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Course 100 introduction to performance canvas
 

Course 100 introduction to performance canvas

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    Course 100 introduction to performance canvas Course 100 introduction to performance canvas Presentation Transcript

    • DSPanel
      Course 100 – IntroductiontoPerformance Canvas
    • Agenda
      • Background of DSPanel
      • Performance Canvas, Canvas Planning and Portal edition
      • DSPanel terminology
      • Overview of technology
      • Canvas, Gems and slicers
      • Feature and benefits
      • Empowerment of the business user – “Agile BI”
      • Business gems – creating foundation to repeatable solutions
      • Going for Mobile BI
      • Mash boards, Planning canvases
      • Wrap-up
    • Background of DSPanel
      Company
      DSPanel = Decision Support Panel
      Mid Tier Embedded BI niche ISV
      Innovative BI since1999
      Over 1000 customer organizationsserved
      60-70 System Integration partners world-wide
      Multiple large OEM partners
      Products
      Currentproduct line
      Performance Canvas
      All new browserbasedperformance management software launched in 2007
      Canvas Planning
      Financial planning and forecasting extension introduced in 2009
      Legacyproduct
      Portal Edition: First BI tool for MS SharePoint
      Firstintroduced 1999. Still available, updatedand supported
    • DSPanel Performance Management
    • Make smarter decisions, faster
      5
    • How does Performance Canvas Software Work?
      Performance Canvas Suite
      Mobile
      Databases
      Web
      OLAP BI Cubes (Actuals)
      Excel
      OLAP Planning Cube
    • DSPanel terminology
      Canvas
      • 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.
      Slicer
      • 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
      Gem
      • 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
      7
    • Key areas ofPerformance canvas
      • Empowerment of the business user – “Agile BI”
      • Business gems – creating foundation to re-usable solutions
      • Going for Mobile BI
      • Mash boards, Planning canvases
      8
    • Busines User Empowerment
      • Modify dashboards without sending changes back to the cube
      • One click to analyze underlying data
      • Send information via email, web, mobile, or Create an Excel table or PowerPoint Presentation
      • Collaborate by sending action items to other users
      9
    • Business gems – creating foundation to repeatable solutions
      Gems can be created by anyonewith designer rights in Performance Canvas. Thiscan be internal business usersthemselves or by someexternal expert resource
      ”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.
      10
    • Going Mobile
      • Powerful BI and Analytics right in your mobile phone
      • Can be used on ANY web enabled mobile device
      • Extensive graphingcapabilities
      • Extensive IPAD support including touch based BI
      • Input Schedules for mobile input
      • Ease of use for deployment with Zero foot print clients
      11
    • Planning for the Future with Excel & the Web
      • Create all your financial reports in one system
      • Formula based and matrix-based reporting
      • Track account movement for cash flow analysis and forecasting
      • Foreign currency translation
      • Create and maintain dimensions, attributes, cubes and hierarchies
      • Input forecast data via the web – Perfect for multinational corporations working in different domains
      12
    • Mashboards
       A mash board allows you to pull in information from your intranet, data warehouse, extranet and most interestingly the internet.
      Example sources can be:
      • Competitors Sales Statistics
      • Top Clients Twitter Feeds
      • Stock quotes
      • Facebook company page updates
      • Google trend analysis for your competitors
      13
    • Live overview
      • Empowerment of the business user – “Agile BI”
      • Business gems – creating foundation to re-usable solutions
      • Mobile BI
      • Mash boards, Planning canvases
      14
    • Wrap-up
      You should after this introductory course:
      Understand the history of DSPanel
      Be able to toknow the differencebetween DSPanel products
      Performance Canvas, Canvas Planning and Portal Edition
      Understand basic product terminology in Performance Canvas
      Canvas, Slicer and Gems
      Know important features and benefits of Performance Canvas
      Business user empowerment, Mobile, Re-usable and embedded solutions, Planning and mashboards
      All examples on demo.performancecanvas.com
      There will be a test email at the end of this session
      Nextcourse is Course 101: Designing: Making Dashboards that enable better decisions
      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.
      15