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High level introduction to MS PowerPivot and PerformancePoint Services (PPS) 2010. Used in conjunction to a training course. Initial slides also provide a high level comparison of PowerPivot vs. PerformancePoint.
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Copyright 2010 VeriPoint, LLC
Introduction & Basic Training to MS PowerPivot & PerformancePoint 2010
Page 2Copyright 2010 VeriPoint LLC
Agenda
PowerPivot & Performance Point
Introduction and Training
High Level Comparison
Product Highlights:
PowerPivot Excel Add In
PowerPivot SharePoint Add In
PerformancePoint Services 2010 (PPS)
Demo/Basic Training:
PowerPivot Excel Add In
PerformancePoint Services 2010 (PPS)
Page 3Copyright 2010 VeriPoint LLC
PowerPivot & PPS At-a-Glance
PowerPivot PerformancePoint
DataSQL/OLTP, view all imported data XML feeds, tabular, Reporting Service
Analysis Services SQL, Tabular, PowerPivot XML Feeds, cannot view detailed data
Data Manipulation
UI: Relationships, calculated columns/measures with auto-fill, automated PivotTable conversion to DAX Language(s): DAX, MDX, T-SQL
MDX No UI manipulations
Data Refresh Scheduled (SP) Manual (Excel)
Live connection / upon browser request/refresh
VisualizationPowerPivot tables & charts All other features available in Excel Scorecard, Strategy Maps, Extendable Pivot Table/Chart areas, web pages
KPI’s, Charts, Data Grids, Scorecards, Extendable Dashboards, Strategy Maps, External Reports, Web pages What-if Analysis, some visualization types available only to Analysis Services
Slicing & Dicing
PivotTable & Charts Slicers All other filter, find, and sort features available in Excel ‘Native’ Multidimensional drilling
Drill up/down, Top/Bottom N & value filters, Decomposition Tree, Independent reusable filters Multidimensional drilling for non-OLAP
Performs at its Best / Pros Supports Does Not Support / Cons
Page 4Copyright 2010 VeriPoint LLC
Base Software/Upgrade Requirements
Install Requirement
PowerPivot Excel Add In
PowerPivot SharePoint Add In
Performance Point/Dashboard
Designer (SP)
Windows Server 2008 .NET Framework 3.5
SQL Server 2008 SP2010 Requires / PPS can use SQL 2005 data
VisualStudio 2008 Excel 2010
SharePoint 2010 Silverlight 3
Mandatory Required for some features
Page 5Copyright 2010 VeriPoint LLC
PowerPivot Excel Add-In
Page 6Copyright 2010 VeriPoint LLC
PowerPivot Excel Highlights
Import large datasets from a variety of sources, from SQL databases to XML data feeds
Easy to use wizards
Existing relationships are respected
Easily build or detect relationships to other tables (tabs)
Data refresh available
Page 7Copyright 2010 VeriPoint LLC
PowerPivot Excel Highlights
All data visualizations and interactions are via Excel
PowerPivot PivotTables & Charts
Easy to use wizard with drag & drop controls
Vertical and Horizontal Slicers (interactive filters)
Add new measures
Auto detects relationships and creates them for you
Page 8Copyright 2010 VeriPoint LLC
PowerPivot Excel Highlights
Data Analysis Expression (DAX) very similar to Excel formula expressions
Column name orientation instead of cell/row: =[revenue]-[cost]
Familiar nested IF statements: =IF([Calls]<200,"low",IF([Calls]<300,"medium","high"))
Select formula reference elements either by typing, navigating and selecting with the mouse, or pick list
Convert any PivotTable to DAX formulas
Page 9Copyright 2010 VeriPoint LLC
PowerPivot SharePoint Highlights
PowerPivot managed via SharePoint Central Administration, PowerPivot Management Dashboard and PowerPivot System Service Monitor and manage the PowerPivot for SharePoint
environment Back-end management of PowerPivot application database, load
balancing, usage data collection, automatic data refresh, auto discovery and usage of new farm server resources
Scheduled data refreshes
Rich interactive presentation layer
Multidirectional data sharing Web service for external applications to access (Reporting
Services) / Launch Report Builder from SP2010 & access it’s data From SharePoint export data/documents to PowerPivot
Page 10Copyright 2010 VeriPoint LLC
PerformancePoint Services (PPS)
Page 11Copyright 2010 VeriPoint LLC
PPS & SharePoint 2010
Service within SharePoint 2010
Leverages SP2010’s security
100% synchronized content integration between the BI Center and Dashboard Designer
Dashboard, dashboard components, and reports are available for immediate use in SP2010 via web parts
Page 12Copyright 2010 VeriPoint LLC
PPS: Dashboard Designer
Front end for Analysis Services maximizing its cubed data and hierarchies. Many new/improved features such as:
Decomposition Tree
Time Intelligence
Independent filters
Multiple KPI’s per scorecard, KPI Detail Reports
Scorecard and chart drilling, & hierarchy expansion
Top/Bottom N filters,
User defined filters
Retired features: Trend Charts, PivotTable reports, PivotChart reports, ODBC data sources, Analysis Services 2000, and 32-bit server architecture
Page 13Copyright 2010 VeriPoint LLC
PPS: Dashboard Designer
Launch Dashboard Designer from the Business Intelligence Center Site
Access a variety of data sources and external content:
Page 14Copyright 2010 VeriPoint LLC
PPS: Dashboard Designer
Make available to SP2010 a variety of content in web parts:
Or construct dashboards (using dashboard components & reports) and easily publish to SP2010:
Page 15Copyright 2010 VeriPoint LLC
PowerPivot Training/Demo
Add 2 data sources
Create a relationship link between the data sources
Add calculated column using DAX
Create a PivotTable & Pivot Chart
Detect Relationship Item selection Slicers Format
Add a new Measure using DAX
Convert PivotTable to DAX
Page 16Copyright 2010 VeriPoint LLC
PPS Training/Demo
Add a data source (with Time Intelligence in mind)
Create a Time filter
Create a Chart
Create 2 KPI’s
Create a Scorecard from KPI’s
Create a KPI Details Report
Create a Dashboard incorporating the above elements
Deploy to SharePoint
Show Drilling & Expansion, Top/Bottom N Drilling, Value Filter, & Decomposition Tree
Page 17Copyright 2010 VeriPoint LLC
Conclusion
Q & A
Thank You!