advanced reporting concepts philip yuen program manager microsoft office project
TRANSCRIPT
Advanced Reporting Advanced Reporting ConceptsConcepts
Philip YuenPhilip YuenProgram ManagerProgram ManagerMicrosoft Office ProjectMicrosoft Office Project
Session ObjectivesSession Objectives
Reporting beyond Portfolio Analyzer Reporting beyond Portfolio Analyzer
Reporting needs and solutionsReporting needs and solutions
Advanced Reporting Tools Advanced Reporting Tools SQL Server Reporting ServicesSQL Server Reporting Services
BI Scorecard BI Scorecard
Customer Reporting NeedsCustomer Reporting Needs
RequirementRequirement SolutionSolution
Scheduled ReportsScheduled Reports
DashboardsDashboards
Drilldown AnalysisDrilldown Analysis
SQL ReportingSQL Reporting
BI ScorecardsBI Scorecards
Portfolio AnalyzerPortfolio Analyzer
Project Project Reporting Reporting
TablesTables
Project Project Transactional Transactional
TablesTables
PortfolioAnalyzerCubes
Reporting Services
Business Scorecards
Analysis Services
Reporting PlatformReporting Platform
Bridge Executive and Bridge Executive and Project Manager DisconnectProject Manager Disconnect
SQL Server Reporting ServicesSQL Server Reporting Services
SQL Reporting ServicesSQL Reporting Services
Create traditional and interactive Create traditional and interactive reports reports
Integrated with SharePoint, Office Integrated with SharePoint, Office applications, browser and other applications, browser and other familiar tools familiar tools
Create single report from multiple data Create single report from multiple data sourcessources
SQL Report LifecycleSQL Report Lifecycle
AuthoringAuthoringCreate single reports from multiple data Create single reports from multiple data sourcessources
ManagementManagementReports on-demand or via scheduleReports on-demand or via schedule
DeliveryDeliveryChoose from multiple formats (HTML, Choose from multiple formats (HTML, PDF)PDF)
SQL Server CatalogSQL Server Catalog
Report ServerReport Server
XML Web Service InterfaceXML Web Service Interface
Report ProcessingReport Processing
DeliveryDelivery
Delivery Targets(E-mail, SharePoint,
Custom)
RenderingRendering
Output Formats (HTML, Excel, PDF, Custom)
SecuritySecurity
Security Services(NT, Passport,
Custom)
Office Custom ApplicationBrowser
SQL Reporting ArchitectureSQL Reporting ArchitectureSQL Reporting ArchitectureSQL Reporting Architecture
Project Project ServerServer
ProjectOLAPCubes
Data ProcessingData Processing
SQL Reporting SolutionSQL Reporting Solution
Create a Project Summary reportCreate a Project Summary report
Author report in Visual Studio .NetAuthor report in Visual Studio .Net
View tables and OLAP cubes as data View tables and OLAP cubes as data sourcessources
Schedule and subscribe to reportSchedule and subscribe to report
SQL Server ReportingSQL Server Reporting
Philip YuenPhilip YuenProgram ManagerProgram ManagerMicrosoft ProjectMicrosoft Project
Communicate and Align Communicate and Align with Strategic Objectiveswith Strategic Objectives
Microsoft Office BI ScorecardsMicrosoft Office BI Scorecards
BI ScorecardBI Scorecard
Create Dashboards in SharePointCreate Dashboards in SharePointIntegrate with Project ServerIntegrate with Project Server
Measure, monitor and manage Measure, monitor and manage performanceperformance
View key metrics for an organizationView key metrics for an organization
Track performance against goalTrack performance against goal
Scorecard technologyScorecard technology
All Scorecard meta data is stored in All Scorecard meta data is stored in SQL ServerSQL Server
SQL Server and Analysis Services SQL Server and Analysis Services provide a rich analytical platform provide a rich analytical platform
Combine data from multiple sources Combine data from multiple sources for your scorecardsfor your scorecards
Can link to Reporting Services reportsCan link to Reporting Services reports
Scorecards: Solution ArchitectureScorecards: Solution Architecture
UI for UI for entering your entering your scorecard scorecard datadata
Web ServiceWeb Service
Scorecard Scorecard BuilderBuilder
Data entry Data entry interface interface for for manually manually entered entered targetstargets
Data Data EntryEntry
ScorecardEngine
Understands your BSC data
Builds the scorecard
UI for UI for building building your your strategy strategy mapsmaps
VisioVisio
Strategy MapStrategy MapBuilderBuilder
Define KPI Define KPI mappings mappings and data and data sourcessources
DataDataSourcesSources
ScorecardScorecardDBDB
Captures information about your scorecard
SQL ServerSourceSource
SystemsSystems
ScorecardCubes
Scorecard cube(s)
Recommended SSABI-based, customizable
Project Scorecard solutionProject Scorecard solution
Define objective and KPIDefine objective and KPI
Connect to Extended Portfolio Connect to Extended Portfolio Analyzer cubeAnalyzer cube
Add webpart to Project provisioned Add webpart to Project provisioned SharePoint sitesSharePoint sites
BI ScorecardBI Scorecard
Philip YuenPhilip YuenProgram ManagerProgram ManagerMicrosoft ProjectMicrosoft Project
SummarySummary
Build on Project Server reporting Build on Project Server reporting platformplatform
Integrate with Microsoft BI tools for Integrate with Microsoft BI tools for Advanced reporting needsAdvanced reporting needs