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Building PerformancePoint 2007 solutions Monitoring & Analytics Stephen Van de Walker Handy Program Manager, Microsoft PerformancePoint Nick Barclay Senior Solution Specialist, SDM

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Agenda PerformancePoint Server 2007 ProClarity, BSM, and PerformancePoint Roadmap ProClarity 6.3 (Brief) PerformancePoint Server Monitoring and Analytics v1 Features Extensibility System Requirements Migration and Integration Timeline

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4 Monitor What happened? What is happening? Analyze Why did it happen? Continuous business improvement, not just an annual exercise PerformancePoint Server 2007 Better Execution on Strategy Plan What will happen? What do I want to happen?

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Office SharePoint Server 2007 SQL Server 2005 SQL Server 2005 Integration Services SQL Server 2005 Reporting Services Microsoft Business Intelligence SQL Server 2005 Analysis Services Office Excel 2007 Business Scorecard Manager 2005 ProClarity Analytics 6 BI Platform Performance Management Applications

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Office SharePoint Server 2007 SQL Server 2005 SQL Server 2005 Integration Services SQL Server 2005 Reporting Services BI Platform Performance Management Applications Microsoft Business Intelligence SQL Server 2005 Analysis Services Office Excel 2007 PerformancePoint Server 2007

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Business Scorecard Manager, ProClarity, and PerformancePoint Server ProClarity Analytics 6.2 ProClarity Analytics 6.3 Business Scorecard Manager 2005 PerformancePoint Server 2007 (v1) PerformancePoint Server v2 Available Today March 2007 November 2007 Office 14

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ProClarity Analytics 6.2 ProClarity Analytics 6.3 Business Scorecard Manager 2005 PerformancePoint Server 2007 (v1) PerformancePoint Server v2 Available Today March 2007 November 2007 Office 14 Business Scorecard Manager, ProClarity, and PerformancePoint Server

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ProClarity Analytics 6.3 ProClarity Analytics 6.3 is being developed so that customers can easily purchase ProClarity software through Microsoft channels, and consolidate support and maintenance (via Microsoft support and Software Assurance). ProClarity Analytics 6.3 contains security and stability enhancements and support for new Microsoft products (IE 7, Vista, Office 2007). ProClarity Analytics 6.3 products are available through Microsoft Volume Licensing and downloadable on MSDN

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Business Scorecard Manager, ProClarity, and PerformancePoint Server ProClarity Analytics 6.2 ProClarity Analytics 6.3 Business Scorecard Manager 2005 PerformancePoint Server 2007 (v1) PerformancePoint Server v2 Available Today March 2007 November 2007 Office 14

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PerformancePoint Server 2007 Monitoring and Analytics (M&A) Combine scorecards and reports to create a formal performance dashboard experience optimized to bring rapid visibility of corporate performance against plan to all users. Version 1.0 Focus

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PerformancePoint Server 2007 Monitoring and Analytics v1 Monitor, Measure, and Analyze Business Performance Access data from a variety of resources bringing rapid visibility of corporate performance against plan to all users Centrally managed and secure business definitions Provide non-technical users with a simple, powerful interface for monitoring and managing metrics Promote understanding of data through interactive analytic views Empower users through the delivery of dashboards Enable metrics-based reporting across SharePoint Services and Excel

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PPS M&A v1 Release Highlights Dashboards Dashboard Designer Filters New Scorecard Capabilities Import Analysis Services KPIs Export to Excel from Dashboards New Report Types Thin, Interactive OLAP Charts Thin, Interactive OLAP Grids Strategy Maps Data Mining Trend Charts Excel Services

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PPS M&A v1 Release Highlights New data sources Excel 2007 Excel Services SharePoint lists SAP BW 3.5 Enhanced User Experience Bulk Editing Analytic View Designer Time Intelligence Extensibility

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Scorecards Key Capabilities Represent performance in an intuitive, transparent way to the enterprise New scoring and roll-up types Counts Worst score Dynamic slicing of matrix- style scorecards for multiple data sources Improved KPIs (over BSM) Actuals from one data source, targets from another Column level scoring More indicators Communicate aggregated status of key performance indicators sourced from data throughout the enterprise to the entire organization.

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Scorecard Editor Key Capabilities Add multiple elements to scorecards KPIs Metrics (actuals and multiple targets) Properties Dimension members Aggregation columns and rows (sum, counts, etc.) Named sets Custom formula Drag and drop editing Enhanced formatting Improved scorecard wizards Real-time preview of scorecard as it is created Rapidly design and visualize informative scorecards using an intuitive, discoverable WYSIWYG editor experience.

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Analytic Charts Key Capabilities Drill Up/Down Drill Down To (Cross Drill) Expand/Collapse Pivot Show Details (Drill to Detail) Tooltips for data points Show chart data in a grid Export to Excel Show in New Window Present Analysis Services 2005 queries in chart views tailored for dashboard displays. Explore the data through drilling to understand driving factors.

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Analytic Grids Present Analysis Services 2005 queries in grid views tailored for dashboard displays. Explore the data through drilling to understand driving factors. Key Capabilities Drill Up/Down Expand/Collapse Pivot Show Details (Drill to Detail) Drill Down To (Cross Drill) Export to Excel Show in New Window Smart column header and label shortening Tooltips with full header label Customizable grid formatting with CSS

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Analytic View Designer Key Capabilities Drag and drop hierarchies Select members and measures Navigate through hierarchies Preview view Add filters Use MDX mode Design Analysis Services 2005 queries using navigation, query layout, and member selection.

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Additional Reports ProClarity 6.3 Views Office Web Components (OWC) Pivot Charts Pivot Tables Spreadsheets Web page reports SSRS reports (Scorecards can be exported to SSRS) Custom

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Data Sources Key Capabilities Excel 2007, SharePoint lists as tabular data sources Define dimensionality on tabular source columns Create KPIs from Excel worksheets Create or map data to common calendar for use with time intelligence Data Source Connectivity Excel Excel Services SharePoint Lists SQL Server Analysis Services SAP BW ODBC Extensible Access and combine data from a variety of resources bringing rapid visibility of Corporate Performance against Plan to All Users

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Strategy Maps Key Capabilities Displays KPI status on Visio objects Uses PPS scorecard KPIs Integrated smart stencils Any Visio stencil can be used Visually combine your organizations overall strategy with its performance goals, status, and related data.

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Trend Charts and Analysis Key Capabilities Forecast data using scorecards and KPIs Set number of periods to forecast Set data mining algorithm parameters Forecast values using the historical performance of scorecard data. Use SQL Server data mining algorithms to generate projections.

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Time Intelligence Key Capabilities Map time homogeneously across all sources of data Simultaneously slice time for more than one data source Enable dynamic operations from current period Easy and robust method of specifying sets of time periods Allows time periods to be defined at different degrees of granularity for reports within the same dashboard Easily add time intelligence to scorecards, analytic views, and reports using data from multiple data sources with dashboard and KPI filters. Scenarios Current period Year-to-date operations Ranges Starting, ending periods Extensible

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Filters Key Capabilities Add filters to dashboard zones and link to items Directly implement time intelligence with filters Use a fixed value list from tabular data sources Use dynamic list based on MDX queries Designate display and return columns Set default values Override filters with custom MDX or time intelligence formula for individual report views Explore and compare performance across views and reports by choosing items from filter lists. Linked views and reports update together.

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Dashboards Key Capabilities Interactive, visual displays of performance data Reports from multiple data sources Integrated with SharePoint Parameterized using filters Customized using SharePoint Master Pages and CSS Easily deliver aggregated, interactive views of your performance metrics and data to all your stakeholders and decision makers.

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Dashboard Designer Key Capabilities Add multiple item types Scorecards Charts Grids Strategy Maps Other Reports Drag and drop items to canvas Coordinate views with filters Use flexible zone layouts Preview Deploy solutions to SharePoint Quickly design and deploy compelling dashboards using layout templates and an intuitive drag-and-drop interface.

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Export to Excel 2007 Key Capabilities Export scorecards, analytic grids, analytic charts, and strategy maps to Excel 2007 Export directly from dashboards

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Extensibility Extend the system to integrate with Enterprise solutions. Data Source Connectivity Extend the design time and run-time connectivity to custom data sources. Includes custom parameter user interfaces. Reports TypesEnables the ability to integrate and display custom views of data. TemplatesProvides the ability to define and package custom dashboards that target vertical markets. For more information about extensibility, come to the How to Extend Microsoft Office PerformancePoint 2007 presentation later this afternoon.

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System Requirements ConsumerInternet Explorer Version 7 Office Web Components 2003 Office Excel 2003/2007 (Optional: Export Scenarios) Office Visio Viewer (Optional: Strategy Maps) Dashboard DesignerWindows Vista, Windows XP SP2 Office Web Components 2003 Office Excel 2007 (Optional: Data Source, Export Scenarios) Office Visio (Optional: Strategy Maps).NET Framework 2.0

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System Requirements Monitoring ServerWindows 2003 SP1, Longhorn Server SQL Server 2005 SP2, ADOMD.NET 9.0, OLE DB for OLAP 9.0 SQL Server 2005 SP2 Reporting Services (Reporting Services Integration Scenarios) Windows SharePoint Services 3.0.NET Framework 2.0 Office Visio (Optional: Strategy Map Deployment)

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Migration and Integration Migration ProClarity 6.2 content will migrate to ProClarity 6.3 BSM 2005 scorecards will migrate to PPS v1 ProClarity 6.3 to PPS migration will be provided in PPS v2 Integration PPS customers may continue to use ProClarity 6.3 for Business Analytics ProClarity 6.3 will integrate with PPS v1 ProClarity Analytics 6.2 ProClarity Analytics 6.3 Business Scorecard Manager 2005 PerformancePoint Server 2007 v1 PerformancePoint Server 2007 v2 Available Today March 2007 GA - Nov 2007 Office 14

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PerformancePoint Server 2007 Timeline CTP 1 Scorecard Enhancements CTP 2 Dashboards Available TodayJune 2007 GA November 2007 Scorecard and designer enhancements Data sources Strategy maps Dashboards Dashboard Designer Filters Analytic charts & grids Monitoring and Analytics Functionality Time Intelligence View navigation Analytic View Designer Export to Excel Usability Excel Services CTP 3 Light Analytics

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Thank you for your time!

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Copyright 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.