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