performancepoint overview
DESCRIPTION
PerformancePoint Overview: SharePoint BITRANSCRIPT
© 2013 Impact Analytix, LLC
PerformancePoint Developer Basics
Jen UnderwoodFounder & Principal ConsultantImpact Analytix, LLC
© 2013 Impact Analytix, LLC
Agenda
o Overviewo Data Sourceso Workspaceso Reports and Itemso Dashboardso Filters and STPS Expressionso Publishingo MOSS Integrationo Additional Training Resources
© 2013 Impact Analytix, LLC
PerformancePoint Overview
•SharePoint service application • Needs to be configured by MOSS administrator • Activated on MOSS Sites
•PerformancePoint combines a variety of assets • Scorecards• Dashboards• Management Reporting • Analytics• Visio Data-Driven diagrams • Third-Party Applications
© 2013 Impact Analytix, LLC
PerformancePoint Overview
• PerformancePoint bridges gaps to connect varied MOSS data sources• Analysis Services, ODBC, Excel Services, tabular data sources as multidimensional,
SQL Server tables, and MOSS Lists
• Publish Dashboard pages to SharePoint or use Web Part • PerformancePoint Dashboard Item web part• “Hook” up parts with Filters
• Develop in Dashboard Designer, a “click-once” application • Allows user to “save” filter options for truly personalized dashboards• PerformancePoint allows for some very creative and powerful BI
implementations when fully leveraged
© 2013 Impact Analytix, LLC
PerformancePoint Overview
© 2013 Impact Analytix, LLC
PerformancePoint Overview
Filter
SSRS Report
PPS Dashboard Item
Analytic Chart
Data Sources
PPS Items
Dashboard Designer
© 2013 Impact Analytix, LLC
Data Sources
o PPS shines with multi-dimensional data sourceso PowerPivot models can be used and are seen as a multi-dimensional sourceo Tables, Queries, Excel, ODBC and SharePoint Lists can pivot
into multi-dimensionalo Excel data connections require named tables, items similar Excel Services o Excel 2010, 2007 for import or edit to create, Excel 2003 use ODBC data sourceo PPS only understands dimensions and measureso Can create aggregations and KPIs on Excel and tabular sources
o Configuration varies for source typeso Permission (Reader, Editor), o Connectiono Cache
o Time Intelligenceo Map data source Time dimension to
PPS for PPS Time functions and STPS expression language
© 2013 Impact Analytix, LLC
Data Sources
o User must have access to data source to be able to connect to and configure the data source within Dashboard Designer
o Various types of permissions depending upon data source typeo MOSS 2010 document library permissions integration of data source definitionso Administrator has complete control over the dashboard datao Data Source Manager can create and delete data sources and publish data sourceso Creator can create KPIs, scorecards, and indicators and publisho Power Reader has read-only access to all dashboard elements
o Detailed information on permissions by data source can be reviewed athttp://technet.microsoft.com/en-us/library/ff928315.aspx
© 2013 Impact Analytix, LLC
Workspaces
o Server and Local Workspace (.bswx)o Publish to PPS document libraryo Save work locally via a .bswx fileo Double-click Server item to bring it
and dependent items to a Local Workspace
o Click the Refresh button to get Server content if empty
o Publish to SharePoint or Publish All o Six general areas
o Dashboardo KPIo Scorecardo Reporto Data Source o Indicator
Get Server Content
Best Practice is to always publish updated items back to Server to avoid having local PerformancePoint workspace copies overwritten
© 2013 Impact Analytix, LLC
Workspaces
Server
Local
Development Areas
Ribbon Menus
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Reports and Itemso Analytic Charts and Grids
o Good for exploring multi-dimensional data sources, drilling up, down and acrosso Interactive bar, line and grid chart view of an Analysis Services data source o Simple development using drag and drop with optional MDX Editor and parameterizationo Beware custom MDX and parameter reports might not drill-down and acrosso Limited custom display features, clunky parameters, no point labeling or custom coloringo User training required, Analytic charts navigation is not intuitive for most users
o Excel Services o View of an Excel Services workbook stored in Report Libraryo PPS Time Intelligence on Excel must use column data type of dateo Used named tables, items and parameters in Excel for PPS linking
o Spreadsheet o Creates a spreadsheet report
o SQL Server Report o References Native or Integrated Mode Reporting Services report
o Strategy Map o Visio report requires a scorecard to displays KPI colorso Can get very creative with Visio data-driven diagrams
o URLo My favorite web part to really get creative and sophisticated
© 2013 Impact Analytix, LLC
Reports and Items
o KPIs Indicators o Stoplights, gauges, progress bars, smiley faces,
thermometers, trends, road signs and custom symbolso Define thresholds, scoring patterns and indicatorso Map data for each KPI to a specific data set o Do not confuse with MOSS KPIs
o Scorecardso Contains a list of KPIso Comments can be added to cellso Filters can be applied to dynamically display associated
Analytic Chart and Grid datao Objective KPIs rolls up other KPIso Rollups allow grouping KPIs by average weighted,
worst performing, and indicator
© 2013 Impact Analytix, LLC
Dashboards
o Preview and publish o Dashboard content placed in PerformancePoint zones o Optional Filters are added and linked to the Dashboard content
o Design with “end points” and linking in mind
o Dashboard then deployed to MOSS o Displaying Dashboard content in MOSS gets a little confusing
o PerformancePoint content is deployed after placement into a PerformancePoint Dashboard container
o PerformancePoint content is selectable as individual PerformancePoint web part items in MOSS from a parent PerformancePoint Dashboard container
o Placing multiple PerformancePoint web parts replicates a PerformancePoint Dashboardo PerformancePoint filtering is applied across multiple PerformancePoint web parts only when the
same content is encapsulated and filtered within a PerformancePoint Dashboard container
© 2013 Impact Analytix, LLC
Filters and STPS Expressions
o Do not confuse with MOSS Web Part Filters –these are different
o Defined Filters Objectso MDX Query : Custom MDX code to perform filteringo Member Selection : Specified dimension members to appear in a choice listo Named Set : A defined Analysis Services Named Set as a filtero Tabular Values : Define Excel, SQL Server table or MOSS Lists values as a filtero Time Intelligence and Time Formula
o Applies and maps Time dimension memberso Analysis Services Time dimension must truly be defined as a Time dimension
o Analytic Chart or Grid Background Itemso Need entry point for filters that also requires
Dimension placement on background
o Reporting Services o Pass filters to shown parameterso Pass cell values from PPS dashboard linked cell value to parameters
© 2013 Impact Analytix, LLC
Filters and STPS Expressions
o Simple Time-Period Specification (STPS) is a basic syntax for Time Intelligence Filter Link Formulaso Specify offsets and ranges from named date and PPS translates it to MDXo Examples
o Year – 1o Month:Month+5
o Time Intelligence Post Formula Calendar executes an MDX formula using selected date as the start date
o Expression reference via Help in Dashboard Designer
STPS Formulas
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Publishing
o Data Manager Permission or higher required to Publisho Preview or Publish o MOSS publishing options
o Enter SharePoint Site URL, Document Library and choose a Master Page to export to an html pageo Publish to PPS then us Edit page in MOSS, add PerformancePoint web part items, connect to PPS
filters and configure web part settings
o Scorecards, analytic reports and strategy maps can be exported o Excel (static view)o PowerPoint (static view)
© 2013 Impact Analytix, LLC
PerformancePoint MOSS Integration
o Known Issues o PerformancePoint development can be confusingo Cover the PerformancePoint Workspaces (.bswx ) check out, modification and approval workflow in report
publishing governance processes o Save and version PerformancePoint workspace (.bswx ) files for back upso PerformancePoint does not have Alerts for users like Reporting Services but
there is a CodePlex project with Alerting that can be usedo Security between all the various parts can be challenging!
o MOSS 2010 Improvementso PerformancePoint is now directly integrated into MOSS 2010 o No more multiple product installationso No more separate Monitoring Central Web siteo Report Library menus contain Dashboard Designer options like Reporting Services Integrated Mode Report
Library menus in MOSS 2007o Trend Analysis, PivotChart and PivotTable features are no longer supported
© 2013 Impact Analytix, LLC
PerformancePoint MOSS Integration
o Dashboard Designero PPS Deployed Reports
o Application level securityo Connection per usero Custom data option
o Reporting Serviceso Credentials stored Security
o Excel Serviceso Unattended execution settings
o Kerberos
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Additional Resources
o F1 PerformancePoint Designer Help
o PerformancePoint Training Web Siteso http://office.microsoft.com/en-us/training/HA103523901033.aspxo http://office.microsoft.com/en-us/performancepoint/FX102380591033.aspx
o Web Casts!!!o http://www.microsoft.com/business/performancepoint/resources/webcasts.aspx
o PerformancePoint Team MSDN blog: o http://blogs.msdn.com/performancepoint/default.aspx
o Office PerformancePoint Server technical library: o http://technet.microsoft.com/en-au/library/bb794633.aspx
o Project REAL—Business Intelligence in Practice:o http://www.microsoft.com/sql/solutions/bi/projectreal.mspx
© 2013 Impact Analytix, LLC
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