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Building and Deploying Advanced Microsoft Office PerformancePoint Server 2007 Planning ApplicationsRob HawthorneManaging DirectorProphesy Ltd

Session Code: BIN 402

Specialist BI and Data Management CompanyFocused solutions within the entire Microsoft BI stack

Kimball Methodology for building Data Warehouse/Business Intelligence solutionsWorking with Government, Finance and ISV’s in NZSpecialist consultants who are recognised in their fieldTrue work-life balance

IntroductionProphesy Limited

Managing Director for Prophesy – BI & DatabaseBeen working with SQL Server since early versions 6.0 and aboveFocused on high availability and scalabilityAuthor of “Microsoft SQL Server 2000 Database Development from Scratch”

Blatant Product Placement

IntroductionRob Hawthorne

& wife carrying champ in 2004 & 2005!

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Agenda

Planning as part of overall Performance ManagementPlanning and Modeling Issues and GoalsProduct Demonstration

How Microsoft® Office PerformancePoint™ Server 2007 helps meets planning and forecasting needs

Where to find more information

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END USER TOOLS & PERFORMANCE MANAGEMENT APPS

ExcelPerformancePoint

Server

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

Integrated End-to-End BI Offering

Integrated approachsupport for multiple financial/operational processes

ForecastingWhat will happen?

Planning and BudgetingWhat do I want to happen?

DashboardWhat is happening now?

AnalyticsWhy did this happen?

Scorecard

How to coordinate what happens?Management Reporting

Financial Consolidation

What did happen?

Common KPI’s and Business Rules

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Performance Management Defined

Performance management is defined by the processes, methodologies and technologies organizations use to monitor, analyze, and plan business performance

PerformancePoint ServerProduct Goals

‘Flexibility within a framework’Support standardization and consistency of business definitionsSupport information requirements throughout an organization (Corporate, Region, Area, Division, Business Unit…)Enable ‘local’ information needs to be defined and supported within the framework (system)

User experienceBuild on users familiarity and knowledge of using OfficeBring ‘offline’ decision making on-lineCapture local IP/knowledge as part of the system

Enterprise readyRobust/scalable platformAuditable and secureData Center support and management

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1. Build and manage models, cycles, dimensions and hierarchies

2. Import and stage data

3. Manage user access and roles

Planning Server and Database

Consume

1. Deploy templates to Microsoft Office Excel, and reports SQL Server Reporting Services (RS)

2. Store metadata and business logic

3. Build cubes

1. Contribute to plans, forecasts and budgets in a rich, secure and auditable environment

2. Work and customize forms and reports

3. Submit, approve and audit assignments and jobs

Model

Planning Application

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MarkusThe Monitor

AnnaThe Analyst

EllenThe Explorer

MichaelThe Modeler

CarolynThe Contributor

Hung FuThe Hybrid

IggyThe IT Admin

Planning / Modeling:

Performs planning, budgeting, forecasting and consolidation

Plan = What do I want to happen?

Forecast = What will happen?

The ‘Planning’ Personas

IT Administration and Data Harvesting:Deploys and supports PerformancePoint applications

Internal = finance IT or shared technical resource

External = Microsoft Partner (IT consultant)

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Enterprise Data

Application

PerformancePoint Server

ApplicationApplication

CarolynThe Contributor

MichaelThe Modeler

Hung FuThe Hybrid

IggyThe IT Admin

PerformancePointAdd-in for Excel

PerformancePointAdd-in for ExcelPerformancePoint

Business Modeler

PerformancePointBusiness Modeler

Solution Overview

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Architecture Overview

ApplicationMetadata

Generate

UDMRelationalSchema

Dat

a Lo

ad

Type LibraryDriven Data

1

2

3

4 7

5

RelationalSchema

6

Automatic Sync

PPS Metadata +

XML Form Definitions (R

DL)

PPS MonitoringPPS Analytics

PPS Add-infor Excel

Application DB Export DB

Staging DB

PPS Views

BusinessModeler

Meta D

ata

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Handling Real-World ComplexityCorporate

Business Unit 1 Business Unit 2

Flexibility within a Framework

Forecast

Pricing

Consol.

Forecast

Pricing

CapEx

Sales

OpEx

Forecast

Pricing

CapEx

Sales

OpEx

Account

Entity

Scenario

Time

Product Family

Account

Entity

Scenario

Time

Product

Account

Entity

Scenario

Time

Service

Customer Market Segment

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PerformancePoint Server For Budgeting And Forecasting

1. Integration: Business Modeler extraction, transformation, and loading (ETL)

2. Quality/consistency: Business Modeler rules and logic

3. Analyze/report: Integrated reports, dashboards, and analytics

Manage the Process1

1. Translation: Model-to-model

2. Local guidance: Rules and logic

Top Down21. Orchestration: Templates, cycles, data flows

2. Consolidation: FI, consolidation, allocations, and associations

Bottom Up3

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Exploring PerformancePoint Models, Dimensions and Architecture

Rob HawthorneManaging DirectorProphesy Limited

demo

PPS Sustained Engineering Plan

CU 1Windows Server

2008Tested

CU 2 / SP1Windows Server 2008 Support,

SQL Server 2008 Tested

CU 3 / SP2SQL Server 2008

Support*CU 4

Jan 08 Fall 08May 08 Winter08

* Depends on SQL Server RTM date

No new features planned for Service Packs but will contain additional fixes including addressing any performance problems

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Q & A

www.microsoft.com/teched Tech·Talks Tech·Ed BloggersLive Simulcasts Virtual Labs

http://microsoft.com/msdn

Developer’s Kit, Licenses, and MORE!

Resources for Developers

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Product InformationWhat is Microsoft Office PerformancePoint Server 2007:

www.microsoft.com/business/performancepoint/productinfo/default.aspxInteractive product demo:

www.microsoft.com/bi/performancepointlaunch/demo/index.htmFeatures:

www.microsoft.com/business/performancepoint/productinfo/features.aspxTop 10 benefits:

www.microsoft.com/business/performancepoint/productinfo/top10benefits.aspxCase studies:

www.microsoft.com/business/performancepoint/productinfo/casestudies.aspxNews and reviews:

www.microsoft.com/business/performancepoint/productinfo/newsreviews.aspxSystem requirements:

www.microsoft.com/business/performancepoint/productinfo/systemrequirements.aspxLicensing:

www.microsoft.com/business/performancepoint/howtobuy/default.aspxMore at:

www.microsoft.com/performancepoint

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Guides And DownloadsTechnical portals

Office Developer Portalhttp://msdn2.microsoft.com/en-us/office/bb660518.aspx PerformancePoint Server TechCenter http://technet.microsoft.com/office/performancepoint/default.aspx

Technical guidesPlanning Server Business Rules Development Guidehttp://msdn2.microsoft.com/en-us/library/bb795339.aspx Monitoring SDK guideshttp://msdn2.microsoft.com/en-us/library/bb848116.aspx

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Downloads, Sample Data, ToolsPerformancePoint Server 2007 Evaluation Version (x86)

www.microsoft.com/downloads/details.aspx?FamilyId=6372C24F-67DD-42DD-B034-748907B23420&displaylang=en

PerformancePoint Server 2007 Evaluation Version (x64)www.microsoft.com/downloads/details.aspx?FamilyId=3ADAC793-DEF0-4BA8-A9AB-228979B8DB40&displaylang=en

PerformancePoint Server 2007 Sample: Monitoring Data www.microsoft.com/downloads/details.aspx?FamilyId=06F53613-9F9B-4403-8794-2FDF6DF9D898&displaylang=en

PerformancePoint Server 2007 Sample: Planning Datawww.microsoft.com/downloads/details.aspx?FamilyId=66B5D599-1B26-4ACC-8251-1F1EC692E78F&displaylang=en

Data Import Wizard for Microsoft Dynamics™ AX Toolwww.microsoft.com/downloads/details.aspx?FamilyId=8847B2B5-BD73-49F6-A78E-2F1D1674429E&displaylang=en

PerformancePoint Server 2007 Tool: Scorecard Migration Toolwww.microsoft.com/downloads/details.aspx?FamilyId=5A012033-20E3-4E84-8749-256F78E4158B&displaylang=en

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How Do I?How do I set up a model for shares calculation and consolidation? How do I create an association to move data between models? How do I use an assumption model? How do I write a business rule? How do I customize a currency rule template? How do I customize an intercompany reconciliation template? How do I export data with an outbound rule? How to: applications and models How to: dimensions and members How to: business rules How to: associations between models How do I use multiple data sources in a single time intelligence filter? How do I link KPIs to reports? How do I move my content from one environment to another?

For answers to these questions visit:http://msdn2.microsoft.com/en-us/library/bb795336.aspx

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Calls To Action

1. Visit the Office PerformancePoint Server 2007 site!

www.microsoft.com/performancepoint2. Visit the TechCenter site!

http://technet.microsoft.com/office/performancepoint/default.aspx

3. Attend the upcoming TechNet webcasts!www.microsoft.com/technet

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Microsoft Business IntelligenceResources

BI ConferenceOctober 6-9, 2008 in Seattle, WashingtonRegistration opened in June 200863 breakout sessions, 40 chalk talks, 20+ hands on labsMore information at http://www.microsoft.com/bi/conference/

All Content and Informationhttp://www.microsoft.com/biProduct Training, Labs, Demos, White Papers, Webcasts and Product DemosBlogs and CommunitiesCustomer Evidence and Case Studies

Business Intelligence NewsletterPublished quarterlySubscribe: http://www.microsoft.com/bi/about/newsletter.aspx

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Please complete anevaluation

BIN402

Rob Hawthorne

Rob Rocks! Tech.Ed is Awesome!

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© 2008 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.