SharePoint 2010 Insights 04 – Developing KPIs and Scorecards with SharePoint 2010 PerformancePoint Services - PowerPoint PPT Presentation

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SharePoint 2010 Insights 04 – Developing KPIs and Scorecards with SharePoint 2010 PerformancePoint Services

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  1. SharePoint 2010 Insights04 – Developing KPIs and Scorecards with SharePoint 2010 PerformancePoint Services SQL10R2UPD03-DECK-04 [Presenter Name] [Presenter Title] [Company Name]

  2. Module Overview • Introducing SharePoint 2010 Insights • What’s New in SharePoint 2010 Excel Services • What’s New in SharePoint 2010 PerformancePoint Services • Developing KPIs and Scorecards with SharePoint 2010 PerformancePoint Services • Developing Reports and Dashboards with SharePoint 2010 PerformancePoint Services • Managing Excel 2010 PowerPivot Solutions in SharePoint 2010

  3. Agenda • Introducing the SharePoint PPS Environment • Introducing the PPS Design Environment • Developing Data Sources • Developing Indicators • Developing KPIs • Developing Scorecards • Demo: Developing KPIs and Scorecards with SharePoint 2010 PerformancePoint Services • Lab: Developing KPIs and Scorecards with SharePoint 2010 PerformancePoint Services Reports, filters, and dashboards will be covered in Topic 05

  4. Introducing the SharePoint PPS Environment • SharePoint PPS Fundamentals • Creating New Elements • Managing Existing Elements • Browsing Dashboards

  5. SharePoint PPS Fundamentals • All items used by PPS dashboards must be cataloged in SharePoint lists • Dashboards are deployed to SharePoint libraries • The Business Intelligence Center site template includes: • Data Connections library • PerformancePoint Content list • Dashboards library • By default, these listsare configured to supportversioning

  6. SharePoint PPS FundamentalsPerformancePoint Content List Example

  7. Creating New Elements • Create Data Sources in the Data Connections library • Create all other items in the PerformancePoint Content list Creating new elements launches Dashboard Designer

  8. Managing Existing Elements • In the lists, the context menu for cataloged items supports: • Viewing and editing properties • Editing the element in Dashboard Designer • Managing check out and view of version history • Managing permissions • Deleting • For Scorecard and Report elements, there is also the option to display them

  9. Browsing Dashboards • Dashboards can be deployed from Dashboard Designer to document libraries that allow the addition of Web Part pages • Each Dashboard creates a folder • Each folder contains a Web Part page for each page of the Dashboard • Dashboard pages can be edited, if required, using tools such as SharePoint Designer

  10. Agenda • Introducing the SharePoint PPS Environment • Introducing the PPS Design Environment • Developing Data Sources • Developing Indicators • Developing KPIs • Developing Scorecards • Demo: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services • Lab: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services

  11. Introducing the PPS Design Environment • Dashboard Designer • Workspace Browser

  12. Dashboard Designer • Click-once deployed Windows application for developing PPS elements • All item definitions are saved in a Workspace file and in SharePoint lists • The Workspace file has an extension of .ddwx • Includes a ribbon with three tabs: • Home, Edit, and Create • Presents three panes: • Workspace Browser • Design pane – used for designing items • Details pane – used to report dependencies or to provide resources for the design of Scorecard, Report, and Dashboard elements New

  13. Dashboard DesignerContinued

  14. Workspace Browser • Organizes the content of the Workspace • Use the Workspace group on the Home tab to: • Add/remove lists • Add existing items • Refresh • “Get Latest Version” SharePoint lists Element folder

  15. Workspace BrowserContinued • The Save operations apply to: • The Workspace file • Can save locally or to a SharePoint library • Workspace elements • Always saves to the assigned SharePoint list • The Deploy operation applies only to dashboards • The Delete operation will also delete from the SharePoint list • Permissions management and Properties will direct the user to the appropriate SharePoint pages

  16. Workspace BrowserContinued • Use the Changes group on the Home tab to: • Compare the Workspace items to the SharePoint items • Validate that item dependencies are available • Mark items that differ from those saved in the SharePoint lists • Use the Import Items function to: • Import the contents of a Workspace into SharePoint lists Marked item

  17. Agenda • Introducing the SharePoint PPS Environment • Introducing the PPS Design Environment • Developing Data Sources • Developing Indicators • Developing KPIs • Developing Scorecards • Demo: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services • Lab: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services

  18. Developing Data Sources • Data Source Element • Data Source Configuration

  19. Data Source Element • Defines connection to business data used by PerformancePoint applications • Types include: • Supports Analysis Services 2005 and later • Preferred type is Analysis Services • Delivers high-performance query results • Cubes can be enriched with KPI definitions and referenced by KPI elements • Supports interactive features in scorecards and analytic reports

  20. Data Source Configuration • Connection Settings • Data Source Settings • Column Definitions • Time Properties

  21. Data Source ConfigurationConnection Settings • Multidimensional • Analysis Services • Server, Database, Role, and Cube or • Connection String • Tabular • Excel Services • SharePoint Site, Document Library, Excel Workbook, and Item • Excel Workbook • Imports the Excel workbook data into the Workspace • SharePoint List • SharePoint Site and List • SQL Server Table • Server, Database, Table, or View or • Connection String

  22. Data Source ConfigurationData Source Settings • Authentication • Unattended Service Account • Unattended Service Account and Add Authenticated User in the Connection String (Analysis Services only) • Per User Identity • Formatting Dimension (Analysis Services only) • Requires that the cube developer has defined a formatting dimension • Cache Lifetime (in minutes) New New Per User Identity is supported only when Kerberos delegation has been configured or if SharePoint claims-based authentication is employed

  23. Data Source ConfigurationColumn Definitions • For Tabular data sources, each column can have the following properties configured: • Column Name • Column Unique Name • Column Type • Dimension, Fact, Ignore, Key, TimeDimension • Aggregation (for Fact columns only) • Avg, Count, Max, Min, None, StDev, Sum, Var, First Occurrence • Key Column (for Dimension and TimeDimension columns only) • References a column of type Key PerformancePoint Services converts the tabular data on the fly into a dimensional structure

  24. Data Source ConfigurationTime Properties • To support Time Intelligence (TI) features, PerformancePoint needs to understand how time works for the data source • For Analysis Services: • Select a date hierarchy • Reference a date member to a calendar date • Define the time granularity of the selected hierarchy levels • For Tabular data sources: • Specify the Master column (of type TimeDimension) • Select required time-period levels • Year, Semester, Quarter, Month, Week, Day, Hour, Minute, Second • Select the Fiscal start month

  25. Agenda • Introducing the SharePoint PPS Environment • Introducing the PPS Design Environment • Developing Data Sources • Developing Indicators • Developing KPIs • Developing Scorecards • Demo: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services • Lab: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services

  26. Developing Indicators • Indicator Element • Indicator Configuration

  27. Indicator Element • Sets of graphics, text, and colors used to define different levels of performance when comparing a KPI actual to target • Indicator levels form the bands for the KPI target • Two types: • Centered or Standard • Can include 2-10 levels • Additionally, all indicators include a No Data level • Predefined indicators include: • Gauges, Stoplights, Smiley Faces, Progress Bars, Thermometers, and more

  28. Indicator Configuration • New indicators are added based on a template • Select from predefined Centered or Standard templates, or • Define a blank indicator • Specify Type (Centered or Standard) and the number of levels • Each level can have the following properties configured: • Display Name • Image (BMP, GIF, JPG, PNG) • Text and Background Color

  29. Agenda • Introducing the SharePoint PPS Environment • Introducing the PPS Design Environment • Developing Data Sources • Developing Indicators • Developing KPIs • Developing Scorecards • Demo: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services • Lab: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services

  30. Developing KPIs • KPI Element • KPI Configuration

  31. KPI Element • Predefined measure used to track performance of a strategic goal, objective, plan, initiative, or business process • For example, Market Share % • Compares and evaluates actual to target metrics

  32. KPI Configuration New • KPIs can consist of multiple actual metrics • Each actual metric can be compared to a target metric • Each metric can have the following properties configured: • Number Format • Data Mappings • Fixed value, Data source, Calculated metric • Calculation • Default, Data Source, Average/Sum/Min/Max of Children New

  33. KPI ConfigurationContinued • Target metrics must also configure thresholds, which involves: • Selecting a Scoring Pattern • Increasing is Better • Decreasing is Better • Closer to Target is Better • Selecting a Banding Method • Band by Normalized Value of Actual/Target • Band by Numeric Actual of Value • Band by Stated Score • Selecting an Indicator • The choice of indicator determines the number of bands • Built-in indicators remove the need to create these elements • Specifying the Worst Value

  34. Agenda • Introducing the SharePoint PPS Environment • Introducing the PPS Design Environment • Developing Data Sources • Developing Indicators • Developing KPIs • Developing Scorecards • Demo: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services • Lab: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services

  35. Developing Scorecards • Scorecard Element • Scorecard Configuration • Scorecard User Experience

  36. Scorecard Element • Depicts organizational performance by displaying a collection of KPIs together with performance targets for those KPIs • Can be organized hierarchically using: • Objectives and non-leaf KPIs • Multi-level hierarchies • Supports annotations

  37. Scorecard Configuration • Scorecards can be created by the Scorecard Wizard: • Select a Data Source (or fixed values) • If it is an Analysis Services data source, there is also the option to import cube KPI Definitions • Create KPIs from the data source measures, defining • Name, Actual, Banding Method, Targets • Add measure filters • Add member columns • Select the SharePoint list to create the elements in

  38. Scorecard ConfigurationContinued • Scorecards can be manually designed using the resources found in the Details pane: • Workspace KPIs • KPI metrics • Aggregations • Dimensions, dynamically resolved • Allows multi-level hierarchies • KPI properties • Named sets • Set formulas, dynamically resolved • Custom • Time New New

  39. Scorecard ConfigurationContinued • Use the Update function to retrieve live data Be careful not to interpret the data in the Scorecard because it is not yet filtered by a time period

  40. Scorecard ConfigurationContinued • Use the Settings group on the Edit tab to configure: • KPI settings • Modify Name and specify Weight • Metric settings • Actual • Modify Name • Target • Modify Name • Configure indicator visibility and position • Configure score type and rollup type • Configure variance comparison and format • Member settings • Allow dynamic expansion of members • Allow drill behaviors for the hierarchies New

  41. Scorecard User Experience • Users can: • Interact with the scorecard toolbar (if enabled) • Filter by status • Modify rollup type • Expand/collapse hierarchies • Sort metrics • Filter metrics • By value • Top/Bottom N • Add or read comments (if enabled) • Show details (PPS “Drill through”) • Analyze using a decomposition tree New New

  42. Developing KPIs and Scorecards with SharePoint 2010 PerformancePoint Services SQL10R2UPD03-DEMO-04 Demo

  43. Developing KPIs and Scorecards with SharePoint 2010 PerformancePoint Services SQL10R2UPD03-HOL-01 Lab

  44. Resources • PerformancePoint Services Product Team Blog • http://blogs.msdn.com/performancepoint • Getting Started with PerfomancePoint Dashboard Designer • http://officebeta.microsoft.com/en-us/dashboarddesignerhelp • Nick Barclay’s Blog • http://nickbarclay.blogspot.com

  45. © 2010 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.