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Real world share point performance dashboard13.08.22

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The Microsoft Business Intelligence platform has a comprehensive set of data exploration and reporting tools that provide end to end capability for delivering business insight throughout an …

The Microsoft Business Intelligence platform has a comprehensive set of data exploration and reporting tools that provide end to end capability for delivering business insight throughout an organization. Join Andy Hopkins of Chrysalis | BTS as he examines best practices for aggregating and surfacing data from multiple data sources through SQL Server Reporting Services, Power View, Performance Point and custom lists.

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  • 1. presented by Andy Hopkins andyh@chrysalisbts.com (425) 761-4143 @AndrewSHopkins REAL WORLD| SHAREPOINT implementing advanced business solutions
  • 2. presented by Andy Hopkins andyh@chrysalisbts.com (425) 761-4143 @AndrewSHopkins REAL WORLD| SHAREPOINT “no warehouse” performance dashboards
  • 3. • Andrew (Andy) Hopkins • Real World SharePoint • What will we discuss today? Welcome
  • 4. Microsoft - Interactive Entertainment Biz Learning and Development
  • 5. RESPONSIVE DESIGN ADDRESSING THE CHALLENGES
  • 6. MANAGING PROJECT & FEEDBACK DATA BACKGROUND
  • 7. Dashboard Data Application Presentation Solution Design Leveraging SQL Server Reporting Services Managed Metadata Feedback ListProject List Project KPIs Vendor Training KPIs Excel Services Cube Feedback KPIs Excel Document (Published Daily) Vendor Training List
  • 8. IMPLEMENTATION DETAILS ADDRESSING THE CHALLENGES
  • 9. Dashboard Development • Organize PerformancePoint content by creating display folders • Setting up the Data Source for Time Intelligence expands the functionality of other PerformancePoint Services content for creating custom time formulas • DEFINE KPIs, then Develop before creating scorecards, instead of creating the KPI during the scorecard development • Try not to use custom MDX for the Analytic Grids and Charts reports • If building a Strategy Map report, use a Visio diagram that has simple objects and not multilayered diagrams 9 Best Practices
  • 10. Dashboard Development Define Design THEN Develop 10 Best Practices
  • 11. Dashboard Development Organize PerformancePoint content 11 Best Practices
  • 12. Dashboard Development Setup Data Sources for Time Intelligence 12 Best Practices
  • 13. Resources and Contact Real World SharePoint Please Give Us Your Feedback • Matt has sent you an email with the link or visit… www.chrysalisbts.com/index.php/events/rws/bi/eval Successful SharePoint is About Community • Share your Real World SharePoint stories #RWSharePoint • Ask the global SharePoint community for their insight #SPHelp • Attend or speak at SharePoint Saturday (We’d love to meet you at #SPSRED) Real World SharePoint Presentations • www.slideshare.net/andyhopkins1 Attend Chrysalis BTS SharePoint Catalyst Event Series • www.chrysalisbts.com/index.php/events/catalyst-series/ Andrew (Andy) Hopkins • andyh@chrysalisbts.com • @AndrewSHopkins
  • 14. 14 &
  • 15. 15 presented by Dave Healey dhealey@chrysalisbts.com (206) 734-9414

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