Dashboard Overview. Bernd Schneider. Technical Solution Professional BI Microsoft Switzerland bernd.schneider@microsoft.com



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Dashboard Overview Bernd Schneider Technical Solution Professional BI Microsoft Switzerland bernd.schneider@microsoft.com

Techdays Bern (8./9. April) http://www.techdays.ch

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* Including Microsoft Office PerformancePoint Services 2007 * DATA INFRASTRUCTURE & BI PLATFORM Mainframe/ Departmental Systems

Trusted Business Intelligence Platform BI PLATFORM Mainframe/ Departmental Systems 7

Trusted BI Platform Your data, any place, any time

SQL Server Business Intelligence Integrate Analyze Report Microsoft SQL Server 2008 Integration Services Data acquisition from source systems and integration Data transformation and synthesis Microsoft SQL Server 2008 Analysis Services Data enrichment, with business logic, hierarchical views Data discovery via data mining Microsoft SQL Server 2008 Reporting Services Data presentation and distribution Data access for the masses

Self Service Access to Data Build on an open Analytic Platform Reporting Services Report Builder PerformancePoint Services Microsoft SharePoint technologies Excel 10

Demo SQL Reporting Services 2008 11

Advanced Dashboards and Performance Management Scorecards Analytics Geospatial Data linked images Search Advanced Filters Predictive KPI s

Dashboards Dashboard Designer Parameterization New Report Types Thin, Interactive OLAP Charts Thin, Interactive OLAP Grids Strategy Maps New Scorecards Capabilities Import Analysis Services KPIs Excel Service Integration Publish Excel Sheets in SharePoint Reporting Services Integration New data sources Excel 2007 SharePoint lists Enhanced User Experience Usability for Content Creators Analytic View Designer Extensibility

Easily deliver aggregated, interactive views of your performance metrics and data to all your stakeholders and decision makers. Key Capabilities Interactive, visual displays of performance data Reports from multiple data sources Integrated with SharePoint Parameterized Customized using CSS Contoso > PerformancePoint Home Contoso Production Data Contoso > PerformancePoint > Sales Overview Contoso Dashboard: Sales Overview Production Data Our Competitors Time Q3 CY 2004... Sales Scorecard Internet Sales Amount Customer Count Reseller Sales Amount Internet Gross Profit Reseller Gross Profit Average Sales Amount Gross Profit Actual $2,744,340.48 3,486 $10,926,196.09 $1,136,094.47 ($710,603.34) $742.72 $1,136,094.47 Apply Filter Mode Target $1,613,971.06 950 $6,733,903.82 $686,341.11 298,556.44 $1,709.44 $686,341.11 Customer Count Product Bikes Welcome Adelle Geography United States Reseller Sales... Tools Internet Sales

Quickly design and deploy compelling dashboards using layout templates and an intuitive drag-and-drop interface. New User Interface Office 2007 look and feel Templates for dashboards, scorecards, data sources Preview dashboards and scorecard views without deploying Right-click menus Drag-and-drop view placement Wizards to streamline tasks Key Capabilities Add multiple item types Scorecards Charts Grids Other Reports Parameters Drag and drop items to canvas Use flexible zone layouts Preview Deploy to SharePoint

Present Analysis Services 2008 queries in chart views tailored for dashboard displays. Explore the data through drilling to understand driving factors. Key Capabilities Stacked, vertical, and horizontal bar Line and mixed bar/line Drill to detail Drill up/down Cross drill Tooltips for data points Second-axis series Show chart data in a grid Export to Excel

Present Analysis Services 2008 queries in grid views tailored for dashboard displays. Explore the data through drilling to understand driving factors. Key Capabilities Drill to detail Drill up/down Cross drill Smart column header and label shortening Flatten row headers Attributes displayed as part of the grid Customizable grid formatting with CSS Tooltips with full header label Export values to Excel

Design Analysis Services 2008 queries using navigation, query layout and member selection, or MDX. Key Capabilities In Dashboard Builder Select chart or grid Select data source Define queries Insert parameters Preview Publish view MDX Editor available

Visually combine your organization s overall strategy with its performance goals, status, and related data. Key Capabilities Displays KPIs on any Visio object Uses PPS KPIs Supports Visio stencils

Explore and compare performance across views and reports by choosing items from parameter lists. Linked views and reports update together. Key Capabilities Add parameters to pages, zones, or items Override parameters with custom MDX (For AS 2005 views only) Use a static value list Use dynamic list based on MDX queries Designate display and return columns Set default values

Assess and combine data from a variety of resources bringing rapid visibility of Corporate Performance against Plan to All Users Key Capabilities Excel 2007, SharePoint lists as tabular data sources Create KPIs from Excel worksheets Data Source Connectivity Excel SharePoint Lists SQL Server Analysis Services ODBC Excel Services Extensible

Export scorecards and report views to Excel. Key Capabilities Export scorecards, views to Excel Static export from Sharepoint

Microsoft Office SharePoint Server 2007 & PerformancePoint Services provides Centrally Manage KPI s across the Business Reuse KPI s to ensure consistent measures Create and manage Scorecards: Roll Up and Consolidate KPI s Enable comments on KPI s for online collaboration Support methodologies (Six Sigma, Balance Scorecard) Strategy Maps to see Cause and Effect relationships Contextual Dashboard views for ease of discovery Advanced Filtering (Time Intelligence) Excel Services to publish Excel sheets to coworkers One environment for continuous business improvement (Monitor, Analyze)