ms powerpivot & performancepoint 2010 introduction

17
Copyright 2010 VeriPoint, LLC Introduction & Basic Training to MS PowerPivot & PerformancePoint 2010

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High level introduction to MS PowerPivot and PerformancePoint Services (PPS) 2010. Used in conjunction to a training course. Initial slides also provide a high level comparison of PowerPivot vs. PerformancePoint.

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Page 1: MS PowerPivot & PerformancePoint 2010 Introduction

Copyright 2010 VeriPoint, LLC

Introduction & Basic Training to MS PowerPivot & PerformancePoint 2010

Page 2: MS PowerPivot & PerformancePoint 2010 Introduction

Page 2Copyright 2010 VeriPoint LLC

Agenda

PowerPivot & Performance Point

Introduction and Training

High Level Comparison

Product Highlights:

PowerPivot Excel Add In

PowerPivot SharePoint Add In

PerformancePoint Services 2010 (PPS)

Demo/Basic Training:

PowerPivot Excel Add In

PerformancePoint Services 2010 (PPS)

Page 3: MS PowerPivot & PerformancePoint 2010 Introduction

Page 3Copyright 2010 VeriPoint LLC

PowerPivot & PPS At-a-Glance

PowerPivot PerformancePoint

DataSQL/OLTP, view all imported data XML feeds, tabular, Reporting Service

Analysis Services SQL, Tabular, PowerPivot XML Feeds, cannot view detailed data

Data Manipulation

UI: Relationships, calculated columns/measures with auto-fill, automated PivotTable conversion to DAX Language(s): DAX, MDX, T-SQL

MDX No UI manipulations

Data Refresh Scheduled (SP) Manual (Excel)

Live connection / upon browser request/refresh

VisualizationPowerPivot tables & charts All other features available in Excel Scorecard, Strategy Maps, Extendable Pivot Table/Chart areas, web pages

KPI’s, Charts, Data Grids, Scorecards, Extendable Dashboards, Strategy Maps, External Reports, Web pages What-if Analysis, some visualization types available only to Analysis Services

Slicing & Dicing

PivotTable & Charts Slicers All other filter, find, and sort features available in Excel ‘Native’ Multidimensional drilling

Drill up/down, Top/Bottom N & value filters, Decomposition Tree, Independent reusable filters Multidimensional drilling for non-OLAP

Performs at its Best / Pros Supports Does Not Support / Cons

Page 4: MS PowerPivot & PerformancePoint 2010 Introduction

Page 4Copyright 2010 VeriPoint LLC

Base Software/Upgrade Requirements

Install Requirement

PowerPivot Excel Add In

PowerPivot SharePoint Add In

Performance Point/Dashboard

Designer (SP)

Windows Server 2008 .NET Framework 3.5

SQL Server 2008 SP2010 Requires / PPS can use SQL 2005 data

VisualStudio 2008 Excel 2010

SharePoint 2010 Silverlight 3

Mandatory Required for some features

Page 5: MS PowerPivot & PerformancePoint 2010 Introduction

Page 5Copyright 2010 VeriPoint LLC

PowerPivot Excel Add-In

Page 6: MS PowerPivot & PerformancePoint 2010 Introduction

Page 6Copyright 2010 VeriPoint LLC

PowerPivot Excel Highlights

Import large datasets from a variety of sources, from SQL databases to XML data feeds

Easy to use wizards

Existing relationships are respected

Easily build or detect relationships to other tables (tabs)

Data refresh available

Page 7: MS PowerPivot & PerformancePoint 2010 Introduction

Page 7Copyright 2010 VeriPoint LLC

PowerPivot Excel Highlights

All data visualizations and interactions are via Excel

PowerPivot PivotTables & Charts

Easy to use wizard with drag & drop controls

Vertical and Horizontal Slicers (interactive filters)

Add new measures

Auto detects relationships and creates them for you

Page 8: MS PowerPivot & PerformancePoint 2010 Introduction

Page 8Copyright 2010 VeriPoint LLC

PowerPivot Excel Highlights

Data Analysis Expression (DAX) very similar to Excel formula expressions

Column name orientation instead of cell/row: =[revenue]-[cost]

Familiar nested IF statements: =IF([Calls]<200,"low",IF([Calls]<300,"medium","high"))

Select formula reference elements either by typing, navigating and selecting with the mouse, or pick list

Convert any PivotTable to DAX formulas

Page 9: MS PowerPivot & PerformancePoint 2010 Introduction

Page 9Copyright 2010 VeriPoint LLC

PowerPivot SharePoint Highlights

PowerPivot managed via SharePoint Central Administration, PowerPivot Management Dashboard and PowerPivot System Service Monitor and manage the PowerPivot for SharePoint

environment Back-end management of PowerPivot application database, load

balancing, usage data collection, automatic data refresh, auto discovery and usage of new farm server resources

Scheduled data refreshes

Rich interactive presentation layer

Multidirectional data sharing Web service for external applications to access (Reporting

Services) / Launch Report Builder from SP2010 & access it’s data From SharePoint export data/documents to PowerPivot

Page 10: MS PowerPivot & PerformancePoint 2010 Introduction

Page 10Copyright 2010 VeriPoint LLC

PerformancePoint Services (PPS)

Page 11: MS PowerPivot & PerformancePoint 2010 Introduction

Page 11Copyright 2010 VeriPoint LLC

PPS & SharePoint 2010

Service within SharePoint 2010

Leverages SP2010’s security

100% synchronized content integration between the BI Center and Dashboard Designer

Dashboard, dashboard components, and reports are available for immediate use in SP2010 via web parts

Page 12: MS PowerPivot & PerformancePoint 2010 Introduction

Page 12Copyright 2010 VeriPoint LLC

PPS: Dashboard Designer

Front end for Analysis Services maximizing its cubed data and hierarchies. Many new/improved features such as:

Decomposition Tree

Time Intelligence

Independent filters

Multiple KPI’s per scorecard, KPI Detail Reports

Scorecard and chart drilling, & hierarchy expansion

Top/Bottom N filters,

User defined filters

Retired features: Trend Charts, PivotTable reports, PivotChart reports, ODBC data sources, Analysis Services 2000, and 32-bit server architecture

Page 13: MS PowerPivot & PerformancePoint 2010 Introduction

Page 13Copyright 2010 VeriPoint LLC

PPS: Dashboard Designer

Launch Dashboard Designer from the Business Intelligence Center Site

Access a variety of data sources and external content:

Page 14: MS PowerPivot & PerformancePoint 2010 Introduction

Page 14Copyright 2010 VeriPoint LLC

PPS: Dashboard Designer

Make available to SP2010 a variety of content in web parts:

Or construct dashboards (using dashboard components & reports) and easily publish to SP2010:

Page 15: MS PowerPivot & PerformancePoint 2010 Introduction

Page 15Copyright 2010 VeriPoint LLC

PowerPivot Training/Demo

Add 2 data sources

Create a relationship link between the data sources

Add calculated column using DAX

Create a PivotTable & Pivot Chart

Detect Relationship Item selection Slicers Format

Add a new Measure using DAX

Convert PivotTable to DAX

Page 16: MS PowerPivot & PerformancePoint 2010 Introduction

Page 16Copyright 2010 VeriPoint LLC

PPS Training/Demo

Add a data source (with Time Intelligence in mind)

Create a Time filter

Create a Chart

Create 2 KPI’s

Create a Scorecard from KPI’s

Create a KPI Details Report

Create a Dashboard incorporating the above elements

Deploy to SharePoint

Show Drilling & Expansion, Top/Bottom N Drilling, Value Filter, & Decomposition Tree

Page 17: MS PowerPivot & PerformancePoint 2010 Introduction

Page 17Copyright 2010 VeriPoint LLC

Conclusion

Q & A

Thank You!