VI-317: Introducing the Performance Management Canvas DesignerVI-317: Introducing the Performance Management Canvas Designer

Presented by: John Kim, DeltekPresented by: John Kim, DeltekPresented by: John Kim, DeltekPresented by: John Kim, Deltek

� Introduction to Vision Performance Management

� Overview of the Canvas Designer

� Configuring Gems

� Configuring Slicers

AgendaAgenda

� Configuring Slicers

� Notes for the Administrator

� Understand the Value and Relevance of Performance Management

� Learn the Basic Functionality of the Gem, Slicer, and Canvas

� Configure a Web Dashpart Containing a Performance Management Canvas

Key TakeawaysKey Takeaways

Management Canvas

� Understand the Basic Components of the Administrative Functions

Introduction to Deltek Vision®

Performance Management

� Performance Management — Making Decisions Based on Information That Is relevant, Timely, and Accurate

� Business Intelligence Applications Give Users Valuable Insight into the Business through Powerful Reporting and Analytics

� Answers the questions:

Performance Management DefinedPerformance Management Defined

� Answers the questions:� How are we doing?

� Where are the “sweet” spots?

� What should we change?

� Represents an Institutional Change in How Information Is Consumed

� Delivered with Deltek Vision 5.1 and 6.0

� Powered by multidimensional cubes developed in MSAS

� Focus on Projects and General Ledger

� Consists of a unique blend of visualizations and charts

Vision Performance ManagementVision Performance Management

� Consists of a unique blend of visualizations and charts powered by DSP

� All content is displayed and consumed on a dashboard integrated with Deltek Vision

� Delivered with five roles with up to ten visualizations per role

Overview of the Canvas Designer

� Canvas

� Gem

� Slicer

Key Aspects of the Performance Management DashboardKey Aspects of the Performance Management Dashboard

� A Collection of Visualizations, Charts, and Graphs

The CanvasThe Canvas

� A Visualization, Chart, or Graph That Populates a Canvas

The GemThe Gem

� Allows Dynamic Filtering Based Upon Defined Attributes

The SlicerThe Slicer

Configuring Gems on the Canvas

� Launch the Web Browser and Direct It to the Hosted DSP Site

� Launch the Designer and Start the Gem Wizard

Getting StartedGetting Started

� Either the Projects or G/L Cube Must Be Chosen

� Either a Chart or Table Must Be Chosen

Choose the Attributes of the GemChoose the Attributes of the Gem

Define Basic Information for the GemDefine Basic Information for the Gem

� Add a Slicer for Personalization

Define Additional Properties for the GemDefine Additional Properties for the Gem

� Define the X Axis of the Chart

� Indicate the Desired Slicer(s)

Define Additional Properties for the Gem (cont’d)Define Additional Properties for the Gem (cont’d)

Define the Measure(s)Define the Measure(s)

Complete the Gem and Add It to the CanvasComplete the Gem and Add It to the Canvas

� Adding the Project Type as a Slicer Enables the Consumer to Easily and Dynamically Alter the Chart

Add a Slicer to Filter the DataAdd a Slicer to Filter the Data

Configuring Slicers on the Canvas

� Slicers Are Accessed in the Toolbox and Can Be Added to the Canvas by Dragging and Dropping Them onto the Canvas

� Multiple Slicers Can Be Added to Quickly Sort Through the Data and Alter the Appearance of the Chart

Additional Information about the SlicerAdditional Information about the Slicer

� Slicers Can Be Added to the Toolbox through an Intuitive Wizard

Define the Data Source for the SlicerDefine the Data Source for the Slicer

Define the Type of SlicerDefine the Type of Slicer

Select the SlicerSelect the Slicer

Define the Properties of the SlicerDefine the Properties of the Slicer

The Slicer Appears in the ToolboxThe Slicer Appears in the Toolbox

Notes for the Administrator

� Vision Supports the Consumption of a Performance Management Canvas as a Web Dashpart

� This Web Dashpart Is Added and Configured in Vision Like All Other Web Dashparts

� A New Web Dashpart Called Performance Management

Displaying a Canvas on the Vision DashboardDisplaying a Canvas on the Vision Dashboard

� A New Web Dashpart Called Performance Management Canvases Is Supported in Vision

� The Administrator Has the Option to Choose Which Roles Can Consume Each Respective Dashpart

Adding the Canvas as a Web DashpartAdding the Canvas as a Web Dashpart

Authentication

• Who are you?

Authorization

• What are you authorized to do?

Introduction to SecurityIntroduction to Security

• Who are you?

• Are you permitted to access the system?

• What are you authorized to do?

• What are you authorized to access?

Administrator

Project

Roles and SecurityRoles and Security

Executive

Departmental Manager

Departmental Manager

Project Manager

Task Manager

� The Performance Management Canvases Access the MSAS Cube for Determining Data Access and Not Vision Roles

� Data-level Security Can Be Leveraged Regardless of Security Defined in the MSAS Cube

� Data-level Security Is Engaged Only When Consuming the

Roles and Security (cont’d)Roles and Security (cont’d)

� Data-level Security Is Engaged Only When Consuming the Canvas as Part of a Web Dashpart in Vision

� The Canvas Will Determine Access in the Form of a Slicer That Is Based on a Role

� DSP Supports the Following Authentication Providers: Anonymous, Basic, NTLM, and Windows Integrated Security

Assigning Security Within DSPAssigning Security Within DSP

� DSP Allows the Administrator to Assign Roles Based on the Authentication Provider

Assigning Roles Assigning Roles

� Vision Performance Management Is a Powerful Tool to Analyze the Trends in Your Business

� The Intuitive Canvas Designer Allows Virtually Anyone in the Enterprise to Quickly Chart and Graph Information

� Implementing a Performance Management Solution

ConclusionConclusion

� Implementing a Performance Management Solution Empowers Users to Make Intelligent Decisions

Q&A Q&A

� The Following Session Provides Additional Information on the Performance Management Dashboard Capabilities

� VI-113: Introducing the Deltek Vision® Performance Management

Dashboards

� Visit the Sales Kiosk in the Solutions Pavilion for More

Information

Call to ActionCall to Action

Information

� Contact your Deltek Solutions Development Executive for an Implementation Plan