End-to-End PerformancePoint Services

Peter MyersMentorSolidQ

DBI325

Presenter Introduction

Peter MyersMentor, SolidQBBus, MCITP (Dev, DBA, BI), MCT, MVP14 years of experience designing and developing software solutions using Microsoft products, today specializing in Microsoft Business IntelligenceBased in San Franciscopmyers@solidq.com

Agenda

Introducing PerformancePoint ServicesDescribing the PPS AudienceIntroducing the PPS ElementsCreating PPS SolutionsDemonstration

Introducing PerformancePoint Services

PerformancePoint Services (PPS) 2010 is the next-generation Performance Management (PM) application from MicrosoftDelivered as a SharePoint 2010 (Enterprise Edition) service applicationSupports rich KPI and scorecard definitionsDelivers interactive dashboard capabilities in a zero-footprint Web browser

Describing the PPS Audience

IT professionalsInstall and configure PPSDevelop, secure, and manage business data sources

Power users (and developers)Create lists and libraries of PPS itemsPublish dashboards

Information workersBrowse and interact with published PPS dashboards in SharePointExport scorecards and reports to Excel or PowerPoint

Introducing the PPS Elements

Data SourceIndicatorKey Performance Indicator (KPI)ScorecardReportFilterDashboard

Introducing the PPS ElementsElement Relationships

MonitoringAnalytics

Creating PPS Solutions

Creating Data SourcesCreating IndicatorsCreating KPIsCreating ScorecardsCreating ReportsCreating FiltersAssembling and Publishing Dashboards

Creating Data Sources

Defines connection to business data used by PerformancePoint applicationsTypes include:

Supports Analysis Services 2005 and laterPreferred type is Analysis Services:

Delivers high-performance query resultsCubes can be enriched with KPI definitions and referenced by PPS KPI elementsSupports interactive features in scorecards and reports

Support will extend to Analysis

Services in the Denali release

Creating Indicators

Sets of graphics, text and colors used to define different levels of performance when comparing a KPI actual to targetIndicator levels form the bands for KPI targetsTwo types:

Centered or Standard

Can include 2-10 levelsAdditionally, all indicators include a No Data level

The availability of predefined Indicators minimizes the need to create Indicators from scratchPredefined indicators include:

Gauges, Stoplights, Smiley Faces, Progress Bars, Thermometers, and more

Creating KPIs

Predefined measure used to track performance of a strategic goal, objective, plan, initiative, or business process

For example:Market Share %Sales PerformanceSales ProfitabilityCustomer Complaints

Compares and evaluates actual to target metrics

Creating Scorecards

Depicts organizational performance by displaying a collection of KPIs together with performance targets for those KPIsCan be organized hierarchically using:

Objectives and non-leaf KPIs which can rollup descendant KPI scoresMulti-level hierarchies

Can be filtered to show only On Target or Off Target KPIsSupports annotations

Creating Reports

Presents a report to support analysisReport types include:

Creating Filters

Added to dashboards so that users can modify the viewCan be used in multiple dashboardsTypically used to filter data

Also used to pass sets of members to Scorecard and Report axes

Filter types include:

Display methods include:List, Tree, Multi-Select Tree, Calendar Control

Creating Dashboards

Collection of pages that group related interactive scorecards and reportsDashboards are assembled from:

FiltersScorecardsReports

Connections are defined between the items to allow values to be sent and receivedThe Dashboards is the only element that is deployed to SharePoint

demo

Assembling and Publishing a PPS DashboardPeter MyersMentorSolidQ

Related Content

Breakout SessionsOSP316 | IT-Centric Dashboards in Minutes with Microsoft SharePoint 2010 Using Microsoft Visio/Visio Services (Thu, 19 May 8:30AM)DBI321 | Advanced Dashboard Creation Using PerformancePoint Services (Thu, 19 May 10:15AM)

Interactive SessionsDBI272-INT | What to Use and When (Wed, 18 May 12:00PM)DBI379-INT | Migrating Your PerformancePoint Solution from Test to Production (Wed, 18 May 1:30PM)OSP271-INT | Redefining IT Dashboards and Other Game-Changers with Microsoft Visio 2010 and Microsoft SharePoint 2010 (Thu, 19 May 2:45PM)

Hands-on LabsDBI272-HOL | Advanced Dashboard Creation Using PerformancePoint ServicesDBI273-HOL | Developing KPIs and Scorecards with PerformancePoint Services in Microsoft SharePoint Server 2010

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