Advanced Reporting Concepts Philip Yuen Program Manager Microsoft

Advanced Reporting Concepts Philip Yuen Program Manager Microsoft Office Project

Session Objectives Reporting beyond Portfolio Analyzer Reporting needs and solutions Advanced Reporting Tools SQL Server Reporting Services BI Scorecard

Customer Reporting Needs Requirement Solution Scheduled Reports SQL Reporting Dashboards BI Scorecards Drilldown Analysis Portfolio Analyzer

Reporting Platform Business Scorecards Reporting Services Project Transactional Tables Project Reporting Tables Portfolio Analyzer Cubes Analysis Services

Bridge Executive and Project Manager Disconnect SQL Server Reporting Services

SQL Reporting Services Create traditional and interactive reports Integrated with Share. Point, Office applications, browser and other familiar tools Create single report from multiple data sources

SQL Report Lifecycle Authoring Create single reports from multiple data sources Management Reports on-demand or via schedule Delivery Choose from multiple formats (HTML, PDF)

SQL Reporting Architecture Browser Custom Application Office XML Web Service Interface Project Server Project OLAP Cubes Output Formats (HTML, Excel, PDF, Custom) Security Services (NT, Passport, Custom) Report Server Report Processing Data Processing Security Rendering Delivery SQL Server Catalog Delivery Targets (E-mail, Share. Point, Custom)

SQL Reporting Solution Create a Project Summary report Author report in Visual Studio. Net View tables and OLAP cubes as data sources Schedule and subscribe to report

SQL Server Reporting Philip Yuen Program Manager Microsoft Project

Communicate and Align with Strategic Objectives Microsoft Office BI Scorecards

BI Scorecard Create Dashboards in Share. Point Integrate with Project Server Measure, monitor and manage performance View key metrics for an organization Track performance against goal

Scorecard technology All Scorecard meta data is stored in SQL Server and Analysis Services provide a rich analytical platform Combine data from multiple sources for your scorecards Can link to Reporting Services reports

Scorecards: Solution Architecture Scorecard Builder l l Strategy Map Builder UI for entering your scorecard data Web Service l l l Source Systems UI for building your strategy maps Visio l Scorecard Engine Scorecard Cubes Data Sources l Scorecard cube(s) Recommended SSABI-based, customizable Data Entry Define KPI mappings and data sources l Data entry interface for manually entered targets Understands your BSC data Builds the scorecard l Scorecard DB l Captures information about your scorecard SQL Server

Project Scorecard solution Define objective and KPI Connect to Extended Portfolio Analyzer cube Add webpart to Project provisioned Share. Point sites

BI Scorecard Philip Yuen Program Manager Microsoft Project

Summary Build on Project Server reporting platform Integrate with Microsoft BI tools for Advanced reporting needs

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