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BI and Reporting using Project Server and SharePoint

SESSION CODE: OFS311. Marc Soester Managing Director IPMO Pty Ltd. BI and Reporting using Project Server and SharePoint . Agenda Agenda Subtitle. Dashboard Why and How Information Flow Data Source Tools Excel Services Reporting Services Performance Point Services Puzzle it together

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BI and Reporting using Project Server and SharePoint

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  1. SESSION CODE: OFS311 Marc Soester Managing Director IPMO Pty Ltd BI and Reporting using Project Server and SharePoint (c) 2011 Microsoft. All rights reserved.

  2. AgendaAgenda Subtitle • Dashboard • Why and How • Information Flow • Data Source • Tools • Excel Services • Reporting Services • Performance Point Services • Puzzle it together • Summary • Questions (c) 2011 Microsoft. All rights reserved.

  3. Why Dashboards? (c) 2011 Microsoft. All rights reserved.

  4. Dashboard how? (c) 2011 Microsoft. All rights reserved.

  5. Project and Portfolio Management for SharePoint Synch to SharePoint Sites Demand Management Composites Communities BI & Reporting Portfolio Selection Insights Content Project Team Collaboration Resource Management The Business Collaboration Platform for the Enterprise and the Web Search Schedule Management

  6. Project Server 2010 BI Data Source Relational • Project Server reporting DB Analytical - Departmental OLAP Cubes

  7. Project Server Data flow Transaction Reporting and Analysis Project Professional SharePoint® User Interface PWA Other Reporting Data Source Process SharePoint Draft Database Architecture Archive Publish Report OLAP On Publish On Process

  8. SQL Reporting Database • Predominant usage is Standard Reports • Printable Reports (Status Report) • Real Time Reporting Project Server 2010 • Project Schedule Data • Global Resource Data • Timesheet Data • Some SharePoint Risks, Issues • Demand Management Data Report DB

  9. Analytic Data Database (OLAP) • Predominant usage is Analysis and Ad-Hoc Reports • Not Real-time, updated based on process • Pivot Table functionality • Analysis on numbers, not text Based on Departments

  10. The Reporting Tools Microsoft Confidential

  11. Project Server Business Intelligence • Out of the Box Business Intelligence • Predefined Data Connections ( ODC ) • Relational and • OLAP • Predefined Templates • Excel Services Reports • Predefined Sample Templates (c) 2011 Microsoft. All rights reserved.

  12. Demo Business Intelligence

  13. Build a Dashboard - Demo We build a Dashboard from scratch • Utilising Project Server’s Data source we: • Develop Excel Services Report • Develop Reporting Services Report • Develop Performance Point Services Report • Develop Global filters • Puzzle it together • Create a Dashboard • Publish to Audience • Project Server Business Intelligence Centre (c) 2011 Microsoft. All rights reserved.

  14. Excel Services Integrated Excel-Based Reporting • Out-of-the-Box Project Server 2010 Business Intelligence • Excel is the most widely used reporting tool • Interactive and data-driven reports • Pre-defined reports for dashboards • Pre-connected templates for quick report creation • Automatic template creation • Business Intelligence Center

  15. How Does It Work? Project Web Access -> Business Intelligence Center Excel Workbook Excel Services Secure Store Application Profiles Office Data Connection Database Server Relational Analytical

  16. Demo Excel Services

  17. Reporting Services Print your reports • Microsoft® SQL Server® 2008 Reporting Services • Create your printable report in pdf, xlsx, docx… • Reports accessible through browser • Reporting power to the user – Report Builder 2 or 3 • Subscribe to your report Reporting Services 2008 R2 will give you additional charting controls

  18. Reporting Services Print your reports • Audience for Report Generation: • Report Developers / Business Users • Client Tools: • Microsoft® Visual Studio® 2008 and Visual Studio® 2010, Report Builder 3.0 • Web Tools: • Report Viewer • General Purpose • Printable Reports

  19. Why Report Builder ? • Power users do not require Visual Studio • More intuitive to use • Almost the same functionality as Visual Studio • Easy installation to desktops Microsoft Confidential

  20. Demo Reporting Services

  21. PerformancePoint Services Create your dashboard • SharePoint Insight: • Interactive and data- driven dashboards • Create Scorecards from multiple data sources • Strong visualization of consolidated data • Root cause identification with drilldown option • Brings all technologies together

  22. PerformancePoint Create your dashboard • Audience for Report Generation: • Business Users / Report Developers • Client Tools: • Dashboard Designer and Web Parts • Web Tools: • Dashboard • General Purpose • Dashboard, Key Performance Indicators, Scorecard, Visual Indicators

  23. Dashboard Designer • Desktop tool with rich UI • Based on PerformancePoint • Creates Data connections • Creates Data content • Brings different reporting technology together Microsoft Confidential

  24. Demo PerformancePoint Services

  25. Puzzle it together X` (c) 2011 Microsoft. All rights reserved.

  26. Demo Puzzle it together

  27. Summary Chose the right tool for the right job Understand your Data Source Involve the end user in the report development Project Server 2010: great data source ! SharePoint Server 2010: great reporting and Dashboard tools ! Microsoft Confidential

  28. Questions? (c) 2011 Microsoft. All rights reserved.

  29. Content Slide • 3rd Annual Community SharePoint Conference • Business and Technical Tracks, all levels • Superb Internationally Renowned SharePoint Experts • Discount for Tech.Ed attendees - $675.00 (full price $795.00) • Register: www.sharepointconference.com.au • Enter Discount Code TECHED

  30. Enrol in Microsoft Virtual Academy Today Why Enroll, other than it being free? The MVA helps improve your IT skill set and advance your career with a free, easy to access training portal that allows you to learn at your own pace, focusing on Microsoft technologies. • What Do I get for enrolment? • Free training to make you become the Cloud-Hero in my Organization • Help mastering your Training Path and get the recognition • Connect with other IT Pros and discuss The Cloud Where do I Enrol? www.microsoftvirtualacademy.com Then tell us what you think. TellTheDean@microsoft.com

  31. Resources • www.msteched.com/Australia • Sessions On-Demand & Community • www.microsoft.com/australia/learning • Microsoft Certification & Training Resources • http:// technet.microsoft.com/en-au • Resources for IT Professionals • http://msdn.microsoft.com/en-au • Resources for Developers (c) 2011 Microsoft. All rights reserved.

  32. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. (c) 2011 Microsoft. All rights reserved.

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