Advanced Dashboard Creation Using Microsoft SharePoint Server 2010 2010 Microsoft BI Conference Required Slide SESSION CODE: BIO301 Advanced Dashboard Creation Using Microsoft SharePoint Server 2010 Leif Brenne Lead Senior Program Manager Microsoft Corporation Craig Boobar Development Manager Microsoft Corporation

2010 Microsoft BI Conference Agenda Quick overview of SharePoint and Microsoft BI Scenario – Closed Loop BI How we build it

Microsoft Business Intelligence Business Intelligence with the world’s most popular business productivity suite and most widely deployed information platform Empower Your People Improve Organizational Effectiveness Increase IT Efficiency Self-service access & insight Collaborative across your value chain Trusted, scalable & secure Familiar interface & tools you own today Alignment, accountability & ownership IT management & developer productivity

Microsoft Business Intelligence Business Intelligence with the world’s most popular business productivity suite and most widely deployed information platform Empower Your People Improve Organizational Effectiveness Increase IT Efficiency Self-service access & insight Collaborative across your value chain Trusted, scalable & secure Familiar interface & tools you own today Alignment, accountability & ownership IT management & developer productivity

Microsoft Business Intelligence Business Intelligence with the world’s most popular business productivity suite and most widely deployed information platform Empower Your People Improve Organizational Effectiveness Increase IT Efficiency Self-service access & insight Collaborative across your value chain Trusted, scalable & secure Familiar interface & tools you own today Alignment, accountability & ownership IT management & developer productivity

Closed-Loop BI – Sales Forecasting 2010 Microsoft BI Conference Closed-Loop BI – Sales Forecasting Monitoring & Exploration Visual display of status information for product team. Allow Product Leads to explore data Workflow , Update & Approval Allow Product Leads to change targets for sales quotas… …But any changes needs to approved by Product Manager

Demo – Sales Forecasting for Contoso

The solution – Quick Recap

The solution - Mixing data in your scorecard 1

The Solution - Adding Visualization to your dashboard 1 2

The Solution - Adding Interactivity and workflow 1 2 3

Focus - Mixing data in your scorecard 1 Focus - Mixing data in your scorecard PerformancePoint Scorecard Key Performance Indicators with multiple metrics to track performance Individual metric contains data from multiple data sources Adding Accountability to KPIs Link KPIs with person responsible for increased visibility

Demo – Creating the scorecard Connecting the Data Creating the KPI Creating the Scorecard and adding it to the Dashboard Demo

Focus - Adding Visualization to your dashboard 2010 Microsoft BI Conference 2 Focus - Adding Visualization to your dashboard Analytical Charts Allows exploration of data by the dashboard consumer Launch point for Decomposition Tree Strategy Maps Allows you to visualize your KPIs with connected Visio shapes

Demo – Adding Strategy Map and Charts Creating the Analytical Chart Connecting Visio Shapes to the Scorecard Demo

Focus - Adding Interactivity and workflow 3 Focus - Adding Interactivity and workflow Filter Connections Adds additional interactivity between the web parts PerformancePoint Filters provide AJAX refresh SharePoint built-in Workflow Enables approval of list items before scorecard is affected

Demo – Adding the SharePoint List to the Dashboard Adding Filters via SharePoint Thin Editing Creating the Web Page Report Using the Query Filter

2010 Microsoft BI Conference Lessons Learned Create rich interactive dashboards with built in SharePoint functionality Adding workflow to your BI solution provides enhanced collaboration around the data

2010 Microsoft BI Conference Required Slide Speakers, please list the Breakout Sessions, Interactive Sessions, Labs and Demo Stations that are related to your session. 2010 Microsoft BI Conference Related Content BIO303 – Creating Real Time Dashboards with Microsoft SharePoint Server 2010 BIO301 – Advanced Dashboard Creation using SharePoint 2010 BIO06-INT- How to apply user Driven Detailed Context to your Dashboard BIO01 – HOL Deploying KPI and Scorecards with PerformancePoint Services BIO02 – HOL Developing Reports and Scorecards with PerformancePoint Services TLC – SharePoint Insight Booth

Resources Learning Required Slide www.microsoft.com/teched Tech Ed North America 2010 11/23/2018 8:11 AM Required Slide Resources Learning Sessions On-Demand & Community Microsoft Certification & Training Resources www.microsoft.com/teched www.microsoft.com/learning Resources for IT Professionals Resources for Developers http://microsoft.com/technet http://microsoft.com/msdn © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Complete an evaluation on CommNet and enter to win! Tech Ed North America 2010 11/23/2018 8:11 AM Required Slide Complete an evaluation on CommNet and enter to win! © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Sign up for Tech·Ed 2011 and save $500 starting June 8 – June 31st http://northamerica.msteched.com/registration   You can also register at the North America 2011 kiosk located at registration Join us in Atlanta next year

11/23/2018 8:11 AM © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2010 Microsoft BI Conference Required Slide