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Advanced Reporting Concepts Philip Yuen Program Manager Microsoft Office Project.

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Presentation on theme: "Advanced Reporting Concepts Philip Yuen Program Manager Microsoft Office Project."— Presentation transcript:

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2 Advanced Reporting Concepts Philip Yuen Program Manager Microsoft Office Project

3 Session Objectives Reporting beyond Portfolio Analyzer Reporting needs and solutions Advanced Reporting Tools SQL Server Reporting Services BI Scorecard

4 Customer Reporting Needs RequirementSolution Scheduled Reports Dashboards Drilldown Analysis SQL Reporting BI Scorecards Portfolio Analyzer

5 ProjectReportingTables ProjectTransactionalTables Portfolio Analyzer Cubes Reporting Services Business Scorecards Analysis Services Reporting Platform

6 Bridge Executive and Project Manager Disconnect SQL Server Reporting Services

7 SQL Reporting Services Create traditional and interactive reports Integrated with SharePoint, Office applications, browser and other familiar tools Create single report from multiple data sources

8 SQL Report Lifecycle Authoring Create single reports from multiple data sources Management Reports on-demand or via schedule Delivery Choose from multiple formats (HTML, PDF)

9 SQL Server Catalog Report Server XML Web Service Interface Report Processing Delivery Delivery Targets (E-mail, SharePoint, Custom) Rendering Output Formats (HTML, Excel, PDF, Custom) Security Security Services (NT, Passport, Custom) Office Custom Application Browser SQL Reporting Architecture ProjectServer Project OLAP Cubes Data Processing

10 SQL Reporting Solution Create a Project Summary report Author report in Visual Studio.Net View tables and OLAP cubes as data sources Schedule and subscribe to report

11 SQL Server Reporting Philip Yuen Program Manager Microsoft Project

12 Communicate and Align with Strategic Objectives Microsoft Office BI Scorecards

13 BI Scorecard Create Dashboards in SharePoint Integrate with Project Server Measure, monitor and manage performance View key metrics for an organization Track performance against goal

14 Scorecard technology All Scorecard meta data is stored in SQL Server SQL Server and Analysis Services provide a rich analytical platform Combine data from multiple sources for your scorecards Can link to Reporting Services reports

15 Scorecards: Solution Architecture UI for entering your scorecard data UI for entering your scorecard data Web Service Web Service ScorecardBuilder Data entry interface for manually entered targets Data entry interface for manually entered targets DataEntry Scorecard Engine Understands your BSC data Builds the scorecard UI for building your strategy maps UI for building your strategy maps Visio Visio Strategy Map Builder Define KPI mappings and data sources Define KPI mappings and data sources DataSources ScorecardDB Captures information about your scorecard SQL Server SourceSystems Scorecard Cubes Scorecard cube(s) Recommended SSABI-based, customizable

16 Project Scorecard solution Define objective and KPI Connect to Extended Portfolio Analyzer cube Add webpart to Project provisioned SharePoint sites

17 BI Scorecard Philip Yuen Program Manager Microsoft Project

18 Summary Build on Project Server reporting platform Integrate with Microsoft BI tools for Advanced reporting needs

19 © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.


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