Dashboarding à la Microsoft

Meinrad WeissPrincipal ConsultantTrivadis AG

Trivadis Solution Portfolio

2

Core technologies Microsoft, Oracle, IBM, Open Source

Core systems

Individualapplications

(SCM, ERP, CRM)

BusinessIntelligenc

eBusiness

Communicati

on

App

licat

ion

Perf

orm

ance

Man

agem

ent

Ap

plica

tion

Develo

pm

en

t

ManagedServices

Security

Train

ing

Trivadis Facts & Figures

Currently 12 locations with over 500 employeesBaden, Basel, Bern, Lausanne, Zurich Düsseldorf, Frankfurt, Freiburg, Hamburg, Munich, Stuttgart Vienna

Financially independent and sustainably profitable

Key figures in 2007Consolidated income: CHF 98 million / EUR 60 millionOver 1‘500 projects with more than 600 clientsOver 125 Service Level AgreementsAbout 5'000 training participants per year Research budget: CHF 6 million / EUR 3.6 million

Agenda

PerformancePoint ServerMonitoring

Fundamentals

What is a DashboardSharePoint (WSS and MOSS)PerformancePoint Server (PPS)

ArchitectureData SourceKey Performance IndicatorReport ViewDashboardFilterScore Card

Outlook SQL Server 2008PPS VNext

Windows SharePoint Dashboard

List of standard Reports

Output of a Report

SharePoint KPI‘s

Document LibraryExcel HTML View

Filtering

PerformancePoint Server (PPS) Dashboard

„Driving Seat“

ScoreCard with KPI‘s

Report Views

WSS, MOSS and PPS Monitoring

Windows Server 2003

Windows SharePoint

Services (WSS)

PerformancePoint Server (PPS)

Monitoring

Microsoft Office SharePoint Server (MOSS)

What happened?

Reporting

Performance Management

Strategy Why did it happen?

Analytics

What is happening?

Scorecards, Dashboards

What will happen?

Planning, Budgeting,Forecasting

The road to PerformancePoint Server

Part of “The Microsoft BI Burger”

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

END USER TOOLS AND PERFORMANCE MANAGEMENT APPS

ExcelPerformancePoint

Server

PerformancePoint ServerMonitoring

ArchitectureData SourceKey Performance IndicatorReport ViewDashboardFilterScore Card

Outlook SQL Server 2008PPS VNext

Agenda

Fundamentals

What is a DashboardSharePoint (WSS and MOSS)PerformancePoint Server (PPS)

PPS Dashboard (Designer)

ScorecardMetadata DB(SQL Server)

Data Warehouse(SQL Server)

OLAP Cubes(Analysis Services)

SharePoint or ODBC

ScorecardSharePoint ExperienceUsersDesigner Analyst

ScoreCard Application

PPS Monitoring Topology

Dashboard Designer

Familiar Microsoft Office 2007 look and feelFast Time to Delivery and Ease of AdministrationDesigned for collaboration and reuseOffline capabilitiesBuilt-in templates and wizards allow user to quickly build and share dashboards and scorecards

ScorecardsKey Performance IndicatorsMultiple Data Sources

Report ViewsAnalytic Charts and GridsStrategy Maps

Dashboards

Key Performance Indicators (KPIs)

Show actual value, target, status and trendCombine disparate data sources in a single KPI

Value from SSAS, targets from Excel

Objectives – roll-up one or more KPIs into a single, normalized score

Weighted or non-weighted

Multiple targetsCustom status indicatorsCustom KPI attributesHigh-to-low, low-to-high, or centered banding

Flexible “building blocks” for measuring

performance against plan

Scorecards

Nested KPIs and ObjectivesIntegrated strategy maps, cause-and-effect diagramsInteractive, collaborative scorecards

Filter by ScoreExpand / collapseAssociate KPIs with specific report viewsCell annotations

Custom properties, columns

Organize, roll-up, and score your KPIsfor an all-up view

of corporate performance.

Data Sources

KPIs with slice-and-dice capabilities (Analysis Services)KPIs from tabular data sources Combine multi-dimensional and tabular data on a single scorecard

Data Source Connectivity

Excel/ Excel ServicesSharePoint ListsSQL ServerAnalysis ServicesODBCExtensible

Access and combine data from avariety of resources bringing

rapidvisibility of corporate

performanceagainst plan to all users.

Data Source Time Intelligence

Dasboard Engine knows Time Structure

Works for OLAP and Tabular Data

Time Intelligence Filter

Dashboard Features

Interactive, visual displays of performance dataCombination of Scorecardand Report View(s)Parameterized using filtersIntegrated with SharePointCustomized using SharePoint Master Pages

Easily deliver aggregated, interactive views of your performance metrics and data to all your stakeholders and decision makers.

Dashboard Filters

Filters for pages, zones, or individual items

Fixed value listDynamic list based on MDX queries

Designate display and return columnsDefault values

Explore and compare performance across views and reports by choosing items from filter lists.

Analytic Grids and Charts

100% Thin client architecture based on ASP.Net and Ajax technology

Drill to detail, Drill up/down, Cross drillSmart column header and label shorteningAttributes displayed as part of the gridCustomizable grid formatting with CSSTooltips with full header labelExport values to Excel

Analytic Grid/Chart Designer

Drag and drop hierarchiesNavigate through hierarchiesPreview viewAdd filtersMDX editor mode

Design Analysis Services 2005 queries using navigation, query layout, and member selection.

Trend Chart and Analysis

Forecast data using scorecards and KPIsSet number of periods to forecastSet data mining algorithm parametersRequires OWC

Forecast values using the historical performance of scorecard data. Use SQL

Server data mining algorithms to generate

projections

Export to Excel/PowerPoint 2007

Export scorecards, analytic charts/grids and strategy maps directly from dashboards to Excel,PowerPoint 2007

Not very niceimplemented

Excel and ProClarity Integration

Tight integration of Excel 2007 workbooks, ProClarity Views and SharePoint Librariesvia Report Views

Microsoft Office SharePoint Server (MOSS)ProClarity AnalyticsServer (PAS)

360° View

Additional Context of ScoreCard

KPI’s

If possible KPI’s should be defined in Analysis Services CubesMDX supportKPI’s can be displayed in “all” other tools. “Single point of truth”

Define KPI Visualize KPIProClarity

PPS Monitoring

Excel 2007

SQL Server 2005Reporting Services

Analysis Services

User Tool with Wizard support

SharePoint

Support for non

Cube data

Additional Functionality of PPS KPI's

Leaf KPI‘s

Additional Functionality of PPS KPI's (2)

Leaf KPI‘s

Non Leaf KPI‘s

Additional Functionality of PPS KPI's (3)

Rollup using Scoring

Objectives

Scoring (Raw, Normalized)

Make uncomparable things comparable

Raw = 80 %

Normalized = 75 %

Actual = 4Target = 5

MOSS and/or PPS

WSSDash-board

Reporting ServicesReports

ExcelGrid,Chart

KPIList

PPSDash-board

Score Card with KPI’s

ProClarity(Win Client +PAS Srv)

Analytic Grid,Chart(MDX)

PPS X X X X

WSS X X

MOSS X X

PerformancePoint ServerMonitoring

ArchitectureData SourceKey Performance IndicatorReport ViewDashboardFilterScore Card

Outlook SQL Server 2008PPS VNext

Agenda

Fundamentals

What is a DashboardSharePoint (WSS and MOSS)PerformancePoint Server (PPS)

Reporting Services 2008

More scalable reporting engineDeployment agnostic of Microsoft® Internet Information Services (IIS)Word renderingMore flexible report layoutEnhanced data visualization (Dundas Controls)New “Report Desiger”

No need to use VS anymoreWill come some time after RTM

Performance Point Server Roadmap

ProClarity Analytics 6.2

ProClarity Analytics 6.3

Business Scorecard

Manager 2005

PerformancePoint Server 2007

(v1)

PerformancePoint Server v2

Available Today March 2007

Nov 2007 Office 14

Conclusion

Microsoft is a leadingplayer in the BI spacePerformance PointServer offers a very flexible platform for building ScoreCarding and Dashboard ApplicationsAnalysts like Gartner discovered the potential

More Infos

Trivadis TechnoCircleSQL Server 2008:

Was ist neu und relevant für DBA’s und IT ProfessionalsDie essentiellen Neuerungen für EntwicklerDas Herz einer modernen Business Intelligence Plattform

Next Generation Data Centric Applications with Visual Studio 2008 and SQL Server 2008

Mit Buchtaufe von Christian Nagel

Demo an unserem StandWPF goes Windows Trivadis FrameworkDatenbanksetup “Best Practices” und “SharePoints Umsetzung”

Wettbewerb und Gutschein

© 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.