Microsoft Office PerformancePoint Server 2007

1. Microsoft Office PerformancePoint Server 2007 Planning Module Sony Jose sjose@solidq.com

2. Overview • Data Models and Rules to support the range of business models used in organizations. • Utilizes Microsoft Office Excel as the end-user interface for planning, budgeting, and forecasting. • Built on top of Microsoft SQL Server 2005 tools suite including Relational Engine and SSAS.

3. Data Model • Supports Business Models. • Facilitates Planning • Budgeting: Income, Expense, etc. • Forecast: Sales, Inventory, etc. • Supports Rules for • Cost Allocations • Inter-company Reconciliation • Consolidation • Currency Conversion

4. Excel Interface • Provide everyone with a single, easy-to-use Excel interface. • Supports Excel functions and macros. • Almost no learning curve for the end Business Users.

5. SSAS User Input Planning Business Modeler HR Data Flow Actual SQL 2005 RDBMS Oracle Enterprise Systems Plan Assets Architecture • Built on the strengths of SQL Server 2005 Relational Engine and SSAS. • Enterprise Level Scalable Architecture

6. Components • Architecture/System Main • Business Modeler • Rules and Calculations (PEL, MDX) • Forms/Reports • Data Integration

7. Demo

8. Architecture/System Main • Server Architecture • Planning Process Service • Install and Deployment Scenarios • CMD Line tools • Migration and Upgrade • Server level user access • Global Administrator • User Administrator • Modeler

9. Business Modeler • Data Models • Dimension Structures • Cycles/Assignments • Associations • Security • Deployment of Models

10. Rules and Calculations (PEL, MDX) • PEL – PerformancePoint Expression Language • Business Calculations • Financial Calculations • Cross Model Allocation Rules • Currency Conversion Rules • Parameters, Variables, Ranges

11. Forms/Reports • Excel Add-In • Assignment Input • Review and Approval • Executing/Running of Jobs • Formatting (Excel 2003 & 2007) • Programmability (Macros)

12. Data Integration • Data Load (Initial) • Data Load (Continuous) • Outbound • Referential Integrity (Dimensions and Fact) • Stored Procedures for Data Load • Can be automated with SSIS

13. Benefits • Imports data from multiple sources, including multiple general ledger systems. • One version of truth: Feeds data automatically into a centralized, trusted data store. • No more e-mails flying around with sensitive budget data in attached spreadsheets. • Standardized business rules and processes. • Security: Ensures that people only see appropriate and relevant information. • Track changes automatically • Manage planning and budgeting processes

14. Enhances the Relationship Between the Business and IT • Business Users manage the application • Rules – e.g. allocations, business relationships, alerts • Workflows – e.g. planning and forecasting cycles • Content – e.g. accounts, business views, roll-ups • IT centrally manages security and information • Increased business flexibility, declarative model based applications, and reduced development time.

15. Additional Features • Handle Top Down as well as Bottom Up Forecasts. • Easily configurable Planning (Budget/Forecast) templates. • Ability to have centralized IT/Data administration. • Easy adaptation of future organizational changes. • Easy Integration with other systems. • Near-Real time interface to other systems. • Personalized User roles and Security capabilities. • Handle multiple currencies. • Can support and save text. • Support multiple iterations/versions of plan. • Have Offline capabilities. • Robust data validation. • Locking of plan data in a multi-user environment. • Automatic locking of plan data after submission. • Integration of sub-plans into an overall enterprise plan. • Standard set of Operational Reports • Real time reporting • Capability to handle costs and Head Count forecast

16. Questions??