Google
 

Wednesday, December 5, 2007

Whew.

I was asked last Monday to fly last minute down to Redmond to perform a 1-day review of the PerformancePoint Beta Exam for Friday.  I still don't know if I passed yet, but it looks promising.

Anyway, I madly arranged flights & hotels, and was just about to confirm my flight when I found out they had filled the spot I was filling for someone else.

Needless to say I was a bit peeved.  But I think things work out for the best, or, like Seinfeld, they even out in the end.  Sounds like it would have been a wet weekend, and I probably would have been stuck in the airport anyway.  Next time I'll try for the summer instead.

We got dumped with snow on Sunday up here too, which closed the airport for awhile. 

Because it always snows in Canada.

I often defend Seattle when people say it rains all the time. I say, "Actually, it doesn't rain that much, it is just gray a lot." But this just in, my basement is flooded. And it is still coming down sick in Seatown! I've been carting 5-gallon buckets of murky business up my stairs to dump in the backyard all morning, to the tune of:

  • no apparent result, and
  • one blister. 

You're on your own, Seattle. 

Don't come crying to me.

Source: "So, a booth babe and a geek walk in to a bar..."

The Microsoft PerformancePoint Team Blog : Implementing a Hyperlink from a KPI in a Scorecard

 

One of the capabilities of Business Scorecard Manager 2005 (BSM) that was changed in PerformancePoint was the ability to specify a URL to link to upon clicking a KPI. This was the Overriding URL property in BSM. It is still possible to get this functionality in PerformancePoint, but it requires adding an aspx page (attached to this blog post) and implementing the following procedures.

The Microsoft PerformancePoint Team Blog : Implementing a Hyperlink from a KPI in a Scorecard

Monday, December 3, 2007

Dan Meyers' - BI Blog

A package of cubes that integrate with PerformancePoint Dashboards, Charts, KPIs, and Scorecards?   Nothing to do but map data?  Sounds like the Scorecard Accelerator model taken to another level.

Microsoft is working on a project called Microsoft Enterprise Cube. 

Dan Meyers' - BI Blog

The Microsoft PerformancePoint Team Blog

 

Summary: While you're developing software that integrates with PerformancePoint Server 2007 Dashboards, you may find it helpful to turn on CriTrace. CriTrace traces all the calls to the CreateRenderingInstructions web method in RenderingService.asmx and dumps the parameters passed to that web method out to the server's file system as xml files.

The Microsoft PerformancePoint Team Blog

Tuesday, November 27, 2007

Have Data Will Travel - Microsoft & Stratature MDM Myths, and my Ultramarathon Shoes

Master Data Management (MDM) has been a problem since the first customer management systems were designed.  I remember maintaining a Broadbase/Kana system that utilized a 'deduping' process to unify multiple customer attributes into a single unique customer identifer.  Back then the process was cumbersome, unreliable, and generally messy.  Though Analysis Services provides a Unified Dimension Model (UDM) that supposedly provides a single view of your data, it still requires a clean relational data source. Garbage in... Garbage out.

If we get accepted to the Technology Preview for MDM, I will see if MS has solved this problem with Microsoft MDM, or if this is just another BI/Data Management tool to add to the MS stack that seems to be getting more crowded every day.

Within OLAP data, hierarchies are a key feature, and keeping them clean and up to date can be tough.  One of the core problems with our last project was trying to understand how to best map and consolidate this chart of accounts into a single model from multiple sources.

Perhaps this does the trick?

For example, one of the things that most impressed us about the Stratature product is that they do a better job than just about anybody we have seen at managing hierarchies. When we talked to our internal IT people they said they were buying a copy of Stratature +EDM primarily for its hierarchy management capabilities because they found many people were spending a significant amount of time managing hierarchies in spreadsheets on their desktops and this not only lead to lots of duplication of effort but in some case could be error-prone if the wrong spreadsheet was used.

This information lead to quite a few statements that Stratature was only a hierarchy management system. Stratature is a very fully-featured MDM hub and hierarchy management – while it’s cool – it only a small part of what it does. Going back to the whispering analogy, this is like starting with a statement that I bought a pair of shoes because they had really cool laces and ending up with I bought a pair of shoe laces.

Source: Have Data Will Travel

Speaking of shoes, my wife got me a pair of North Face Endurus XCR BOAs last January on our LA vacation in Beverly Hills.  The coolest thing about them?  No laces to do up.

I read about them in a Wired article about Dean Karnazes on the plane to LA, and I thought they sounded amazing.  Dean's story is truly inspirational too.  It got me motivated to start running... or at least to get the gear for when I decide to. 

(I did walk over 200 blocks last weekend in New York, and I followed Dean's secrets to success (sleeping less, eating junk food and pushing your body to the point of death).  Not sure that I'll go running any 50 state marathons any time soon though.)

To tighten the shoes, you turn a knob on the back similar to a ski boot.  To loosen, you pull the knob. People tend to turn their heads to try and figure out what the heck you are doing with your clicking shoes, until I tell them the laces are stainless steel.  Yes they're geeky, but at least they're sports-geeky.

It still appears to be a V1 product. There are some glaring defects that I was a bit bothered about, though I haven't bothered to call the company about them.  After about 1 month, the rubber washer on the back dial on the back broke, making turning the knob a bit harder on the fingers. These things are no good with pants, as they catch annoyingly on them. 

A few days ago, I noticed that the tensioner on the back started to skip as if it was stripped.  For the most expensive shoes I have ever owned, I am getting the same experience I would expect with a high-performance British race car - low reliability.

My fault for believing I would become an Ultra Marathon man like Dean Karnazes, just by stepping in his shoes.  They are really comfortable though, they're a conversation piece, and they never come undone. 

And since he's #27 on the list of Time's World's 100 Most Influential People, I shouldn't feel too bad.  Is it the shoes, Dean?

So yes, I did end up buying a pair of really cool laces wrapped in a shoe.

Monday, November 26, 2007

The Data Puzzle: Free Training for PerformancePoint Server 2007 Now Available

 

Free Training for PerformancePoint Server 2007 Now Available

Good news! There are now 9 training modules for the Planning side of PerformancePoint, and 5 modules for the Monitoring & Analytics side.

Here are a sampling of the titles available:

  • Module 3: Fundamentals of a planning application
  • Module 7: Fundamentals of the Excel add-in for PerformancePoint Server 2007                
  • Module 8: Embedding rules and calculations into a planning application                
  • Module 10: Fundamentals of monitoring and analyzing data with PerformancePoint Server 2007                
  • Module 13: Building dashboards with PerformancePoint Server 2007
  • Module 14: Managing security in dashboards, scorecards and analytic                

All modules come with a video and a workbook, and are available for download here.

The Data Puzzle: Free Training for PerformancePoint Server 2007 Now Available

Wednesday, November 14, 2007

The Performance Guys: 3000 Consultants Trained on PerformancePoint?

 

3000 Consultants Trained on PerformancePoint?

So says Eddie Short, a VP at CapGemini, attending the MSFT PerformancePoint Server launch in London a few weeks ago, when asked about his firm's commitment to the Microsoft product. In fact, that's not 3000 consultants in the next 5 years, that's 3000 consultants by the end of THIS year.

The Performance Guys: 3000 Consultants Trained on PerformancePoint?

Ian Tien's Unofficial PerformancePoint Server and Business Scorecard Manager Blog: Jason Morales' Microsoft BI Update v.14 - November

 

Jason Morales' Microsoft BI Update v.14 - November

Another great Microsoft BI update from Jason Morales:

Hot Topics

PerformancePoint and BI resources have been arriving fast and furiously.  Scroll down to the Resources section to check out the latest Operations and Deployment Guides, new sample data sets, online trainings, on-demand webcasts and whitepapers.

And on top of it all, this month marks the release of The Rational Guide to Monitoring and Analyzing with Microsoft Office PerformancePoint Server 2007… (Nick Barclay, Adrian Downes)

Upcoming Events

Extending CRM Analytics via Microsoft BI Products

When: Nov 13 (Tue) @ 9-11am

Where: Denver, CO

Click here to register

St Louis BI/PerformancePoint Roundtable

When: Nov 28 (Wed) @ 8-10am

Where: St. Louis, MO

Click here to register

Omaha BI & Wine Tasting Event

When: Dec 6 (Thurs) @ 430-8pm

Where: Omaha, NE

Click here to register

Find Events & Webcasts

Upcoming Webcasts

PerformancePoint Server Demo

When: Nov 13 (Tue), 11am PDT

Click here to register

When: Oct 30 (Tue), 11am PDT

Click here to register

Monthly Reporting with PerformancePoint Server 2007

When: Nov 16 (Fri), 1pm PDT

Click here to register:

http://www.microsoft.com/events/EventDetails.aspx?CMTYSvcSource=MSCOMMedia&Params=%7eCMTYDataSvcParams%5e%7earg+Name%3d%22ID%22+Value%3d%221032355966%22%2f%5e%7earg+Name%3d%22ProviderID%22+Value%3d%22A6B43178-497C-4225-BA42-DF595171F04C%22%2f%5e%7earg+Name%3d%22lang%22+Value%3d%22en%22%2f%5e%7earg+Name%3d%22cr%22+Value%3d%22US%22%2f%5e%7esParams%5e%7e%2fsParams%5e%7e%2fCMTYDataSvcParams%5e

SQL Server 2008: Expanding Business Intelligence Capabilities

When: Dec 6 (Thurs), 1pm PDT

Click here to register:

http://www.microsoft.com/events/EventDetails.aspx?CMTYSvcSource=MSCOMMedia&Params=%7eCMTYDataSvcParams%5e%7earg+Name%3d%22ID%22+Value%3d%221032355777%22%2f%5e%7earg+Name%3d%22ProviderID%22+Value%3d%22A6B43178-497C-4225-BA42-DF595171F04C%22%2f%5e%7earg+Name%3d%22lang%22+Value%3d%22en%22%2f%5e%7earg+Name%3d%22cr%22+Value%3d%22US%22%2f%5e%7esParams%5e%7e%2fsParams%5e%7e%2fCMTYDataSvcParams%5e

Training

PerformancePoint Server 2007 Training Sites

PPS Planning, Monitoring and Analytics, online training includes videos and workbooks

BSM & ProClarity self-paced online training

Hitachi Consulting

Business Intelligence Education Services

Solid Quality Mentors

BI Courses, including SQL 2005, PPS and ProClarity

IT Mentors

Microsoft Office PerformancePoint Server 2007 Monitoring & Analytics

Premier Knowledge Solutions

ProClarity Training

SQL Server Training Courses

Online & Instructor led

Partner Program – webcasts

Business Intelligence Using PerformancePoint Server 2007 Business Modeling (Level 200)

ISV Web Seminar Series Part 1: PPS – Leveraging PerformancePoint in your BI Solution

ISV Web Seminar Series Part 2: PPS - Planning

ISV Web Seminar Series Part 3: PPS - Monitoring

Online Training Webcasts - (keyword =  performancepoint)

Resources

Microsoft BI

Whitepapers

Demos

Product Evaluations

PerformancePoint Server 2007

System Requirements

Book: The Rational Guide to Monitoring and Analyzing with…  (pre-order form: Available 11/15)

Book: The Rational Guide to Planning with…  ((pre-order form: Available 12/15)

Flash Demo: Virtual Experience

Datasheets:  Overview, Monitor, Analyze, Planning

Case Studies: Energizer, Oticon, Skanska, Gemplus, Capella, CompUSA

Webcast: Performance Management 101 with PerformancePoint Server 2007,

Webcast: Business Intelligence with Office PerformancePoint Server 2007

Webcast: Revenue Forecasting with PerformancePoint Server 2007

Download PerformancePoint Server 2007 Evaluation Version (x86)

Download PerformancePoint Server 2007 Evaluation Version (x64)

Sample: Monitoring Data here

Sample: Planning Data here

Data Import Wizard for Microsoft Dynamics AX Tool here

Scorecard Migration Tool here

PPS Planning & Architecture Guide

PPS Deployment Guide

PPS Operations Guide

PPS Whitepapers

PPS Developer Portal

ProClarity

Search the Support Knowledge Base

Microsoft ProClarity Software Developer’s Kit 6.3

SQL Server 2005

Best Practices

SQL Server 2005 Business Intelligence

BI Presentations

SQL Server 2005 – Learning Portal

Archived Webcasts, Virtual Labs and Podcasts

Microsoft SQL Server 2005: Scales to your growing business needs

Case Studies: Kelley Blue Book, National Aquarium, Barnes & Noble

SQL Server 2008

Business Intelligence

Data Warehousing

What’s New in AS2008? (blog)

Testers give high marks to new features in SQL Server upgrade

SQL Server 2008 sticks to schedule, Microsoft exec says

A Look at Microsoft SQL Server 2008

Analysis Services

Microsoft SQL Server 2005 Analysis Services Step by Step

Microsoft SQL Server 2005 Analysis Services (Paperback)

Applied Microsoft Analysis Services 2005… (Paperback)

Delivering Business Intelligence with… (Paperback)

Microsoft Technet Whitepapers

Whitepaper: Identifying and Resolving MDX Query Performance Bottlenecks in SQL Server 2005 Analysis Services

SharePoint Server 2007

SharePoint Business Intelligence

Evaluation Guide

Data Mining

SQLServerDataMining.com

the data miner

Webcast: Building Adaptive Applications with SQL Server Data Mining

Dynamics

Microsoft Dynamics-Everyone Gets It

Evaluate Microsoft Dynamics—What is Microsoft Dynamics?

Whitepaper: Evaluating Financial Management Software…Is it time for a change?

Microsoft & BI Blogs

The Microsoft PerformancePoint Team Blog

Patrick Baumgartner’s Unofficial PPS Blog

Intelligent Insight on PerformancePoint – PerformancePoint Server

Adrian Downe’s Blog – Great 7 Part Series on PPS Planning Features!

Ian Tien’s Unofficial PerformancePoint Server and Business Scorecard Manager Blog

Microsoft BI Blog – by Patrick Husting

Nick Barclay’s BI Blog –PerformancePoint Server resources

Chris Webb’s BI Blog – MDXtreme Programming

Vidas Matelis BI Blog – SQL 2005 resources

Microsoft OLAP by Mosha Pasumansky – Deep Insights into SSAS & MDX

Prologika (Teo Lachev’s Weblog) – Reporting Services insights

Direct Reports (Brian Welcker’s Weblog) - Reporting Services

The Data Puzzle – Solving the Enterprise Data Puzzle with Microsoft BI

Microsoft BI Partners

http://www.microsoft.com/bi/partners/partners.aspx

OLAP Report - summaries

Preview of PerformancePoint Server 2007

Market share analysis

SQL Server Analysis Services 2005 (Microsoft)

What is OLAP?

Commentary: Business Intelligence Competency Centers

Dimensional Relational vs. OLAP: The Final Deployment Conundrum

Analyst Reports

AMR Research: Microsoft’s Looming Impact on the Business Intelligence and Performance Management Market

Forrester Report Detail BPM Growth and Market Leadership

Gartner Research: Microsoft Office PerformancePoint Server 2007 Coming Soon to a Desktop Near You

Business Intelligence Virtual Labs

Try out a business intelligence virtual lab to test out the technology stack, including:

  • Analysis Services
  • Excel 2007
  • Business Scorecard Manager 2005 (BSM)
  • ProClarity
  • Report Builder
  • Integration Services
  • Data Mining

More News Links & Press Releases

Microsoft ‘ecosystem’ is biggest, survey says

Microsoft Crafts Single Code Base for ERP Apps

Gartner data warehouse DBMS Magic Quadrant 2007: New tools, old mantras

Business intelligence set for a boom

Technology or Business – Chicken or the Egg, Part 3

Data Warehouses and Scalability

Business intelligence and corporate performance management software: What’s the difference?

Operational Business Intelligence – A Prescription for Operational Success

Achieving Business Intelligence Impact: Integrating Business Intelligence with Core Business Processes

The Road to Business-IT Alignment, Part 1

Analytics and Experiments for Business: An Interview with Super Crunchers Author Ian Ayres

The Secret to Successful Business Intelligence: A Top-Notch Data Warehouse

Data Mining the Financial Markets, Part 1

Executive dashboards and scorecards: How to get started

BI project management: Five must-have pieces of advice

Ian Tien's Unofficial PerformancePoint Server and Business Scorecard Manager Blog: Jason Morales' Microsoft BI Update v.14 - November

Thursday, November 8, 2007

PerformancePoint exam

Today was the last day to write the beta release of the Performance Point exam 71-556 for free, so I decided to squeak it in. As with the other couple of beta exams I have written, there was a feeling that a few of the questions & answers didn't make a whole lot of sense, but overall the outline I picked up from other blogs matched the content.

The key difference between the rough outlines & the actual exam was the weightings of topics. It was about a 50/50 mix of Planning vs. Monitoring in my case, with 66 questions total. You are allocated 4 hours, though since it was all multiple choice and no case studies (and the woman talking to herself behind me was driving me crazy) I finished well under that timeframe.

The key items I found on my exam, not disclosing the actual questions or answers, were mainly security, association, model, and a few KPI & Excel add-in related. Of course all the components in the outlines were discussed, though for some reason it felt like there was an emphasis on security and roles

I guess I will find out in 4-8 weeks what my results were.

As for my study method, you can see my article on how I studied for my last exams on Sql Server Central.

I would upload my study notes, but really I just took the outline, searched the help files for each of the products identified, and created a notebook section in One Note. I saved the section as a Word doc, did some formatting to kill less trees, and printed it out for some easy cram notes.

It helped that I have deployed all the components of PerformancePoint, and did some extensive work with the product's previous incarnation, Business Scorecard Manager.

In general, I would recommend looking at the various features of PerformancePoint and see where each piece fits into your business intelligence strategy. The Planning Product has some very powerful features worth looking at, and the Monitoring product is the frontend piece Microsoft has needed for years to deal with OLAP data.

If you're interested in seeing when the exam is released, or just want to check out the other new products Microsoft is certifying for, check out the Recently Released Exams at: http://www.microsoft.com/learning/mcpexams/status/new.mspx

Wednesday, November 7, 2007

"So, a booth babe and a geek walk in to a bar..." : PerformancePoint Server Beta Exam

Last chance to write the exam is November 9, 2007 until mid December. 

PerformancePoint Server Beta Exam

Please share with anyone with a stake in PerformancePoint Server. The beta exam 71-556 (TS: Microsoft Office PerformancePoint Server 2007, Application Development) is open now through October 19 at Prometric. If you don't know much about betas, read this or this first.

Registration Information

  • You must register at least 24 hours prior to taking the exam.
  • Please use the following promotional code when registering for the exam: TSPPS
  • Receiving this invitation does not guarantee you a seat in the beta; we recommend that you register immediately.
  • To register in North America, please call Prometric: (800) 755-EXAM (800-755-3926)
  • Outside the U.S./Canada, please contact: Prometric: http://www.register.prometric.com/ClientInformation.asp

The topics covered in this exam: no prep guide available yet

"So, a booth babe and a geek walk in to a bar..." : PerformancePoint Server Beta Exam

MDX: Why it will matter to application developers | Reg Developer

 

Since when did application developers need to know about an analytical querying language like MDX? Since February 27th, next year. That’s when Microsoft will launch SQL Server 2008

MDX: Why it will matter to application developers | Reg Developer

Wednesday, October 31, 2007

Sharepoint Lists & Reporting Services

 

I needed a way to generate a report from list items in SharePoint. In Reporting Services, there is no way to select a SP List as a data source --- unless you create an extension.
Well, I found some great code to start with here à http://www.teuntostring.net/blog/2005/09/reporting-over-sharepoint-lists-with.html
I was able to modify this code and get it to work.
Some modifications from what the web site tells you:
The configuration files you will need to edit are as follows:
C:\Program Files\Microsoft SQL Server\MSSQL.3\Reporting Services\ReportServer\rsreportserver.config
C:\Program Files\Microsoft Visual Studio 8\Common7\IDE\PrivateAssemblies\RSReportDesigner.config
The assembly seems to want to be in 4 locations (2 for design and 2 for runtime); I understand the 2 for design as it needs one for the IDE setup of the data source and one for the Preview (probably), but anyway once the DLL lived in these locations, life was great:
C:\Program Files\Microsoft SQL Server\80\Tools\Report Designer
C:\Program Files\Microsoft SQL Server\MSSQL\Reporting Services\ReportServer\bin
C:\Program Files\Microsoft SQL Server\MSSQL.3\Reporting Services\ReportServer\bin
C:\Program Files\Microsoft Visual Studio 8\Common7\IDE\PublicAssemblies\
I can see this coming in handy across our MOSS 2007 projects….

RDA Corp - Business Intelligence and SQL Server

88 Million Copies, What can you say?

– There are 10,000 customers in the Customer Technical Preview (CTP) program for PerformancePoint Server, its new business intelligence offering.

88 Million Copies, What can you say?

If the purchase rate based on these customers is 5%, Microsoft is looking at $15-$30 million dollars worth of license sales for PerformancePoint.  Something tells me it will be much higher... now that Proclarity is in the mix for "free"

Microsoft won a patent battle in the spring against Timeline.  This may affect them in the future though, if Timeline decides to appeal.  Plus they're still going after Proclarity, now owned by Microsoft.

More info:

Federal Court Grants Partial Summary Judgment in Favor of Microsoft in Timeline Suit

06/4/2007

Timeline Inc. announced that the United States District Court for the Western District of Washington granted a partial summary judgment in Timeline Inc. vs. ProClarity Corporation. The import of the court's decision is that Timeline's Patent License Agreement (Patent Agreement) with Microsoft Corporation cannot be terminated, and that Timeline's August 2006 termination of the license based on Microsoft's breach of it was therefore ineffective. The court held that Timeline's remedy for any alleged breaches would be to seek damages. Consequently, the court dismissed claims of patent infringement against Microsoft. The federal court also then declined to exercise jurisdiction over state law claims between Timeline and Microsoft, including Timeline's claims for breach of contract, and dismissed them without prejudice to refilling of the claims in state court. This allows Timeline to pursue its claims of material breaches of the Patent Agreement in Washington State courts and to seek damages for breach rather than damages for patent infringement. Timeline had also claimed damages against Microsoft for breach of a separate agreement, under which Timeline wrote the Microsoft Small Business Financial Manager (SBFM Agreement). This cause of action was also dismissed without prejudice to refilling in state court by the federal court's ruling. The ruling does not affect Timeline's claims in the same suit for patent infringement against ProClarity Corporation, which is now a subsidiary of Microsoft Corporation. Those claims are set for trial in October 2007.

Monday, October 29, 2007

Artful Blog

 Useful tip...

One simple way to connect to Terminal Server/Services is to run following from the command line:

mstsc -v:MyServer /F -console

Alteratively, you can install Windows Server 2003 Administration Pack and use Remote Desktops (note s at the end - this is different from Remote Desktop (no s) from Windows XP).

Artful Blog

The Microsoft PerformancePoint Team Blog

 

The PerformancePoint Planning & Architecture Guide is now complete and live!

The PerformancePoint Planning & Architecture Guide is now complete and live!   Updates have also been make to the Deployment Guide and are now reflected out on TechNet.  The next refresh of the documentation will be in November.  http://technet.microsoft.com/en-us/library/bb794633.aspx

To recap, the roadmap to the PerformancePoint documentation is as follows:

  • On the base install:  All context-sensitive help and base product documentation including conceptual information and procedures. Also contains links to Office Online, TechNet, and MSDN.

The Microsoft PerformancePoint Team Blog

Wednesday, October 24, 2007

Staging data into PerformancePoint Planning

 The documentation is intentionally vague on this subject.  We have implemented staging from our relational data sources (Accounting, Timesheet, Project Tracking) using SQL Server Integration Services. (SSIS)

One simple way for loading fact data is to create an SSIS Package with a Data Flow Task.  The DFT contains an OLEDB Source pointed to your data store & OLEDB Destination pointed to the fact label table within PerformancePoint's staging database for your application.  The procedure bsp_DI_CreateLabelTableForMeasureGroup is executed using a SQL Script Task after the DFT.

Here is a posting from the newsgroups that may help more. 

Hi Kurinji,
The ETL process to the Staging DB is such a custom process that
detailed steps can't really be given.  What you will have to do is to
create your dimensions, hierarchies, and models in the Business
Modeler, and then synchronize them all to the Staging Area.  Pay
special mind to the built-in dimensions, because they may have
properties you have to define, such as Account and the AccountType.
At any rate, what you'll need to do is load the following columns for
each dimension:
MemberId = NULL (This will be changed when it gets loaded to App)
Label = Your choice (This must be a unique identifier.  Be careful,
however, as the Label is used as an end-user identifier as well.
Make sure that it's both user-friendly and unique.)
Name = Your choice (Supposed to be the friendly name, so make it that
way)
Description = Your choice
SequenceNumber = NULL (PPS will take care of this)
SourceMemberId = The key of the source record (Use this to refer back
to your source table.  Usually you map the primary key to this.)
OwnerID = 0 (Tells PPS Admin owns it)
CreateDatetime = getdate()
ChangeDatetime = getdate() (Both of these are fairly
self-explanatory.)
LoadingControlID = NULL (PPS will take care of this)
BizSystemFlag = 200 (Needs to be 200 so PPS knows to add it. 300 is
update, and 400 is delete. 100 is that it's already in the database,
0 is do nothing with it and 900+ is an error code.)
BizSystemErrorDetails = NULL (PPS will flip this to the column names
where an error occurred if on did in fact occur.)
You may have a property you need to update if you've added any
dimension properties or you're using a built-in dimension.  If you're
using a built-in dimension, what you'll need to do is make a
cross-reference to the  corresponding AG_ table for its MemberId.
For example, if you wanted an Account to be an asset, for the
AccountTypeMemberId column in D_Account in Staging, you'd use (SELECT
MemberId FROM AG_AccountType WHERE Label = 'Asset').
Side note: All dimension tables are labeled D_, while measure tables
are labeled MG_.  Hierarchy tables are labeled H_.  Check the
documentation for specific details of these tables.
Also note that you should make heavy use of SSIS and the PPSCmd.exe
utility in your ETL process.  This way, you'll be able to make a
repeatable and scheduled process to do the ETL.  For PPSCmd.exe
documentation, look in the Business Modeler documentation.
As for MeasureGroup tables, you'll need to use the MemberIds of your
Dimension tables, so make sure that you load your Dimension tables
into the App DB BEFORE staging the fact data.
Your process in SSIS should look roughly like:
Sync Dimensions->Sync Models->Stage Dimensions->Load Dimensions->Stage
Hierarchies->Load Dimensions->Stage Fact->Load Fact->Deploy Model
This way, you'll have all the right IDs available when you need them.
Note that loading a dimension also loads all of its hierarchies.
Hopefully this is helpful!
Cheers,
Eric
Kurinji wrote:
> Hi all,
> Am new to PPS planning area. I would like to know the steps to
> load the staging database from the relational database(SQL Server)
> which i already have. In the documentaion, i read its a manual
> process to load the staging DB, but nowhere am able to see that
> manual process steps. Can somebody help me in setting up the staging
> db and loading it with the Relational database.
> Thx

Monday, October 22, 2007

Microsoft BI - Get the new resource kit

 

Get the new BI Resource Kit

Explore the products and capabilities of Microsoft BI in the newly updated BI Resource Kit – now featuring the latest information on Microsoft Office PerformancePoint Server 2007. Discover the rich business potential of Microsoft BI through hands-on labs and demos, whitepapers, Web seminars and a comprehensive collection of technical resources when you request your complimentary BI Resource Kit. Learn how your organization can benefit from this complete, integrated BI solution from Microsoft that now includes the comprehensive performance management capabilities of PerformancePoint Server 2007. Information about the 2007 Microsoft Office System and SQL Server 2005 is also included. Quantities are limited, so register to get your BI Resource Kit now!

Microsoft BI

Friday, October 19, 2007

Charts And Graphs: Modern Solutions | Developer's Toolbox | Smashing Magazine

Everything you wanted to know about web-enabled charts and graphs for data visualization. 

Charts are supposed to visualize data in order to give a more profound understanding of the nature of a given problem or recent developments. Whatever type of data presentation you prefer (pie charts, bubble charts, bar graphs, network diagrams etc.), you can create charts in graphic editors manually or use special desktop-software instead. In both cases you have a major problem: once you’d like to update an old chart, or create a new one, you have to run the application and create new images over and over again. That’s not flexible. That’s also not usable — e.g. if you’d like to update your chart live.

Charts And Graphs: Modern Solutions | Developer's Toolbox | Smashing Magazine

Wednesday, October 17, 2007

Dan on eScience & Technical Computing @ Microsoft - Web Data Add-in for Excel 2007

 

The Excel 2007 Web Data Add-In makes it easy to use a Web page as a data source in Excel. The add-in plugs into Excel 2007 seamlessly, its entry point located on the Data Tab under the From Web option. The system extracts data by learning from a user’s selection of data they wish to capture into Excel. The more selections, the more the system is trained. An example scenario: You wish to import and track data from MSN's weather page. Visit the site using the tool, enter Data Capture mode, and select a row or two of data from the table. Then click Select Similar, and the system will find similar data based on your previous selections. You then can click Import and leverage Excel's rich data-editing capabilities, including the Refresh command, which will revisit the Web page and extract potentially new, updated data.

Dan on eScience & Technical Computing @ Microsoft

Sharepoint Integration & Navigation Links

I just noticed that the new protocol for accessing PerformancePoint doesn't work in a Sharepoint Navigation URL (fails validation)

The PerformancePoint Server protocol handler enables PerformancePoint Server users to open planning assignments through hyperlinks. This protocol handler is automatically installed on every client computer where the PerformancePoint Add-in for Excel is installed.
The PerformancePoint Server protocol handler is automatically registered when PerformancePoint Add-in for Excel is installed and appropriate registry keys are created.

PerformancePoint:http://server:46788&application=myapp&assignment=4119

One question I have is why didn't they just link to an Excel Worksheet with some parameters, or a web page that exports a worksheet that fires the PerformancePoint add-in, instead of adding the complexities of a protocol handler?

Here's more info on the protocol handler:

http://technet.microsoft.com/en-us/library/bb660547.aspx

Monday, October 15, 2007

Export XML data - Excel - Microsoft Office Online

Some solutions may require exporting XML feeds from Excel spreadsheets to feed SQL databases.  One alternative is to use linked servers, however this may not be available in some environments.

Here is some info on mapping XML to Excel 2007.

After you have imported XML data, mapped the data to cells in your worksheet, and made changes to the data, you often want to export or save the data to an XML file. There are two ways to export XML data from a Microsoft Office Excel 2007 worksheet:

Export XML data - Excel - Microsoft Office Online

Saturday, October 13, 2007

Pranav ... Blogging : Command-line, the old beast ..

Command line switches for Office apps. 

Here is a small list about the command line switches, although it might not be a complete list, but i'll update my blog after collecting the remaining pieces.

Office 2007 : http://office.microsoft.com/en-us/word/HP101640101033.aspx

Office 2000 -2003 : http://support.microsoft.com/kb/210565

/a & /safe switch: http://support.microsoft.com/default.aspx?scid=KB;EN-US;813589

Excel: http://office.microsoft.com/en-us/excel/HA101580301033.aspx

Visio: http://support.microsoft.com/kb/314392

Powerpoint: http://office.microsoft.com/en-us/powerpoint/HA101538891033.aspx

Playlist files .. (this is something that I never knew about, even it's existence!): http://support.microsoft.com/kb/176678

Source: Pranav ... Blogging : Command-line, the old beast ..

Bill Morein's Weblog : Visio Active Directory Topology Diagrammer

 

One of the most common requests I get from IT users of Visio is for a way to draw out an Active Directory topology map. Visio has Active Directory shapes, but until now it didn't have the ability to actually go out and create a diagram from AD. We've put up a free download that does this -- the Microsoft Visio Active Directory Topology Diagrammer is now available. This runs as a separate application and is installed in the Start menu. Here is a screenshot of the UI:

Source: Bill Morein's Weblog : Visio Active Directory Topology Diagrammer

Wednesday, October 10, 2007

How do I export data with an outbound rule?

 

How do I export data with an outbound rule?

Outbound rule sets make it possible for you publish Planning Server data to specified external data stores called Data Destinations. Modelers can create sets of customized outbound rules to fit a particular business scenario.

This procedure provides guidelines that can help a modeler develop outbound rules and rule sets.

What you can do when you finish

When you create and run an outbound rule set, your Planning Server data is available to an extended business user community. Your data can be used by applications other than the Planning Server tools. For example, at the end of the budget cycle, a customer might want extract new budget numbers and update an enterprise plan. Alternatively, a customer might want to create a data catalog or snapshot of results from Planning Business Modeler.

How do I export data with an outbound rule?

PerformancePoint Server Developers Site

 

PerformancePoint Monitoring 2007 SDK
PerformancePoint Monitoring SDK

Use the PerformancePoint Monitoring SDK to help customize and integrate your own dashboard object extensions such as custom reports and data sources, wizards, and user interface extensions. The 2007 release of the SDK includes overview topics, code examples, and updated references for programming with PerformancePoint Monitoring Server.

PerformancePoint Planning Business Modeler Developer Reference
PerformancePoint Planning Business Rules Development Guide
Get information about how to use PerformancePoint Planning to develop business rules that perform complex planning, budgeting, and forecasting, or financial operations such as consolidation. Develop custom rules in the PerformancePoint Expression Language (PEL), SQL, or MDX, or take advantage of the many templates that you can use for business rules.

PerformancePoint Server

The Microsoft PerformancePoint Team Blog : Launching ProClarity Professional from a PAS View within a PerformancePoint Dashboard

 

Here is an example URL with the "uiConfig" option set:

http://MyPasServer/pas/en/src/proclarity.asp?uiConfig=tb;ht;&book={6253ECA7-E784-403F-94F0-438B9722D219}&page={E220649B-2344-409E-835C-1ABF6939A06F}&folder=root&LibID={93E72F1B-806C-49AC-9BDC-256BFFA23D51}

The Microsoft PerformancePoint Team Blog : Launching ProClarity Professional from a PAS View within a PerformancePoint Dashboard

Tuesday, October 9, 2007

Bill Baer : Deploying ProClarity Viewer 6.3 for SharePoint

 

Deploying ProClarity Viewer 6.3 for SharePoint

I was recently asked to deploy the ProClarity Viewer 6.3 for SharePoint Web Part - after downloading the package I realized that it was not offered in a deployable package, but rather a compressed archive of the .dwp, assembly, and resource files.  The challenge became offering a user experience similar to the previous ProClarity Viewer version so I decided to package the Web Part into a reusable solution.  For those interested or looking to create a deployable Web Part package I've documented the steps below:

Bill Baer : Deploying ProClarity Viewer 6.3 for SharePoint

Thursday, October 4, 2007

UNPIVOT

For certain source systems like AccPac, you may need to convert your column-based list of periods or months into a row-based list that is friendlier for an OLAP data model with a time dimension.

The SQL 2000 solution would be to use a case statement or possibly a custom pivot function, or maybe some creative use of the isnull function.

Here is an example query for this in SQL 2005: 

SELECT
[ACCTID]
,[FSCSYR]
,[FSCSDSG]
,[FSCSCURN]
,[CURNTYPE]
,[AUDTDATE]
,[AUDTTIME]
,[AUDTUSER]
,[AUDTORG]
,[SWRVL]
,[CODERVL]
,[SCURNDEC]
,[OPENBAL]
,[PERIOD], Balance
FROM
(
SELECT [ACCTID]
,[FSCSYR]
,[FSCSDSG]
,[FSCSCURN]
,[CURNTYPE]
,[AUDTDATE]
,[AUDTTIME]
,[AUDTUSER]
,[AUDTORG]
,[SWRVL]
,[CODERVL]
,[SCURNDEC]
,[OPENBAL]
,[NETPERD1] [Jan]
,[NETPERD2] [Feb]
,[NETPERD3] [Mar]
,[NETPERD4] [Apr]
,[NETPERD5] [May]
,[NETPERD6] [Jun]
,[NETPERD7] [Jul]
,[NETPERD8] [Aug]
,[NETPERD9] [Sep]
,[NETPERD10] [Oct]
,[NETPERD11] [Nov]
,[NETPERD12] [Dec]
,[NETPERD13]
,[NETPERD14]
,[NETPERD15]
,[ACTIVITYSW]
FROM [GLAFS]
WHERE activitysw = 1 ) Balance

UNPIVOT (
Balance
FOR [Period]

IN ( [Jan], [Feb], [Mar], [Apr],
[May], [Jun], [Jul], [Aug],
[Sep], [Oct], [Nov], [Dec])
) AS unpvt
WHERE BALANCE <> 0

Tuesday, October 2, 2007

Upgrading from CTP4 to RTM PerformancePoint 2007

A good posting from the newsgroups on upgrading PerformancePoint to RTM.  The question was "Do you have to uninstall CTP4 to install RTM?"

  Yes, that is the upgrade path for the "Planning Server".  Note that you do *NOT* want to drop the Databases after you uninstall, as you will be re-using them.  When you run through the RTM Configuration Manager you would choose a "Distributed" installation and Un-Check the Database Install option, this will allow you to "Attach" to the DB's... if the option is selected PPS will attempt to create the DB's for you, which is not what you want, and, since yours already exist, would fail.

  Installing RTM will "upgrade" the Planning Server's System and Service Databases automatically for you, if you have any Applications, you will need to upgrade those after the fact using the PPSCMD, (which is installed with the Business Modeler), "Upgrade" option, (you can type PPSCMD help Upgrade" on the command line for more info... by default, PPSCMD is installed here: "%ProgramFiles%\Microsoft Office PerformancePoint Server\3.0\BizModeler".

  The entire process should be in the Deployment or Operations guide, (which is up on the TechNet and Office Online PPS sites).  Note that after this has been done, you "may" need to go in and re-grant your SI Account some permissions... it depends on how your present system is setup.  The reason I say you "may" need to is because a "Distributed" install is considered by PPS to be a Production Environment installation, and as such certain permissions are not granted to the SI Account during Configuration of a Distributed Environment for security purposes... much the same way that after installing SQL Server 2005 your Remote Connections are not enabled by default. :-)  The Documentation should discuss this further. :-)

Monday, October 1, 2007

loose wire blog: A Directory of Visualizing Tools

My favourite visualization is the Treemap, which is useful in many applications.  (including freeing up space on your harddrive.) 

A treemap “is a bunch of squares, arranged to form a mosaic. The size and color of each block mean something”. It’s probably easier to show it than to explain it:

Treemap
(from RoomforMilk, see below)

Source: loose wire blog: A Directory of Visualizing Tools

Saveen Reddy's blog - Automating Visio 2007

 I hope this is a misprint otherwise I'm using an older version of Visio.

Saveen has some good links on colour and automation of Visio.

Automating Visio 2007 with AutoVisio - now on CodePlex

As I've been exploring automating Visio 2008 through C#, I've been placing all that code in a library called AutoVisio. It's not well-commented and is built on the beta 2 version of Visual Studio 2008, but I thought now would be a good time to let others use it.

Link to project site on codeplex: http://www.codeplex.com/autovisio

Source: Saveen Reddy's blog

Visio Guy » Blog Archive » Visio 2007 Developer Resources #1

More info on Visio from Visio Guy's blog.   The release is out so this is a bit stale now...

Well the buzz about Visio 2007 is increasing daily, and all the hard-core Visio fans are already working on solutions for the next version of Visio. If you’re itching to jump on the bandwagon, I’ve collected a set of links to point you towards as many Visio 2007 developer-related links as possible!

Enjoy!

The Beta

Download Visio 2007 Beta 2
You won’t get very far in your Visio 2007 development without an installation of the latest beta!

Books

New Book: Visualizing Information with Microsoft® Visio 2007
David J. Parker over at bVisual has a new book coming out soon that will help you to harness the power of the data-integration and visualization features coming in the next version of Visio.

Articles

What’s New for Developers in Visio 2007 (Part 1 of 2)
What’s New for Developers in Visio 2007 (Part 2 of 2)
A great breakdown of the new ShapeSheet and Automation features for those of us who roll our own Visio, as well as info on how to use the new data features in Visio 2007.

Designing Shapes for Use with Themes in Visio 2007
Expanding on the color schemes feature available in earlier versions of Visio, Theming in Visio 2007 offers a sophisticated way to customize the colors and styles of your Visio diagrams. The shapes that come with Visio 2007 rely heavily on Theming, and the results are quite impressive. This article describes how you can design your own shapes to function with Theming and introduces several new ShapeSheet functions that help you get the job done.

Integrating Visio 2007 and Access 2007
An article from Visimation for MSDN which describes how to generate a Visio diagram from data stored in an Access database. Lots of code samples in C#.

Integrating Visio 2007 and Excel 2007
Another article from Visimation for MSDN which describes how to link data in Visio to Excel using the Visio Data Selector and generate a BOM (Bill of Materials) Code samples in C#.

Building Custom Data Graphics for Visio 2007
A nice 8-or-so-page article on developing your own data-widgets and getting them to work with Visio 2007’s cool data-integration features!

Web Logs & Portals

Visio 2007 on MSDN
A good place to start. At the top, you’ve got on-line SDK Documentation and Technical articles. Once you start clicking, you’ll probably never escape! :)

Visio Developer Portal on MSDN
Part of Microsoft Office Developer Center this site contains articles, whitepapers, code samples, downloads and links to other developer resources, including a list of web logs from Visio’s own staff!

Visio Insights Weblog
This web log is from the folks on the Visio team and contains some very deep posts on developing for Visio. Although it’s not just Visio-2007-specific, it’s nonetheless choc-full of information that’s vital to improving the quality of your Visio solutions.

Bill Morein’s Weblog
An MS Visio team member, Bill’s blog is all about Visio and Data Visualization, and many of his articles pertain to Visio 2007.

Eric Rockey’s Weblog
Another MS Visio team member, the title of Eric’s blog: “What’s new in Visio 12″ should be a grand give-away.

Downloads

Visio 2007 SDK (Software Development Kit) Beta 2
The latest version of the Visio SDK offers a great help file, a Code Librarian database full of Visio-related snippets, several VB.NET, C#, VB6 and C++ automation examples, the Visio 2003 Viewer, and .NET templates that help you to quickly create applications and COM Add-ins for Visio.

Office 2007 Developer Map Poster
Cool Office 2007 Developer’s poster in PDF format (thanks to Bill Morein’s weblog)

Related Posts:

Source: Visio Guy » Blog Archive » Visio 2007 Developer Resources #1

Visualizing Information with Microsoft Visio 2007

One of the components to your company's PerformancePoint solution could be data-driven Visio 2007 diagrams.

This book should help with that, or at least get you certified in Visio 2007 Application Development (Exam 70-545)

http://www.visualizinginformation.com/

Link to Visualizing Information - Home

Friday, September 28, 2007

PerformancePoint Server

 

PerformancePoint Planning Business Rules Development Guide
Get information about how to use PerformancePoint Planning to develop business rules that perform complex planning, budgeting, and forecasting, or financial operations such as consolidation. Develop custom rules in the PerformancePoint Expression Language (PEL), SQL, or MDX, or take advantage of the many templates that you can use for business rules.

Source: PerformancePoint Server

Wednesday, September 26, 2007

Notes from the Newsgroups on PerformancePoint Release

• Evaluation edition of the product will be available right after we RTM
(9/25) on Download Center
• Enterprise edition of the product will be available to MSDN subscribers
very early October
• Enterprise edition of the product will be commercially, widely available
on Volume Licensing very early November (11/1 as mentioned below)

Andrew Fryer's Blog - The Cockpit

 

Flying as I mentioned in my last post is a difficult business,  If you have ever seen the flight deck of a modern aircraft it's a daunting array of instruments and switches with no obvious sense to them.  The screen grab above is just from a little light aircraft and even this looks confusing.  However an experienced pilot will concentrate on just six instruments and I have magnified and numbered these :

  1. How fast you are going (airspeed indicator)
  2. The orientaton of the plane in the sky (artificial horizon)
  3. How high you are (altimeter)
  4. How the plane is turning (bank indicator). This is how a pilot can turn the plane tightly while you don't notice and your coffee doesn't end up over the next passenger.
  5. Which direction you are going (compass)
  6. Whether you are going up or down (vertical speed indicator)

Andrew Fryer's Blog

Tuesday, September 25, 2007

Personalized Excel Add-In Config

If you are looking for location where the Excel Add-In stores it's configuration info, it is here, according to a posting

in the newsgroups.

This could be useful for preconfiguring connection strings for large-scale deployments.

C:\Documents and Settings\USERNAME\Local Settings\Application
Data\IsolatedStorage\czdaxqqg.gkr\wtgggmri.bmi\Publisher.wobgdc0ahsmraeplqqlxnqg12riflrpx\AssemFiles

Blog: Shawn Rogers - PerformancePoint 2007 launch

PerformancePoint 2007 was launched last week.

KABOOM!!! Yep that sound you heard at 10:30 AM MST was the change in the business intelligence landscape that many people have been waiting for, Jeff Raikes, President of the Microsoft Business Division, announced the launch of Microsoft Office PerformancePoint Server 2007, Microsoft’s new performance management application during a press conference. It's going to be an interesting ride the next couple months as Microsoft attacks the BI space with its full line up of solutions.

Source: Blog: Shawn Rogers

Russell Christopher's Semi-Useful BI Musings

 

Mosha just announced the availability of a new tool he wrote called MDX Studio:

MDX Studio is tool which helps users of Microsoft Analysis Services to analyze complex MDX expressions, monitor performance characteristics of MDX queries and get insight into how MDX interacts with other UDM features such as attribute relationships. MDX Studio provides unique visualization representation of MDX expression and allows the user to interact with different stages of MDX execution.

 The tool itself can be downloaded here.

Source: Russell Christopher's Semi-Useful BI Musings

Office Rocker! : Clean up with MOPPS

Sounds like PerformancePoint is up on MSDN today.  What about connect users?  No notifications? 

does that mean PPS is already on the Volume Licensing pricelist?

not yet - it's available for download off msdn from tomorrow and on volume licensing from the 1st of November

Source: Office Rocker! : Clean up with MOPPS

Russell Christopher's Semi-Useful BI Musings : Dell and Microsoft engineer BI offering

 

Dell and Microsoft engineer BI offering

Today at SQL PASS, Dell and Microsoft announced a new set of Business Intelligence and Data Warehousing solutions. They include a stack of server hardware, storage arrays, operating system, database and analytics software, management and reporting tools. The entire solution is based on the hardware and software many customers are using right now.

What is really cool about these offerings is they answer the oft-asked question: “what sort of hardware do I need for my DW/BI project?”: Three reference configurations have been created: one terabyte, two terabyte and four terabyte systems for data warehousing databases using SQL Server 2005. Dell and Microsoft worked together to execute various tests and analyze performance results of a sample business intelligence and data warehousing system under load. The testing was designed to validate the platforms for business intelligence and data warehousing, to provide the stability and performance of the hardware systems, and to define the reference configurations I mentioned earlier.

From what I understand, we’ll essentially be including all the goodness in the SQL 2005 BI stack + ProClarity. Now that PerformancePoint 2007 is upon us, the offering will be reconfigured to include PPS at some point in the near future.

More official details should be available at www.dell.com/bi http://www.dell.com/sqlbi a little later today. It doesn't seem like the site is up yet, however.

Update:

Here is a link to the actual 1/2/4 TB reference configuration to see how they did it:

http://www.dell.com/content/topics/global.aspx/sitelets/solutions/software/db/microsoft_sql_2005_pr?c=us&cs=555&l=en&s=biz

 ...and another to an article on this event:

http://informationweek.com/news/showArticle.jhtml?articleID=201808018

Source: Russell Christopher's Semi-Useful BI Musings : Dell and Microsoft engineer BI offering

Tuesday, September 18, 2007

Establish. Execute. Evolve.™: On Two Rational Guides for PerformancePoint Server 2007

Two new books on the way from Adrian Downes. 

After The Rational Guide to Microsoft Business Scorecard Manager 2005 was released many people asked "so when's the PPS book coming?". Nick Barclay and I remained decidedly quiet about the idea of another book. It was, in fact, always our intention to write a PerformancePoint book, with the aim of publishing as close to RTM as possible.
Early on in the planning process we found that a single Rational Guide just didn't contain enough pages to cover the product adequately; to remedy this we wrote two books.
We are pleased to announce that the following books are soon to be published via Rational Press:

Based on the feedback from readers and bloggers, Nick and I have found that the interest in learning the product is massive. Our titles are designed specifically to help you get up to speed quickly with the Monitor - Analyze - Plan feature areas of PerformancePoint.

- Adrian Downes

Establish. Execute. Evolve.™: On Two Rational Guides for PerformancePoint Server 2007

Monday, September 17, 2007

PerformancePoint Server » Blog Archive » What are the predefined job templates available?

This site contains a great walkthrough of the various options in PerformancePoint.

Jobs are the automated tasks that your system would perform without any user interaction. In most cases, the jobs are created within a cycle, but they can also exit independently. In the Planning Business Modeler, many job templates are available that you can use to define jobs or create custom jobs. Using these templates, you can speed up your work of creating assignment, job definition and completion.

The predefined job templates available are:

Calculations rule jobs: Users with the modeler role create job templates for the Business users so that they can run a specific job. This is done since Business Users do not have the permission to run rules or rule sets. Now Business Users can make use of this created job template to run specific rules and rule set. 

Consolidation jobs: This job template is designed to convert currency by using the currency conversion model, eliminate holding company investments and subsidiary equity, purge intercompany balances and also calculate financial data.

Data Export jobs: This job template is used to export data to an external database. This job can only be started from PerformancePoint Add-in for Excel. 

Data Movement Jobs: This job template is used to move data within a model or in between models. This can also be started from the PerformancePoint Add-in for Excel. 

Opening Balance jobs: This template is used to calculate the rules of the opening balance using one of the Chart Logic rules. 

Data Load jobs: This is used to synchronize data with staging database, or loaded to application database. 

Currency translation jobs: This is used to perform the currency translation job that is based on exchange rate data. 

Intercompany reconciliation job: This is used to convert currency from source currency to the reporting currency. It also adjusts data in the defined rule or rule sets. 

Shares Calculations jobs: This is used to run any particular rule or rule set.

PerformancePoint Server » Blog Archive » What are the predefined job templates available?

Microsoft SharePoint Products and Technologies Team Blog : Customizable Everyday Productivity Education (EPE) content developed by Microsoft IT for end user training

 

Customizable Everyday Productivity Education (EPE) content developed by Microsoft IT for end user training

These simple, easy-to-use customizable job aids were created by Microsoft's internal IT group to help employees get started with learning more about using a technology or product effectively, selecting the right product or service, or reviewing best practices. The content for Windows Vista and the 2007 Office System were published a couple of months ago, and I (and likely most of you) somehow missed it. The EPE home page is at http://technet.microsoft.com/en-us/library/bb687781.aspx, but for your convenience, I've listed the SharePoint specific content below.

Microsoft SharePoint Products and Technologies Team Blog : Customizable Everyday Productivity Education (EPE) content developed by Microsoft IT for end user training

Mauro Cardarelli : BI Skills are in Demand

Comments from Mauro on PerformancePoint. 

I've been doing my PPS (PerformancePoint Server) homework for months in anticipation of launch.  This is the most powerful, most complicated tool I've seen hit the Microsoft market in some time.  It requires very different skills than the traditional .NET developer (or even MOSS implementer).  In the coming months, I'll try to balance my MOSS and PPS postings to share my stories...

Mauro Cardarelli : BI Skills are in Demand

Nick Mayhew - Official Microsoft Worldwide Team blogs

Good list of team blogs below. Except for Performance Point.

Some supporting items that you may want to look for in http://www.microsoft.com/downloads for your PerformancePoint project are the Reporting Pack for Integration Services & IIS6 Reporting Pack.  These Reporting Services report packs would be useful for the administrator of a PerformancePoint solution.

One of the Vista team in the US went to the trouble of creating a list of Microsoft team blogs - meaning those in the product groups in the US building our products. If interesting then please go back to the list as I am sure this will get updated regularly.

Source page: http://windowsvistablog.com/blogs/windowsexperience/pages/microsoft-blogs.aspx

Listing as at Sept 17th 2007:

"Listed below are official team blogs from the product teams at Microsoft which are categorized by specific product groups.

Click here to access the Microsoft Feeds Directory where you can also choose to search for a specific blog you are looking for that isn't listed below.

Windows:
Windows Vista Team Blog
Internet Explorer Team Blog
Windows Mobile Team Blog
Tablet PC Team Blog
Microsoft Update Team Blog
Microsoft RSS Blog
Microsoft Photography and Video Blog (PIX Blog)
XPS Team Blog
Windows Home Server Team Blog
Windows SideShow Team Blog
Windows Ultimate Blog
Windows Core Networking Blog
Windows Vista Security Blog
Shell: Revealed Blog (Windows Shell)
Network Access Protection Blog
Windows Sidebar Team Blog
Windows Genuine Advantage Blog
http://blogs.msdn.com/speech/ (Microsoft Speech Blog)

Windows Live:
Windows Live Wire (Windows Live Team Blog)
Windows Live Messenger Team Blog
Windows Live Mail Team Blog
Windows Live Photo Gallery Team Blog (directs to PIX Blog)
Windows Live Writer Team Blog
Windows Live Hotmail Team Blog
Windows Live OneCare Team Blog
Windows Live Spaces Team Blog
Windows Live E-Mail Support Blog (Support for Hotmail and Mail client)
Windows Live SkyDrive Team Blog
Windows Live ID Team Blog
Windows Live Alerts Team Blog
Windows Live Custom Domains Team Blog
Windows Live Safety Center Team Blog
Live.com Team Blog

Live Search:
Live Search Team Blog
Live Search Maps Team Blog (and Virtual Earth)
Live Search QnA Team Blog
Live Search Expo Team Blog

Windows Server:
Windows Server Team Blog
Windows Small Business Server (SBS) Blog
Microsoft SoftGrid Team Blog
Windows Virtualization Team Blog
Windows PowrShell Team Blog
Forefront Client Security Team Blog
Microsoft Office Communications Server Team Blog
Microsoft Office:
Microsoft Office Team Blogs at Microsoft Office Online
Microsoft Office Communicator Team Blog

Microsoft Channels:
Channel 8
Channel 9
Channel 10

Microsoft Expression & Silverlight:
Microsoft Expression Team Blog
Microsoft Silverlight Community Blogs

Microsoft for the Mac:
The Macintosh Business Unit Team Blog (Mac Mojo)

Gaming, Xbox, and Zune:
Gamerscore Blog
Zune Insider

Nick Mayhew - Reaching out to Microsoft partners in Australia

Thursday, September 13, 2007

Tracking Formulas in Microsoft Excel

One of the first thing's you'll probably have to do once you get PerformancePoint Planning installed is try and reverse engineer some accountant's complex spreadsheet of formulas.  Mr. Excel has some invaluable tips and tricks like this one.

See all Formulas at Once
There is a grave accent on your keyboard. It is usually just below the F1 key. It looks like a backwards apostrophe. Hold down Ctrl and press the grave accent. You will see all formulas:

Tracking Formulas in Microsoft Excel

Create a Number Table [sql] [numbers] [udf] [monotonous]

When you're doing crazy things with data generation or math, you need a numbers table or function in Sql. 

This query generates a list of 10 new investment employees per department in the department table in Sql 2005, using the numbers function in the link.

select row_number() OVER ( ORDER BY Num.Number) +1000 as rownum, 
rtrim(ltrim(Dept.[Department Name])) + ' - Investment Employee ' + Convert(varchar(2),Num.Number) as EmployeeName
from dbo.NumberTable (1,10) Num
cross join d_department Dept
order by EmployeeName

Create a Number Table [sql] [numbers] [udf] [monotonous]

SQL Server Spotlight on Rob Zare

An interview with the Program Manager of SQL Server Analysis Services. 

SQL Server Spotlight on Rob Zare

Wednesday, September 12, 2007

How to Load PerformancePoint Dimension from CSV to Source Data View to App Database

 These steps will allow you to use a linked server to a directory to access CSV files generated by PerformancePoint.  These files can be hand-edited with notepad, and then loaded into PerformancePoint as a data view.  We can even create Data Destinations to create the CSV files.  Talk about convolution!

This could be useful when you want to abstract the loading of dimension data, or query CSV files from SQL Server, or use the data in multiple locations without an ETL process, or something else that you don't want to use direct CSV files for.  Please let me know what you decide to use it for....

1. Export your PerformancePoint dimensions using PPSCMD at a command prompt.

C:

MD \Data

"C:\Program Files\Microsoft Office PerformancePoint Server\3.0\BizModeler\ppscmd.exe" exportdimension /Server http://myserver:46787 /App myApp /Site MySite C:\Data

 

2. Run these steps in your Source Database.

(If PerformancePoint exposed an ODBC connection instead of a SQL Connection for the Data Source, we wouldn't need this step.)

EXEC sp_addlinkedserver txtsrv,'Jet 4.0','Microsoft.Jet.OLEDB.4.0','C:\Data',NULL,'Text'
EXECUTE sp_addlinkedsrvlogin 'txtsrv' , False, NULL, NULL, NULL
EXEC sp_tables_ex 'txtsrv'

sp_columns_ex txtsrv,'DimAccountAll Members#csv'

create view vDimAccountAllMembers as
select [] as Label, F4 as P_Parent, F5 as [Description], F6 as [Name], F7 as [AccountTypeMemberID]
from txtsrv...[DimAccountAll Members#csv]
where left([],1) not in ('!')
and [] not in ('Label')

3. Modify the CSV files to your needs.

4. Open the PerformancePoint Planning Administration site at: http://ppsite:46788/DataSources.aspx

Go to Data sources.

Add a Data Source under your model site.  Add the view we just created to the data source.

5. Open Business Modeler.  Click on Account Dimension.  Check out the dimension.  Click Load Members.  Select Load Members from Source.  Specify Source Dimension view that we just created, and map the fields.  Click Finish.

Voila!  A roundabout way of importing data and accessing CSV files directly from SQL Server, without ETL.

Tuesday, September 11, 2007

Adding Resource Links to the 2007 Office Fluent Ribbon Using COM Add-Ins

 

Summary: Walk through the process of creating an add-in that adds a custom tab to the existing Microsoft Office Fluent Ribbon in Excel 2007, PowerPoint 2007, and Word 2007. The tab contains controls that you use to access 2007 Office training resources. (18 printed pages)

Source: Adding Resource Links to the 2007 Office Fluent Ribbon Using COM Add-Ins

So you want to rebuild the PerformancePoint Add-In for Excel...

 

MSDN Virtual Lab: Building Custom Office Applications Using Microsoft Visual Studio Tools for Office (Part 3 of 4): Build an Excel Add-in with Ribbon and Custom Task Pane Integration

Source: MSDN Virtual Lab: Building Custom Office Applications Using Microsoft Visual Studio Tools for Office (Part 3 of 4): Build an Excel Add-in with Ribbon and Custom Task Pane Integration

Sharepoint SDK Updates

 

We are very proud to announce a major update to the MOSS and WSS Software Development Kit (SDK) downloads.  You can install them from the following locations:

· MOSS 2007 SDK 1.2.  Includes Conceptual and Class Library Reference documentation, Web Services documentation, and Developer Tools and Samples for MOSS and WSS.  See below for a detailed breakdown what’s new in this release.

http://www.microsoft.com/downloads/details.aspx?FamilyId=6D94E307-67D9-41AC-B2D6-0074D6286FA9&displaylang=en

· WSS 3.0 SDK 1.2.  Includes Conceptual and Class Library Reference documentation, Web Services documentation, and Developer Tools and Samples for WSS technology only.  See below for a detailed breakdown what’s new in this release.

http://www.microsoft.com/downloads/details.aspx?familyid=05E0DD12-8394-402B-8936-A07FE8AFAFFD&displaylang=en

New Tools Included with the MOSS SDK

We rounded out our tool set in this release to include developer tools and samples for the following areas of MOSS development.  New tools and samples are in bold.

· Business Data Catalog Samples and Utilities

o Microsoft Business Data Catalog Definition Editor

o Sample Pluggable SSO Provider

o WSHelloWorld Web Service

o WSOrders Web Service

o Excel Services User Defined Function Sample

o WSOrders Custom Proxy Sample

o Amazon Web Service Sample

o AdventureWorks Metadata Samples

o SAP Sample

· Document Management and Content Processing Samples

o Comment Scrub Document Converter

o Term Replacement Document Inspector

· Search Samples

o Sample Protocol Handler

o Custom Content Source

· Records Management and Policy Samples

o De-Duplication Router

o Document Integrity Verifier

o Records Center Web Service Console Application

o Search, Collect, and Hold Tool

o Sample Custom Barcode Generator

o IRM Document Protector

· Workflow Samples

o Custom Workflow Report Query Generator

o Custom Workflow Report XLSX Injector

o Visual Studio Workflow Templates

o Enterprise Content Management Workflow Activities

o List Item Activities

o Hello World Sequential Workflow

o State Based Approval Workflow

o Modification Workflow

o Replication and Contact Selector Workflow

o Intersystem Purchase Order

o Confidential Approval Workflow

o Group Approval Workflow

o Approval Workflow Sample

o Multi-Stage Workflow

o Server-side Collect Signatures Workflow

Full details can be found in the Welcome Guide of the SDK, accessible through the Start Menu.

SDK Documentation Update Details

We now have close to 90% completion of all Type descriptions in the SDK Class Library Reference. Nearly all of the remaining blanks in the API reference are either Internal Namespaces and Classes or low priority APIs, and we are working to get those tagged appropriately for a future release.

Updates to the MOSS SDK conceptual topics include:

· How to: Customize RSS for the Content Query Web Part (new)

· How to: Create a Minimal Master Page (revised)

· Provisioning Portal Sites (revised)

· Portal Site Template File (revised)

· Portal (Portal Site Template) (revised)

· Webs (Portal Site Template) (revised)

· Web (Portal Site Template) (revised)

· How to Create a Web Service Connection by using the Business Data Catalog Definition Editor (new)

· How to Create a Database Connection by using the Business Data Catalog Definition Editor (new)

Updates to the MOSS SDK Class Library and Web Service Reference include:

· Microsoft.Office.Workflow.ISoapServerWorkflow

· Microsoft.Office.Workflow.IWorkflow

· Microsoft.Office.Workflow.Workflow

· Microsoft.Office.RecordsManagement.PolicyFeatures.IBarCodeGenerator

· Microsoft.Office.RecordsManagement.InformationPolicy.IPolicyFeatures

· Workflow Web service

Source: Document Management Systems