Advanced Dashboard Creation Using PerformancePoint Services

Jason BurnsProgram ManagerMicrosoft

Introduction & Agenda

Interactivity with Filters and Web Part Connections

Using External Reports with PerformancePoint Dashboards

Fun with Scorecards and Indicators

Wrap Up & Questions

Before we get started….

SQL Server Analysis ServicesCubesOLAP

PerformancePoint Technologies

Who, Why, What?

Whiz at ExcelComfortable in SharePoint

HeidiWants to compare Movie Sales and Reviews.What movies are making the most money?What do the viewers think of those movies?

Where is the data?Two SharePoint Lists

Movie Sales Data by Day

Movie Review Data by Movie

What Heidi Wants

Top 5 Movies by Sales with Average Review Score

Movie Gross Sales Average Review

Fast Five $200,974,868.00 3.5

Insidious $96,454,976.64 3.5

Rio $68,224,731.80 3.9

Madea’s Big Happy Family $40,682,377.90 2.9

Water for Elephants $37,068,132.50 3.3

Fun with Scorecards and Indicators

Topics

Create Custom Indicator in Dashboard DesignerCreate a KPI from a SharePoint ListCreate a ScorecardAdd Scorecard to Dashboard

What Heidi Really Wants..

Show Gross Sales in MillionsShow Average Review with Stars

Movie Gross Sales Average Review

Fast Five $200 M

Insidious $96 M

Rio $68 M

Madea’s Big Happy Family $40 M

Water for Elephants $37 M

demo

Just The Beginning: Fun with Scorecards and IndicatorsJason BurnsProgram ManagerOffice BI, Microsoft

Recap and Resources

Create a KPI Indicatorhttp://office.microsoft.com/en-au/performancepoint-server/create-a-kpi-indicator-HA010247659.aspxLearn about PerformancePoint Scorecardshttp://office.microsoft.com/en-au/sharepoint-server-help/learn-about-performancepoint-scorecards-HA101774756.aspx?CTT=1

Using External Reports with PPS Dashboards

Topics

Overview of Reporting OptionsAdd an Excel Services ReportAdd a Reporting Services ReportAdd a Web Report

What Other Reports Can I Use?

Excel ServicesProClarity AnalyticsReporting ServicesVisio Strategy MapWeb Page Reports*

Adding an Excel Services ReportInspired by Excel MVP Purna Duggirala (Chandoo.org)http://chandoo.org/wp/2011/04/07/show-details-on-demand-in-excel/

This can be our Scorecard!I bet I could do this with Excel Services!

demo

Baby Steps: Using Excel Services Reports with PerformancePoint DashboardsJason BurnsProgram ManagerOffice BI, Microsoft

Adding a Reporting Services Report

Movie Review Data by Movie

I want to see the review text with the details!

demo

Baby Steps 2: Using Reporting Services Reports with PPS DashboardsJason BurnsProgram ManagerOffice BI, Microsoft

Adding a Web Report

Would be cool if I had these on my dashboard too!

demo

Baby Steps 3: Using Web Reports with PPS Dashboards

Jason BurnsProgram ManagerOffice BI, Microsoft

Recap and Resources

Overview of Excel Services Reports in PPS Web Partshttp://technet.microsoft.com/en-us/library/gg482034.aspxOverview of Reporting Services Reports in PPS Web Partshttp://technet.microsoft.com/en-us/library/gg576961.aspxOverview of Web Page Reports in PPS Web Partshttp://technet.microsoft.com/en-us/library/ff724284.aspx

Interactivity with Filters and Web Part Connections

PPS Dashboard

Reporting Services Report

Excel Services Report

Web Report

PPS Scorecard

Filter

Web Part and Filter Connection Facts..

A PPS Dashboard is a SharePoint Page with Zones and Web PartsAll PerformancePoint Scorecards, Reports and Filters are Web PartsPPS Web Parts use the SharePoint Web Part Connection FrameworkWeb Part Connections can be made end edited in Dashboard Designer or in the browser*

Be Careful Editing PerformancePoint Dashboards outside Dashboard Designer. If you redeploy your Dashboard from Dashboard Designer, changes you made in the browser will be lost!

!

Power Pivot

demo

Using PowerPivot as a Data Source

Jason BurnsProgram ManagerOffice BI, Microsoft

demo

Getting our Hands Dirty: Adding a filter to a Dashboard

Jason BurnsProgram ManagerOffice BI, Microsoft

demo

Getting our Hands Dirty: Connecting a Scorecard our Reports

Jason BurnsProgram ManagerOffice BI, Microsoft

Recap and Resources

Create a PowerPivot Data Connectionhttp://technet.microsoft.com/en-us/library/ff191197.aspxCreate a Dashboard Filter using Dashboard Designerhttp://technet.microsoft.com/en-us/library/gg410940.aspxConnecting Filters to Reports or Scorecards with Dashboard Designerhttp://technet.microsoft.com/en-us/library/ff535781.aspx

What we’ve covered…

Scorecards on SharePoint DataAlternatives to PPS Analytic ReportsInteractivity and Connectivity

Questions???

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