI Visualize KPIProClarity
PPS Monitoring
Excel 2007
SQL Server 2005Reporting Services
Analysis Services
User Tool with Wizard support
SharePoint
Support for non
Cube data
Additional Functionality of PPS KPI's
Leaf KPI‘s
Additional Functionality of PPS KPI's (2)
Leaf KPI‘s
Non Leaf KPI‘s
Additional Functionality of PPS KPI's (3)
Rollup using Scoring
Objectives
Scoring (Raw, Normalized)
Make uncomparable things comparable
Raw = 80 %
Normalized = 75 %
Actual = 4Target = 5
MOSS and/or PPS
WSSDash-board
Reporting ServicesReports
ExcelGrid,Chart
KPIList
PPSDash-board
Score Card with KPI’s
ProClarity(Win Client +PAS Srv)
Analytic Grid,Chart(MDX)
PPS X X X X
WSS X X
MOSS X X
PerformancePoint ServerMonitoring
ArchitectureData SourceKey Performance IndicatorReport ViewDashboardFilterScore Card
Outlook SQL Server 2008PPS VNext
Agenda
Fundamentals
What is a DashboardSharePoint (WSS and MOSS)PerformancePoint Server (PPS)
Reporting Services 2008
More scalable reporting engineDeployment agnostic of Microsoft® Internet Information Services (IIS)Word renderingMore flexible report layoutEnhanced data visualization (Dundas Controls)New “Report Desiger”
No need to use VS anymoreWill come some time after RTM
Performance Point Server Roadmap
ProClarity Analytics 6.2
ProClarity Analytics 6.3
Business Scorecard
Manager 2005
PerformancePoint Server 2007
(v1)
PerformancePoint Server v2
Available Today March 2007
Nov 2007 Office 14
Conclusion
Microsoft is a leadingplayer in the BI spacePerformance PointServer offers a very flexible platform for building ScoreCarding and Dashboard ApplicationsAnalysts like Gartner discovered the potential
More Infos
Trivadis TechnoCircleSQL Server 2008:
Was ist neu und relevant für DBA’s und IT ProfessionalsDie essentiellen Neuerungen für EntwicklerDas Herz einer modernen Business Intelligence Plattform
Next Generation Data Centric Applications with Visual Studio 2008 and SQL Server 2008
Mit Buchtaufe von Christian Nagel
Demo an unserem StandWPF goes Windows Trivadis FrameworkDatenbanksetup “Best Practices” und “SharePoints Umsetzung”
Wettbewerb und Gutschein
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after
the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.