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CA Project & Portfolio Management: Business Intelligence
1.
World® ’16 CA Project & Portfolio Management: Business Intelligence Linda Wray CA Technologies AMX65E AGILE MANAGEMENT
2.
2 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD © 2016 CA. All rights reserved. All trademarks referenced herein belong to their respective companies. The content provided in this CA World 2016 presentation is intended for informational purposes only and does not form any type of warranty.
The information provided by a CA partner and/or CA customer has not been reviewed for accuracy by CA. For Informational Purposes Only Terms of this Presentation
3.
3 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Abstract This course is for the business information provider who must determine the metric needs and easy ways in which to wow the customer base. This course is also for the business information consumer who needs immediate access to actionable PPM information to perform their jobs. Lynda Wray CA Technologies
4.
4 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Agenda OVERVIEW OF CA PPM BUSINESS INTELLIGENCE OPTIONS KEY FEATURES AND CAPABILITIES OF PPM ADVANCED REPORTING ADVANCED REPORTING CONSIDERATIONS & CHALLENGES ADVANCED REPORTING BEST PRACTICES 1 2 3 4 CA PPM BI INTEGRATION5 ADVANCED REPORTING MIGRATIONS & TOOLS6
5.
5 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Overview of CA PPM Business Intelligence Options
6.
6 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Overview of CA PPM Business Intelligence Options § PPM Portlets & Portlet Pages §
PPM Dashboards § Advanced Reporting – Ad Hoc Views (Dynamic Layouts) § Advanced Reporting – Ad Hoc Reports (Dynamic Layouts) § Advanced Reporting – JS Reports (Static Layouts) § Advanced Reporting - Dashboards OOTB Reporting Technologies
7.
7 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Overview of CA PPM Business Intelligence Options § CA PPM PWP Data Extraction Utility §
CA PPM PWP Data Adapters § Microsoft Power BI § Tableau § QlikView § Tibco Spotfire Additional Reporting Technologies
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8 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Overview of CA PPM Business Intelligence Options Additional Reporting Technologies § CA PPM PWP Data Extraction Utility §
CA PPM PWP Data Adapters § Microsoft Power BI § Tableau Currently Available Available On-Premise APIs Planned for SaaS 15.2
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9 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Overview of CA PPM Business Intelligence Options § CA PPM PWP Data Extraction Utility §
CA PPM PWP Data Adapters § Microsoft Power BI § Tableau § Qlikview § Spotfire Additional Reporting Technologies
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10 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Overview of CA PPM Business Intelligence Options Technology Categorizations Technology Purpose PPM Portlets & Portlet Pages
Quick access to PPM data within the application. Charts and Tables PPM Dashboards Swiftly group multiple portlets in a single view Advanced Reporting – Ad Hoc Views Drag and drop capabilities allow dynamic data analysis and export Advanced Reporting – Ad Hoc Reports Reports created from Ad Hoc Views. Add additional functionalities such as conditional formatting, scheduling, and controlled content. Advanced Reporting – JS Reports Reports created using Jaspersoft Studio. Comparable to Crystal Reports. Complex report outputs, scheduling, and driven by raw SQL. Advanced Reporting – Dashboards Single view of selected objects created within Advanced Reporting CA PPM PWP Data Extraction Utility Schedule extracted data from PPM into tables or various file formats CA PPM PWP Data Adapters Import data into PPM using PPM SaaS supported functionalities Microsoft Power BI & Tableau Interactive Data Visualization tools
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11 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Key features and capabilities of PPM Advanced Reporting
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12 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Overview of CA PPM Reporting CA PPM Data Architecture CA PPM Database Business Logic and Labels which allow Ad-Hoc Analysis without technical expertise Reports Both Web Based Ad-Hoc Reporting and Full-Client reports Embedded: Pentaho Data Integrator drives ETL Load CA PPM Data Warehouse Jaspersoft
Domains (Semantic Layer) ETL Process
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13 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Jaspersoft Reporting Framework Review PPM Transactional CA PPM Domains Data Warehouse Studio Reports
Dashboards Ad Hoc Views Ad Hoc Reports
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14 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting Features and Capabilities § JasperReports Server –
Home Page – Available items based on user security
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15 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting Features and Capabilities § Dynamic Domain Updates –
Domains and data warehouse updated with custom objects and attributes
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16 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting Features and Capabilities
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17 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting § JasperReports Server –
Ad-Hoc View Design Features and Capabilities
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18 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting § JasperReports Server –
Interactive(Web-Based) Report Features and Capabilities
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19 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting Features and Capabilities § JasperReports Server –
Interactive(Web- Based) Report Viewed in CA PPM Portlet Page
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20 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting Features and Capabilities § Jaspersoft Studio –
Full Client report development tool
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21 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting Features and Capabilities § Jaspersoft Studio Sample Output
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22 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting § Jaspersoft Studio OOTB report in CA PPM portlet page Features and Capabilities
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23 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting Features and Capabilities § Jaspersoft Studio Dashboard
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24 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting Considerations & Challenges
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25 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Domain Considerations § The following items are not currently supported in domains: –
Aggregate awareness or controlling the joins (contexts) – Linking domains together – Nested queries – Only equijoins are supported in the Domain Designer UI § Joins based on constants are supported at the XML layer, but as soon as the domain is saved in Domain Designer those changes get lost. § Below are some of the JOIN operators or WHERE clause conditions that are not supported: – Is Not Equal To, Or, Is Null / Is Not Null, Is Greater Than / Is Less Than, In, Exists / Not Exists
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26 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Domain Considerations § The following are not currently supported in domains (cont.): –
Dynamic Domain Updates for Custom domains – CA PPM domains should not be changed by customers as they will be overwritten § Customers can make a copy of our domain, place it in another location in the repository, and make their own changes. Changes will need to be done manually by the customer. – Migration of OOTB domains between environments § Database schemas (custom attributes/objects) are different across environments – Import/Export of domains as a tenant administrator or domain developer § Import/Export is only available to SUPERUSER § SaaS customers do not have SUPERUSER access
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27 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Domain Considerations Dynamic Domain Updates Mapping Domain CA PPM Master Object (Includes Sub-objects and Attributes) Investment Management
investment, team, financials Resource Management resource, team, assignment Time Management [none] Financial Management financials, cost plan, cost plan detail, benefit plan, benefit plan detail Project Management investment, project, team, financials, task, assignment, issue, risk, change request Application Management investment, team, financials, application Idea Management investment, team, financials, idea Custom Master Object custom master objects and their child objects
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28 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD § SaaS customers, import/export cannot be used
to migrate domains between environments. SaaS customers do not have SUPERUSER access § OP customers can migrate domains using import/export as SUPERUSER § OOTB domains should never be migrated across environments because custom attributes/objects can vary across environments. The data warehouse load job should maintain the OOTB domains per environment. § Custom domains can be migrated across environments (database schemas must match) by manually editing the domain XML file using an XML editor and uploading the domain XML file using Domain Designer § Jaspersoft does not recommend that import/export files be hacked Domain Migration Considerations
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29 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD § The following is not currently supported in ad hoc views: –
Adding Input Controls to ad hoc views – Adding a mandatory filter that cannot be removed by users – Pre-filters – hidden from users and based on a specific data value – Overriding or controlling the query that is executed – Running multiple queries in the same view – Selecting data from multiple join trees (data islands) in the same view – Advanced formatting options that is normally available in reporting tools Ad Hoc View Considerations
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30 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Ad Hoc View Migration Challenge § For SaaS customers, there is currently no supported method to migrate ad hoc views from one environment to another –
In the short term, Product Management recommends customers create ad hoc views directly in their production environment within development folders – Jaspersoft does not recommend that import/export files be hacked: § The output of the export command and the input to the import command is called a catalog. It's a set of the folders and files that comprise the server's internal database, including organizations, users, roles, scheduled jobs, and repository resources such as reports and associated files. When you don't need the entire database, you can specify options to export only the contents you need, for example one role and its users.
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31 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Ad Hoc View Migration Challenge § OP customers can migrate ad hoc views from one environment to another via import/export when logged in as SUPERUSER –
All ad hoc view dependencies, such as domains, are included in the import/export file. The domains will most likely be different across environments due to the custom attributes/objects in those environments. It would be difficult to be successful using this approach. § Again, Jaspersoft does not recommend that import/export files be hacked
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32 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting – Best Practices
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33 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Building Ad Hoc Views § Select only the fields needed §
Less fields… better performance Do Not Choose to Bring in All the Fields And Metrics from a Domain into an Ad Hoc View for Potential Use
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34 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Building Ad Hoc Views § Additional fields and metrics can be selected for potential use when needed at any time Do Not Choose to Bring in All the Fields And Metrics from a Domain into an Ad Hoc View for Potential Use
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35 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Building Ad Hoc Views Use Ad Hoc View Tables instead of Crosstabs because: § Performance overall is better §
More formatting/display options for tables than crosstabs § Can display and download more columns and rows in tables than crosstabs Build Views in Sample Data mode or No Data Mode versus Full Data Mode § Better performance while building the View § Use Filters when possible to narrow the result set
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36 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Building Ad Hoc Views Select the correct periodic fields and metrics that belong together § Do not cross period types –
Each set of periodic fields should be used along with their respective periodic measures § Understand granularity level of measure sets and select appropriately – Project – Team – Task – Assignment Week Start Date and Week End Date should be used with the measures under the Weekly Periods sets
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37 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Building Ad Hoc Views § Selecting The Wrong Fields And Metrics Will Produce Results That Do Not Make Sense!
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38 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Using the OBS in Ad Hoc Views § If OBS Type is not used to filter the data, rows will be returned for every OBS association which will frequently produce duplicate results When Using the OBS, Make Sure a Filter for OBS Type is Selected and Populated
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39 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Best Practices for Building Custom Domains § Keep the number of tables in a domain below 50 §
Generally, database objects (tables or views) will perform better than creating derived tables in a domain § Limit the number of tables used in a set to one, if possible § Use inner joins where possible, limit outer joins § Build smaller domains by functional area versus one large domain § When using derived tables, tune the queries so they perform well § Use aggregate tables or views instead of rolling up the data on demand
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40 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD CA PPM BI Integration
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41 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD CA PPM BI Integration CA PPM PWP Data Extraction Utility § Data Extraction Utility –
(SQL Driven) – Performance gain for large data extraction outputs – File formats can be placed on an SFTP site or data can populate tables – Extraction frequency is configured through CA PPM scheduled jobs – Data Integrity enforced by lower manual tasks
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42 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD CA PPM BI Integration § New Features*** –
Extraction output types now include § *.csv, *.txt, *.xlsx, *.xml – Ability to pull data from PPM (OP & SaaS) and DWH(OP) – Extract column names are defined by table column name or alias in SQL statement – Extract level security manages user access to extracted data CA PPM PWP Data Extraction Utility Security Rights
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43 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD CA PPM BI Integration § CA PPM Data Adapters –
Facilitate loading data content from application databases into CA PPM CA PPM PWP Data Adapters
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44 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD CA PPM BI Integration § CA PPM Data Adapters Architecture Diagram CA PPM PWP Data Adapters
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45 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD CA PPM BI Integration § Enhanced Configuration Design –
Single job initiates adapter execution driven from adapter ID within configuration object – Available Configuration Steps CA PPM PWP Data Adapters
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46 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting Migrations & Tools
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47 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting Migrations & Tools § Advanced Reporting Domain Field Descriptions Domain Content Locator Tool
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48 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting Migrations & Tools Database Schema Visibility Tools § New Reports 14.3 CA PPM: –
Data Warehouse Schema – *PPM Schema § These two reports will provide the access to not only OOTB data content, but clear visibility into custom content as well
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49 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting Migrations & Tools Business Objects to Advanced Reporting Crystal to Jaspersoft Studio Conversion Options to Advanced Reporting § Crystal Reports driven by SQL can be re-built in Jaspersoft Studio. §
Crystal Reports using universes as the source can be re-built using SQL as the source § Domains are not recommended as the source for Studio reports § Web-Intelligence reports can be re-developed using Ad-hoc views and Reports § Features and formatting vary between products § Some WEBI reports can be rebuilt using Jaspersoft Studio § OOTB Domains should be used to leverage custom attribute and objects using the Ad-Hoc Viewer § Jaspersoft Studio reports can be leveraged for content not used for Ad-hoc analysis Web Intelligence to Ad-hoc Available OOTB Content Web Intelligence to Ad-hoc Custom Content
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50 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting Migrations & Tools Preparation for Migration 1. Identify and flag reports for migration driven from usage 2.
Categorize Report Deliverables – WebI with single table or chart reports map to ad hoc report or ad hoc view – Static or complex Web Intelligence reports map to Jaspersoft Studio – Dynamic WebI reports require domain creation and ad hoc report – Crystal Report to Jaspersoft Studio 3. Export report files for development estimates 4. Plan for reporting servers
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51 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Advanced Reporting Tools & Conversion Options § CA PPM Report Conversion Options –
Convert with in-house expertise driven from training – Engage CA Services or Partner for Conversion Business Objects to Advanced Reporting
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52 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Questions?
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53 © 2016 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD Thank you. Stay connected at communities.ca.com
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@CAWORLD #CAWORLD © 2016 CA. All RIGHTS RESERVED.54 @CAWORLD #CAWORLD Agile Management For more information on Agile Management, please visit: http://cainc.to/9Zed5W
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