Raj Chaudhuri

Session Code:
Agenda
 Overview of Dashboards
 PerformancePoint Server : Past, Present and…
 Overview of PPS Dashboard features
    Score...
Dashboards Overview
 Dashboards
   Provide important, related information in one
   glance
   Can show summarized or detai...
“Microsoft” Dashboards
 KPIs can be built using
    Microsoft SQL Server Analysis Services
    Microsoft Office SharePoint...
PerformancePoint Server
 Logical successor to another product called
 Business Scorecard Manager
 Plays three roles: Plann...
Umm, except…
PerformancePoint Server Roadmap
                                         SharePoint “14”
     Monitoring                  ...
Product Licensing Roadmap
(to get the latest functionality)

                       Today                  Summer 2009    ...
Still…
 Monitoring and Analytics will continue in
 SharePoint v.next
 Any development done now will continue to
 work
 MOS...
Building a basic dashboard
Adding some interactivity
What next?
 Custom report types are not very simple to
 build
    We have to create a design surface as well as a
    resu...
The Web Page Report
 Is just a web page
 Which can render anything
 Dashboard context can be passed to the web
 page:
   V...
Coding Web Page reports with parameters
Custom Report Types
 Custom report types need a little more patience
 They require both :
    server-side deployment (for ...
Creating Custom Report Types
Metadata
 PerformancePoint Server Monitoring maintains
 metadata about every object
    “What are the banding thresholds f...
The MAUDF project
Monitor Analyze User Defined Functions
 Provides
     T-SQL access to M&A element metadata
  Using
     ...
Reports with PPS M&A Metadata
Name
Title
Company
© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be...
Dashboards With Pps Monitoring And Analytics
Dashboards With Pps Monitoring And Analytics
Dashboards With Pps Monitoring And Analytics
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Dashboards With Pps Monitoring And Analytics

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Dashboards With Pps Monitoring And Analytics

  1. 1. Raj Chaudhuri Session Code:
  2. 2. Agenda Overview of Dashboards PerformancePoint Server : Past, Present and… Overview of PPS Dashboard features Scorecards KPIS and Indicators Reports Filtering Extending PPS Dashboards using: Web Page Reports Custom Report Types Cell Context-based Interaction PPS Metadata
  3. 3. Dashboards Overview Dashboards Provide important, related information in one glance Can show summarized or detailed data Can be targeted to specific audiences Allow interaction – drill down, get details These days, mainly show scorecards Which are composed using KPIs
  4. 4. “Microsoft” Dashboards KPIs can be built using Microsoft SQL Server Analysis Services Microsoft Office SharePoint Server (KPI Lists) Microsoft ProClarity Good old Microsoft Excel Dashboards can be shown using Microsoft SQL Server Reporting Services Microsoft ProClarity and ProClarity Advanced Server Microsoft Office SharePoint Server (Especially Excel Services)
  5. 5. PerformancePoint Server Logical successor to another product called Business Scorecard Manager Plays three roles: Planning, Monitoring and Analysis Monitoring and Analysis involve calculating KPIs, combining them to build scorecards, and using scorecards and reports to build dashboards Combines all the other technologies discussed
  6. 6. Umm, except…
  7. 7. PerformancePoint Server Roadmap SharePoint “14” Monitoring PerformancePoint Services Monitoring Analytics Analytics PPS Planning Supported 10 yrs Service Pack 3 Today Mid CY09 H1 CY10 Performance Management becomes a workload in SharePoint
  8. 8. Product Licensing Roadmap (to get the latest functionality) Today Summer 2009 Wave 14 (Effective April 1st, 2009) Monitoring no change SharePoint “14” PPS 2007 Standard + As an entitlement of Enterprise CAL Analytics no change MOSS 2007 Enterprise CAL Software Assurance SP3 for PPS 2007 Planning Available for all owners maintenance of PPS 2007
  9. 9. Still… Monitoring and Analytics will continue in SharePoint v.next Any development done now will continue to work MOSS customers with Software Assurance have access to PPS today. So…
  10. 10. Building a basic dashboard
  11. 11. Adding some interactivity
  12. 12. What next? Custom report types are not very simple to build We have to create a design surface as well as a result If we only want to display results, there is an easy way The Web Page Report
  13. 13. The Web Page Report Is just a web page Which can render anything Dashboard context can be passed to the web page: Via regular HTTP parameters
  14. 14. Coding Web Page reports with parameters
  15. 15. Custom Report Types Custom report types need a little more patience They require both : server-side deployment (for rendering), and Client-side deployment (for designing) Final deployment requires the code to be signed
  16. 16. Creating Custom Report Types
  17. 17. Metadata PerformancePoint Server Monitoring maintains metadata about every object “What are the banding thresholds for a KPI?” “What annotations have been added to a scorecard?” This data is maintained in a column called SerializedXml in the PPS Monitoring database It could be used in custom reports through: The PPSMonitoring Web Service Directly querying the database
  18. 18. The MAUDF project Monitor Analyze User Defined Functions Provides T-SQL access to M&A element metadata Using CLR Table-Valued UDFs Available http://www.codeplex/maudf
  19. 19. Reports with PPS M&A Metadata Name Title Company
  20. 20. © 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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