The document provides an overview of creating and deploying dashboards, reports, and Excel services within SharePoint, utilizing PerformancePoint Server 2007 and SQL Server Reporting Services 2005. It details the construction of various dashboards and reports, including the use of MDX code for data handling and parameters, and outlines the process for publishing these reports to SharePoint. Additionally, it covers Excel Services integration for enhanced data visualization and report generation.

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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. AllWorks OLAP database contains four cubes: Overhead, Materials, Labor, Master.All reports, dashboards were published to SharePoint exclusively to the related document.6/20/2010Figen Bilir ©2Project Overview: AllWorks Database

3. PerformancePoint Server 2007 (PPS)PPS Dashboard Designer has its own designer interface. Creating dashboards in PPS involves creating data sources and determining which elements will be used such as scorecards, KPIs, reports, filters.The parameters are passed thru filters between the dashboard, scorecard, or report.6/20/2010Figen Bilir ©3

4. PPS: KPI Scorecards on DashboardThe two Scorecards were created in PPS and combined with the imported and objective KPIs from SSAS.Overhead Quarter filter was created from a named set to pass Year and Quarter parameter.6/20/2010Figen Bilir ©4

5. PPS: KPI Scorecards on Dashboard (cont’d)6/20/2010Figen Bilir ©5MDX code was written in KPI to handle NULLs as white diamond shape

6. PPS: Analytic Chart on Dashboard6/20/2010Figen Bilir ©6Chart background was based on Clients and that was linked to Client Filter in Dashboard.

7. Analytic Chart After Published to SharePointChart can be run for a single client or All client total. Client filter was created from a named set.6/20/2010Figen Bilir ©7

8. PPS: Analytic Line Chart on Dashboard6/20/2010Figen Bilir ©8No background was selected however it was linked to Overhead Categories with filter

9. Analytic Line Chart After Published to SharePoint6/20/2010Figen Bilir ©9

10. PPS: MDX code on Dashboard Report for Top 10 JobsMDX code was written to show Top 10 jobs by labor dollars.QuarterFilter Parameter was set in the Parameter and linked in the Filter6/20/2010Figen Bilir ©10

11. PPS: MDX code on Dashboard Report for Top 5 Workers6/20/2010Figen Bilir ©11The dashboard page was created to accommodate two reports.

12. PPS Analytic Chart & Grid on DashboardTwo reports were combined on Dashboard through zone definition. Complex MDX code was written and linked with Employee Parameter.6/20/2010Figen Bilir ©12

13. PPS Analytic Chart & Grid on Dashboard (cont’d)MDX code for analytic chart6/20/2010Figen Bilir ©13MDX code for grid chart

14. SSRS – Reporting ServicesSQL Server Reporting Services provides a full range of ready-to-use tools and services to help you create, deploy, and manage reports.Reporting Services tools work within the Microsoft Visual Studio environment and are fully integrated with SQL Server tools and components.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.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.Reports can be published to Report Server or SharePoint.6/20/2010Figen Bilir ©14

15. SSRS Overhead Category Report DatasetOverhead 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.6/20/2010Figen Bilir ©15

16. SSRS Overhead Category Report DatasetScreenshot for a dataset to retrieve the previous quarter relative to the parameter selected.6/20/2010Figen Bilir ©16

17. SSRS Overhead Category Report DatasetScreenshot for a dataset to retrieve the most recent quarter that was used by a parameter.6/20/2010Figen Bilir ©17

18. SSRS Overhead Category Report Dataset“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.6/20/2010Figen Bilir ©18

19. SSRS Overhead Category Report LayoutThe 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 .The Layout tab in SSRS has Header, Body, and Footer sections, as well as the ability to create totals and insert images.6/20/2010Figen Bilir ©19

20. SSRS Overhead Category Report PreviewBelow is the preview of the report. FY Qtr lets the user select different fiscal year and quarter.The reports were published to SharePoint also6/20/2010Figen Bilir ©20

21. SSRS Report Configuration to Publish a Report to SharePointProject settings were done appropriately for SharePoint Server as shown below.SharePoint publishing was created in Configuration Management to publish the reports to SP.6/20/2010Figen Bilir ©21

22. Document Creation in SharePointSharePoint 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).GeneratedReports document folder was created to store scheduled subscribed reports6/20/2010Figen Bilir ©22

23. SSRS Report Subscription in SharePointIn order to subscribe a report in SP, the data source credentials were set correctly by the user. That was done in SP/Datasource.6/20/2010Figen Bilir ©23

24. SSRS Report Subscription in SharePoint cont’dIn order to subscribe a report in SP, the data source credentials were set correctly by the user. This was done in SP/Datasource.6/20/2010Figen Bilir ©24

25. SSRS Overhead Employee Job Report Dataset & ParametersThe main dataset was created with parameters.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.6/20/2010Figen Bilir ©25

26. SSRS Overhead Employee Job Report in SharePoint6/20/2010Figen Bilir ©26Depending 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.Dataset: ”FromProjectLaborViewWeekEndDate” MDX Code

27. Excel ServicesExcel Services is a service application that enables you to load, calculate, render and display Microsoft Excel workbooks on Microsoft SharePoint Server.PPS has a connectivity as Excel Services in order to accomplish Excel Reports in Dashboards.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.6/20/2010Figen Bilir ©27

28. Excel Services Pivot Table6/20/2010Figen Bilir ©28

29. Excel Services Publishing to SharePoint6/20/2010Figen Bilir ©29

30. Excel Services Pivot ChartExcel Services Options is used to specify parameters and objects from Workbook that will be availabl6/20/2010Figen Bilir ©30Excel Services Options is used to specify parameters and objects from Workbook that will be available on SP.

31. PPS Report Creation with Excel Services6/20/2010Figen Bilir ©31

32. PPS Report Creation with Excel Services on DashboardPivot 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.6/20/2010Figen Bilir ©32

33. Excel Services Pivot Chartin SharePoint6/20/2010Figen Bilir ©33Multiple selection since filter was created as multi-tree

34. Excel Services Pivot Chart in SharePoint6/20/2010Figen Bilir ©34