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New Features in PerformancePoint Services (SharePoint Server 2010)

PerformancePoint Services in Microsoft SharePoint Server 2010 is a performance management service that you can use to monitor and analyze your business. By providing flexible, easy-to-use tools for building dashboards, scorecards, reports, and key performance indicators (KPIs), PerformancePoint Services can help everyone across an organization make informed business decisions that align with companywide objectives and strategy. Scorecards, dashboards, and KPIs help drive accountability. Integrated analytics help employees move quickly from monitoring information to analyzing it and, when appropriate, sharing it throughout the organization.

Prior to the addition of PerformancePoint Services to SharePoint Server 2010, Microsoft Office PerformancePoint Server 2007 functioned as a standalone server. Now PerformancePoint functionality is available as an integrated part of the SharePoint Server Enterprise license, as is the case with Excel Services in Microsoft SharePoint Server 2010. The popular features of earlier versions of PerformancePoint Services are preserved along with numerous enhancements and additional functionality.

What's new

PerformancePoint Services includes many new and updated features and functionality. For convenience, this document separates these updates into the following two categories:

• Platform integration with SharePoint Products and Technologies 


• New PerformancePoint Services features 


Platform integration with SharePoint Products and Technologies

PerformancePoint Services builds on the platform of SharePoint 2010 Products, providing customers with a more robust deployment, scalability, and performance model. The previous version was built directly on Microsoft Internet Information Services (IIS) and used a Microsoft SQL Server database. PerformancePoint Services is a SharePoint Server service application and uses SharePoint document libraries and lists to store content. These architectural changes enable PerformancePoint Services to take advantage of SharePoint Server 2010 enterprise features.

Physical architecture

For information about the physical architecture, see the diagram in Overview of PerformancePoint Services architecture, which shows the PerformancePoint Services architecture for farm deployment that utilizes three servers.

PerformancePoint Services as a service application

In SharePoint Server 2010, services are no longer contained within a Shared Service Provider (SSP). Instead, the infrastructure for hosting services is integrated with Microsoft SharePoint Foundation and the configuration of service offerings is much more flexible. The service application framework is a common service model that provides the following benefits:

• A consistent management experience and shared infrastructure for all services that plug into it. As one of those services, PerformancePoint Services can provide the ability to perform bulk security operations for service applications in a farm deployment from the SharePoint Central Administration Web site.


• Backup and recovery benefits include restoring a site collection, entire site content, or list content back to a previous version or point in time.


• Services are installed by default; there is no SSP setup.


• Sites can be configured to use only the services that are needed rather than the entire list of services.


• Deploying services across sites and farms is more flexible. Similar to previous versions, a single set of services can be shared by all Web sites in a farm.


SharePoint Server 2010 as the repository

PerformancePoint Services stores data sources and dashboards in document libraries and all other dashboard content in lists. In addition, PerformancePoint Services data security and management is enhanced by the following features:

• Failover and up-time strategies


• Backup and restore strategies


• Disaster-recovery strategies


• Multi-tenancy support for list content


• Enterprise-level, single-security model


• Authentication and authorization schemes


• Trusted locations


• Familiar interface for storing and consuming data


Changes to the security model

PerformancePoint Services uses SharePoint Server 2010 to manage user credentials and to secure access to dashboard content and its underlying data sources. The new and changed features of the PerformancePoint Services security model are described in the following list:

• User authentication is handled by SharePoint Server 2010. Authentication of PerformancePoint Services users is validated by the SharePoint Server 2010 authentication provider.


• Trusted locations are used to limit access to PerformancePoint Services content types to specific sites. 


• PerformancePoint Services uses the SharePoint Server 2010 security model to set permissions on dashboard content. These permissions provide a level of security that is equivalent to that found in Microsoft Office PerformancePoint Server 2007, but permissions in SharePoint Server 2010 do not map directly to PerformancePoint Monitoring Server 2007 roles and permissions.


New PerformancePoint Services features

PerformancePoint Services now can utilize SharePoint Server scalability, collaboration, backup and recovery, and disaster recovery capabilities. Dashboards and dashboard items are stored and secured within SharePoint lists and libraries, providing you with a single security and repository framework. The following section provides a summary of feature enhancements.

New features and enhancements

The following is an overview of features and enhancements to PerformancePoint Services in Microsoft SharePoint Server 2010.

• With PerformancePoint Services, functioning as a service in SharePoint Server, dashboards and dashboard items are stored and secured within SharePoint lists and libraries, providing you with a single security and repository framework. The new architecture also takes advantage of SharePoint Server scalability, collaboration, backup and recovery, and disaster recovery capabilities. You also can include and link PerformancePoint Services Web Parts with other SharePoint Server Web Parts on the same page. The new architecture also streamlines security models that simplify access to report data.


• The Decomposition Tree is a new visualization report type available in PerformancePoint Services. You can use it to quickly and visually break down higher-level data values from a multi-dimensional data set to understand the driving forces behind those values. The Decomposition Tree is available in scorecards and analytic reports and ultimately in dashboards.


• You can access more detailed business information with improved scorecards. Scorecards have been enhanced to make it easy for you to drill down and quickly access more detailed information. PerformancePoint scorecards also offer more flexible layout options, dynamic hierarchies, and calculated KPI features. Using this enhanced functionality, you can now create custom metrics that use multiple data sources. You can also sort, filter, and view variances between actual and target values to help you identify concerns or risks.


• Better Time Intelligence filtering capabilities that you can use to create and use dynamic time filters that are always up to date. Other improved filters improve the ability for dashboard users to quickly focus in on information that is most relevant.


• Ability to include and link PerformancePoint Services Web Parts together with other PerformancePoint Services Web parts on the same page.


• Easier to author and publish dashboard items by using Dashboard Designer.


• SQL Server Analysis Services 2008 support.


• Increased support for accessibility compliance in individual reports and scorecards.


• The KPI Details report is a new report type that displays contextually relevant information about KPIs, metrics, rows, columns, and cells within a scorecard. The KPI Details report works as a Web part that links to a scorecard or individual KPI to show relevant metadata to the end user in SharePoint Server. This Web part can be added to PerformancePoint dashboards or any SharePoint Server page.


• Create analytics reports to better understand underlying business forces behind the results. Analytic reports have been enhanced to support value filtering, new chart types, and server-based conditional formatting.


Retired features

PerformancePoint Services no longer supports Trend Charts, PivotTable reports, PivotChart reports, ODBC data sources, Analysis Services 2000, and 32-bit server architecture.

Conclusion

By becoming more tightly integrated with SharePoint Server 2010, PerformancePoint Services takes advantage of many enterprise-level SharePoint Server 2010 features. This change in architecture results in many changes and enhancements to PerformancePoint Services.

You can see more details on:

http://technet.microsoft.com/en-us/library/ee661741.aspx

PerformancePoint Server 2007 Top Blogs

• The Microsoft PerformancePoint Team Blog—Find in-depth discussions on the monitoring and analytics aspects of Office PerformancePoint Server 2007.

• Kevin White's PerformancePoint Server 2007 Blog—Find in-depth discussions on Office PerformancePoint Server 2007.

• Previous Version Support—Get help with ProClarity and Business Scorecard Manager.

• Help for PerformancePoint Server 2007—Browse PerformancePoint Server 2007 Help

• TechNet Planning, Monitoring, and Analytic—This forum focuses on PerformancePoint Server and Management Reporter

• The BI Blog—Various posts on everything BI

• TechNet: ProClarity—This forum focuses on technical questions related to Microsoft ProClarity products.

• SQL Server TechNet Forums— This forum focuses on technical questions related to Microsoft Analysis Services, Reporting Services, and Data Mining

• Mosha's Blog—This blog has important information on MDX and other things related to Analysis Services

Norm's Blog—Bits of knowledge from the field and beyond

About PerformancePoint Server 2007

What Is PerformancePoint Server?
Microsoft Office PerformancePoint Server 2007 is an integrated performance management application that enables you to monitor and analyze your business.

By providing flexible, easy-to-use tools for building dashboards, Office PerformancePoint Server 2007 can help everyone across your organization make informed business decisions that align with companywide objectives.
PerformancePoint Server 2007 Top Benefits
The top benefits of Microsoft Office PerformancePoint Server 2007 can help you transform your business process and turn your data into a competitive advantage.

1. A complete and integrated performance management solution

Many performance management applications require connectors, interfaces, and add-ins to link their various applications and to the Microsoft Office environment. Office PerformancePoint Server 2007 is natively integrated across all aspects of the solution—from reporting and analysis, to dashboarding and forecasting.

PerformancePoint Server 2007 is designed to improve operational performance across all departments and all levels of your organization. You can use this single integrated application to monitor and analyze the success your company enjoys or the barriers it faces and to plan for the future of your business.

2. Performance management for all business users

While many solutions on the market focus on business analysts and BI experts, Office PerformancePoint Server 2007 is designed to reach everyone involved in your business at all levels of your organization. PerformancePoint Server 2007 provides a user experience in the familiar and easy-to-use Microsoft Office system, including Microsoft Office Excel, Office Outlook, and Office SharePoint Server.

And through the scalability and high performance of Microsoft SQL Server 2005 and the Microsoft Business Intelligence platform, your organization can afford to deliver the right information that helps the broadest number of people make better, faster, and more relevant decisions without continually burdening the IT department.

3. Monitoring and analyzing across the entire organization

Because of high cost, high complexity, and the need for significant IT support, most performance management environments limit their access to just a few executives or analysts. Because Office PerformancePoint Server 2007 resides within the Microsoft applications that you use today, it’s now economically feasible for all executives, managers, and front-line employees to have the same access to valuable insight from a high-quality performance management application.

Everyone can access the metrics, key performance indicators, dashboards, and reports to see how they contribute to the performance of the organization and to the overall corporate strategy—all leading to improved corporate performance.

4. Advanced analytic and visualization capabilities

Analysis is a core component of the performance management cycle. An organization is at a competitive advantage if every decision maker in it can quickly and easily perform analysis that helps them make better decisions and execute better against corporate goals and objectives.

Using the capabilities incorporated into Office PerformancePoint Server 2007, people can benefit from a single business data model shared across monitoring, and analytics. PerformancePoint Server 2007 guides information workers so they can easily monitor what is happening and make better sense of what the data analysis is telling them. The advanced visualization capabilities can help you spot trends and opportunities easily, allowing for better planning for your business.

5. Accountability from the individual to the enterprise

Office PerformancePoint Server 2007 uses a model-driven approach. Users can create scorecards, dashboards, and analytics that align with their own responsibilities and goals and with the overall goals and objectives of the organization. Providing maximum flexibility, the system accommodates unique departmental business models that synchronize with those above and below them in the organization, as well as across departments and up to the corporate level. So everyone has an up-to-date, consistent view of the data and the most current insight on the entire organization’s performance.

6. Cross-enterprise view

Office PerformancePoint Server 2007 provides a complete perspective of business performance across enterprise functions such as finance, operations, sales, and human resources. PerformancePoint Server 2007 uses SQL Server 2005 to integrate information across disparate enterprise systems and business functions, providing all users with a more strategic and forward-looking view of the business.

7. Enhanced partnership between IT and business analysts

While IT provides the infrastructure and security for crucial business applications, Office PerformancePoint Server 2007 business modeling tools enable business analysts to use their insight to manage roles, workflows, business rules, and information without having to continually rely on IT input. This increases the pace at which business models can be developed, deployed, and modified to meet changing business conditions.
PerformancePoint Server 2007 also features a user-friendly design and application wizard that business people can use to build their own dashboards and scorecards and create interactive analytics charts and graphs without the need for IT support.

8. Built on the Microsoft Business Intelligence platform

Using the Microsoft Business Intelligence platform, Office PerformancePoint Server 2007 can help you build an enterprise-grade, scalable performance management application. PerformancePoint Server 2007 uses Microsoft Office as its primary interface, so business users can interact with familiar tools like Excel to consume information, collaborate with colleagues, and contribute to plans and the performance management cycle.

PerformancePoint Server 2007 also uses the proven data engine of SQL Server 2005 for data integration; an analytical data model that includes a calculation engine and data mining; and a highly flexible and scalable reporting platform to broadcast information to a wide audience. All of this is delivered via the Web in Microsoft Office SharePoint Server 2007, providing everyone with a central place to get their business intelligence information.

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