VI-317: Introducing the Performance Management Canvas Designer
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Transcript of VI-317: Introducing the Performance Management Canvas Designer
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VI-317: Introducing the Performance Management Canvas DesignerVI-317: Introducing the Performance Management Canvas Designer
Presented by: John Kim, DeltekPresented by: John Kim, DeltekPresented by: John Kim, DeltekPresented by: John Kim, Deltek
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� Introduction to Vision Performance Management
� Overview of the Canvas Designer
� Configuring Gems
� Configuring Slicers
AgendaAgenda
� Configuring Slicers
� Notes for the Administrator
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� Understand the Value and Relevance of Performance Management
� Learn the Basic Functionality of the Gem, Slicer, and Canvas
� Configure a Web Dashpart Containing a Performance Management Canvas
Key TakeawaysKey Takeaways
Management Canvas
� Understand the Basic Components of the Administrative Functions
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Introduction to Deltek Vision®
Performance Management
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� Performance Management — Making Decisions Based on Information That Is relevant, Timely, and Accurate
� Business Intelligence Applications Give Users Valuable Insight into the Business through Powerful Reporting and Analytics
� Answers the questions:
Performance Management DefinedPerformance Management Defined
� Answers the questions:� How are we doing?
� Where are the “sweet” spots?
� What should we change?
� Represents an Institutional Change in How Information Is Consumed
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� Delivered with Deltek Vision 5.1 and 6.0
� Powered by multidimensional cubes developed in MSAS
� Focus on Projects and General Ledger
� Consists of a unique blend of visualizations and charts
Vision Performance ManagementVision Performance Management
� Consists of a unique blend of visualizations and charts powered by DSP
� All content is displayed and consumed on a dashboard integrated with Deltek Vision
� Delivered with five roles with up to ten visualizations per role
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Overview of the Canvas Designer
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� Canvas
� Gem
� Slicer
Key Aspects of the Performance Management DashboardKey Aspects of the Performance Management Dashboard
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� A Collection of Visualizations, Charts, and Graphs
The CanvasThe Canvas
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� A Visualization, Chart, or Graph That Populates a Canvas
The GemThe Gem
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� Allows Dynamic Filtering Based Upon Defined Attributes
The SlicerThe Slicer
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Configuring Gems on the Canvas
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� Launch the Web Browser and Direct It to the Hosted DSP Site
� Launch the Designer and Start the Gem Wizard
Getting StartedGetting Started
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� Either the Projects or G/L Cube Must Be Chosen
� Either a Chart or Table Must Be Chosen
Choose the Attributes of the GemChoose the Attributes of the Gem
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Define Basic Information for the GemDefine Basic Information for the Gem
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� Add a Slicer for Personalization
Define Additional Properties for the GemDefine Additional Properties for the Gem
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� Define the X Axis of the Chart
� Indicate the Desired Slicer(s)
Define Additional Properties for the Gem (cont’d)Define Additional Properties for the Gem (cont’d)
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Define the Measure(s)Define the Measure(s)
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Complete the Gem and Add It to the CanvasComplete the Gem and Add It to the Canvas
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� Adding the Project Type as a Slicer Enables the Consumer to Easily and Dynamically Alter the Chart
Add a Slicer to Filter the DataAdd a Slicer to Filter the Data
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Configuring Slicers on the Canvas
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� Slicers Are Accessed in the Toolbox and Can Be Added to the Canvas by Dragging and Dropping Them onto the Canvas
� Multiple Slicers Can Be Added to Quickly Sort Through the Data and Alter the Appearance of the Chart
Additional Information about the SlicerAdditional Information about the Slicer
� Slicers Can Be Added to the Toolbox through an Intuitive Wizard
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Define the Data Source for the SlicerDefine the Data Source for the Slicer
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Define the Type of SlicerDefine the Type of Slicer
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Select the SlicerSelect the Slicer
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Define the Properties of the SlicerDefine the Properties of the Slicer
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The Slicer Appears in the ToolboxThe Slicer Appears in the Toolbox
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Notes for the Administrator
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� Vision Supports the Consumption of a Performance Management Canvas as a Web Dashpart
� This Web Dashpart Is Added and Configured in Vision Like All Other Web Dashparts
� A New Web Dashpart Called Performance Management
Displaying a Canvas on the Vision DashboardDisplaying a Canvas on the Vision Dashboard
� A New Web Dashpart Called Performance Management Canvases Is Supported in Vision
� The Administrator Has the Option to Choose Which Roles Can Consume Each Respective Dashpart
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Adding the Canvas as a Web DashpartAdding the Canvas as a Web Dashpart
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Authentication
• Who are you?
Authorization
• What are you authorized to do?
Introduction to SecurityIntroduction to Security
• Who are you?
• Are you permitted to access the system?
• What are you authorized to do?
• What are you authorized to access?
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Administrator
Project
Roles and SecurityRoles and Security
Executive
Departmental Manager
Departmental Manager
Project Manager
Task Manager
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� The Performance Management Canvases Access the MSAS Cube for Determining Data Access and Not Vision Roles
� Data-level Security Can Be Leveraged Regardless of Security Defined in the MSAS Cube
� Data-level Security Is Engaged Only When Consuming the
Roles and Security (cont’d)Roles and Security (cont’d)
� Data-level Security Is Engaged Only When Consuming the Canvas as Part of a Web Dashpart in Vision
� The Canvas Will Determine Access in the Form of a Slicer That Is Based on a Role
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� DSP Supports the Following Authentication Providers: Anonymous, Basic, NTLM, and Windows Integrated Security
Assigning Security Within DSPAssigning Security Within DSP
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� DSP Allows the Administrator to Assign Roles Based on the Authentication Provider
Assigning Roles Assigning Roles
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� Vision Performance Management Is a Powerful Tool to Analyze the Trends in Your Business
� The Intuitive Canvas Designer Allows Virtually Anyone in the Enterprise to Quickly Chart and Graph Information
� Implementing a Performance Management Solution
ConclusionConclusion
� Implementing a Performance Management Solution Empowers Users to Make Intelligent Decisions
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Q&A Q&A
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� The Following Session Provides Additional Information on the Performance Management Dashboard Capabilities
� VI-113: Introducing the Deltek Vision® Performance Management
Dashboards
� Visit the Sales Kiosk in the Solutions Pavilion for More
Information
Call to ActionCall to Action
Information
� Contact your Deltek Solutions Development Executive for an Implementation Plan
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