BI AND REPORTING USING PROJECT SERVER AND SHAREPOINT Marc Soester Managing Director IPMO Pty Ltd SESSION CODE: OFS311 (c) 2011 Microsoft. All rights reserved.

Agenda Agenda Subtitle ► Dashboard – Why and How ► Information Flow – Data Source ► Tools – Excel Services – Reporting Services – Performance Point Services ► Puzzle it together ► Summary ► Questions (c) 2011 Microsoft. All rights reserved.

Why Dashboards? (c) 2011 Microsoft. All rights reserved.

Dashboard how? (c) 2011 Microsoft. All rights reserved. Develop Dashboard Layout Information Purpose + Audience Report Type Supporting Information Acknowledge Need Define Requirements Define Specifications Design Solution TestTrainSupportRefine

Project and Portfolio Management for SharePoint

Project Server 2010 BI Data Source Relational - Project Server reporting DB Data Source Relational - Project Server reporting DB Analytical - Departmental OLAP Cubes Analytical - Departmental OLAP Cubes Tools to use Usage Excel ServicesStandard Reports and Analysis PerformancePoint ServicesDashboard, Key Performance Indicator (KPI) Visio Services (and others...)Process Visualization SQL Reporting ServicesPrintable Standard Reports Online ViewsQuick Online Views

Database Architecture User Interface Project Server Data flow Reporting and Analysis Reporting Data Source Process ArchiveArchive DraftDraft PublishPublish SharePointSharePoint Transaction PWAPWA Project Professional SharePoint ® OtherOther

SQL Reporting Database - Project Schedule Data - Global Resource Data - Timesheet Data - Some SharePoint Risks, Issues - Demand Management Data - Project Schedule Data - Global Resource Data - Timesheet Data - Some SharePoint Risks, Issues - Demand Management Data Project Server 2010 Predominant usage is Standard Reports -Printable Reports (Status Report) -Real Time Reporting

Analytic Data Database (OLAP) Project 2010 OLAP Analysis DatabasesMany Cubes within the Analysis Database 14 Predominant usage is Analysis and Ad-Hoc Reports -Not Real-time, updated based on process -Pivot Table functionality -Analysis on numbers, not text Based on Departments

The Reporting Tools Microsoft Confidential 11 Project Server 2010 and SharePoint Server Business Intelligence (BI) and Reporting Online Views Excel Services Performance Point Visio Services Reporting Services Power Pivot

Project Server Business Intelligence ► Out of the Box Business Intelligence ► Predefined Data Connections ( ODC ) – Relational and – OLAP ► Predefined Templates – Excel Services Reports ► Predefined Sample Templates (c) 2011 Microsoft. All rights reserved.

Demo Business Intelligence

Build a Dashboard - Demo ► Utilising Project Server’s Data source we: – Develop Excel Services Report – Develop Reporting Services Report – Develop Performance Point Services Report – Develop Global filters ► Puzzle it together – Create a Dashboard ► Publish to Audience – Project Server Business Intelligence Centre (c) 2011 Microsoft. All rights reserved. We build a Dashboard from scratch

Excel Services ► Out-of-the-Box Project Server 2010 Business Intelligence – Excel is the most widely used reporting tool – Interactive and data-driven reports – Pre-defined reports for dashboards – Pre-connected templates for quick report creation – Automatic template creation – Business Intelligence Center Integrated Excel-Based Reporting

How Does It Work? Project Web Access -> Business Intelligence Center Excel Services Excel Services Office Data Connection Excel Workbook Database Server Secure Store Application Profiles Relational Analytical

Demo Excel Services

Reporting Services ► Microsoft ® SQL Server ® 2008 Reporting Services – Create your printable report in pdf, xlsx, docx… – Reports accessible through browser – Reporting power to the user – Report Builder 2 or 3 – Subscribe to your report Print your reports Reporting Services 2008 R2 will give you additional charting controls

Reporting Services ► Audience for Report Generation: – Report Developers / Business Users ► Client Tools: – Microsoft ® Visual Studio ® 2008 and Visual Studio ® 2010, Report Builder 3.0 ► Web Tools: – Report Viewer ► General Purpose – Printable Reports Print your reports

Why Report Builder ? ► Power users do not require Visual Studio ► More intuitive to use ► Almost the same functionality as Visual Studio ► Easy installation to desktops Microsoft Confidential 20

Demo Reporting Services

PerformancePoint Services ► SharePoint Insight: – Interactive and data- driven dashboards – Create Scorecards from multiple data sources – Strong visualization of consolidated data – Root cause identification with drilldown option – Brings all technologies together Create your dashboard

PerformancePoint ► Audience for Report Generation: – Business Users / Report Developers ► Client Tools: – Dashboard Designer and Web Parts ► Web Tools: – Dashboard ► General Purpose – Dashboard, Key Performance Indicators, Scorecard, Visual Indicators Create your dashboard

Dashboard Designer ► Desktop tool with rich UI ► Based on PerformancePoint ► Creates Data connections ► Creates Data content ► Brings different reporting technology together Microsoft Confidential 24

Demo PerformancePoint Services

X` Puzzle it together (c) 2011 Microsoft. All rights reserved.

Demo Puzzle it together

Summary Microsoft Confidential 28 Understand your Data Source Chose the right tool for the right job Involve the end user in the report development Project Server 2010: great data source ! SharePoint Server 2010: great reporting and Dashboard tools !

Questions? (c) 2011 Microsoft. All rights reserved.

CONTENT SLIDE 3rd Annual Community SharePoint Conference Business and Technical Tracks, all levels Superb Internationally Renowned SharePoint Experts Discount for Tech.Ed attendees - $ (full price $795.00) Register: Enter Discount Code TECHED

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Sessions On-Demand & Community technet.microsoft.com/en-au Resources for IT Professionals Resources for Developers Microsoft Certification & Training Resources Resources (c) 2011 Microsoft. All rights reserved.

© 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. (c) 2011 Microsoft. All rights reserved.