Developing enterprise performance management solutions with PerformancePoint Server 2007

“Developing enterprise performance management solutions with

PerformancePoint Server 2007”

Dragan MilovanovićPexim Solutions

Performance Management


Performance Management “is a set of management and analytic processes, supported by technology, that enable businesses to define strategic goals and then measure and manage performance against those goals” (Business Performance Magazine)Performance Management can change how people drive business performance


Why drive business performance?Many organizations are successful in defining mission and vision and creating strategiesBut..Many of them are not successful in executing strategies (failure rates 60 – 90%)Common to all companies that execute their strategies well is a formal strategy execution process

Performance ManagementWhere are we now?

Intensive

Difficult to use

Fragmented

Costly

Departmental

Inflexible

Performance ManagementToday’s process

Information Workers

Consolidate

Business Analyst

Executives

Performance ManagementProcess

Monitor

AnalyzePlan

Strategy

What will happen?What do I want to happen?

What happened?What is happening?

Why?

PERFORMANCE MANAGEMENT WITHPERFORMANCEPOINT SERVER 2007

PerformancePoint Server 2007Microsoft Vision

“Improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions”

Make decisions fasterImprove responsivenessEnables easier consolidation and consistencyIntegrate key aspects of performance management process: monitor, analyze, planImprove performance of organization by delivering information to all employees through Microsoft OfficeCreate enterprise, repeatable solutionsNot expensive

PerformancePoint Server 2007Widespread BI Solution

APPLICATION LAYERExcel PerformancePoint

ServerPLATFORM LAYER

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

PerformancePoint Server 2007Features

What will happen?Forecasting

What happened?Reporting, Consolidation

What is happening?Scorecards, Dashboards

Why did it happen?Analytics

What do I want to happen?Planning, Budgeting

PerformancePoint Server 2007Key features

Monitor business performanceVisualize strategy and goalsRich presentation capabilitiesMultiple data sources

Analyze business performanceUnderstand complex information easierHighlight trends and capture opportunities

Enterprise planning, budgeting and forecasting including reporting and consolidation

PerformancePoint Server 2007Components

Planning ServerPPS Planning System DatabasesPPS Planning Application DatabasesPPS Planning Models (SSAS)PPS Web ServicePPS Windows Service

Monitoring ServerPPS Monitoring System DatabasePPS Monitoring Web ServicePPS Dashboard Web PreviewPPS Dashboard Viewer for SharePoint Services (Web Part)Monitoring Central

ToolsPlanning Administration ConsolePlanning Command Utility – PPSCmd.exePlanning Business ModelerDashboard DesignerExcel Add-in

PlanningBudgeting

Forecasting

PerformancePoint Server 2007Planning Process

Strategic

Operational

Financial


Planning

Scenarios

Models

Analysis(what-if..)

Budgeting


GL

HR

ERP

Source Systems

Planning Database

Cube

Planning Business Modeler

Plan

Actual

Data input

PerformancePoint Server 2007Planning Concepts


ApplicationAggregation of metadata types (also known as Business Type Library) which represents Model Site which contain Models, Dimensions, Members Sets and other predefined or user-defined objects.Each application has it’s own SSAS 2005 database as well as Application and Staging database.

Model SitesEach application contains one root model site.All other model sites must be defined under this root model site. Model sites are used for organizing data in application and contain models, dimensions, security informations and business process definitions.

Model subsitesRepresent the business structure of a company. Company may create subsites based on divisions or business units. Each model site, contains one or more models.


ModelBasic unit of data storage in application and define how data is organized. Models contain model properties, dimensions, business rules and calculations. Model is mapped to cube in model site’s Analysis Services database


Model type Description

Generic Predefined rules for accounting logic are not included.

Global assumption Available to all model sites. An assumption model holds baseline data that applies throughout a business or to a financial model.

Exchange rate Tracks various foreign exchange values for a given period, exchange type, and all currencies in the system.

Financial with shares calculations

Has the ability to perform a statutory consolidation with shares calculations.

Financial without shares calculations

Has built-in logic to perform a consolidation without shares calculations.


DimensionsDimension is organized set of members that describes business data (for example: country, region, account). Predefined dimensions are automatically generated when application is created. PPS contains several predefined dimensions, which can be used as templates, thus can be modified and enhanced.

Dimension MembersDimension member is a single item in dimension. Dimension members can be organized in member sets.

Member SetsMember set is a selected hierarchy of members that is used to create models.Members can belong to an unlimited number of member sets.

Member ViewsMember view is system-maintained grouping of members based on their properties. They are not used to create models, instead they provide alternative way to create reports by using dimension member properties to analyze groups of related members. For example: creating member view to summarize all dimension members with the same value of some property

PerformancePoint Server 2007 - Planning ConceptsAccount

Business Process

Consolidation Method

Currency

Entity

Exchange Rate

Flow

Intercompany

Scenario

Time

TimeDataView

User


Business RulesBusiness rules are prescribed actions that are used for performing operations on multidimensional data in a model. For example: business rules are used to create forecasts, variances...Each rule has following properties: rule set type, rule type and rule implementation. Rule must be of some rule set type and rule type. This determines also implementation options, which can be: SQL, MDX query and script or specialized implementation based on rule type.

AssociationsAssociation is a logical connection between two models, called source and destination model. You can move fact data from source to destination model and you can aggregate them during this process.


Assignment •A process-related task, such as data entry, that is assigned to a user. Assignments can be defined to include review and/or approval by other users.

Job •A system task such as loading data, running rule sets, or sending notifications. Jobs can be defined and run either as part of a cycle, or independently.

Cycle •Defines the date that a job will occur or that an assignment is due. A cycle might be a one-time occurrence, or it might be scheduled to recur repeatedly over a span of time or a specific number of instances.

Form •Used for data entry, whereas a report is used to display data. Forms and reports are created in PerformancePoint Add-in for Excel as worksheets.

PerformancePoint Server 2007Reporting and Consolidation

Create enterprise-wide reports and combine operational and financial data without need to consolidate themBuild and share production quality reports from Excel based on secure and centrally managed serverFinancial intelligence: access-path to sensitivity and variance analysis (price, quantity, customer, product mix, timing)Financial consolidation including support for GAAP and IFRS, currency conversion, inter-company elimination and reconciliationDynamic and standard reports including financial statements, management reports and ad-hoc analysis

PerformancePoint Server 2007Planning Demo

DemoUsing PBM to define modelsData input using Excel Add-in

Management reporting using Excel Add-in

Monitoring Analytics

PerformancePoint Server 2007Monitoring & Analytics

Build performance dashboards and perform analysisMonitor organizational performance and take appropriate actionsCollaborative environment and rich, personalized views and analytics for all users and all types (Office, SSRS, MOSS)Monitoring spans from personal performance dashboards to formal methodology-based and cascading scorecards while analytics include multidimensional slice and dice, decomposition trees, drill-across, server business logic definitions, root-cause analysis and prediction.Support for web based and offline analysis, reflecting all changes from planning process.Build and share reports, dashboards and analysis with other users without coding effort.Use and combine different data sources.Store analytical views in SSRS, MOSS or output to PDF, XML…


Monitoring & Analytics Report Types:DashboardsReporting ServicesScorecardsKPI’sStrategy MapsExcel 2007 & Excel ServicesPivotTable & PivotChartAnalytical Charts & Grids


Monitoring & Analytics Features:Dashboard DesignerRich analytical optionsCombine metrics from different data sources (SQL Server, SSAS, Excel, SharePoint lists...)

PerformancePoint Server 2007Monitoring & Analytics Demo

DemoDashboards and Scorecards

Dashboard Designer

Questions?

Thank you!

Developing enterprise performance management solutions with PerformancePoint Server 2007

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