Inside PerformancePoint

Dan EnglishPrincipal Business Intelligence Consultant

Superior Consulting Services, LLCdenglish@teamscs.com

Speaker Background

• Developing with Microsoft technologies for over 14 years • Over 7 years experience with Data Warehousing and Business

Intelligence• Microsoft SQL Server MVP, Microsoft Certified IT Professional (MCITP),

and Microsoft Certified Technology Specialist (MCTS)• Architect and develop dashboard solutions for enterprise reporting and

monitoring• Experienced in ETL and Analysis Services development, requirements

gathering, and data modeling• PASSMN 2009/2010 – Executive Board Chair (President)• Microsoft MN BI User Group 2011 – Leadership Board• Twitter – http://twitter.com/denglishbi• Vimeo Videos - http://vimeo.com/user3952239/videos

Dan Englishhttp://denglishbi.wordpress.com

New Book in the Works!

Unlock the power of Microsoft Power View and build rich BI reports with just a few clicks

SCS Background

• Founded in 1997, SCS is a technical consulting firm focused exclusively on Microsoft technologies to provide custom solutions

• Headquartered in Burnsville, MN• Microsoft Gold Certified Partner since 2006• Microsoft Managed Partner• Provide solutions in the areas of Business Intelligence,

Reporting, Application Development, Networking, SharePoint, and Special Projects

• Industry recognized authorities via books, speaker engagements, and direct assistance to Microsoft

Session Outline

• PerformancePoint Overview – what is it, where did it come from, and how do you get it

• What’s changed in 2010 release?• Dashboard Designer – how do you install it and what

is it used for• Dashboard Creation 101 – hold on to your seats, I

will quickly build out and deploy a fully functional and interactive dashboard

• Insight from the trenches – tips and tricks along with experience from client deployments

Quick Audience Poll

How many people know what PerformancePoint is?

Has anyone done any development with PPS 2007 or 2010?

Who has heard of or used ProClarity Analytical Server or Desktop client?

PerformancePoint History

Business Scorecard Manager 2005 Nov

2005

ProClarity Acquisition Apr 2006

PPS 2007 CTP mid-2006

PPS 2007 RTM Nov

2007

PPS 2007 Apr 2009 part of SharePoint E-CAL, Planning

termed

PPS 2010 SharePoint

2010 Enterprise June 2010

What is PerformancePoint (PPS)

PerformancePoint Server 2007 (v1)

Monitoring & Analytics

Business Scorecard

Manager 2005

ProClarity Analytical

Server (PAS)

Planning

Biz #

What is PerformancePoint (PPS)

PerformancePoint Services 2010 (v2)

Scorecarding Monitoring & Analytics

New features &

functionality

PerformancePoint Services

Monitor

What happened? What is happening? Analyze

Why did it happen?

PlanWhat will happen? What do I want to

happen?

StrategyStrategy

PerformancePoint Services

Microsoft Business Intelligence Overview

Business User Experience

•Analysis Services•Reporting Services•Integration Services•Master Data Services•Data Mining•Data Warehousing

•Dashboards & Scorecards•Excel Services•Web based forms & workflow•Collaboration•Search•Content Management•LOB data integration

•Self-Service access & insight•Data exploration & analysis•Predictive analysis•Data visualization•Contextual visualization

Business Collaboration Platform

Data Infrastructure & BI Platform

What’s new in PPS 2010?

• Fully integrated into SharePoint 2010– Central Admin for

Configuration– Shared Service– Secure Store authorization is

an option– Single security and

versioning model• Independent authentication

for data sources• Decomposition Tree• Scorecard enhancements

What’s new in PPS 2010?

• Filters are 1st class citizens now (not embedded in dashboards)

• Streamlined dashboard deployment

• Improved UDM support in Dashboard Designer

• Analytical report enhancements

• Analytical Pie Chart• Web parts can communicate

with other SharePoint parts• SP1 Cascading Filters & Apply

Filters functionality

PerformancePoint Highlights

• Dashboards− Dashboard Designer− Filters

• Report Types− Thin, Interactive OLAP Charts & Grids− Reporting Services− Strategy Maps− Excel Services− KPI Details− ProClarity Views

• Scorecard Capabilities− Import Analysis Services KPIs− Export to Excel from Dashboards

• Data Sources− Multidimensional− Tabular

− Excel Services & Workbooks− SharePoint lists− SQL Server Table

• Enhanced User Experience− Bulk Editing− Time Intelligence

• Extensibility

PerformancePoint Analytical Reports

Key Capabilities• Drill Up/Down• Drill Down To (Cross Drill)• Expand/Collapse• Sort and Filter• Pivot• Select Measures• Show Details (Drill to Detail)• Decomposition Tree• Tooltips for data points• Show chart data in a grid (and vice versa)• Export to Excel or PowerPoint• Show in New Window• Smart sizing & AJAX technology

Dashboard Designer

ClickOnce Application Download/Install from SharePoint

Key Capabilities• Add multiple item types

• KPIs / Scorecards• KPI Details• Analytical Charts• Analytical Grids• Strategy Maps• Other Reports• Filters

•Drag and drop items to canvas•Connect views with filters• Use flexible zone layouts• Deploy to SharePoint

Demo Dashboard

PERFORMANCEPOINTDemo

Insight from Trenches

• Obtain the ‘key’ or ‘hot’ metrics to present• Provide high-level summarized views

– Highlight the anomalies– Surround with supporting views– Include additional pages broken out (more granular)

• Be careful with use of colors and visuals – 10% males color blind• Distributed environments and dynamic security = Kerberos• Multidimensional data source is golden nugget to data discovery

– Analysis Services or PowerPivot• Make the items interactive

– Utilize good filters and link the items• Be creative and think ‘outside’ the box for solutions

– Leverage all of the technologies available• PerformancePoint 2010 Content Deployment – http://ppscd.codeplex.com (2007 BI

RAP tool)• Use IE8 or higher for performance reasons (allows up to 6 connections versus 2)

Resources

• PerformancePoint Services Resource Center - http://msdn.microsoft.com/en-us/sharepoint/gg176656.aspx

• PerformancePoint Services in SharePoint Server 2010 (learning/labs) - http://technet.microsoft.com/en-us/sharepoint/hh239868

• Up to Speed with PerformancePoint Dashboard Designer http://office2010.microsoft.com/en-us/dashboard-designer-help/up-to-speed-with-performancepoint-dashboard-designer-HA101818158.aspx

• Corporate Dashboards: Sales Solution - http://technet.microsoft.com/en-US/bi/ff643005.aspx

• PerformancePoint Team Blog - http://blogs.msdn.com/performancepoint/default.aspx

• Microsoft BI site - http://www.microsoft.com/bi/

• Microsoft BI TechNet site - http://technet.microsoft.com/en-us/bi/default.aspx

• SQL Server Best Practices - http://msdn.microsoft.com/en-us/sqlserver/bb671432.aspx

• Microsoft Virtual Labs (TechNet and MSDN) - http://www.microsoft.com/events/vlabs/default.mspx

QUESTIONS