SSRS-PPS-Excel Services ProjectSQL Server 2008

SetFocus Business Intelligence Master’s Program

Jeff Jacob, MBAP: (312) 772-6142E1: Jeffrey.K.Jacob@gmail.comE2: Jeffrey.Jacob@SetFocus.com

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• Develop reporting solutions for AllWorks, Inc. based on the OLAP database, according to specifications, employing SSRS, PerformancePoint Server Dashboard Designer and Excel Services• Create user-configurable Scorecards, Report Tables and Charts using PerformancePoint

Server Dashboard Designer• Create user-configurable Report Charts employing SSRS• Create user-configurable Report Pivot Tables and Charts in MS Excel 2007 and

incorporate these into PerformancePoint Server Dashboards•Deploy these reporting solutions to desired SharePoint collection site folders for distribution

Project Objectives

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Developing a Scorecard for KPI reporting

First, the Analysis Services Scorecard template is chosen.

The first scorecard: Scorecards

Data Source: AllWorks_Overhead (cube perspective)KPI source: ImportedKPI selected: KPI Overhead Trend (see OLAP project for details)KPI Display Name Override: Overhead Trend

Goal and Status Properties: * Show no value * Score rollup type = none * Name override = Status

KPI Properties: * Value number format = %; Decimal places = 2 * Scoring pattern and indicator – default / stoplight

Display requirement – display Overhead Trend KPI data broken out for the OverheadType attribute hierarchy members including the summary ‘all’

Publish All – confirm output in Scorecard editor

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Developing a second Scorecard for KPI reporting

First, the Analysis Services Scorecard template is chosen.

The second scorecard: JKJ_Client Job Financials

Data Source: AllWorks_Summary (cube perspective)KPI sources: Imported KPIs selected: Objective (Summary) KPI: Client Financials

• KPI Open Receivables as Pct of Invoice • KPI Profit Pct

Objective (Summary) KPI: Construction Job Financials

• KPI Overhead as Pct of Total Cost

Goal and Status Properties: * Show no value * Score rollup type = none * Name override = Status

KPI Properties: * Value number format = %; Decimal places = 2 (1 for Profit Pct) * Scoring pattern and indicator – default / stoplight

Display requirement – show Client Financials KPIs broken out by Client Name; show Construction Job Financials KPI broken out by Project Name

Publish All – confirm output in Scorecard editor

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Using the Scorecards for reporting in a dashboard

Lastly, the Dashboard Page, Scorecards, is set up to display the two foregoing scorecards, the first of which is to be configurable by Date Quarters

It will consist of three zones (the filter, the first scorecard, the second scorecard)

The Overhead Quarter Filter is set up employing the AllWorks_Overhead perspective’s Named Set: [OverheadQuarters]

This filter is then linked only to the ScoreCards scorecard for end-user run-time configuration

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Using the Scorecards for reporting in a dashboard

The SharePoint deployed ScoreCards dashboard:

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Creating a Reporting (Analytic) Column Chart

A new PerformancePoint Report, Material Purchases is added and defined using a custom MDX query: * On Columns statement = bottom (x-) axis of chart * On Rows statement = vertical (y-) axis of chart (material types as measured by cost) * WHERE statement filters members; here, user-configurable Client Name parameter is added

In the dashboard page, Materials, a Client Name filter is set up, using the [Client Plus All] named set and linked to this report/Client Parameter; per specification, it is designed to be used for one attribute hierarchy member at a time (All or individual members)

Material purchase costs by date quarters

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Using the PPS Materials report in a dashboard

The SharePoint deployed Materials dashboard page:

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Creating a Reporting (Analytic) Line Chart

A new PerformancePoint Report, Overhead Cost is added and defined using a custom MDX query: * On Columns statement = bottom (x-) axis of chart * On Rows statement = vertical (y-) axis (user-configurable Overhead types in terms of the cost measure * WHERE statement here, sets the context - the cost measure

In the dashboard page, Materials, a Client Name filter is set up, using the [All Overhead Types] named set and linked to this report/OHTypeFilter Parameter; per specification, it is designed to be used for one or several attribute hierarchy members (only individual members)

Overhead costs by date quarters

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Using the PPS Overhead report in a dashboard

The SharePoint deployed Overhead dashboard page:

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Creating Reporting (Analytic) Grids/Tables

A new PerformancePoint Report, Top 10 Labor Jobs is added and defined using the report designer and then customized: * On Columns statement = column(s) of grid/table – here, Labor Cost * On Rows statement = row(s) of grid/table – here, Top 10 projects according to the measure, Labor Cost * WHERE statement filters the user-configurable date quarters

Labor costs by project, configurable by date quartersLabor costs by worker, configurable by date quarters

A new PerformancePoint Report, Top 5 Workers is added and defined using the report designer and then customized: * On Columns statement = column(s) of grid/table – here, Labor Cost * On Rows statement = row(s) of grid/table – here, Top 5 workers according to the measure, Labor Cost * WHERE statement filters the user-configurable date quarters

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Using the PPS Labor report in a dashboard

In the dashboard page, Labor, a Quarter filter is set up, using the [Labor Quarters] named set and linked to these reports/Quarter Filter Parameter; per specification, it is designed to be used for one attribute hierarchy member at a time (excluding the ‘All’ member)

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Using the PPS Labor reports in a dashboard

The SharePoint deployed Labor dashboard page:

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Creating a Reporting (Analytic) Column-Line Chart

A new PerformancePoint Report, Pct of Quarterly Labor Dollars is added and defined using a custom MDX query: * A calculated member [Total AllEmps Labor] is defined to provide the total labor cost for all projects in context (a filtered set) for all employees who worked on them * A calculated member [Total Labor] is defined to rename the Labor Cost measure according to desired specifications * A calculated member [% Total] is defined to provide the percentage of total labor cost that an employee incurred (projects the employee worked) * On Columns statement = bottom (x-) axis of chart, here – date quarters * On Rows statement = vertical (y-) axis of chart, here – the selected employee’s labor cost as measured in labor cost dollars * WHERE statement filters members; here, a user-configurable Employee parameter is added

Employee labor costs and percent of total by employee (name)

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Creating a Reporting (Analytic) Grid

A new PerformancePoint Report, % of Labor Dollars by Project is added and defined using a custom MDX query: * A calculated member [Labor All Employees] is defined to provide the total labor cost for all employees in context of the project * A calculated member [Tot Labor] is defined to rename the Labor Cost measure according to desired specifications * A calculated member [% Total] is defined to provide the percentage of total labor cost that an employee incurred (projects the employee worked) * On Columns statement = grid/table column headers, here – the employee labor analysis measures (based on the foregoing calculated members) * On Rows statement = grid/table row headers, here – the filtered set of projects - those, on which the selected employee worked * WHERE statement filters members; here, a user-configurable Employee parameter is added

Employee labor analysis by project, configured by employee

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Using the PPS Employee Analysis report in a dashboard

In the dashboard page, Employee Labor Analysis, an Employee filter is set up, using a custom MDX tuple set and linked to these reports/Employee Filter Parameter; per specification, it is designed to be used for one attribute hierarchy member at a time (excluding the ‘All’ member)

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Using the PPS Employee Labor Analysis reports in a dashboard

The SharePoint deployed Employee Labor Analysis dashboard page:

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Developing a Reporting Services (Analytic) Grid/Table

Report Name: Overhead CategoryData Source: AllWorksOLAP cube (Overhead perspective)Tablix Object: Table

Column Headers: Description (Overhead Types), Prev Qtr, Current Qtr, Pct Change

One user-configurable parameter: Date Quarter

The primary report data set:

Overhead costs, broken out by type, with respect to configurable quarter, the previous quarter and the percent change

Using custom MDX to default the Date Quarter parameter to the last one with activity:

Modification of report code to permit customization of MDX code for Report Data data sets:

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Designing and deploying the SSRS Overhead Category report

The SharePoint deployed Overhead Category report:

The SSRS design for Overhead Category report:

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Subscribing to the SSRS Overhead Category reportThe MOSS 2007 subscription to the SSRS-designed Overhead Category report:

* Credentials for the data source to this report were added to make the subscription possible

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Developing a second Reporting Services (Analytic) Grid/Table

Report Name: Employee Jobs in Date RangeData Source: AllWorksOLAP cube (Labor perspective)Tablix Object: Table

Column Headers: ID, Full Name, Week End Date, Project Name, Hours Worked, Labor Cost

Three user-configurable parameters: Full Name, From Weekend Date, To Weekend Date (cascading parameters; Name selection determines available weekend dates

The primary report data set design:

Project labor cost and hours, detailed by weekend and project, configurable by: employee name, “from” weekend date and “to” weekend date

Using custom MDX to restrain available weekend dates according to the selected employee:

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Designing and deploying the second SSRS Employee Jobs in Date Range report

The SharePoint deployed Employee Jobs in Date Range report:

The SSRS design for the Employee Jobs in Date Range report:

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Creating a PivotTable for Excel Services

Connected to the AllWorksOLAP Overhead perspective, the following measures and dimensions were chosen; quarters displayed, year configurable – to create the below Pivot Table

Overhead cost by Type and Quarters (configured for a desired year)

To avoid duplicate display, the top two rows of the above spreadsheet were hidden; cell B1 was named and surfaced as a parameter in Excel Services Options; this pivot table as a single workbook item object was selected for SharePoint site publishing

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Adding the Pivot Table from Excel Services to a dashboard

The .ODC file, the connection string back to the Overhead perspective of the AllWorksOLAP cube, was also deployed to the SharePoint collection site – data sources library; custom MDX used to define the Year filter (one Year member at a time)

* For each Excel-based report, the Excel-designed product was first uploaded to the SharePoint collection site, then downloaded into PPS where it became a useable report object to be integrated into the respective dashboard (shown above) page

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Using the Basic Overhead By Quarter/Year pivot table report in a dashboard

The SharePoint deployed Basic Overhead By Dates dashboard page:

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Creating a Pivot Chart for Excel Services

Connected to the AllWorksOLAP Labor perspective, the following measures and dimensions were chosen; quarters displayed, year and client name configurable – to create the below pivot chart

Labor cost by Quarters, broken out by Employee Type

To avoid duplicate display, the top two rows of the above spreadsheet were covered over by the pivot chart; cells B1 and C1 were named and surfaced as parameters in Excel Services Options; this pivot chart as a single workbook item object was selected for SharePoint site publishing

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Adding the Pivot Chart from Excel Services to a dashboard

The .ODC file, the connection string back to the Labor perspective of the AllWorksOLAP cube, was also deployed to the SharePoint collection site – data sources library; custom MDX used to define the Year and Client Name filters (for each, multiple selections enabled)

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Using the Quarterly Labor Breakdown pivot chart report in a dashboard

The SharePoint deployed Labor History Chart dashboard page:

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Creating a Pivot Chart for Excel Services

Connected to the AllWorksOLAP Summary perspective, the following measures and dimensions were chosen; quarters (from DimProject role-playing dimension) displayed, county name configurable – to create the below pivot chart

Profit Dollars and Percent by Quarters (configured for one or several counties)

To avoid duplicate display, the top row of the above spreadsheet was covered over by the pivot chart; cell B1 was named and surfaced as a parameter in Excel Services Options; this pivot chart as a single workbook item object was selected for SharePoint site publishing

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Adding the Pivot Table from Excel Services to a dashboard

The .ODC file, the connection string back to the Summary perspective of the AllWorksOLAP cube, was also deployed to the SharePoint collection site – data sources library; custom MDX used to define the County Name filter (multiple selections enabled)

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Using the Quarterly Job Profit By County pivot chart report in a dashboard

The SharePoint deployed Job Profitability Chart dashboard page: