ca project & portfolio management: business intelligence
TRANSCRIPT
World®’16
CAProject&PortfolioManagement:BusinessIntelligence
LindaWrayCATechnologies
AMX65E
AGILEMANAGEMENT
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ForInformationalPurposesOnlyTermsofthisPresentation
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Abstract
Thiscourseisforthebusinessinformationproviderwhomustdeterminethemetricneedsandeasywaysinwhichtowowthecustomerbase.ThiscourseisalsoforthebusinessinformationconsumerwhoneedsimmediateaccesstoactionablePPMinformationtoperformtheirjobs.
LyndaWray
CATechnologies
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Agenda
OVERVIEWOFCAPPMBUSINESSINTELLIGENCEOPTIONS
KEYFEATURESANDCAPABILITIESOFPPMADVANCEDREPORTING
ADVANCEDREPORTINGCONSIDERATIONS&CHALLENGES
ADVANCEDREPORTINGBESTPRACTICES
1
2
3
4
CAPPMBIINTEGRATION5
ADVANCEDREPORTINGMIGRATIONS&TOOLS6
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OverviewofCAPPMBusinessIntelligenceOptions
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OverviewofCAPPMBusinessIntelligenceOptions
§ PPMPortlets&PortletPages
§ PPMDashboards
§ AdvancedReporting– AdHocViews(DynamicLayouts)
§ AdvancedReporting– AdHocReports(DynamicLayouts)
§ AdvancedReporting– JSReports(StaticLayouts)
§ AdvancedReporting- Dashboards
OOTBReportingTechnologies
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OverviewofCAPPMBusinessIntelligenceOptions
§ CAPPMPWPDataExtractionUtility
§ CAPPMPWPDataAdapters
§ MicrosoftPowerBI
§ Tableau
§ QlikView
§ Tibco Spotfire
AdditionalReportingTechnologies
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OverviewofCAPPMBusinessIntelligenceOptionsAdditionalReportingTechnologies
§ CAPPMPWPDataExtractionUtility
§ CAPPMPWPDataAdapters
§ MicrosoftPowerBI
§ Tableau
CurrentlyAvailableAvailableOn-Premise
APIsPlannedforSaaS15.2
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OverviewofCAPPMBusinessIntelligenceOptions
§ CAPPMPWPDataExtractionUtility
§ CAPPMPWPDataAdapters
§ MicrosoftPowerBI
§ Tableau
§ Qlikview
§ Spotfire
AdditionalReportingTechnologies
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OverviewofCAPPMBusinessIntelligenceOptionsTechnologyCategorizations
Technology Purpose
PPMPortlets&PortletPages Quickaccess toPPMdatawithintheapplication.ChartsandTablesPPMDashboards Swiftly groupmultipleportlets inasingleview
AdvancedReporting– AdHocViews Drag anddropcapabilitiesallowdynamicdataanalysisandexportAdvancedReporting – AdHocReports ReportscreatedfromAd HocViews.Addadditionalfunctionalities
suchasconditionalformatting,scheduling,andcontrolledcontent.AdvancedReporting– JSReports ReportscreatedusingJaspersoft Studio.ComparabletoCrystal
Reports.Complexreportoutputs,scheduling,anddrivenbyrawSQL.AdvancedReporting– Dashboards Single viewofselectedobjectscreatedwithinAdvancedReportingCAPPMPWPDataExtractionUtility Scheduleextracteddata fromPPMintotablesorvariousfileformatsCAPPMPWPDataAdapters ImportdataintoPPMusingPPMSaaSsupportedfunctionalitiesMicrosoftPowerBI&Tableau InteractiveDataVisualization tools
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KeyfeaturesandcapabilitiesofPPMAdvancedReporting
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OverviewofCAPPMReportingCAPPMDataArchitecture
CAPPMDatabase
BusinessLogicandLabelswhichallowAd-Hoc
Analysiswithouttechnicalexpertise
Reports
BothWebBasedAd-HocReportingandFull-Client
reports
Embedded:Pentaho Data
IntegratordrivesETLLoad
CAPPMDataWarehouse
Jaspersoft Domains(SemanticLayer)
ETLProcess
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Jaspersoft ReportingFrameworkReview
PPMTransactional
CAPPMDomains
DataWarehouse
StudioReports Dashboards
AdHocViews
AdHocReports
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AdvancedReportingFeaturesandCapabilities
§ JasperReportsServer– HomePage– Availableitems
basedonusersecurity
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AdvancedReportingFeaturesandCapabilities
§ DynamicDomainUpdates– Domainsanddatawarehouse
updatedwithcustomobjectsandattributes
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AdvancedReportingFeaturesandCapabilities
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AdvancedReporting
§ JasperReportsServer– Ad-HocViewDesign
FeaturesandCapabilities
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AdvancedReporting
§ JasperReportsServer– Interactive(Web-Based)Report
FeaturesandCapabilities
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AdvancedReportingFeaturesandCapabilities
§ JasperReportsServer– Interactive(Web-
Based)ReportViewedinCAPPMPortletPage
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AdvancedReportingFeaturesandCapabilities
§ JaspersoftStudio– FullClientreport
developmenttool
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AdvancedReportingFeaturesandCapabilities
§ JaspersoftStudioSampleOutput
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AdvancedReporting
§ JaspersoftStudioOOTBreportinCAPPMportletpage
FeaturesandCapabilities
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AdvancedReportingFeaturesandCapabilities
§ JaspersoftStudioDashboard
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AdvancedReportingConsiderations&Challenges
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DomainConsiderations§ Thefollowingitemsarenotcurrentlysupportedindomains:
– Aggregateawarenessorcontrollingthejoins(contexts)– Linkingdomainstogether– Nestedqueries– OnlyequijoinsaresupportedintheDomainDesignerUI
§ JoinsbasedonconstantsaresupportedattheXMLlayer,butassoonasthedomainissavedinDomainDesignerthosechangesgetlost.
§ BelowaresomeoftheJOINoperatorsorWHEREclauseconditionsthatarenotsupported:– IsNotEqualTo,Or,IsNull/IsNotNull,IsGreaterThan/IsLessThan,In,Exists/
NotExists
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DomainConsiderations§ Thefollowingarenotcurrentlysupportedindomains(cont.):
– DynamicDomainUpdatesforCustomdomains– CAPPMdomainsshouldnotbechangedbycustomersastheywillbe
overwritten§ Customerscanmakeacopyofourdomain,placeitinanotherlocationintherepository,andmaketheirownchanges.Changeswillneedtobedonemanuallybythecustomer.
– MigrationofOOTBdomainsbetweenenvironments§ Databaseschemas(customattributes/objects)aredifferentacrossenvironments
– Import/Exportofdomainsasatenantadministratorordomaindeveloper§ Import/ExportisonlyavailabletoSUPERUSER§ SaaScustomersdonot haveSUPERUSERaccess
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DomainConsiderationsDynamicDomainUpdatesMapping
Domain CAPPMMasterObject(IncludesSub-objectsandAttributes)
InvestmentManagement investment,team,financials
ResourceManagement resource,team,assignment
TimeManagement [none]
FinancialManagement financials,costplan,costplandetail,benefitplan,benefitplandetail
ProjectManagement investment,project,team,financials,task,assignment,issue,risk,changerequest
ApplicationManagement
investment,team,financials,application
IdeaManagement investment,team,financials,idea
CustomMasterObject custommasterobjectsandtheirchildobjects
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§ SaaScustomers,import/exportcannotbeused tomigratedomainsbetweenenvironments.SaaScustomersdonothaveSUPERUSERaccess
§ OPcustomerscanmigratedomainsusingimport/exportasSUPERUSER
§ OOTBdomainsshouldneverbemigratedacrossenvironmentsbecausecustomattributes/objectscanvaryacrossenvironments.ThedatawarehouseloadjobshouldmaintaintheOOTBdomainsperenvironment.
§ Customdomainscanbemigratedacrossenvironments(databaseschemasmustmatch)bymanuallyeditingthedomainXMLfileusinganXMLeditoranduploadingthedomainXMLfileusingDomainDesigner
§ Jaspersoftdoesnotrecommendthatimport/exportfilesbehacked
DomainMigrationConsiderations
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§ Thefollowingisnotcurrentlysupportedinadhocviews:– AddingInputControlstoadhocviews
– Addingamandatoryfilterthatcannotberemovedbyusers
– Pre-filters– hiddenfromusersandbasedonaspecificdatavalue
– Overridingorcontrollingthequerythatisexecuted
– Runningmultiplequeriesinthesameview
– Selectingdatafrommultiplejointrees(dataislands)inthesameview
– Advancedformattingoptionsthatisnormallyavailableinreportingtools
AdHocViewConsiderations
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AdHocViewMigrationChallenge
§ ForSaaScustomers,thereiscurrentlynosupportedmethodtomigrateadhocviewsfromoneenvironmenttoanother– Intheshortterm,ProductManagementrecommendscustomers
createadhocviewsdirectlyintheirproductionenvironmentwithindevelopmentfolders
– Jaspersoftdoesnotrecommendthatimport/exportfilesbehacked:§ Theoutputoftheexportcommandandtheinputtotheimportcommandiscalledacatalog.It'sasetofthefoldersandfilesthatcomprisetheserver'sinternaldatabase,includingorganizations,users,roles,scheduledjobs,andrepositoryresourcessuchasreportsandassociatedfiles.Whenyoudon'tneedtheentiredatabase,youcanspecifyoptionstoexportonlythecontentsyouneed,forexampleoneroleanditsusers.
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AdHocViewMigrationChallenge
§ OPcustomerscanmigrateadhocviewsfromoneenvironmenttoanotherviaimport/exportwhenloggedinasSUPERUSER– Alladhocviewdependencies,suchasdomains,areincludedinthe
import/exportfile.Thedomainswillmostlikelybedifferentacrossenvironmentsduetothecustomattributes/objectsinthoseenvironments.Itwouldbedifficulttobesuccessfulusingthisapproach.
§ Again,Jaspersoftdoesnotrecommendthatimport/exportfilesbehacked
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AdvancedReporting–BestPractices
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BuildingAdHocViews
§ Selectonlythefieldsneeded
§ Lessfields…betterperformance
DoNotChoosetoBringinAlltheFieldsAndMetricsfromaDomainintoanAdHocViewforPotentialUse
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BuildingAdHocViews
§ Additionalfieldsandmetricscanbeselectedforpotentialusewhenneededatanytime
DoNotChoosetoBringinAlltheFieldsAndMetricsfromaDomainintoanAdHocViewforPotentialUse
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BuildingAdHocViewsUseAdHocViewTablesinsteadofCrosstabsbecause:
§ Performanceoverallisbetter
§ Moreformatting/displayoptionsfortablesthancrosstabs
§ Candisplayanddownloadmorecolumnsandrowsintablesthancrosstabs
BuildViewsinSampleDatamodeorNoDataModeversusFullDataMode
§ BetterperformancewhilebuildingtheView
§ UseFilterswhenpossibletonarrowtheresultset
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BuildingAdHocViews
Selectthecorrectperiodicfieldsandmetricsthatbelongtogether§ Donotcrossperiodtypes
– Eachsetofperiodicfieldsshouldbeusedalongwiththeirrespectiveperiodicmeasures
§ Understandgranularitylevelofmeasuresetsandselectappropriately– Project– Team– Task– Assignment
WeekStartDateandWeekEndDateshouldbeusedwiththemeasuresundertheWeeklyPeriodssets
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BuildingAdHocViews
§ SelectingTheWrongFieldsAndMetricsWillProduceResultsThatDoNotMakeSense!
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UsingtheOBSinAdHocViews
§ IfOBSTypeisnotusedtofilterthedata,rowswillbereturnedforeveryOBSassociationwhichwillfrequentlyproduceduplicateresults
WhenUsingtheOBS,MakeSureaFilterforOBSTypeisSelectedandPopulated
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BestPracticesforBuildingCustomDomains
§ Keepthenumberoftablesinadomainbelow50§ Generally,databaseobjects(tablesorviews)willperformbetterthan
creatingderivedtablesinadomain§ Limitthenumberoftablesusedinasettoone,ifpossible§ Useinnerjoinswherepossible,limitouterjoins§ Buildsmallerdomainsbyfunctionalareaversusonelargedomain§ Whenusingderivedtables,tunethequeriessotheyperformwell§ Useaggregatetablesorviewsinsteadofrollingupthedataondemand
40 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
CAPPMBIIntegration
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CAPPMBIIntegrationCAPPMPWPDataExtractionUtility
§ DataExtractionUtility– (SQLDriven)– Performancegainforlargedataextractionoutputs– FileformatscanbeplacedonanSFTPsiteordatacanpopulatetables– ExtractionfrequencyisconfiguredthroughCAPPMscheduledjobs– DataIntegrityenforcedbylowermanualtasks
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CAPPMBIIntegration
§ NewFeatures***– Extractionoutputtypesnowinclude
§ *.csv,*.txt,*.xlsx,*.xml– AbilitytopulldatafromPPM
(OP&SaaS)andDWH(OP)– Extractcolumnnamesaredefined
bytablecolumnnameoraliasinSQLstatement
– Extractlevelsecuritymanagesuseraccesstoextracteddata
CAPPMPWPDataExtractionUtility
SecurityRights
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CAPPMBIIntegration
§ CAPPMDataAdapters– FacilitateloadingdatacontentfromapplicationdatabasesintoCAPPM
CAPPMPWPDataAdapters
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CAPPMBIIntegration
§ CAPPMDataAdaptersArchitectureDiagram
CAPPMPWPDataAdapters
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CAPPMBIIntegration
§ EnhancedConfigurationDesign– Singlejobinitiatesadapterexecution
drivenfromadapterIDwithinconfigurationobject
– AvailableConfigurationSteps
CAPPMPWPDataAdapters
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AdvancedReportingMigrations&Tools
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AdvancedReportingMigrations&Tools
§ AdvancedReportingDomainFieldDescriptions
DomainContentLocatorTool
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AdvancedReportingMigrations&ToolsDatabaseSchemaVisibilityTools
§ NewReports14.3CAPPM:– DataWarehouseSchema– *PPMSchema
§ ThesetworeportswillprovidetheaccesstonotonlyOOTBdatacontent,butclearvisibilityintocustomcontentaswell
49 ©2016CA.ALLRIGHTSRESERVED.@CAWORLD#CAWORLD
AdvancedReportingMigrations&ToolsBusinessObjectstoAdvancedReporting
CrystaltoJaspersoftStudio
ConversionOptionstoAdvancedReporting
§ CrystalReportsdrivenbySQLcanbere-builtinJaspersoftStudio.
§ CrystalReportsusinguniversesasthesourcecanbere-builtusingSQLasthesource
§ DomainsarenotrecommendedasthesourceforStudioreports
§ Web-Intelligencereportscanbere-developedusingAd-hocviewsandReports
§ Featuresandformattingvarybetweenproducts
§ SomeWEBIreportscanberebuiltusingJaspersoftStudio
§ OOTBDomainsshouldbeusedtoleveragecustomattributeandobjectsusingtheAd-HocViewer
§ JaspersoftStudioreportscanbeleveragedforcontentnotusedforAd-hocanalysis
WebIntelligencetoAd-hocAvailableOOTBContent
WebIntelligencetoAd-hocCustomContent
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AdvancedReportingMigrations&ToolsPreparationforMigration
1. Identifyandflagreportsformigrationdrivenfromusage2. CategorizeReportDeliverables
– WebI withsingletableorchartreportsmaptoadhocreportoradhocview
– StaticorcomplexWebIntelligencereportsmaptoJaspersoft Studio– DynamicWebI reportsrequiredomaincreationandadhocreport– CrystalReporttoJaspersoft Studio
3. Exportreportfilesfordevelopmentestimates4. Planforreportingservers
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AdvancedReportingTools&ConversionOptions
§ CAPPMReportConversionOptions– Convertwithin-houseexpertisedrivenfromtraining– EngageCAServicesorPartnerforConversion
BusinessObjectstoAdvancedReporting
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Questions?
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