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Microsoft Office PerformancePoint Server 2007
Claus HovgaardSolver – Implementation Partner
Microsoft Office PerformancePoint Server 2007
Claus HovgaardSolver – Implementation Partner
Solver - Company Overview
• Corporate Performance Management
• Financial Business Intelligence
• Resource Allocation
• Planning, Budgeting & Forecasting
• Consolidations
• Reporting
• Analytics
• Management Dashboards
• Management Scorecards
• Custom application development
• www.solverusa.com
• Founded in 1996
• Providing solutions and consulting services in the area of Corporate Performance Management (CPM)
• Done many of the implementation around the world on Performance Point Server including internally at Microsoft using Alpha and Beta code
• Microsoft development partner – Gold Certified
• Serving on Microsoft’s Business Intelligence Product Advisory counsel and assisting in the development of PPS for the last three years
• On assignment from Microsoft building PPS documentation (training mtrl, white paper, case studies..........)
• Hundreds of implementations across North America and Europe
• Locations: • United States
Los Angeles, CA (head office) Seattle, WA Phoenix, AZ Boise, ID Boston, MA Atlanta, GA
• Europe Sweden Denmark UK Germany
• Domain Expertise (authors…)
Solutions & Services
Portal and CollaborationPortal and Collaboration(Office SharePoint Server 2007)(Office SharePoint Server 2007)
SQL Server 2005 SQL Server 2005 RDBMSRDBMS
IntegrationIntegrationIntegration ServicesIntegration Services
AnalysisAnalysisAnalysis ServicesAnalysis Services
ReportingReportingReporting ServicesReporting Services
End-user AnalysisEnd-user Analysis(Excel 2007)(Excel 2007)
BIBIPlatformPlatform
Performance Performance ManagementManagementApplicationsApplications
Microsoft Business IntelligenceA Complete Unified Solution
Business Business ScorecardingScorecarding
(Business Scorecard (Business Scorecard Manager 2005)Manager 2005)
Scorecards, Analytics, PlanningScorecards, Analytics, Planning(PerformancePoint Server 2007)(PerformancePoint Server 2007)
AdvancedAdvancedAnalyticsAnalytics
(ProClarity 6.2)(ProClarity 6.2)
PerformancePoint Capabilities
Analysis & ReportingAnalysis & ReportingPlanning, Budgeting, Planning, Budgeting, Forecasting & ConsolidationForecasting & Consolidation
Report
Scorecard & Dashboard
Analyze
Forecast
Plan
What happened?
What is happening?
Why?
What will happen?
What do I want to happen?
PerformancePoint Planning Components
SQL Server 2005(PPS Staging Area)
Accessability
Availability
Business User
Add-in for Excel
Corp Analyst
Business Modeler
PerformancePoint Server
Business Modeler Application Services
ERP Other
Planning Admin Console
Business Modeler
Excel Add In
Planning Applications
An application is the largest unit in PerformancePoint Server. A PerformancePoint Server application is the container for:
A tree of one root model site and any number of model subsites.
An application contains assumptions and metadata for
Pre-defined and user-defined dimensions
Forms and reports
Business model definitions
Assumption models
Permissions and security
Process management
Other metadata
Cycles
Approver
Analyst 1
Analyst 2
Business Roles(Excel)
Assignments
Forms (XL)
Account
Entity
Scenario
Time
Product
HR
Dimensions Models
Annual BudgetAnnual Budget
ConsolidationConsolidation
Exp AssumptionsExp Assumptions
Business Rules
PPS - Application Components
Account
Entity
Scenario
Time
Product
Approver
Analyst 1
Analyst 2
Account
Entity
Scenario
Time
Product
Approver
Analyst 1
Analyst 2
Handles Real-world ComplexityIncreased Flexibility with Synchronization
Account
Entity
Scenario
Time
Approver
Analyst 1
Analyst 2
CORPORATE
BUSINESS UNITS ANDDEPARTMENTS
EnablesDivisional/Operational view of your businessCreation of localized processes to manage local business
EnsuresSynchronization of plans, business rules and scorecardsCross-functional alignment up, down, and across the business
Account
Entity
Scenario
Time
Product
Approver
Analyst 1
Analyst 2
Depts.
FinancialIntelligence
ExcelIntegration
Security,Permissions,
Audit
ProcessManagement
DataManagement
Control
Feature set
DEMO – Screen shots
Adventureworks an imaginary case study
Demo - Adventureworks
WayneCorporate FPA
• Owns corporate plans, budgets, and forecasts
• Expert Excel user• Needs consistent
business rules and data
MaryVP of Operations
• Reviews results• Approves plans• Often needs further
analysis of details
CarolynBusiness Unit Finance
• Responsible for Ski Resort BU financial management
• Needs to support local management & corporate needs
WayneCorporate FPA
• Owns corporate plans, budgets, and forecasts
• Expert Excel user• Needs consistent
business rules and data
MaryVP of Operations
• Reviews results• Approves plans• Often needs further
analysis of details
CarolynBusiness Unit Finance• Responsible for Ski
Resort BU financial management
• Needs to support local management & corporate needs
Demo - Adventureworks
WayneCorporate FPA
• Owns corporate plans, budgets, and forecasts
• Expert Excel user• Needs consistent
business rules and data
MaryVP of Operations
• Reviews results• Approves plans• Often needs further
analysis of details
CarolynBusiness Unit Finance
• Responsible for Ski Resort BU financial management
• Needs to support local management & corporate needs
Demo - Adventureworks
WayneCorporate FPA
• Owns corporate plans, budgets, and forecasts
• Expert Excel user• Needs consistent
business rules and data
MaryVP of Operations
• Reviews results• Approves plans• Often needs further
analysis of details
CarolynBusiness Unit Finance
• Responsible for Ski Resort BU financial management
• Needs to support local management & corporate needs
Hi Jon,These are the slides we are using tomorrow for session 1. In session 2 we will be in the actual PPS application without any slides – DEMO MODE .Looking forward to meeting you tomorrow .Johan
Hi Jon,These are the slides we are using tomorrow for session 1. In session 2 we will be in the actual PPS application without any slides – DEMO MODE .Looking forward to meeting you tomorrow .Johan
Q&A!!
12.15 - 13.00: PerformancePoint Planning: ..What is it, What does it do and How does it work? (I denne
presentasjonen gjennomgås scenarier og arkitektur I Microsoft Office PerformancePoint Server 2007)
13.15 -14.00 PerformancePoint Planning: ...Building an Application (Denne sesjonen er en fortsettelse av forrige og viser
hvordan en Planning-applikasjon bygges opp I praksis fra start til mål)
13.15 -14.00 PerformancePoint Planning: ...Building an Application (Denne sesjonen er en fortsettelse av forrige og viser
hvordan en Planning-applikasjon bygges opp I praksis fra start til mål)
Copyright ©2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
Session 2
13.15 -14.00 PerformancePoint Planning: ...Building an Application (Denne sesjonen er en fortsettelse av forrige og viser
hvordan en Planning-applikasjon bygges opp I praksis fra start til mål)
LIVE DEMO!- Creating an Application- Creating Dimensions and Models- Creating Forms- Setting up Security- Combining Forms and Security into Cycles and assignments- Entering and Submitting data
Copyright ©2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.