1. Professional Systems Division 1
My Bose Experience
Ryan Werge
Program Office Co-Op
Professional Systems Division

2. Professional Systems Division 2
Overview
• My involvement in current PSD projects
– Cooper
• My CO-OP Project
– Dashboards and Reporting for PWA

3. Professional Systems Division 3
PSD Projects

4. Professional Systems Division 4
Cooper
• PMP tool that integrates MS Project Professional and Project Web App
(PWA) together using Project Server
• Fully entered project a few months before the tool was ready to be
used for the October PRB
• Focused on tool development for the December PRB

5. Professional Systems Division 5
Cooper (Cont.)
• What I did
– Developed a report that integrates John Mazejka’s resource management tool
with demand data stored in PWA, allowing functional managers to assign
resources to meet demand, identify resource needs, over- and under-allocations
– Developed a macro in MS Project Professional that sums up the ODC cost for a
project or multiple projects in a given time period

6. Professional Systems Division 6
Cooper (Cont.)
• What I learned
– Portfolio management, the preparation in gathering the required information
needed for successful portfolio management
– Resources, how much demand is needed per project and how it needs to be
filled
– ODC costs add up, can influence outcome of a project. The macro created for
MS project shows how much a project needs for ODC costs and how much for a
select number of projects
– Enterprise Global Template: backs up every night and Project Server only keeps
one version (the latest version)

7. Professional Systems Division 7
CO-OP Project
Business Intelligence

8. Professional Systems Division 8
Goals for the Project
• Determine reporting needs for Portfolio and Functional Managers
• Learn how to create reports to fulfill those needs and display them on a
dashboard using Microsoft Project Server 2010 and SharePoint Server
Enterprise

9. Professional Systems Division 9
Business Intelligence Center
• Processes, tools and techniques for
gathering, organizing, and analyzing
large volumes of complex data in an
effort to develop an accurate
understanding of business dynamics
• Uses reporting to reference data
visualizations

10. Professional Systems Division 10
Dashboards
• Interactive web pages
• Can be used to display preferred reports, documents and KPIs
• Help an organization analyze and make decisions based on its
performance
• Automatically updates reports
– Not immediately since the OLAP (Online Analytical Processing) cube builds
nightly at midnight

11. Professional Systems Division 11
Reporting Technologies
• Excel Services and PowerPivot for Excel
– Server based calculations to an Excel workbook, PivotTables
• Visio Services
– Server based data integrated into Visio diagrams
• Performance Point Services
– Performance management tools to help generate dashboards, scorecards and
KPIs
• SQL Services
– SQL queries used to publish on-demand or interval based reports

12. Professional Systems Division 12

13. Professional Systems Division 13
Reporting Types I Used
• PerformancePoint Services
– To develop dashboards
• Excel Services
– To generate reports
• Other services were not used
– Setup issues prevented us from using SQL Services
– Our version of Project Server does not include Visio, but is something the
portfolio office is currently looking into

14. Professional Systems Division 14
Templates
• Templates are the starting point to
creating your own custom reports via
Excel services
• Once selected, a user is able to edit
the report template to his/her
preference
• Templates give report developers the
ability to create PivotTables that
display the desired data

15. Professional Systems Division 15
Pivot Tables
• Pivot tables are generated based off of
a large amount of data and can be
manipulated for analysis
• Easy way to grab large amounts of
data and design a large spreadsheet
• Excel Services uses PivotTables in
order to display large amounts of data
into an organized spreadsheet

16. Professional Systems Division 16
Dashboard Designer
• Software tool implemented in BI Center
• Used for PerformancePoint report
developing
• Used to develop and deploy
dashboards
• Makes Excel and SQL Services reports
“PerformancePoint compatible”
• Cannot be used in dashboards if step
isn’t taken

17. Professional Systems Division 17
SOP
• https://bosecorp.sharepoint.com/sites/PSD2/progoffops/Shared%20Documents%20
Library/SOP_Developing%20an%20Excel%20Services%20Report.docx
– Developing an Excel Services Report
• https://bosecorp.sharepoint.com/sites/PSD2/progoffops/Shared%20Documents%20
Library/SOP_Developing%20a%20Performance%20Point%20Report.docx
– Developing a PerformancePoint Report
• https://bosecorp.sharepoint.com/sites/PSD2/progoffops/Shared%20Documents%20
Library/SOP_Developing%20a%20PerformancePoint%20Dashboard.docx
– Developing a PerformancePoint Dashboard

18. Professional Systems Division 18
Further Reading
• http://technet.microsoft.com/en-us/library/gg188101(v=office.14).aspx
– Reporting with Project Server 2010
• http://www.microsoft.com/en-us/download/details.aspx?id=26556
– Excel Services with Project Server 2010
• http://technet.microsoft.com/en-us/library/hh393967(v=office.14).aspx
– PerformancePoint Services with Project Server 2010
• http://www.microsoft.com/en-us/download/details.aspx?id=14834
– Link to Poster in Previous Slide

19. Professional Systems Division 19
Demo Time!
Brief demonstration of the current reports and
dashboard that were created.

20. Professional Systems Division 20
Overview
• Currently running reports and dashboards
• Quick overview of the software used
• Resource Report
• ODC Macro

21. Thank You