MS PowerPivot & PerformancePoint 2010 Introduction


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High level introduction to MS PowerPivot and PerformancePoint Services (PPS) 2010. Used in conjunction to a training course. Initial slides also provide a high level comparison of PowerPivot vs. PerformancePoint.

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MS PowerPivot & PerformancePoint 2010 Introduction

  1. 1. Introduction & Basic Training to MS PowerPivot & PerformancePoint 2010 Copyright 2010 VeriPoint, LLC
  2. 2. Agenda PowerPivot & Performance Point Introduction and Training High Level Comparison Product Highlights:  PowerPivot Excel Add In  PowerPivot SharePoint Add In  PerformancePoint Services 2010 (PPS) Demo/Basic Training:  PowerPivot Excel Add In  PerformancePoint Services 2010 (PPS) Copyright 2010 VeriPoint LLC Page 2
  3. 3. PowerPivot & PPS At-a-Glance PowerPivot PerformancePoint SQL/OLTP, view all imported data Analysis Services Data  XML feeds, tabular, Reporting Service  SQL, Tabular, PowerPivot  XML Feeds, cannot view detailed data UI: Relationships, calculated Data columns/measures with auto-fill, automated  MDX Manipulation PivotTable conversion to DAX  No UI manipulations  Language(s): DAX, MDX, T-SQL Scheduled (SP) Live connection / upon browser Data Refresh  Manual (Excel) request/refresh PowerPivot tables & charts KPI’s, Charts, Data Grids, Scorecards,  All other features available in Excel Extendable Dashboards, Strategy Maps, Visualization  Scorecard, Strategy Maps, Extendable External Reports, Web pages Pivot Table/Chart areas, web pages  What-if Analysis, some visualization types available only to Analysis Services PivotTable & Charts Slicers Drill up/down, Top/Bottom N & value Slicing &  All other filter, find, and sort features filters, Decomposition Tree, Independent Dicing available in Excel reusable filters  ‘Native’ Multidimensional drilling  Multidimensional drilling for non-OLAP  Performs at its Best / Pros  Supports  Does Not Support / Cons Copyright 2010 VeriPoint LLC Page 3
  4. 4. Base Software/Upgrade Requirements Performance PowerPivot PowerPivot Point/Dashboard Excel Add In SharePoint Add In Install Requirement Designer (SP) Windows Server 2008    .NET Framework 3.5    SQL Server 2008   SP2010 Requires / PPS can use SQL 2005 data VisualStudio 2008   Excel 2010    SharePoint 2010   Silverlight 3    Mandatory  Required for some features Copyright 2010 VeriPoint LLC Page 4
  5. 5. PowerPivot Excel Add-In Copyright 2010 VeriPoint LLC Page 5
  6. 6. PowerPivot Excel Highlights Import large datasets from a variety of sources, from SQL databases to XML data feeds  Easy to use wizards  Existing relationships are respected  Easily build or detect relationships to other tables (tabs)  Data refresh available Copyright 2010 VeriPoint LLC Page 6
  7. 7. PowerPivot Excel Highlights All data visualizations and interactions are via Excel  PowerPivot PivotTables & Charts  Easy to use wizard with drag & drop controls  Vertical and Horizontal Slicers (interactive filters)  Add new measures  Auto detects relationships and creates them for you Copyright 2010 VeriPoint LLC Page 7
  8. 8. PowerPivot Excel Highlights Data Analysis Expression (DAX) very similar to Excel formula expressions  Column name orientation instead of cell/row: =[revenue]-[cost]  Familiar nested IF statements: =IF([Calls]<200,"low",IF([Calls]<300,"medium","high"))  Select formula reference elements either by typing, navigating and selecting with the mouse, or pick list  Convert any PivotTable to DAX formulas Copyright 2010 VeriPoint LLC Page 8
  9. 9. PowerPivot SharePoint Highlights PowerPivot managed via SharePoint Central Administration, PowerPivot Management Dashboard and PowerPivot System Service  Monitor and manage the PowerPivot for SharePoint environment  Back-end management of PowerPivot application database, load balancing, usage data collection, automatic data refresh, auto discovery and usage of new farm server resources  Scheduled data refreshes Rich interactive presentation layer Multidirectional data sharing  Web service for external applications to access (Reporting Services) / Launch Report Builder from SP2010 & access it’s data  From SharePoint export data/documents to PowerPivot Copyright 2010 VeriPoint LLC Page 9
  10. 10. PerformancePoint Services (PPS) Copyright 2010 VeriPoint LLC Page 10
  11. 11. PPS & SharePoint 2010 Service within SharePoint 2010  Leverages SP2010’s security  100% synchronized content integration between the BI Center and Dashboard Designer  Dashboard, dashboard components, and reports are available for immediate use in SP2010 via web parts Copyright 2010 VeriPoint LLC Page 11
  12. 12. PPS: Dashboard Designer Front end for Analysis Services maximizing its cubed data and hierarchies. Many new/improved features such as:  Decomposition Tree  Time Intelligence  Independent filters  Multiple KPI’s per scorecard, KPI Detail Reports  Scorecard and chart drilling, & hierarchy expansion  Top/Bottom N filters,  User defined filters  Retired features: Trend Charts, PivotTable reports, PivotChart reports, ODBC data sources, Analysis Services 2000, and 32-bit server architecture Copyright 2010 VeriPoint LLC Page 12
  13. 13. PPS: Dashboard Designer Launch Dashboard Designer from the Business Intelligence Center Site Access a variety of data sources and external content: Copyright 2010 VeriPoint LLC Page 13
  14. 14. PPS: Dashboard Designer Make available to SP2010 a variety of content in web parts: Or construct dashboards (using dashboard components & reports) and easily publish to SP2010: Copyright 2010 VeriPoint LLC Page 14
  15. 15. PowerPivot Training/Demo Add 2 data sources Create a relationship link between the data sources Add calculated column using DAX Create a PivotTable & Pivot Chart  Detect Relationship  Item selection  Slicers  Format Add a new Measure using DAX Convert PivotTable to DAX Copyright 2010 VeriPoint LLC Page 15
  16. 16. PPS Training/Demo Add a data source (with Time Intelligence in mind) Create a Time filter Create a Chart Create 2 KPI’s Create a Scorecard from KPI’s Create a KPI Details Report Create a Dashboard incorporating the above elements Deploy to SharePoint Show Drilling & Expansion, Top/Bottom N Drilling, Value Filter, & Decomposition Tree Copyright 2010 VeriPoint LLC Page 16
  17. 17. Conclusion Q&A Thank You! Copyright 2010 VeriPoint LLC Page 17