DSPanel

Course 100 – Introduction to Performance Canvas

Agenda

Background of DSPanel Performance Canvas, Canvas Planning and Portal edition

DSPanel terminology Overview of technology Canvas, Gems and slicers

Feature and benefits Empowerment of the business user – “Agile BI” Business gems – creating foundation to repeatable solutions Going for Mobile BI Mash boards, Planning canvases

Wrap-up

Background of DSPanel

Company• DSPanel = Decision Support

Panel• Mid Tier Embedded BI niche

ISV– Innovative BI since 1999– Over 1000 customer

organizations served– 60-70 System Integration

partners world-wide– Multiple large OEM

partners

Products• Current product line

– Performance Canvas• All new browserbased

performance management software launched in 2007

– Canvas Planning• Financial planning and

forecasting extension introduced in 2009

• Legacy product– Portal Edition: First BI tool for MS

SharePoint• First introduced 1999. Still

available, updated and supported

DSPanel Performance Management

DSPanelPerformance

Canvas

Dashboards

Analytics

Scorecards / reporting

DSPanelCanvas Planning

Budgeting

Planning

Reporting

Make smarter decisions, faster

Accessibility

Completeness

Scalability & Flexibility

End User lead BI

Value

Performance Canvas Suite

Database

s

OLAP BI Cubes

(Actuals)

How does Performance Canvas Software Work?

OLAP Planning Cube

Mobile

Web

Excel

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DSPanel terminology

• Canvas• A canvas is the container of your creativity for

objects created within Performance Canvas similar to the term “Dashboard”. These Canvases are consumed in different ways and context. A Canvas can interact and be used for different purposes like Microsoft SharePoint™, Web, Mobile, embedded in other applications etc.

• Slicer• A Slicer is the tool to select what information to

see in the Gems displayed on the Canvas. You drag a Slicer into your Canvas to create a way to select what information to view. Slicers are also used as you design your Gems connecting the selection criterias.There are several types of slicers and possible configurations

• Gem• Dimensions + Measures + Power of Visualization

= GemIndividual BI components you can save and reuse to create unlimited number of dashboards, mashboards and scorecards. It’s a Powerful BI interface, allowing you to create and modify data visualizations using drag and drop or MDX logic

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Key areas of Performance canvas

Empowerment of the business user – “Agile BI”

Business gems – creating foundation to re-usable solutions

Going for Mobile BIMash boards, Planning canvases

Busines User Empowerment• Modify

dashboards without sending changes back to the cube

• One click to analyze underlying data

• Send information via email, web, mobile, or Create an Excel table or PowerPoint Presentation

• Collaborate by sending action items to other users

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Business gems – creating foundation to repeatable solutions

Gems can be created by any one with designer rights in Performance Canvas. This can be internal business users them selves or by some external expert resource

”Inventing the wheel” over and over is waste of resources. Clever queries to your data is always valuable and you can re-use those either in a different canvas as is or as a base for a modified question.

Going Mobile• Powerful BI and

Analytics right in your mobile phone

• Can be used on ANY web enabled mobile device

• Extensive graphing capabilities

• Extensive IPAD support including touch based BI

• Input Schedules for mobile input

• Ease of use for deployment with Zero foot print clients

Planning for the Future with Excel & the Web• Create all your

financial reports in one system

• Formula based and matrix-based reporting

• Track account movement for cash flow analysis and forecasting

• Foreign currency translation

• Create and maintain dimensions, attributes, cubes and hierarchies

• Input forecast data via the web – Perfect for multinational corporations working in different domains

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Mashboards A mash board allows you to pull in information from your intranet, data warehouse, extranet and most interestingly the internet.

Example sources can be:• Competitors Sales

Statistics• Top Clients Twitter

Feeds• Stock quotes• Facebook company

page updates• Google trend

analysis for your competitors

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Live overview

Empowerment of the business user – “Agile BI”Business gems – creating foundation to re-usable solutionsMobile BIMash boards, Planning canvases

Wrap-up

• You should after this introductory course: – Understand the history of DSPanel – Be able to to know the difference between DSPanel products

• Performance Canvas, Canvas Planning and Portal Edition

– Understand basic product terminology in Performance Canvas• Canvas, Slicer and Gems

– Know important features and benefits of Performance Canvas • Business user empowerment, Mobile, Re-usable and embedded solutions, Planning and

mashboards

• All examples on demo.performancecanvas.com

• There will be a test email at the end of this session

• Next course is Course 101: Designing: Making Dashboards that enable better decisions

– This course is designed to teach you how to use the Performance Canvas design environment to create dashboards and scorecards. You will learn how to make gems, slicers, measures, KPIs and multiple kinds of visualizations.