Bilirs Business Intelligence Portfolio SSRS PPS SP ES Project

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A BI portfolio created to demonstrate skills in Microsoft SQL Server, SSRS, PPS, Share Point, Excel Services.

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Bilirs Business Intelligence Portfolio SSRS PPS SP ES Project

  1. 1. 1<br />6/20/2010<br />Figen Bilir ©<br />
  2. 2. This portfolio contains designing dashboards in PerformancePoint Server 2007 (PPS), creating reports in SQL Server Reporting Services 2005 (SSRS) and Excel Services 2007 and deploying them into SharePoint 2007 also known as MOSS. <br />AllWorks OLAP database contains four cubes: Overhead, Materials, Labor, Master.<br />All reports, dashboards were published to SharePoint exclusively to the related document.<br />6/20/2010<br />Figen Bilir ©<br />2<br />Project Overview: AllWorks Database<br />
  3. 3. PerformancePoint Server 2007 (PPS)<br />PPS Dashboard Designer has its own designer interface. <br />Creating dashboards in PPS involves creating data sources and determining which elements will be used such as scorecards, KPIs, reports, filters.<br />The parameters are passed thru filters between the dashboard, scorecard, or report.<br />6/20/2010<br />Figen Bilir ©<br />3<br />
  4. 4. PPS: KPI Scorecards on Dashboard<br />The two Scorecards were created in PPS and combined with the imported and objective KPIs from SSAS.<br />Overhead Quarter filter was created from a named set to pass Year and Quarter parameter.<br />6/20/2010<br />Figen Bilir ©<br />4<br />
  5. 5. PPS: KPI Scorecards on Dashboard (cont’d)<br />6/20/2010<br />Figen Bilir ©<br />5<br />MDX code was written in KPI to handle NULLs as white diamond shape<br />
  6. 6. PPS: Analytic Chart on Dashboard<br />6/20/2010<br />Figen Bilir ©<br />6<br />Chart background was based on Clients and that was linked to Client Filter in Dashboard.<br />
  7. 7. Analytic Chart After Published to SharePoint<br />Chart can be run for a single client or All client total. Client filter was created from a named set.<br />6/20/2010<br />Figen Bilir ©<br />7<br />
  8. 8. PPS: Analytic Line Chart on Dashboard<br />6/20/2010<br />Figen Bilir ©<br />8<br />No background was selected however it was linked to Overhead Categories with filter<br />
  9. 9. Analytic Line Chart After Published to SharePoint<br />6/20/2010<br />Figen Bilir ©<br />9<br />
  10. 10. PPS: MDX code on Dashboard Report for Top 10 Jobs<br />MDX code was written to show Top 10 jobs by labor dollars.<br />QuarterFilter Parameter was set in the Parameter and linked in the Filter<br />6/20/2010<br />Figen Bilir ©<br />10<br />
  11. 11. PPS: MDX code on Dashboard Report for Top 5 Workers<br />6/20/2010<br />Figen Bilir ©<br />11<br />The dashboard page was created to accommodate two reports.<br />
  12. 12. PPS Analytic Chart & Grid on Dashboard<br />Two reports were combined on Dashboard through zone definition. Complex MDX code was written and linked with Employee Parameter.<br />6/20/2010<br />Figen Bilir ©<br />12<br />
  13. 13. PPS Analytic Chart & Grid on Dashboard (cont’d)<br />MDX code for analytic chart<br />6/20/2010<br />Figen Bilir ©<br />13<br />MDX code for grid chart<br />
  14. 14. SSRS – Reporting Services<br />SQL Server Reporting Services provides a full range of ready-to-use tools and services to help you create, deploy, and manage reports.<br />Reporting Services tools work within the Microsoft Visual Studio environment and are fully integrated with SQL Server tools and components.<br />Both SQL databases and OLAP databases can be utilized as data sources. MDX is available for OLAP databases for defining data sets and creating calculated members.<br />Each report will have its own data sets defined for it. Data sets can be created using the graphical interface or by writing MDX for OLAP databases. Only one data set is utilized for a report layout, but other data sets are utilized for parameters.<br />Reports can be published to Report Server or SharePoint.<br />6/20/2010<br />Figen Bilir ©<br />14<br />
  15. 15. SSRS Overhead Category Report Dataset<br />Overhead Category Report Dataset of the “dsOverhead” dataset for the main body of the report is shown below. Several calculated members were created to compute field values. The formula for the calculate member “Pct Change” & “PrevQtr” are shown below.<br />6/20/2010<br />Figen Bilir ©<br />15<br />
  16. 16. SSRS Overhead Category Report Dataset<br />Screenshot for a dataset to retrieve the previous quarter relative to the parameter selected.<br />6/20/2010<br />Figen Bilir ©<br />16<br />
  17. 17. SSRS Overhead Category Report Dataset<br />Screenshot for a dataset to retrieve the most recent quarter that was used by a parameter.<br />6/20/2010<br />Figen Bilir ©<br />17<br />
  18. 18. SSRS Overhead Category Report Dataset<br />“ProjectOverheadViewFYQtr” based on the FY Qtr (fiscal year quarter) parameter specified when creating the “dsOverhead” dataset. The new dataset populates the FY Qtr drop-down list on the report. Custom MDX code was added as shown below to display a FY Qtr in the drop-down list based on two conditions: (1) the FY Qtr contains data, and (2) the previous quarter contains data.<br />6/20/2010<br />Figen Bilir ©<br />18<br />
  19. 19. SSRS Overhead Category Report Layout<br />The formula and conditional formatting are shown below to display in red font if the overhead spend has increased from the previous quarter, or in black font if the spend has decreased .<br />The Layout tab in SSRS has Header, Body, and Footer sections, as well as the ability to create totals and insert images.<br />6/20/2010<br />Figen Bilir ©<br />19<br />
  20. 20. SSRS Overhead Category Report Preview<br />Below is the preview of the report. FY Qtr lets the user select different fiscal year and quarter.<br />The reports were published to SharePoint also<br />6/20/2010<br />Figen Bilir ©<br />20<br />
  21. 21. SSRS Report Configuration to Publish a Report to SharePoint<br />Project settings were done appropriately for SharePoint Server as shown below.<br />SharePoint publishing was created in Configuration Management to publish the reports to SP.<br />6/20/2010<br />Figen Bilir ©<br />21<br />
  22. 22. Document Creation in SharePoint<br />SharePoint allows us to create site collections and document repositories to deploy PerformancePoint dashboards, SSRS reports, and Excel documents (including client sites that didn't have Excel installed).<br />GeneratedReports document folder was created to store scheduled subscribed reports<br />6/20/2010<br />Figen Bilir ©<br />22<br />
  23. 23. SSRS Report Subscription in SharePoint<br />In order to subscribe a report in SP, the data source credentials were set correctly by the user. That was done in SP/Datasource.<br />6/20/2010<br />Figen Bilir ©<br />23<br />
  24. 24. SSRS Report Subscription in SharePoint cont’d<br />In order to subscribe a report in SP, the data source credentials were set correctly by the user. This was done in SP/Datasource.<br />6/20/2010<br />Figen Bilir ©<br />24<br />
  25. 25. SSRS Overhead Employee Job Report Dataset & Parameters<br />The main dataset was created with parameters.<br />Parameters were defined for the report utilizing the other data sets. Different data sets can be used for the list of available values and the default values of the parameter.<br />6/20/2010<br />Figen Bilir ©<br />25<br />
  26. 26. SSRS Overhead Employee Job Report in SharePoint<br />6/20/2010<br />Figen Bilir ©<br />26<br />Depending on the date selection, Employee’s Worked dates are brought in the parameters in From Week End to Week End Date. Related dataset was created.<br />Dataset: ”FromProjectLaborViewWeekEndDate” MDX Code<br />
  27. 27. Excel Services<br />Excel Services is a service application that enables you to load, calculate, render and display Microsoft Excel workbooks on Microsoft SharePoint Server.<br />PPS has a connectivity as Excel Services in order to accomplish Excel Reports in Dashboards.<br />After configuring a trusted location in SharePoint for Excel workbooks, an Excel workbook is uploaded to the trusted location (specified document library) through Excel Services.<br />6/20/2010<br />Figen Bilir ©<br />27<br />
  28. 28. Excel Services Pivot Table<br />6/20/2010<br />Figen Bilir ©<br />28<br />
  29. 29. Excel Services Publishing to SharePoint<br />6/20/2010<br />Figen Bilir ©<br />29<br />
  30. 30. Excel Services Pivot Chart<br />Excel Services Options is used to specify parameters and objects from Workbook that will be availabl<br />6/20/2010<br />Figen Bilir ©<br />30<br />Excel Services Options is used to specify parameters and objects from Workbook that will be available on SP.<br />
  31. 31. PPS Report Creation with Excel Services<br />6/20/2010<br />Figen Bilir ©<br />31<br />
  32. 32. PPS Report Creation with Excel Services on Dashboard<br />Pivot chart as part of Excel Services brought up to Dashboard and linked to related filter in PPS that was a filter in Excel Sheet and named and published to SharePoint.<br />6/20/2010<br />Figen Bilir ©<br />32<br />
  33. 33. Excel Services Pivot Chartin SharePoint<br />6/20/2010<br />Figen Bilir ©<br />33<br />Multiple selection since filter was created as multi-tree<br />
  34. 34. Excel Services Pivot Chart in SharePoint<br />6/20/2010<br />Figen Bilir ©<br />34<br />

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