vi-317: introducing the performance management canvas designer
TRANSCRIPT
VI-317: Introducing the Performance Management Canvas DesignerVI-317: Introducing the Performance Management Canvas Designer
Presented by: John Kim, DeltekPresented by: John Kim, DeltekPresented by: John Kim, DeltekPresented by: John Kim, Deltek
� Introduction to Vision Performance Management
� Overview of the Canvas Designer
� Configuring Gems
� Configuring Slicers
AgendaAgenda
� Configuring Slicers
� Notes for the Administrator
� Understand the Value and Relevance of Performance Management
� Learn the Basic Functionality of the Gem, Slicer, and Canvas
� Configure a Web Dashpart Containing a Performance Management Canvas
Key TakeawaysKey Takeaways
Management Canvas
� Understand the Basic Components of the Administrative Functions
Introduction to Deltek Vision®
Performance Management
� Performance Management — Making Decisions Based on Information That Is relevant, Timely, and Accurate
� Business Intelligence Applications Give Users Valuable Insight into the Business through Powerful Reporting and Analytics
� Answers the questions:
Performance Management DefinedPerformance Management Defined
� Answers the questions:� How are we doing?
� Where are the “sweet” spots?
� What should we change?
� Represents an Institutional Change in How Information Is Consumed
� Delivered with Deltek Vision 5.1 and 6.0
� Powered by multidimensional cubes developed in MSAS
� Focus on Projects and General Ledger
� Consists of a unique blend of visualizations and charts
Vision Performance ManagementVision Performance Management
� Consists of a unique blend of visualizations and charts powered by DSP
� All content is displayed and consumed on a dashboard integrated with Deltek Vision
� Delivered with five roles with up to ten visualizations per role
Overview of the Canvas Designer
� Canvas
� Gem
� Slicer
Key Aspects of the Performance Management DashboardKey Aspects of the Performance Management Dashboard
� A Collection of Visualizations, Charts, and Graphs
The CanvasThe Canvas
� A Visualization, Chart, or Graph That Populates a Canvas
The GemThe Gem
� Allows Dynamic Filtering Based Upon Defined Attributes
The SlicerThe Slicer
Configuring Gems on the Canvas
� Launch the Web Browser and Direct It to the Hosted DSP Site
� Launch the Designer and Start the Gem Wizard
Getting StartedGetting Started
� Either the Projects or G/L Cube Must Be Chosen
� Either a Chart or Table Must Be Chosen
Choose the Attributes of the GemChoose the Attributes of the Gem
Define Basic Information for the GemDefine Basic Information for the Gem
� Add a Slicer for Personalization
Define Additional Properties for the GemDefine Additional Properties for the Gem
� Define the X Axis of the Chart
� Indicate the Desired Slicer(s)
Define Additional Properties for the Gem (cont’d)Define Additional Properties for the Gem (cont’d)
Define the Measure(s)Define the Measure(s)
Complete the Gem and Add It to the CanvasComplete the Gem and Add It to the Canvas
� Adding the Project Type as a Slicer Enables the Consumer to Easily and Dynamically Alter the Chart
Add a Slicer to Filter the DataAdd a Slicer to Filter the Data
Configuring Slicers on the Canvas
� Slicers Are Accessed in the Toolbox and Can Be Added to the Canvas by Dragging and Dropping Them onto the Canvas
� Multiple Slicers Can Be Added to Quickly Sort Through the Data and Alter the Appearance of the Chart
Additional Information about the SlicerAdditional Information about the Slicer
� Slicers Can Be Added to the Toolbox through an Intuitive Wizard
Define the Data Source for the SlicerDefine the Data Source for the Slicer
Define the Type of SlicerDefine the Type of Slicer
Select the SlicerSelect the Slicer
Define the Properties of the SlicerDefine the Properties of the Slicer
The Slicer Appears in the ToolboxThe Slicer Appears in the Toolbox
Notes for the Administrator
� Vision Supports the Consumption of a Performance Management Canvas as a Web Dashpart
� This Web Dashpart Is Added and Configured in Vision Like All Other Web Dashparts
� A New Web Dashpart Called Performance Management
Displaying a Canvas on the Vision DashboardDisplaying a Canvas on the Vision Dashboard
� A New Web Dashpart Called Performance Management Canvases Is Supported in Vision
� The Administrator Has the Option to Choose Which Roles Can Consume Each Respective Dashpart
Adding the Canvas as a Web DashpartAdding the Canvas as a Web Dashpart
Authentication
• Who are you?
Authorization
• What are you authorized to do?
Introduction to SecurityIntroduction to Security
• Who are you?
• Are you permitted to access the system?
• What are you authorized to do?
• What are you authorized to access?
Administrator
Project
Roles and SecurityRoles and Security
Executive
Departmental Manager
Departmental Manager
Project Manager
Task Manager
� The Performance Management Canvases Access the MSAS Cube for Determining Data Access and Not Vision Roles
� Data-level Security Can Be Leveraged Regardless of Security Defined in the MSAS Cube
� Data-level Security Is Engaged Only When Consuming the
Roles and Security (cont’d)Roles and Security (cont’d)
� Data-level Security Is Engaged Only When Consuming the Canvas as Part of a Web Dashpart in Vision
� The Canvas Will Determine Access in the Form of a Slicer That Is Based on a Role
� DSP Supports the Following Authentication Providers: Anonymous, Basic, NTLM, and Windows Integrated Security
Assigning Security Within DSPAssigning Security Within DSP
� DSP Allows the Administrator to Assign Roles Based on the Authentication Provider
Assigning Roles Assigning Roles
� Vision Performance Management Is a Powerful Tool to Analyze the Trends in Your Business
� The Intuitive Canvas Designer Allows Virtually Anyone in the Enterprise to Quickly Chart and Graph Information
� Implementing a Performance Management Solution
ConclusionConclusion
� Implementing a Performance Management Solution Empowers Users to Make Intelligent Decisions
Q&A Q&A
� The Following Session Provides Additional Information on the Performance Management Dashboard Capabilities
� VI-113: Introducing the Deltek Vision® Performance Management
Dashboards
� Visit the Sales Kiosk in the Solutions Pavilion for More
Information
Call to ActionCall to Action
Information
� Contact your Deltek Solutions Development Executive for an Implementation Plan