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My Bose Experience

Ryan WergeProgram Office Co-OpProfessional Systems Division

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Overview

• My involvement in current PSD projects– Cooper

• My CO-OP Project– Dashboards and Reporting for PWA

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PSD Projects

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Cooper

• PMP tool that integrates MS Project Professional and Project Web App (PWA) together using Project Server

• Fully entered project a few months before the tool was ready to be used for the October PRB

• Focused on tool development for the December PRB

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Cooper (Cont.)

• What I did– Developed a report that integrates John Mazejka’s resource management tool

with demand data stored in PWA, allowing functional managers to assign resources to meet demand, identify resource needs, over- and under-allocations

– Developed a macro in MS Project Professional that sums up the ODC cost for a project or multiple projects in a given time period

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Cooper (Cont.)

• What I learned– Portfolio management, the preparation in gathering the required information

needed for successful portfolio management– Resources, how much demand is needed per project and how it needs to be

filled– ODC costs add up, can influence outcome of a project. The macro created for

MS project shows how much a project needs for ODC costs and how much for a select number of projects

– Enterprise Global Template: backs up every night and Project Server only keeps one version (the latest version)

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CO-OP Project

Business Intelligence

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Goals for the Project

• Determine reporting needs for Portfolio and Functional Managers• Learn how to create reports to fulfill those needs and display them on a

dashboard using Microsoft Project Server 2010 and SharePoint Server Enterprise

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Business Intelligence Center

• Processes, tools and techniques for gathering, organizing, and analyzing large volumes of complex data in an effort to develop an accurate understanding of business dynamics

• Uses reporting to reference data visualizations

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Dashboards

• Interactive web pages • Can be used to display preferred reports, documents and KPIs• Help an organization analyze and make decisions based on its

performance• Automatically updates reports

– Not immediately since the OLAP (Online Analytical Processing) cube builds nightly at midnight

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Reporting Technologies

• Excel Services and PowerPivot for Excel– Server based calculations to an Excel workbook, PivotTables

• Visio Services– Server based data integrated into Visio diagrams

• Performance Point Services– Performance management tools to help generate dashboards, scorecards and

KPIs• SQL Services

– SQL queries used to publish on-demand or interval based reports

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Reporting Types I Used

• PerformancePoint Services – To develop dashboards

• Excel Services– To generate reports

• Other services were not used– Setup issues prevented us from using SQL Services – Our version of Project Server does not include Visio, but is something the

portfolio office is currently looking into

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Templates

• Templates are the starting point to creating your own custom reports via Excel services

• Once selected, a user is able to edit the report template to his/her preference

• Templates give report developers the ability to create PivotTables that display the desired data

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Pivot Tables

• Pivot tables are generated based off of a large amount of data and can be manipulated for analysis

• Easy way to grab large amounts of data and design a large spreadsheet

• Excel Services uses PivotTables in order to display large amounts of data into an organized spreadsheet

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Dashboard Designer

• Software tool implemented in BI Center• Used for PerformancePoint report

developing• Used to develop and deploy

dashboards• Makes Excel and SQL Services reports

“PerformancePoint compatible”• Cannot be used in dashboards if step

isn’t taken

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SOP

• https://bosecorp.sharepoint.com/sites/PSD2/progoffops/Shared%20Documents%20Library/SOP_Developing%20an%20Excel%20Services%20Report.docx – Developing an Excel Services Report

• https://bosecorp.sharepoint.com/sites/PSD2/progoffops/Shared%20Documents%20Library/SOP_Developing%20a%20Performance%20Point%20Report.docx – Developing a PerformancePoint Report

• https://bosecorp.sharepoint.com/sites/PSD2/progoffops/Shared%20Documents%20Library/SOP_Developing%20a%20PerformancePoint%20Dashboard.docx – Developing a PerformancePoint Dashboard

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Further Reading

• http://technet.microsoft.com/en-us/library/gg188101(v=office.14).aspx – Reporting with Project Server 2010

• http://www.microsoft.com/en-us/download/details.aspx?id=26556– Excel Services with Project Server 2010

• http://technet.microsoft.com/en-us/library/hh393967(v=office.14).aspx– PerformancePoint Services with Project Server 2010

• http://www.microsoft.com/en-us/download/details.aspx?id=14834– Link to Poster in Previous Slide

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Demo Time!Brief demonstration of the current reports and

dashboard that were created.

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Overview

• Currently running reports and dashboards• Quick overview of the software used• Resource Report• ODC Macro

Thank You