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<Client> Enterprise Project Management

<Client> Enterprise Project Management. Microsoft Project Server 2010 BI Center Reports & Dashboards Developer Training Composed by FirstName LastName Month yyyy. Course Outline. Module 1 Introduction to the Training Module 2 Office Data Connection Concepts

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<Client> Enterprise Project Management

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  1. <Client>Enterprise Project Management Microsoft Project Server 2010 BI Center Reports & Dashboards Developer Training Composed by FirstName LastName Month yyyy

  2. Course Outline • Module 1 Introduction to the Training • Module 2 Office Data Connection Concepts • Module 3 Working with Office Data Connections • Module 4 Excel Services Concepts • Module 5 Working with Excel Services • Module 6 SQL Server Reporting Services Concepts • Module 7 Working with SQL Server Reporting Services • Module 8 PerformancePoint Concepts • Module 9 Intro to PerformancePoint Dashboard Designer • Module 10 Working with PerformancePoint Charts • Module 11 Compose PerformancePoint Reports • Module 12 Create PerformancePoint Dashboards

  3. Module 1 Module 1 Introduction to the Training • Topic 1.1 – Logistics - Class Goals & Guidelines • Topic 2.1 – BI Center Administration Concepts • Topic 3.1– Course Material Outline Module 2 Office Data Connection Concepts Module 3 Working with Office Data Connections Module 4 Excel Services Concepts Module 5 Working with Excel Services Module 6 SQL Server Reporting Services Concepts Module 7 Working with SQL Server Reporting Services Module 8 PerformancePoint Concepts Module 9 Intro to PerformancePoint Dashboard Designer Module 10 Working with PerformancePoint Charts Module 11 Compose PerformancePoint Reports Module 12 Create PerformancePoint Dashboards

  4. Introduction to the Training Topic 1.1 – Logistics - Class Goals & Guidelines Topic 1.2 – BI Center Administration Concepts Topic 1.3 – Course Material Outline

  5. Class Logistics • Class Goals • Minimize time impact upon employees • Cover all material within the allotted time • Provide sound Project Management related training that will aid with the integration of Project Server within the organization’s infrastructure • Have fun! • Class Guidelines • Facilitator will provide hands-on training • Rules of the road • Please be on time for training • A break each hour for 10 minutes (timely return requested) • Turn off (or make silent), cell phones and pagers during class time • For the sake of time, we will add all detailed questions to the “Parking Lot” to be addressed at a later time • Please do not use the system outside of the training plan NOTE: The screen images used in this course have been captured from a Windows 7 environment. Be sure to allow for differences in Menu/Dialog Box Selections when using other Operation System versions (e.g. Windows XP, Vista, etc…).

  6. Introduction to the Training Topic 1.1 – Logistics - Class Goals & Guidelines Topic 1.2 – BI Center Administration Concepts Topic 1.3 – Course Material Outline

  7. BI Center Administration Concepts • The Project Server 2010 BI Center (Business Intelligence Center): • A repository for the storage of Reports • Report Management features • Display of Business Intelligence (Project Management Intelligence) Reports • Dashboards features

  8. BI Center Administration Concepts • Mechanisms used to support analysis and monitoring of Project Management activities: • Reports • Dashboards • Charts • Grids • Scorecards • Key Performance Indicators (KPI’s)

  9. BI Center Administration Concepts • Bundling of developed components into Dashboards for publishing to a SharePoint page. • Available report generation tools: • PerformancePoint Service Application • Visio Graphics Service • Word Automation Services • SQL Server Reporting Services (SSRS)

  10. BI Center Administration Concepts • Training material will focus on the following tools: • Excel Services Application • Report Builder 3.0 • PerformancePoint Service Application • Exercises will support actual tool usage

  11. Introduction to the Training Topic 1.1 – Logistics - Class Goals & Guidelines Topic 1.2 – BI Center Administration Concepts Topic 1.3 – Course Material Outline

  12. Course Material Outline • Module 1 Introduction to the Training • Logistics - Goals & Guidelines • BI Center Administration Concepts • Course Material Outline • Module 2 Office Data Connection Concepts • Introduction to Office Data Connections • Office Data Connections Supporting Information • Office Data Connections Concepts Summary • Module 3 Working with Office Data Connections • Office Data Connections Exercises

  13. Course Material Outline • Module 4 Excel Services Concepts • Introduction to Excel Services • Excel Services Supporting Information • Excel Services Concepts Summary • Module 5 Working with Excel Services • Excel Services Exercises • Module 6 SQL Server Reporting Services Concepts • Introduction to SQL Server Reporting Services • SQL Server Reporting Services Supporting Information • SQL Server Reporting Services Concepts Summary

  14. Course Material Outline • Module 7 Working with SQL Server Reporting Services • SQL Server Reporting Services Exercises • Module 8 PerformancePoint Concepts • Introduction to PerformancePoint • PerformancePoint Supporting Information • PerformancePoint Concepts Summary • Module 9 Intro to PerformancePoint Dashboard Designer • PerformancePoint Designer Exercises • Module 10 Working with PerformancePoint Charts • PerformancePoint Charts Exercise

  15. Course Material Outline • Module 11 Compose PerformancePoint Reports • Compose PerformancePoint Reports Exercise • Module 12 Create PerformancePoint Dashboards • Create PerformancePoint Dashboards Exercise

  16. Module 2 Module 1 Introduction to the Training Module 2 Office Data Connection Concepts • Topic 2.1 – Introduction to Office Data Connections • Topic 2.2 – Office Data Connections Supporting Information • Topic 2.3– Office Data Connections Concepts Summary Module 3 Working with Office Data Connections Module 4 Excel Services Concepts Module 5 Working with Excel Services Module 6 SQL Server Reporting Services Concepts Module 7 Working with SQL Server Reporting Services Module 8 PerformancePoint Concepts Module 9 Intro to PerformancePoint Dashboard Designer Module 10 Working with PerformancePoint Charts Module 11 Compose PerformancePoint Reports Module 12 Create PerformancePoint Dashboards

  17. Office Data Connection Concepts Topic 2.1 – Introduction to Office Data Connections Topic 2.2 – Office Data Connections Supporting Information Topic 2.3 – Office Data Connections Concepts Summary

  18. Introduction to Office Data Connections • Office Data Connections (ODC’s) are: • Provides the data needed to render reports with the appropriate information • Connection information for: • Server • Database • Datasets • Includes the ability to modify data returned • This Module provides foundation information on Office Data Connections

  19. Office Data Connection Concepts Topic 2.1 – Introduction to Office Data Connections Topic 2.2 – Office Data Connections Supporting Information Topic 2.3 – Office Data Connections Concepts Summary

  20. ODC’s Supporting Information • Microsoft has provided the ability to do the following things related to data connectivity in Excel 2010: • Peruse a list of the connections that are used in your workbook • See where those connections are used • Change the properties of the connection • Store the connection files within the Excel Workbook • Store the connection files in a local folder • Store shared connection files in a SharePoint Data Connection Library

  21. ODC’s Supporting Information • The definition of connection as it relates to Excel: “The information needed to uniquely identify an external data source and to connect to that external data source, so that some or all of the external data can be imported into Excel 2010.”

  22. ODC’s Supporting Information • A set of information that includes: • What type of connection this is (i.e. ODBC) • The Server Name (i.e. ServerName ) • The Table Name (i.e. MyTable) • Optional parameters (i.e. Persist Security Info = True), etc… • This information s used by Excel to fetch data.

  23. ODC’s Supporting Information • Workbook Connection: • Connection information that is stored inside an Excel Workbook • Connection File: • Connection information stored in separate file • Microsoft Office 2010 connection file extensions: • “.odc” • Stands for “Office Data Connection”

  24. ODC’s Supporting Information • Project Server 2010 related Excel Services data sources types: • Relational: (Project Server Reporting Database) • Decisional: (14 Project Server Analysis Services OLAP Cubes)

  25. ODC’s Supporting Information • Type selection criterion: • Relational: • Up-to-date data • Superset Analysis Services OLAP Cube Data • Good for cross Table/View relational data queries • Decisional: • Aggregation across dimension(s) • Efficient for reports on time phased data • Lends itself to drilldown reporting • Key Performance Indicators

  26. ODC’s Supporting Information • Relational Data:Is stored in a set of four SQL Server databases: • ProjectServer_Archive • ProjectServer_Draft • ProjectServer_Published • ProjectServer_Reporting. • ProjectServer_Reporting Only Project Server database permitted by Microsoft to support reporting needs

  27. ODC’s Supporting Information • Decisional Data:Maintained in Analysis Services based OLAP Cubes. • 14 OLAP Cubes provided natively contain data extracted from the Project Server Reporting database • Extended calculations are available via MDX (Multi-Dimensional Expressions)

  28. ODC’s Supporting Information • The Project Server 2010 Reporting database schema is available in the Project Server 2010 Software Developer Resource Kit available at: • http://www.microsoft.com/downloads/en/details.aspx?FamilyID=46007f25-b44e-4aa6-80ff-9c0e75835ad9&displaylang=en • Database Schema image displayed on followjg page:

  29. ODC’s Supporting Information

  30. ODC’s Supporting Information • Default Project Server 2010 Data Connection Files: • Simple Project List (SimpleProjectList) • Milestone due This Month (MilestonesDueThisMonth) • Resource Capacity (ResourceCapacity) • Timesheet Actuals (TimesheetActuals) • Deliverables (Deliverables) • Issues And Risks (IssuesAndRisks) • Rejected Project List (RejectedProjectsList) • Top Projects (TopProjects) • Workflow Chart (WorkflowChart) • Workflow Drill Down (WorkflowDrillDown)

  31. Office Data Connection Concepts Topic 2.1 – Introduction to Office Data Connections Topic 2.2 – Office Data Connections Supporting Information Topic 2.3 – Office Data Connections Concepts Summary

  32. Office Data Connections Concepts Summary • Added complexity comes with the BI Center supporting Project Server 2010 reporting • Reports authors need to know conceptual information od Office Data Connection (ODC) functionality • ‘Office Data Connections Concepts’ Module provides foundation supporting information • Exercise Module designed to put concepts into practice

  33. ODC’s Supporting Information • Office Data Connections terms: • External Data Source: A separate database or data file • Connection Information: Info needed to connect to external data • Connection File: Standalone file containing Connection Information • Workbook Connection: Copy of Connection Information within an Excel workbook

  34. Module 3 Module 1 Introduction to the Training Module 2 Office Data Connection Concepts Module 3 Working with Office Data Connections • Topic 3.1 – Office Data Connection Exercises Module 4 Excel Services Concepts Module 5 Working with Excel Services Module 6 SQL Server Reporting Services Concepts Module 7 Working with SQL Server Reporting Services Module 8 PerformancePoint Concepts Module 9 Intro to PerformancePoint Dashboard Designer Module 10 Working with PerformancePoint Charts Module 11 Compose PerformancePoint Reports Module 12 Create PerformancePoint Dashboards

  35. Working with Office Data Connections Topic 3.1 – Office Data Connection Exercises

  36. Office Data Connection Exercises • Refer to Training Workbook for detailed steps • Refer to Step by Step Brief Format document for instructions without the details • Refer to the Quick Reference document for abbreviated instructions

  37. Module 4 Module 1 Introduction to the Training Module 2 Office Data Connection Concepts Module 3 Working with Office Data Connections Module 4 Excel Services Concepts • Topic 4.1 – Introduction to Excel Services • Topic 4.2 – Excel Services Supporting Information • Topic 4.3– Excel Services Concepts Summary Module 5 Working with Excel Services Module 6 SQL Server Reporting Services Concepts Module 7 Working with SQL Server Reporting Services Module 8 PerformancePoint Concepts Module 9 Intro to PerformancePoint Dashboard Designer Module 10 Working with PerformancePoint Charts Module 11 Compose PerformancePoint Reports Module 12 Create PerformancePoint Dashboards

  38. Excel Services Concepts Topic 4.1 – Introduction to Excel Services Topic 4.2 – Excel Services Supporting Information Topic 4.3 – Excel Services Concepts Summary

  39. Introduction to Excel Services • Excel Services Application: • A “SharePoint Service Application” that supports the Excel Services Reporting functionality • In Module: • Introductory information • Concept information • How the Excel Services Application works

  40. Excel Services Concepts Topic 4.1 – Introduction to Excel Services Topic 4.2 – Excel Services Supporting Information Topic 4.3 – Excel Services Concepts Summary

  41. Excel Services Supporting Information • Four Excel Services core components: • Excel Client: • The Microsoft Excel 2010 Client is used to author and publish new reports • Office Data Connections (ODC’s): • Store data connection information • Target Tables or Views • Supports SQL Queries • Supports Secure Store Target Application ID(For Data Connection Library shared ODC’s)

  42. Excel Services Supporting Information • Excel Services: • Provides rendering and interactivity support • Enables sharing of reports with others • Enables filtering of the data in a report dynamically • Secure Store Service: • A SharePoint Server service used to store credentials • Credentials stored in a Target Application Profile • Profiles help avoid authentication issues (double-hop) • Provides control access control to data for a given Target Application Profile

  43. Excel Services Supporting Information • Client Side Elements: • Microsoft Excel 2010 for authoring the reports (Excel 2007 is possible with very much reduced functionality and requires Service Pack 1 or above) • Server Side Elements: • Excel Services • Secure Store Service • Excel Workbooks • Office Data Connections • SQL Server Reporting database • OLAP Cube database(s)

  44. Excel Services Supporting Information • Client / Server Side Diagram

  45. Excel Services Supporting Information • Allows for a variety of sharing scenarios: • Via a web interface using Excel Services • Data can be distributed via XLSX files: • Files can be static snapshots of the web view • Allows sharing broadly • Allows modification of data for own uses • Files can also remain data-connected • Allows the user to refresh the data as needed

  46. Excel Services Supporting Information • Distinct reporting security (separate to PWA): • Report Viewers need not be PWA Users • BI Center uses the native SharePoint Security • PWA Administrator controls BI Center Security: • All PWA members have BI Center read-only access • SQL Security Group: • Used for Report Authors with DB_Reader access rights

  47. Excel Services Supporting Information • Excel Services Security Model Diagram

  48. Excel Services Supporting Information • Excel Services security model ensures: • Data Integrity • Data Quality • BI Center Administrator: • Centrally manages shared resources • Controls user access to corporate intellectual property contained in workbooks

  49. Excel Services Supporting Information • Specified within Excel Services: • Trusted File Locations: • SharePoint Document Libraries • UNC Paths (Shared Network Paths) • HTTP Web sites • Must be explicitly trusted before Excel Calculation Services is allowed to access them • Excel Calculation Services opens workbooks that are stored in trusted file locations only

  50. Excel Services Supporting Information • Trusted Data Providers: • External databases that Excel Calculation Services is explicitly configured to trust when processing data connections in workbooks • Excel Calculation Services processes a data connection only if connection is to a trusted data provider. • Trusted Data Connection Libraries: • SharePoint Document Libraries • Contain Office data connection (.odc) files • ODC’s used to centrally manage connections to external data sources • Can be configured to require ODC files for all data connections • Data connection libraries must be explicitly trusted

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