Developing enterprise performance management solutions with PerformancePoint Server 2007

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Developing enterprise performance management solutions with PerformancePoint Server 2007

  1. 1. “Developing enterprise performance management solutions with PerformancePoint Server 2007”<br />Dragan Milovanović<br />Pexim Solutions<br />
  2. 2.
  3. 3. Performance Management<br />Performance Management “is a set of management and analytic processes, supported by technology, that enable businesses to define strategic goals and then measure and manage performance against those goals” (Business Performance Magazine)<br />Performance Management can change how people drive business performance<br />
  4. 4. Performance Management<br />Why drive business performance?<br />Many organizations are successful in defining mission and vision and creating strategies<br />But..Many of them are not successful in executing strategies (failure rates 60 – 90%)<br />Common to all companies that execute their strategies well is a formal strategy execution process<br />
  5. 5. Performance ManagementWhere are we now?<br />
  6. 6. Performance ManagementToday’s process<br />Business Analyst<br />Consolidate<br />Executives<br />Information Workers<br />
  7. 7. Performance ManagementProcess<br />What happened?<br />What is happening?<br />Strategy<br />Why?<br />What will happen?<br />What do I want to happen?<br />
  8. 8. Performance Management WITHPerformancePoint Server 2007<br />
  9. 9. PerformancePoint Server 2007Microsoft Vision<br />“Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions”<br />Make decisions faster<br />Improve responsiveness<br />Enables easier consolidation and consistency<br />Integrate key aspects of performance management process: monitor, analyze, plan<br />Improve performance of organization by delivering information to all employees through Microsoft Office<br />Create enterprise, repeatable solutions<br />Not expensive<br />
  10. 10. PerformancePoint Server 2007Widespread BI Solution<br />DELIVERY<br />COLLABORATION<br />CONTENT MANAGEMENT<br />SharePoint Server<br />SEARCH<br />Reports<br />Dashboards<br />Excel <br />Workbooks<br />Analytic<br />Views<br />Scorecards<br />Plans<br />APPLICATION LAYER<br />Excel<br />PerformancePoint Server<br />PLATFORM LAYER<br />SQL Server <br />Reporting Services<br />SQL Server <br />Analysis Services<br />SQL Server DBMS<br />SQL Server Integration Services<br />
  11. 11. PerformancePoint Server 2007Features<br />What is happening?<br />Scorecards, Dashboards<br />What happened?<br />Reporting, Consolidation<br />Why did it happen?<br />Analytics<br />What will happen?<br />Forecasting<br />What do I want to happen?<br />Planning, Budgeting<br />
  12. 12. PerformancePoint Server 2007Key features<br />Monitor business performance<br />Visualize strategy and goals<br />Rich presentation capabilities<br />Multiple data sources<br />Analyze business performance<br />Understand complex information easier<br />Highlight trends and capture opportunities<br />Enterprise planning, budgeting and forecasting including reporting and consolidation<br />
  13. 13. PerformancePoint Server 2007Components<br />Planning Server<br />PPS Planning System Databases<br />PPS Planning Application Databases<br />PPS Planning Models (SSAS)<br />PPS Web Service<br />PPS Windows Service<br />Monitoring Server<br />PPS Monitoring System Database<br />PPS Monitoring Web Service<br />PPS Dashboard Web Preview<br />PPS Dashboard Viewer for SharePoint Services (Web Part)<br />Monitoring Central<br />Tools<br />Planning Administration Console<br />Planning Command Utility – PPSCmd.exe<br />Planning Business Modeler<br />Dashboard Designer<br />Excel Add-in<br />
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  15. 15. PerformancePoint Server 2007Planning Process<br />
  16. 16. PerformancePoint Server 2007Planning Process<br />Planning<br />Analysis(what-if..)<br />Scenarios<br />Budgeting<br />Models<br />
  17. 17. PerformancePoint Server 2007Planning Process<br />Source Systems<br />Cube<br />Planning Business Modeler<br />Data input<br />GL<br />Planning Database<br />Actual<br />HR<br />ERP<br />Plan<br />
  18. 18. PerformancePoint Server 2007Planning Concepts<br />
  19. 19. PerformancePoint Server 2007Planning Concepts<br />Application<br />Aggregation of metadata types (also known as Business Type Library) which represents Model Site which contain Models, Dimensions, Members Sets and other predefined or user-defined objects.<br />Each application has it’s own SSAS 2005 database as well as Application and Staging database.<br />Model Sites<br />Each application contains one root model site.<br />All other model sites must be defined under this root model site. <br />Model sites are used for organizing data in application and contain models, dimensions, security informations and business process definitions.<br />Model subsites<br />Represent the business structure of a company. <br />Company may create subsites based on divisions or business units. <br />Each model site, contains one or more models.<br />
  20. 20. PerformancePoint Server 2007Planning Concepts<br />
  21. 21. PerformancePoint Server 2007Planning Concepts<br />Model<br />Basic unit of data storage in application and define how data is organized. <br />Models contain model properties, dimensions, business rules and calculations. <br />Model is mapped to cube in model site’s Analysis Services database<br />
  22. 22. PerformancePoint Server 2007Planning Concepts<br />
  23. 23. PerformancePoint Server 2007Planning Concepts<br />Dimensions<br />Dimension is organized set of members that describes business data (for example: country, region, account). <br />Predefined dimensions are automatically generated when application is created. <br />PPS contains several predefined dimensions, which can be used as templates, thus can be modified and enhanced.<br />Dimension Members<br />Dimension member is a single item in dimension. <br />Dimension members can be organized in member sets.<br />Member Sets<br />Member set is a selected hierarchy of members that is used to create models.<br />Members can belong to an unlimited number of member sets.<br />Member Views<br />Member view is system-maintained grouping of members based on their properties. <br />They are not used to create models, instead they provide alternative way to create reports by using dimension member properties to analyze groups of related members. <br />For example: creating member view to summarize all dimension members with the same value of some property<br />
  24. 24. PerformancePoint Server 2007 - Planning Concepts<br />
  25. 25. PerformancePoint Server 2007Planning Concepts<br />Business Rules<br />Business rules are prescribed actions that are used for performing operations on multidimensional data in a model. For example: business rules are used to create forecasts, variances...<br />Each rule has following properties: rule set type, rule type and rule implementation. Rule must be of some rule set type and rule type. <br />This determines also implementation options, which can be: SQL, MDX query and script or specialized implementation based on rule type.<br />Associations<br />Association is a logical connection between two models, called source and destination model. <br />You can move fact data from source to destination model and you can aggregate them during this process.<br />
  26. 26. PerformancePoint Server 2007Planning Concepts<br />
  27. 27. PerformancePoint Server 2007Reporting and Consolidation<br />Create enterprise-wide reports and combine operational and financial data without need to consolidate them<br />Build and share production quality reports from Excel based on secure and centrally managed server<br />Financial intelligence: access-path to sensitivity and variance analysis (price, quantity, customer, product mix, timing)<br />Financial consolidation including support for GAAP and IFRS, currency conversion, inter-company elimination and reconciliation<br />Dynamic and standard reports including financial statements, management reports and ad-hoc analysis<br />
  28. 28. PerformancePoint Server 2007Planning Demo<br />Demo<br />Using PBM to define models<br />Data input using Excel Add-in<br />Management reporting using Excel Add-in<br />
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  30. 30. PerformancePoint Server 2007Monitoring & Analytics<br />Build performance dashboards and perform analysis<br />Monitor organizational performance and take appropriate actions<br />Collaborative environment and rich, personalized views and analytics for all users and all types (Office, SSRS, MOSS)<br />Monitoring spans from personal performance dashboards to formal methodology-based and cascading scorecards while analytics include multidimensional slice and dice, decomposition trees, drill-across, server business logic definitions, root-cause analysis and prediction.<br />Support for web based and offline analysis, reflecting all changes from planning process.<br />Build and share reports, dashboards and analysis with other users without coding effort.<br />Use and combine different data sources.<br />Store analytical views in SSRS, MOSS or output to PDF, XML…<br />
  31. 31. PerformancePoint Server 2007Monitoring & Analytics<br />Monitoring & Analytics Report Types:<br />Dashboards<br />Reporting Services<br />Scorecards<br />KPI’s<br />Strategy Maps<br />Excel 2007 & Excel Services<br />PivotTable & PivotChart<br />Analytical Charts & Grids<br />
  32. 32. PerformancePoint Server 2007Monitoring & Analytics<br />Monitoring & Analytics Features:<br />Dashboard Designer<br />Rich analytical options<br />Combine metrics from different data sources (SQL Server, SSAS, Excel, SharePoint lists...)<br />
  33. 33. PerformancePoint Server 2007Monitoring & Analytics Demo<br />Demo<br />Dashboards and Scorecards<br />Dashboard Designer<br />

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