bi and reporting using project server and sharepoint marc soester managing director ipmo pty ltd...

(c) 2011 Microsoft. All rights reserved.

BI AND REPORTING USING PROJECT SERVER AND SHAREPOINT

Marc SoesterManaging DirectorIPMO Pty Ltd

SESSION CODE: OFS311

(c) 2011 Microsoft. All rights reserved.

AgendaAgenda Subtitle

► Dashboard– Why and How

► Information Flow– Data Source

► Tools– Excel Services– Reporting Services– Performance Point Services

► Puzzle it together► Summary► Questions

(c) 2011 Microsoft. All rights reserved.

Why Dashboards?

Dashboard how?

(c) 2011 Microsoft. All rights reserved.

Develop Dashboard

Layout

Information

Purpose + Audience

Report Type Supporting Information

Acknowledge Need Define Requirements

Define Specifications

Design Solution

Test Train Support Refine

Communities

Search

Composites

ContentInsights

Sites

Portfolio Selection

Schedule Management

BI & Reporting

Resource Management

Project Team Collaboration

Demand Management

The Business Collaboration Platform for the Enterprise and the Web

Synch to SharePoint

Project and Portfolio Management for SharePoint

Project Server 2010 BI

Data Source

Relational- Project Server reporting DB

Analytical - Departmental OLAP Cubes

Tools to use Usage

Excel Services Standard Reports and Analysis

PerformancePoint Services Dashboard, Key Performance Indicator (KPI)

Visio Services (and others...) Process Visualization

SQL Reporting Services Printable Standard Reports

Online Views Quick Online Views

Dat

abas

e

Arc

hite

ctur

e U

ser

Inte

rfac

eProject Server Data flow

Reporting and Analysis

Reporting Data Source

Report OLAP

On ProcessOn Publish

Process

Archive

Draft

Publish

SharePoint

Transaction

PWA

Project Professional

SharePoint®

Other

SQL Reporting Database

- Project Schedule Data- Global Resource Data- Timesheet Data- Some SharePoint Risks, Issues - Demand Management Data

Project Server 2010

Report DB

Predominant usage is Standard Reports- Printable Reports (Status Report)- Real Time Reporting

Analytic Data Database (OLAP)

Project 2010

OLAP Analysis Databases Many

Cubes within the Analysis Database 14

Predominant usage is Analysis and Ad-Hoc Reports- Not Real-time, updated based on process- Pivot Table functionality - Analysis on numbers, not text

Based on Departments

The Reporting Tools

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11

Project Server 2010 and SharePoint Server Business Intelligence (BI) and Reporting

Online Views Excel Services

Performance Point

Visio Services

Reporting Services Power Pivot

(c) 2011 Microsoft. All rights reserved.

Project Server Business Intelligence► Out of the Box Business Intelligence► Predefined Data Connections ( ODC )

– Relational and– OLAP

► Predefined Templates– Excel Services Reports

► Predefined Sample Templates

Demo Business Intelligence

(c) 2011 Microsoft. All rights reserved.

Build a Dashboard - Demo

► Utilising Project Server’s Data source we:– Develop Excel Services Report– Develop Reporting Services Report– Develop Performance Point Services Report– Develop Global filters

► Puzzle it together– Create a Dashboard

► Publish to Audience– Project Server Business Intelligence Centre

We build a Dashboard from scratch

Excel Services

► Out-of-the-Box Project Server 2010 Business Intelligence– Excel is the most widely used reporting tool– Interactive and data-driven reports– Pre-defined reports for dashboards– Pre-connected templates for quick report creation– Automatic template creation– Business Intelligence Center

Integrated Excel-Based Reporting

How Does It Work?

Project Web Access -> Business Intelligence Center

ExcelServices

Office Data Connection

Excel Workbook

Database Server

Secure Store

Application Profiles

Relational Analytical

Demo Excel Services

Reporting Services

►Microsoft® SQL Server® 2008 Reporting Services– Create your printable report

in pdf, xlsx, docx…– Reports accessible through browser– Reporting power to the

user – Report Builder 2 or 3– Subscribe to your report

Print your reports

Reporting Services 2008 R2 will give you additional charting controls

Reporting Services

► Audience for Report Generation:– Report Developers / Business Users

► Client Tools:– Microsoft® Visual Studio® 2008 and Visual Studio®

2010, Report Builder 3.0

► Web Tools:– Report Viewer

► General Purpose– Printable Reports

Print your reports

Why Report Builder ?

► Power users do not require Visual Studio► More intuitive to use► Almost the same functionality as Visual Studio► Easy installation to desktops

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20

Demo Reporting Services

PerformancePoint Services

► SharePoint Insight:– Interactive and data-

driven dashboards– Create Scorecards from

multiple data sources– Strong visualization of consolidated data– Root cause identification with drilldown option– Brings all technologies together

Create your dashboard

PerformancePoint

► Audience for Report Generation:– Business Users / Report Developers

► Client Tools:– Dashboard Designer and Web Parts

► Web Tools:– Dashboard

► General Purpose– Dashboard, Key Performance Indicators,

Scorecard, Visual Indicators

Create your dashboard

Dashboard Designer

► Desktop tool with rich UI► Based on PerformancePoint► Creates Data connections► Creates Data content► Brings different reporting

technology together

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Demo PerformancePoint Services

(c) 2011 Microsoft. All rights reserved.

X`

Puzzle it together

Performance Point

Services

Reporting Services

Excel Services

Demo Puzzle it together

Summary

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Understand your Data Source

Project Server 2010 reporting tools

Online Views Excel Services Performance Point Visio Services Reporting

Services Power Pivot

Chose the right tool for the right job

Involve the end user in the report development

Project Server 2010: great data source !

SharePoint Server 2010: great reporting and Dashboard tools !

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Questions?

CONTENT SLIDE

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© 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.

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