slide1 l.
Download
Skip this Video
Loading SlideShow in 5 Seconds..
BIN301 Corporate Performance Management the Easy Way Using SharePoint 2010 and PerformancePoint Services PowerPoint Presentation
Download Presentation
BIN301 Corporate Performance Management the Easy Way Using SharePoint 2010 and PerformancePoint Services

Loading in 2 Seconds...

play fullscreen
1 / 29

BIN301 Corporate Performance Management the Easy Way Using SharePoint 2010 and PerformancePoint Services - PowerPoint PPT Presentation


  • 206 Views
  • Uploaded on

BIN301 Corporate Performance Management the Easy Way Using SharePoint 2010 and PerformancePoint Services . Markus Raatz General Manager i xto GmbH. Agenda. PerformancePoint Services in SharePoint 2010 Creating KPIs a nd Scorecards Building Reports a nd Dashboards Conclusion.

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'BIN301 Corporate Performance Management the Easy Way Using SharePoint 2010 and PerformancePoint Services' - mareo


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
slide2

BIN301Corporate Performance Management the Easy WayUsing SharePoint 2010 and PerformancePoint Services

Markus Raatz

General Manager

ixto GmbH

agenda
Agenda
  • PerformancePoint Services in SharePoint 2010
  • Creating KPIs andScorecards
  • Building Reports and Dashboards
  • Conclusion
where is business intelligence in sharepoint 2010
Where is Business Intelligencein SharePoint 2010?
  • Where it used to be:
    • Display Reporting Services Reports in web parts
    • Reporting Services in SharePoint-integrated mode
    • Simple KPI lists (now called status lists)
    • Excel Services: dynamic Excel Reports in a web browser
  • Now also directly integrated:
    • New site template “Business Intelligence Center”
    • PerformancePoint Services (PPS) 2010 is the next generation corporate performance-management application from Microsoft
      • Now a SharePoint 2010 service application
      • End-users can create KPIs and scorecards themselves
      • Interactive reports and analysis in the web
who does what with performancepoint services
Who Does What With PerformancePoint Services?
  • IT
    • Install and configure
    • Create and manage data sources
  • Power-users and developers
    • Create reports
    • Configure PPS elements
    • Publish dashboards in SharePoint
  • End-Users
    • Browse published PPS-dashboards in SharePoint and interact with them
viewing performancepoint dashboards

Viewing PerformancePoint Dashboards

Markus Raatz

General Manager

ixto GmbH

demo

agenda8
Agenda
  • PerformancePoint Services in SharePoint 2010
  • Creating KPIs andScorecards
  • Building Reports and Dashboards
  • Conclusion
create new e lements in sharepoint

All other elements in the PerformancePoint Content library

Create New Elements in SharePoint
  • Create data sources in the Data Connections library

Dashboard Designerwill be launched automatically

data source element
Data Source Element
  • Defines connection to business data used by PerformancePoint applications
  • Types include:
  • Supports Analysis Services 2005 and later
  • Preferred type is Analysis Services
    • Delivers high-performance query results
    • Cubes can be enriched with KPI definitions and referenced by KPI elements
    • Supports interactive features in scorecards and analytic reports
indicator element
Indicator Element
  • Sets of graphics, text, and colors used to define different levels of performance when comparing a KPI actual to target
  • Two types:
    • Centered or Standard
  • Can include 2-10 levels
    • Additionally, all indicators include a No Data level
  • Predefined indicators include:
    • Gauges, Stoplights, Smiley Faces, Progress Bars, Thermometers, and more
kpi element
KPI Element
  • Predefined measure used to track performance of a strategic goal, objective, plan, initiative, or business process
    • For example, Market Share %
  • Compares and evaluates actual to target metrics
scorecard element
Scorecard Element
  • Depicts organizational performance by displaying a collection of KPIs together with performance targets for those KPIs
  • Can be organized hierarchically using:
    • Objectives and non-leaf KPIs
    • Multi-level hierarchies
  • Supports annotations
viewing scorecards
Viewing Scorecards
  • In their web browsers, users can:
    • Interact with the scorecard toolbar (if enabled)
      • Filter by status
      • Modify rollup type
      • Expand/collapse hierarchies
    • Sort metrics
    • Filter metrics
      • By value
      • Top/Bottom N
    • Add or read comments (if enabled)
    • Show details (PPS “Drillthrough”)
    • Analyze using a decomposition tree
creating kpis and scorecards

Creating KPIs and Scorecards

Markus Raatz

General Manager

ixto GmbH

demo

agenda17
Agenda
  • PerformancePoint Services in SharePoint 2010
  • Creating KPIs andScorecards
  • Building Reports and Dashboards
  • Conclusion
report element
Report Element
  • Presents a report
  • Report types are:
    • Data in any report can be filtered by the dashboard
analytic chart and analytic grid
Analytic Chart and Analytic Grid
  • Users can switch between Analytic Chart und Analytic Grid
  • Most chart types supported
  • The design choice determines the initial view
  • Works only with Analysis Servicesdata sources
  • Thank you, ProClarity!
analytic chart and analytic grid user experience in the web browser
Analytic Chart and Analytic GridUser Experience In The Web Browser
  • Interactive toolbar and context menus support:
    • Drill up/down
    • Drill down to (Drill across)
    • Sort
    • Filter:
      • Show Only/Remove
      • Filter values, Top N
      • Remove empty rows/columns
    • Selection of additional measures
    • Analysis using a decomposition tree
    • Modification of report type
    • Show Details (PPS “Drill through”)
    • Launching of cube cell actions
new i n pps 2010 decomposition tree
New In PPS 2010Decomposition Tree
  • An interactive arrangement of bar charts that allows the exploration of contribution relationships
  • Similar to the “Drill Down To”-feature in Analytic Charts or Grids
  • Available from:
    • Scorecard cells
    • Analytic Grids
    • Analytic Charts
  • Uses Silverlight 3.0
  • Thank you, ProClarity!
other report types
Other Report Types
  • Excel Services
    • „Excel Web Access“, displays an Excel workbook or parts of it
  • Reporting Services
    • Renders a Reporting Services report, with or without toolbar
    • Unfortunately poor user feedback provided
  • Web Page
    • Will display any URL!
  • All report types can receive parameters from dashboard filters!
filter element
Filter Element
  • Added to dashboards so that users can modify the view
  • Can relate to multiple dashboards
  • Typically used to filter data
    • Also used to pass values to Scorecard and Report axes
    • Filter types are:
  • Display type configurable:
    • List, Tree, Multi-Select Tree, Calendar Control
dashboard element
Dashboard Element
  • Collection of pages that group related interactive scorecards and reports
  • Is the only item that is deployed to SharePoint
  • Dashboards are assembled from:
    • Filters
    • Scorecards
    • Reports
  • Connections are defined between the assembled items to allow values to be sent and received
creating reports and dashboards

Creating Reports And Dashboards

Markus Raatz

General Manager

ixto GmbH

demo

agenda26
Agenda
  • PerformancePoint Services in SharePoint 2010
  • Creating KPIs andScorecards
  • Building Reports and Dashboards
  • Conclusion
conclusion
Conclusion
  • Possibilities for business users are enormous
    • …if they have the SharePoint Enterprise CAL
  • Self Service in SharePoint, now available for Performance Management
    • See PowerPivot for Excel 2010
  • By all means a useful reporting portal!
session evaluations

Session Evaluations

Tell us what you think, and you could win!

All evaluations submitted are automatically entered into a daily prize draw* 

Sign-in to the Schedule Builder at http://europe.msteched.com/topic/list/

* Details of prize draw rules can be obtained from the Information Desk.

slide29

© 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.