Transcript SESSION CODE: OFS311 Marc Soester Managing Director IPMO Pty Ltd BI AND REPORTING USING PROJECT SERVER AND SHAREPOINT (c) 2011 Microsoft.

SESSION CODE: OFS311
Marc Soester
Managing Director
IPMO Pty Ltd
BI AND REPORTING USING
PROJECT SERVER AND
SHAREPOINT
(c) 2011 Microsoft. All rights reserved.
Agenda
Agenda Subtitle
► Dashboard
– Why and How
► Information Flow
– Data Source
► Tools
– Excel Services
– Reporting Services
– Performance Point Services
► Puzzle it together
► Summary
► Questions
(c) 2011 Microsoft. All rights reserved.
Why Dashboards?
(c) 2011 Microsoft. All rights reserved.
Dashboard how?
Acknowledge Need
Define
Requirements
Define
Specifications
Design
Solution
Develop Dashboard
Information
Layout
Purpose +
Audience
Test
Train
Report Type
Supporting
Information
Support
(c) 2011 Microsoft. All rights reserved.
Refine
Project and Portfolio Management for SharePoint
Project Server 2010 BI
Tools to use
Usage
Excel Services
Standard Reports and Analysis
PerformancePoint Services
Dashboard, Key Performance Indicator
(KPI)
Visio Services (and others...)
Process Visualization
SQL Reporting Services
Printable Standard Reports
Online Views
Quick Online Views
Data Source
Relational
- Project Server reporting DB
Analytical
- Departmental OLAP Cubes
Project Server Data flow
User
Interface
Transaction
Reporting and Analysis
Project
Professional
SharePoint®
PWA
Other
Database
Architecture
Process
SharePoint
Draft
Archive
Publish
Reporting Data Source
SQL Reporting Database
Predominant usage is Standard Reports
- Printable Reports (Status Report)
- Real Time Reporting
Project Server 2010
- Project Schedule Data
- Global Resource Data
- Timesheet Data
- Some SharePoint
Risks, Issues
- Demand Management Data
Analytic Data Database (OLAP)
Predominant usage is Analysis and Ad-Hoc Reports
- Not Real-time, updated based on process
- Pivot Table functionality
- Analysis on numbers, not text
Project
2010
Based on Departments
OLAP Analysis Databases
Many
Cubes within the Analysis
Database
14
The Reporting Tools
Project Server 2010 and SharePoint Server
Business Intelligence (BI) and Reporting
Online Views
Excel
Services
Performance
Point
Visio
Services
Reporting
Services
Power Pivot
Microsoft
Confidential
11
Project Server Business Intelligence
► Out of the Box Business Intelligence
► Predefined Data Connections ( ODC )
– Relational and
– OLAP
► Predefined Templates
– Excel Services Reports
► Predefined Sample Templates
(c) 2011 Microsoft. All rights reserved.
Demo Business Intelligence
Build a Dashboard - Demo
We build a Dashboard from scratch
► Utilising Project Server’s Data source we:
–
–
–
–
Develop Excel Services Report
Develop Reporting Services Report
Develop Performance Point Services Report
Develop Global filters
► Puzzle it together
– Create a Dashboard
► Publish to Audience
– Project Server Business Intelligence Centre
(c) 2011 Microsoft. All rights reserved.
Excel Services
Integrated Excel-Based Reporting
► Out-of-the-Box Project Server 2010 Business
Intelligence
–
–
–
–
–
–
Excel is the most widely used reporting tool
Interactive and data-driven reports
Pre-defined reports for dashboards
Pre-connected templates for quick report creation
Automatic template creation
Business Intelligence Center
How Does It Work?
Project Web Access -> Business Intelligence Center
Excel
Workbook
Excel
Services
Secure Store
Application
Profiles
Office Data
Connection
Relational
Analytical
Database Server
Demo Excel Services
Reporting Services
Print your reports
►Microsoft® SQL Server® 2008 Reporting Services
– Create your printable report
in pdf, xlsx, docx…
– Reports accessible through browser
– Reporting power to the
user – Report Builder 2 or 3
– Subscribe to your report
Reporting Services 2008 R2 will give you
additional charting controls
Reporting Services
Print your reports
► Audience for Report Generation:
– Report Developers / Business Users
► Client Tools:
– Microsoft® Visual Studio® 2008 and Visual Studio® 2010,
Report Builder 3.0
► Web Tools:
– Report Viewer
► General Purpose
– Printable Reports
Why Report Builder ?
► Power users do not require Visual Studio
► More intuitive to use
► Almost the same functionality as Visual Studio
► Easy installation to desktops
Microsoft
Confidential
20
Demo Reporting Services
PerformancePoint Services
Create your dashboard
► SharePoint Insight:
– Interactive and datadriven dashboards
– Create Scorecards from
multiple data sources
– Strong visualization of consolidated data
– Root cause identification with drilldown option
– Brings all technologies together
PerformancePoint
Create your dashboard
► Audience for Report Generation:
– Business Users / Report Developers
► Client Tools:
– Dashboard Designer and Web Parts
► Web Tools:
– Dashboard
► General Purpose
– Dashboard, Key Performance Indicators, Scorecard, Visual
Indicators
Dashboard Designer
► Desktop tool with rich UI
► Based on PerformancePoint
► Creates Data connections
► Creates Data content
► Brings different reporting
technology together
Microsoft
Confidential
24
Demo PerformancePoint Services
Puzzle it together
X`
(c) 2011 Microsoft. All rights reserved.
Demo Puzzle it together
Summary
Project Server 2010: great data source !
Understand your Data
Source
Chose the right tool for the
right job
Involve the end user in the
report development
SharePoint Server 2010: great reporting and Dashboard tools !
Microsoft
Confidential
28
Questions?
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