Microsoft Office Business Scorecard Manager 2005 : Programming Business Intelligence Features John Hooper Service Line Architect Microsoft Corporation Jed Farr Senior Consultant Microsoft Corporation

Agenda Introduction on the Microsoft’s aims for BI SharePoint 2007 Reporting and KPIs Extending SharePoint Reporting with: Excel Services Business Scorecard Manager

Microsoft Business Intelligence Goals Increase the business performance of organizations Increase the impact of information workers Reach every employee Delivered Value Add value to every decision Bring BI into collaboration and business process Increasing Office’s strategic appeal

Customers Requirements Easily communicate and track goals How is my sales pipeline? How are inventory levels? Make BI available to information workers Everyone needs to make better decisions Everyone needs better information In the tools they already know Reuse and enhance existing spreadsheets, reports and scorecards Bring Business Intelligence, Collaboration and Enterprise Content Mgmt together

KPIs and BI in Office and SQL Server SQL Analysis Services KPI Storage and Execution Excel Client and Excel Services KPIs in Workbooks Flexible formatting KPI Pivoting Office SharePoint Servers KPI in Lists Ad-Hoc KPIs Team Management Business Scorecard Manager KPIs in Scorecards SQL AS KPI Authoring Flexible Output SharePoint Dashboard Framework Shared Page Filtering Personal Views SQL Reporting Services KPIs in Banded Reports Scheduling Extensible Report Development

What’s new in SharePoint 2007 Report Centre Filter and filtering web parts KPI lists Business Data Catalogue

Report Center BI hub for SharePoint portal sites Make new BI features easy to discover & use Provide a template for successful BI portals A document library tuned for “reports” Excel workbooks, SSRS reports, etc. Bring BI, collaboration & ECM together Note: All BI features are available throughout portal

Filter Web parts OOB Filter value sources User entered value Authored list SharePoint list SQL Server 2005 Analysis Services Bus. Data Catalog SharePoint profile Query string Extensibility Custom providers & consumers Standard interfaces that ship in WSS OOB Display Options Type in value Pick from list Tree view Hidden OOB Filtering web parts Excel Services KPI List Business Data Catalog Item & List WSS List view FrontPage Data View

Overview of SharePoint Jed Farr

Excel On Servers Customer needs and challenges Distributing spreadsheets to users leads to many versions of the truth Excel often doesn’t ‘play’ in the BI dashboard and reporting world because there is no live thin solution for sharing spreadsheets It is difficult to truly protect the proprietary information in spreadsheets Incorporating Excel logic into applications often requires re-coding Excel was designed as a client program and is not as robust and scalable on servers

Excel 2007 Design and author Save to SharePoint Browser High quality web rending Zero-footprint Interactive: Set parameters, sort, filter, explore View and Interact Custom applications Set values, perform calculations, get updated values via web services Retrieve full workbook file Programmatic Access Open in Excel for rich exploration and analysis Open snapshots Excel 2007 Export/Snapshot into Excel Spreadsheets stored in document libraries Spreadsheet calculation and rendering External data retrieval and caching 100% calculation fidelity Office SharePoint Server 2007 Save Spreadsheets Excel Services Overview

Excel Web Services Scenarios Using server-side Excel logic in applications Author part of the business logic in Excel Protect and maintain proprietary information Automating spreadsheet updates on servers Refresh external data and parameterize Process generated spreadsheets Create, store and deliver snapshots Custom UI to server-side Excel calculation

Excel Web Services Functionality Open a spreadsheet file (Start a session with Excel Services) Set values to cells and ranges Process the session spreadsheet Refresh data from external sources Calculate spreadsheet or specific ranges Get results Values from cells and ranges Entire calculated spreadsheet – live or snapshot

Overview of Excel Services Jed Farr

What BPM Customers Want From Scorecards Business Analysts A system of recording for business definitions Empowering KPI and scorecard designer Auditing, versioning, and reversion capabilities Business Decision Makers (from C-Level on down) Access to multiple data sources for exception reporting Deep analysis in context Integrated collaboration environment IT Administrators Centrally managed, scalable BI platform Better partnership with business users in scorecard and KPI authoring What Scorecard Users Want

Office Scorecards Extensibility SourceSystems Analysis Services 2005/2000 ScorecardCubes Centralized Management Business Intelligence Platform Scorecard Application Application Metadata Office Scorecard Webpart Office Report Viewer Webpart Dashboards and Scorecards, Analysis and Collaboration (SharePoint) Scorecard Reporting (Reporting Services) Reporting Services 2005/2000 Excel, TIFF, XML, PDF Definition Authoring Scorecard Builder Report View Webpart Custom Webparts DPEExtensibility Web Services Report View Plug-in MSMQ Client DLL SSAS KPIs

Scorecard view web part and ICellConsumer Scorecard WebPart Report View WebPart ICellConsumer ICellProvider

Web Service APIs Create, Update, and Delete methods for primary elements: Scorecards KPIs Data Sources Indicators Alerts Annotations View Generation APIs Annotation configuration Alerts configuration

ISV Example: Strategy Companion

Overview of Scorecard Manager Jed Farr

Business Scorecard Manager Office SharePoint Server 2007 KPI Lists, BDC Excel Services Spreadsheets Business Scorecard Manager and SharePoint 2007

Resources Visit the Excel 2007 blog –

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