Creating Dashboards with Performance Point

Monitoring & AnalyticsTim Toennies

Covenant Technology Partners

Agenda

Why do we need Performance Management?Integration with the MS BI stackHistory & roadmap of PPS M&AArchitectureDeployment options & challengesComponents needed for setupDashboard data sourcesSecurity

◦Kerberos BreakDemo, creating a Dashboard Resources

Why Performance Management

Why did it happen?Analytics

What happened?Reporting

What will happen?Forecasting

What do I want to happen?

Planning, Budgeting,

Consolidation

What is happening?Scorecards and

DashboardsThis is PPS

M&A!

END USER TOOLS & PERFORMANCE MANAGEMENT APPS

ExcelPerformancePoint

Server

BI PLATFORM

SQL Server Reporting Services

SQL Server Analysis Services

SQL Server DBMS

SQL Server Integration Services

SharePoint Server

DELIVERY

Reports Excel Workbooks

AnalyticViews PlansDashboards Scorecards

History & Roadmap of PPS M&A

2005June,2003

SQL Server Accelerator for BI

Business Scorecard Manager

April, 2006

ProClarity PPS M&A RTM

Sept, 2007

PPS M&A SP1

June, 2008

PPS M&A SP2

Dec, 2008

?PPS V2 (release w/

Office 14)

Early 2010

PPS M&A Architecture

Deployment options

Single Server ◦Test/development or VPC

Typically have a three server deployment◦Database◦SharePoint◦PPS – M&A

Monitoring Server Web Service Dashboard Web Preview Monitoring Central

Components needed for setup

Database◦SQL 2005 or SQL 2008 supported with PPS SP2

IIS ◦Server 2008 supported with PPS SP2

SharePoint or WSSSQL Reporting Services

◦Currently SSRS 2008 Integrated Reports do not work

ASP.NET 2.0ASP.NET 2.0 AJAX Extensions 1.0SQL Server native clientSSAS ADOMD.Net client

PPS Monitoring Components

• PerformancePoint Dashboard Designer• PerformancePoint Monitoring System Database• PerformancePoint Monitoring Server

• PerformancePoint Monitoring Server Web Service• PerformancePoint Dashboard Web Preview• Monitoring Central

• Dashboard Designer is Deployed

• SQL Server 2005 SP2 Reporting Services integration• PerformancePoint Dashboard Viewer WebPart for

SharePoint Services• PerformancePoint Monitoring Plug-In for Report

Designer (Visual Studio 2005) 

PPS Dashboard Designer Components

Scorecard ElementsKPI’s

◦Business metrics that monitor progress of a company’s goals.

Data Sources◦Relational, OLAP, Excel spreadsheets &

services, SharePoint list, ODBC, ADOMD.NetIndicators

◦Represent KPI dataDashboards

◦Display hierarchical elements of KPI’sReports

Security & Kerberos

Use separate accounts for MOSS & PPSConfigure MOSS to use KerberosConfigure IIS for the PPSMonitoring &

MOSS sites◦ cscript adsutil.vbs SET

w3svc/SiteNumber/Root/NTAuthenicationProviders “Negotiate,NTLM”◦ Modify web.config file of PPS MonitoringService

Configure SPN’s◦ For both the web site service account & all data source service accounts

Configure PPS app pool accounts◦ PPSMonitoringPreview, PPSMonitoringWebService

On client computers add sites to the trusted sites list

Demo

Resources

Two PPS M&A Video tutorials◦ http://office.microsoft.com/en-us/training/CR102910981033.asp

x PPS MSDN web site

◦ http://msdn.microsoft.com/en-us/office/bb660518.aspx PPS Technet web site

◦ http://technet.microsoft.com/en-us/library/bb794633.aspx M&A Planning & Architecture

◦ http://technet.microsoft.com/en-us/library/bb905542.aspx Online training courses (modules 10-14)

◦ http://denglishbi.spaces.live.com/blog/cns!CD3E77E793DF6178!235.entry

Configure M&A to use Kerberos◦ http://technet.microsoft.com/en-us/library/bb794642.aspx

Solving a typical data source connection problem◦ http://nickbarclay.blogspot.com/2007/11/pps-data-source-conne

ction-problems.html

More Resources

Deploying Dashboard Viewer web part to new Web Application◦ http://denglishbi.spaces.live.com/blog/cns!CD3E77E793DF6178!612.entry

3rd party product to print PPS Dashboards (still in Beta)◦ http://bimvp.com/blogs/bsm/archive/2008/11/10/need-to-print-pps-dashboards-an

d-don-t-want-all-the-html-and-sps-stuff.aspx Differences in BI features between PPS & MOSS

◦ http://blogs.msdn.com/normbi/archive/2008/08/29/performancepoint-server-kpis-and-office-sharepoint-server-kpis.aspx

Performance tuning and capacity planning for PPS M&A (White Paper)◦ http://technet.microsoft.com/en-us/library/bb660539.aspx

Blog Resources

http://blogs.msdn.com/performancepoint/default.aspx

http://blogs.msdn.com/kevinwhite/default.aspx

http://performancepointblog.com/

http://iantien.spaces.live.com/

http://performancepoint07.blogspot.com/

http://bizsharpie.spaces.live.com/

http://blogs.msdn.com/jasonmorales/

http://nickbarclay.blogspot.com/