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Microsoft Office PerformancePoint Server 2007 Comprehensive Look
at Monitoring and Analysis
Myles Matheson
BI Solution Architect
HP New Zealand
Email: [email protected]
Blog: http://bi-on-sql-server.blogspot.com/
DAT315
Performance Management and PerformancePoint Server Overview
Demo from a business decisionmaker’s perspective
Demo from a dashboard designer’s perspective
Extensibility
Session Objectives and Agenda
MonitorWhat happened?
What is happening?Analyze
Why did it happen?
StrategyStrategy
Continuous business improvement, not just an annual exercise
PerformancePoint Server 2007Better execute on strategy
PlanWhat will happen?
What do I want to happen?
Performance ManagementCapabilities Required
ForecastingWhat will happen?
Planning, Budgeting, Consolidation
What do I want to happen?
Process requires past information, present conditions and future outcomes
Reporting
What happened?Scorecards & Dashboards
What is happening?
Analytics
Why?
StrategyStrategy
END USER TOOLS & PERFORMANCE MANAGEMENT APPS
ExcelPerformancePoint
Server
BI PLATFORM
SQL Server Reporting Services
SQL Server Analysis Services
SQL Server DBMS
SQL Server Integration Services
SharePoint Server
DELIVERY
Reports Dashboards Excel Workbooks
AnalyticViews Scorecards Plans
Our Integrated BI Offering
PerformancePoint Server
Business Planning and
Modeling
Pervasive Analytics
Dashboards and
Scorecards
Business Modeler Excel Add-in SharePoint Dashboard Builder
End User support toDesignMaintainContributeViewAnalyze
Servers to storeDataBusiness rulesBusiness logicInput FormsReports definitionsProcess controlSecurity
PerformancePoint Server 2007Monitoring and Analytics (M&A)
Combine scorecards and dashboards to create a formal performance dashboard experience optimized to bring rapid visibility of corporate performance against plan to all users
PerformancePoint Server 2007 Monitoring and Analytics
Access data from a variety of resources, bringing rapid visibility of corporate performance against plan to all user
Centrally managed and secure business definitions
Empower users through the delivery of dashboards and scorecards
Monitor, Measure, and Analyze Business Performance
PerformancePoint Server M&A v1 Release Highlights
DashboardsDashboard Designer
Filters
ScorecardsMetrics from multiple data sources
Track key performance indicators
Reports
Thin, interactive OLAP grids, charts
Strategy Maps
Data mining trend charts
Excel Services
Data SourcesMicrosoft SQL Server
SQL Server Analysis Services
Microsoft Office Excel 2007
Excel Services
SharePoint lists
SAP BW 3.5
Extensibility
Dashboards
Key CapabilitiesInteractive, visual displays of performance data
Reports from multiple data sources
Integrated with Microsoft Office SharePoint Server
Parameterized using filters
Customized using SharePoint Master Pages
Easily deliver aggregated, interactive views of your performance metrics and data to all your stakeholders and decision makers
ScorecardsVisually combine your organization’s overall strategy with its performance goals, status, and related data
Key CapabilitiesMetrics from multiple
data sourcesAllow all users to monitor
key performance indicatorsAssign responsibility to stakeholdersSophisticated rollup capabilitiesTrack comments
Strategy Maps
Key CapabilitiesDisplays KPI status on Microsoft Office Visio objects
Uses PerformancePoint Server KPIs
Supports Visio stencils
Visually combine your organization’s overall strategy with its performance goals, status, and related data
DEMO
Dashboard Designer
Key Capabilities
Add multiple item typesScorecards
Charts
Grids
Strategy Maps
Other Reports
Drag and drop items to canvas
Coordinate views with filters
Use flexible zone layouts
Preview
Deploy to SharePoint
Quickly design and deploy compelling dashboards using layout templates and an intuitive drag-and-drop interface
Data Sources
Key CapabilitiesExcel 2007, SharePoint lists as tabular data sources
Create KPIs from Excel worksheets
Data Source Connectivity
Excel*
Excel Services*
SharePoint Lists*
SQL Server
Analysis Services
SAP BW*
ODBC
Extensible
Access and combine data from a variety of resources bringing rapid visibility of corporate performance against plan to all users
* New for PerformancePoint Server (not in BSM)
Analytic Charts and Grids
Key CapabilitiesDrill Up/Down
Drill Down To (Cross Drill)
Expand/Collapse
Pivot
Smart sizing
Show details (Drill to detail)
Tooltips for data points (charts)
Switch between chart and grid
Export to Excel
Show in new window
AJAX technology
Customizable grid formatting with CSS
Present Analysis Services 2005 queries in chart views tailored for dashboard displays. Explore the data to understand driving factors.
Analytic View Designer
Key CapabilitiesDrag and drop hierarchies
Select members and measures
Navigate through hierarchies
Preview view
Add filters
Use MDX editor mode
Design Analysis Services 2005 queries using navigation, query layout, and member selection
Report Types
ScorecardsStrategy Maps*Analytic Charts and Grids*Trend Charts*Reporting ServicesProClarity Analytics Server*Excel 2007 and Excel Services*Web URLsPivotTables and PivotCharts
* New for PerformancePoint Server (not in BSM 2005)
Dashboard Filters
Key Capabilities
Add filters to pages, zones, or items
Override filters with custom MDX
Use a fixed value list
Use dynamic list based on MDX queries
Designate display and return columns
Set default values
Explore and compare performance across views and reports by choosing items from filter lists. Linked views and reports update together.
DEMO
Extensibility
Data Source ConnectivityExtend the design-time and run-time connectivity to custom data sources. Includes custom “parameter” user interfaces
Report TypesEnables the ability to integrate and display custom views of data
TemplatesProvides the ability to define and package custom dashboards that target vertical markets
Extend the system to integrate with enterprise solutions
Q&A
Resources
Technical Communities, Webcasts, Blogs, Chats & User Groupshttp://www.microsoft.com/communities/default.mspx
Microsoft Developer Network (MSDN) & TechNet http://microsoft.com/msdn http://microsoft.com/technet
Trial Software and Virtual Labshttp://www.microsoft.com/technet/downloads/trials/default.mspx
Microsoft Learning and Certificationhttp://www.microsoft.com/learning/default.mspx
Download and Try CTP2 of PerformancePointhttp://connect.microsoft.com
Evaluation Forms
SQL Server NZ ResourcesUpsize your Access Databases to SQL
Download the SQL Server Migration Assistant for Access
http:// www.microsoft.com/sql/solutions/migration/access/default.mspx
Enrol for the Microsoft Access to SQL migration1 day course ($580+GST per person)
WELLINGTON 1 or 2 November
AUCKLAND 5 or 6 November
Register at auldhouse.co.nz or by calling 0800 835 835
Upgrade from Microsoft® SQL Server™ 2000 to Microsoft SQL Server 2005www.microsoft.com/events/series/Technetsqlserver2005
Podcasts - Webcasts - Microsoft SQL Server 2005 Upgrade Advisor - Virtual Labs
Enrol for the ‘Updating your Database Administration skills to SQL Server 2005 course ($1605+ GST)
AUCKLAND 23 - 25 October
WELLINGTON 29 - 31 October
Register at auldhouse.co.nz or call 0800 835 835
BizTalk Server TrainingBizTalk 2006 R2 Jumpstart Training (2 Days)
The course will explore new functionality such as WF and WCF integration with BizTalk, but assumes some existing knowledge in these areas. The course also explores the new EDI and RFID technologies.
Prerequisites:
Experience with Visual Studio 2005, C# and .NET development.
1+ year of experience with BizTalk Server 2006 is essential.
AUCKLAND – Dates TBC - register your interest by emailing [email protected]
Designing and Developing BizTalk 2006 and 2006 R2 Solutions (3-day workshop)
BizTalk Architecture – Standards - BizTalk Tools - Development and Web Services
Debugging and monitoring - Business Rules Engine - Single Sign-On - Deployment and administration
Advanced techniques (time permitting) - Hands-on Labs (real-life, end-to-end scenario)
Cost $1500 per person
Location Microsoft or on client Premises
Date – Organised as required
Email [email protected] to arrange your training
WW BizTalk R2 Launch Event in Sydney - Sept 14th
September 14 - Sydney, Australia - Sydney Convention & Exhibition Center
9:00 - 9:30 Registration
9:30 - 10:10 Keynote - Empowering Dynamic IT (Don F)
10:10 - 10:30 Break
10:30 - 12:00 BizTalk Server 2006 R2 - Extending the Connected Enterprise
12:00 - 13:00 Lunch
Industry Solutions(Health)- Content Owner – Renee Cathcart
Industry Solutions(Commercial)- Content Owner – Jane Mackarell & David Cryer
Industry Solutions (FSI)- Content Owner – Angela Larkin (BPM session only)
13:00 - 14:00 Health Information Networks – ie focus on the Health Connect Engine
Supply Chain Management – Hub & Spoke ie How to Integrate disparate systems within Large ERP systems?
Business Process Management in Organisations (FSI slant)
14:00 - 14:15 Break
14:15 - 15:15 Supply Chain Management – Business Process Automation & Monitoring (eg Bryn/Datanet & RFID, Dynamics) CCF (telco & FSI – Services presentation)
15:15 - 15:30 Break
15:30 - 16:30 Supply Chain Management – B-B ie ecommerce & trading
grids (eg Tony from FormFill presenting value chain integration in utilities)
ASB
Email [email protected] for more information
For more information onMicrosoft SQL Server 2005, visit
microsoft.co.nz/sql
© 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market
conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
