Aula 05 - Dashboard com PerformancePoint e SharePoint 2010
1. Capacitação técnica online com MVP’s
Automação de processos de negócios com SharePoint 2010
Treinamento 05 – Dashboards com PerformancePoint
MVP Fernanda Saraiva
E-mail: fernanda@fernandasaraiva.com.br
4. Dashboards e Scoreboards
Criação de dashboards
dinâmicos
Visualizações avançadas
com árvores de
decomposição, mapas e
etc.
Integração com Excel,
Reporting Services e Visio
Services
5. Microsoft Business Intelligence
Experiência de negócios do usuário
Experiência de negócios do usuário
access & insight
Exportação para análises
Visualização de dados
Visualização por contexto
Plataforma de colaboração
Plataforma de colaboração Dashboards & scorecards
Excel Services
Formulários e workflow
Colaboração
Busca
Gerenciamento de conteúdo
Integração com aplicações
Infra-Estrutura de dados Infra-Estrutura de dados
Analysis Services
Reporting Services
Integration Services
Master Data Services
Data Mining
Data Warehousing
5
6. DashBoards no SharePoint
Capacidade
• Integração • Relatórios no • Drill down
• KPIs básicos no
com Excel e SQL Server • KPIs
SharePoint
Visio (Reporting • Integração
Services)
Simples Robusto
• SharePoint • Excel Services • SSRS • PerformancePoint
out of the • Visio Services • Analysis Services
box • BCS
Tecnologias
8. Arquitetura
INSIGHTS
Chart Web
Performan Business
Excel Visio Parts &
cePoint Connectivity
Services Services Status
Services Services
Indicators
9. O que é o PerformancePoint?
Business Intelligence dashboards
10. A evolução do PerformancePoint Services
Em 2006 Março de 2007
ProClarity Analytics ProClarity Analytics
6.2 6.3
ProClarity is
not yet fully
integrated
Business Scorecard PerformancePoint PerformancePoint
Manager 2005 Server 2007 Services 2010
2005 Setembro de 2007 Abril de 2010
11. Papéis em um projeto de PPS
• Profissionais de IT
– Instalação e Configuração do PPS
– Segurança, gerenciamento dos dados, conexões
(datasource) com dados
• Usuários avançados (e desenvolvedores)
– Desenvolvem relatórios
– Desenvolvem itens para o PPS
– Publicam os dashboards
• Information workers
– Navegação e interação com os dashboards
publicados.
12. PerformancePoint Services
Indicadores e
decomposições
Dashboards e scorecards
integrados ao SharePoint
13. Business Intelligence Center
• Dashboards
– Web part pages ou
PerformancePoint dashboards
• Data Connections
– PerformancePoint Data sources,
Arquivos do Office Data Connection
• Documentos
– Outros conteúdos: Excel e/ou
Relatórios do Reporting Services
• PerformancePoint Content
– Elementos para construção de
Scorecards e Dashboards no
PerformancePoint
Point of slide: To show how dashboards and scorecards fit within the overall Microsoft Business Intelligence OfferScript:Dashboards and scorecards are important components of the Microsoft BI solution supported by the Office and SQL Server families. The three layers include: The data infrastructure and BI platform (supported by Microsoft SQL Server), the middle tier, where collaboration, dashboards, and scorecards comes into play (supported by Microsoft SharePoint), and the individual layer (supported by Microsoft Office). The “middle layer” is all about collaboration and it is here where business users interact with the data and turn it into something that is useful in promoting better decision making. The numbers that are pulled from other systems are just numbers until dashboards, scorecards, and content turn them into actionable information to drive better decision making.
SharePoint 2010 is a comprehensive platform. This slide focuses on the support for insights through business intelligence.Users interact with the platform using a browser or an Office application. They can work online or in disconnected mode, whether using a PC or a mobile device.The key enablers of BI that users interact with are PerformancePoint Services, Excel Services, Visio Services, Chart Web Parts & Status Indicators, and Business Connectivity Services. Note that Business Connectivity Services is not “pure BI” but provides a standardized method of accessing, displaying, and editing content from legacy systems and LOB applications.These tools can be used “out of the box” or can be part of custom solutions created by application development teams that can use a variety of tools to supply the functionality required by users.The SharePoint platform itself supports programmatic access, enables interoperability between applications, and consolidates many of the functions necessary to support enterprise applications, such as security, administration tasks, application deployment, etc. It also provides a bridge to enterprise data, whether that data resides in enterprise LOB systems, data warehouses or data marts, external sources, or the cloud.
PerformancePoint is now integrated with SharePoint and does not require separate installation. You enable the service application to make it accessible on the SharePoint farm. In addition to displaying KPIs, scorecards, and dashboards, PerformancePoint now includes the decomposition tree familiar to ProClarity users.
The Business Intelligence Center contains specialized libraries for storing business intelligence content. You can create folders within each library to organize and control access to content. You use libraries as containers for different types of content: A dashboardlibrary contains a SharePoint dashboard which is simply a Web part page that you use to display a variety of content, such as Excel workbooks, Reporting Services reports, status lists, charts, and other related content. You can also store PerformancePoint dashboards in a dashboard library.A data connectionlibrary contains PerformancePoint Data Sources, Office Data Connection (ODC) files, and Universal Data Connection (UDC) files. You can store Excel workbooks, status lists, Reporting Services reports, and other document types in a documents library. The PerformancePoint Content library contains the elements that you use to construct PerformancePoint scorecards and dashboards, such as indicators, KPIs, analytical reports, and so on. We’ll cover PerformancePoint in more detail in a later lesson in this module.