Wiley microsoft office performancepoint server 2007 aug 2008 ISBN 0470229071 pdf

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

Microsoft Office
PerformancePoint
Server 2007
Elaine Andersen
Bruno Aziza
Joey Fitts
Steve Hoberecht
Tim Kashani

Wiley Publishing, Inc.

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Microsoft Office
PerformancePoint
Server 2007

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

Microsoft Office
PerformancePoint

Server 2007
Elaine Andersen
Bruno Aziza
Joey Fitts
Steve Hoberecht
Tim Kashani

Wiley Publishing, Inc.

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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 9 8 7 6 5 4 3 2 1
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)
1. Microsoft PerformancePoint server. 2. Performance — Management — Computer
programs. 3. 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.

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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

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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 6 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).
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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.

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Credits

Executive Editor
Bob Elliott
Development Editor
Kenyon Brown
Production Editor

Vice President and

Executive Group Publisher
Richard Swadley
Vice President and
Executive Publisher
Joseph B. Wikert

Dassi Zeidel

Project Coordinator, Cover
Lynsey Stanford

Copy Editor

Proofreader
Kathryn Duggan

Foxxe Editorial Services
Editorial Manager
Mary Beth Wakefield
Production Manager
Tim Tate

Indexer
Robert Swanson
Cover Image
 George Diebold/
Solus Photography/Veer

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Acknowledgments

Many people contributed to the success of this product and this book. The
PerformancePoint Server research and development, marketing, and sales
teams combine great experience, unsurpassed passion, and amazing drive to
do the right thing for customers.
To Rachel Vigier, without whom this book would never have been written.
To Ola Ekdahl for his deep technical experience and without whom IT

Mentors would be far more boring (although we would have three more
laptops and several more cell phones). Finally, to all the members of IT
Mentors who helped (or were forced) to read draft after draft.
Steve Pontello and Alyson Powell Erwin are genuine experts in the world of
analytics; they effortlessly blend the real world of business and decision making with the technical complexities of Multidimensional Expressions (MDX).
Without their guidance, enthusiasm, and direction, we would all have had a
much steeper mountain to climb. Many thanks to both of them for their always
useful, always usable MDX samples and recommendations.
Much gratitude to Greg Bernhardt for his design expertise and tireless
advocacy for elegant and usable designs. He inspires exceptional work and
asks nothing less of himself.
Thanks to Josh Zimmerman, our security guru, for his patience with those
of us who really have no clue how it works. And to Shannon House for her
insight into how customers can be successful, and other valuable insights
gained in the trenches. And to Rex Parker for his dashboard layout guidance
and blog entries.
A special appreciation for the leadership and early vision of Lewis Levin,
who began performance management efforts at Microsoft. To Peter Bull, who
has continued to carry forward and develop the vision and ensures that the
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Acknowledgments

product delivers it. Peter has been instrumental in defining what is needed
and why. To Oleg Ovanesyan for his counsel and help in relating core
technical issues to business concepts and key stakeholders. Many insights
and much inquiry into key aspects of a business application from a business
user’s perspective came from Eric Danas and Greg Parrott. To Mark Yang for
the great partnership in delivering on the vision and the great debate and
discussion of possible solutions.
Thanks for technical reviews from Patrick Baumgartner, Shelby Goerlitz,
Nathan Halstead, Parul Manek, Srini Nallapareddy, Scott Sebelsky, Barry
Tousley, and Roberta Vork. We sincerely appreciate all your help with content
accuracy and guidance on communication.
To Michael Knightley, Elizabeth Smith, and Trevor Jones from Thorogood
Associates for their contributions on how to effectively utilize partners and
approach a performance management solution. We greatly appreciate the
insights their over 20 years in the industry provided and are grateful for their
contribution to this book.
Finally, thank you Bill Baker, Bob Lokken, Russ Whitney, Stephen Rauch,
Kirk Haselden, Thierry D’Hers, Corey Hulen, Kevin Berens, Leif Brenne,
Chen-I Lim, Melanie Swarner, Ramesh Arimilli, Carlos Veiga De Vincenzo,
and, of course, Christine Bishop, Scott Allen, Ben Green, Tony Robinson, Tony
Crowhurst, Nick Barclay, and Adrian Downes, and Guy Weismantel.

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Contents at a Glance

Foreword

xxvii

Introduction

xxxi

Part I

Performance Management and Microsoft
PerformancePoint Server

1

Chapter 1

Microsoft’s Performance Management Strategy

3

Chapter 2

Microsoft PerformancePoint Server Fundamentals

15

Chapter 3

Setting Up and Configuring PerformancePoint Servers

39

Part II

PerformancePoint Monitoring and Analytics

59

Chapter 4

PerformancePoint Monitoring and Analytics Architecture:
Overview

61

Chapter 5

Implementing Scorecards and KPIs

89

Chapter 6

Developing Effective Analytic Views

119

Chapter 7

Creating Effective Dashboards

157

Chapter 8

Supplementing Dashboards with Reports

191

Chapter 9

Implementing Security Controls

211

Part III

PerformancePoint Planning

217

Chapter 10 Planning Overview

221

Chapter 11 Application Components

239

Chapter 12 Business Rules

259

Chapter 13 Data Integration

277

Chapter 14 Reports and Forms

291
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Contents at a Glance
Chapter 15 Security and Roles

309

Chapter 16 Data Process

319

Chapter 17 Deployment and Migration

329

Part IV

Successfully Engaging Users in Monitoring, Analytics, and
Planning

341

Chapter 18 Bringing Monitoring, Analytics, and Planning Together

343

Chapter 19 Planning and Maintaining Successful Dashboards

367

Chapter 20 Planning Application Development

377

Index

395

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Contents

Foreword

xxvii

Introduction

xxxi

Part I
Chapter 1

Chapter 2

Performance Management and Microsoft
PerformancePoint Server
Microsoft’s Performance Management Strategy
Traditional Approaches to Business Intelligence
Personal, Team, and Organizational BI
Functionality
An Integrated Solution
The Economic Model
A Simple Formula
PM Is Good
IWs Are Everywhere
Increase ROI, Decrease TCO
The Information Worker — The Core of
Microsoft’s Business
Summary
Notes
Microsoft PerformancePoint Server Fundamentals
Trusting Your Data — The Business Intelligence Platform
Personal BI and Individual Productivity
Team BI Tools and Collaboration
Corporate BI and Alignment

How Does the PerformancePoint Server Story Come
Together?
The Analysts
The Contributors
The Executives

1
3
3
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6
7
8
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Flexibility, Security, and Auditability
Collaborative, User-Friendly, and Contextual
Aligned, Actionable, and Accountable

Chapter 3

22
23
24

Monitor, Analyze, and Plan
Monitor
End-User Experience and Information Portability
Information Consistency
Collaboration and Unstructured Information
Analyze

Analytical Paradox
Aligned and Thin Analytics
Analytics Made Easy: Cross-Drilling
Web and Office Integration
Planning
The Modeler
The End-User Experience
Performance Management Is More Than Just Numbers
Summary
Notes

24
24
25
26
27
28
29
29
30
31
32
32
34
35
37
37

Setting Up and Configuring PerformancePoint Servers
Monitoring Server

Hardware Prerequisites
Software Prerequisites
System Requirements
Installing and Configuring Monitoring Server
Authentication Options
Application Pool User Identity
Connection Per User
Kerberos
Custom Data
Secure Socket Layer
Microsoft SharePoint Server Settings
Excel Services Settings
Configure Root Site
Reporting Services Settings
ProClarity Analytics Server Settings
Apply the PAS Hotfix
Best Practice Monitoring Server Installation
Planning Server
Hardware Prerequisites
Software Prerequisites
System Requirements
Installing and Configuring Planning Server
Authentication Options
Global Administrator
Service Identity

39
39
39
40

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45
45
45
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Contents
Kerberos
Secure Socket Layer

56
56

Installing the Planning Clients
Excel Add-In Client
Business Modeler Client
Best Practice Planning Server Installation
Summary

56
56
57
57
57

Part II

PerformancePoint Monitoring and Analytics

59

Chapter 4

PerformancePoint Monitoring and Analytics Architecture:
Overview
Product Overview
Collaborative Performance Management
Pervasive Performance Management
System Architecture
Dashboard Designer
Consumer
Monitoring Server
Deployment Topology
Application Concepts
Dashboards
Scorecards
Report Views
Scorecards
Analytic Charts and Analytic Grids
Strategy Maps
Excel Services
Reporting Services
Trend Analysis
Filters
Custom MDX
Time Intelligence
Custom Properties
Data Sources
Analysis Server Data Sources

SharePoint List
SQL Server Table
Excel 2007
Excel Services
ODBC Connections
Fixed Values
Workflow Concepts
Creating Content — Dashboard Designer
Step 1: Create a Workspace
Step 2: Create Elements
Step 3: Configure Elements

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61
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65
66
68
69
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Step 4: Configure Scorecard
Step 5: Configure Dashboard
Step 6: Deploy Dashboard
Data Sources
Reports
Dashboards
Deploying Content — Dashboard Designer
Update
Refresh
Publish
Deploy
Consuming Content — SharePoint
Viewing
Analyzing

Summary
Notes
Chapter 5

Implementing Scorecards and KPIs
Scorecards: Distributing Metrics to the Masses
What Is a Scorecard?
Scorecards and Performance Management Methodologies
Balanced Scorecard: Scorecard, Methodology, or Both?
Even a Simple Scorecard Provides Value
Scorecard Key Performance Indicators
What Are Key Performance Indicators?
Key Performance Indicator Components
Key Performance Indicators and Data Sources

Storing Key Performance Indicators
Best Practices KPIs
Creating KPIs
KPI Types and Calculations
Standard KPIs (Leaf Level)
Standard KPIs (Non-Leaf-Level)
Objective KPIs
Best Practices Calculations
KPI Banding
Step 1: Calculate the Band by Value (BBV)
Step 2: Identify the In-Band Value (IBV)
Step 3: Calculate the Normalized Band by Value (NBV)
Scoring Rollup to Objectives
Fine-Tuning Rollup Types
KPI Weighting on the Scorecard
What Are Indicators?
Creating Indicators
Fine-Tuning KPIs with Thresholds
Creating Custom Indicators
Best Practices Indicators

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Contents
Creating Additional Actual and Target Values
Creating Trend Values
Best Practices Trends

115
115
117

Summary
Notes

117
117

Chapter 6

Developing Effective Analytic Views
Understanding OLAP
Dimensions
Hierarchies
Lists and Sets
Calculations
Discover, Create, and Deploy
Translating Data into Insight
Creating Successful Views
Providing Context
Ensuring Relevance
Using PerformancePoint to Create Analytic Views
Placing Items in the View
Selecting Items for the View
Selecting the View Type
Using Advanced Visualizations
Using MDX Mode
Business Users: Gaining Insight
Use Filters
Drill Down and Drill Up
Drill Down To (Cross-Drilling)

Show Details
Sort
Export to Excel
Summary

119
120
120
121
122
123
124
125
125
128
128
129
130
134
135
139
141
146
146
147
149
153
154
154
155

Chapter 7

Creating Effective Dashboards
Successful Dashboards
Creating and Deploying Dashboards
Creating a New Dashboard
Managing Pages
Configuring Zone Layout and Size
Creating Interactive Dashboards Using Filters
Creating MDX Query Filters
Using Filter Link Formulas
Creating Time Intelligence Filters
Simple Time Period Specification
Creating Time Intelligence Filters
Step 1: Configure Mapping for the Data Source
Step 2: Apply Filters
Step 3: Add the Filter to the Dashboard
Creating Time Intelligence Post Formulas

157
157
159
159
160
162
166
170
171
172

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176
176
176

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Contents

Chapter 8

Adding Reports
Best Practice Reports
Adding Filters to Dashboard Zones
Enabling Filters for Analytic Grids and Charts
Connecting Filters to Scorecard and Reports Views
Using the Display Condition Option

Connecting Scorecard KPIs to Report Views
Centralizing Dashboard Elements
Summary

177
179
179
181
183
185
187
188
190

Supplementing Dashboards with Reports
Reports Answer the ‘‘What?’’ Question
Strategy Maps
Designing Effective Strategy Maps
Creating Strategy Maps
Step 1: Create the Map Layout in Visio
Step 2: Create and Name the Strategy Map
Step 3: Select the Scorecard
Step 4: Create the Strategy Map
Step 5: Connect and Configure the KPIs
Step 6: Publish the Strategy Map
Step 7: Add the Strategy Map to the Dashboard
Excel Services
Step 1: Publish Excel Spreadsheets to SharePoint
Step 2: Create a New Report
Step 3: Link to the SharePoint Site

Step 4: Publish the Report
Step 5: Add the Report to the Dashboard
Reporting Services
Step 1: Publish RDL Files to SharePoint
Step 2: Create a New Report
Step 3: Link to the SharePoint Site
Step 4: Publish the Report
Step 5: Add the Report to the Dashboard
Trend Charts
Step 1: Enable DataMining in Analysis Services
Step 2: Configure Server Options in Dashboard Designer
Step 3: Create New Report
Step 4: Select a Scorecard and KPI
Step 5: Set Report Properties
Step 6: Publish the Report
Step 7: Add the Report to the Dashboard
Best Practices for Reports
Summary
Notes

191
191
193
194
196
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197
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Contents
Chapter 9

Implementing Security Controls
Application-Level Security
Item-Level Security
Summary

211
211
214
216

Part III

PerformancePoint Planning

217

Chapter 10 Planning Overview
Product Overview

Personas
The Business Analyst
The Input Contributor
The Dangerously Technical and Business Savvy
The IT Administrator
Application Cycle
System Architecture
Clients
Web Services
Server
Front-End Server
Back-End Server
Data Manager
Process Manager
Security and Administration
Other Services
Server Processing
Synchronous and Asynchronous Processing
Process Intervals
Data Submission Flow
Deployment Topology
Application Concepts
Applications
Model Sites
Model Site Considerations
Application Calendar
Time Setup
Calendar Views
Summary
Notes

221
221
221
222
222
222
223
223
224
224
225
225
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226
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229
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Chapter 11 Application Components
Business Application Type Library
Object Types
Type Behavior and Interaction
Dimensions
Dimensional Modeling
Dimension Overview

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240
241
241
243

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Contents
Attributes
Membersets
Memberset Views
System-Defined Dimensions
Account
Currency
Entity
Scenario
Business Process
Flow
Consolidation Method
Exchange Rate
Special-Case Dimensions
Time
TimeDataView
Users
Intercompany
User-Defined Dimensions

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248

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250
250
250
250
250
251
251
251

Models
Model Types
Financial
Generic
Assumption
Exchange Rate
Model Dimensions
Linked Assumption Models
Properties
Behavior Properties
Value Properties
Business Rules
Associations
Summary

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252

253
253
253
254
254
256
256
257
257
257
258

Chapter 12 Business Rules
Calculation Engine Overview
Business Rules Defined
Rule Sets
PerformancePoint Expression Language
Type Behavior
Rule Types
Financial Rules
Allocation Rules
Assignment Rules
Definition Rules

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263

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Contents xxiii
Outbound Rules
Implementation Types
Rule Templates
Parameters and Variables
Parameter and Variable Types
Publication as Jobs
Rule Security

264
264

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269
269
270
270

Financial Intelligence
Financial Rules
Currency Conversion
Intercompany Reconciliation
Eliminations
Financial Jobs
Currency Jobs
Reconciliation Jobs
Consolidation Jobs
Data Jobs
Summary

272
272
273
273
274
275
275
275
275
276
276

Chapter 13 Data Integration
Data Integration Architecture
Application Database
Staging Database
Outbound Database
Data Integration Process
Synchronization
Loading
Data Refresh
Application Data Lifecycle
Preparation
Dimensions and Hierarchies
Model Data
Validation
Performance
Troubleshooting
Summary

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283

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Chapter 14 Reports and Forms
Excel Client
Client Functionality
Add-In Menu Options
Caching and Offline Behavior
Reports
Jobs

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