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Tech Night: PPS 2007 - Monitoring & Analytics

                    5:00 – 5:30 Refreshments and Socializing
Dan English
                    5:30 – 6:30 Presentation
Senior Consultant
                    6:30 – 7:00 Questions and Answers
dane@magenic.com
Agenda
•   What is PerformancePoint Server (PPS)
•   Performance Management Cycle
•   Magic Quadrant
•   Microsoft BI Tool Offerings
•   Demo – Jewel Destiny
    •   Overview
    •   DB Diagram
    •   Live Demo
• Resources
• Questions & Answers
What is PerformancePoint Server (PPS)

      PerformancePoint Server

          Monitoring &
                                   Planning
           Analytics

       Business      ProClarity
      Scorecard      Analytical      Biz #
     Manager 2005   Server (PAS)
PerformancePoint Server
PerformancePoint Server
PerformancePoint Offering




           Performance Management Cycle
Magic Quadrant for BI Platforms, 2008
Microsoft strengths are the pricing
and tight integration with the Office
suite, the release of the
PerformancePoint Server product in
2007, and the SQL Server products
are very attractive for the companies
that have already implemented a
Microsoft infrastructure. Plus there is
an extremely large Microsoft
Developer community.


                                          Source: Gartner (January 2008)
                                          Gartner RAS Core Research Note G00154227
Microsoft BI Tool Offerings
                                   DELIVERY

                                SharePoint Server

                                           Analytic Scorecards
                                Excel                            Plans
        Reports   Dashboards
                                            Views
                               Workbooks

       END USER TOOLS & PERFORMANCE MANAGEMENT APPS
                  Excel                     PerformancePoint Server

                                BI PLATFORM
            SQL Server                            SQL Server
         Reporting Services                     Analysis Services

                               SQL Server DBMS

                     SQL Server Integration Services
Demo – Jewel Destiny Overview

Fictional Jewel company with      • Over 800 stores and 4,000 employees
retail stores across the United
                                  • Approximately $1.7B in annual sales
             States



                                  •Sales versus pre-defined sales goal
                                  •Percentage of sales with ‘add-on’ items such as a chain, polishing cloth, etc. (must be
     They measure each             at least 40%)
                                  •Sales made with an extended service plan as % of total sales (must be at least 50%)
salesperson/store performance     •Sales made with a payment protection plan as a % of total sales (must be at least
        by six factors             35%)
                                  •Repairs/resizing (must be at least 5% of total sales)
                                  •Credit applications (must submit one per full work day)



                                  •A web page to view the results of the six factors for a specific employee or sales
                                   hierarchy, for a specific period of time
Jewel Destiny’s management        •Standard reports such as top ten selling stores for a period of time, a line chart
                                   showing sales by product category for the last twelve months of available data
 wants a web site dashboard       •A drill-down that allows an analyst to view sales for a high-level hierarchy definition
  that provides four things        (product category total for a year) and then drill-down to subcategories or even
                                   individual items by quarter, month, or even day
                                  •The ability for ‘power users’ to add new reports as necessary
Demo – Jewel Destiny DB Diagram
Demo – Jewel Destiny




   Kevin Goff – Microsoft MVP

   The Baker’s Dozen: 13 Tips for Building Dashboards with Microsoft BI Tools
   http://www.code-magazine.com/Article.aspx?quickid=0803051
Resources
 Microsoft BI Site
 http://www.microsoft.com/bi/

 SharePoint BI Features Introduction
 http://office.microsoft.com/en-us/sharepointserver/HA100872181033.aspx

 PerformancePoint Home Site
 http://www.microsoft.com/business/performancepoint/default.aspx

 PerformancePoint Developer Portal
 http://msdn.microsoft.com/en-us/office/bb660518.aspx

 PerformancePoint Team Blog
 http://blogs.msdn.com/performancepoint/default.aspx

 Channel9 MSDN BI Screencasts
 http://channel9.msdn.com/Showforum.aspx?forumid=38&tagid=277

 SQL Server 2008 Home Site
 http://www.microsoft.com/sqlserver/2008/en/us/default.aspx

 Microsoft Virtual Labs (TechNet and MSDN)
 http://www.microsoft.com/events/vlabs/default.mspx
Questions & Answers

       ???

 My Blog – http://denglishbi.spaces.live.com

 Download files (SkyDrive) -
 http://cid-cd3e77e793df6178.skydrive.live.com/browse.aspx/Public/Tech%20Night/PPS%7C_MA%7C_20080527

 My YouTube videos - http://youtube.com/user/denglishbi

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PerformancePoint M&A Overview

  • 1. Tech Night: PPS 2007 - Monitoring & Analytics 5:00 – 5:30 Refreshments and Socializing Dan English 5:30 – 6:30 Presentation Senior Consultant 6:30 – 7:00 Questions and Answers dane@magenic.com
  • 2. Agenda • What is PerformancePoint Server (PPS) • Performance Management Cycle • Magic Quadrant • Microsoft BI Tool Offerings • Demo – Jewel Destiny • Overview • DB Diagram • Live Demo • Resources • Questions & Answers
  • 3. What is PerformancePoint Server (PPS) PerformancePoint Server Monitoring & Planning Analytics Business ProClarity Scorecard Analytical Biz # Manager 2005 Server (PAS)
  • 6. PerformancePoint Offering Performance Management Cycle
  • 7. Magic Quadrant for BI Platforms, 2008 Microsoft strengths are the pricing and tight integration with the Office suite, the release of the PerformancePoint Server product in 2007, and the SQL Server products are very attractive for the companies that have already implemented a Microsoft infrastructure. Plus there is an extremely large Microsoft Developer community. Source: Gartner (January 2008) Gartner RAS Core Research Note G00154227
  • 8. Microsoft BI Tool Offerings DELIVERY SharePoint Server Analytic Scorecards Excel Plans Reports Dashboards Views Workbooks END USER TOOLS & PERFORMANCE MANAGEMENT APPS Excel PerformancePoint Server BI PLATFORM SQL Server SQL Server Reporting Services Analysis Services SQL Server DBMS SQL Server Integration Services
  • 9. Demo – Jewel Destiny Overview Fictional Jewel company with • Over 800 stores and 4,000 employees retail stores across the United • Approximately $1.7B in annual sales States •Sales versus pre-defined sales goal •Percentage of sales with ‘add-on’ items such as a chain, polishing cloth, etc. (must be They measure each at least 40%) •Sales made with an extended service plan as % of total sales (must be at least 50%) salesperson/store performance •Sales made with a payment protection plan as a % of total sales (must be at least by six factors 35%) •Repairs/resizing (must be at least 5% of total sales) •Credit applications (must submit one per full work day) •A web page to view the results of the six factors for a specific employee or sales hierarchy, for a specific period of time Jewel Destiny’s management •Standard reports such as top ten selling stores for a period of time, a line chart showing sales by product category for the last twelve months of available data wants a web site dashboard •A drill-down that allows an analyst to view sales for a high-level hierarchy definition that provides four things (product category total for a year) and then drill-down to subcategories or even individual items by quarter, month, or even day •The ability for ‘power users’ to add new reports as necessary
  • 10. Demo – Jewel Destiny DB Diagram
  • 11. Demo – Jewel Destiny Kevin Goff – Microsoft MVP The Baker’s Dozen: 13 Tips for Building Dashboards with Microsoft BI Tools http://www.code-magazine.com/Article.aspx?quickid=0803051
  • 12. Resources Microsoft BI Site http://www.microsoft.com/bi/ SharePoint BI Features Introduction http://office.microsoft.com/en-us/sharepointserver/HA100872181033.aspx PerformancePoint Home Site http://www.microsoft.com/business/performancepoint/default.aspx PerformancePoint Developer Portal http://msdn.microsoft.com/en-us/office/bb660518.aspx PerformancePoint Team Blog http://blogs.msdn.com/performancepoint/default.aspx Channel9 MSDN BI Screencasts http://channel9.msdn.com/Showforum.aspx?forumid=38&tagid=277 SQL Server 2008 Home Site http://www.microsoft.com/sqlserver/2008/en/us/default.aspx Microsoft Virtual Labs (TechNet and MSDN) http://www.microsoft.com/events/vlabs/default.mspx
  • 13. Questions & Answers ??? My Blog – http://denglishbi.spaces.live.com Download files (SkyDrive) - http://cid-cd3e77e793df6178.skydrive.live.com/browse.aspx/Public/Tech%20Night/PPS%7C_MA%7C_20080527 My YouTube videos - http://youtube.com/user/denglishbi