2 Building and Deploying Advanced Microsoft Office PerformancePoint Server 2007 Planning Applications Rob Hawthorne Managing Director Prophesy Ltd Session Code: BIN 402

Specialist BI and Data Management Company Focused solutions within the entire Microsoft BI stack Kimball Methodology for building Data Warehouse/Business Intelligence solutions Working with Government, Finance and ISV’s in NZ Specialist consultants who are recognised in their field True work-life balance Introduction Prophesy Limited

Managing Director for Prophesy – BI & Database Been working with SQL Server since early versions 6.0 and above Focused on high availability and scalability Author of “Microsoft SQL Server 2000 Database Development from Scratch” Blatant Product Placement Introduction Rob Hawthorne & wife carrying champ in 2004 & 2005!

5 Agenda Planning as part of overall Performance Management Planning and Modeling Issues and Goals Product Demonstration How Microsoft® Office PerformancePoint™ Server 2007 helps meets planning and forecasting needs Where to find more information

6 END USER TOOLS & PERFORMANCE MANAGEMENT APPS Excel PerformancePoint Server BI PLATFORM SQL Server Reporting Services SQL Server Analysis Services SQL Server DBMS SQL Server Integration Services SharePoint Server DELIVERY ReportsDashboardsExcelWorkbooksAnalyticViewsScorecardsPlans Integrated End-to-End BI Offering

Integrated approach support for multiple financial/operational processes Forecasting What will happen? Planning and Budgeting What do I want to happen? Dashboard What is happening now? Analytics Why did this happen? Scorecard How to coordinate what happens? Management Reporting Financial Consolidation What did happen?

8 Performance Management Defined Performance management is defined by the processes, methodologies and technologies organizations use to monitor, analyze, and plan business performance

PerformancePoint Server Product Goals ‘Flexibility within a framework’ Support standardization and consistency of business definitions Support information requirements throughout an organization (Corporate, Region, Area, Division, Business Unit…) Enable ‘local’ information needs to be defined and supported within the framework (system) User experience Build on users familiarity and knowledge of using Office Bring ‘offline’ decision making on-line Capture local IP/knowledge as part of the system Enterprise ready Robust/scalable platform Auditable and secure Data Center support and management

10 1.Build and manage models, cycles, dimensions and hierarchies 2.Import and stage data 3.Manage user access and roles Planning Server and Database Consume 1.Deploy templates to Microsoft Office Excel, and reports SQL Server Reporting Services (RS) 2.Store metadata and business logic 3.Build cubes 1.Contribute to plans, forecasts and budgets in a rich, secure and auditable environment 2.Work and customize forms and reports 3.Submit, approve and audit assignments and jobs Model Planning Application

11 Markus The Monitor Anna The Analyst Ellen The Explorer Michael The Modeler Carolyn The Contributor Hung Fu The Hybrid Iggy The IT Admin Planning / Modeling: Performs planning, budgeting, forecasting and consolidation Plan = What do I want to happen? Forecast = What will happen? The ‘Planning’ Personas IT Administration and Data Harvesting: Deploys and supports PerformancePoint applications Internal = finance IT or shared technical resource External = Microsoft Partner (IT consultant)

12 Enterprise Data Application PerformancePoint Server Application Application Carolyn The Contributor Michael The Modeler Hung Fu The Hybrid Iggy The IT Admin PerformancePoint Add-in for Excel PerformancePoint Add-in for Excel PerformancePoint Business Modeler PerformancePoint Business Modeler Solution Overview

13 Architecture Overview Application Metadata Generate UDM Relational Schema Data Load Data Load Type Library Driven Type Library Driven Data Relational Schema 6 Automatic Sync PPS Metadata + XML Form Definitions (RDL) PPS Monitoring PPS Analytics PPS Monitoring PPS Analytics PPS Add-in for Excel PPS Add-in for Excel Application DB Export DB Staging DB PPS Views Business Modeler Business Modeler Meta Data

14 Handling Real-World Complexity Corporate Business Unit 1 Business Unit 2 Flexibility within a Framework ForecastForecast PricingPricing Consol.Consol. ForecastForecast PricingPricing CapExCapEx SalesSales OpExOpEx ForecastForecast PricingPricing CapExCapEx SalesSales OpExOpEx AccountAccount EntityEntity ScenarioScenario TimeTime Product Family AccountAccount EntityEntity ScenarioScenario TimeTime ProductProduct AccountAccount EntityEntity ScenarioScenario TimeTime ServiceService CustomerCustomer Market Segment

15 PerformancePoint Server For Budgeting And Forecasting 1.Integration: Business Modeler extraction, transformation, and loading (ETL) 2.Quality/consistency: Business Modeler rules and logic 3.Analyze/report: Integrated reports, dashboards, and analytics Manage the Process Translation: Model-to-model 2.Local guidance: Rules and logic Top Down Orchestration: Templates, cycles, data flows 2.Consolidation: FI, consolidation, allocations, and associations Bottom Up 3 3

16 Exploring PerformancePoint Models, Dimensions and Architecture Rob Hawthorne Managing Director Prophesy Limited

PPS Sustained Engineering Plan CU 1 Windows Server 2008 Tested CU 2 / SP1 Windows Server 2008 Support, SQL Server 2008 Tested CU 3 / SP2 SQL Server 2008 Support* CU 4 Jan 08 Fall 08 May 08 Winter 08 Winter 08 * Depends on SQL Server RTM date No new features planned for Service Packs but will contain additional fixes including addressing any performance problems

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Tech·Talks Tech·Ed Bloggers Live SimulcastsVirtual Labs Developer’s Kit, Licenses, and MORE! Resources for Developers

20 Product Information What is Microsoft Office PerformancePoint Server 2007: Interactive product demo: Features: Top 10 benefits: Case studies: News and reviews: System requirements: Licensing: More at:

21 Guides And Downloads Technical portals Office Developer Portal PerformancePoint Server TechCenter Technical guides Planning Server Business Rules Development Guide Monitoring SDK guides

22 Downloads, Sample Data, Tools PerformancePoint Server 2007 Evaluation Version (x86) B23420&displaylang=en PerformancePoint Server 2007 Evaluation Version (x64) B8DB40&displaylang=en PerformancePoint Server 2007 Sample: Monitoring Data 2FDF6DF9D898&displaylang=en PerformancePoint Server 2007 Sample: Planning Data 1F1EC692E78F&displaylang=en Data Import Wizard for Microsoft Dynamics™ AX Tool 2F1D E&displaylang=en PerformancePoint Server 2007 Tool: Scorecard Migration Tool 256F78E4158B&displaylang=en

23 How Do I? How do I set up a model for shares calculation and consolidation? How do I create an association to move data between models? How do I use an assumption model? How do I write a business rule? How do I customize a currency rule template? How do I customize an intercompany reconciliation template? How do I export data with an outbound rule? How to: applications and models How to: dimensions and members How to: business rules How to: associations between models How do I use multiple data sources in a single time intelligence filter? How do I link KPIs to reports? How do I move my content from one environment to another? For answers to these questions visit:

24 Calls To Action 1. Visit the Office PerformancePoint Server 2007 site! 2. Visit the TechCenter site! oint/default.aspx 3. Attend the upcoming TechNet webcasts!

25 Microsoft Business Intelligence Resources BI Conference October 6-9, 2008 in Seattle, Washington Registration opened in June breakout sessions, 40 chalk talks, 20+ hands on labs More information at All Content and Information Product Training, Labs, Demos, White Papers, Webcasts and Product Demos Blogs and Communities Customer Evidence and Case Studies Business Intelligence Newsletter Published quarterly Subscribe:

26 Please complete an evaluation BIN402 Rob Hawthorne Rob Rocks! Tech.Ed is Awesome!

27 © 2008 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.