Advanced Reporting
Concepts
Philip Yuen
Program Manager
Microsoft Office Project
Session Objectives
Reporting beyond Portfolio Analyzer
Reporting needs and solutions
Advanced Reporting Tools
SQL Server Reporting Services
BI Scorecard
Customer Reporting Needs
Requirement
Solution
Scheduled Reports
SQL Reporting
Dashboards
BI Scorecards
Drilldown Analysis
Portfolio Analyzer
Reporting Platform
Business Scorecards
Reporting Services
Project
Transactional
Tables
Project
Reporting
Tables
Portfolio
Analyzer
Cubes
Analysis Services
Bridge Executive and
Project Manager Disconnect
SQL Server Reporting Services
SQL Reporting Services
Create traditional and interactive
reports
Integrated with SharePoint, Office
applications, browser and other
familiar tools
Create single report from multiple data
sources
SQL Report Lifecycle
Authoring
Create single reports from multiple data
sources
Management
Reports on-demand or via schedule
Delivery
Choose from multiple formats (HTML,
PDF)
SQL Reporting Architecture
Browser
Custom Application
Office
XML Web Service Interface
Project
Server
Project
OLAP
Cubes
Output Formats
(HTML, Excel, PDF, Custom)
Security Services
(NT, Passport,
Custom)
Report Server
Report Processing
Data Processing
Security
Rendering
Delivery
SQL Server Catalog
Delivery Targets
(E-mail, SharePoint,
Custom)
SQL Reporting Solution
Create a Project Summary report
Author report in Visual Studio .Net
View tables and OLAP cubes as data
sources
Schedule and subscribe to report
SQL Server Reporting
Philip Yuen
Program Manager
Microsoft Project
Communicate and Align
with Strategic Objectives
Microsoft Office BI Scorecards
BI Scorecard
Create Dashboards in SharePoint
Integrate with Project Server
Measure, monitor and manage
performance
View key metrics for an organization
Track performance against goal
Scorecard technology
All Scorecard meta data is stored in
SQL Server
SQL Server and Analysis Services
provide a rich analytical platform
Combine data from multiple sources
for your scorecards
Can link to Reporting Services reports
Scorecards: Solution Architecture
Scorecard
Builder


Strategy Map
Builder
UI for
entering your
scorecard
data
Web Service





Source
Systems
UI for
building
your
strategy
maps
Visio

Scorecard
Engine
Scorecard
Cubes
Data
Sources

Scorecard
cube(s)
Recommended
SSABI-based,
customizable
Data
Entry
Define KPI
mappings
and data
sources

Data entry
interface
for
manually
entered
targets
Understands
your BSC data
Builds the
scorecard

Scorecard
DB

Captures
information
about your
scorecard
SQL Server
Project Scorecard solution
Define objective and KPI
Connect to Extended Portfolio Analyzer
cube
Add webpart to Project provisioned
SharePoint sites
BI Scorecard
Philip Yuen
Program Manager
Microsoft Project
Summary
Build on Project Server reporting
platform
Integrate with Microsoft BI tools for
Advanced reporting needs
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.