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 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.

Technology

presented by
Andy Hopkins
andyh@chrysalisbts.com
(425) 761-4143
@AndrewSHopkins
REAL WORLD| SHAREPOINT
implementing advanced business solutions

presented by
Andy Hopkins
andyh@chrysalisbts.com
(425) 761-4143
@AndrewSHopkins
REAL WORLD| SHAREPOINT
“no warehouse” performance dashboards

• Andrew (Andy) Hopkins
• Real World SharePoint
• What will we discuss today?
Welcome

Microsoft - Interactive Entertainment Biz
Learning and Development

RESPONSIVE DESIGN
ADDRESSING THE CHALLENGES

MANAGING PROJECT &
FEEDBACK DATA
BACKGROUND

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

IMPLEMENTATION
DETAILS
ADDRESSING THE CHALLENGES

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

Dashboard Development
Define
Design
THEN Develop
10
Best Practices

Dashboard Development
Organize
PerformancePoint
content
11
Best Practices

Dashboard Development
Setup Data
Sources for
Time
Intelligence
12
Best Practices

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

15
presented by
Dave Healey
dhealey@chrysalisbts.com
(206) 734-9414

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Real world share point performance dashboard13.08.22

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

Real world share point performance dashboard13.08.22

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