My reporting project slide-deck of SharePoint published reports.

1. SSRS-PPS-Excel Services ProjectSQL Server 2008 SetFocus Business Intelligence Master’s Program Jeff Jacob, MBA P: (312) 772-6142 E1: Jeffrey.K.Jacob@gmail.com E2: Jeffrey.Jacob@SetFocus.com

3. Create user-configurable Scorecards, Report Tables and Charts using PerformancePoint Server Dashboard Designer

4. Create user-configurable Report Charts employing SSRS

5. Create user-configurable Report Pivot Tables and Charts in MS Excel 2007 and incorporate these into PerformancePoint Server Dashboards

9. 5 Using the Scorecards for reporting in a dashboard Lastly, the Dashboard Page, Scorecards, is set up to display the two foregoing scorecards, the first of which is to be configurable by Date Quarters It will consist of three zones (the filter, the first scorecard, the second scorecard) The Overhead Quarter Filter is set up employing the AllWorks_Overhead perspective’s Named Set: [OverheadQuarters] This filter is then linked only to the ScoreCards scorecard for end-user run-time configuration

10. 6 Using the Scorecards for reporting in a dashboard The SharePoint deployed ScoreCards dashboard:

11. 7 Creating a Reporting (Analytic) Column Chart Material purchase costs by date quarters A new PerformancePoint Report, Material Purchases is added and defined using a custom MDX query: * On Columns statement = bottom (x-) axis of chart * On Rows statement = vertical (y-) axis of chart (material types as measured by cost) * WHERE statement filters members; here, user-configurable Client Name parameter is added In the dashboard page, Materials, a Client Name filter is set up, using the [Client Plus All] named set and linked to this report/Client Parameter; per specification, it is designed to be used for one attribute hierarchy member at a time (All or individual members)

12. 8 Using the PPS Materials report in a dashboard The SharePoint deployed Materials dashboard page:

13. 9 Creating a Reporting (Analytic) Line Chart Overhead costs by date quarters A new PerformancePoint Report, Overhead Cost is added and defined using a custom MDX query: * On Columns statement = bottom (x-) axis of chart * On Rows statement = vertical (y-) axis (user-configurable Overhead types in terms of the cost measure * WHERE statement here, sets the context - the cost measure In the dashboard page, Materials, a Client Name filter is set up, using the [All Overhead Types] named set and linked to this report/OHTypeFilter Parameter; per specification, it is designed to be used for one or several attribute hierarchy members (only individual members)

14. 10 Using the PPS Overhead report in a dashboard The SharePoint deployed Overhead dashboard page:

15. 11 Creating Reporting (Analytic) Grids/Tables Labor costs by project, configurable by date quarters Labor costs by worker, configurable by date quarters A new PerformancePoint Report, Top 10 Labor Jobs is added and defined using the report designer and then customized: * On Columns statement = column(s) of grid/table – here, Labor Cost * On Rows statement = row(s) of grid/table – here, Top 10 projects according to the measure, Labor Cost * WHERE statement filters the user-configurable date quarters A new PerformancePoint Report, Top 5 Workers is added and defined using the report designer and then customized: * On Columns statement = column(s) of grid/table – here, Labor Cost * On Rows statement = row(s) of grid/table – here, Top 5 workers according to the measure, Labor Cost * WHERE statement filters the user-configurable date quarters

16. 12 Using the PPS Labor report in a dashboard In the dashboard page, Labor, a Quarter filter is set up, using the [Labor Quarters] named set and linked to these reports/Quarter Filter Parameter; per specification, it is designed to be used for one attribute hierarchy member at a time (excluding the ‘All’ member)

17. 13 Using the PPS Labor reports in a dashboard The SharePoint deployed Labor dashboard page:

18. 14 Creating a Reporting (Analytic) Column-Line Chart Employee labor costs and percent of total by employee (name) A new PerformancePoint Report, Pct of Quarterly Labor Dollars is added and defined using a custom MDX query: * A calculated member [Total AllEmps Labor] is defined to provide the total labor cost for all projects in context (a filtered set) for all employees who worked on them * A calculated member [Total Labor] is defined to rename the Labor Cost measure according to desired specifications * A calculated member [% Total] is defined to provide the percentage of total labor cost that an employee incurred (projects the employee worked) * On Columns statement = bottom (x-) axis of chart, here – date quarters * On Rows statement = vertical (y-) axis of chart, here – the selected employee’s labor cost as measured in labor cost dollars * WHERE statement filters members; here, a user-configurable Employee parameter is added

19. 15 Creating a Reporting (Analytic) Grid Employee labor analysis by project, configured by employee A new PerformancePoint Report, % of Labor Dollars by Project is added and defined using a custom MDX query: * A calculated member [Labor All Employees] is defined to provide the total labor cost for all employees in contextof the project * A calculated member [Tot Labor] is defined to rename the Labor Cost measure according to desired specifications * A calculated member [% Total] is defined to provide the percentage of total labor cost that an employee incurred (projects the employee worked) * On Columns statement = grid/table column headers, here – the employee labor analysis measures (based on the foregoing calculated members) * On Rows statement = grid/table row headers, here – the filtered set of projects - those, on which the selected employee worked * WHERE statement filters members; here, a user-configurable Employee parameter is added

20. 16 Using the PPS Employee Analysis report in a dashboard In the dashboard page, Employee Labor Analysis, an Employee filter is set up, using a custom MDX tuple set and linked to these reports/Employee Filter Parameter; per specification, it is designed to be used for one attribute hierarchy member at a time (excluding the ‘All’ member)

21. 17 Using the PPS Employee Labor Analysis reports in a dashboard The SharePoint deployed Employee Labor Analysis dashboard page:

22. 18 Developing a Reporting Services (Analytic) Grid/Table Overhead costs, broken out by type, with respect to configurable quarter, the previous quarter and the percent change Report Name: Overhead Category Data Source: AllWorksOLAP cube (Overhead perspective) Tablix Object: Table Column Headers: Description (Overhead Types), Prev Qtr, Current Qtr, Pct Change One user-configurable parameter: Date Quarter The primary report data set: Modification of report code to permit customization of MDX code for Report Data data sets: Using custom MDX to default the Date Quarter parameter to the last one with activity:

23. 19 Designing and deploying the SSRS Overhead Category report The SSRS design for Overhead Category report: The SharePoint deployed Overhead Category report:

24. 20 Subscribing to the SSRS Overhead Category report The MOSS 2007 subscription to the SSRS-designed Overhead Category report: * Credentials for the data source to this report were added to make the subscription possible

25. 21 Developing a second Reporting Services (Analytic) Grid/Table Project labor cost and hours, detailed by weekend and project, configurable by: employee name, “from” weekend date and “to” weekend date Report Name: Employee Jobs in Date Range Data Source: AllWorksOLAP cube (Labor perspective) Tablix Object: Table Column Headers: ID, Full Name, Week End Date, Project Name, Hours Worked, Labor Cost Three user-configurable parameters: Full Name, From Weekend Date, To Weekend Date (cascading parameters; Name selection determines available weekend dates The primary report data set design: Using custom MDX to restrain available weekend dates according to the selected employee:

26. 22 Designing and deploying the second SSRS Employee Jobs in Date Range report The SSRS design for the Employee Jobs in Date Range report: The SharePoint deployed Employee Jobs in Date Range report:

27. 23 Creating a PivotTable for Excel Services Overhead cost by Type and Quarters (configured for a desired year) Connected to the AllWorksOLAP Overhead perspective, the following measures and dimensions were chosen; quarters displayed, year configurable – to create the below Pivot Table To avoid duplicate display, the top two rows of the above spreadsheet were hidden; cell B1 was named and surfaced as a parameter in Excel Services Options; this pivot table as a single workbook item object was selected for SharePoint site publishing

28. 24 Adding the Pivot Table from Excel Services to a dashboard The .ODC file, the connection string back to the Overhead perspective of the AllWorksOLAP cube, was also deployed to the SharePoint collection site – data sources library; custom MDX used to define the Year filter (one Year member at a time) * For each Excel-based report, the Excel-designed product was first uploaded to the SharePoint collection site, then downloaded into PPS where it became a useable report object to be integrated into the respective dashboard (shown above) page

29. 25 Using the Basic Overhead By Quarter/Year pivot table report in a dashboard The SharePoint deployed Basic Overhead By Dates dashboard page:

30. 26 Creating a Pivot Chart for Excel Services Labor cost by Quarters, broken out by Employee Type Connected to the AllWorksOLAP Labor perspective, the following measures and dimensions were chosen; quarters displayed, year and client name configurable – to create the below pivot chart To avoid duplicate display, the top two rows of the above spreadsheet were covered over by the pivot chart; cells B1 and C1 were named and surfaced as parameters in Excel Services Options; this pivot chart as a single workbook item object was selected for SharePoint site publishing

31. 27 Adding the Pivot Chart from Excel Services to a dashboard The .ODC file, the connection string back to the Labor perspective of the AllWorksOLAP cube, was also deployed to the SharePoint collection site – data sources library; custom MDX used to define the Year and Client Name filters (for each, multiple selections enabled)

32. 28 Using the Quarterly Labor Breakdown pivot chart report in a dashboard The SharePoint deployed Labor History Chart dashboard page:

33. 29 Creating a Pivot Chart for Excel Services Profit Dollars and Percent by Quarters (configured for one or several counties) Connected to the AllWorksOLAP Summary perspective, the following measures and dimensions were chosen; quarters (from DimProject role-playing dimension) displayed, county name configurable – to create the below pivot chart To avoid duplicate display, the top row of the above spreadsheet was covered over by the pivot chart; cell B1 was named and surfaced as a parameter in Excel Services Options; this pivot chart as a single workbook item object was selected for SharePoint site publishing

34. 30 Adding the Pivot Table from Excel Services to a dashboard The .ODC file, the connection string back to the Summary perspective of the AllWorksOLAP cube, was also deployed to the SharePoint collection site – data sources library; custom MDX used to define the County Name filter (multiple selections enabled)

35. 31 Using the Quarterly Job Profit By County pivot chart report in a dashboard The SharePoint deployed Job Profitability Chart dashboard page: