Hi everyone, this is Joanne again. A frequent request from users is providing solutions on how PerformancePoint can work with other applications, and, in particular, Project Server data. Recently Michael Jordan (not the basketball player) presented a lab at TechReady on Enterprise Project Management (EPM) and Data Visualization using Microsoft BI tools and solutions. One of the topics he addressed was how to use the Monitoring & Analytics aspect of PerformancePoint Server for advanced data visualization.
Using a simple dashboard, he demonstrated how you can monitor Project Management health based on selected KPIs. The actual and target values for two KPIs (cost and work) were taken from a Project Server OLAP cube. The third KPI was an internal satisfaction that was a fixed value indicator. In a real production environment it could roll up from other indicators monitoring different aspects of internal project management processes.
Another feature he demonstrated was creating a report analyzing cost breakdown across programs in the organization, and then he linked the report to the cost KPI. In this way, as soon as the cost KPI is selected the report gets generated.
Here is an example, condensed from Michael's presentation. While this doesn't include every single click, and is highly condensed from his classroom lab, it does cover the key aspects you need to accomplish this solution. Remember that this showcases basic fundamentals; you can develop very sophisticated Dashboards and Reports that will simplify your life!
I. Create a data source: The first step is defining a data source. When you select "create a new data source" make sure to select Analysis Services from the Multidimensional category. As you work through the Editor, you will be asked to provide the server type, the database, and the cube. Complete this with the details from your Project Server cube.
II. Create a scorecard: There are several important steps to call out here.
As you create a new scorecard, select Analysis Services from the Microsoft category. Click OK to launch the Create an Analysis Services scorecard wizard. Among other items, you will be prompted to select a data source. Choose the Project Server PortfolioAnalysis cube data source that you defined in Step I.
In the Select a KPI source step of the wizard, make sure to select Create KPI from SQL Server Analysis Services measures. In the Select a KPIs to import step of the wizard:
- Click Add KPI five times, until you see both Cost and Work KPI.
- Delete 2nd, 3rd and 4th KPI - Overtime Cost, Actual Cost ,and Actual Overtime Cost by selecting them and then clicking Delete Selected KPIs. You should now see only Cost and Work KPIs.
For the Cost KPI do the following:
- In the Actual column select Actual Cost
- In the Band Method select Decreasing is Better
Do the same for Work KPI:
- In the Actual column select Actual Work
- In the Band Method select Decreasing is Better
III. Modify KPIs: Modify any KPI you wish.
IV. Create a new KPI: Use the wizard to create a Satisfaction KPI.
V. Create a new Objective: Create an objective to roll up the three other KPIs.
VI. Customizing the Scorecard: Customize the layout of the KPIs.
VII. Creating a new report: Using the data from your Project Server cube, create a Cost Drilldown Report.
VIII. Creating a new dashboard: Include your Project Management scorecard and the Program Cost Drilldown Report on your dashboard. Place the Program Cost Drilldown report into the Dashboard Content zone of the Editor below the Project Management Scorecard.
- In the Editor, locate the Display Condition item with a document and a magnifying glass icon in the Project Management Scorecard. Drag this item below onto the Program Cost Drilldown Report. A Display Condition Editor appears; select Cost.
