Microsoft Office Business Microsoft Office Business Scorecard Manager 2005 Scorecard Manager 2005 : : Programming Business Programming Business Intelligence FeaturesIntelligence Features

John HooperService Line ArchitectMicrosoft Corporation

Jed FarrSenior ConsultantMicrosoft Corporation

AgendaAgenda

Introduction on the Microsoft’s aims for BI

SharePoint 2007 Reporting and KPIs

Extending SharePoint Reporting with:Excel ServicesBusiness Scorecard Manager

Microsoft Business Microsoft Business IntelligenceIntelligenceGoalsGoals

Increase the business performance of Increase the business performance of organizationsorganizations

Increase the impact of information Increase the impact of information

workers workers

Reach every employeeReach every employee

Delivered ValueAdd value to every decisionAdd value to every decision

Bring BI into collaboration and business Bring BI into collaboration and business processprocess

Increasing Office’s strategic appeal Increasing Office’s strategic appeal

Customers RequirementsCustomers Requirements

Easily communicate and track goalsHow is my sales pipeline?

How are inventory levels?

Make BI available to information workersEveryone needs to make better decisions

Everyone needs better information

In the tools they already know

Reuse and enhance existing spreadsheets, reports and scorecardsBring Business Intelligence, Collaboration and Enterprise Content Mgmt together

KPIs and BI in Office and SQL KPIs and BI in Office and SQL ServerServer

SQL Analysis ServicesKPI Storage and Execution

Excel Client andExcel Services

• KPIs in Workbooks

• Flexible formatting

• KPI Pivoting

Office SharePointServers

•KPI in Lists

•Ad-Hoc KPIs

•Team Management

Business Scorecard Manager

•KPIs in Scorecards

•SQL AS KPI Authoring

•Flexible Output

SharePoint Dashboard Framework• Shared Page Filtering

• Personal Views

SQL ReportingServices

• KPIs in BandedReports

• Scheduling

• Extensible ReportDevelopment

What’s new in SharePoint What’s new in SharePoint 20072007Report CentreFilter and filtering web partsKPI listsBusiness Data Catalogue

Report CenterReport Center

BI hub for SharePoint portal sitesMake new BI features easy to discover & useProvide a template for successful BI portals

A document library tuned for “reports”

Excel workbooks, SSRS reports, etc.

Bring BI, collaboration & ECM together

Note: All BI features are available throughout portal

Filter Web parts Filter Web parts OOB Filter value sources

User entered valueAuthored listSharePoint listSQL Server 2005 Analysis ServicesBus. Data CatalogSharePoint profileQuery string Extensibility

Custom providers& consumers

Standard interfacesthat ship in WSS

OOB Display OptionsType in valuePick from listTree viewHidden

OOB Filtering web parts

Excel Services

KPI List

Business Data Catalog Item & List

WSS List view

FrontPage Data View

Overview of SharePointOverview of SharePoint

Jed Farr

Excel On ServersExcel On ServersCustomer needs and challengesCustomer needs and challenges

Distributing spreadsheets to users leads to many versions of the truthExcel often doesn’t ‘play’ in the BI dashboard and reporting world because there is no live thin solution for sharing spreadsheetsIt is difficult to truly protect the proprietary information in spreadsheetsIncorporating Excel logic into applications often requires re-codingExcel was designed as a client program and is not as robust and scalable on servers

Excel 2007Excel 2007

Design and Design and authorauthor

Save to Save to SharePointSharePoint

BrowserBrowser

High quality web rendingHigh quality web rendingZero-footprintZero-footprintInteractive: Set Interactive: Set parameters, parameters, sort, filter, exploresort, filter, explore

View and View and Interact Interact

CustomCustomapplicationsapplications

Set values, perform Set values, perform calculations, get updated values calculations, get updated values via web servicesvia web servicesRetrieve full workbook fileRetrieve full workbook file

Programmatic AccessProgrammatic Access

Open in Excel for rich Open in Excel for rich exploration and analysisexploration and analysis

Open snapshotsOpen snapshots

Excel 2007Excel 2007

Export/Snapshot into ExcelExport/Snapshot into Excel

Spreadsheets stored in Spreadsheets stored in document librariesdocument libraries

Spreadsheet calculation and Spreadsheet calculation and rendering rendering

External data retrieval and cachingExternal data retrieval and caching

100% calculation fidelity100% calculation fidelity

Office SharePoint Server 2007Office SharePoint Server 2007

Save Save SpreadsheetsSpreadsheets

Excel ServicesExcel ServicesOverviewOverview

Excel Web ServicesExcel Web ServicesScenariosScenarios

Using server-side Excel logic in applications

Author part of the business logic in Excel

Protect and maintain proprietary information

Automating spreadsheet updates on servers

Refresh external data and parameterize

Process generated spreadsheets

Create, store and deliver snapshots

Custom UI to server-side Excel calculation

Excel Web ServicesExcel Web ServicesFunctionalityFunctionality

Open a spreadsheet file (Start a session with Excel Services)

Set values to cells and ranges

Process the session spreadsheetRefresh data from external sourcesCalculate spreadsheet or specific ranges

Get resultsValues from cells and rangesEntire calculated spreadsheet – live or snapshot

Overview of Excel Overview of Excel ServicesServices

Jed Farr

Business AnalystsBusiness AnalystsA system of recording for business definitionsA system of recording for business definitions

Empowering KPI and scorecard designerEmpowering KPI and scorecard designer

Auditing, versioning, and reversion capabilitiesAuditing, versioning, and reversion capabilities

Business Decision Makers (from C-Level on down)Business Decision Makers (from C-Level on down)Access to multiple data sources for exception reportingAccess to multiple data sources for exception reporting

Deep analysis in contextDeep analysis in context

Integrated collaboration environmentIntegrated collaboration environment

IT AdministratorsIT AdministratorsCentrally managed, scalable BI platformCentrally managed, scalable BI platform

Better partnership with business users in scorecard and Better partnership with business users in scorecard and KPI authoringKPI authoring

What Scorecard Users WantWhat Scorecard Users Want

Office Scorecards ExtensibilityOffice Scorecards Extensibility

SourceSourceSystemsSystems

Analysis Services2005/2000

ScorecardScorecardCubesCubes

2005/2000

Centralized ManagementCentralized Management

Business Intelligence PlatformBusiness Intelligence Platform

Scorecard ApplicationScorecard Application

Application Application MetadataMetadata

Office Scorecard Webpart Office Scorecard Webpart Office Report Viewer WebpartOffice Report Viewer Webpart

Dashboards and Scorecards, Analysis Dashboards and Scorecards, Analysis and Collaboration (SharePoint)and Collaboration (SharePoint)

Scorecard Reporting Scorecard Reporting (Reporting Services)(Reporting Services)

Reporting Services2005/2000 Excel, TIFF, Excel, TIFF,

XML, PDFXML, PDF

Definition AuthoringDefinition Authoring

Scorecard BuilderScorecard Builder

Report View WebpartReport View Webpart Custom WebpartsCustom Webparts DPEDPE

ExtensibilityExtensibility

Web ServicesWeb Services

Report View Plug-inReport View Plug-in

MSMQMSMQ

Client DLLClient DLL

SSAS KPIsSSAS KPIs

Scorecard view web part and Scorecard view web part and ICellConsumer ICellConsumer

ScorecardWebPart

Report ViewWebPart

ICellConsumer

ICellConsumer

ICellProvider

Web Service APIsWeb Service APIsCreate, Update, and Delete methods for primary elements:

Scorecards

KPIs

Data Sources

Indicators

Alerts

Annotations

View Generation APIsAnnotation configurationAlerts configuration

ISV Example: Strategy CompanionISV Example: Strategy Companion

http://www.strategycompanion.com/

Overview of Scorecard Overview of Scorecard ManagerManager

Jed Farr

Business Scorecard Manager

Office SharePoint Server 2007

KPI Lists, BDC

Excel Services Spreadsheets

Business Scorecard Manager and SharePoint Business Scorecard Manager and SharePoint 20072007

ResourcesResources

Visit the Excel 2007 blog – http://blogs.msdn.com/excel/ http://blogs.msdn.com/cumgranosalis/

© 2006 Microsoft Corporation. All rights reserved.This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.