PO320: Reporting with the EPM Solution Keshav Puttaswamy Program Manager Lead Project Business Unit Microsoft Corporation

Session Objectives Overview of reporting in EPM Microsoft BI vision How does Project fit in BI architecture? How can BI tools benefit EPM? What expertise do you need to leverage Microsoft BI technologies?

Today’s Reporting and Business Intelligence Concerns Need rich analytics on project information Need to align resources with strategic goals Users at every level of the organization need additional insights into their work BI tools must provide a quick, sustainable ROI and leverage existing investments

Reporting in EPM Project Server Enterprise custom fields & outline codes Reporting platform – tables and cubes Project Professional Views & reports Integration with Office Project Web Access Project Center & Resource Center Portfolio Analyzer

Reporting in EPM

Microsoft’s BI Vision Powerful, fully integrated, fully extensible BI infrastructure Cost effective, comprehensive solutions Collaborative, familiar, user-centric tools

Microsoft Business Intelligence Architecture Management Tools Developer Tools PortalsPortals DashboardsDashboards Data AnalysisData Analysis VisualizationVisualization Project ManagementProject Management Messaging ServicesMessaging Services Windows Server Windows Client Microsoft Business Solutions Financial Analytics Financial Analytics Business Scorecards Business Scorecards Excel Add-in for Analysis Services Excel Add-in for Analysis Services BI Solution Accelerators SQL Server Relational Engine Reporting Services Analysis Services OLAP & Data Mining Office System

Leveraging Microsoft BI Technologies with EPM Extend reporting platform OLAP extensions solution starter End-user reporting Excel Add-in for Analysis Services Corporate performance management Business scorecards accelerator Enterprise reporting SQL Server Reporting Services

Increase Analytics Extend Reporting Platform

Increase Analytics OLAP Extensions Solution Starter The Project Server OLAP extensions enables extending the Project Server cube to provide increased analytics for Portfolio Analyzer and other OLAP reporting tools. Extend existing cube with new dimensions or calculated members Add new cubes with project data such as tasks, issues and risks Integrate data from other systems directly into the reporting cubes

Microsoft Office Project Server OLAP Extensions Solution Starter The OLAP extensions solution starter shows how to extend the Project Server cube or build additional cubes that dramatically improve business intelligence for the organization. Identify additional business requirements Consider source for data – Project Server or external Prototype sample reports Design cube schema with reporting needs in mind Consider extending existing cubes vs. building new cubes Share dimensions across cubes Create calculated measures for cube Use extensibility SDK for code samples Build reports using Portfolio Analyzer in PWA IdentifyDesign Implement

Project Server OLAP Extensions

Excel Add-in for Analysis Services End User Reporting & Analysis

Interactive Reporting And Analysis Excel Add-in for SQL Server Analysis Services The Excel Add-in for Analysis Services takes advantage of Excel’s robust analysis and reporting capabilities and familiar user interface, to increase an organization’s speed to insight. Real time access to disparate data Streamline end user reporting and analysis across organization Increase user flexibility and accuracy of Excel based reports Achieve higher ROI while reducing complexity of business reporting

Microsoft Office System Excel Add-in for Analysis Services The Excel Add-in for Analysis Services enables users to create rich, customized reports directly in Excel while accessing and analyzing data from multiple data sources. Easily access data from multiple OLAP cubes Interoperable with multiple versions of Excel Detailed analysis using native Excel Viable alternative to pivot tables Extended analysis in Excel with “What If” and drill through capabilities Interactive reports, diagrams, and charts Flexible report layouts (e.g. Free- Form vs. Structured) Personalized, refreshable reports Publish reports in HTML with Office Web Components AccessAnalyze Author

Excel Add-in for Analysis Services

Business Scorecards Solution Corporate Performance Management

An integrated BI offering that supports enterprise strategy and simplifies the management and reporting of crucial business data that measures individual, group and company performance. Customized views of business strategy and relevant Key Performance Indicators (KPIs) Unified view of business across all levels of the organization Strategic, operational, regulatory, and tactical Transform disparate data into powerful business insights Corporate Performance Management The Scorecard Method

Microsoft Office System Business Scorecards Solution The comprehensive, web based Business Scorecards Solution that allows users to simplify the end-to-end measurement and management of business strategies and performance metrics. Quickly build and deploy scorecards Easy to define and re-use KPIs Leverage disparate data and backend systems Integrated, dynamic diagrams Customized scorecard views by role Flexible portal integration with SharePoint Adaptable to business concepts (e.g. Balanced Scorecard) Detailed view of performance and accountability Integrated business analysis tools and applications Quick, personalized notification ArticulateCommunicate Drive & Measure

Business Scorecards

Enterprise Reporting Essential to Better Decision Making Reporting is part of every-day business

Business Intelligence And Reporting User Profiles Analysts Information Consumers Information Explorers 5-10% of users 15-25% of users 65-80% of users SQL Server Reporting Services SQL Server Analysis Services

Information Access Bottleneck Asked to provide better access to information with Less Time and Resources MarketingCFOOperationsHR Knowledge Worker CEO IT Department and Systems Custom Reports For: Marketing CFO Operations HR Knowledge Workers CEO Data Sources: OLE DB ODBC Other.NET Providers Access DB2 Oracle SQL Server

Microsoft SQL Server Reporting Services Solution: IT is a resource, not a middle man IT is a resource, not a middle man Users have direct access to custom reports Users have direct access to custom reports Connects Users to Reports. Frees up IT Department. MarketingCFOOperationsHR Knowledge Worker CEO SQL Server Reporting Services Data Sources: OLE DB ODBC Other.NET Providers Access DB2 Oracle SQL Server IT Department and Systems

Enterprise Reporting SQL Server Reporting Services Real-time information from any data source Traditional or interactive reports Delivered via Web browser or the Office System Enables faster, more relevant decisions More people able to use the tools and applications Results

SQL Server Reporting Services

To Get The Most Out Of BI, you need… Business expertise Identify key reporting requirements Well-defined processes to collect data Garbage in, garbage out… Technical expertise SQL Server 2000 OLAP/MDX SQL Server Reporting Services A partner can help!

Summary Business Intelligence is imperative to becoming a smart, connected, collaborative organization Microsoft Business Intelligence Solutions enhances EPM Comprehensive, collaborative, and cost effective An integrated, pervasive Business Intelligence platform Personalized, familiar client tools

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

Resources Microsoft Office Project SDK msdn.microsoft.com/project msdn.microsoft.com/project Microsoft Business Intelligence Office System Solution Accelerators SQL Server 2000 Reporting Services

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