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Introduction & Basic Training to
             MS PowerPivot & PerformancePoint 2010




Copyright 2010 VeriPoint, LLC
Agenda

                                        PowerPivot & Performance Point
                                             Introduction and Training

                               High Level Comparison
                               Product Highlights:
                                 PowerPivot Excel Add In
                                 PowerPivot SharePoint Add In
                                 PerformancePoint Services 2010 (PPS)

                               Demo/Basic Training:
                                 PowerPivot Excel Add In
                                 PerformancePoint Services 2010 (PPS)


Copyright 2010 VeriPoint LLC                                             Page 2
PowerPivot & PPS At-a-Glance
                                                 PowerPivot                               PerformancePoint
                                SQL/OLTP, view all imported data             Analysis Services
            Data                 XML feeds, tabular, Reporting Service        SQL, Tabular, PowerPivot
                                                                               XML Feeds, cannot view detailed data
                                UI: Relationships, calculated
        Data                    columns/measures with auto-fill, automated     MDX
     Manipulation               PivotTable conversion to DAX                   No UI manipulations
                                 Language(s): DAX, MDX, T-SQL
                                Scheduled (SP)                               Live connection / upon browser
     Data Refresh
                                 Manual (Excel)                              request/refresh
                                PowerPivot tables & charts                   KPI’s, Charts, Data Grids, Scorecards,
                                 All other features available in Excel       Extendable Dashboards, Strategy Maps,
     Visualization
                                 Scorecard, Strategy Maps, Extendable        External Reports, Web pages
                                Pivot Table/Chart areas, web pages             What-if Analysis, some visualization types
                                                                              available only to Analysis Services
                                PivotTable & Charts Slicers                  Drill up/down, Top/Bottom N & value
         Slicing &               All other filter, find, and sort features   filters, Decomposition Tree, Independent
          Dicing                available in Excel                            reusable filters
                                 ‘Native’ Multidimensional drilling           Multidimensional drilling for non-OLAP
                                Performs at its Best / Pros  Supports  Does Not Support / Cons


Copyright 2010 VeriPoint LLC                                                                                                 Page 3
Base Software/Upgrade Requirements

                                                                                                Performance
                                                      PowerPivot            PowerPivot
                                                                                              Point/Dashboard
                                                      Excel Add In       SharePoint Add In
                          Install Requirement                                                   Designer (SP)

                         Windows Server 2008                                                        
                          .NET Framework 3.5                                                        
                               SQL Server 2008                                              SP2010 Requires / PPS
                                                                                              can use SQL 2005 data

                               VisualStudio 2008                               
                                  Excel 2010                                                        
                               SharePoint 2010                                                       
                                 Silverlight 3                                                       
                                                    Mandatory  Required for some features


Copyright 2010 VeriPoint LLC                                                                                          Page 4
PowerPivot Excel Add-In




Copyright 2010 VeriPoint LLC                             Page 5
PowerPivot Excel Highlights
                               Import large datasets from a variety of sources, from SQL
                               databases to XML data feeds
                                               Easy to use wizards
                                               Existing relationships are respected
                                               Easily build or detect relationships to other
                                                tables (tabs)
                                               Data refresh available




Copyright 2010 VeriPoint LLC                                                                    Page 6
PowerPivot Excel Highlights
                               All data visualizations and interactions are via Excel
                                 PowerPivot PivotTables & Charts
                                 Easy to use wizard with drag & drop controls
                                                                           Vertical and
                                                                            Horizontal Slicers
                                                                            (interactive filters)
                                                                           Add new measures
                                                                           Auto detects
                                                                            relationships and
                                                                            creates them for you




Copyright 2010 VeriPoint LLC                                                                        Page 7
PowerPivot Excel Highlights
                               Data Analysis Expression (DAX) very similar to Excel formula
                               expressions
                                 Column name orientation instead of cell/row:
                                  =[revenue]-[cost]
                                 Familiar nested IF statements:
                                  =IF([Calls]<200,"low",IF([Calls]<300,"medium","high"))
                                                                  Select formula reference
                                                                   elements either by typing,
                                                                   navigating and selecting with
                                                                   the mouse, or pick list
                                                                  Convert any PivotTable to
                                                                   DAX formulas




Copyright 2010 VeriPoint LLC                                                                       Page 8
PowerPivot SharePoint Highlights
                               PowerPivot managed via SharePoint Central Administration,
                               PowerPivot Management Dashboard and PowerPivot System
                               Service
                                 Monitor and manage the PowerPivot for SharePoint
                                  environment
                                 Back-end management of PowerPivot application database,
                                  load balancing, usage data collection, automatic data refresh,
                                  auto discovery and usage of new farm server resources
                                 Scheduled data refreshes
                               Rich interactive presentation layer
                               Multidirectional data sharing
                                 Web service for external applications to access (Reporting
                                  Services) / Launch Report Builder from SP2010 & access it’s
                                  data
                                 From SharePoint export data/documents to PowerPivot

Copyright 2010 VeriPoint LLC                                                                       Page 9
PerformancePoint Services (PPS)




Copyright 2010 VeriPoint LLC                                     Page 10
PPS & SharePoint 2010
                               Service within SharePoint 2010
                                 Leverages SP2010’s security
                                 100% synchronized content integration between the BI Center
                                  and Dashboard Designer
                                 Dashboard, dashboard components, and reports are available
                                  for immediate use in SP2010 via web parts




Copyright 2010 VeriPoint LLC                                                                    Page 11
PPS: Dashboard Designer
                               Front end for Analysis Services maximizing its cubed data and
                               hierarchies. Many new/improved features such as:
                                                               Decomposition Tree
                                                               Time Intelligence
                                                               Independent filters
                                                               Multiple KPI’s per scorecard, KPI
                                                                Detail Reports
                                                               Scorecard and chart drilling, &
                                                                hierarchy expansion
                                                               Top/Bottom N filters,
                                                               User defined filters
                                                                 Retired features: Trend Charts, PivotTable
                                                                  reports, PivotChart reports, ODBC data
                                                                  sources, Analysis Services 2000, and 32-bit
                                                                  server architecture




Copyright 2010 VeriPoint LLC                                                                                    Page 12
PPS: Dashboard Designer
                               Launch Dashboard Designer from the Business Intelligence
                               Center Site




                               Access a variety of data sources and external content:




Copyright 2010 VeriPoint LLC                                                              Page 13
PPS: Dashboard Designer
                               Make available to SP2010 a variety of content in web parts:




                               Or construct dashboards (using dashboard components &
                               reports) and easily publish to SP2010:




Copyright 2010 VeriPoint LLC                                                                 Page 14
PowerPivot Training/Demo
                               Add 2 data sources
                               Create a relationship link between the data sources
                               Add calculated column using DAX
                               Create a PivotTable & Pivot Chart
                                 Detect Relationship
                                 Item selection
                                 Slicers
                                 Format
                               Add a new Measure using DAX
                               Convert PivotTable to DAX




Copyright 2010 VeriPoint LLC                                                         Page 15
PPS Training/Demo
                               Add a data source (with Time Intelligence in mind)
                               Create a Time filter
                               Create a Chart
                               Create 2 KPI’s
                               Create a Scorecard from KPI’s
                               Create a KPI Details Report
                               Create a Dashboard incorporating the above elements
                               Deploy to SharePoint
                               Show Drilling & Expansion, Top/Bottom N Drilling, Value
                               Filter, & Decomposition Tree



Copyright 2010 VeriPoint LLC                                                             Page 16
Conclusion
                               Q&A




                                     Thank You!




Copyright 2010 VeriPoint LLC                      Page 17

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MS PowerPivot & PerformancePoint 2010 Introduction

  • 1. Introduction & Basic Training to MS PowerPivot & PerformancePoint 2010 Copyright 2010 VeriPoint, LLC
  • 2. Agenda PowerPivot & Performance Point Introduction and Training High Level Comparison Product Highlights:  PowerPivot Excel Add In  PowerPivot SharePoint Add In  PerformancePoint Services 2010 (PPS) Demo/Basic Training:  PowerPivot Excel Add In  PerformancePoint Services 2010 (PPS) Copyright 2010 VeriPoint LLC Page 2
  • 3. PowerPivot & PPS At-a-Glance PowerPivot PerformancePoint SQL/OLTP, view all imported data Analysis Services Data  XML feeds, tabular, Reporting Service  SQL, Tabular, PowerPivot  XML Feeds, cannot view detailed data UI: Relationships, calculated Data columns/measures with auto-fill, automated  MDX Manipulation PivotTable conversion to DAX  No UI manipulations  Language(s): DAX, MDX, T-SQL Scheduled (SP) Live connection / upon browser Data Refresh  Manual (Excel) request/refresh PowerPivot tables & charts KPI’s, Charts, Data Grids, Scorecards,  All other features available in Excel Extendable Dashboards, Strategy Maps, Visualization  Scorecard, Strategy Maps, Extendable External Reports, Web pages Pivot Table/Chart areas, web pages  What-if Analysis, some visualization types available only to Analysis Services PivotTable & Charts Slicers Drill up/down, Top/Bottom N & value Slicing &  All other filter, find, and sort features filters, Decomposition Tree, Independent Dicing available in Excel reusable filters  ‘Native’ Multidimensional drilling  Multidimensional drilling for non-OLAP  Performs at its Best / Pros  Supports  Does Not Support / Cons Copyright 2010 VeriPoint LLC Page 3
  • 4. Base Software/Upgrade Requirements Performance PowerPivot PowerPivot Point/Dashboard Excel Add In SharePoint Add In Install Requirement Designer (SP) Windows Server 2008    .NET Framework 3.5    SQL Server 2008   SP2010 Requires / PPS can use SQL 2005 data VisualStudio 2008   Excel 2010    SharePoint 2010   Silverlight 3    Mandatory  Required for some features Copyright 2010 VeriPoint LLC Page 4
  • 5. PowerPivot Excel Add-In Copyright 2010 VeriPoint LLC Page 5
  • 6. PowerPivot Excel Highlights Import large datasets from a variety of sources, from SQL databases to XML data feeds  Easy to use wizards  Existing relationships are respected  Easily build or detect relationships to other tables (tabs)  Data refresh available Copyright 2010 VeriPoint LLC Page 6
  • 7. PowerPivot Excel Highlights All data visualizations and interactions are via Excel  PowerPivot PivotTables & Charts  Easy to use wizard with drag & drop controls  Vertical and Horizontal Slicers (interactive filters)  Add new measures  Auto detects relationships and creates them for you Copyright 2010 VeriPoint LLC Page 7
  • 8. PowerPivot Excel Highlights Data Analysis Expression (DAX) very similar to Excel formula expressions  Column name orientation instead of cell/row: =[revenue]-[cost]  Familiar nested IF statements: =IF([Calls]<200,"low",IF([Calls]<300,"medium","high"))  Select formula reference elements either by typing, navigating and selecting with the mouse, or pick list  Convert any PivotTable to DAX formulas Copyright 2010 VeriPoint LLC Page 8
  • 9. PowerPivot SharePoint Highlights PowerPivot managed via SharePoint Central Administration, PowerPivot Management Dashboard and PowerPivot System Service  Monitor and manage the PowerPivot for SharePoint environment  Back-end management of PowerPivot application database, load balancing, usage data collection, automatic data refresh, auto discovery and usage of new farm server resources  Scheduled data refreshes Rich interactive presentation layer Multidirectional data sharing  Web service for external applications to access (Reporting Services) / Launch Report Builder from SP2010 & access it’s data  From SharePoint export data/documents to PowerPivot Copyright 2010 VeriPoint LLC Page 9
  • 10. PerformancePoint Services (PPS) Copyright 2010 VeriPoint LLC Page 10
  • 11. PPS & SharePoint 2010 Service within SharePoint 2010  Leverages SP2010’s security  100% synchronized content integration between the BI Center and Dashboard Designer  Dashboard, dashboard components, and reports are available for immediate use in SP2010 via web parts Copyright 2010 VeriPoint LLC Page 11
  • 12. PPS: Dashboard Designer Front end for Analysis Services maximizing its cubed data and hierarchies. Many new/improved features such as:  Decomposition Tree  Time Intelligence  Independent filters  Multiple KPI’s per scorecard, KPI Detail Reports  Scorecard and chart drilling, & hierarchy expansion  Top/Bottom N filters,  User defined filters  Retired features: Trend Charts, PivotTable reports, PivotChart reports, ODBC data sources, Analysis Services 2000, and 32-bit server architecture Copyright 2010 VeriPoint LLC Page 12
  • 13. PPS: Dashboard Designer Launch Dashboard Designer from the Business Intelligence Center Site Access a variety of data sources and external content: Copyright 2010 VeriPoint LLC Page 13
  • 14. PPS: Dashboard Designer Make available to SP2010 a variety of content in web parts: Or construct dashboards (using dashboard components & reports) and easily publish to SP2010: Copyright 2010 VeriPoint LLC Page 14
  • 15. PowerPivot Training/Demo Add 2 data sources Create a relationship link between the data sources Add calculated column using DAX Create a PivotTable & Pivot Chart  Detect Relationship  Item selection  Slicers  Format Add a new Measure using DAX Convert PivotTable to DAX Copyright 2010 VeriPoint LLC Page 15
  • 16. PPS Training/Demo Add a data source (with Time Intelligence in mind) Create a Time filter Create a Chart Create 2 KPI’s Create a Scorecard from KPI’s Create a KPI Details Report Create a Dashboard incorporating the above elements Deploy to SharePoint Show Drilling & Expansion, Top/Bottom N Drilling, Value Filter, & Decomposition Tree Copyright 2010 VeriPoint LLC Page 16
  • 17. Conclusion Q&A Thank You! Copyright 2010 VeriPoint LLC Page 17