Aula 05 - Dashboard com PerformancePoint e SharePoint 2010


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Aula 05 - Dashboard com PerformancePoint e SharePoint 2010

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  • 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.
  • Aula 05 - Dashboard com PerformancePoint e SharePoint 2010

    1. 1. Capacitação técnica online com MVP’sAutomação de processos de negócios com SharePoint 2010Treinamento 05 – Dashboards com PerformancePointMVP Fernanda SaraivaE-mail:
    2. 2. Agenda• Componentes• Plataforma e Produtos• Demo
    3. 3. Dashboards de vários tipos?
    4. 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. 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 Warehousing5
    6. 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
    7. 7. Componentes agregadosConteúdosDados
    8. 8. Arquitetura INSIGHTS Chart Web Performan Business Excel Visio Parts & cePoint Connectivity Services Services Status Services Services Indicators
    9. 9. O que é o PerformancePoint?Business Intelligence dashboards
    10. 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. 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. 12. PerformancePoint Services Indicadores e decomposiçõesDashboards e scorecardsintegrados ao SharePoint
    13. 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
    14. 14. Componentes e Dashboards demo
    15. 15. Habilitando o serviço• Feature – PerformancePoint Content Types – BI Center site template• Site feature – List e Templates de Document Library
    16. 16. Relacionamento dos elementos Compreendendo a criação dos elementos
    17. 17. ObrigadoEm caso de dúvidas envie um e-mail para