The document discusses dashboards and PerformancePoint Server. It provides an overview of dashboards and their features like scorecards, KPIs and reports. It describes the past, present and future of PerformancePoint Server and how its monitoring and analytics roles will be incorporated into Microsoft SharePoint over time. It also discusses extending dashboards using custom report types and metadata.

2. Raj Chaudhuri
Session Code:

3. Agenda
Overview of Dashboards
PerformancePoint Server : Past, Present and…
Overview of PPS Dashboard features
Scorecards
KPIS and Indicators
Reports
Filtering
Extending PPS Dashboards using:
Web Page Reports
Custom Report Types
Cell Context-based Interaction
PPS Metadata

4. Dashboards Overview
Dashboards
Provide important, related information in one
glance
Can show summarized or detailed data
Can be targeted to specific audiences
Allow interaction – drill down, get details
These days, mainly show scorecards
Which are composed using KPIs

5. “Microsoft” Dashboards
KPIs can be built using
Microsoft SQL Server Analysis Services
Microsoft Office SharePoint Server (KPI Lists)
Microsoft ProClarity
Good old Microsoft Excel
Dashboards can be shown using
Microsoft SQL Server Reporting Services
Microsoft ProClarity and ProClarity Advanced
Server
Microsoft Office SharePoint Server (Especially Excel
Services)

6. PerformancePoint Server
Logical successor to another product called
Business Scorecard Manager
Plays three roles: Planning, Monitoring and
Analysis
Monitoring and Analysis involve calculating
KPIs, combining them to build scorecards, and
using scorecards and reports to build
dashboards
Combines all the other technologies discussed

7. Umm, except…

8. PerformancePoint Server Roadmap
SharePoint “14”
Monitoring PerformancePoint
Services
Monitoring
Analytics Analytics
PPS
Planning Supported 10 yrs
Service Pack 3
Today Mid CY09 H1 CY10
Performance Management becomes a workload in SharePoint

9. Product Licensing Roadmap
(to get the latest functionality)
Today Summer 2009 Wave 14
(Effective April 1st, 2009)
Monitoring no change
SharePoint “14”
PPS 2007 Standard +
As an entitlement of Enterprise CAL
Analytics no change
MOSS 2007 Enterprise
CAL Software Assurance
SP3 for PPS 2007
Planning Available for all owners maintenance
of PPS 2007

10. Still…
Monitoring and Analytics will continue in
SharePoint v.next
Any development done now will continue to
work
MOSS customers with Software Assurance have
access to PPS today.
So…

11. Building a basic dashboard

12. Adding some interactivity

13. What next?
Custom report types are not very simple to
build
We have to create a design surface as well as a
result
If we only want to display results, there is an
easy way
The Web Page Report

14. The Web Page Report
Is just a web page
Which can render anything
Dashboard context can be passed to the web
page:
Via regular HTTP parameters

15. Coding Web Page reports with parameters

16. Custom Report Types
Custom report types need a little more patience
They require both :
server-side deployment (for rendering), and
Client-side deployment (for designing)
Final deployment requires the code to be signed

17. Creating Custom Report Types

18. Metadata
PerformancePoint Server Monitoring maintains
metadata about every object
“What are the banding thresholds for a KPI?”
“What annotations have been added to a
scorecard?”
This data is maintained in a column called
SerializedXml in the PPS Monitoring database
It could be used in custom reports through:
The PPSMonitoring Web Service
Directly querying the database

19. The MAUDF project
Monitor Analyze User Defined Functions
Provides
T-SQL access to M&A element metadata
Using
CLR Table-Valued UDFs
Available
http://www.codeplex/maudf

20. Reports with PPS M&A Metadata
Name
Title
Company

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