Google
 

Monday, December 29, 2008

Download details: 2007 Office System Driver: Data Connectivity Components

 

This download will install a set of components that can be used by non-Microsoft Office applications to read data from and write data to 2007 Office system files such as Microsoft Office Access 2007 (mdb and accdb) files and Microsoft Office Excel 2007 (xls, xlsx, and xlsb) files. Connectivity to text files is also supported.

ODBC and OLEDB drivers are installed for application developers to use in developing their applications with connectivity to Office file formats.

Download details: 2007 Office System Driver: Data Connectivity Components

Sunday, December 21, 2008

Regular Expressions Cheat Sheet (V2)

This post doesn't have a lot to do with PerformancePoint specifically, however there are lots of possibilities to use Regular Expressions to solve some of your business requirements.

With the previously blogged-about plugin for Excel (morefunc) you have the ability to use Regular Expressions as formulas in Excel.  You can also use Regular expressions in Excel with some VBA code.

What are Regular Expressions?  They're anything but regular.  They allow you to design expressions to apply to tasks such as searching for patterns of data, data validation, etc.  Rather than just searching for the @ sign to find a "possible" email address, you could use regular expressions to find an exact interpretation of an email address with this regular expression.

\b[A-Z0-9._%+-]+@[A-Z0-9.-]+\.[A-Z]{2,4}\b

You could also use this as a data validation rule to ensure that you are cleanly entering email addresses into a form for later import into the application using CSV.

These expressions look very cryptic until you get the gist of the syntax.

These types of tools could be handy for cleansing data before they enter the PerformancePoint staging database or within an input form.  They could also be useful for mapping and profiling data.

For example, labels are required to be no more than 40 characters in length, member properties are restricted to 100 characters, and there are a series of restricted characters and reserved words.  You could design a regular expression that checks for these values within your data before it is loaded into the system.  You could build something to do this in Excel or use SSIS, or even in a stored procedure before moving the data into a label table.

Another application would be to "tokenize" or split a pattern into a comma-delimited string. (eg. Account-Dept-Location), Lexical Analysis in geekspeak terms.

http://effbot.org/zone/xml-scanner.htm

http://en.csharp-online.net/CSharp_Regular_Expression_Recipes%E2%80%94A_Better_Tokenizer

It is easy to tokenize a value with 3 hyphens without learning regular expressions, but what if you needed to parse something like this to get the numbers out?

123ab2c
1234abc

Regular expressions might be useful...

How about a search/replace, but with intelligence?

http://msdn.microsoft.com/en-us/library/system.text.regularexpressions.regex.replace.aspx

Within SSIS, you can use this to perform data profiling and to classify data into buckets.

SSIS Regex Component
SSIS Regular Expression Transformation

You can use it in SQL

SQL and Regular Expressions
Regular Expressions with PATINDEX in SQL
Regular Expressions with OACREATE in SQL
Working with crummy data in SQL

It's about as handy as knowing XSLT and MDX

Regex is as forgettable as XSLT and MDX

The most useful tools for learning Regular Expressions:

Regulator and Regulazy

Some 3rd-party implementations of Regex:

Regular Expressions in Matlab
Regular Expressions in SAP Routines (Converting dates, thousands separator,

A deep dive into Regular Expressions.

Regular Expressions in Wikipedia.
All you ever need to know from 4guysfromrolla

I can see this one being useful to translate the XML format that PEL rules are stored in back to a readable text interpretation... without using an HTML parser.

Removing All HTML Tags from a String Using Regular Expressions

http://www.4guysfromrolla.com/webtech/073000-1.shtml

These type of statements are great for enforcing some of your business rules/validation logic using a data-driven approach. 

UPDATE updateTable
SET ut.field1 = dbo.regexReplace( ut.field1, rt.regex, rt.replace, 1, 1 )
,ut.field2 = dbo.regexReplace( ut.field2, rt.regex, rt.replace, 1, 1 )
FROM updateTable AS ut
CROSS JOIN regexTable AS rt

DECLARE @strTest varchar(8000) SELECT @strTest = '\\servername\foldername99999\filename.ext' SELECT [Position]=PATINDEX('%[0-9][0-9][0-9][0-9][0-9]%', @strTest), [Before]=SUBSTRING(@strTest, 1, PATINDEX('%[0-9][0-9][0-9][0-9][0-9]%', @strTest)-1), [After]=SUBSTRING(@strTest, PATINDEX('%[0-9][0-9][0-9][0-9][0-9]%', @strTest), LEN(@strTest))

Regular Expressions to decompose MDX query

Regular expressions can be useful to decompose a MDX query (with elements explicitly defined, i.e. not using MDX functions) and retrieve involved objects (i.e. dimensions, levels, members, etc.). I often used them in performance improvement processes or for MDX pre-validation purpose.

How about being able to parse your calculated measures out of the MDX script used by the cube?

http://geekswithblogs.net/darrengosbell/archive/2006/08/10/87561.aspx

Or building some pattern filtering functionality using MDX stored procedures?

http://blogs.conchango.com/christianwade/archive/2006/04/30/3896.aspx

There's nothing stopping you from using the System.Text.RegularExpressions libary in Reporting Services functions either.

http://msdn.microsoft.com/en-us/library/ms157328.aspx

Here is a good resource to better understand Regular Expressions.  There are plenty of possibilities - just make sure when you get this hammer, everything doesn't look like a nail.

Regular Expressions Cheat Sheet The Regular Expressions cheat sheet is a one-page reference sheet. It is a guide to patterns in regular expressions, and is not specific to any single language.

Regular Expressions Cheat Sheet (V2) - Cheat Sheets - Added Bytes

Friday, December 19, 2008

Peter Eb. : When will data appear in the cube after a submit from the PPS Planning Business Client?

Once you’ve used the handy dandy Yellow Cell Checklist found here, how do you know when the data appeared in the database?

When will data appear in the cube after a submit from the PPS Planning Business Client?

Peter Eb. : When will data appear in the cube after a submit from the PPS Planning Business Client?

Tuesday, December 16, 2008

PPS SP2 and SQL 2008 revisited - Windows Live

How to install SQL 2008 with PerformancePoint.

After 2 days I finally figured out why the pps olap charts and grids would not work in my pure 2008 environment. Also proclarity.  You must install the SQL 2005 CU9 redists BEFORE installing SQL Server 2008. Here is the order of operations

  • Install Windows Server 2008
    • add IIS and AppServer roles (incl. CGI, ASP, IIS6 mgmt)
  • Install the 4 SQL 2005 CU9 redists
      • Sqlncli
      • SQLServer2005_ADOMD
      • SQLServer2005_ASOLEDB9
      • SQLServer2005_XMO
  • Install SQL Server 2008
    • DB (incl. full text search for AdWorks sample), AS, RS
  • Install MOSS 2007 SP1
    • Create SSP, site collection
  • Install PPS 2007 RTM
    • do NOT run config mgr
    • install PPS SP2
      • run Config mgr
  • Install PAS/Desktop
    • install SP2
  • Install Visio, Office, etc

PPS SP2 and SQL 2008 revisited - Windows Live

Monday, December 15, 2008

Yellow Input Forms for the Assigner Check

Courtesy of Sundar in the Planning forums:

Follow the steps for the reviewer to display the editable cells:

Connect to the Server and Select the Assignments
Select "Select Review or approver submission of this form link"
Highlight the User Row with Status Submitted to enable the 3rd Icon with pencil
Select the Pencil Icon to open the assignments
New Assignment window with Yellow color writeable region is displayed
Refer to PerformancePoint Add-In for Excel Online Help on Assignments

Friday, December 12, 2008

BET: Microsoft Excel Formulas - 3D Formulas

Creating a Summary worksheet (Cube) directly in Excel. 

As you move to PerformancePoint for reporting, this scenario will hopefully be less relevant.

But what if you have 25 worksheets and you need to sum up the same fields in all of them on a consolidation worksheet.

Named ranges and colons are your friend.

What is a 3D Formula ?
These are also known as cubed formulas.
A reference that refers to the same cell or range on multiple worksheets is called a 3D reference.
Using 3D formulas allows you to calculate data thorughout a workbook using multiple worksheets.
All 3D formulas are based on the syntax: Sheet1:Sheet4!A2:B5.
A 3D formula is a formula that refers to the same cell (or range of cells) on multiple worksheets.
The 3D formula "=SUM(Sheet1:Sheet4!A2)" can be used to add up the numbers in cell "A2" on 4 different worksheets.

BET: Microsoft Excel Formulas - 3D Formulas

Thursday, December 11, 2008

Download details: PPS 2007 SP2: Data Import Wizard

 

PerformancePoint Server 2007 SP2: Data Import Wizard

Brief Description

The Data Import Wizard enables users to configure and move data from source systems into Microsoft Office PerformancePoint Server 2007.

Download details: PPS 2007 SP2: Data Import Wizard

Nugget: Stop a rule in PerformancePoint while running

When you run rules, there is no option to cancel in the Business Modeller.  There are a few solutions for killing rules while running.

1. Kill the SQL process (sp_who2, kill ##) of the rule. (SQL implementation)

2. Kill the Analysis Services process of the rule. http://www.codeplex.com/MSFTASProdSamples.

3. IISReset.

4. SQL / SQL Analysis Services Reset.

5. (Possibly) kill w3wp.exe process.

All are brute-force methods highlighting the fact that you are probably not meant to stop rules while they are running. :)

Welcome to the PerformancePoint Planning Business Rules Development Guide

Tuesday, December 9, 2008

The Most Popular Microsoft Certification Exams in October 2008 | Jack’s Blog

The 640+ certified PerformancePoint Specialists will soon have company.

Microsoft Top 13 Microsoft Certification Exams List:
  1. .html">70-285:MCSE Designing a Microsoft Exchange Server 2003 Organization
  2. .html">70-442:Designing and Optimizing Data Access by Using Microsoft SQL Server 2005 is in development
  3. .html">MB7-517:NAV 5.0 Installation & Configuration
  4. .html">70-556:TS: Ms Office PerformancePoint Server 2007, Applications
  5. .html">70-089:Planning, Deploying, and Managing Microsoft Systems Management Server 2003

The Most Popular Microsoft Certification Exams in October 2008 | Jack’s Blog

Financial Systems and Business Intelligence: PerformancePoint Server - Balancing Your Actuals

 

Be sure to budget time to create variance reports for proper data validation when planning any data project.

PerformancePoint Server - Balancing Your Actuals

If like me, you are loading your actuals from your ERP system in PerformancePoint Server Planning, it helps to check your figures to make sure that they always balance. Now every good accountant will tell you that your trial balance must always balance to zero. This goes for each period and off course year to date. I have written some reports that self balance our system but in general here is the manual leg work behind it.

Financial Systems and Business Intelligence: PerformancePoint Server - Balancing Your Actuals

TechNet Virtual Labs: Office

 

A couple helpful ones here…

  • TechNet Virtual Lab: PerformancePoint Server 2007- Designing a Budgeting Model
  • TechNet Virtual Lab: PerformancePoint Server 2007- Monthly Reporting
  • TechNet Virtual Labs: 2007 Microsoft Office System

    Get hands-on with the key features and components of the 2007 Microsoft Office system and learn the benefits of deploying it within your organization. Walk through installation, configuration and the new components around enterprise features administration, collaboration, business intelligence, and experience common deployment and integration scenarios that can help you make better choices when planning your roll-out.

    TechNet Virtual Labs: Office

    PerformancePoint SP2 is out!

    Be sure to apply the “Pre-Service Pack 2 Update”

    PPS 2007 SP2: Application Database Pre-Service Pack 2 Update

    The Application Database Pre-Service Pack 2 Update resolves an issue that prevents PerformancePoint Server 2007 SP2 from updating the Application database.

    Microsoft Download Center Search Results

    Thursday, December 4, 2008

    Tips from PerformancePoint Planning Series I Course


    I'm teaching a PerformancePoint Planning course this week with a colleague from my company.  Here are some tips that may help implementations, some added from previous postings, others discussed in forums, others discussed in the class:

    Calendar

    Note that the calendar cannot be changed for an application once it is created. (Time Dimension)  Plan carefully!

    Model Type

    As with Calendar, Model Type is not something you can change, though you could add or remove rules from other model types to make them similar...

    Schedule a Job

    Is really just "create a job" which could be scheduled or run manually.

    Associations

    Are really just hidden model rules... sometimes it might be better to roll your own rather than using the associations section.

    Input Forms

    http://performancepointing.blogspot.com/2008/09/why-aren-my-input-form-cells-turning.html 

    Why aren't my input form cells turning yellow?

    A colleague of mine offers this troubleshooting checklist when you just can't get the PerformancePoint Planning Excel Add-in to recognize input boxes in an assignment.

    PerformancePoint Planning - Input Forms Checklist

    1. The current date is within the Assignment start/end date/time
    2. The cells you are looking at are within the start and end periods for the assignment (that you selected from the time dimension)
    3. The scenario you are trying to input to is the scenario you selected for the cycle that the assignment is using
    4. You have a value selected for every dimension in the model (both filters, rows and columns) and that the value selected is at the leaf level
    5. The user you are logged on as has access to the model set to “On” in the summary view of the user’s role.
    6. That read/write access is enabled for all of the dimensions selected in the filters/rows/columns you selected above.
    7. The status of the assignment is listed as “started” or “partial”, not “Not Started” or “Submitted”, or something else.
    8. That the assignment is opened using the assignment list in the action pane or from the assignment search window.
    9. That the report property “Allow data entry” is set to true
    10. That you haven’t mistakenly changed the format of a data entry to a white background (this has happened).  Check this using the “Home” ribbon and going to cell styles.  Right click on the “PerformancePoint data entry cell” to modify if necessary.  This can be testing by trying to write to the cell –if you don’t get a “read-only” error you’re fine.

    And a few new ones.

    11. The cycle you have created uses the same model as the assignment's forms.

    12. The cycle you have created starts before the current date and ends 1 day after the current date (depending on your cycle configuration.)

    13. The roles that the user you are logged on as do not have read/write access turned off for the dimension members selected to input, as any role with this will override a permitting role. (similar to 6)

    14. That you have refreshed the offline assignment under Work Offline - Manage offline Assignments.

    Dynamic Dates in Reports

    Use the Current Period Reference in the time dimension of reports to dynamically change report date ranges.  Static examples from the course are not as maintainable, especially for monthly cycles.

    Cycles

    Only one role/user can be assigned to a cycle template.  Multiple users/roles can be assigned to an instance.

    Might want to name cycles like YYYY-MODEL-SCENARIO-DESCRIPTION

    Security And Roles

    For Business Unit security - Create a master role with read/write access to all business units.  Add all users to this role.  Treat it as a 'mailing/distribution list' used specifically for creating the cycle instance and assigning it to the role. 

    Create separate roles for each business unit contributor making an assignment.  Deny access to units that you do not want them to have access to.

    Create another role "Lockout" or "Disabled Users" with no access to anything.  Add users to this role to disable access to models.  Deny overrides any other access they may have.

    Do not specify User Customized Permissions. (Performance Hit).    Use increased number of roles instead.

    Excel Add-In

    Cut-pasting the matrix from Report-Properties may throw an error if dimension filters exist.  Edit the dimension filters under report properties to include name, label syntax same as original matrix.  Ensure that all properties match original matrix.

    Rules

    Use Active column to disable rules when performance problems exist.  Test model performance without any rules.  SQL Rules should be scoped very tightly, MDX rules should be scoped very broadly.

    Use variables to store start and end dates for rules instead of current period reference.  Additional flexibility.

    PPSCMD.EXE

    Creating a job of jobs. (Courtesy Jeffrey Wang, Technet forums)

    Well, its not impossible, its just not documented - but i guess that also means use it with care =)

    If you use .Net Reflector, you can browse into the PPSCmd itself and see that it actually has some hidden commands inside. One such magical command is the ImportXml that takes an xml file descibing the jobs you want to run.

    Create a XML file with the following content in your context:

    <?xml version="1.0" encoding="utf-8"?>
    <Root xmlns:xsi="
    http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns="http://schemas.microsoft.com/performancepoint/2007/03/MigrationDefinition">
      <Applications>
        <Application Id="GUID" Label="AppLabel" Name="AppName">
          <ImportCommands>
            <Command xsi:type="LaunchJob" Name="JobLabel">
            </Command>
          </ImportCommands>
        </Application>
      </Applications>
    </Root>

    Next, call it:

    PPSCmd importXml /server http://server:46767 something.xml

    Make sure you do not have have rules that are NativeMdx or NativeSQL implementation as this will disable the EnableNativeMdxSQLRule on the application.

    Once you have it running, you can schedule this to run in SQL Agent - full scheduling to your heart's desire.

    PerformancePoint Planning - Analysis Services

    Use SQL Profiler to connect to Analysis Services to identify query problems and issues with caching, or just to see what it's doing in the background while it's not "rendering the matrix".  You may be able to tweak aggregations using Aggregation Manager, though you will probably need to do this on every deploy.  Analysis Services should be on at least one separate server in the architecture for memory and performance reasons.

    PerformancePoint Exam 70-556 Outline

    http://www.microsoft.com/learning/en/us/exams/70-556.mspx

    The Microsoft ProClarity Team Blog : ProClarity 6.3 SP2 (build 2217) Documenation

    Proclarity 6.3 SP2 is out, and still doesn't play very well with Sharepoint 2007 on Windows 2008.. but hey, you should be scaling out right?

    Attached is the Requirements.doc for the ProClarity 6.3 SP2 (build 2217) release. This document is being posted here because it will not be available via KB article for another couple of weeks.  The SP2 bits are available at http://download.microsoft.com.  Still to come later are the "Installing ProClarity 6.3 SP2 on Microsoft Windows Server 2008" and "ProClarity 6.3 SP2 readme.docx" files.  We'll post these as soon as possible. 

    The Microsoft ProClarity Team Blog : ProClarity 6.3 SP2 (build 2217) Documenation

    Filtering Unneeded Dimension Members in PerformancePoint Filters - SQL Server Central

     

    Sometimes we need to utilise dynamic dimension security in an Analysis Services solution and we also need to display dynamically the allowed members in a PerformancePoint filter.

    Filtering Unneeded Dimension Members in PerformancePoint Filters - SQL Server Central

    Aurelien Koppel: Blog technique sur PerformancePoint Server (PPS)

    Advantages of Proclarity vs. Excel... in French.

    Proclarity 6.3 et Excel 2007 permettent à leurs utilisateurs de réaliser des rapports ad-hocs fondés sur des cubes Analysis Services (SSAS).

    Aurelien Koppel: Blog technique sur PerformancePoint Server (PPS)

    PerformancePoint Planning: Deleting a Custom Member Property - A Solution - Sacha Tomey's blog

    Some sample code to get started building your own PerformancePoint Planning add-in in C#... or at least one feature of it.

    Below is some really rough and ready C# code that actually does delete a dimension member property.  I will improve the code and probably add it in to my PPSCMD GUI interface as a 'feature pack' bonus at some stage, however, if you are in desperate need for the code to delete a member property, and you can't wait for PPSCMD GUI v0.2 or PerformancePoint Version 2 (I'm not sure which will come first !) the code is below (Use at your own risk !!)

    PerformancePoint Planning: Deleting a Custom Member Property - A Solution - Sacha Tomey's blog

    So.... you want to use the PerformancePoint web service so you can extend PerformancePoint, and integrate it into bespoke applications and SharePoint.

    The PerformancePoint Planning Web Service

    The Microsoft PerformancePoint Team Blog : Creating Excel and PowerPoint Documents Using PerformancePoint


    Still very relevant.

    Creating Excel and PowerPoint Documents Using PerformancePoint

    Eric Friedrichsen  (ericfr@microsoft.com)

    Microsoft Corporation

    August 2007

    Applies to:
    Microsoft Office PerformancePoint Server 2007
    Microsoft Office Excel 2007
    Microsoft Office PowerPoint 2007

    The Microsoft PerformancePoint Team Blog : Creating Excel and PowerPoint Documents Using PerformancePoint

    Friday, November 28, 2008

    Microsoft Dynamics CEE Blog : Microsoft Office PerformancePoint Server 2007 and Microsoft Dynamics AX 2009 Monitoring and Analytics Sample

    Microsoft Office PerformancePoint Server is a performance management application that helps users monitor the performance of their organizations, analyze the results, and make effective business decisions.

    The Microsoft Dynamics AX 2009 sample contains a sample Microsoft Dynamics AX data cube and two sample dashboards that are based on the information. One is an executive overview dashboard and the other a drill down into the General Ledger information. You can reuse these dashboards on your own Microsoft Dynamics AX cubes if you desire by following the instructions included with the sample.

    Microsoft Dynamics CEE Blog : Microsoft Office PerformancePoint Server 2007 and Microsoft Dynamics AX 2009 Monitoring and Analytics Sample

    The Other James Brown : Single View Platform

    It’s not the Unified Dimension Model that’s the focus at Microsoft any more… it’s the Single View Platform.  It’s not just Analysis Services on top of SQL Server to centralize your data, it’s Virtual Earth and PerformancePoint, tied into Sharepoint, to offer a comprehensive “Single View” of the world.

    The Single View Platform is not a new product in itself, but rather a group of existing products brought together under a banner for a specific problem domain (like CSP).  For SVP it brings in Virtual Earth, SQL, SharePoint, PerformancePoint and a whole host of other products.  The advantages of this approach were rather nicely summed up on another blog:

    For those of us who have chosen the Microsoft platform, the good news is that we have many products from which to choose. Microsoft has an array of server and client products, as well as online services, that cover everything from collaboration to commerce, business intelligence to geographical information systems, personal productivity to accounting.
    Sometimes the sheer number of choices can be daunting, so Microsoft is initiating new offerings that help us weave the various products into cohesive solutions. The goal is to bridge the gaps between product groups and provide additional documentation and code to integrate multiple Microsoft products.

    Very nicely put!  I really hope that we see more of these frameworks from Microsoft.  They allow us tackle a problem by grouping a set of our products together, and then producing documentation, guidance, demos, samples and so forth directed at solving the specific problem space.

    The Other James Brown : Single View Platform

    PerformancePointy : PerformancePoint Monitoring + Silverlight: KPIs and Scorecards

     

    PerformancePoint Monitoring + Silverlight: KPIs and Scorecards

    PerformancePoint Monitoring doesn't have as robust a prescription as Silverlight Blueprint for SharePoint, but yes, PerformancePoint Monitoring & Silverlight can be used together.

    PerformancePoint dashboards are SharePoint web part pages, so web parts or master pages using Silverlight for menus, visualization, charting, or any other thing, are right at home in (or surrounding) a PerformancePoint dashboard.

    Another integration point is the web service PmService.asmx. You can learn more about this service through PerformancePoint SDK documentation of its client proxy. In this article we’ll call the GenerateView method of this service to retrieve and work with a scorecard/KPI data set, and visualize that data in Silverlight 2.

    PerformancePointy : PerformancePoint Monitoring + Silverlight: KPIs and Scorecards

    Thursday, November 27, 2008

    PerformancePoint Server Information by Ajay Singh

    Details on Consolidation from the BI VPC 6.0.

    How Consolidation works in Performance Point Server:

    Financial model with shares consolidation: This uses financial model with shares since it requires ownership information which derives from the shares calculation. There are five rules templates for statutory consolidation in FI. They are Inter-company rule for Profit/Loss, Inter-company rule for investment, Inter-company rule for Equity and Inter-company rule for Balance Sheet. One can map a leaf account to the model property that used by the rule. The leaf account will then be used for calculating minority interest, investment and elimination related transactions. Users can also write their own rules to accommodate more statutory requirements. The financial model with shares consolidation only supports one level entity hierarchy, and shares calculation will generate all the ownership information for each entity relative to the parent entity which in term generates a flat hierarchy.

    If company A owns 90% of company B, there will be two leaf entities (company B and company A) and one consolidated entity Consol. After shares calculation company A has holding consolidation method and company B has Full consolidation method. Once the method is determined for each entity within the hierarchy, we need to load fact table data for each leaf entity. Consolidation process involves the following three steps:

    1. Shares Calculation: To calculate the ownership and control for each sub entity.
    2. Reconciliation (optional): To record any difference occurred between inter companies.
    3. Consolidation: To record elimination for inter-company transactions based on the type of the accounts, consolidation methods and flow type (for BS accounts only).
    4. Currency Conversion (optional): Consolidation can also do currency conversion but it’s optional.

    Financial model without shares consolidation: This uses financial model without shares since we assume 100% ownership between parent and child entities. The model property Consolidation Balance Account is used to record the elimination for each account. Non statutory consolidation supports staged hierarchy so that parent entities can have multiple levels. The 100% elimination will take place for all the intercompany transactions.

    PerformancePoint Server Information by Ajay Singh

    PerformancePoint Server Information by Ajay Singh: InterCompany Reconciliation

    I don’t usually ask myself questions, but if I did it would probably be “Self, what is an Offset Account” if I had to work with the Financials with Shares model in PerformancePoint Planning.

    You may be asking yourself, “Self, what is an Offset Account? What is a Balancing Account for that matter?” Well, when an IC reconciliation job runs it looks at the difference between the values recorded by the buyer and the seller. In this case, the seller recorded the transaction at $50.00 higher than the buyer. IC reconciliation always assumes the buyer’s value is correct and so we must reduce the seller’s value by 50 bucks. The offset account (that we set in the model properties) is considered a “seller’s account” so adding -$50.00 will bring the whole shebang into balance. But, our ancient Greek accounting rules tell us that we need to record a double entry for this transaction. Enter: the balancing account. The balancing account will always get a double-entry for the same amount and opposite sign as the offset account.

    PerformancePoint Server Information by Ajay Singh: InterCompany Reconciliation

    Saturday, November 22, 2008

    What is PerformancePoint?

    Do you know what Microsoft PerformancePoint is? 

    I think of Microsoft PerformancePoint as a combination "all-in-one", "do-it-yourself with a bit of help" planning, analyzing, reporting, scorecard and dashboard creating suite from Microsoft with Excel, Sharepoint, and Web functionality.  It helps you to capture and analyze your data.  It integrates multiple Microsoft products into a single common theme of _Business Intelligence_.

    It's kind of like a swiss-army knife for BI, but with power tools instead of a fork or toenail clippers.

    There are many components of PerformancePoint drawn together from creations of Microsoft's development teams, acquisitions, and licenses of 3rd-party tools.  Proclarity, Business Scorecard Manager, Biz #, FRx, to name a few.  Planning, Monitoring, and Analyzing.

    There's a lot to cover if you want to know all there is to know about PerformancePoint.

    PerformancePoint is not:

    • A server performance optimization tool (though it does allow for data analysis to optimize performance)
    • A load testing tool.
    • A tool to speed up your computer (in fact, it requires some serious resources and server-class machines if you want the entire suite installed along with SQL Server, Sharepoint, and lots of enterprise data)
    • An add on for Microsoft Surface.
    • It is not a Master Data Management Tool, though you could probably turn it into one.  There was some speculation that the Stratature acquisition would provide PerformancePoint with an MDM tool.  Instead, this falls into the Sharepoint camp.
    • It does not support SQL Server 2008 (until you apply the service pack that is coming soon!), though parts will still function.   The Planning component of PerformancePoint uses MDX and Analysis Services extensively, which apparently doesn't translate very well in the SQL 2008 world of MDX.

    What is PerformancePoint? 

    • It falls under the Office Server suite of products, though it could just as easily have fallen under SQL Server's umbrella due to its close ties with the database and tight integration with Analysis Services.
    • It is the client tool that Microsoft was missing when browsing OLAP cubes. (Pivot tables in Excel 2000 were not much fun, though they are much better in Excel 2007.)
    • It is the data entry tool for Excel that Microsoft was missing for planning submission and workflow. (Spreadmarts are not much fun.)

    I enjoy word analysis more than number-crunching, as words can be beautiful and numbers are just... well... numbers.  Wordle is one of my favourite "tag cloud" tools for creating these word visualizations.

    PerformancePoint, as defined by the search terms accessing this blog.

    image image
    image



    There seems to be a common theme here.  Let's filter out PerformancePoint, Sharepoint, Performance Point,
    and Server
    to see what
    the true story is.

       image image

    image

    image

    image

    image

    image

    image

    As this is a blog, you're going to see terms like 'problem', 'failed', and msmdpump.dll' picked up from the search engines.  I had a few "head scratching" moments myself when trying to build my first model using PerformancePoint Planning, trying to create my first Dashboard using PerformancePoint Monitoring, and trying to get Proclarity Web Professional installed. 

    Not to mention data integration. "createlabeltableformeasuregroup" anyone?

    The purpose of this blog and my postings here, other than to capture every tidbit of internet knowledge around PerformancePoint, is to solve problems, turn failures into successes, and assist with configuring XML/A. :)

    So that's how people got here.  But where is Microsoft going with this?

    More from Directions On Microsoft.

    Even though I try to keep track of all the goings-on with PerformancePoint here, Microsoft still is the best source of information.

    Top 10 Benefits of Microsoft PerformancePoint
    http://www.microsoft.com/business/performancepoint/productinfo/top10benefits.aspx

    PerformancePoint Forums
    http://forums.microsoft.com/TechNet/default.aspx?ForumGroupID=517&SiteID=17

    And mathematics can be beautiful too.

    http://thedailywtf.com/Articles/Stupid-Coding-Tricks-The-TSQL-Madlebrot.aspx

    Wordle - Create

    Tuesday, November 18, 2008

    A solution to "An unexpected error has occurred" in WSS v3

     

    Debugging SharePoint can be problematic at times, it does like to hide debugging information from you. The bain of my life recently has been “An unexpected error has occurred” with nothing written to log files, trace or the event log.

    Normally I can debug the problem with a little commenting & narrowing down of the problem, but today I have managed to get rid of that error screen completely.

    The solution is to change a single entry in web.config, by modifying the line…

    <SafeMode MaxControls=“200“ CallStack=“false“…

    to…

    <SafeMode MaxControls=“200“ CallStack=“true“…

    You will also need to set custom errors to 'Off' .

    <customErrors mode=“Off“/>

    You will no longer see the “An unexpected error has occurred” error page and instead you get a lovely ’standard ASP.Net error page’ with the stack trace and everything…development has got that little bit easier!!

    A solution to "An unexpected error has occurred" in WSS v3

    Justin T. Ho - Event Log Shows {3D42CCB1-4665-4620-92A3-478F47389230} and {61738644-F196-11D0-9953-00C04FD919C1} Permission Errors with Sharepoint 2007 Search Engine Installed

     

    If you notice this filling up the Windows Event Log, you may need to modify permissions within Component Services.

    Event Type: Error
    Event Source: DCOM
    Event Category: None
    Event ID: 10016
    User:  NT AUTHORITY\NETWORK SERVICE
    Description:
    The application-specific permission settings do not grant Local Activation permission for the COM Server application with CLSID
    {3D42CCB1-4665-4620-92A3-478F47389230}
    to the user NT AUTHORITY\NETWORK SERVICE SID (S-1-5-20).  This security permission can be modified using the Component Services administrative tool.

    Justin T. Ho - Event Log Shows {3D42CCB1-4665-4620-92A3-478F47389230} and {61738644-F196-11D0-9953-00C04FD919C1} Permission Errors with Sharepoint 2007 Search Engine Installed

    Wednesday, November 5, 2008

    BeI - Microsoft Business Intelligence – Reporting Services 2008 & PerformancePoint

     

    Here is another quick tip, Reporting Services 2008 would be fully supported using SP2 (see my previous post).
    To those of you who need to use SSRS2008 today, using PPS SP1, here is a workaround:

    Scenario: Integrating SSRS2008
    1.  Set Server Mode to "Share Point Integrated"
    2.  Type the SSRS2008 Report Server URL
    3.  Set the Report name using Full Path description

     

    BeI - Microsoft Business Intelligence

    All About Annotations « Alan Whitehouse’s Ramblings

    It would be great to have a way to enter text into a cell as something that could be captured and referenced from either the cube or a relational table.  This concept would fit well with the standard of variance explanations placed beside numbers.

    After all, a number is only as useful as the story surrounding it.

    Today I have decided to talk about the concept of Annotations.  Annotations are a nice feature of PerformancePoint, but there are some limitations to keep in mind.

    All About Annotations « Alan Whitehouse’s Ramblings

    BeI - Microsoft Business Intelligence

    Lots of useful links here.  Many I already link to on the right hand links.

    Since there are a lot of you out there looking for away in, I've decided to gather all my known links and recommendations to help you take your first steps. I've decided to call it the "Junkies List":

    1. Taking the first steps: Adrian's Impressive Intro Tutorials (1-7):
      http://blogs.technet.com/datapuzzle/archive/2008/03/21/help-how-to-guides-manuals-forums-for-microsoft-office-performancepoint-server-2007.aspx
    2. Level 100 – 200 : PPS – Planning On-Line raining
      http://www.microsoft.com/business/performancepoint/resources/training.aspx
    3. Basics Concepts:
      http://blogs.adatis.co.uk/blogs/sachatomey/archive/2008/04/28/new-microsoft-insider-pps-planning-blog.aspx
    4. XL-Add-ON
      http://blogs.msdn.com/petereb/default.aspx
    5. Centeral Blog:
      http://adriandownes.blogspot.com/
    6. Planning Server Forum:
      http://forums.microsoft.com/TechNet/ShowForum.aspx?ForumID=1871&SiteID=17
    7. Paul Steynberg
      http://paulsteynberg.blogspot.com
    8. Nick Barclay
      http://nickbarclay.blogspot.com/
    9. Jason Morales
      http://blogs.msdn.com/jasonmorales/default.aspx
    10. Peter Eb
      http://blogs.msdn.com/petereb/about.aspx
    11. Sacha Tomey
      http://blogs.adatis.co.uk/blogs/sachatomey/archive/2008/04/28/new-microsoft-insider-pps-planning-blog.aspx
      During the coming weeks, I'll publish posts about in-depth Planning Development Issues. Have Fun and Be I,

    BeI - Microsoft Business Intelligence

    PerformancePoint, Azure and SQL Reporting Downloads from Microsoft | SharePoint BUZZ - Your SharePoint Community Resource

     

    Downloads available from Microsoft:

    PerformancePoint, Azure and SQL Reporting Downloads from Microsoft | SharePoint BUZZ - Your SharePoint Community Resource

    Performance Point Server SP2 pre-release nuggets - BeI - Microsoft Business Intelligence

     Best news I have heard in awhile – the long-awaited SP2 for Performance Point Server 2007 is coming out… before the New Year?

    Performance point server SP2 is planned to be release on December 2008.
    We are currently waiting for the beta version, due in a couple of days.

    The dev team has relased some nuggets regarding the upcoming release:
    1. The support for SQL Server 2008 has been established:
        a. SSRS report view now supports the SSRS2008 connection.
        b. Setup up over SQL Server 2008
    2. Support for virtualization environments:
        As previously mentioned by Norm's blog post:
    http://blogs.msdn.com/normbi/archive/2008/10/14/performancepoint-server-sp2-hyper-v-is-supported.aspx
       Performance Point Server would support virtualization (using Hyper-V),
       you can read further about it at:
    http://support.microsoft.com/?kbid=957006
        Since Planning Server requires wide topology, this issue could change the future architecture of planning implementation.

    Performance Point Server SP2 pre-release nuggets - BeI - Microsoft Business Intelligence

    B.I. the way...

    Some more documentation coming shortly.

    The Planning Business Modeler topics are now "out of the box". These topics are organized by category rather than table of contents. The content is very good. In coming weeks, we will cross-reference between TechNet and Office Online so that customers have a better experience (less fragmented) reading our documentation.  

    B.I. the way...

    PerformancePoint Install - Failed Windows Server 2003 SP1 - Dan Lewis

     

    Work Around:

    You can run the following commands to install PerformancePoint making it ignore the prerequisites check, and ultimately enabling the 'Next' button.


    To skip check for Planning Server:

    MSIEXEC /i PPLSrv.msi SKIPREQCHECK=1


    To skip check for Monitoring Server:



    MSIEXEC /i PSCSrv.msi SKIPREQCHECK=1



    PerformancePoint Install - Failed Windows Server 2003 SP1 - Dan Lewis

    Wednesday, October 22, 2008

    MSDN Blog Postings » Blog Archive » PerformancePoint Server SP2: Hyper-V is supported

     

    It is good to know that PerformancePoint Server (PPS) Service Pack 2 will support Hyper-V. The news is located on a Microsoft server software and supported virtualization environment list.

    This article discusses the support policy for running Microsoft server software in the following supported virtualization environments:

    MSDN Blog Postings » Blog Archive » PerformancePoint Server SP2: Hyper-V is supported

    Monday, October 20, 2008

    Availability of the Changelist field of Submissions table. - TechNet Forums

    Tip from the forums:

    From Planning Business Modeler | Process Management | Cycle Instance | Form | Select the Assignment on the Tasks you can Export the Change list as CSV files.   The exported file can be accessed outside the application.

    Availability of the Changelist field of Submissions table. - TechNet Forums

    Tuesday, October 7, 2008

    The NAV/SQL Performance Field Guide - 3rd Edition - Dynamics NAV Performance on SQL - My Two Cents

     

    While struggling with NAV/SQL performance issues for many years I scribbled down countless pages about various issues, learned by own experience or from colleagues, taken from numerous knowledgebase articles, whitepapers, etc. or heard in several webcasts.

    In 2006 I started to put all this into a structured document, one I could use more straight in my optimization workshops - so "The NAV/SQL Performance Field Guide" was born. It's not a replacement of any official NAV/SQL documentation and requires some pre-knowledge about certain issues, but this "braindump" should give feasible advice and practical hints for the daily work with NAV and SQL.

    The NAV/SQL Performance Field Guide - 3rd Edition - Dynamics NAV Performance on SQL - My Two Cents

    Thursday, October 2, 2008

    Kevin White's PerformancePoint Blog : A brief overview of PerformancePoint Planning business rules

    Kevin talks about the different types of business rules in PerformancePoint.

    I have described the behavior of PPS rule sets below. Any rules that are added in these rule sets follows the described behavior.

    Kevin White's PerformancePoint Blog : A brief overview of PerformancePoint Planning business rules

    Wednesday, October 1, 2008

    Developing for Dynamics GP : Microsoft Dynamics GP Blogs

     

    This page contains links to blogs relating to Microsoft Dynamics GP

    Developing for Dynamics GP : Microsoft Dynamics GP Blogs

    The Microsoft PerformancePoint Team Blog : Working with the Monitoring CSS Files to Adjust Settings in Deployed Dashboards

     

    PerformancePoint Monitoring server has a few style sheets that can be adjusted in order to modify settings in your deployed dashboards.

    The Microsoft PerformancePoint Team Blog : Working with the Monitoring CSS Files to Adjust Settings in Deployed Dashboards

    Snatched Moments - Create a NativeSQL Business Rule

    It is usually recommended that all rules be written in PerformancePoint Expression Language (PEL) in to ensure upgrade compatibility.

    However, some rules (either throwaway or complex) need to be driven by either Native SQL or MDX code.

    Here is a blog posting outlining how to write a Native SQL rule.

    In some difficult situations you might want to use NativeSQL to implement a business rule. It gives you the full power of SQL Server.

    First you need to create the rule in the Business Modeler to host the NativeSQL business rule. You can use parametres and even use members of dimensions as parameters. When it is time to execute the business rule the user gets a nice interface where the user is able to select the parameter in the dimension.

    In the SQL it is the memberId of the dimension that is passed into the function and they are of the type int. A start of an implementation can be seen here:

    create proc Calc.[sp$procedure] @entity int, @scenario int, @startTimePeriod int, @endTimePeriod int as

    It looks almost as a normal stored procedure in SQL. The only difference is that the name is a preprocessor commands and the Performancepoint translate this to a real stored procedure name, when it is created by the Performancepoint in the SQL Server. The rest of the parametres is just like a normal stored procedure.

    Snatched Moments - Create a NativeSQL Business Rule

    Monday, September 29, 2008

    Why aren't my input form cells turning yellow?

    A colleague of mine offers this troubleshooting checklist when you just can't get the PerformancePoint Planning Excel Add-in to recognize input boxes in an assignment.

    PerformancePoint Planning - Input Forms Checklist

    1. The current date is within the assignment start/end date/time
    2. The cells you are looking at are within the start and end periods for the assignment (that you selected from the time dimension)
    3. The scenario you are trying to input to is the scenario you selected for the cycle that the assignment is using
    4. You have a value selected for every dimension in the model (both filters, rows and columns) and that the value selected is at the leaf level
    5. The user you are logged on as has access to the model set to “On” in the summary view of the user’s role.
    6. That read/write access is enabled for all of the dimensions selected in the filters/rows/columns you selected above.
    7. The status of the assignment is listed as “started” or “partial”, not “Not Started” or “Submitted”, or something else.
    8. That the assignment is opened using the assignment list in the action pane or from the assignment search window.
    9. That the report property “Allow data entry” is set to true
    10. That you haven’t mistakenly changed the format of a data entry to a white background (this has happened).  Check this using the “Home” ribbon and going to cell styles.  Right click on the “PerformancePoint data entry cell” to modify if necessary.  This can be testing by trying to write to the cell –if you don’t get a “read-only” error you’re fine.

    Thursday, September 25, 2008

    MSDN Blog Postings » Blog Archive » A brief overview of PerformancePoint Planning business rules

     

    Over the course of the past year I’ve had a number of conversations on what type of business rule to choose for a PerformancePoint model.  The answer is always - ‘it depends’.  Choosing the right type of business rule depends on the the context of your business requirements. For example, technical accuracy of a rule (i.e. Sales Volume * Product Price) can be done through any rule type - but choosing the right rule type requires you to consider how the resulting data is processed and stored in the system and how that impacts or aligns with your business requirements.  

    I have described the behavior of PPS rule sets below. Any rules that are added in these rule sets follows the described behavior.

    MSDN Blog Postings » Blog Archive » A brief overview of PerformancePoint Planning business rules

    Wednesday, September 24, 2008

    Peter Eb. : HOWTO: Dynamic rows or columns with a dimension property filter

    Currency may not change that much, but how about employee or department?

    Peter has a way to hack PerformancePoint Planning into using dynamic members.

    Then click Validate RDL to make sure there are no syntax errors. Then click ok and the report will be refreshed. Now using the filter should give the same values as the static selection, but when a new currency member is added with a new value for the property MemberName it will automatically appear in this list. Voila! Not so simple, but not so hard.

    Peter Eb. : HOWTO: Dynamic rows or columns with a dimension property filter

    What would be nice is to see an example of a web-based or Excel-based data entry solution for adding members to the model.

    Something like this:

    http://www.oraxcel.com/projects/sqlxl/

    or this

    http://msdn.microsoft.com/en-us/library/aa203746(office.11).aspx

    or this

    http://www.perlielab.com/CallistoPages/datamanager.html

    or how about creating a SQL job on the server that polls published spreadsheets or Sharepoint lists for data and loads them into the staging & app databases and processes the model?

    This would allow for things like headcount planning and adding new products or customers to a model without modeler permissions.

    Sounds like a lot of work for something that should really be in the add-in as a feature (member management).

    Perhaps Microsoft MDM will incorporate this feature into PerformancePoint and/or Excel?

    At least that's what the roadmap tells us...

    How to speed up the All up BI VPC 6

    Take out the cubes.  Any cubes that you do not want to demo or try out,

    1. From a command line (or with services console) NET STOP MSSQLSERVEROLAPSERVICE

    2. Create a new directory called data2 and copy files/directories below into the directory from data directory.

    3. Rename the data directory to data_backup.

    4. Rename the data2 directory to data.

    5. Start up Analysis Services.

    image

    Because it is not precaching anything, I noticed a huge improvement in loading the service and connecting to AS.  No more all-consuming memory bloat.

    This is good if you would like to use the All Up BI VPC with your own demo data and have no interest in the samples provided.

    If you need any of the sample database, copy the directories and xml associated to them back in with above steps.

    If you're building PerformancePoint Planning models for training purposes it should speed up the deployment immensely.

    Learn, Build, Grow...the future of BI: BI VPC 6 now available

    Monday, September 22, 2008

    André Vala : PPS 2007 Tip #1: Creating Models with Multiple Measures

     

    In the current release (CTP4), the only way to create a model with more than one measure is to export the application metada to a XML file, manually edit it and import the updated metada. That can be achieved following the steps listed below.

    André Vala : PPS 2007 Tip #1: Creating Models with Multiple Measures

    Friday, September 19, 2008

    Re: Output from ppscmd - TechNet Forums

    Some useful info for tracking the results of PPSCMD.exe into a log file.

    Your post did point me in the right direction. However, there are two parts to a workable solution:

    1) There is the *undocumented feature* for ppscmd which is using custom handle 3 for output (instead of stdout which is handle 1) so you have to use 3>&1 in you command argument. I was lucky, I guessed...

    2) To implement a redirect in SSIS Execute Process task you have to use a workaround using cmd /C as your executable.

    http://blogs.msdn.com/michen/archive/2007/08/02/redirecting-output-of-execute-process-task.aspx

    Put together, it willl look something like cmd /c ppscmd [arguments] 3>&1 >> mylog.txt.

    Re: Output from ppscmd - TechNet Forums

    Monday, September 15, 2008

    Jason Morales' Microsoft BI Update : The Business Intelligence Update - September 2008

     

    The Business Intelligence Update - September 2008

    HOT TOPICS

    Register NOW for the 2nd Annual Microsoft BI Conference - click here!

    25% Discount Promotion - Microsoft Office SharePoint ECAL / PerformancePoint Server CAL

    *** extended through September 30, 2008

    Assessment Tool for Business Intelligence

    - compare your infrastructure against industry best practices and the latest IT research

    Online Demo: Geospatial Business Intelligence

    -  by integrating Virtual Earth and PerformancePoint

    -  Blog: More on Virtual Earth & PPS

    Business intelligence basics: case studies and job advice

    Five keys to hiring (good) business intelligence professionals

    Leveraging business and marketing skills for a business intelligence (BI) career

    UPCOMING EVENTS

    How does it all stack up?

    6 part Seminar Series, sponsored by Inetium & Microsoft

    Sept 18

    Omaha, NE

    Click here to register

    Dashboard in a Day - sponsored by Quilogy

    Sept 16 - Omaha, NE

    Sept 18 - Chicago, IL

    Click here to learn more and register

    The Next Generation of Business Intelligence

    Executive Roundtable Breakfast Series, sponsored by Neudesic & Microsoft

    Sept 18 - Denver, CO

    Sept 30 - Las Vegas, NV

    Microsoft BI Conference

    Oct 6-8 - Seattle, WA

    www.microsoftbiconference.com

    Managing Performance with PerformancePoint

    Planning, Financial Reporting, Monitoring and Analytics for Dynamics GP 10

    Oct 8 - Mountain View, CA

    Click here to register

    PASS Community Summit 2008

    Nov 18-21 - Seattle, WA

    Click here to learn more

    Find Events & Webcasts

    UPCOMING WEBCASTS

    * all times listed below are for Pacific time zone

    Microsoft Business Intelligence for Retail - sponsored by Solver

    Sept 11, 11am

    Click here to register

    Using Your SharePoint Portal to Communicate Business Intelligence presented by Quilogy

    Sept 11, 1 pm

    Click here to register

    Achieving Business Intelligence Across the Enterprise presented by Thorogood

    Sept 18, 9am - Realize Fast & Effective Planning, Budgeting & Forecasting

    Click here to register

    NEWS LINKS & PRESS RELEASES

    SQL Server 2008: First Impressions

    BIScorecard Rates Eight Leading Products

    An Effective Business Intelligence Strategy is the Key to Business Success

    Next-generation BI at Hand, Forrester Reports

    Gartner lists Microsoft India as leading vendor of BI

    Information Agility

    Who doesn't want to be agile?

    The Business Intelligence Model of Conflicting Interests

    Is Excel a Complete BI Solution?

    Pervasive business intelligence: Are organizations really ready?

    Seven Steps to Successful BI Competency Centers

    Business Intelligence: Distilling Raw Data into Useful Information

    The Business Intelligence Education Problem

    Full Circle: Decision Intelligence (DSS 2.0)

    Contact Me if you'd like to receive monthly emails of Jason Morales' Microsoft BI Update

    Jason Morales' Microsoft BI Update : The Business Intelligence Update - September 2008

    Friday, September 12, 2008

    How To Get A Token For A User

    If you're going to be coding in Excel Services, you may need to work with impersonation for the web service credentials.

    This article could help.

    If you're trying to do the same thing with a local account, or a domain account on a Windows 2000 or Windows XP box, you'll need the user's password to get a token for it. Where are you going to get the user's password, though? If you need to do this sort of thing, prompt the user for a password (HowToPromptForAPassword). If the user won't be present, then you'll need to store the password someplace where the machine can read it. This is really bad news because, even if you do this as carefully as possible (HowToStoreSecretsOnAMachine), root compromise of the machine eventually leads to compromise of these secrets, and you can't prevent this. This should be a major consideration in your threat model (WhatIsThreatModeling)!

    How To Get A Token For A User

    Cum Grano Salis : AJAX Library for Excel Services

     

    Access Excel Services from any web page using Ajax and this wrapper.

    I have had this on my table for a while already and have been meaning to make it available for everyone to use/modify. The idea behind this example is to wrap the Excel Web Services API so that it is available for call inside Internet Explorer. The idea is that people will be able to leverage models inside workbooks just like C# code.

    The attached file (ExcelServicesAjax.js) needs to be placed inside the _layouts directory of your SharePoint server. In yout HTML files, you then need to reference the javascript file. That will give you access to the functionality.

    Cum Grano Salis : AJAX Library for Excel Services

    Thursday, September 11, 2008

    Differences between using a workbook in Excel and Excel Services - SharePoint Server - Microsoft Office Online

    As part of your dashboard or planning project, or separately, you may be investigating Excel Services.  It does not have all of the features of Excel in the browser.  Data entry isn’t supported.  Charts are different. Macros aren’t supported, though UDFs are and you can call Excel Services from VBA.  It’s usually hosted in Sharepoint, though Excel Services is just a web service that’s accessible via custom apps.

    Supported and unsupported features when loading a workbook

    Differences between using a workbook in Excel and Excel Services – SharePoint Server - Microsoft Office Online

    It is, however, a good way of keeping one version of the truth around in a central, protected format and is easily understandable by the business.  And there are some other possibilities like using the Excel Web Companion, and saving data using Excel Web Companion.  The Save As feature may provide an interesting way of doing some adhoc forecasting & brainstorming online.

    Spreadsheet hell comes to Sharepoint!

    What is "one version of the truth"?

    A common requirement when publishing a Microsoft Office Excel 2007 workbook that is connected to an external data source on Excel Services is to ensure that users always view a consistent set of values and formula results, and that the workbook uses secure and up-to-date connection information. This is sometimes called obtaining "one version of the truth".

    For example, if you are reconciling budget data each quarter between different departments to provide a company-wide budget summary, you need to ensure that everyone is working with reliable and consistent data to ensure that the process goes smoothly with minimal disruption and disagreement over differing values between workbooks and the timing of formula calculations and results.

    Roadmap for publishing an Excel workbook as "one version of the truth"

    Using charts and PivotChart reports in Excel Services

    Using named views to show/hide charts.

    View a named item in Excel Services

    Tying back to external systems

    Using hyperlinks in Excel Services

    Drilling to details in a cube/pivot table

    Expand or collapse data details in Excel Services

    Drilling to details with outline

    Outline data in Excel Services

    Custom Properties of the Web Part

    Create a menu to show/hide named items.

    Connect a List View Web Part to Excel Web Access

    More blogs and postings

    http://blogs.msdn.com/cumgranosalis/archive/category/12700.aspx

    http://blogs.msdn.com/luisbeonservices/archive/2006/12/11/using-udfs-and-excel-formulas-to-get-a-query-table-on-excel-services.aspx

    http://blogs.msdn.com/cumgranosalis/archive/2008/05/06/new-published-paper-advanced-usage-of-excel-services-and-file-format-manipulations.aspx

    http://blogs.msdn.com/cumgranosalis/archive/2008/05/23/tips-on-excel-services-article-published-on-msdn.aspx

    http://blogs.msdn.com/excel/archive/category/11361.aspx

    http://blogs.msdn.com/luisbeonservices/

    Creating Business Applications by Using Excel Services and Office Open XML Formats

    Use members from an Analysis Services dimension as parameters with the Single Select web part.

    Excel Services Forums