This session will provide an overview of what PerformancePoint is, where it came from, and how do you get it. We will also discuss what’s changed in the 2010 release (including with the latest SP1 update). Along with this we will go over the Dashboard Designer tool showing you how to install it and explain what it is used for. Then hold on to your seats, I will build out and deploy a fully functional and interactive dashboard within SharePoint. Along the way I will provide insight from the trenches including tips and tricks along with experience from client deployments.

1. Inside PerformancePoint
Dan English
Principal Business Intelligence Consultant
Superior Consulting Services, LLC
denglish@teamscs.com

2. Speaker Background
Dan English
http://denglishbi.wordpress.com
• Developing with Microsoft technologies for over 14 years
• Over 7 years experience with Data Warehousing and Business
Intelligence
• Microsoft SQL Server MVP, Microsoft Certified IT Professional
(MCITP), and Microsoft Certified Technology Specialist (MCTS)
• Architect and develop dashboard solutions for enterprise reporting and
monitoring
• Experienced in ETL and Analysis Services development, requirements
gathering, and data modeling
• PASSMN 2009/2010 – Executive Board Chair (President)
• Microsoft MN BI User Group 2011 – Leadership Board
• Twitter – http://twitter.com/denglishbi
• Vimeo Videos - http://vimeo.com/user3952239/videos

3. New Book in the Works!
Unlock the power of Microsoft
Power View and build rich BI
reports with just a few clicks

4. SCS Background
• Founded in 1997, SCS is a technical consulting firm
focused exclusively on Microsoft technologies to
provide custom solutions
• Headquartered in Burnsville, MN
• Microsoft Gold Certified Partner since 2006
• Microsoft Managed Partner
• Provide solutions in the areas of Business
Intelligence, Reporting, Application
Development, Networking, SharePoint, and Special
Projects
• Industry recognized authorities via books, speaker
engagements, and direct assistance to Microsoft

5. Session Outline
• PerformancePoint Overview – what is it, where
did it come from, and how do you get it
• What’s changed in 2010 release?
• Dashboard Designer – how do you install it and
what is it used for
• Dashboard Creation 101 – hold on to your seats, I
will quickly build out and deploy a fully functional
and interactive dashboard
• Insight from the trenches – tips and tricks along
with experience from client deployments

6. Quick Audience Poll
 How many people know what PerformancePoint
is?
 Has anyone done any development with PPS
2007 or 2010?
 Who has heard of or used ProClarity Analytical
Server or Desktop client?

7. PerformancePoint History
Business PPS 2007 Apr
Scorecard 2009 part of
Manager SharePoint E-
2005 Nov PPS 2007 CTP CAL, Planning
2005 mid-2006 termed
ProClarity PPS 2007 PPS 2010
Acquisition RTM Nov SharePoint
Apr 2006 2007 2010
Enterprise
June 2010

8. What is PerformancePoint (PPS)
PerformancePoint Server 2007 (v1)
Monitoring &
Planning
Analytics
Business ProClarity
Scorecard Analytical Biz #
Manager 2005 Server (PAS)

9. What is PerformancePoint (PPS)
PerformancePoint
Services 2010 (v2)
New
features & Monitoring
functionality Scorecarding
& Analytics

10. PerformancePoint Services
Monitor
What happened?
What is happening?
Analyze
Why did
Strategy it happen?
Plan
What will happen?
What do I want to
happen?

11. PerformancePoint Services

12. Microsoft Business Intelligence Overview
Business User Experience •Self-Service access & insight
•Data exploration & analysis
•Predictive analysis
•Data visualization
•Contextual visualization
Business Collaboration Platform •Dashboards & Scorecards
•Excel Services
•Web based forms & workflow
•Collaboration
•Search
•Content Management
•LOB data integration
Data Infrastructure & BI Platform •Analysis Services
•Reporting Services
•Integration Services
•Master Data Services
•Data Mining
•Data Warehousing

13. What’s new in PPS 2010?
• Fully integrated into
SharePoint 2010
– Central Admin for
Configuration
– Shared Service
– Secure Store authorization
is an option
– Single security and
versioning model
• Independent authentication
for data sources
• Decomposition Tree
• Scorecard enhancements

14. What’s new in PPS 2010?
• Filters are 1st class citizens
now (not embedded in
dashboards)
• Streamlined dashboard
deployment
• Improved UDM support in
Dashboard Designer
• Analytical report
enhancements
• Analytical Pie Chart
• Web parts can
communicate with other
SharePoint parts
• SP1 Cascading Filters &
Apply Filters functionality

15. PerformancePoint Highlights
• Dashboards
− Dashboard Designer
− Filters
• Report Types
− Thin, Interactive OLAP Charts & Grids
− Reporting Services
− Strategy Maps
− Excel Services
− KPI Details
− ProClarity Views
• Scorecard Capabilities
− Import Analysis Services KPIs
− Export to Excel from Dashboards
• Data Sources
− Multidimensional
− Tabular
− Excel Services & Workbooks
− SharePoint lists
− SQL Server Table
• Enhanced User Experience
− Bulk Editing
− Time Intelligence
• Extensibility

16. PerformancePoint Analytical
Reports
Key Capabilities
• Drill Up/Down
• Drill Down To (Cross Drill)
• Expand/Collapse
• Sort and Filter
• Pivot
• Select Measures
• Show Details (Drill to Detail)
• Decomposition Tree
• Tooltips for data points
• Show chart data in a grid (and vice versa)
• Export to Excel or PowerPoint
• Show in New Window
• Smart sizing & AJAX technology

17. Dashboard Designer
ClickOnce Application
Download/Install from SharePoint
Key Capabilities
• Add multiple item types
• KPIs / Scorecards
• KPI Details
• Analytical Charts
• Analytical Grids
• Strategy Maps
• Other Reports
• Filters
• Drag and drop items to canvas
• Connect views with filters
• Use flexible zone layouts
• Deploy to SharePoint

18. Demo Dashboard

19. Demo
PERFORMANCEPOINT

20. Insight from Trenches
• Obtain the ‘key’ or ‘hot’ metrics to present
• Provide high-level summarized views
– Highlight the anomalies
– Surround with supporting views
– Include additional pages broken out (more granular)
• Be careful with use of colors and visuals – 10% males color blind
• Distributed environments and dynamic security = Kerberos
• Multidimensional data source is golden nugget to data discovery
– Analysis Services or PowerPivot
• Make the items interactive
– Utilize good filters and link the items
• Be creative and think ‘outside’ the box for solutions
– Leverage all of the technologies available
• PerformancePoint 2010 Content Deployment – http://ppscd.codeplex.com (2007
BI RAP tool)
• Use IE8 or higher for performance reasons (allows up to 6 connections versus 2)

21. Resources
• PerformancePoint Services Resource Center - http://msdn.microsoft.com/en-us/sharepoint/gg176656.aspx
• PerformancePoint Services in SharePoint Server 2010 (learning/labs) -
http://technet.microsoft.com/en-us/sharepoint/hh239868
• Up to Speed with PerformancePoint Dashboard Designer
http://office2010.microsoft.com/en-us/dashboard-designer-help/up-to-speed-with-performancepoint-
dashboard-designer-HA101818158.aspx
• Corporate Dashboards: Sales Solution - http://technet.microsoft.com/en-US/bi/ff643005.aspx
• PerformancePoint Team Blog - http://blogs.msdn.com/performancepoint/default.aspx
• Microsoft BI site - http://www.microsoft.com/bi/
• Microsoft BI TechNet site - http://technet.microsoft.com/en-us/bi/default.aspx
• SQL Server Best Practices - http://msdn.microsoft.com/en-us/sqlserver/bb671432.aspx
• Microsoft Virtual Labs (TechNet and MSDN) - http://www.microsoft.com/events/vlabs/default.mspx

22. QUESTIONS