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Similar to VI-317: Introducing the Performance Management Canvas Designer
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VI-317: Introducing the Performance Management Canvas Designer
- 1. VI-317: Introducing the Performance Management Canvas Designer Presented by: John Kim, Deltek
- 2. Agenda Introduction to Vision Performance Management Overview of the Canvas Designer Configuring Gems Configuring Slicers Notes for the Administrator
- 3. Key Takeaways Understand the Value and Relevance of Performance Management Learn the Basic Functionality of the Gem, Slicer, and Canvas Configure a Web Dashpart Containing a Performance Management Canvas Understand the Basic Components of the Administrative Functions
- 4. Introduction to Deltek Vision® Performance Management
- 5. Performance Management Defined Performance Management — Making Decisions Based on Information That Is relevant, Timely, and Accurate Business Intelligence Applications Give Users Valuable Insight into the Business through Powerful Reporting and Analytics Answers the questions: How are we doing? Where are the “sweet” spots? What should we change? Represents an Institutional Change in How Information Is Consumed
- 6. Vision Performance Management Delivered with Deltek Vision 5.1 and 6.0 Powered by multidimensional cubes developed in MSAS Focus on Projects and General Ledger Consists of a unique blend of visualizations and charts powered by DSP All content is displayed and consumed on a dashboard integrated with Deltek Vision Delivered with five roles with up to ten visualizations per role
- 7. Overview of the Canvas Designer
- 8. Key Aspects of the Performance Management Dashboard Canvas Gem Slicer
- 9. The Canvas A Collection of Visualizations, Charts, and Graphs
- 10. The Gem A Visualization, Chart, or Graph That Populates a Canvas
- 11. The Slicer Allows Dynamic Filtering Based Upon Defined Attributes
- 12. Configuring Gems on the Canvas
- 13. Getting Started Launch the Web Browser and Direct It to the Hosted DSP Site Launch the Designer and Start the Gem Wizard
- 14. Choose the Attributes of the Gem Either the Projects or G/L Cube Must Be Chosen Either a Chart or Table Must Be Chosen
- 15. Define Basic Information for the Gem
- 16. Define Additional Properties for the Gem Add a Slicer for Personalization
- 17. Define Additional Properties for the Gem (cont’d) Define the X Axis of the Chart Indicate the Desired Slicer(s)
- 19. Complete the Gem and Add It to the Canvas
- 20. Add a Slicer to Filter the Data Adding the Project Type as a Slicer Enables the Consumer to Easily and Dynamically Alter the Chart
- 21. Configuring Slicers on the Canvas
- 22. Additional Information about the Slicer Slicers Are Accessed in the Toolbox and Can Be Added to the Canvas by Dragging and Dropping Them onto the Canvas Multiple Slicers Can Be Added to Quickly Sort Through the Data and Alter the Appearance of the Chart Slicers Can Be Added to the Toolbox through an Intuitive Wizard
- 23. Define the Data Source for the Slicer
- 24. Define the Type of Slicer
- 26. Define the Properties of the Slicer
- 27. The Slicer Appears in the Toolbox
- 29. Displaying a Canvas on the Vision Dashboard Vision Supports the Consumption of a Performance Management Canvas as a Web Dashpart This Web Dashpart Is Added and Configured in Vision Like All Other Web Dashparts A New Web Dashpart Called Performance Management Canvases Is Supported in Vision The Administrator Has the Option to Choose Which Roles Can Consume Each Respective Dashpart
- 30. Adding the Canvas as a Web Dashpart
- 31. Introduction to Security Authentication Authorization • Who are you? • What are you • Are you permitted to authorized to do? access the system? • What are you authorized to access?
- 32. Roles and Security Administrator Project Executive Manager Departmental Departmental Task Manager Manager Manager
- 33. Roles and Security (cont’d) The Performance Management Canvases Access the MSAS Cube for Determining Data Access and Not Vision Roles Data-level Security Can Be Leveraged Regardless of Security Defined in the MSAS Cube Data-level Security Is Engaged Only When Consuming the Canvas as Part of a Web Dashpart in Vision The Canvas Will Determine Access in the Form of a Slicer That Is Based on a Role
- 34. Assigning Security Within DSP DSP Supports the Following Authentication Providers: Anonymous, Basic, NTLM, and Windows Integrated Security
- 35. Assigning Roles DSP Allows the Administrator to Assign Roles Based on the Authentication Provider
- 36. Conclusion Vision Performance Management Is a Powerful Tool to Analyze the Trends in Your Business The Intuitive Canvas Designer Allows Virtually Anyone in the Enterprise to Quickly Chart and Graph Information Implementing a Performance Management Solution Empowers Users to Make Intelligent Decisions
- 37. Q&A
- 38. Call to Action The Following Session Provides Additional Information on the Performance Management Dashboard Capabilities VI-113: Introducing the Deltek Vision® Performance Management Dashboards Visit the Sales Kiosk in the Solutions Pavilion for More Information Contact your Deltek Solutions Development Executive for an Implementation Plan