Enterprise Performance Solutions

This blog is a collaboration around enterprise performance

PerformancePoint 2010 Grid Report with an SSAS 2008 Drillthrough Action

clock May 7, 2010 03:58 by author Tim Smith

What is behind those numbers in a PPS 2010 Grid Report, and why can't I see my newly created drillthrough actions in SSAS 2008?

In order to cleanly validate the numbers behind the measures in a PPS report, I designed several new drillthrough actions in SSAS 2008. I use these actions so the user does not see the dimensional surrogate keys, and cleanly brings up the meaningful detail attributes and measures in a tabular format. The report has three filters, and selecting each measure brings up a separate drillthrough action via the "additional actions" by right-clicking in the measure cell.   Well, the only problem is, I could not access them from a previously created report.  I could view them in Excel and SSMS, but not in the PPS Report.  Ok, I am not a fan of providing a ton of detail in a PPS report since I consider it to be a "Performance Tool" with high-level aggregated values. Not to mention excel should be the first choice, as most likely the user is just going to save the detail anyway in Excel for tabular analysis.

At any rate, the only fix was to recreate the report, even after saving (publish in 2007) the datasource, report, and filter again.  What a major bummer!

Hopefully the RTM build will have the fix ....soft in the middle.

Be the first to rate this post

  • Currently 0/5 Stars.
  • 1
  • 2
  • 3
  • 4
  • 5


Training Class Discussion Points

clock April 4, 2010 01:20 by author Tim Smith
I just wanted to pass along a few topics from my Business Intelligence In-A-Day class from last week.  After each class, I would like to post some of the topics that were discussed more than others. First, I would like to thank all the students that attended the class at SharePointRx. Here are the major touch points;

 1. When loading a dimensional, each attribute determines the SCD Type. A dimension could have several Types. The SSIS example I showed is when a Person changes territory, and the business team wants all the historical fact (sales) to be carried-over to the new territory, which is Type1. Basically preserving the surrogate, but updating the person record's Territory. Then I showed an example of a Type2 in the same person dimension. The scenario is simple, what happens when the user wants to show the person's purchasing behavior before they were married, and wanted to track the sales after the change of marital status. This is a real case, as direct mailing would send out different coupons and offers to the new Person's address. Basically when the last name changes, as well as the marital status, we keep the old surrogate key, and insert another record, creating another surrogate key for later facts to be associated with.  I am not a big fan of designing dimensions with multiple subject areas, but grouping persons in a location lends itself to this technique.  Also, don't use the term Type1, Type2, or Type 55 when discussing the changing behavior, because it really depends on how the business team wants to track history. Kimball's SCD types are a great resource for the Tech team, but really the requirements from the functional teams will dictate which SCD type.  I know there is not a Type55, but it really does not matter how many types surface, it is up to the business team and how they want to handle history.

2. Use the right reporting tool in the Microsoft Stack to suit the needs of the business. You would not want to use PerformancePoint Services 2007 if the user wanted a pie chart. They don't exist in 2007, but in 2010 they do. Use SSRS, Excel Services, or ProClarity. Use SSRS for subscriptions and a Formal design for reports and details. Use Excel Services if you want to interact directly with SSAS, and not any "other" data source. Use ProClarity in a limited role since Microsoft is pretty much decommissioning the product, and will stay 32 bit.  I don't know why they are, as most of my clients prefer ProClarity over any of the other visualization reporting.

3. Design your SSAS cube with the Business Team in mind, and not IT. Get the Functional Teams involved early and often. Change the names of the "Dim" and "Facts", or any other database physical name to a friendly one. The use of views may be appropriate as other reports can use the same names.  Use Perspectives to group subject areas, and not for security.

4. Use PerformancePoint 2007 Scorecards as an "enabler" to the Companies’ Enterprise Performance Management Methodology, and not for a report across all businesses. The reason is obvious, most departments in the organization have different performance metric, even down to the line workers.

5. Use Shared (conformed) Dimensions for all facts, even for aggregated tables when possible.  

This was a fantastic class, and I really enjoyed everyone's passion to learn more regarding the Microsoft Business Intelligence Technology Stack. 

Be the first to rate this post

  • Currently 0/5 Stars.
  • 1
  • 2
  • 3
  • 4
  • 5


Training Class with SharePoint Rx

clock February 21, 2010 03:44 by author Tim Smith

I am currently working with SharePoint Rx to provide various training courses covering the complete Microsoft Business Intelligence Stack. I will be presenting the first of many Business Intelligence In-A-Day classes. These are going to be at a low cost to our students, but will provide enough detail to get them pointed in the right direction to help your organization. The owner, Russell Wright, and I worked together at Raytheon and Texas Instruments about ten years ago.  He has been a trainer and consultant with SharePoint since it was first released. When you get time, please visit SharePoint Rx to get a list of upcoming training courses on SharePoint.  It will definitely be worth the investment since all the trainers are consultants.

Be the first to rate this post

  • Currently 0/5 Stars.
  • 1
  • 2
  • 3
  • 4
  • 5


Government Performance Management Presentation

clock April 2, 2009 22:12 by author Tim Smith
I wanted to provide some pictures of my presentation at the MSBIC.  The reason this is worth posting is because it covered a very important topic in Government Performance Management. Along with myself, there were two very important speakers. Marv Weidner, a Government Performance Management Expert, from Weidner Inc. (www.weidnerinc.com), and passionate process improvement writer Susan Conway from Microsoft. I was fortunate to architect Marv's MFR for Maricopa County, Phoenix AZ, and firmly believe all Government Agencies should adopt Marv's process. Susan Conway is absolutely incredible, and am fortunate to have worked with her. I encourage you to pick-up the "The Think Factory" and "Essentials of Enterprise Compliance".  As for me, I showed how a School District's Superindendent can utilize PerformancePoint Server 2007 to monitor and analyze Key Performance Metrics for various critical success factors.   In the picture below, I am on the left, and Susan Conway is on the right.

I am explaining several strategies when setting up a scorecard, such as the balanced scorecard and/or using leading-to-lagging relationships from a bottom-up approach. In this example we are monitoring parent involvement hours, student and teacher assessment, teacher training hours, GPA, Parent and Teacher satisfaction, Projected Graduation Numbers, as well as revenues and expenses.

As with any Dashboard, we need to articulate our critical success factors we are monitoring, and those metrics and/or KPI's. For this presentation, we correlated the lack of parent involvement hours to the reduction of graduating seniors, increased expenses, as well as crime rates for teenagers in the area, once we integrate with the source system.

Here is a link to a white paper I wrote, which is my personal strategic spin on incorporating Kaplan and Norton's balanced scorecard (here) and setting-up an EPM office for a Restaurant Chain.   Tell me what you think.

This was a fantastic presentation with some great feedback from the audience.  And again, I want to personally thank Susan Conway and Marv Weidner.

 

Currently rated 4.0 by 1 people

  • Currently 4/5 Stars.
  • 1
  • 2
  • 3
  • 4
  • 5


About Tim Smith

Tim Smith

Enterprise Performance Solutions

tim.smith@enterpriseperformancesolutions.com 

Linkedin Profile

Sign in