Wiley microsoft office performancepoint server 2007 aug 2008 ISBN 0470229071 pdf

Andersen ffirs.tex V3 - 06/30/2008  Microsoft Office PerformancePoint Server 2007 Elaine Andersen Bruno Aziza Joey Fitts Steve Hoberecht Tim Kashani Wiley Publishing, Inc 2:52pm Page iii Andersen ffirs.tex V3 - 06/30/2008 Microsoft Office PerformancePoint Server 2007 2:52pm Page i Andersen ffirs.tex V3 - 06/30/2008 2:52pm Page ii Andersen ffirs.tex V3 - 06/30/2008  Microsoft Office PerformancePoint Server 2007 Elaine Andersen Bruno Aziza Joey Fitts Steve Hoberecht Tim Kashani Wiley Publishing, Inc 2:52pm Page iii Andersen ffirs.tex V3 - 06/30/2008 Microsoft Office PerformancePoint Server 2007 Published by Wiley Publishing, Inc 10475 Crosspoint Boulevard Indianapolis, IN 46256 www.wiley.com Copyright  2008 by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada ISBN: 978-0-470-22907-1 Manufactured in the United States of America 10 No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600 Requests to the Publisher for permission should be addressed to the Legal Department, Wiley Publishing, Inc., 10475 Crosspoint Blvd., Indianapolis, IN 46256, (317) 572-3447, fax (317) 572-4355, or online at www.wiley.com/go/permissions Limit of Liability/Disclaimer of Warranty: The publisher and the author make no representations or warranties with respect to the accuracy or completeness of the contents of this work and specifically disclaim all warranties, including without limitation warranties of fitness for a particular purpose No warranty may be created or extended by sales or promotional materials The advice and strategies contained herein may not be suitable for every situation This work is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services If professional assistance is required, the services of a competent professional person should be sought Neither the publisher nor the author shall be liable for damages arising herefrom The fact that an organization or Website is referred to in this work as a citation and/or a potential source of further information does not mean that the author or the publisher endorses the information the organization or Website may provide or recommendations it may make Further, readers should be aware that Internet Websites listed in this work may have changed or disappeared between when this work was written and when it is read For general information on our other products and services or to obtain technical support, please contact our Customer Care Department within the U.S at (800) 762-2974, outside the U.S at (317) 572-3993, or fax (317) 572-4002 Library of Congress Cataloging-in-Publication Data Microsoft Office PerformancePoint server 2007 / Elaine Andersen [et al.] p cm Includes index ISBN 978-0-470-22907-1 (paper/website) Microsoft PerformancePoint server Performance — Management — Computer programs Business — Computer programs I Andersen, Elaine, 1971HF5548.4.M5257M53 2008 658.500285’55 — dc22 2008026306 Microsoft product screen shots reprinted with permission from Microsoft Corporation Trademarks: Wiley, the Wiley logo, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc and/or its affiliates, in the United States and other countries, and may not be used without written permission Microsoft and PerformancePoint are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries All other trademarks are the property of their respective owners Wiley Publishing, Inc., is not associated with any product or vendor mentioned in this book Wiley also publishes its books in a variety of electronic formats Some content that appears in print may not be available in electronic books 2:52pm Page iv Andersen ffirs.tex V3 - 06/30/2008 To Mom and Dad, for your constant support and love And to the rest of the gang: Camille, Darlene, Gary, Emily, Melissa, Jordan, Brandon, Frederic, Jodi, Greg, Emily, Aidan, and Mason You’re what makes it all worthwhile — Elaine Andersen A` Mamie, Papy Jo et Maman, a` ma femme et mes enfants — merci de votre soutien constant et de votre amour inconditionnel — Bruno Aziza First — to my wife Juliana and daughter Sophia, te amo muito! As always, to my family — Dad, Mom, Bob, and John — my love and deep appreciation for your continued support! I’d also like to thank my dear friends who have inspired me to take on bigger challenges and also to be a better person Loke, Jake, Bruno, Ben, Eric, Brandy, John, Michele, Mikey, Paulo, Anderson, Maria Eliza, and the numerous friends who brighten my life — I have benefited from knowing such genuinely good-hearted and fun people My time with close friends is precious, and I hope you know how much it means to me Thank you! — Joey Fitts To my wife, Jannette, without whom I wouldn’t have the support and foundation to challenge myself To my wonderful children, Katie and Henry, who ensure there are never any dull moments To my parents, Clint and Donna, sister, Lani, and brother, Randy, from whom I get nothing but support and encouragement To all my colleagues on the PerformancePoint team who continue to inspire me by your passion and dedication to the product I am grateful to work with such a talented team — Steve Hoberecht To my loving wife Pamela and laughing son Timothy, who remind me daily that some things go way beyond anything we can plan, monitor, and analyze — Tim Kashani 2:52pm Page v Andersen ffirs.tex V3 - 06/30/2008 2:52pm Page vi Andersen fabout.tex V2 - 06/30/2008 2:52pm About the Authors Elaine Andersen is a senior program manager lead on the Microsoft Office PerformancePoint Server team at Microsoft For the past two years, she has focused on the analytic and dashboard features of PerformancePoint, working with an experienced and talented team of program managers, developers, and test engineers Prior to joining Microsoft, Elaine was a program manager for ProClarity Corporation, a software company that developed business intelligence (BI) products for the Microsoft platform During her years at ProClarity, Elaine contributed to the ProClarity Desktop Professional, ProClarity Analytics Server, and ProClarity Live Server product lines as both a program manager and technical writer Elaine holds a master of arts degree in Technical Communication from Boise State University in Boise, Idaho, and a bachelor of arts degree in English from Brigham Young University in Provo, Utah Bruno Aziza has led marketing, sales, and operations teams at various technology firms, including Apple, Business Objects, and Decathlon Bruno has worked and lived in France, the UK, Germany, and the United States, and holds a master’s degree in business and economics from three European institutions He currently works on Microsoft’s global business intelligence strategy and is the coauthor of Drive Business Performance: Enabling a Culture of Intelligent Execution Joey Fitts has consulted at over 25 of the Fortune 500 companies, guest lectured in Harvard’s Executive Education programs, raised over $16 million in venture capital, and served on the board of advisors for InterVivos and the Computer Technology Industry Association (CompTIA) vii Page vii Andersen viii fabout.tex V2 - 06/30/2008 About the Authors He currently works on Microsoft’s global business intelligence strategy and is the coauthor of Drive Business Performance: Enabling a Culture of Intelligent Execution Steve Hoberecht is a senior program manager lead on the Microsoft Office PerformancePoint Server team at Microsoft He is responsible for the features and functionality of the application components targeted towards planning, reporting, and consolidation scenarios Steve also supports the development and deployment activities of early adopter customers and partners Steve has been with Microsoft for 15 years and has occupied roles from finance to software quality to program management Prior to his current role, he was test manager for data access components in Microsoft SQL Server Steve began his career at Microsoft in the finance organization, where he occupied a variety of roles in accounting, operations, management reporting, and analysis Steve attended the University of Arizona and holds a bachelor of science degree in computer science from Seattle Pacific University Tim Kashani is the founder and CEO of IT Mentors, a Microsoft Gold Certified Partner The company is a leading provider of technology consulting, custom training services, and learning content production Tim and his team of technical professionals help organizations understand and apply Microsoft technology with the goal of increasing business productivity Tim was one of the first Microsoft Certified Trainers in the world He also holds a bachelor of sciences degree in information and computer sciences and a master’s degree in business administration from the University of California at Irvine Tim’s 22 years of experience in the training and consulting field have taken him to clients all over the world, including Asia, Europe, and many parts of the United States Tim has been involved in assessing the technical training needs of some of the country’s major financial corporations and helping them implement corporate technology training universities In addition to training, he has provided project coaching, architecture review, and project support to the chief information officers and senior engineers of these organizations Tim’s balanced blend of technical and business skills allows him to provide meaningful technology advice to CEOs, senior executives, and business leaders For the last five years, Tim has worked with Microsoft to develop and deploy their business intelligence offerings He and his team created the official training material for Business Scorecard Manager 2005 and PerformancePoint Server 2007 They strive to educate the world on the value of the Microsoft BI platform 2:52pm Page viii Andersen bindex.tex V1 - 06/30/2008 Index Extensible Markup Language (XML) Monitoring Server, 69 Report Wizard, 308 Extract-Transform-Load (ETL), 338 F fact table, 350–351 feedback, 12 Few, Stephen, 157 FI See Financial Intelligence Manager file and folder security Planning Server, 56 File Share Server hardware, 40 Filter link formulas, 171–172 filters, 77 Analytic Charts, 181–182 Analytic Grids, 181–182 Dashboard Designer, 66 dashboards, 166–172, 363–365 dimensions, 183–184 hierarchies, 134, 182, 363–364 limits, 169 matrix, 298 MDX Query, 168 Member Selector, 168 membersets, 363 Monitoring Server, 167 PivotChart, 166 PivotTable, 166 Report Wizard, 307 reports, 183–184 scorecards, 183–184 templates, 167 views, 146 zones, 179–181 ■ 3:19pm E–F Finance, Operations, Sales, Human Resources (FOSH), 73, 193–194 Balanced Scorecard, 94–95 KPIs, 94–95 strategy maps, 76 financial intelligence, 272–276 Financial Intelligence (FI) Manager, 228 financial jobs, 275–276 financial models, 252–253 Account, 252 Currency, 252 Entity, 252 Flow, 252–253 Scenario, 252 Time, 252 TimeDataView, 252 financial rules, 263 templates, 272 Fitts, Joey, 98 fixed values, 81–82 flags, 285 flexibility, 22–23 cross-drilling, 31 end-users, 25–26 Flow, 249 financial models, 252–253 forecasting errors, 21 Excel, 20 executives, 21 forms, 291–308 data, 297 layout, 297 Planning Server, 297 Forrester, 390 FOSH See Finance, Operations, Sales, Human Resources front-end server, 226 403 Page 403 Andersen 404 Index ■ bindex.tex V1 - 06/30/2008 F–I full migration, 336–337 PPSCmd, 336–337 functionality BI, 6–7 FX, 249 FXAD, 249 FXF, 249 FXO, 249 G GA See global administrator GAAP See Generally Accepted Accounting Principles Generally Accepted Accounting Principles (GAAP), 275 Generic models, 253 GIF, 26 global administrator (GA), 55, 310 migration, 336 grid view, 125–126, 127 chart view, 139 drill down, 87 hierarchies, 131 MDX, 143 values, 139 H Header, 162–166 hierarchies Analytic View Designer, 130–131 cubes, 140 Dashboard Designer, 121 data, 30 dimensions, 121 filters, 134, 182, 363–364 grid views, 131 loading, 283 OLAP, 121–122 reports, 182 time, 131–132 validation, 287 historic average, 269 hotfix PAS, 48 hybrid role, 222 objectives, 378 Hyperion, 10 hyperlinks, 56 HyperText Markup Language (HTML), 26 I IBV See in-band value IIS See Internet Information Services implementation types, 264 import reports, 297 in-band value (IBV), 108 incremental migration, 337 indicators, 101 best practices, 113, 114 calculations, 109 centered, 110 creating, 111 custom, 112–114 Dashboard Designer, 113–114 definition, 110 standard, 110 thresholds, 114 information consistency, 26–27 scorecards, 27 Information Dashboard Design: The Effective Visual Communication of Data (Few), 157 3:19pm Page 404 Andersen bindex.tex V1 - 06/30/2008 Index information technology (IT), 222, 378–379 administrator, 223 centralization, 379 objectives, 378 rule sets, 262 information workers, 11 INPUT, 249, 287 input contributor, 222 instances, 320 assignments, 325 cycles, 322 jobs, 327 value properties, 323 integration BI, Office, 27 SharePoint, 25 interactive dashboards, 166–172 intercompany reconciliation, 273–274 Internet Explorer, 41, 42 analytics, 31 Monitoring Server, 48 navigation, 31 scorecards, 27 Internet Information Services (IIS), 41, 42, 46, 331 Dashboard Designer, 68 Dashboard Web Preview, 70 Monitoring, 70 Planning Server, 56 IT See information technology item-level security, 214–216 IWs, 8–9 J Job Status, 297 Jobs, 297 ■ 3:19pm I–K jobs, 261, 326–327 business rules, 270 consolidation, 275 currency, 275 cycles, 327 financial, 275–276 instances, 327 parameters, 327 reconciliation, 275 security, 327 K Kaplan, Robert, 76, 94 Kerberos delegation, 45, 56 Planning Server, 56 key performance indicators (KPIs), 60, 89–117 accountability, 99 Balanced Scorecard, 96 banding, 106–109 best practices, 104 cause-and-effect, 195 centralization, 103, 104 comparison, 92 creating, 104–105, 360–361 Dashboard Designer, 66, 99, 103 dashboards, 92 data elements, 101 data sources, 102–103 definition, 99 evaluation, 92 FOSH, 94–95 leaf level, 105–106 measures, 102 metrics, 91, 99 monitoring, 91 non-leaf level, 106 405 Page 405 Andersen 406 Index ■ bindex.tex V1 - 06/30/2008 K–M key performance indicators (KPIs) (continued) objective, 106 objectives, 91, 95–96, 98 Planning Model, 345 reports, 187–188 rollups, 109 Scorecard Builder, 99 scorecards, 72–74, 78, 90, 102, 357 SQL Server 2005, 103 SQL Server 2005 Analysis Services, 103 stakeholders, 99 strategy, 98, 99 Strategy Map Editor, 199 strategy maps, 198 success, 98 targets, 73, 92, 99 thresholds, 111–112 trend analysis, 77 trend charts, 205–206 types, 105–106 values, 99 weighting, 109–110 knowledge worker, 11 KPIs See key performance indicators L label property, 300 Landmarks of Tomorrow (Drucker), 11 layout forms, 297 reports, 297 LDAP binding, 311 leaf level KPIs, 105–106 Left Column, 162–166 line charts bar charts, 137–138 metrics, 136 linked Assumption models, 254–256 List, 172 lists OLAP, 121–122 load balancing, 331 loading, 280–281, 282 cycles, 321 dimensions, 283 errors, 289 hierarchies, 283 membersets, 284 Local System, 45 locking cycles, 323 log files Monitoring Server, 48 Planning Server, 57 M MANADJ, 249, 287 MAP See Monitor, Analyze and Plan MapPoint, 17 matrix Analysis Services, 298 dimensions, 299 filters, 298 models, 299 reports, 298, 299 styles, 303 Matrix Designer, 306 Matrix Styles, 303 MDX See Multidimensional Expressions 3:19pm Page 406 Andersen bindex.tex V1 - 06/30/2008 Index MDX Query, 77, 78, 167 business rules, 265 creating, 170–171 filters, 168 reports, 85 MDX Script, 265, 266 measures, 101 KPIs, 102 OLAP, 124 Member Selector, 134, 167 filters, 168 membersets, 244–247 dimensions, 244–246 filters, 363 loading, 284 Planning Models, 363 reports, 300–301 security, 313–314 staging database, 285 views, 246–247 meta data, 44 migration, 336 scorecards, 78 shared, 30 strategy maps, 196 Metadata Manager, 228 metrics definitions, 28 KPIs, 91, 99 line charts, 136 scorecards and, 89–98 Microsoft BI stack, 64 Microsoft Business Intelligence, 22 migration applications, 335–337 full, 336–337 GA, 336 incremental, 337 meta data, 336 ■ 3:19pm M model(s) Action pane, 294 associations, 257–258 Assumption, 253 behavior properties, 256 business roles, 314, 315–316 business rules, 257 caching, 298 cycles, 321 data, 286 dimensions, 241–243, 252–258 Exchange Rate, 253 financial, 252–253 Generic, 253 matrix, 299 properties, 256–257 Report Wizard, 307 sites, 234–235 types, 252–253 validation, 287 value properties, 257 Modeler, 23, 32–34 Business Modeler, 311 centralization, 33 Excel, 32 scaling, 33 security, 33 SQL Server Analysis Services, 33 model-to-model mapping, 33 Monitor, Analyze and Plan (MAP), 343–365 monitoring, 18, 24–28 dashboards, 24, 91 IIS, 70 KPIs, 91 reports, 24 scorecards, 24, 90, 98 Monitoring Central, 44, 68 407 Page 407 Andersen 408 Index ■ bindex.tex V1 - 06/30/2008 M–O Monitoring Plug-in Report Designer, 41, 44 Monitoring Server, 39–57, 65 Application Pool Identity, 45 architecture, 69–70 ASP.NET, 48 authentication, 45–46 best practices installation, 48 configuration, 43–46 filters, 167 hardware, 39–40 Internet Explorer, 48 log files, 48 roles, 213 server components, 41–43 software, 40–41 SSL, 48 templates, 85 XML, 69 Monitoring Server Web Service, 44, 70 APIs, 70 Monitoring System Database, 41, 44 SQL Server, 70 Morris, Phil, 10 MSXML, 42, 43 Multidimensional Expressions (MDX), 123 See also MDX Query Analytic View Designer, 141–145 grid views, 143 implementation types, 264–265 MDX Script, 265, 266 OLAP, 166 PEL, 262 Multi-Select Tree, 172 N Named Sets, 167 native implementation types, 266 NBV See normalized band by value NET Framework, 41, 42, 43, 221 Network Load Balancing (NLB), 331 Network Service, 45 NLB See Network Load Balancing non-leaf level KPIs, 106 normalized band by value (NBV), 108 Norton, David, 76, 94 O objective KPIs, 106 objectives cause-and-effect, 195 KPIs, 91, 95–96, 98 scorecards, 90 objects Business Application Type Library, 240 Planning Server, 240 ODBC See Open Database Connectivity Office, Dashboard Designer, 67 integration, 27 Web browser, 31–32 Office Design Group, 11 Office Fluent, 11 Office SharePoint Server, 42 Offline caching, 294–296 3:19pm Page 408 Andersen bindex.tex V1 - 06/30/2008 Index offline cubes, 295 Planning Server, 295 offshore development, 390–391 OLAP See Online Analytic Processing Online Analytic Processing (OLAP), 60, 84, 120–124 business rules, 260 calculations, 123–124 cubes, 121 dimensions, 120–121 hierarchies, 121–122 lists, 121–122 MDX, 166 measures, 124 scaling, 80 OPE, 249 Open Database Connectivity (ODBC), 80, 84, 102 Excel, 81 Options caching, 295 outbound database, 278, 280 outbound rules, 264 specialized implementation types, 266 output cycles, 321 P pages ASPX, 161 dashboards, 160–162 email link, 162 parameters, 260–261, 269–270 jobs, 327 types, 269–270 ■ 3:19pm O–P parent-child relationships, 284–285 Parker, Rex, 166 partnering, 386–391 PAS See ProClarity Analytic Server PDF, 26 PDW, 345–351 dimensions, 347–349 PEL See PerformancePoint Expression Language performance data, 288 map, 139 measurement, 93–94 Planning Server, 333 performance management (PM), 8, 344–345 data warehouse, 27 inhibitors to, 9–10 scorecards, 93 test, 371–375 types of, 93 PerformancePoint Expression Language (PEL), 259, 272 business rules, 261 MDX, 262 templates, 260 PERIODIC, 250 permissions See security pervasive performance management, 64–65 dashboards, 64 Web browser, 64–65 pivot table Action pane, 292 PivotChart, 84 filters, 166 409 Page 409 Andersen 410 Index ■ bindex.tex V1 - 06/30/2008 P PivotTable, 84 filters, 166 PivotTable Designer, 300 P&L See profit and loss planning, 19, 32–37, 221–237 applications, 233–237, 377–393 cycle, 223–224 clients, 224–225 dashboards, 367–376 driver-based, 254 servers, 225–232 system architecture, 224 Web Services, 225 Planning Model, 343–344 cubes, 345 dashboards, 362 dimensions, 358 KPIs, 345 membersets, 363 scorecards, 356 Planning Process Server, 55 Planning Server, 39–57 applications, 239–258 authentication, 55–56 client components, 53–54 clients, 56–57 data, 320 deployment, 232 Deployment Guide, 55 dimensions, 241–243 Excel, 56 file and folder security, 56 forms, 297 hardware, 49 IIS, 56 installation, 54–56 Kerberos, 56 log files, 57 objects, 240 offline, 295 performance, 333 reports, 297 roles, 221–223 scaling, 333 software, 49–50 SQL Server, 345 SSL, 56 system requirements, 51–52 time, 236–237 Planning System Database, 54 Planning Web Service, 54 SSL, 57 PM See performance management; project management power reader security, 212 PowerPoint Dashboard Designer, 67 scorecards, 27 PPLSrv.msi, 54 PPLXCli.msi, 56 PPSCmd, 57, 311 full migration, 336–337 procedure rule, 260 process diagrams, 367 process flow objects, 319–320 process intervals, 230 Process Manager, 227 process services, 330, 331–332 ProClarity Analytic Server (PAS), 48 hotfix, 48 ProClarity Analytics, 84 visualizations, 139, 141 , 181 production deployment, 336 3:19pm Page 410 Andersen bindex.tex V1 - 06/30/2008 Index profit and loss (P&L), 33 Project resource intelligence, 17 project management (PM), 343 proof of concept, 383–386 Protocol Handler, 56 PSCsrv.msi, 43 Publish, 86 publish reports, 296 Q Query mode, 141, 145 R Raikes, Jeff, 11 RDBMS See relational database management system RDL See Report Definition Language READ, 313 read access, 302 reader security, 214 read/write business roles, 312 security, 316–317 reconciliation jobs, 275 Refresh, 85, 294 relational database management system (RDBMS), 260 relevance, 65 analytics, 127–128 dashboards, 371 reports, 192 report(s), 66, 74–77, 291–308 Action pane, 292 ad hoc, 299–306 ■ 3:19pm P–R assignments, 323–324 best practices, 179, 208 Dashboard Designer, 84 dashboards, 177–179, 191–209 data, 297 design, 299–308 dynamic vs static, 300–303 Excel Services, 178 export, 297 filters, 183–184 hierarchies, 182 import, 297 KPIs, 187–188 layout, 297 matrix, 298, 299 MDX Query, 85 membersets, 300–301 monitoring, 24 Planning Server, 297 publish, 296 relevance, 192 row and column intersections, 304–306 security, 296 SQL Server 2005, 178 Report Definition Language (RDL), 203–204 Report Designer, 43 Monitoring Plug-in, 41, 44 row and column intersections, 307 Report Layout, 131 Report Properties, 303 Report Wizard, 306–308 filters, 307 models, 307 XML, 308 411 Page 411 Andersen 412 Index ■ bindex.tex V1 - 06/30/2008 R–S Reporting Services, 25, 77, 370 dashboards, 203–204 scorecards, 25 SharePoint, 204 Reports, 296 resource intelligence Project, 17 return on investment (ROI), 9–11, 382 reviewers, 324, 326 Right Column, 162–166 ROI See return on investment roles See also business roles best practices, 378 Monitoring Server, 213 Planning Server, 221–223 security, 309–318, 353–354 rollups KPIs, 109 root site Excel Services, 47 row and column intersections Excel Add-In, 304 Report Designer, 307 reports, 304–306 rule sets, 262 IT, 262 rules See also business rules allocation, 263 assignment, 264 currency conversion, 273 definition, 260, 264 financial, 263, 272 outbound, 264, 266 S Save Excel, 296 Save Privately, 326 scaling, 329–330 Modeler, 33 OLAP, 80 Planning Server, 333 SQL Server, 330 Scenario, 248 Dashboard Designer, 347 financial models, 252 Scorecard Builder KPIs, 99 Scorecard Viewer for Reporting Services, 41 scorecards, 24, 66, 89–117 See also key performance indicators Analysis Services, 354–360 connections, 29–30 Dashboard Designer, 66, 75, 97, 357 dimensions, 358 Excel, 27 filters, 183–184 information consistency, 27 Internet Explorer, 27 KPIs, 72–74, 78, 90, 102, 357 meta data, 78 metrics, 89–98 monitoring, 24, 90, 98 objectives, 90 Planning Model, 356 PM, 93 PowerPoint, 27 Reporting Services, 25 SharePoint, 69 simple, 97–98 strategy maps, 193 targets, 90 weighting, 109–110 3:19pm Page 412 Andersen bindex.tex V1 - 06/30/2008 Index Secure Socket Layer (SSL), 46 Dashboard Designer, 46, 68 Monitoring Server, 48 Planning Server, 56 Planning Web Service, 57 security, 22–23, 211–216 admin, 211–212 Analysis Services, 317 applications, 311–315 assignments, 324 back-end server, 227–228 Business Modeler, 312 business rules, 270–272 creator, 212 Dashboard Designer, 353–354 data, 315–317 data source manager, 212 deployment, 317 editor, 214 item-level, 214–216 jobs, 327 memberset, 313–314 Modeler, 33 power reader, 212 reader, 214 read/write, 316–317 reports, 296 roles, 309–318, 353–354 system, 309–311 shared, 30 SharePoint, 353 Selected Members, 301 Server options Dashboard Designer, 206 service identity account, 55 service packs, 43 Deployment Guide, 52 3:19pm ■ S sets See lists SharePoint, 8, 41, 221, 332 consumer, 86 Dashboard Designer, 67 dashboards, 69 document library, 161–162 Excel, 200 integration, 25 interface, 19 RDL, 203–204 Reporting Services, 204 scorecards, 69 security, 353 settings, 46–48 views, 87 SharePoint List, 102 SharePoint Server, 103 SharePoint Services, 42 architecture, 62–63 Dashboard Viewer, 41, 44 Show Details, 153–154 Simple Time Period Specification (STPS), 173, 176 Six Sigma, 73, 93 Balanced Scorecard, 94 sizing dashboards, 165–166 sorting, 154 specialized implementation types, 266 calculations, 266 outbound rules, 266 splitting zones, 164 spreading, 36 SQL implementation types, 265–266 SQL Native Client, 41 413 Page 413 Andersen 414 Index ■ bindex.tex V1 - 06/30/2008 S SQL Server, 8, 221 BI, 15–16 deployment, 332 Monitoring System Database, 70 Planning Server, 345 scaling, 330 SQL Server 2000, 103 SQL Server 2005 Excel, 103 KPIs, 103 reports, 178 SQL Server 2005 Reporting Services (SSRS), 47–48 SQL Server 2005 SP2 Analysis, 42 SQL Server 2005 SP2 Analysis Server OLEDB 9.0 Provider, 43 SQL Server 2005 SP2 Report Designer, 43 SQL Server 2005 SP2 Reporting Services, 44 SQL Server 2008, 40 SQL Server Analysis Management Objects, 42 SQL Server Analysis Services, 16 Modeler, 33 SQL Server Analysis Services 2005 (SSAS 2005), 77 architecture, 62–63 KPIs, 103 SQL Server Integration Services, 16 SQL Server Native Client, 42 SQL Server Report, 84 SQL Server Reporting Services, 16, 41 SQL Server Table, 102, 123–124 SSAS 2005 See SQL Server Analysis Services 2005 SSL See Secure Socket Layer SSRS See SQL Server 2005 Reporting Services stacked bar chart, 126–127, 137–138 stacked orientation, 165 staging database, 278, 279 BizSystemFlag, 287 membersets, 285 stakeholders, 63, 375, 378 KPIs, 99 standard indicators, 110 standardization, 23 static, 300–303 STPS See Simple Time Period Specification strategy KPIs, 98, 99 Strategy Map Editor, 198 KPIs, 199 Strategy Map Scorecard, 95–97 strategy maps, 73–74, 76, 178, 193–200 Balanced Scorecard, 193–194 cause-and-effect, 76 creating, 196–200 Dashboard Designer, 196 dashboards, 200 design, 194–196 FOSH, 76 KPIs, 198 meta data, 196 publishing, 199–200 scorecard, 193 Visio, 74, 76, 195 structured data dashboards, 71–72 3:19pm Page 414 Andersen bindex.tex V1 - 06/30/2008 Index styles matrix, 303 Submit Draft, 326 success KPIs, 98 synchronization, 280, 282 synchronous processing, 229 system integration, 386–391 security, 309–311 T Tabular Values, 167 target value, 99 creating, 115 Dashboard Designer, 101 data sources, 359 targets KPIs, 73, 92, 99 scorecards, 90 TCO See total cost of ownership templates Analysis Server Data Sources, 352 calculations, 260 dashboards, 159–160 filters, 167 financial rules, 272 Monitoring Server, 85 PEL, 260 Time Intelligence, 173 variance, 267–268 Visio, 196–197 test PM, 371–375 testing applications, 335 ■ 3:19pm S–T think client applications analytics, 29 Thorogood Associates, 384 3-D shapes, 195 thresholds indicators, 114 KPIs, 111–112 trend values, 117 Time, 101, 174–175, 250 financial models, 252 time hierarchies, 131–132 Planning Server, 236–237 Time Intelligence, 77, 167 creating, 172–176 Dashboard Designer, 78 data sources, 184 templates, 173 Time Intelligence Post Formula, 78, 167 creating, 176–177 Time Series Data Mining, 77 TimeDataView, 250 financial models, 252 time-recording, 392 total cost of ownership (TCO), 9–11 Tree, 172 trend analysis KPIs, 77 Trend Analysis Chart, 84 trend charts, 178, 204–208 KPIs, 205–206 trend values, 115–117 best practices, 117 thresholds, 117 415 Page 415 Andersen 416 Index ■ bindex.tex V1 - 06/30/2008 T–V troubleshooting data, 288–289 trusted data Excel Services, 47 Trusted File Locations, 47 U UA See user administrator UDM See Unified Dimensional Model UI See user interface Unattended Service Account credentials, 47 Unified Dimensional Model (UDM), 31, 223 , 171 unstructured data, 25 dashboards, 71–72 unstructured information collaboration, 27–28 update, 85 user administrator (UA), 310 User dimension, 315 user interface (UI), 11–12 user-friendly, 23–24 end-users, 34 Users, 251 users, 385–386 business roles, 314–315 dashboards, 368–369 deployment, 334 Windows Active Directory, 311 V validation Business Process, 287 Currency, 286–287 dimensions, 286–287 errors, 288–289 hierarchies, 287 models, 287 value properties instances, 323 models, 257 values See also actual value; target value BBV, 107–108 fixed, 81–82 grid views, 139 IBV, 108 KPIs, 99 trend, 115–117 variables, 269 variables, 260–261, 269–270 Business Modeler, 269 types, 269–270 values, 269 variance templates, 267–268 views See also chart view; grid view drill down, 147–149 drill up, 147–149 filters, 146 membersets, 246–247 SharePoint, 87 types, 135–139 Visio data visualization, 17 strategy maps, 74, 76, 195 templates, 196–197 visualization, 17 Visual Studio, 43, 44 visualizations, 139–141 dashboards, 368 data, 17 3:19pm Page 416 Andersen bindex.tex V1 - 06/30/2008 Index ProClarity Analytics, 139, 141 Visio, 17 W Web browser See also Internet Explorer Office, 31–32 pervasive performance management, 64–65 Web Services, 330, 331 planning, 225 web.config, 47 weighting KPIs, 109–110 scorecards, 109–110 Welsh, Jack, 21 Windows Active Directory users, 311 WITH MEMBER, 145 Workflow Process, 230 Workspace tab, 103, 188, 189 ■ WRITE, 313 Entity, 315 write descendants, 317 writeable region, 231 X XML See Extensible Markup Language Y year-to-date (YTD), 247 YTD See year-to-date Z zip file export, 297 zones dashboards, 162–166 filters, 179–181 splitting, 164 3:19pm V–Z 417 Page 417 ... 06/30 /2008 Microsoft Office PerformancePoint Server 2007 2:52pm Page i Andersen ffirs.tex V3 - 06/30 /2008 2:52pm Page ii Andersen ffirs.tex V3 - 06/30 /2008  Microsoft Office PerformancePoint Server. .. Cataloging-in-Publication Data Microsoft Office PerformancePoint server 2007 / Elaine Andersen [et al.] p cm Includes index ISBN 978-0-470-22907-1 (paper/website) Microsoft PerformancePoint server Performance... Server 2007 Elaine Andersen Bruno Aziza Joey Fitts Steve Hoberecht Tim Kashani Wiley Publishing, Inc 2:52pm Page iii Andersen ffirs.tex V3 - 06/30 /2008 Microsoft Office PerformancePoint Server 2007