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PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
PerformancePoint Overview
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PerformancePoint Overview

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PerformancePoint Overview: SharePoint BI

PerformancePoint Overview: SharePoint BI

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  • 1. © 2013 Impact Analytix, LLC PerformancePoint Developer Basics Jen Underwood Founder & Principal Consultant Impact Analytix, LLC 813.435.5344 jen@impactanalytix.com www.impactanalytix.com
  • 2. © 2013 Impact Analytix, LLC Agenda o Overview o Data Sources o Workspaces o Reports and Items o Dashboards o Filters and STPS Expressions o Publishing o MOSS Integration o Additional Training Resources
  • 3. © 2013 Impact Analytix, LLC PerformancePoint Overview •SharePoint service application • Needs to be configured by MOSS administrator • Activated on MOSS Sites •PerformancePoint combines a variety of assets • Scorecards • Dashboards • Management Reporting • Analytics • Visio Data-Driven diagrams • Third-Party Applications
  • 4. © 2013 Impact Analytix, LLC PerformancePoint Overview •PerformancePoint bridges gaps to connect varied MOSS data sources • Analysis Services, ODBC, Excel Services, tabular data sources as multidimensional, SQL Server tables, and MOSS Lists •Publish Dashboard pages to SharePoint or use Web Part • PerformancePoint Dashboard Item web part • “Hook” up parts with Filters •Develop in Dashboard Designer, a “click-once” application •Allows user to “save” filter options for truly personalized dashboards •PerformancePoint allows for some very creative and powerful BI implementations when fully leveraged
  • 5. © 2013 Impact Analytix, LLC PerformancePoint Overview
  • 6. © 2013 Impact Analytix, LLC PerformancePoint Overview Filter SSRS Report PPS Dashboard Item Analytic Chart Data Sources PPS Items Dashboard Designer
  • 7. © 2013 Impact Analytix, LLC Data Sources o PPS shines with multi-dimensional data sources o PowerPivot models can be used and are seen as a multi-dimensional source o Tables, Queries, Excel, ODBC and SharePoint Lists can pivot into multi-dimensional o Excel data connections require named tables, items similar Excel Services o Excel 2010, 2007 for import or edit to create, Excel 2003 use ODBC data source o PPS only understands dimensions and measures o Can create aggregations and KPIs on Excel and tabular sources o Configuration varies for source types o Permission (Reader, Editor), o Connection o Cache o Time Intelligence o Map data source Time dimension to PPS for PPS Time functions and STPS expression language
  • 8. © 2013 Impact Analytix, LLC Data Sources o User must have access to data source to be able to connect to and configure the data source within Dashboard Designer o Various types of permissions depending upon data source type o MOSS 2010 document library permissions integration of data source definitions o Administrator has complete control over the dashboard data o Data Source Manager can create and delete data sources and publish data sources o Creator can create KPIs, scorecards, and indicators and publish o Power Reader has read-only access to all dashboard elements o Detailed information on permissions by data source can be reviewed at http://technet.microsoft.com/en-us/library/ff928315.aspx
  • 9. © 2013 Impact Analytix, LLC Workspaces o Server and Local Workspace (.bswx) o Publish to PPS document library o Save work locally via a .bswx file o Double-click Server item to bring it and dependent items to a Local Workspace o Click the Refresh button to get Server content if empty o Publish to SharePoint or Publish All o Six general areas o Dashboard o KPI o Scorecard o Report o Data Source o Indicator Get Server Content Best Practice is to always publish updated items back to Server to avoid having local PerformancePoint workspace copies overwritten
  • 10. © 2013 Impact Analytix, LLC Workspaces Server Local Development Areas Ribbon Menus
  • 11. © 2013 Impact Analytix, LLC Reports and Items o Analytic Charts and Grids o Good for exploring multi-dimensional data sources, drilling up, down and across o Interactive bar, line and grid chart view of an Analysis Services data source o Simple development using drag and drop with optional MDX Editor and parameterization o Beware custom MDX and parameter reports might not drill-down and across o Limited custom display features, clunky parameters, no point labeling or custom coloring o User training required, Analytic charts navigation is not intuitive for most users o Excel Services o View of an Excel Services workbook stored in Report Library o PPS Time Intelligence on Excel must use column data type of date o Used named tables, items and parameters in Excel for PPS linking o Spreadsheet o Creates a spreadsheet report o SQL Server Report o References Native or Integrated Mode Reporting Services report o Strategy Map o Visio report requires a scorecard to displays KPI colors o Can get very creative with Visio data-driven diagrams o URL o My favorite web part to really get creative and sophisticated
  • 12. © 2013 Impact Analytix, LLC Reports and Items o KPIs Indicators o Stoplights, gauges, progress bars, smiley faces, thermometers, trends, road signs and custom symbols o Define thresholds, scoring patterns and indicators o Map data for each KPI to a specific data set o Do not confuse with MOSS KPIs o Scorecards o Contains a list of KPIs o Comments can be added to cells o Filters can be applied to dynamically display associated Analytic Chart and Grid data o Objective KPIs rolls up other KPIs o Rollups allow grouping KPIs by average weighted, worst performing, and indicator
  • 13. © 2013 Impact Analytix, LLC Dashboards o Preview and publish o Dashboard content placed in PerformancePoint zones o Optional Filters are added and linked to the Dashboard content o Design with “end points” and linking in mind o Dashboard then deployed to MOSS o Displaying Dashboard content in MOSS gets a little confusing o PerformancePoint content is deployed after placement into a PerformancePoint Dashboard container o PerformancePoint content is selectable as individual PerformancePoint web part items in MOSS from a parent PerformancePoint Dashboard container o Placing multiple PerformancePoint web parts replicates a PerformancePoint Dashboard o PerformancePoint filtering is applied across multiple PerformancePoint web parts only when the same content is encapsulated and filtered within a PerformancePoint Dashboard container
  • 14. © 2013 Impact Analytix, LLC Filters and STPS Expressions o Do not confuse with MOSS Web Part Filters – these are different o Defined Filters Objects o MDX Query : Custom MDX code to perform filtering o Member Selection : Specified dimension members to appear in a choice list o Named Set : A defined Analysis Services Named Set as a filter o Tabular Values : Define Excel, SQL Server table or MOSS Lists values as a filter o Time Intelligence and Time Formula o Applies and maps Time dimension members o Analysis Services Time dimension must truly be defined as a Time dimension o Analytic Chart or Grid Background Items o Need entry point for filters that also requires Dimension placement on background o Reporting Services o Pass filters to shown parameters o Pass cell values from PPS dashboard linked cell value to parameters
  • 15. © 2013 Impact Analytix, LLC Filters and STPS Expressions o Simple Time-Period Specification (STPS) is a basic syntax for Time Intelligence Filter Link Formulas o Specify offsets and ranges from named date and PPS translates it to MDX o Examples o Year – 1 o Month:Month+5 o Time Intelligence Post Formula Calendar executes an MDX formula using selected date as the start date o Expression reference via Help in Dashboard Designer STPS Formulas
  • 16. © 2013 Impact Analytix, LLC Publishing o Data Manager Permission or higher required to Publish o Preview or Publish o MOSS publishing options o Enter SharePoint Site URL, Document Library and choose a Master Page to export to an html page o Publish to PPS then us Edit page in MOSS, add PerformancePoint web part items, connect to PPS filters and configure web part settings o Scorecards, analytic reports and strategy maps can be exported o Excel (static view) o PowerPoint (static view)
  • 17. © 2013 Impact Analytix, LLC PerformancePoint MOSS Integration o Known Issues o PerformancePoint development can be confusing o Cover the PerformancePoint Workspaces (.bswx ) check out, modification and approval workflow in report publishing governance processes o Save and version PerformancePoint workspace (.bswx ) files for back ups o PerformancePoint does not have Alerts for users like Reporting Services but there is a CodePlex project with Alerting that can be used o Security between all the various parts can be challenging! o MOSS 2010 Improvements o PerformancePoint is now directly integrated into MOSS 2010 o No more multiple product installations o No more separate Monitoring Central Web site o Report Library menus contain Dashboard Designer options like Reporting Services Integrated Mode Report Library menus in MOSS 2007 o Trend Analysis, PivotChart and PivotTable features are no longer supported
  • 18. © 2013 Impact Analytix, LLC PerformancePoint MOSS Integration o Dashboard Designer o PPS Deployed Reports o Application level security o Connection per user o Custom data option o Reporting Services o Credentials stored Security o Excel Services o Unattended execution settings o Kerberos
  • 19. © 2013 Impact Analytix, LLC Additional Resources o F1 PerformancePoint Designer Help o PerformancePoint Training Web Sites o http://office.microsoft.com/en-us/training/HA103523901033.aspx o http://office.microsoft.com/en-us/performancepoint/FX102380591033.aspx o Web Casts!!! o http://www.microsoft.com/business/performancepoint/resources/webcasts.aspx o PerformancePoint Team MSDN blog: o http://blogs.msdn.com/performancepoint/default.aspx o Office PerformancePoint Server technical library: o http://technet.microsoft.com/en-au/library/bb794633.aspx o Project REAL—Business Intelligence in Practice: o http://www.microsoft.com/sql/solutions/bi/projectreal.mspx
  • 20. © 2013 Impact Analytix, LLC www.impactanalytix.com quickly make a positive impact

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