ca project & portfolio management: business intelligence

World®’16

CAProject&PortfolioManagement:BusinessIntelligence

LindaWrayCATechnologies

AMX65E

AGILEMANAGEMENT

2 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD

©2016CA.Allrightsreserved.Alltrademarksreferencedhereinbelongtotheirrespectivecompanies.

Thecontentprovidedinthis CAWorld2016presentationisintendedforinformationalpurposesonlyanddoesnotformanytypeofwarranty. The informationprovidedbyaCApartnerand/orCAcustomerhasnotbeenreviewedforaccuracybyCA.

ForInformationalPurposesOnlyTermsofthisPresentation


Abstract

Thiscourseisforthebusinessinformationproviderwhomustdeterminethemetricneedsandeasywaysinwhichtowowthecustomerbase.ThiscourseisalsoforthebusinessinformationconsumerwhoneedsimmediateaccesstoactionablePPMinformationtoperformtheirjobs.

LyndaWray

CATechnologies


Agenda

OVERVIEWOFCAPPMBUSINESSINTELLIGENCEOPTIONS

KEYFEATURESANDCAPABILITIESOFPPMADVANCEDREPORTING

ADVANCEDREPORTINGCONSIDERATIONS&CHALLENGES

ADVANCEDREPORTINGBESTPRACTICES

1

2

3

4

CAPPMBIINTEGRATION5

ADVANCEDREPORTINGMIGRATIONS&TOOLS6


OverviewofCAPPMBusinessIntelligenceOptions



§ PPMPortlets&PortletPages

§ PPMDashboards

§ AdvancedReporting– AdHocViews(DynamicLayouts)

§ AdvancedReporting– AdHocReports(DynamicLayouts)

§ AdvancedReporting– JSReports(StaticLayouts)

§ AdvancedReporting- Dashboards

OOTBReportingTechnologies



§ CAPPMPWPDataExtractionUtility

§ CAPPMPWPDataAdapters

§ MicrosoftPowerBI

§ Tableau

§ QlikView

§ Tibco Spotfire

AdditionalReportingTechnologies


OverviewofCAPPMBusinessIntelligenceOptionsAdditionalReportingTechnologies



§ MicrosoftPowerBI

§ Tableau

CurrentlyAvailableAvailableOn-Premise

APIsPlannedforSaaS15.2





§ MicrosoftPowerBI

§ Tableau

§ Qlikview

§ Spotfire

AdditionalReportingTechnologies


OverviewofCAPPMBusinessIntelligenceOptionsTechnologyCategorizations

Technology Purpose

PPMPortlets&PortletPages Quickaccess toPPMdatawithintheapplication.ChartsandTablesPPMDashboards Swiftly groupmultipleportlets inasingleview

AdvancedReporting– AdHocViews Drag anddropcapabilitiesallowdynamicdataanalysisandexportAdvancedReporting – AdHocReports ReportscreatedfromAd HocViews.Addadditionalfunctionalities

suchasconditionalformatting,scheduling,andcontrolledcontent.AdvancedReporting– JSReports ReportscreatedusingJaspersoft Studio.ComparabletoCrystal

Reports.Complexreportoutputs,scheduling,anddrivenbyrawSQL.AdvancedReporting– Dashboards Single viewofselectedobjectscreatedwithinAdvancedReportingCAPPMPWPDataExtractionUtility Scheduleextracteddata fromPPMintotablesorvariousfileformatsCAPPMPWPDataAdapters ImportdataintoPPMusingPPMSaaSsupportedfunctionalitiesMicrosoftPowerBI&Tableau InteractiveDataVisualization tools


KeyfeaturesandcapabilitiesofPPMAdvancedReporting


OverviewofCAPPMReportingCAPPMDataArchitecture

CAPPMDatabase

BusinessLogicandLabelswhichallowAd-Hoc

Analysiswithouttechnicalexpertise

Reports

BothWebBasedAd-HocReportingandFull-Client

reports

Embedded:Pentaho Data

IntegratordrivesETLLoad

CAPPMDataWarehouse

Jaspersoft Domains(SemanticLayer)

ETLProcess


Jaspersoft ReportingFrameworkReview

PPMTransactional

CAPPMDomains

DataWarehouse

StudioReports Dashboards

AdHocViews

AdHocReports


AdvancedReportingFeaturesandCapabilities

§ JasperReportsServer– HomePage– Availableitems

basedonusersecurity



§ DynamicDomainUpdates– Domainsanddatawarehouse

updatedwithcustomobjectsandattributes


AdvancedReporting

§ JasperReportsServer– Ad-HocViewDesign

FeaturesandCapabilities


AdvancedReporting

§ JasperReportsServer– Interactive(Web-Based)Report




§ JasperReportsServer– Interactive(Web-

Based)ReportViewedinCAPPMPortletPage



§ JaspersoftStudio– FullClientreport

developmenttool



§ JaspersoftStudioSampleOutput


AdvancedReporting

§ JaspersoftStudioOOTBreportinCAPPMportletpage




§ JaspersoftStudioDashboard


AdvancedReportingConsiderations&Challenges


DomainConsiderations§ Thefollowingitemsarenotcurrentlysupportedindomains:

– Aggregateawarenessorcontrollingthejoins(contexts)– Linkingdomainstogether– Nestedqueries– OnlyequijoinsaresupportedintheDomainDesignerUI

§ JoinsbasedonconstantsaresupportedattheXMLlayer,butassoonasthedomainissavedinDomainDesignerthosechangesgetlost.

§ BelowaresomeoftheJOINoperatorsorWHEREclauseconditionsthatarenotsupported:– IsNotEqualTo,Or,IsNull/IsNotNull,IsGreaterThan/IsLessThan,In,Exists/

NotExists


DomainConsiderations§ Thefollowingarenotcurrentlysupportedindomains(cont.):

– DynamicDomainUpdatesforCustomdomains– CAPPMdomainsshouldnotbechangedbycustomersastheywillbe

overwritten§ Customerscanmakeacopyofourdomain,placeitinanotherlocationintherepository,andmaketheirownchanges.Changeswillneedtobedonemanuallybythecustomer.

– MigrationofOOTBdomainsbetweenenvironments§ Databaseschemas(customattributes/objects)aredifferentacrossenvironments

– Import/Exportofdomainsasatenantadministratorordomaindeveloper§ Import/ExportisonlyavailabletoSUPERUSER§ SaaScustomersdonot haveSUPERUSERaccess


DomainConsiderationsDynamicDomainUpdatesMapping

Domain CAPPMMasterObject(IncludesSub-objectsandAttributes)

InvestmentManagement investment,team,financials

ResourceManagement resource,team,assignment

TimeManagement [none]

FinancialManagement financials,costplan,costplandetail,benefitplan,benefitplandetail

ProjectManagement investment,project,team,financials,task,assignment,issue,risk,changerequest

ApplicationManagement

investment,team,financials,application

IdeaManagement investment,team,financials,idea

CustomMasterObject custommasterobjectsandtheirchildobjects


§ SaaScustomers,import/exportcannotbeused tomigratedomainsbetweenenvironments.SaaScustomersdonothaveSUPERUSERaccess

§ OPcustomerscanmigratedomainsusingimport/exportasSUPERUSER

§ OOTBdomainsshouldneverbemigratedacrossenvironmentsbecausecustomattributes/objectscanvaryacrossenvironments.ThedatawarehouseloadjobshouldmaintaintheOOTBdomainsperenvironment.

§ Customdomainscanbemigratedacrossenvironments(databaseschemasmustmatch)bymanuallyeditingthedomainXMLfileusinganXMLeditoranduploadingthedomainXMLfileusingDomainDesigner

§ Jaspersoftdoesnotrecommendthatimport/exportfilesbehacked

DomainMigrationConsiderations


§ Thefollowingisnotcurrentlysupportedinadhocviews:– AddingInputControlstoadhocviews

– Addingamandatoryfilterthatcannotberemovedbyusers

– Pre-filters– hiddenfromusersandbasedonaspecificdatavalue

– Overridingorcontrollingthequerythatisexecuted

– Runningmultiplequeriesinthesameview

– Selectingdatafrommultiplejointrees(dataislands)inthesameview

– Advancedformattingoptionsthatisnormallyavailableinreportingtools

AdHocViewConsiderations


AdHocViewMigrationChallenge

§ ForSaaScustomers,thereiscurrentlynosupportedmethodtomigrateadhocviewsfromoneenvironmenttoanother– Intheshortterm,ProductManagementrecommendscustomers

createadhocviewsdirectlyintheirproductionenvironmentwithindevelopmentfolders

– Jaspersoftdoesnotrecommendthatimport/exportfilesbehacked:§ Theoutputoftheexportcommandandtheinputtotheimportcommandiscalledacatalog.It'sasetofthefoldersandfilesthatcomprisetheserver'sinternaldatabase,includingorganizations,users,roles,scheduledjobs,andrepositoryresourcessuchasreportsandassociatedfiles.Whenyoudon'tneedtheentiredatabase,youcanspecifyoptionstoexportonlythecontentsyouneed,forexampleoneroleanditsusers.


AdHocViewMigrationChallenge

§ OPcustomerscanmigrateadhocviewsfromoneenvironmenttoanotherviaimport/exportwhenloggedinasSUPERUSER– Alladhocviewdependencies,suchasdomains,areincludedinthe

import/exportfile.Thedomainswillmostlikelybedifferentacrossenvironmentsduetothecustomattributes/objectsinthoseenvironments.Itwouldbedifficulttobesuccessfulusingthisapproach.

§ Again,Jaspersoftdoesnotrecommendthatimport/exportfilesbehacked


AdvancedReporting–BestPractices


BuildingAdHocViews

§ Selectonlythefieldsneeded

§ Lessfields…betterperformance

DoNotChoosetoBringinAlltheFieldsAndMetricsfromaDomainintoanAdHocViewforPotentialUse


BuildingAdHocViews

§ Additionalfieldsandmetricscanbeselectedforpotentialusewhenneededatanytime

DoNotChoosetoBringinAlltheFieldsAndMetricsfromaDomainintoanAdHocViewforPotentialUse


BuildingAdHocViewsUseAdHocViewTablesinsteadofCrosstabsbecause:

§ Performanceoverallisbetter

§ Moreformatting/displayoptionsfortablesthancrosstabs

§ Candisplayanddownloadmorecolumnsandrowsintablesthancrosstabs

BuildViewsinSampleDatamodeorNoDataModeversusFullDataMode

§ BetterperformancewhilebuildingtheView

§ UseFilterswhenpossibletonarrowtheresultset


BuildingAdHocViews

Selectthecorrectperiodicfieldsandmetricsthatbelongtogether§ Donotcrossperiodtypes

– Eachsetofperiodicfieldsshouldbeusedalongwiththeirrespectiveperiodicmeasures

§ Understandgranularitylevelofmeasuresetsandselectappropriately– Project– Team– Task– Assignment

WeekStartDateandWeekEndDateshouldbeusedwiththemeasuresundertheWeeklyPeriodssets


BuildingAdHocViews

§ SelectingTheWrongFieldsAndMetricsWillProduceResultsThatDoNotMakeSense!


UsingtheOBSinAdHocViews

§ IfOBSTypeisnotusedtofilterthedata,rowswillbereturnedforeveryOBSassociationwhichwillfrequentlyproduceduplicateresults

WhenUsingtheOBS,MakeSureaFilterforOBSTypeisSelectedandPopulated


BestPracticesforBuildingCustomDomains

§ Keepthenumberoftablesinadomainbelow50§ Generally,databaseobjects(tablesorviews)willperformbetterthan

creatingderivedtablesinadomain§ Limitthenumberoftablesusedinasettoone,ifpossible§ Useinnerjoinswherepossible,limitouterjoins§ Buildsmallerdomainsbyfunctionalareaversusonelargedomain§ Whenusingderivedtables,tunethequeriessotheyperformwell§ Useaggregatetablesorviewsinsteadofrollingupthedataondemand


CAPPMBIIntegration


CAPPMBIIntegrationCAPPMPWPDataExtractionUtility

§ DataExtractionUtility– (SQLDriven)– Performancegainforlargedataextractionoutputs– FileformatscanbeplacedonanSFTPsiteordatacanpopulatetables– ExtractionfrequencyisconfiguredthroughCAPPMscheduledjobs– DataIntegrityenforcedbylowermanualtasks


CAPPMBIIntegration

§ NewFeatures***– Extractionoutputtypesnowinclude

§ *.csv,*.txt,*.xlsx,*.xml– AbilitytopulldatafromPPM

(OP&SaaS)andDWH(OP)– Extractcolumnnamesaredefined

bytablecolumnnameoraliasinSQLstatement

– Extractlevelsecuritymanagesuseraccesstoextracteddata

CAPPMPWPDataExtractionUtility

SecurityRights


CAPPMBIIntegration

§ CAPPMDataAdapters– FacilitateloadingdatacontentfromapplicationdatabasesintoCAPPM

CAPPMPWPDataAdapters


CAPPMBIIntegration

§ CAPPMDataAdaptersArchitectureDiagram



CAPPMBIIntegration

§ EnhancedConfigurationDesign– Singlejobinitiatesadapterexecution

drivenfromadapterIDwithinconfigurationobject

– AvailableConfigurationSteps



AdvancedReportingMigrations&Tools


AdvancedReportingMigrations&Tools

§ AdvancedReportingDomainFieldDescriptions

DomainContentLocatorTool


AdvancedReportingMigrations&ToolsDatabaseSchemaVisibilityTools

§ NewReports14.3CAPPM:– DataWarehouseSchema– *PPMSchema

§ ThesetworeportswillprovidetheaccesstonotonlyOOTBdatacontent,butclearvisibilityintocustomcontentaswell


AdvancedReportingMigrations&ToolsBusinessObjectstoAdvancedReporting

CrystaltoJaspersoftStudio

ConversionOptionstoAdvancedReporting

§ CrystalReportsdrivenbySQLcanbere-builtinJaspersoftStudio.

§ CrystalReportsusinguniversesasthesourcecanbere-builtusingSQLasthesource

§ DomainsarenotrecommendedasthesourceforStudioreports

§ Web-Intelligencereportscanbere-developedusingAd-hocviewsandReports

§ Featuresandformattingvarybetweenproducts

§ SomeWEBIreportscanberebuiltusingJaspersoftStudio

§ OOTBDomainsshouldbeusedtoleveragecustomattributeandobjectsusingtheAd-HocViewer

§ JaspersoftStudioreportscanbeleveragedforcontentnotusedforAd-hocanalysis

WebIntelligencetoAd-hocAvailableOOTBContent

WebIntelligencetoAd-hocCustomContent


AdvancedReportingMigrations&ToolsPreparationforMigration

1. Identifyandflagreportsformigrationdrivenfromusage2. CategorizeReportDeliverables

– WebI withsingletableorchartreportsmaptoadhocreportoradhocview

– StaticorcomplexWebIntelligencereportsmaptoJaspersoft Studio– DynamicWebI reportsrequiredomaincreationandadhocreport– CrystalReporttoJaspersoft Studio

3. Exportreportfilesfordevelopmentestimates4. Planforreportingservers


AdvancedReportingTools&ConversionOptions

§ CAPPMReportConversionOptions– Convertwithin-houseexpertisedrivenfromtraining– EngageCAServicesorPartnerforConversion

BusinessObjectstoAdvancedReporting


Questions?


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