bi and reporting using project server and sharepoint marc soester managing director ipmo pty ltd...
TRANSCRIPT
(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?
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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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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
Microsoft Confidential
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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
Microsoft Confidential
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Demo PerformancePoint Services
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X`
Puzzle it together
Performance Point
Services
Reporting Services
Excel Services
Demo Puzzle it together
Summary
Microsoft Confidential
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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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