1 Northrop Grumman Corp Enterprise Project ManagementMicrosoft Project Server 2010 BI Center Reports & Dashboards Developer Training Composed by Wayne Walker December 2016 Add name.

2 Course Outline Module 1 Introduction to the TrainingModule 2 Office Data Connection Concepts Module 3 Working with Office Data Connections Module 4 Excel Services Concepts Module 5 Working with Excel Services Module 6 SQL Server Reporting Services Concepts Module 7 Working with SQL Server Reporting Services Module 8 PerformancePoint Concepts Module 9 Intro to PerformancePoint Dashboard Designer Module 10 Working with PerformancePoint Charts Module 11 Compose PerformancePoint Reports Module 12 Create PerformancePoint Dashboards

3 Module 1 Module 1 Introduction to the TrainingTopic 1.1 – Logistics - Class Goals & Guidelines Topic 2.1 – BI Center Administration Concepts Topic 3.1 – Course Material Outline Module 2 Office Data Connection Concepts Module 3 Working with Office Data Connections Module 4 Excel Services Concepts Module 5 Working with Excel Services Module 6 SQL Server Reporting Services Concepts Module 7 Working with SQL Server Reporting Services Module 8 PerformancePoint Concepts Module 9 Intro to PerformancePoint Dashboard Designer Module 10 Working with PerformancePoint Charts Module 11 Compose PerformancePoint Reports Module 12 Create PerformancePoint Dashboards

4 Introduction to the TrainingTopic 1.1 – Logistics - Class Goals & Guidelines Topic 1.2 – BI Center Administration Concepts Topic 1.3 – Course Material Outline

5 Class Logistics Class Goals Class GuidelinesMinimize time impact upon employees Cover all material within the allotted time Provide sound Project Management related training that will aid with the integration of Project Server within the organization’s infrastructure Have fun! Class Guidelines Facilitator will provide hands-on training Rules of the road Please be on time for training A break each hour for 10 minutes (timely return requested) Turn off (or make silent), cell phones and pagers during class time For the sake of time, we will add all detailed questions to the “Parking Lot” to be addressed at a later time Please do not use the system outside of the training plan Note difference in environment “look and feel”. NOTE: The screen images used in this course have been captured from a Windows 7 environment. Be sure to allow for differences in Menu/Dialog Box Selections when using other Operation System versions (e.g. Windows XP, Vista, etc…).

6 Introduction to the TrainingTopic 1.1 – Logistics - Class Goals & Guidelines Topic 1.2 – BI Center Administration Concepts Topic 1.3 – Course Material Outline

7 BI Center Administration ConceptsThe Project Server 2010 BI Center (Business Intelligence Center): A repository for the storage of Reports Report Management features Display of Business Intelligence (Project Management Intelligence) Reports Dashboards features

8 BI Center Administration ConceptsMechanisms used to support analysis and monitoring of Project Management activities: Reports Dashboards Charts Grids Scorecards Key Performance Indicators (KPI’s)

9 BI Center Administration ConceptsBundling of developed components into Dashboards for publishing to a SharePoint page. Available report generation tools: PerformancePoint Service Application Visio Graphics Service Word Automation Services SQL Server Reporting Services (SSRS)

10 BI Center Administration ConceptsTraining material will focus on the following tools: Excel Services Application Report Builder 3.0 PerformancePoint Service Application Exercises will support actual tool usage

11 Introduction to the TrainingTopic 1.1 – Logistics - Class Goals & Guidelines Topic 1.2 – BI Center Administration Concepts Topic 1.3 – Course Material Outline

12 Course Material OutlineModule 1 Introduction to the Training Logistics - Goals & Guidelines BI Center Administration Concepts Course Material Outline Module 2 Office Data Connection Concepts Introduction to Office Data Connections Office Data Connections Supporting Information Office Data Connections Concepts Summary Module 3 Working with Office Data Connections Office Data Connections Exercises

13 Course Material OutlineModule 4 Excel Services Concepts Introduction to Excel Services Excel Services Supporting Information Excel Services Concepts Summary Module 5 Working with Excel Services Excel Services Exercises Module 6 SQL Server Reporting Services Concepts Introduction to SQL Server Reporting Services SQL Server Reporting Services Supporting Information SQL Server Reporting Services Concepts Summary

14 Course Material OutlineModule 7 Working with SQL Server Reporting Services SQL Server Reporting Services Exercises Module 8 PerformancePoint Concepts Introduction to PerformancePoint PerformancePoint Supporting Information PerformancePoint Concepts Summary Module 9 Intro to PerformancePoint Dashboard Designer PerformancePoint Designer Exercises Module 10 Working with PerformancePoint Charts PerformancePoint Charts Exercise

15 Course Material OutlineModule 11 Compose PerformancePoint Reports Compose PerformancePoint Reports Exercise Module 12 Create PerformancePoint Dashboards Create PerformancePoint Dashboards Exercise

16 Module 2 Module 1 Introduction to the TrainingModule 2 Office Data Connection Concepts Topic 2.1 – Introduction to Office Data Connections Topic 2.2 – Office Data Connections Supporting Information Topic 2.3 – Office Data Connections Concepts Summary Module 3 Working with Office Data Connections Module 4 Excel Services Concepts Module 5 Working with Excel Services Module 6 SQL Server Reporting Services Concepts Module 7 Working with SQL Server Reporting Services Module 8 PerformancePoint Concepts Module 9 Intro to PerformancePoint Dashboard Designer Module 10 Working with PerformancePoint Charts Module 11 Compose PerformancePoint Reports Module 12 Create PerformancePoint Dashboards

17 Office Data Connection ConceptsTopic 2.1 – Introduction to Office Data Connections Topic 2.2 – Office Data Connections Supporting Information Topic 2.3 – Office Data Connections Concepts Summary

18 Introduction to Office Data ConnectionsOffice Data Connections (ODC’s) are: Provides the data needed to render reports with the appropriate information Connection information for: Server Database Datasets Includes the ability to modify data returned This Module provides foundation information on Office Data Connections

19 Office Data Connection ConceptsTopic 2.1 – Introduction to Office Data Connections Topic 2.2 – Office Data Connections Supporting Information Topic 2.3 – Office Data Connections Concepts Summary

20 ODC’s Supporting InformationMicrosoft has provided the ability to do the following things related to data connectivity in Excel 2010: Peruse a list of the connections that are used in your workbook See where those connections are used Change the properties of the connection Store the connection files within the Excel Workbook Store the connection files in a local folder Store shared connection files in a SharePoint Data Connection Library

21 ODC’s Supporting InformationThe definition of connection as it relates to Excel: “The information needed to uniquely identify an external data source and to connect to that external data source, so that some or all of the external data can be imported into Excel 2010.”

22 ODC’s Supporting InformationA set of information that includes: What type of connection this is (i.e. ODBC) The Server Name (i.e. ServerName ) The Table Name (i.e. MyTable) Optional parameters (i.e. Persist Security Info = True), etc… This information s used by Excel to fetch data.

23 ODC’s Supporting InformationWorkbook Connection: Connection information that is stored inside an Excel Workbook Connection File: Connection information stored in separate file Microsoft Office 2010 connection file extensions: “.odc” Stands for “Office Data Connection”

24 ODC’s Supporting InformationProject Server 2010 related Excel Services data sources types: Relational: (Project Server Reporting Database) Decisional: (14 Project Server Analysis Services OLAP Cubes)

25 ODC’s Supporting InformationType selection criterion: Relational: Up-to-date data Superset Analysis Services OLAP Cube Data Good for cross Table/View relational data queries Decisional: Aggregation across dimension(s) Efficient for reports on time phased data Lends itself to drilldown reporting Key Performance Indicators

26 ODC’s Supporting InformationRelational Data: Is stored in a set of four SQL Server databases: ProjectServer_Archive ProjectServer_Draft ProjectServer_Published ProjectServer_Reporting. ProjectServer_Reporting Only Project Server database permitted by Microsoft to support reporting needs

27 ODC’s Supporting InformationDecisional Data: Maintained in Analysis Services based OLAP Cubes. 14 OLAP Cubes provided natively contain data extracted from the Project Server Reporting database Extended calculations are available via MDX (Multi-Dimensional Expressions)

28 ODC’s Supporting InformationThe Project Server 2010 Reporting database schema is available in the Project Server 2010 Software Developer Resource Kit available at: Database Schema image displayed on followjg page:

29 ODC’s Supporting Information

30 ODC’s Supporting InformationDefault Project Server 2010 Data Connection Files: Simple Project List (SimpleProjectList) Milestone due This Month (MilestonesDueThisMonth) Resource Capacity (ResourceCapacity) Timesheet Actuals (TimesheetActuals) Deliverables (Deliverables) Issues And Risks (IssuesAndRisks) Rejected Project List (RejectedProjectsList) Top Projects (TopProjects) Workflow Chart (WorkflowChart) Workflow Drill Down (WorkflowDrillDown)

31 Office Data Connection ConceptsTopic 2.1 – Introduction to Office Data Connections Topic 2.2 – Office Data Connections Supporting Information Topic 2.3 – Office Data Connections Concepts Summary

32 Office Data Connections Concepts SummaryAdded complexity comes with the BI Center supporting Project Server 2010 reporting Reports authors need to know conceptual information od Office Data Connection (ODC) functionality ‘Office Data Connections Concepts’ Module provides foundation supporting information Exercise Module designed to put concepts into practice

33 ODC’s Supporting InformationOffice Data Connections terms: External Data Source: A separate database or data file Connection Information: Info needed to connect to external data Connection File: Standalone file containing Connection Information Workbook Connection: Copy of Connection Information within an Excel workbook

34 Module 3 Module 1 Introduction to the TrainingModule 2 Office Data Connection Concepts Module 3 Working with Office Data Connections Topic 3.1 – Office Data Connection Exercises Module 4 Excel Services Concepts Module 5 Working with Excel Services Module 6 SQL Server Reporting Services Concepts Module 7 Working with SQL Server Reporting Services Module 8 PerformancePoint Concepts Module 9 Intro to PerformancePoint Dashboard Designer Module 10 Working with PerformancePoint Charts Module 11 Compose PerformancePoint Reports Module 12 Create PerformancePoint Dashboards

35 Working with Office Data ConnectionsTopic 3.1 – Office Data Connection Exercises

36 Office Data Connection ExercisesRefer to Training Workbook for detailed steps Refer to Step by Step Brief Format document for instructions without the details Refer to the Quick Reference document for abbreviated instructions

37 Module 4 Module 1 Introduction to the TrainingModule 2 Office Data Connection Concepts Module 3 Working with Office Data Connections Module 4 Excel Services Concepts Topic 4.1 – Introduction to Excel Services Topic 4.2 – Excel Services Supporting Information Topic 4.3 – Excel Services Concepts Summary Module 5 Working with Excel Services Module 6 SQL Server Reporting Services Concepts Module 7 Working with SQL Server Reporting Services Module 8 PerformancePoint Concepts Module 9 Intro to PerformancePoint Dashboard Designer Module 10 Working with PerformancePoint Charts Module 11 Compose PerformancePoint Reports Module 12 Create PerformancePoint Dashboards

38 Excel Services ConceptsTopic 4.1 – Introduction to Excel Services Topic 4.2 – Excel Services Supporting Information Topic 4.3 – Excel Services Concepts Summary

39 Introduction to Excel ServicesExcel Services Application: A “SharePoint Service Application” that supports the Excel Services Reporting functionality In Module: Introductory information Concept information How the Excel Services Application works

40 Excel Services ConceptsTopic 4.1 – Introduction to Excel Services Topic 4.2 – Excel Services Supporting Information Topic 4.3 – Excel Services Concepts Summary

41 Excel Services Supporting InformationFour Excel Services core components: Excel Client: The Microsoft Excel 2010 Client is used to author and publish new reports Office Data Connections (ODC’s): Store data connection information Target Tables or Views Supports SQL Queries Supports Secure Store Target Application ID (For Data Connection Library shared ODC’s)

42 Excel Services Supporting InformationProvides rendering and interactivity support Enables sharing of reports with others Enables filtering of the data in a report dynamically Secure Store Service: A SharePoint Server service used to store credentials Credentials stored in a Target Application Profile Profiles help avoid authentication issues (double-hop) Provides control access control to data for a given Target Application Profile

43 Excel Services Supporting InformationClient Side Elements: Microsoft Excel 2010 for authoring the reports (Excel 2007 is possible with very much reduced functionality and requires Service Pack 1 or above) Server Side Elements: Excel Services Secure Store Service Excel Workbooks Office Data Connections SQL Server Reporting database OLAP Cube database(s)

44 Excel Services Supporting InformationClient / Server Side Diagram

45 Excel Services Supporting InformationAllows for a variety of sharing scenarios: Via a web interface using Excel Services Data can be distributed via XLSX files: Files can be static snapshots of the web view Allows sharing broadly Allows modification of data for own uses Files can also remain data-connected Allows the user to refresh the data as needed

46 Excel Services Supporting InformationDistinct reporting security (separate to PWA): Report Viewers need not be PWA Users BI Center uses the native SharePoint Security PWA Administrator controls BI Center Security: All PWA members have BI Center read-only access SQL Security Group: Used for Report Authors with DB_Reader access rights

47 Excel Services Supporting InformationExcel Services Security Model Diagram

48 Excel Services Supporting InformationExcel Services security model ensures: Data Integrity Data Quality BI Center Administrator: Centrally manages shared resources Controls user access to corporate intellectual property contained in workbooks

49 Excel Services Supporting InformationSpecified within Excel Services: Trusted File Locations: SharePoint Document Libraries UNC Paths (Shared Network Paths) HTTP Web sites Must be explicitly trusted before Excel Calculation Services is allowed to access them Excel Calculation Services opens workbooks that are stored in trusted file locations only

50 Excel Services Supporting InformationTrusted Data Providers: External databases that Excel Calculation Services is explicitly configured to trust when processing data connections in workbooks Excel Calculation Services processes a data connection only if connection is to a trusted data provider. Trusted Data Connection Libraries: SharePoint Document Libraries Contain Office data connection (.odc) files ODC’s used to centrally manage connections to external data sources Can be configured to require ODC files for all data connections Data connection libraries must be explicitly trusted

51 Excel Services Supporting InformationThe list of the objects to configure and use in Project Server 2010 are: Custom Fields and Lookup Tables Departments Business Intelligence (BI) Center OLAP Database Management and Analysis Server Setup

52 Excel Services Supporting InformationThe following features are configured and used in Excel Services in SharePoint Server 2010: Secure Store Service and Service Application PerformancePoint Services and Service Application Excel Services and Service Application Data Connections Office Data Connection File (ODC) Universal Data Connection File (UDC)

53 Excel Services Supporting InformationProject Server 2010 is shipped with: Default Sample Reports Report Templates Office Data Connections Preconfigured blank templates are provided that: Are connected to the included ODC’s Help users create new reports quickly A blank template & accompanying ODC is created for each OLAP Cube Both Sample Reports and Template can be used as starting points for reports

54 Excel Services ConceptsTopic 4.1 – Introduction to Excel Services Topic 4.2 – Excel Services Supporting Information Topic 4.3 – Excel Services Concepts Summary

55 Excel Services Concepts SummaryAdvantages: A lot of end-user familiarity with the functionality and features of the Microsoft Excel desktop client application Collaboration: Can Publish reports to the BI Center for viewing by targeted audiences Complexity: Concept knowledge around the functionality needed Security: Features to support delivery of reports to appropriate audiences Purpose: Excel Services Exercises Module will put concepts into practice

56 Module 5 Module 1 Introduction to the TrainingModule 2 Office Data Connection Concepts Module 3 Working with Office Data Connections Module 4 Excel Services Concepts Module 5 Working with Excel Services Topic 5.1 – Excel Services Exercises Module 6 SQL Server Reporting Services Concepts Module 7 Working with SQL Server Reporting Services Module 8 PerformancePoint Concepts Module 9 Intro to PerformancePoint Dashboard Designer Module 10 Working with PerformancePoint Charts Module 11 Compose PerformancePoint Reports Module 12 Create PerformancePoint Dashboards

57 Working with Excel ServicesTopic 5.1 – Excel Services Exercises

58 Excel Services ExercisesRefer to Training Workbook for detailed steps Refer to Step by Step Brief Format document for instructions without the details Refer to the Quick Reference document for abbreviated instructions

59 Module 6 Module 1 Introduction to the TrainingModule 2 Office Data Connection Concepts Module 3 Working with Office Data Connections Module 4 Excel Services Concepts Module 5 Working with Excel Services Module 6 SQL Server Reporting Services Concepts Topic 6.1 – Introduction to SQL Server Reporting Services Topic 6.2 – SQL Server Reporting Services Supporting Information Topic 6.3 – SQL Server Reporting Services Concepts Summary Module 7 Working with SQL Server Reporting Services Module 8 PerformancePoint Concepts Module 9 Intro to PerformancePoint Dashboard Designer Module 10 Working with PerformancePoint Charts Module 11 Compose PerformancePoint Reports Module 12 Create PerformancePoint Dashboards

60 SQL Server Reporting Services ConceptsTopic 6.1 – Introduction to SQL Server Reporting Services Topic 6.2 – SQL Server Reporting Services Supporting Information Topic 6.3 – SQL Server Reporting Services Concepts Summary

61 Introduction to SQL Server Reporting ServicesUsed to generate advanced reporting solutions Solutions can be distributed automatically on a scheduled basis Typically considered the domain of specialist report developers Usually requires advanced SQL Queries skills Familiarity with development within the Microsoft Visual Studio specialized software development environment

62 Introduction to SQL Server Reporting ServicesReport Builder 3.0 A tool targeted at end-user audiences A tool that is somewhat intuitive, but still requires understanding of data connections and data needs Can be leveraged to work with existing SSRS Reports developed in Microsoft Visual Studio Initial base reports can be created and then transferred to Microsoft Visual Studio for advanced feature enhancements A useful addition to the report creation toolkit, but requires what can be described as power users

63 SQL Server Reporting Services ConceptsTopic 6.1 – Introduction to SQL Server Reporting Services Topic 6.2 – SQL Server Reporting Services Supporting Information Topic 6.3 – SQL Server Reporting Services Concepts Summary

64 SSRS Supporting InformationReport Builder 3.0 Client: Used to author and publish new reports Designed to be used by end-users Users don’t need advanced SQL Queries knowledge Microsoft Visual Studio: A specialist report developer tool Requires a dedicated developer Must be knowledgeable on SQL Queries Knows the Project Server 2010 DB schema Specialize in report development

65 SSRS Supporting InformationShared Data Source: A file with an ‘.rsds’ extension Used to store the connection information SSRS leverages to access the data used in reports Queries used to target the data are not sored in the Shared Data Source (unlike ODC’s) Being shared, can be used by multiple reports to access a target data source

66 SSRS Supporting InformationReport Model: A file with an ‘.smdl’ extension Contains metadata detailing data source and data relationships. Metadata is in the form of the Semantic Model Definition Language (SMDL) An XML based way of presenting model items Provides user friendly predefined entities Allows end-users to generate reports without prior knowledge of data structures. Used in Report Builder 3.0.

67 SSRS Supporting InformationReport Definition Language: A file with an ‘.rdl’ extension Contains the definition of an SSRS report May have been developed either in Visual Studio or Report Builder 3.0. Definition includes all attributes of the report Also includes any queries that are needed to ensure the appropriate data is available to support the report information needs.

68 SSRS Supporting InformationSSRS Architecture

69 SSRS Supporting InformationSSRS is a set of: Processing components Tools Programmatic interfaces Support the development and use of rich reports in a managed environment. Includes: Development tools Configuration tools Administration tools Report viewing tools

70 SSRS Supporting InformationProgrammatic interfaces include: Simple Object Access Protocol (SOAP) URL Endpoints Windows Management Instrumentation (WMI) Allows for easy integration with new or existing applications and portals

71 SSRS Supporting InformationProcessing is distributed across multiple components. Central and specialized processors are used to: Retrieve data Process report layout Render presentation formats Deliver to target destinations

72 SSRS Supporting InformationPresentation processing: Occurs after the data is retrieved Is decoupled from data processing Allows multiple users to review the same report simultaneously Reports can be in formats designed for different devices Viewing format can be changed quickly (HTML, PDF, Excel, XML etc…) with a single click The modular architecture is designed for extensibility.

73 SSRS Supporting InformationSSRS Components and Tools

74 SQL Server Reporting Services Concepts SummaryTopic 6.1 – Introduction to SQL Server Reporting Services Topic 6.2 – SQL Server Reporting Services Supporting Information Topic 6.3 – SQL Server Reporting Services Concepts Summary

75 Excel Services Concepts SummarySQL Server Reporting Services (SSRS) is a powerful tool that supports the development of highly complex BI Center reports. Includes functionality that enables report generation performance gains (especially for reports requiring complex data retrievals) Also includes report distribution features, including automated scheduled delivery via and other means. Report Builder 3.0 is available to end users

76 Module 7 Module 1 Introduction to the TrainingModule 2 Office Data Connection Concepts Module 3 Working with Office Data Connections Module 4 Excel Services Concepts Module 5 Working with Excel Services Module 6 SQL Server Reporting Services Concepts Module 7 Working with SQL Server Reporting Services Topic 7.1 – SQL Server Reporting Services Exercises Module 8 PerformancePoint Concepts Module 9 Intro to PerformancePoint Dashboard Designer Module 10 Working with PerformancePoint Charts Module 11 Compose PerformancePoint Reports Module 12 Create PerformancePoint Dashboards

77 Working with SQL Server Reporting ServicesTopic 7.1 – SQL Server Reporting Services Exercises

78 SQL Server Reporting Services ExercisesRefer to Training Workbook for detailed steps Refer to Step by Step Brief Format document for instructions without the details Refer to the Quick Reference document for abbreviated instructions

79 Module 4 Module 1 Introduction to the TrainingModule 2 Office Data Connection Concepts Module 3 Working with Office Data Connections Module 4 Excel Services Concepts Module 5 Working with Excel Services Module 6 SQL Server Reporting Services Concepts Module 7 Working with SQL Server Reporting Services Module 8 PerformancePoint Concepts Topic 8.1 – Introduction to PerformancePoint Topic 8.2 – PerformancePoint Supporting Information Topic 8.3 – PerformancePoint Concepts Summary Module 9 Intro to PerformancePoint Dashboard Designer Module 10 Working with PerformancePoint Charts Module 11 Compose PerformancePoint Reports Module 12 Create PerformancePoint Dashboards

80 PerformancePoint Services ConceptsTopic 8.1 – Introduction to PerformancePoint Topic 8.2 – PerformancePoint Supporting Information Topic 8.3 – PerformancePoint Concepts Summary

81 Introduction to PerformancePoint‘PerformancePoint Service Application’ is the name given in SharePoint to this SharePoint Service Application. Supports: Management of Reports built outside of PerformancePoint (Excel Services, SSRS, Visio Services, Word Automation Services, etc…) Chart creation Dashboard creation The management of those items in the BI Center

82 PerformancePoint Services ConceptsTopic 8.1 – Introduction to PerformancePoint Topic 8.2 – PerformancePoint Supporting Information Topic 8.3 – PerformancePoint Concepts Summary

83 PerformancePoint Supporting InfoThe Business Intelligence Center features leverage the PerformancePoint Service Application in SharePoint Server 2010 as the base functionality for supporting the building and ongoing maintenance of both Charts and Dashboards It also can be used to manage reports created using other tools (Excel Services, SSRS, Visio Services, Word Automation Services, etc…), when targeted as content for Dashboards

84 PerformancePoint Supporting InfoPerformancePoint is the mechanism that takes the various report types and combines them for display as Reports and in the Dashboard format Reports that you might use in an EPM Dashboard: Excel Services Reports SQL Server Reporting Services Reports PerformancePoint Analytic Charts and Grids

85 PerformancePoint Supporting InfoThe following report types can be implemented as part of an overall Business Intelligence strategy: Visio Services PowerPivot PerformancePoint Scorecard PerformancePoint Strategy Map PerformancePoint KPI Details Reports

86 PerformancePoint Supporting InfoTen Enterprise Project Management (EPM) default reports in Project Server 2010: Simple Project List Milestones Due This Month Resource Capacity Issues and Risks Deliverables Timesheet Actuals Rejected Projects Top Projects Workflow Chart Workflow Drilldown

87 PerformancePoint Supporting InfoFourteen Excel Services Templates and OLAP Cubes that are default in Project Server 2010: Assignment Non Timephased Assignment Timephased Deliverables EPM Timesheet Issues MSP_Portfolio_Analyzer MSP_Project_SharePoint MSP_Project_Timesheet Project Non Timephased Resource Non Timephased Resource Timephased Risks Task Non Timephased Timesheet

88 PerformancePoint Supporting InfoSimilar to analytic charts and grids, Excel Services reports are typically highly interactive Users can click to see lower levels of detail Users can export these reports to Microsoft PowerPoint or Excel and apply filters to them.

89 PerformancePoint Supporting InfoUsers can do the following in Analytic Charts and Grids: Drill down or up to see lower or higher levels of detail. Sort items in ascending or descending order. Filter out empty rows or columns, isolate an item, or remove an item from the report view. Apply top or bottom members in a group. Apply value filters, such as items greater than or less than an amount that you specify. Pivot a grid, or change a grid to an analytic chart. Use Additional Actions, which are defined in the Analysis Services cube. Show or hide information that is included in the chart or grid. Work with pages of grid data (useful when a query returns a large set of results). Launch a Decomposition Tree to view more information about a particular report value.

90 PerformancePoint Supporting InfoSQL Server Reporting Services reports are typically highly interactive Depending on how reports are configured, Dashboard users can explore data by clicking, sorting, and scrolling through pages Users can also: Preview, adjust, and print one or more pages in the report. Apply one or more parameters without having to rerun a query to the database. Parameters are built-in filters that are specific to the report. Export data as image files, Adobe PDF files, Web files, or other formats that Microsoft applications recognize.

91 PerformancePoint Services ConceptsTopic 8.1 – Introduction to PerformancePoint Topic 8.2 – PerformancePoint Supporting Information Topic 8.3 – PerformancePoint Concepts Summary

92 PerformancePoint Concepts SummaryPerformancePoint is the underlying technology that supports the creation, development and management of BI Center Charts and Dashboards There are various types of reports that are supported by PerformancePoint Dashboards. The purpose of the PerformancePoint Concepts module has been to provide foundation supporting information

93 Module 9 Module 1 Introduction to the TrainingModule 2 Office Data Connection Concepts Module 3 Working with Office Data Connections Module 4 Excel Services Concepts Module 5 Working with Excel Services Module 6 SQL Server Reporting Services Concepts Module 7 Working with SQL Server Reporting Services Module 8 PerformancePoint Concepts Module 9 Intro to PerformancePoint Dashboard Designer Topic 9.1 – PerformancePoint Designer Exercises Module 10 Working with PerformancePoint Charts Module 11 Compose PerformancePoint Reports Module 12 Create PerformancePoint Dashboards

94 Intro to PerformancePoint Dashboard DesignerTopic 9.1 – PerformancePoint Designer Exercises

95 PerformancePoint Designer ExercisesRefer to Training Workbook for detailed steps Refer to Step by Step Brief Format document for instructions without the details Refer to the Quick Reference document for abbreviated instructions

96 Module 10 Module 1 Introduction to the TrainingModule 2 Office Data Connection Concepts Module 3 Working with Office Data Connections Module 4 Excel Services Concepts Module 5 Working with Excel Services Module 6 SQL Server Reporting Services Concepts Module 7 Working with SQL Server Reporting Services Module 8 PerformancePoint Concepts Module 9 Intro to PerformancePoint Dashboard Designer Module 10 Working with PerformancePoint Charts Topic – PerformancePoint Charts Exercises Module 11 Compose PerformancePoint Reports Module 12 Create PerformancePoint Dashboards

97 Working with PerformancePoint Designer ChartsTopic – PerformancePoint Chart Exercises

98 PerformancePoint Chart ExercisesRefer to Training Workbook for detailed steps Refer to Step by Step Brief Format document for instructions without the details Refer to the Quick Reference document for abbreviated instructions

99 Module 11 Module 1 Introduction to the TrainingModule 2 Office Data Connection Concepts Module 3 Working with Office Data Connections Module 4 Excel Services Concepts Module 5 Working with Excel Services Module 6 SQL Server Reporting Services Concepts Module 7 Working with SQL Server Reporting Services Module 8 PerformancePoint Concepts Module 9 Intro to PerformancePoint Dashboard Designer Module 10 Working with PerformancePoint Charts Module 11 Compose PerformancePoint Reports Topic – Compose PerformancePoint Reports Exercises Module 12 Create PerformancePoint Dashboards

100 Compose PerformancePoint ReportsTopic – Compose PerformancePoint Reports Exercises

101 Compose PerformancePoint Reports ExercisesRefer to Training Workbook for detailed steps Refer to Step by Step Brief Format document for instructions without the details Refer to the Quick Reference document for abbreviated instructions

102 Module 12 Module 1 Introduction to the TrainingModule 2 Office Data Connection Concepts Module 3 Working with Office Data Connections Module 4 Excel Services Concepts Module 5 Working with Excel Services Module 6 SQL Server Reporting Services Concepts Module 7 Working with SQL Server Reporting Services Module 8 PerformancePoint Concepts Module 9 Intro to PerformancePoint Dashboard Designer Module 10 Working with PerformancePoint Charts Module 11 Compose PerformancePoint Reports Module 12 Create PerformancePoint Dashboards Topic – Create PerformancePoint Dashboards Exercises

103 Create PerformancePoint DashboardsTopic – Create PerformancePoint Dashboards Exercises

104 Create PerformancePoint Dashboards ExercisesRefer to Training Workbook for detailed steps Refer to Step by Step Brief Format document for instructions without the details Refer to the Quick Reference document for abbreviated instructions

105 Questions & Answers Exercises End

106 Project Management OfficeReference Books Project Managers Step by Step – Microsoft Office Project 2010 By Carl Chatfield & Timothy Johnson Dynamic Scheduling By Eric Uyttewaal Project Management Office Lean Project Management – Eight Principals For Success By Lawrence P Leach Critical Chain Management Enterprise Architecture & Strategy By Jeanne W Ross, Peter Weill & David C Robertson 100 Questions to Ask your Software Organization By Mark I Himelstein

107 MGB 2005 12/9/ :24 PM ©2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.