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SHAREPOINT BI ON TOP
PROJECT SERVER DATA




                       13/03/2012, David Smeets
Me, Myself and Me again

■ SharePoint BI consultant for CTG
■ 7 years working in the BI world
■ Reporting with Business objects, SSRS, Qlikview
■ ETL with SSIS for datawarehousing
■ Building cubes with SSAS
■ Last 3 years a lot of SharePoint BI




© 2012 CTG, Inc.                                    2
Agenda

■ Project Server
      □ Data Sources

■ SharePoint
      □ Quick Views
      □ Analysis
      □ Standard Reports
      □ Dashboards and KPI’s

■ Demo’s & Screenshots

■ Questions & SharePint


© 2012 CTG, Inc.               3
Data Sources
      PROJECT SERVER



© 2012 CTG, Inc.       4
Feed the Project Server Data Source

■ Applications



■ Data to feed
      □ Enterprise Project Management
      □ Time Tracking
      □ Demand Management




© 2012 CTG, Inc.                        5
Project Web App




© 2012 CTG, Inc.   6
Example Input Timesheet




© 2012 CTG, Inc.          7
Types of Datasources

■ Relational Database (RDBMS)
      □ One database
      □ Limitations

■ OLAP (Online Analytical Processing)
      □ Cube is a data structure that allows fast analysis of data
      □ 14 standard cubes
      □ Star Design
      □ Multidimensional aggregated DB




© 2012 CTG, Inc.                                                     8
From data to information to knowledge
      SHAREPOINT



© 2012 CTG, Inc.                              9
Online views

■ Easy to create online views for :
      □ Project
      □ Task and resource-related information

■ Online functionality
      □ Export to Excel
      □ Filter and group
      □ Pre-defined views

■ Demo



© 2012 CTG, Inc.                                10
Analysis – Excel Services - PowerPivot

■ Audience
      □ Business Users
■ Client Tools
      □ Excel
      □ Excel Add-in (only for 2010)
            ▫ PowerPivot Excel Add-in FREE => www.powerpivot.com

■ Web Tools
      □ SharePoint 2010 => Excel Services => No excel client needed to view
■ General Purpose
      □ Ability to create and share analytical information using SharePoint
■ Demo Excel Services
■ Demo PowerPivot

© 2012 CTG, Inc.                                                              11
Standard Reports – Reporting Services

■ Audience :
      □ Report Developers
      □ Power Users
■ Client Tools
      □ BIDS (BI Development Studio included with SQL Server)
      □ Report Builder 3.0
■ Web Tools
      □ Report Viewer
■ General Purpose
      □ Printable Report (eg Project Status)
■ Demo

© 2012 CTG, Inc.                                                12
Dashboards – PerformancePoint Services

■ Audience for Report Generation :
      □ Report Developers
      □ Powers Users
■ Client Tools
      □ Dashboard Designer
      □ Web Parts
■ Web Tools
      □ Dashboard
■ General Purpose
      ■ Dashboard, KPI, Scorecard, Visual Indicators
■ Demo

© 2012 CTG, Inc.                                       13
Choose the right tool for the right job




© 2012 CTG, Inc.                          14
What do you need




© 2011 CTG, Inc.   15
Summary

■ Project Server 2010 is a great data source

■ Understand your data source

■ Choose the right tool for the right job

■ Involve the end user in the report development

■ SharePoint Server 2010 has great reporting possibilities




© 2012 CTG, Inc.                                             16
David Smeets (david.smeets@ctg.com)

      QUESTIONS AND ANSWERS



© 2012 CTG, Inc.                            17
SHAREPINT!




© 2012 CTG, Inc.   18

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BIWUG1303 - SharePoint BI on top project server data

  • 1. SHAREPOINT BI ON TOP PROJECT SERVER DATA 13/03/2012, David Smeets
  • 2. Me, Myself and Me again ■ SharePoint BI consultant for CTG ■ 7 years working in the BI world ■ Reporting with Business objects, SSRS, Qlikview ■ ETL with SSIS for datawarehousing ■ Building cubes with SSAS ■ Last 3 years a lot of SharePoint BI © 2012 CTG, Inc. 2
  • 3. Agenda ■ Project Server □ Data Sources ■ SharePoint □ Quick Views □ Analysis □ Standard Reports □ Dashboards and KPI’s ■ Demo’s & Screenshots ■ Questions & SharePint © 2012 CTG, Inc. 3
  • 4. Data Sources PROJECT SERVER © 2012 CTG, Inc. 4
  • 5. Feed the Project Server Data Source ■ Applications ■ Data to feed □ Enterprise Project Management □ Time Tracking □ Demand Management © 2012 CTG, Inc. 5
  • 6. Project Web App © 2012 CTG, Inc. 6
  • 7. Example Input Timesheet © 2012 CTG, Inc. 7
  • 8. Types of Datasources ■ Relational Database (RDBMS) □ One database □ Limitations ■ OLAP (Online Analytical Processing) □ Cube is a data structure that allows fast analysis of data □ 14 standard cubes □ Star Design □ Multidimensional aggregated DB © 2012 CTG, Inc. 8
  • 9. From data to information to knowledge SHAREPOINT © 2012 CTG, Inc. 9
  • 10. Online views ■ Easy to create online views for : □ Project □ Task and resource-related information ■ Online functionality □ Export to Excel □ Filter and group □ Pre-defined views ■ Demo © 2012 CTG, Inc. 10
  • 11. Analysis – Excel Services - PowerPivot ■ Audience □ Business Users ■ Client Tools □ Excel □ Excel Add-in (only for 2010) ▫ PowerPivot Excel Add-in FREE => www.powerpivot.com ■ Web Tools □ SharePoint 2010 => Excel Services => No excel client needed to view ■ General Purpose □ Ability to create and share analytical information using SharePoint ■ Demo Excel Services ■ Demo PowerPivot © 2012 CTG, Inc. 11
  • 12. Standard Reports – Reporting Services ■ Audience : □ Report Developers □ Power Users ■ Client Tools □ BIDS (BI Development Studio included with SQL Server) □ Report Builder 3.0 ■ Web Tools □ Report Viewer ■ General Purpose □ Printable Report (eg Project Status) ■ Demo © 2012 CTG, Inc. 12
  • 13. Dashboards – PerformancePoint Services ■ Audience for Report Generation : □ Report Developers □ Powers Users ■ Client Tools □ Dashboard Designer □ Web Parts ■ Web Tools □ Dashboard ■ General Purpose ■ Dashboard, KPI, Scorecard, Visual Indicators ■ Demo © 2012 CTG, Inc. 13
  • 14. Choose the right tool for the right job © 2012 CTG, Inc. 14
  • 15. What do you need © 2011 CTG, Inc. 15
  • 16. Summary ■ Project Server 2010 is a great data source ■ Understand your data source ■ Choose the right tool for the right job ■ Involve the end user in the report development ■ SharePoint Server 2010 has great reporting possibilities © 2012 CTG, Inc. 16
  • 17. David Smeets (david.smeets@ctg.com) QUESTIONS AND ANSWERS © 2012 CTG, Inc. 17