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

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