PowerPoint Presentation

2Installed as a Service Application with SharePoint 2010No need for separate configuration with SP (needed in 2007)Go to Central AdministrationApplication ManagementManage Service ApplicationsPerformancePoint Service ApplicationImportant configuration: Secure Store/Unattended Service Account

PerformancePoint Services 2010 Configuration

3Full list of PPS Dashboard pages

PPS: What well create in the end4The PPS Dashboard DesignerPPS: What well create in the end

5Page 1: Basic KPI scorecard1 KPI, with filters on Geography and Date HierarchyKPI allows expansion for entire Product hierarchyKPI shows goal/status for selected period, plus trend for 1 year ago

PPS: First KPI Scorecard6Theres quite a bit going on under the hoodPPS provides filter link connections to drive the data content based on user filter selectionsPPS also provides a dashboard zone interface on top of SharePoint web parts, to simply web page authoring

PPS: First KPI ScorecardFilter Link ConnectionDashboard zone web partsWe can also filter on empty rows

PPS Page 1, Step 1: PPS: Create Site Collection7Go to http://sfmpbisql:38610 (Central Administration)In Central Administration, go to Create Site CollectionsSpecify a Title, URL (using /sites/), and Template (well use Enterprise.Business Intelligence Center)Use the following notation for the site URL: class + initials (e.g. 2011I3KSG)

PPS Page 1, Step 2: Go to new site collection8Go to the new site collection (also Add the new site collection as an Internet Explorer Favorite)In the new site collection, go to the PerformancePoint Content LibraryThen click Add New Item. This will launch the PPS Dashboard designer (which is actually an in-memory Windows Application)

PPS Page 1, Step 3: Empty PPS Dashboard Designer9PPS Dashboard designer, where PPS content is createdIn the dashboard designer, right-click on Data Connections to create a new Data Source

10Must create a data source to an OLAP databaseYou can create data sources to other physical databases, but PPS is first and foremost an OLAP toolFor now, were funneling all data access through the Unattended Service Account (which is SFDOMAIN\kgoff)PPS Page 1, Step 4: Creating a Data Source

11EXISTING KPI in the OLAP Database for AdventureWorksKPI uses measures [Gross Profit Margin] and [Gross Profit Margin LY]Uses Goal based on CategoryContains Trend to compare current period to Last PeriodPPS Page 1, Step 5: the KPI well bring in

12PPS Page 1, Step 6: Create scorecard

1) RIGHT-CLICK and create a new scorecard2) Select Analysis Services3) Select OLAP DB4) Import KPIs from OLAP5) Select KPI13PPS Page 1, Step 7: customize scorecard

1) Scorecard with KPI, we want to drag product Categories hierarchy into the ROWS (drag to the right of the Product Gross Profit Margin KPI)2) Select All Products3) Product Categories hierarchy now appears in scorecard14PPS Page 1, Step 8: Customize scorecard

1) For the KPI goal, we want to change column heading, and while we want to show the Goal/Target, we dont want to show variance. So right-click on Goal and Status option, and select Metric Settings, and make the following changes15PPS Page 1, Step 9: Customize scorecard1) For the KPI trend, we dont want to show any numbersjust simply the indicator, without any data value or variance value. So right-click on Trend option, and select Metric Settings, and make the following changes

2) Right-click on row selector for KPI row, go to EDIT menu in upper left, to change fill color or font or other display attribute16PPS Page 1, Step 10: Customize KPI display

1) Go to the KPI (in the Workspace browser), select the KPI value in the center of the screen, then click the Number Format link to format the KPI value as a %. (Also do this for the Goal and Status, to show as a percent)2) Go to the KPI Goal and Status, then select Set Scoring Pattern and Indicator and follow default prompts to change the KPI indicator from a thermometer to more basic traffic/stop lights17PPS Page 1, Step 11: Customize KPI displayIf you right-click on the KPI and save.and then go back to the Scorecard (in the workspace browser) and right-click and save this will refresh the scorecard

Note that the trend isnt showing remember that the MDX for the KPI trend uses the Profit Margin last year, and we dont (yet) have a base date on which to go back a year

18PPS Page 1, Step 12: Dashboard page filters

Need to create filters so that users can select Sales Territories and Time Periods

Want user to be able to select from entire Sales territory Hierarchy

Only want user to be able to select a Fiscal Year, Semester, Quarter, or Month.dont want users selecting individual days

Right-click in PerformancePoint Content and select New Filter.and create filters using MDX code

19PPS Page 1, Step 13: Dashboard page

Need to create a dashboard and the first dashboard page

Right-click in PerformancePoint Content and create a new Dashboard

Select a Template (2 rows for this one)

Initially the zones are even vertically. To make the top zone (for the filter) use as little vertical space as possible, right-click in the top zone, select Zone Settings

In the Zone Settings dialog, go to the 2nd tab (size) and set the Height to 7%

20PPS Page 1, Step 14: Dashboard page links

Need to drag scorecard and 2 filters into the appropriate dashboard sections (zones)

Then must create filter links (filter connection) between the 2 filters and the scorecard

In both instances, connect to the Scorecard Page, using Member UniqueName as the Source Value21Filters on Product Hierarchy, Geography, and all Years except first and currentAnalytic chart shows monthly sales as % of the products parent, both for selected year and prior yearAnalytic grid shows all other products in the same category (product siblings), their % of parent, and % of parent for all related grandparent productsNote that in July, Sales for Road Bikes went up.but the % of Parent went down, because Touring Bikes were introduced in JulyHelpful to spot trends in product category share, product cannibalization

PPS Page 2: Analytic Grid and Chart

22Filter zone at the top. Note that well use logic for each of the 3 filters. The Product Categories and Geography to City dropdowns will only include data where Sales exist. The Year dropdown will exclude the first year of data and the last year of data. So custom MDX will be used for the filters.Analytic Chart with dual-Y axis to show sales by month, and the sales as a % of the Products Parent. Show will demonstrate PPS capability to automatically generate dual Y-axis when it detects a measure with a whole dollar amount (sales) and a measure thats a % (Pct of Parent). Siblings report to show breakdown of product siblings, as well as parent sales. The report will require some custom MDX.

PPS Page 2: Analytic Grid and Chart23Since you might have closed the dashboard designer, we need to reload itGo back to your site collection, then go to the PerformancePoint Content library, and select the open dropdown for the dashboard. In the shortcut menu, select Edit in Dashboard DesignerPPS Page 2, Step 1: Analytic Grid and Chart

24In the Dashboard designer / Workspace browser, right-click on PerformancePoint content and select NewReport (even though were creating a chart)Select Analytic Chart from the Report Template selectionThen select the data source (the AdventureWorks OLAP database)PPS Page 2, Step 2: Create the Analytic Chart

25Chart area allows us to drag/drop measures and dimensionsSelect the Internet Sales Measure group in the upper right, to only show measures and dimensions related to that Fact TableDrag the measures and dimensions into the corresponding areas, as show in this screen shot(Note that Product Categories Hierarchy does not appear in the list)Reason for Background: to prepare the chart for the fact that it will be filtered on Calendar Year, and some element from the Customer Geography hierarchy and Product Categories HierarchyNote that chart automatically shows a dual Y-axisYou can go to the Edit Menu in the upper left to set chart background color and default fontNote that % of Parent calculations are showing as 100% - because there is no context (yet) of a Product Selection. That will change at runtime

PPS Page 3, Step 2: Create the Analytic Chart

26In the Dashboard designer / Workspace browser, right-click on PerformancePoint content and select NewReport Select Analytic Grid from the Report Template selectionThen select the data source (the AdventureWorks OLAP database)

PPS Page 3, Step 3: Create the Analytic Grid

27PPS Page 3, Step 3: Create the Analytic GridProduct Siblings report requires custom MDXStandard designer doesnt support ability to use SIBLINGSMust go to Query tab, and enter queryNote use of ASCENDANTS to grab the users product selection, and show all hierarchical parentsNote that we must now declare the background parameters manuallyUse notatation, and then drag in the hierarchy/attribute that will eventually be used in the filter dropdowns

PPS designer will automatically insert parameters at the bottom, when you use the > notation in the MDX code

28PPS Page 3, Step 4: Create the 3 filtersDashboard Page requires 3 filters, all using MDX codeRight-click in PerformancePoint Content and create 3 filters (one at a time), all using MDXThe first should be called ProductCategoriesFilter, and the display method will be a Tree. Note that the MDX only shows items that have salesThe second should be called CustomerToCityFilter, and the display method will be a Tree. Note that the MDX only shows items that have salesThe third should be called CalendarYearsInTheMiddle, and the display method will be a List. Note that the MDX only shows Years in the middle (excludes the first year and last year)

29PPS Page 3, Step 5: Create the Dashboard pageGo to the main dashboard and add a new pageSelect the template for 3 rowsIn the top zone, drag in the 3 filters we just createdIn the next zone down (the first of the two larger zones), drag in the Product Pct of Parent ChartIn the bottom zone, drag in the Product Sibings ChartThen establish the filter connections (links), see next slide

30PPS Page 3, Step 6: Set Filter ConnectionsSet a filter connection between the Calendar Years filter and the 2 Date Calendar Year endpoints in the Chart and Report, Set a filter connection between the Product Categories filter and the 2 Product Categories endpoints in the Chart and ReportSet a filter connection between the Customer to City Filter and the 2 Customer Geography Endpoints in the Chart and Report

31Page 3: Employee (Salesman) Monthly Gross Profit ChartFilters on all Years except first and current , also on SalesmanAllows user to select from multiple levels in an employee org chartEnd user can drill down to other related business dimensions (see next slide)

PPS Page 4: Analytic Chart w/user options32Page 3: Employee (Salesman) Monthly Gross Profit Chart (continued)End user has several drill down capabilitiesCan right-click on a plotted point for a salesman and drill down to other dimensions (e.g. Product Category)Can also click on the legend on a supervisor and re-generate the chart for all child employees

PPS Page 4: Analytic Chart w/user options33Drag entire Employee hierarchy into the series allows us to plot managers and employeesAlso must prepare chart to be filtered on Calendar YearWhy place the Margin % into the Background? To keep the legend from repeating it as a seriesPPS Page 4 : Analytic Chart w/user options

Note that employee filter will select all employees from Employee Org Chart Hierarchy that have reseller sales

Also, we want the user to be able to select multiple employees:

One issue: if we want to use this same filter on other dashboards, but only allow the user to pick a single employee, WE MUST BUILD A NEW FILTER! We cant use the existing one and modify the selection rule!34Page 4: Pie Chart Decomposition Chart Analytic Chart showing Reseller sales by Year, Product Category and CountryRight-click option on any pie-slice for a decomposition graph that breaks down the selected year-Country-Product Category (next slide)

PPS Page 5: Analytic Chart w/decomposition tree35Page 4: Pie Chart Decomposition Chart (continued)Decomposition chart allows visual drilldown to any related dimension, based on the context of the original pie slice from the previous slide (e.g. Bikes for Canada in 2008)We dont need to do anything to make the decomposition chart available its a new feature built into the PPS runtime engine. However, its not available when running 64-bit versions of Internet Explorer.

PPS Page 5: Analytic Chart w/decomposition tree

36Page 5: Manual KPIWe can create dashboard scorecards with KPIs from SSAS, or we can create KPIs manually in PPSAlso note that scorecard shows the people who report to Amy (children in the Employee Hierarchy) in the columns axis, and dates underneath CY 2007 in the rows axisThe Manual KPI will define a ratio between the reseller sales (the actual value) and the reseller sales quota (the Target value)

PPS Page 6: Create KPI ManuallyManual KPI created in PPS, Actual sales as a % of Target Goal37Right-click in the Dashboard designer on PerformancePoint Content and create a new KPI, as a Blank KPI

PPS Page 6, Step 1: Create KPI Manually

38For the manual KPI, must first define the Actual number that we are evaluating (Reseller Sales, by Employee)In the Actual row, select Data Mappings, and Change the Source to use the ADW OLAP DB, and then select the Measure ( [Reseller Sales Amount]) Also set the Number Format to use CurrencyThe next step will be to define the target (the Reseller Sales Quota). The KPI will state the Actual value as a ratio/% of the Target.

PPS Page 6, Step 2: Define manual KPI

39Next, must define the Target value, against which the Actual Value will be expressed (as a ratio/%)In the Target row, select Data Mappings, and Change the Source to use the ADW OLAP DB, and then select the Measure ( [Sales Amount Quota]) Also set the Number Format to use Currency

PPS Page 6, Step 2: Define Manual KPI

40Normally, a KPI from an OLAP cube would contain MDX code to define the display indicatorBecause were building the KPI ourselves, we need to define ranges for Good, Bad, Warning.

PPS Page 6, Step 3: Set Status rule for KPI

41Next, must create the new scorecardThis will be similar to creating the first KPI scorecard, except that well select the manual KPI that we created in PPS, as opposed to selecting a KPI from an SSAS OLAP Cube

PPS Page 6, Step 4: Create Scorecard

42Take the option to Select the KPIThen select the Manual KPI at the bottom, and select NEXT, NEXT, and FINISH in the next 3 dialogs.That will eventually create the KPI scorecardwe can then click the EDIT menu dropdown and set the fill color for the main KPI row to a different shadeNote that at runtime, the scorecard will show the hierarchical children of the employee selection along the COLUMNS axis of the scorecard, and the hierarchical children of the date selection along the ROWS axisHowever, we dont drag those dimensions into the scorecard = well address it dynamically with MDX code

PPS Page 6, Step 4: Create scorecard

43In a moment well create 2 filtersThe filters will prompt for the Employee Hierarchy, and the Calendar Hierarchy, but only down to the Quarter Level.Remember that the KPI spans 2 fact tables (Reseller sales and Sales Targets). We can only use dimensions (and dimension attribute levels) that are common to both dimensions:In this case, Calendar Quarter (and higher) and the Employee hierarchy

PPS Page 6, Step 5: Create Filters

44PPS Page 6, Step 5: Dashboard page filtersNeed to create filters so that users can select Employees Hierarchy and Calendar Hierarchy (just down to quarter)

Right-click in PerformancePoint Content and select New Filter.and create filters using MDX code

45PPS Page 6, Step 5: Dashboard page

Create a new dashboard page, with 2 rowsand set the height of the top row to 7%From the Details on the right, Drag the 2 new filters (Employee Selections and Calendar to Quarter) to the topFrom the Details on the right, Drag the new scorecard to the bottom

46PPS Page 6, Step 5: Set filter connectionsCreate a filter connection link between the Employee Filter and the scorecardScope the target of the filter link to the scorecard columnsEnter the MDX snippet, , .Children in the Connection Formula

47PPS Page 6, Step 5: Set filter connectionsCreate a filter connection link between the Calendar Quarter and the scorecardScope the target of the filter link to the scorecard rowsEnter the MDX snippet, , .Children in the Connection Formula

48Page 7: KPI scorecard hotlink user can click on a KPI and get a supporting analytic chart on the right, based on KPI and date selectedFilter on Date HierarchyScreenshot shows Top 10 cities by Reseller sales for Q4 2007 (user clicked the Channel Revenue KPI and the date of Q4 FY 2007.Screenshot shows Top 10 cities by Internet sales for Q4 2007 (user clicked the Internet Revenue KPI and the date of Q4 FY 2007.Notice how the 2 charts have a background color that matches the KPIWe will create the charts first, and then the KPI scorecard, and then link them together)

PPS Page 7: KPI Hotlink scorecardDashboard zone web parts49PPS Page 7, Step 1: Named Sets for 2 ChartsWhat well use for the 2 charts 2 TOPCOUNT Named Sets to grab the top 10 cities based on Internet Sales and also on Reseller Sales

50PPS Page 7, Step 2: Create the Reseller Top 10 Cities ChartDrag [Reseller Gross Profit Margin] and [Reseller Sales Amount] into the Series area (the two measures we want to plot)Drag the named set [Top 10 Cities Reseller Data] into the bottom axisDrag the [Date].[Fiscal] hierarchy into the background (to prepare the chart for a filter from the Date Fiscal Hierarchy)Chart will automatically plot Profit Margin (%) on the secondary Y axis, as a line chartNote the background color for the chart area is light tan to match the background of the KPI for Reseller Sales Goal

51PPS Page 7, Step 3: Create the Internet Top 10 Cities ChartDrag [Internet Gross Profit Margin] and [Internet Sales Amount] into the Series area (the two measures we want to plot)Drag the named set [Top 10 Cities Internet Data] into the bottom axisDrag the [Date].[Fiscal] hierarchy into the background (to prepare the chart for a filter from the Date Fiscal Hierarchy)Chart will automatically plot Profit Margin (%) on the secondary Y axis, as a line chartNote the background color for the chart area is light blue to match the background of the KPI for Internet Sales Goal

52PPS Page 7, Step 4: Create the KPI scorecardFirst, create a new KPI (right-click in the PerformancePoint Content area and create a new KPI)Select Objective KPI as the template type, and then call it Financial PerspectiveThen right-click in PerformancePoint Content and add a new Scorecard, against the Analysis Services ADW OLAP DBSelect the 2 KPIs for Internet Revenue and Channel Revenue(Both KPIs compare internet customer sales and reseller sales to a sales goal, and both have a trend component)After the scorecard is created, go to both KPIs in the Workspace browser (which will be under Financial Perspective-Grow Revenue) and format and set the indicators as seen on the left

53PPS Page 7, Step 5: Customize the scorecardFor the new KPI scorecard.Set the background color for the 2 KPIs to the same background colors used for the 2 charts (for Internet and Reseller Sales)Set the metric settings for the Sales Goal column heading and displaySet the metric settings for the Trend column heading (no data values, just the indicator)

54PPS Page 7, Step 5: Customize the scorecardDrag the Financial Perspective KPI (the objective KPI) into the Scorecard, and above the first KPI (note the small blue arrow pointing upwards)

That will place the financial perspective above the Internet Revenue. To indent the 2 KPIs underneath the objective KPI, select both KPIs (using the row selector) and then in the EDIT menu at the top, click the increase indent button. That should generate this result (you can then bold the Financial Perspective )

55PPS Page 7, Step 6: Build the dashboard pageIn the dashboard designer, add a new dashboard pageUse the Header with 2 columns TemplateIn order to use the right column as an area where 1 of multiple reports can be displayed (based on the user clicking the KPI), we must make the zone stackedRight-click in the right column, go to zone settings, and set the Orientation to Stacked

56PPS Page 7, Step 7: Drop the content into the dashboard zonesDrag the Fiscal YHQ filter into the top zone area, the KPI hotlink scorecard into the left column, and the 2 Top 10 charts (reports) into the right column. Note that the two charts show vertically (one on top of the other) at design time; however, at runtime, only one will show, based on the KPI selected by the user

57PPS Page 7, Step 8: Set the Filter Connections for the ScorecardCreate a filter connection between the Fiscal YHQ filter, and the scorecardThe Filter target (Connect To) should be the Rows of the scorecard (since we want to take what the user selected and then show the selection + the hierarchical children)Use the Connection formula , .Children

58PPS Page 7, Step 9: Set the Filter Connection between the scorecard and the 2 chartsBecause we want the two Top 10 Charts to utilize the user date selection in the scorecard rows (and not merely the date filter at the top).We want to drag the scorecard Row Member Unique Name into each of the two top 10 chartsMake sure that in both cases, the Connect To Target is Date.Fiscal (from when we prepared both charts that theyd be filtered on some aspect of the Fiscal hierarchy

59PPS Page 7, Step 10: Set the Display condition between the scorecard and the 2 chartsIn order to show the corresponding chart, based on the KPI selected on the leftMust drag in the Display Condition from the KPI scorecard to each of the 2 charts (one at a time)In the Display Condition Dialog, select the KPI (Channel Revenue or Internet Revenue) thats associated with the chart

Reporting Services 2008R2 - Configuration60Step 2: In the SSRS ConfigurationNeed to provision a Report Server database for SharePoint integration

Reporting Services 2008R2 - Configuration61Step 2: In the SSRS ConfigurationSSRS Web Service URL (used by SharePoint 2010) contains the web server, the default ReportServer application name (ReportServer)

Reporting Services 2008R2 - Configuration62Step 2: In the SSRS ConfigurationOptional: can specify a scale-out deploymentWe can have a 2nd instance of Reporting Services (either on a 2nd server or a 2nd named instance on the same server) that uses the same ReportServer database as the primary instance

Reporting Services 2008R2 - Configuration63Step 3: in SharePoint Central Administration, go to General Application Settings and then into Reporting Services....this got created from the prerequisite installSpecify the Web Service URL (from the SSRS configuration), plus credentials from an Administrator Group

Reporting Services 2008R2 - Configuration64Step 3 (continued):Go to Add a Report Server to the IntegrationSpecify your server name, database instance, and Admin or other service account for the server must be a Domain AccountSharePoint 2010 and SSRS 2008 are now talking to each other!

Reporting Services 2008R2 - Configuration65Step 4: In SharePoint 2010, if we want to generate report output to HTML pages on a schedule and allow users to view them in the browser.Must set this option in Web Application General settings (Strict is the default, must change to Permissive)

66In the site location, select the Site Actions dropdown and create 2 new Document LibrariesSSRSDeployedReports will hold deployed SSRS ReportsSSRSGeneratedReports will hold report output generated via Report Subscriptions

Reporting Services 2008R2 - ConfigurationSSRS 2008R2 What well create67SSRS2008R2SharePoint Project 1 Shared Data Source to AdventureWorks OLAP (that points to SSAS Server sfmpbisql)3 reports that show newest SSRS featuresWill deploy to SharePoint Document Library and view them in SharePointWill set up subscription for automatic delivery to another SharePoint Document LibraryWill deploy individual report pieces as Report parts for reuseWill incorporate reports into PPS Dashboard

SSRS 2008R2 Project properties68SSRS Project properties: Necessary deployment settingsTargetDataSetFolder: http://sfmpbisql/sites/KSGFedTraining/Datasets (optional)TargetDataSourceFolder: http://sfmpbisql/sites//Data SourcesTargetReportFolder: http://sfmpbisql/sites//SSRSDeployedReports/SSRS2008R2Examples TargetReportPartFolder: http://sfmpbisql/sites//Report Parts (optional)TargetServerURL: http://sfmpbisql/sites/Deploy reports and view in SharePoint SSRSDeployedReports library

Report 1: SSRS Performance Gauge69Report that shows groups, sparklines, performance gauges, and interactive sorting

Grouping is by EmployeeSales and quota are for the four quarters of the yearSparkline plots the Actual Sales and Quota for the 4 quarters of the yearBullet Graph Performance Gauge to plot the % of Quota as a progress bar style KPI. Its made up of 3 ranges (light green/yellow/red), a major pointer (based on % of quota) and a second pointer to pay bonuses at 85%)Interactive sortingReport 1: SSRS Performance Gauge70This exists as a 4-part video:http://www.commongroundsolutions.net/SSRSPerformanceGauge1_of_4.ziphttp://www.commongroundsolutions.net/SSRSPerformanceGauge2_of_4.ziphttp://www.commongroundsolutions.net/SSRSPerformanceGauge3_of_4.ziphttp://www.commongroundsolutions.net/SSRSPerformanceGauge4_of_4.zip

SSRS Performance Gauge Step 1: Create DataSet dsEmployeeSales71Create DataSet against ADW OLAP databaseDrag Reseller Sales Amount and Sales Amount Quota as measuresDrag in Employees Hierarchy and Calendar Quarter of YearCreate Parameter based on Calendar Year and make sure to check as parameterAfter parameter is created, turn off parameter multi-select

SSRS Performance Gauge Step 2: Create Empty Table/Tablix and set DataSet72

Drag empty table and set table properties to define primary dataset

SSRS Performance Gauge Step 3: Create Employee Group73Add row group at the bottom, as a parent row groupDefine row group based on Employee names (Employees hierarchy) and add a group header

SSRS Performance Gauge Step 4: Set summary columns and hide detail row74In the row group header, click in upper right corner to add aggregations (SUM) for Reseller Sales amount and Sales Amount QuotaSSRS implements a SUM since were placing in group header (it sums the quarterly dataset rows by employee)Click in Row selector to hide the detail section (report shows 1 line per employee, in the header)

SSRS Performance Gauge Step 5: Drag in columns and format75Format both sales cells as Currency, with thousands separator.To eliminate showing cents, set # decimal places to zero

SSRS Performance Gauge Step 5: Drag in columns and format76For the column for sales as % of Quota.Use Expression above for % of Quota note that both numerator and denominator use SUMFormat % of Quota as a Percent with 2 decimalsNote: make SURE to name the textbox txtPctOfQuota

SSRS Performance Gauge Step 6 : Preview77Preview to show what we have so far

SSRS Performance Gauge Step 7: Add Sparkline78Now to add chart sparkline to show sales and quota as linesDrag in a sparkline into the table, and use a Line Chart with Markets

SSRS Performance Gauge Step 8: Set data to plot in sparkline chart79For the sparkline:Click inside to get the Chart data window pane to appearUse Reseller sales amount and Sales QuotaPreviewnote that since original dataset had rows by quarter within employee, both measures are broken out by quarter (4 quarters)

SSRS Performance Gauge Step 9: Format sparkline chart colors80To set line colors, click in the chart data window pane on the valueRight-click to go to series propertiesGo to the Fill Color sectionTo increase white space between the 2 plotted lines, increase the height of the group header row by stretching the row selector

SSRS Performance Gauge Step 10: Add area for new performance gauge81To add the performance gauge, right-click to add a new column to the rightTemporarily increase height of group header row (by stretching row selector)

SSRS Performance Gauge Step 11: Performance Gauge Chart Type82Drag in a gauge from the toolbox to the new column on the rightSelect a Linear Bullet GraphBy default, it shows like this

SSRS Performance Gauge Step 12: Set 3 Ranges for Bullet Graph83First, well set the range propertiesNote there are 3 different ranges (3 different shades of grey)Select the right-most range, right-click to go to Range PropertiesSet Range Scale property to 90 and 100Set Fill color to Light GreenRepeat this for the middle range (use range scale values of 80 and 90, and set Fill color to Khaki)Repeat this for the left-most range (use range scale values of 0 to 80, and go to additional colors and select color of Salmon)Weve selected 3 light versions of Red, yellow, and Green.the actual horizontal bar indicator will use sharper versions of those colors, to create a nice contrast

SSRS Performance Gauge Step 13: Set secondary pointer84The gauge has 2 pointers: a primary pointer (for the performance gauge based on % of quota), and a 2ndary gauge (well pay bonuses at 85% of quota)Set pointer property value for 2nd pointer to a hard-coded value of 85

SSRS Performance Gauge Step 14: Set Primary Pointer Property85For the primary pointer, go to pointer properties and set the value to the ReportItems textbox name, multiplied by 100Sample preview

SSRS Performance Gauge Step 15: Set color rule for Primary Pointer86Set color rule for primary pointer.Similar to a KPI.anything 90% and above is good (green), between 80% and 90% is yellow, anything lower is red

SSRS Performance Gauge Step 16: Preview87PreviewStill need to have a color rule for 2ndary pointer, but getting closer

SSRS Performance Gauge Step 17: Set color rule for Secondary Pointer88Set color rule for 2ndary pointerGo to pointer properties, and set pointer fill color expression to show in black if % of quota is over 85% (eligible for bonus), or red if lower than 85% (not eligible)Cant use green.must use color that wont blend in

SSRS Performance Gauge Step 18: Turn off annotations and labels on axis89To strip out axis labels for the performance gauge, right-click on bottom axis and uncheck show labels and show tick marksPreview

SSRS Performance Gauge Step 19: Set Chart background color90To set background color for chart, right-click on gauge as a whole, and set back fill color to gradient fill as shown here

SSRS Performance Gauge Step 20: Decrease row height and adjust91Now decrease height of employee group header Adjust start width and end width for each of the 3 ranges (same value for each)

SSRS Performance Gauge Step 21: Adjust height/width of primary Pointer92For the primary pointer, go to pointer properties and set width to 25

SSRS Performance Gauge Step 22: Adjust height/width of secondary Pointer93Go to secondary pointer properties, and set width to 7and Length to 35 (your actual selections may vary)These are being done to size accordingly now that the group row header has been resized

SSRS Performance Gauge Step 23: Preview94PreviewNotice how Amy and Brian are below 85%, and are not eligible for bonuses (bonus pointer is red)David Campbell is above 85%, so bonus pointer is black (eligible for bonus)

SSRS Performance Gauge Step 24: Set color heading back/fore colors95Now to set column header background and foreground color Select header row selector and set background and foreground colors

SSRS Performance Gauge Step 25: Preview96What design mode should look like right now

SSRS Performance Gauge Step 26: Set Interactive Sorting for Sales, Quota, and % of Quota97Implement interactive sorting on 3 column headings (reseller sales, quota, and % of quota)One at a time, click on column headings, and go to interactive sortingIn all 3 cases, when enabling interacting sorting, make sure to sort on the Employees groupThree expressions for the 3 measures are to the rightNote that we cant use the ReportItems collection must reuse the numerator and denominator for the value of the calculation on which to sort

SSRS Performance Gauge Step 27: Preview98Final preview!

SSRS Performance Gauge Step 27: Access from PPS99If youre using PPS to create SharePoint dashboards, you can devote specific dashboard pages to SSRS reportsCan seamlessly integrate deployed SSRS reports, and take advantage of hierarchical PPS dropdown filters We can place them in specific PPS page zones arguably works cleaner than web partsMust specify the report server URL, and the location of the report(No help with discovery have to provide the URLs ourselves)Sometimes must specify SSRS virtual directory (VTI_BIN)Note: must uncheck show toolbar and show parametersWe can place this in a dashboard, and use existing filter for CalendarYearsInTheMiddle to link to the existing Report ParameterFull Report URL was http://sfmpbisql/sites/KSG2011B4/SSRSDeployedReports/B4SSRSSharePoint/rptPerformanceSalesGauge.rdl

Report URL must be site collection + Report Repository Folder + Project Folder + Report (with RDL extension)Report 2: Map and Chart100Report that shows mapping, SSRS charting

SSRS Sales Map and Chart101This exists as a 2-part video:http://www.commongroundsolutions.net/SSRSMap1_of_2.ziphttp://www.commongroundsolutions.net/SSRSMap2_of_2.zip

Report 3: basic report w/subscription102A very simple report of monthly sales for a CategoryWell use this to set up a report subscription, to run automatically for every category manager

SSRS 2008R2 Automatic Delivery103Can run report schedules - send output to user Document LibrariesUses SQL Server Agent make sure Agent is runningCreate report shared scheduleSite Actions/Site Settings/Reporting Services-Manage Shared SchedulesAdd a new schedule (actually writes a job entry in SQL Server Agent)Modify report data source to store credentials securely on the server (for unattended execution)Create a new subscription for the reportGo to Report/Manage Subscriptions/Add subscription Deliver to SharePoint Document Library (Generated reports)Set output formatAssociate with the report scheduleAssign any parameters (cant used Linked Reports)

SSRS 2008R2 Automatic Delivery104Instead of creating subscriptions manually, we can populate a relational control table with entries wed otherwise provide manuallySharePoint interface will prompt us for necessary fieldsOnce again, the source of data (as well as the data source for the relational control table that contains the subscription information) must have credentials securely on the server (for unattended execution)This can be a time saver if you have a large # of recipientsAlso dynamic will pick up changes when we insert new rows to the relational control table

SSRS 2008R2 Automatic Delivery105T-SQL code to create tblSubscriptionFileShare, to store data-driven subscription information

Reporting Services 2008R2 Configuration continued106Some important links:Configuring Report Server Integration:http://msdn.microsoft.com/en-us/library/bb326213.aspxInstall and Configure SharePoint Integration on multiple servers:http://msdn.microsoft.com/en-us/library/bb677365.aspxConfigure SSRS on an NLB (Network Load Balance Cluster):http://msdn.microsoft.com/en-us/library/cc281307.aspx

Excel Services 2010 - Configuration107Excel Services is installed as a Service Application with SharePoint 2010 (similar to PerformancePoint Services being installed as a Service Application)Go to Central AdministrationApplication ManagementManage Service ApplicationsExcel Services ApplicationImportant configuration feature: Unattended Service Account Application ID (in Global Settings), Maximum Workbook Size (Trusted File Locations)Excel Services 2010 - Configuration108Must create a secure store service application ID

Excel Services 2010 - Configuration109Secure Store Application ID will be used as SignOn ID in Excel worksheet when published to SharePoint

Excel Services 2010 - Configuration110In Excel, when creating a connection to an OLAP database, must use the SSS IDDeployment to SharePoint will not function without this!

111Excel Services 2010 Scatter Chart for cities in a country (What well create)

Observation points in a scatter graph: each marker represents a city, their # of customers (bottom axis) and Internet sales (left axis). Chart shows relationship between the 2 variablesPearson correlation: measures the correlation or strength of linear dependence.

.85 to 1 = strong correlation.75 to .85 = moderate correlation< .75 = weak correlation (not very reliable)Regression trendline: shows slope calculation (every 1 customer results in $1508.7 + $)4640.9 in revenue)

R-squared represents goodness of fit of plotted points relative to trendline (closer the line passes through the points, closer to 1 is the value)We can create this spreadsheet in Excel against OLAP data, deploy to SharePoint, and then use in a PPS dashboard, and take advantage of PPS filtersBottom axis: Customer Count by CityY-axis: revenue by city

112Excel Services 2010 Scatter chart for cities in a stateStronger correlation, better fit when running for a state, versus a country113Excel Services-Step 1: Set up Sharepoint site library

In the site collection, Create a new Document Library called ExcelDocumentsIn the library, go to Connect Office and Add the Document Library to the list of SharePoint Sites in Office(This will make it easier to save Excel Spreadsheets to this specific library)114Excel Services-Step 2: Access OLAP data in ExcelGo onto Excel, Make a data connection to Analysis ServicesSelect the sfmpbisql serverSelect the adventureworks 2008R2 database, and the ADW BI SharePoint Perspective

115Excel Services-Step 3: Define Secure Store Service ID in the ConnectionWhen saving the connection, make sure to go to Authentication settings and set the SSS ID to ExcelServicesAppID_1Otherwise, users wont be able to interact with it when Deployed to SharePoint

116Excel Services-Step 4: Create Pivot TableCreate a default Pivot Table

(Ultimately well create a pivot chart that will read from the Pivot Table range of cells)

117Excel Services-Step 5: Define Pivot table from measuresUsing the Pivot Table field list, click on the Customer Count measure and the Internet Sales Amount MeasuresDrag the Customer Geography hierarchy into the Report Filter quadrantDrag the City Location into the Row LabelsCRITICAL: make sure to change the worksheet name at the bottom to CustomerCountSales

118Excel Services-Step 6: Try to create Pivot Chart from Pivot tableTry to create a Pivot chart directly against the Pivot table data, using a Scatter ChartNote the error: we cant limitation of ExcelWhat can we do????

119Excel Services-Step 7:Must build range for Pivot Chart manually, from cell offsetsWorkaround: we can create 2 range names in Excel that use the Excel function OFFSET, to read the range of cells down to row 288288 is the max number of rows for citiesGo to Design, then name manager, and add 2 new namesName the formulas CustomerCount and SalesAmount

120Excel Services-Step 8: Create Pivot Chart manually, outside Pivot TableThe Name manager should now look like what you see on the leftNow, click outside the pivot table (column E, for instance), and try to insert a Pivot chart as a scatter chart, where were not selecting the Pivot table as the source(In a minute, well tell the pivot chart to use the formula names)

121Excel Services-Step 9: Create RangesRight-click on the empty chart and select Select DataClick Add (under Legend Entries)Enter the 2 formula names for X and Y axis=CustomerCountSales!CustomerCount=CustomerCountSales!SalesAmount

122Excel Services-Step 10: Scatter Chart from RangesExcel Pivot Chart based on all cities

123Excel Services-Step 11: re-run for Oregon (easier to test)Lets filter this down to a simpler listSelect Oregonpivot chart reads the named formulas to generate scatter graph of cities, their customer counts, and revenue, for OregonOne problemPivot table named formula range shows Grand totalwe DONT want to plot the grand total in the chart. Just cities!!!

124Excel Services-Step 12: Turn off totals in Pivot TableGo into Pivot Table options (right-click on Pivot table)In Totals and filters tab, uncheck the 2 options for showing totals

125Excel Services-Step 13: Pivot Chart without totalsNow the pivot chart looks betteronly plots the cities, not the total (which otherwise skews the results)

126Excel Services-Step 14: Format and add TrendlineSome formattingRight click and change the inner chart plot area background fill colorChange the outer background fill color areaChange Y axis to avoid showing decimalsRight-click on plotted markers to Add a trendline

127Excel Services-Step 15: Add trendlinesSelect option for Linear regression (default)Set options to show the slope equation, along with the R-squared value for goodness of fit of linear regression with respect to the actual observations

128Excel Services-Step 16: Result of trendlinesResult of pivot chart.You can move the textbox showing slope and R-squared calculation to the lower right corner of chart

129Excel Services-Step 17: Pearson formulaSome analysts might want to use the Pearson formula, to determine how densely packed the observations are (how much correlation there is between the counter count and the Sales)Use Pearson formula in a cell outside the chartWell give those cells a name, so that we can access them from PPS

130Excel Services-Step 18: Name the formulasClick on the label and shift click to the formula itself, then right-click and define that cell range with a name of PearsonFormulaAlso, click in cell B1 (where we have the dropdown for the geography filter) and go to the name manager and give the filter the name of GeoFilterThese names will be critical when we publish this sheet to SharePoint

131Excel Services-Step 19: Rename the chartAlsoname the chart. Click on the chart, then click on the Layout menu option at the top, and in the upper right corner, change the chart name to ScatterChart.

132Excel Services-Step 20: Save to SharePointClick on File, then Save and Send, and then Save to SharePointNotice in the lower right corner that the site collection library (from when we created the SharePoint Document library ) shows as the location to saveDouble click on that folder selection

133Excel Services-Step 21: Publish optionsThat will take us to the site collection. Before saving, must go to publish optionsOnly save the following items in the workbook (ScatterChart, GeoFilter, and PearsonFormula)Then go to the 2nd publish options tab (Parameters)

134Excel Services-Step 22: Publish parametersIn the parameters tab of the publish options, click ADD and check the GeoFilter parameter.this must be published to SharePoint for PPS to recognize itBack in the SAVE AS screen, uncheck the option to Open with Excel in the Browser. Just click the option to Save/Publish

135Excel Services-Step 23: Access in PPSNow we want to access the chart from inside a PPS pageIn PPS dashboard designer for the site collection, create a new report as an Excel services reportSpecify the site collection name (core site collection name): PPS will prompt for the document library, workbook and item nameVERY IMPORTANTmust do this twice(2 Excel reports). One for the ScatterChart, one for the PearsonFormula)

136Excel Services-Step 24: Build PPS FilterCreate a new dashboard filter: Customer Country/StateUse filter and descendants to only go from Country to State-Province, and only where Internet Sales Amount is > 0Use Tree display

137Excel Services-Step 25: Add Dashboard pageIn the Dashboard, create a new page as 2 rowsGo to zone settings in the top row and set the height to 7%The filter and the Pearson formula will go into the top zoneThe chart will go in the bottom zone

138Excel Services-Step 26: Manage zonesIn the top zone, after setting the height to 7%, split the zone in halfDrag the new filter and the Pearson Formula into the top zoneDrag the chart into the bottom zone

139Excel Services-Step 27: Connect filtersMust link the filter ( Customer Country / State) to BOTH the Excel Scatter Chart AND the Excel Pearson Formula sectionBoth filter links will connect to the same filter parameter (GeoFilter), using Member Unique NameSave and publish!!!Note that if you make a change to the spreadsheet back in Excel, all you need to do is resave and republish in Excel