SSRS - PPS - MOSS Profile

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SSRS - PPS - MOSS Development

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SSRS - PPS - MOSS Profile

  1. 1. Business IntelligenceSSRS – PPS - MOSS Development Terry Thompson<br />Introduction:<br />For phase 3 of the Business Intelligence project I was responsible developing a series of business reports utilizing (SSRS) SQL Server Reporting Services, (PPS) Performance Point Server, (MOSS) SharePoint and Excel Services. <br />Project Goals:<br /><ul><li>Establish SharePoint site collection with four document libraries for report and dashboard publications.
  2. 2. Create Dashboards via PPS and publish to SharePoint site collection under Dashboards report library.
  3. 3. Create SSRS reports and publish to SharePoint site collections under SSRSReports report library.
  4. 4. Create EXCEL reports and integrate into PPS Dashboard. Excel reports warehoused on SharePoint Site under ExelDocuments document library.
  5. 5. Establish schedule via SharePoint for SSRS report for automatic daily generation. Auto-generated report stored under GeneratedReports document library.</li></ul> <br />PPS – Dashboard – Page 1Overhead Scorecard – overhead percentage by overhead category.Client Financials Scorecard – reports multiple KPIs, Client open receivables, Profit Percent, and overhead as percent of total costs. Represent total, not filtered by quarter.<br /><ul><li>Build Process:Established data source connection to OLAP database on server via PPS Data SourcesRetrieved required KPIs from Cube via PPS KPI integration wizardFormatted elements of KPI (e.g. indicator display)Created Scorecard by incorporating required name sets from Cube Established Dashboard (Page 1), integrating both Scorecards and establishing filter linksPPS preview for development phaseFinal Dashboard published to MOSS site under the DASHBOARDS report folder </li></ul>PPS – Dashboard – Page 2Material Purchases – material purchase amounts and type quarter filtered by client or all client total.<br />PPS Design View<br /> <br />SharePoint Dashboard View<br />SharePoint Dashboard ViewPPS Design ViewPPS – Dashboard – Page 3Overhead Costs – charts overhead dollar amounts and overhead category descriptions by quarter. Filter allows for multiple selects by overhead category. <br /><ul><li>Build Process:Established data source connection to OLAP database on server via PPS Data SourcesCreated Line chart by incorporating required name sets and measures from Cube Established Dashboard (Page 3), integrating PPS report and establishing filter linksPPS preview for development phase Final Dashboard published to MOSS site under the DASHBOARDS report folder Custom MDX QueriesWithMember [Tot Labor] as[Measures].[Total Labor], format_string = 'Currency'SELECT{ [Measures].[Hoursworked], [Tot Labor] }ON COLUMNS,TopCount ( { [Employees].[Full Name].[Full Name].ALLMEMBERS }, 5, [Tot Labor] )ON ROWSFROM [Project Labor Cube]where <<QuaterFilter>>withmember [Tot Labor] as [Measures].[Total Labor], format_string = 'Currency'SELECT{ [Measures].[Hoursworked], [Tot Labor]}ON COLUMNS,Topcount ({ [Job Master].[Description].[Description].MEMBERS },10,[Tot Labor])ON ROWSFROM [Project Labor Cube]where <<QuarterFilter>>PPS – Dashboard – Page 4Top 10 Labor Jobs – reports top 10 jobs by labor dollars and top 5 employees by labor dollars filtered by quarter.</li></ul>PPS – Dashboard – Page 5% of Quarterly labor dollars – charts labor dollars by quarter and percent of total labor dollars filtered by employee. Percent of total is calculated based on only jobs the employee worked.% of labor dollars by project – reports employee hours and percent of total hours for employee by project.<br />Supporting Report MDX QueryWithmember [Labor All Employees] as sum([Employees].[Full Name].currentmember, [Measures].[Total Labor]),format_string = 'Currency'Member [Tot Labor] assum(<<Employee>>, [Measures].[Total Labor]),format_string = 'Currency'Member [% Total] as([Tot Labor]/[Labor All Employees]), format_string = 'Percent'set [MemberSet] as ({[Tot Labor], [Labor All Employees], [% Total]})Select [MemberSet]on columns,non empty (Order ( Filter ([Job Master].[Description].children,[Tot Labor] > 0),[% Total], bdesc))on rowsfrom [Project Labor Cube]Chart MDX Querywithmember [TotalJobAmount] as sum (Filter ( [Job Master].[Description].children, [Measures].[Total Labor] > 0),([Measures].[Total Labor], [Employees].[Full Name].[ALL])) member [% Total] as([Measures].[Total Labor]/ [TotalJobAmount]), solve_order = 10, format_string = 'percent'select non empty ([Project Labor View].[FY Qtr].children)on columns,non empty ({[% Total], [Measures].[Total Labor]})on rowsfrom [Project Labor Cube] where <<Employee>><br />SSRS Overhead Category – reports percent change in overhead category. Report automatically scheduled on SharePoint site as WEB page in the GeneratedReports document library. <br />Step 5: Published report to SharePoint Site collectionStep 4: SSRS Report design Step 3: Custom MDX Query to retrieve Previous Quarter parameter values based on Quarter parameterStep 2: Custom MDX Query to retrieve Quarter parameter valuesStep 1: Custom MDX Query to retrieve base data and define query parameters<br />SSRSEmployee Jobs in Date Range – Reports employee hours worked by week end date. Includes subtotals by week end date as well as final totals. Cascading parameters based on employee, only week end dates that the employee actually worked.<br />Step 3: Custom MDX Query to retrieve Week End date parameter values based on Employee parameterStep 1: Custom MDX Query to retrieve base data and define query parametersStep 4: SSRS Report design Step 2: Custom MDX Query to retrieve Employee parameter values<br />Step 5: Published report to SharePoint Site collection<br />EXCEL Services – Dashboard – Page 1Basic Overhead by Dates – reports overhead costs by quarter filtered on year <br /><ul><li>Build Process:Established ODC connection in Excel and saved in DataSources library on SharePoint Site for referenced CubeFormatted pivot table in ExcelPublished to SharePoint site via Excel Services and warehoused in ExcelDocuments libraryEstablished Dashboard in PPS and referencing report Created and established Year filter in PPS Published to SharePoint site under PPSDashboards for viewing</li></ul>EXCEL Services – Dashboard – Page 2Labor History Chart – base pivot table reports labor dollars by employee type filtered on year(s) and Client(s). Bar chart overlays pivot table. <br /><ul><li>Build Process:Established ODC connection in Excel and saved in DataSources library on SharePoint Site for referenced CubeFormatted pivot table in ExcelInserted bar chart overlay in Excel and formatted charting points and annotationsPublished to SharePoint site via Excel Services and warehoused in ExcelDocuments library Established Dashboard in PPS and referencing report Created and established filter links in PPS Published to SharePoint site under PPSDashboards for viewing</li></ul>EXCEL Services – Dashboard – Page 3Job Profitability Chart – base pivot table reports profit dollars and profit percent by quarter filtered on countries. Chart overlays pivot table where percent of profit is a dual-Y axis.<br /><ul><li>Build Process:Established ODC connection in Excel and saved in DataSources library on SharePoint Site for referenced CubeFormatted pivot table in ExcelInserted bar chart overlay in Excel and formatted charting points and annotationsPublished to SharePoint site via Excel Services and warehoused in ExcelDocuments library Established Dashboard in PPS and referencing report Created and established filter links in PPS Published to SharePoint site under PPSDashboards for viewing
  6. 6. Build Process:Established required Data sources for each Cube in the OLAP databaseDeveloped PPS reports as described above and incorporated Excel reports from ExcelDocuments library on SharePoint Site.Created required filters during page definition for each report within each DashboardPublished Dashboards to SharePoint Site collection. Performance Point Project Definition2009B2ExcelDashboard – warehouses all EXCEL Services developed reports 2009B2TSTALLWorksDashboard – warehouse all PPS developed reportsBothe published to PPSDashBoards report library on SharePoint Site collection</li></ul>SharePoint Site Collection for report viewingSSRSReports – Warehouses SSRS developed reportsGeneratedReports – Warehouses scheduled reportsPPSDashboards – warehouses PPS dashboardsDataSources – warehouses all data sources required for report generationExcelDocuments – Warehouses Excel reports integrated into PPS dashboards<br />Shared schedule definition for Overhead Category SSRS report. Report will be automatically run everyday a 8 AM. GenaratedReports document library warehouses each execution of the report. A separate data source was required with stored credentials to allow the report to run unattended. <br />

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