Course 100 introduction to performance canvas


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Course 100 introduction to performance canvas

  1. 1. DSPanel <br />Course 100 – IntroductiontoPerformance Canvas<br />
  2. 2. Agenda<br /><ul><li> Background of DSPanel
  3. 3. Performance Canvas, Canvas Planning and Portal edition
  4. 4. DSPanel terminology
  5. 5. Overview of technology
  6. 6. Canvas, Gems and slicers
  7. 7. Feature and benefits
  8. 8. Empowerment of the business user – “Agile BI”
  9. 9. Business gems – creating foundation to repeatable solutions
  10. 10. Going for Mobile BI
  11. 11. Mash boards, Planning canvases
  12. 12. Wrap-up</li></li></ul><li>Background of DSPanel<br />Company<br />DSPanel = Decision Support Panel<br />Mid Tier Embedded BI niche ISV<br />Innovative BI since1999<br />Over 1000 customer organizationsserved<br />60-70 System Integration partners world-wide<br />Multiple large OEM partners<br />Products<br />Currentproduct line<br />Performance Canvas<br />All new browserbasedperformance management software launched in 2007<br />Canvas Planning<br />Financial planning and forecasting extension introduced in 2009<br />Legacyproduct<br />Portal Edition: First BI tool for MS SharePoint<br />Firstintroduced 1999. Still available, updatedand supported<br />
  13. 13. DSPanel Performance Management <br />
  14. 14. Make smarter decisions, faster<br />5<br />
  15. 15. How does Performance Canvas Software Work?<br />Performance Canvas Suite <br />Mobile<br /> Databases<br />Web<br />OLAP BI Cubes (Actuals)<br />Excel<br />OLAP Planning Cube<br />
  16. 16. DSPanel terminology<br />Canvas<br /><ul><li>A canvas is the container of your creativity for objects created within Performance Canvas similar to the term “Dashboard”. These Canvases are consumed in different ways and context. A Canvas can interact and be used for different purposes like Microsoft SharePoint™, Web, Mobile, embedded in other applications etc. </li></ul>Slicer<br /><ul><li>A Slicer is the tool to select what information to see in the Gems displayed on the Canvas. You drag a Slicer into your Canvas to create a way to select what information to view. Slicers are also used as you design your Gems connecting the selection criterias.There are several types of slicers and possible configurations</li></ul>Gem<br /><ul><li>Dimensions + Measures + Power ofVisualization = GemIndividual BI componentsyoucan save and reusetocreateunlimitednumberofdashboards, mashboards and scorecards. It’s a Powerful BI interface, allowingyoutocreate and modify data visualizationsusing drag and drop or MDX logic</li></ul>7<br />
  17. 17. Key areas ofPerformance canvas<br /><ul><li>Empowerment of the business user – “Agile BI”
  18. 18. Business gems – creating foundation to re-usable solutions
  19. 19. Going for Mobile BI
  20. 20. Mash boards, Planning canvases</li></ul>8<br />
  21. 21. Busines User Empowerment<br /><ul><li>Modify dashboards without sending changes back to the cube
  22. 22. One click to analyze underlying data
  23. 23. Send information via email, web, mobile, or Create an Excel table or PowerPoint Presentation
  24. 24. Collaborate by sending action items to other users</li></ul>9<br />
  25. 25. Business gems – creating foundation to repeatable solutions<br />Gems can be created by anyonewith designer rights in Performance Canvas. Thiscan be internal business usersthemselves or by someexternal expert resource<br />”Inventing the wheel” over and over is wasteofresources. Cleverqueriestoyour data is alwaysvaluable and youcan re-usethoseeither in a different canvas as is or as a base for a modifiedquestion.<br />10<br />
  26. 26. Going Mobile<br /><ul><li>Powerful BI and Analytics right in your mobile phone
  27. 27. Can be used on ANY web enabled mobile device
  28. 28. Extensive graphingcapabilities
  29. 29. Extensive IPAD support including touch based BI
  30. 30. Input Schedules for mobile input
  31. 31. Ease of use for deployment with Zero foot print clients</li></ul>11<br />
  32. 32. Planning for the Future with Excel & the Web<br /><ul><li>Create all your financial reports in one system
  33. 33. Formula based and matrix-based reporting
  34. 34. Track account movement for cash flow analysis and forecasting
  35. 35. Foreign currency translation
  36. 36. Create and maintain dimensions, attributes, cubes and hierarchies
  37. 37. Input forecast data via the web – Perfect for multinational corporations working in different domains </li></ul>12<br />
  38. 38. Mashboards<br /> A mash board allows you to pull in information from your intranet, data warehouse, extranet and most interestingly the internet. <br />Example sources can be:<br /><ul><li>Competitors Sales Statistics
  39. 39. Top Clients Twitter Feeds
  40. 40. Stock quotes
  41. 41. Facebook company page updates
  42. 42. Google trend analysis for your competitors</li></ul>13<br />
  43. 43. Live overview<br /><ul><li>Empowerment of the business user – “Agile BI”
  44. 44. Business gems – creating foundation to re-usable solutions
  45. 45. Mobile BI
  46. 46. Mash boards, Planning canvases</li></ul>14<br />
  47. 47. Wrap-up<br />You should after this introductory course: <br />Understand the history of DSPanel <br />Be able to toknow the differencebetween DSPanel products<br />Performance Canvas, Canvas Planning and Portal Edition<br />Understand basic product terminology in Performance Canvas<br />Canvas, Slicer and Gems<br />Know important features and benefits of Performance Canvas <br />Business user empowerment, Mobile, Re-usable and embedded solutions, Planning and mashboards<br />All examples on<br />There will be a test email at the end of this session<br />Nextcourse is Course 101: Designing: Making Dashboards that enable better decisions<br />This course is designed to teach you how to use the Performance Canvas design environment to create dashboards and scorecards. You will learn how to make gems, slicers, measures, KPIs and multiple kinds of visualizations.<br />15<br />