rego university: reporting platforms, ca ppm (ca clarity ppm)

www.regoconsulting.com Phone: 1-888-813-0444

Reporting Platforms: Real Life Successes & Challenges

Reporting Platforms, CA PPM (CA Clarity PPM)


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● Introduction

● Reporting Platforms / Tools

● Ranking Categories

● Advantages & Disadvantages of each tool

● Rank by Category

● When To Use

● Outside Reporting Tools

● What’s New in 13.4

● Q & A

Overview


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Introduction

● Personal Bio & History

● Reporting Strategy

● People, Process & Tools


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Available Reporting Tools

● Portlets

● Crystal Reports

● WEBI Reports (Ad-Hoc)

● Xcelsius Dashboards

● Outside Reporting


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Ranking Categories

Ease & Speed

Tools Needed

Formatting

Integration

Export

Printing & Distribution

Performance


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Portlets: Examples


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Portlets: Advantages

● Ease & Speed: Simple portlets can be created or modified quickly and

without knowledge of SQL or the CA PPM data model. Even complex

portlets can be created quickly compared to other reporting methods.

● Tools Needed: There is no need for additional tools. Portlets can be

created and modified within the browser.

● Formatting: In addition to regular grid portlets, bar graphs, pie charts, line

charts, and HTML portlets are also available.

● Integration: Portlets are integrated within CA PPM, can be displayed

almost anywhere within the tool, and can contain links to objects, other

portlets, reports, etc.

● Export: Export nicely to Excel, “okay” to PowerPoint.


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Portlets: Disadvantages

● Formatting: It is difficult to re-create reports from other tools as portlets. The formatting is standardized and not very customizable.

● Printing & Distribution: Portlets are designed to be displayed in the browser. To distribute beyond that you must print from your browser or use a screen capture tool such as Snag-It.


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Crystal Reports: Examples


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Crystal Reports: Advantages

● Formatting: Highly customizable as the arrangement of the report and the

look and feel can be be tailored to specific requirements. In most cases an

existing report from another system can be duplicated exactly in Crystal.

● Export: Reports can be exported to PDF, Excel, or Word.

● Printing & Distribution: Perfect for printing hard copies or PDFs (Crystal was

designed with this purpose in mind). You can also schedule reports to run and

have them emailed.


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Crystal Reports: Disadvantages

● Ease & Speed: The flexibility of formatting comes at a cost – Crystal Reports are time consuming to create or modify. It is not uncommon for a report to take 40-60 hours to develop.

● Integration: Reports run from a separate Business Objects server. They can be launched from CA PPM, but the reports aren’t fully integrated within the CA PPM application.

● Export: Reports look slightly different in each export format, so although any format can be used, a report should be designed around one particular format.

● Tools Needed: An external tool is required to create reports.


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WEBI Reports: Examples


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WEBI Reports: Advantages

● Ease & Speed: WEBI is an ad-hoc reporting tool aimed at CA PPM end users. It is the quickest and easiest reporting tool. With little training, non-technical CA PPM power users can learn to quickly build reports. Technical experts will also benefit from the speed at which reports can be produced.

● Formatting: Reports are highly customizable. The look and feel can be tailored to specific requirements.

● Tools Needed: Report developers need no additional tools. Reports can be created and modified within the browser.

● Export: Reports export nicely to Excel and PDF. They will look virtually identical whether in the browser, Excel, or PDF format.

● Printing & Distribution: Reports can be exported to PDF and printed, or you can schedule reports to run and have them emailed.


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WEBI Reports: Disadvantages

● Ease & Speed: WEBI Reports have simplified data providers that do not include custom CA PPM fields. The custom fields will need to be added to the data provider before being available for reporting. This requires extra effort upfront.

● Tools Needed: To modify the underlying data providers, an additional tool is required.

● Integration: Reports run from a separate Business Objects server. They can be launched from CA PPM, but the reports aren’t fully integrated within the CA PPM application.

● Performance: The underlying queries can be inefficient because they are generated automatically and not optimized. This means that queries can be slow when dealing with large data sets.


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Xcelsius Dashboards: Examples


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Xcelsius Dashboards: Advantages

● Integration: Xcelsius Dashboards are integrated within CA PPM, like portlets.

● Formatting: Xcelsius Dashboards are highly customizable. The look and feel can be tailored to specific requirements. They are also more interactive than any of the other reporting methods.


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Xcelsius Dashboards: Disadvantages

● Ease & Speed: Creating these dashboards can be very time consuming, and simple changes take a while to make. You can also only use small data sets for performance reasons (recommended to keep under 512 records).

● Printing & Distribution: Xcelsius Dashboards are designed to be displayed in the browser. To distribute beyond that you must print from your browser or use a screen capture tool such as Snag-It.

● Export: No export options available.

● Tools Needed: An external tool is required to create the dashboards.


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Rank by Category (lower is better)

Portlets Crystal WEBI Xcelsius

Ease & Speed 2 3 1 4

Tools Needed 1 3 2 4

Formatting 4 1 3 2

Integration 1 3 4 2

Export 3 2 1 4

Printing & Distribution 3 2 1 4

Performance 1 2 3 4


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When to Use Each Reporting Tool

● Portlets

○ The target audience is CA PPM users who want to view the information in the browser or export to Excel, and no specific format is required.

● Crystal Reports

○ There are very specific requirements on how the report should look, or the primary distribution method of the report is printed copies or PDFs.

● WEBI Reports

○ You want power users to build their own reports or data extracts, or you need to create a large number of reports quickly.

● Xcelsius Dashboards

○ Executive “eye candy”, high interaction needed, or it needs to be displayed within CA PPM but a portlet won’t do.


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Outside Reporting Tools

● Vary depending on the tool, but remember:

○ Outside reporting tools cannot match CA PPM’s integration with portlets, Crystal Reports, WEBI reports, and Xcelsius dashboards.

○ All of the above reporting tools are free with CA PPM. Other tools will have a cost associated with them.

○ Only use outside reporting tools when the CA PPM toolset will not meet your requirements.


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Outside Reporting Tools

● Examples

○ OBIEE (Oracle)

○ Business Analytics (CA Offering)

○ Sharepoint Integration (CA & ITROI)

○ Cognos, QlikView (Axis COMPASS), SSRS, Others

● When to Use

○ There is a company reporting standard or there is a tool that your developers are familiar with.

○ There is a technology or tool strongly desired by your users (Qlickview, Sharepoint, etc).


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Reporting in CA PPM 13.4

● The focus of CA PPM 13.4 will be on reporting. The details are not set in stone, but right now the planned improvements are:

○ Business Objects updated to 4.1. This will be a huge jump and include major improvements and many new features for Crystal Reports, WEBI, and Xcelsius.

○ Another ad hoc reporting tool called Jaspersoft has been introduced as a native reporting tool within CA PPM.


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Questions

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Email [email protected]

Web Sitewww.regoconsulting.com

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rego university: reporting platforms, ca ppm (ca clarity ppm)

Software

reports arent

html portlets

simple portlets

complex portlets

cost crystal reports

ca ppm application

regular grid portlets

export format