VI-317: Introducing the Performance
Management Canvas Designer
Presented by: John Kim, Deltek

Agenda
Introduction to Vision Performance Management
Overview of the Canvas Designer
Configuring Gems
Configuring Slicers
Notes for the Administrator

Key Takeaways
Understand the Value and Relevance of Performance
Management
Learn the Basic Functionality of the Gem, Slicer, and Canvas
Configure a Web Dashpart Containing a Performance
Management Canvas
Understand the Basic Components of the Administrative
Functions

Introduction to Deltek Vision®
Performance Management

Performance Management Defined
Performance Management — Making Decisions Based on
Information That Is relevant, Timely, and Accurate
Business Intelligence Applications Give Users Valuable
Insight into the Business through Powerful Reporting and
Analytics
Answers the questions:
How are we doing?
Where are the “sweet” spots?
What should we change?
Represents an Institutional Change in How Information Is
Consumed

Vision Performance Management
Delivered with Deltek Vision 5.1 and 6.0
Powered by multidimensional cubes developed in MSAS
Focus on Projects and General Ledger
Consists of a unique blend of visualizations and charts
powered by DSP
All content is displayed and consumed on a dashboard
integrated with Deltek Vision
Delivered with five roles with up to ten visualizations per role

Overview of the Canvas
Designer

Key Aspects of the Performance Management
Dashboard
Canvas
Gem
Slicer

The Canvas
A Collection of Visualizations, Charts, and Graphs

The Gem
A Visualization, Chart, or Graph That Populates a Canvas

The Slicer
Allows Dynamic Filtering Based Upon Defined Attributes

Configuring Gems on the
Canvas

Getting Started
Launch the Web Browser and Direct It to the Hosted DSP Site
Launch the Designer and Start the Gem Wizard

Choose the Attributes of the Gem
Either the Projects or G/L Cube Must Be Chosen
Either a Chart or Table Must Be Chosen

Define Basic Information for the Gem

Define Additional Properties for the Gem
Add a Slicer for Personalization

Define Additional Properties for the Gem
(cont’d)
Define the X Axis of the Chart
Indicate the Desired Slicer(s)

Define the Measure(s)

Complete the Gem and Add It to the Canvas

Add a Slicer to Filter the Data
Adding the Project Type as a Slicer Enables the Consumer to
Easily and Dynamically Alter the Chart

Configuring Slicers on
the Canvas

Additional Information about the Slicer
Slicers Are Accessed in the Toolbox and Can Be Added to
the Canvas by Dragging and Dropping Them onto the
Canvas
Multiple Slicers Can Be Added to Quickly Sort Through the
Data and Alter the Appearance of the Chart
Slicers Can Be Added to the Toolbox through an Intuitive
Wizard

Define the Data Source for the Slicer

Define the Type of Slicer

Select the Slicer

Define the Properties of the Slicer

The Slicer Appears in the Toolbox

Notes for the
Administrator

Displaying a Canvas on the Vision Dashboard
Vision Supports the Consumption of a Performance
Management Canvas as a Web Dashpart
This Web Dashpart Is Added and Configured in Vision Like
All Other Web Dashparts
A New Web Dashpart Called Performance Management
Canvases Is Supported in Vision
The Administrator Has the Option to Choose Which Roles
Can Consume Each Respective Dashpart

Adding the Canvas as a Web Dashpart

Introduction to Security
Authentication Authorization
• Who are you? • What are you
• Are you permitted to authorized to do?
access the system? • What are you
authorized to
access?

Roles and Security
Administrator
Project
Executive Manager
Departmental Departmental Task
Manager Manager Manager

Roles and Security (cont’d)
The Performance Management Canvases Access the MSAS
Cube for Determining Data Access and Not Vision Roles
Data-level Security Can Be Leveraged Regardless of
Security Defined in the MSAS Cube
Data-level Security Is Engaged Only When Consuming the
Canvas as Part of a Web Dashpart in Vision
The Canvas Will Determine Access in the Form of a Slicer
That Is Based on a Role

Assigning Security Within DSP
DSP Supports the Following Authentication Providers:
Anonymous, Basic, NTLM, and Windows Integrated Security

Assigning Roles
DSP Allows the Administrator to Assign Roles Based on the
Authentication Provider

Conclusion
Vision Performance Management Is a Powerful Tool to
Analyze the Trends in Your Business
The Intuitive Canvas Designer Allows Virtually Anyone in the
Enterprise to Quickly Chart and Graph Information
Implementing a Performance Management Solution
Empowers Users to Make Intelligent Decisions

Q&A

Call to Action
The Following Session Provides Additional Information on
the Performance Management Dashboard Capabilities
VI-113: Introducing the Deltek Vision® Performance Management
Dashboards
Visit the Sales Kiosk in the Solutions Pavilion for More
Information
Contact your Deltek Solutions Development Executive for an
Implementation Plan