PO320: Reporting with the PO320: Reporting with the EPM Solution EPM Solution

Keshav PuttaswamyKeshav PuttaswamyProgram Manager LeadProgram Manager LeadProject Business UnitProject Business UnitMicrosoft CorporationMicrosoft Corporation

Session ObjectivesSession Objectives

Overview of reporting in EPMOverview of reporting in EPM

Microsoft BI visionMicrosoft BI vision

How does Project fit in BI architecture?How does Project fit in BI architecture?

How can BI tools benefit EPM?How can BI tools benefit EPM?

What expertise do you need to What expertise do you need to leverage Microsoft BI technologies?leverage Microsoft BI technologies?

Today’s Reporting and Business Today’s Reporting and Business Intelligence ConcernsIntelligence Concerns

Need rich analytics on project informationNeed rich analytics on project information

Need to align resources with strategic Need to align resources with strategic goalsgoals

Users at every level of the organization Users at every level of the organization need additional insights into their workneed additional insights into their work

BI tools must provide a quick, sustainable BI tools must provide a quick, sustainable ROI and leverage existing investmentsROI and leverage existing investments

Reporting in EPMReporting in EPM

Project ServerProject ServerEnterprise custom fields & outline codesEnterprise custom fields & outline codes

Reporting platform – tables and cubesReporting platform – tables and cubes

Project ProfessionalProject ProfessionalViews & reportsViews & reports

Integration with OfficeIntegration with Office

Project Web AccessProject Web AccessProject Center & Resource CenterProject Center & Resource Center

Portfolio AnalyzerPortfolio Analyzer

Reporting in EPMReporting in EPM

Microsoft’s BI VisionMicrosoft’s BI Vision

Powerful, fully integrated, fully extensible Powerful, fully integrated, fully extensible BI infrastructureBI infrastructure

Cost effective, comprehensive solutionsCost effective, comprehensive solutions

Collaborative, familiar, user-centric toolsCollaborative, familiar, user-centric tools

Microsoft Business Intelligence Microsoft Business Intelligence ArchitectureArchitecture

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• PortalsPortals• DashboardsDashboards• Data AnalysisData Analysis• VisualizationVisualization

• Project Project ManagementManagement

• Messaging Messaging ServicesServices

Windows ServerWindows Server

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Business Business ScorecardsScorecards Excel Add-in for Analysis Excel Add-in for Analysis ServicesServices

BI Solution AcceleratorsBI Solution Accelerators

SQL ServerRelational Engine

Reporting ServicesReporting Services

Analysis ServicesAnalysis ServicesOLAP & Data MiningOLAP & Data Mining

Office System

Leveraging Microsoft BI Leveraging Microsoft BI Technologies with EPMTechnologies with EPM

Extend reporting platformExtend reporting platformOLAP extensions solution starterOLAP extensions solution starter

End-user reportingEnd-user reportingExcel Add-in for Analysis ServicesExcel Add-in for Analysis Services

Corporate performance managementCorporate performance managementBusiness scorecards acceleratorBusiness scorecards accelerator

Enterprise reportingEnterprise reportingSQL Server Reporting ServicesSQL Server Reporting Services

Increase AnalyticsIncrease Analytics

Extend Reporting PlatformExtend Reporting Platform

Increase AnalyticsIncrease AnalyticsOLAP Extensions Solution StarterOLAP Extensions Solution Starter

The Project Server OLAP extensions enables extending the The Project Server OLAP extensions enables extending the Project Server cube to provide increased analytics for Portfolio Project Server cube to provide increased analytics for Portfolio Analyzer and other OLAP reporting tools.Analyzer and other OLAP reporting tools.

Extend existing cube with new dimensions or Extend existing cube with new dimensions or calculated memberscalculated members

Add new cubes with project data such as tasks, Add new cubes with project data such as tasks, issues and risksissues and risks

Integrate data from other systems directly into Integrate data from other systems directly into the reporting cubesthe reporting cubes

Microsoft Office Project Server OLAP Microsoft Office Project Server OLAP Extensions Solution StarterExtensions Solution StarterThe OLAP extensions solution starter shows how to extend the Project The OLAP extensions solution starter shows how to extend the Project Server cube or build additional cubes that dramatically improve business Server cube or build additional cubes that dramatically improve business intelligence for the organization.intelligence for the organization.

Identify additional Identify additional business business requirementsrequirementsConsider source for Consider source for data – Project Server data – Project Server or externalor externalPrototype sample Prototype sample reportsreports

Design cube schema Design cube schema with reporting needs in with reporting needs in mindmind

Consider extending Consider extending existing cubes vs. existing cubes vs. building new cubesbuilding new cubes

Share dimensions Share dimensions across cubesacross cubes

Create calculated Create calculated measures for cubemeasures for cube

Use extensibility Use extensibility SDK for code SDK for code samplessamplesBuild reports using Build reports using Portfolio Analyzer Portfolio Analyzer in PWAin PWA

IdentifyIdentify DesignDesign ImplementImplement

Project Server OLAP Project Server OLAP ExtensionsExtensions

Excel Add-in for Analysis ServicesExcel Add-in for Analysis Services

End User Reporting & AnalysisEnd User Reporting & Analysis

Interactive Reporting And AnalysisInteractive Reporting And AnalysisExcel Add-in for SQL Server Analysis ServicesExcel Add-in for SQL Server Analysis Services

The Excel Add-in for Analysis Services takes advantage of The Excel Add-in for Analysis Services takes advantage of Excel’s robust analysis and reporting capabilities and familiar Excel’s robust analysis and reporting capabilities and familiar user interface, to increase an organization’s speed to insight.user interface, to increase an organization’s speed to insight.

Real time access to disparate dataReal time access to disparate data

Streamline end user reporting and analysis Streamline end user reporting and analysis across organizationacross organization

Increase user flexibility and accuracy of Excel Increase user flexibility and accuracy of Excel based reportsbased reports

Achieve higher ROI while reducing complexity of Achieve higher ROI while reducing complexity of business reportingbusiness reporting

Microsoft Office System Microsoft Office System Excel Add-in for Analysis ServicesExcel Add-in for Analysis ServicesThe Excel Add-in for Analysis Services enables users to create rich, The Excel Add-in for Analysis Services enables users to create rich, customized reports directly in Excel while accessing and analyzing data customized reports directly in Excel while accessing and analyzing data from multiple data sources.from multiple data sources.

Easily access data Easily access data from multiple OLAP from multiple OLAP cubescubesInteroperable with Interoperable with multiple versions of multiple versions of ExcelExcel

Detailed analysis using Detailed analysis using native Excelnative Excel

Viable alternative to Viable alternative to pivot tablespivot tables

Extended analysis in Extended analysis in Excel with “What If” and Excel with “What If” and drill through capabilitiesdrill through capabilities

Interactive reports, Interactive reports, diagrams, and chartsdiagrams, and charts

Flexible report Flexible report layouts (e.g. Free-layouts (e.g. Free-Form vs. Form vs. Structured)Structured)Personalized, Personalized, refreshable reportsrefreshable reportsPublish reports in Publish reports in HTML with Office HTML with Office Web ComponentsWeb Components

AccessAccess AnalyzeAnalyze AuthorAuthor

Excel Add-in for Excel Add-in for Analysis ServicesAnalysis Services

Business Scorecards SolutionBusiness Scorecards Solution

Corporate Performance ManagementCorporate Performance Management

An integrated BI offering that supports enterprise strategy and An integrated BI offering that supports enterprise strategy and simplifies the management and reporting of crucial business simplifies the management and reporting of crucial business data that measures individual, group and company performance.data that measures individual, group and company performance.

Customized views of business strategy and Customized views of business strategy and relevant Key Performance Indicators (KPIs)relevant Key Performance Indicators (KPIs)

Unified view of business across all levels of Unified view of business across all levels of the organizationthe organization

Strategic, operational, regulatory, and tacticalStrategic, operational, regulatory, and tactical

TransformTransform disparate data into powerful disparate data into powerful business insightsbusiness insights

Corporate Performance ManagementCorporate Performance ManagementThe Scorecard MethodThe Scorecard Method

Microsoft Office System Microsoft Office System Business Scorecards SolutionBusiness Scorecards SolutionThe comprehensive, web based Business Scorecards Solution that allows The comprehensive, web based Business Scorecards Solution that allows users to simplify the end-to-end measurement and management of users to simplify the end-to-end measurement and management of business strategies and performance metrics.business strategies and performance metrics.

Quickly build and Quickly build and deploy scorecards deploy scorecards Easy to define and Easy to define and re-use KPIsre-use KPIsLeverage disparate Leverage disparate data and backend data and backend systemssystems

Integrated, dynamic Integrated, dynamic diagramsdiagrams

Customized scorecard Customized scorecard views by role views by role Flexible portal Flexible portal integration with integration with SharePointSharePointAdaptable to business Adaptable to business concepts (e.g. Balanced concepts (e.g. Balanced Scorecard)Scorecard)

Detailed view of Detailed view of performance and performance and accountabilityaccountabilityIntegrated business Integrated business analysis tools and analysis tools and applicationsapplicationsQuick, personalized Quick, personalized notificationnotification

ArticulateArticulate CommunicateCommunicateDrive & Drive &

MeasureMeasure

Business ScorecardsBusiness Scorecards

Enterprise ReportingEnterprise ReportingEssential to Better Decision MakingEssential to Better Decision Making

Reporting is part of every-day businessReporting is part of every-day business

Business Intelligence And Business Intelligence And Reporting User ProfilesReporting User Profiles

AnalystsAnalysts

Information Information ConsumersConsumers

Information Information ExplorersExplorers

5-10% of users

15-25% of users

65-80% of users

SQL Server Reporting Services

SQL Server Analysis Services

Information Access BottleneckInformation Access Bottleneck

Asked to provide better access to information with Less Time and Resources

MarketingMarketingCFOCFOOperationsOperationsHRHRKnowledgeKnowledgeWorkerWorker CEOCEO

IT Departmentand Systems

Custom Reports

For:• Marketi

ng• CFO• Operatio

ns• HR• Knowled

geWorkers

• CEO

Data Sources:

• OLE DB• ODBC• Other .NET

Providers• Access• DB2• Oracle• SQL Server

Microsoft SQL Server Reporting Microsoft SQL Server Reporting ServicesServices

Solution:Solution: IT is a resource, IT is a resource,

not a middle mannot a middle man Users have direct Users have direct

access to custom access to custom reportsreports

Connects Users to Reports. Frees up IT Department.

MarketingMarketingCFOCFOOperationsOperationsHRHRKnowledgeKnowledgeWorkerWorker CEOCEO

SQL ServerReportingServices

Data Sources:

• OLE DB• ODBC• Other .NET

Providers• Access• DB2• Oracle• SQL Server

IT Departme

ntand

Systems

Enterprise ReportingEnterprise ReportingSQL Server Reporting ServicesSQL Server Reporting Services

Real-time information from any data sourceReal-time information from any data source

Traditional or interactive reportsTraditional or interactive reports

Delivered via Web browser or the Office SystemDelivered via Web browser or the Office System

Enables faster, more relevant decisionsEnables faster, more relevant decisions

More people able to use the tools and applicationsMore people able to use the tools and applications

ResultsResults

SQL Server Reporting SQL Server Reporting ServicesServices

To Get The Most Out Of BI, To Get The Most Out Of BI, you need…you need…

Business expertiseBusiness expertiseIdentify key reporting requirementsIdentify key reporting requirements

Well-defined processes to collect dataWell-defined processes to collect dataGarbage in, garbage out…Garbage in, garbage out…

Technical expertiseTechnical expertiseSQL Server 2000SQL Server 2000

OLAP/MDXOLAP/MDX

SQL Server Reporting ServicesSQL Server Reporting Services

A partner can help!A partner can help!

SummarySummary

Business Intelligence is imperative to Business Intelligence is imperative to becoming a smart, connected, becoming a smart, connected, collaborative organizationcollaborative organization

Microsoft Business Intelligence Microsoft Business Intelligence Solutions enhances EPMSolutions enhances EPM

Comprehensive, collaborative, and cost Comprehensive, collaborative, and cost effectiveeffective

An integrated, pervasive Business An integrated, pervasive Business Intelligence platformIntelligence platform

Personalized, familiar client toolsPersonalized, familiar client tools

© 2004 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

ResourcesResources

Microsoft Office Project SDKMicrosoft Office Project SDKmsdn.microsoft.commsdn.microsoft.com/project/project

Microsoft Business IntelligenceMicrosoft Business Intelligencewww.microsoft.com/biwww.microsoft.com/bi

Office System Solution AcceleratorsOffice System Solution Acceleratorswww.microsoft.com/office/solutionswww.microsoft.com/office/solutions

SQL Server 2000 Reporting ServicesSQL Server 2000 Reporting Serviceswww.microsoft.com/sql/reportingwww.microsoft.com/sql/reporting

Project Project Reporting Reporting

TablesTables

Project Project Transactional Transactional

TablesTables

PortfolioAnalyzerCubes

Reporting Services

Business Scorecards

Analysis Services

Reporting PlatformReporting Platform