Fun with Scorecards and Indicators Wrap Up & Questions.
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Transcript of Fun with Scorecards and Indicators Wrap Up & Questions.
Advanced Dashboard Creation Using PerformancePoint Services
Jason BurnsProgram ManagerMicrosoft
Introduction & Agenda
Interactivity with Filters and Web Part Connections
Using External Reports with PerformancePoint Dashboards
Fun with Scorecards and Indicators
Wrap Up & Questions
Before we get started….
SQL Server Analysis ServicesCubesOLAP
PerformancePoint Technologies
Who, Why, What?
Whiz at ExcelComfortable in SharePoint
HeidiWants to compare Movie Sales and Reviews.What movies are making the most money?What do the viewers think of those movies?
Where is the data?Two SharePoint Lists
Movie Sales Data by Day
Movie Review Data by Movie
What Heidi Wants
Top 5 Movies by Sales with Average Review Score
Movie Gross Sales Average Review
Fast Five $200,974,868.00 3.5
Insidious $96,454,976.64 3.5
Rio $68,224,731.80 3.9
Madea’s Big Happy Family $40,682,377.90 2.9
Water for Elephants $37,068,132.50 3.3
Fun with Scorecards and Indicators
Topics
Create Custom Indicator in Dashboard DesignerCreate a KPI from a SharePoint ListCreate a ScorecardAdd Scorecard to Dashboard
What Heidi Really Wants..
Show Gross Sales in MillionsShow Average Review with Stars
Movie Gross Sales Average Review
Fast Five $200 M
Insidious $96 M
Rio $68 M
Madea’s Big Happy Family $40 M
Water for Elephants $37 M
demo
Just The Beginning: Fun with Scorecards and IndicatorsJason BurnsProgram ManagerOffice BI, Microsoft
Recap and Resources
Create a KPI Indicatorhttp://office.microsoft.com/en-au/performancepoint-server/create-a-kpi-indicator-HA010247659.aspxLearn about PerformancePoint Scorecardshttp://office.microsoft.com/en-au/sharepoint-server-help/learn-about-performancepoint-scorecards-HA101774756.aspx?CTT=1
Using External Reports with PPS Dashboards
Topics
Overview of Reporting OptionsAdd an Excel Services ReportAdd a Reporting Services ReportAdd a Web Report
What Other Reports Can I Use?
Excel ServicesProClarity AnalyticsReporting ServicesVisio Strategy MapWeb Page Reports*
Adding an Excel Services ReportInspired by Excel MVP Purna Duggirala (Chandoo.org)http://chandoo.org/wp/2011/04/07/show-details-on-demand-in-excel/
This can be our Scorecard!I bet I could do this with Excel Services!
demo
Baby Steps: Using Excel Services Reports with PerformancePoint DashboardsJason BurnsProgram ManagerOffice BI, Microsoft
Adding a Reporting Services Report
Movie Review Data by Movie
I want to see the review text with the details!
demo
Baby Steps 2: Using Reporting Services Reports with PPS DashboardsJason BurnsProgram ManagerOffice BI, Microsoft
Adding a Web Report
Would be cool if I had these on my dashboard too!
demo
Baby Steps 3: Using Web Reports with PPS Dashboards
Jason BurnsProgram ManagerOffice BI, Microsoft
Recap and Resources
Overview of Excel Services Reports in PPS Web Partshttp://technet.microsoft.com/en-us/library/gg482034.aspxOverview of Reporting Services Reports in PPS Web Partshttp://technet.microsoft.com/en-us/library/gg576961.aspxOverview of Web Page Reports in PPS Web Partshttp://technet.microsoft.com/en-us/library/ff724284.aspx
Interactivity with Filters and Web Part Connections
PPS Dashboard
Reporting Services Report
Excel Services Report
Web Report
PPS Scorecard
Filter
Web Part and Filter Connection Facts..
A PPS Dashboard is a SharePoint Page with Zones and Web PartsAll PerformancePoint Scorecards, Reports and Filters are Web PartsPPS Web Parts use the SharePoint Web Part Connection FrameworkWeb Part Connections can be made end edited in Dashboard Designer or in the browser*
Be Careful Editing PerformancePoint Dashboards outside Dashboard Designer. If you redeploy your Dashboard from Dashboard Designer, changes you made in the browser will be lost!
!
Power Pivot
demo
Using PowerPivot as a Data Source
Jason BurnsProgram ManagerOffice BI, Microsoft
demo
Getting our Hands Dirty: Adding a filter to a Dashboard
Jason BurnsProgram ManagerOffice BI, Microsoft
demo
Getting our Hands Dirty: Connecting a Scorecard our Reports
Jason BurnsProgram ManagerOffice BI, Microsoft
Recap and Resources
Create a PowerPivot Data Connectionhttp://technet.microsoft.com/en-us/library/ff191197.aspxCreate a Dashboard Filter using Dashboard Designerhttp://technet.microsoft.com/en-us/library/gg410940.aspxConnecting Filters to Reports or Scorecards with Dashboard Designerhttp://technet.microsoft.com/en-us/library/ff535781.aspx
What we’ve covered…
Scorecards on SharePoint DataAlternatives to PPS Analytic ReportsInteractivity and Connectivity
Questions???
What’s Next?
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