PWA Dashboards Presentation
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Ryan Werge worked on two projects during his CO-OP at Professional Systems Division. For Cooper, he developed a report integrating a resource management tool with project demand data to help managers assign resources. He also created a macro to calculate ODC costs for projects in MS Project. For his CO-OP project, Werge created reports and dashboards using Excel and PerformancePoint to display key project data for managers. He learned about portfolio management, resources, and ODC costs through his experiences.
PWA Dashboards Presentation
- 1. Professional Systems Division 1 My Bose Experience Ryan Werge Program Office Co-Op Professional Systems Division
- 2. Professional Systems Division 2 Overview • My involvement in current PSD projects – Cooper • My CO-OP Project – Dashboards and Reporting for PWA
- 3. Professional Systems Division 3 PSD Projects
- 4. Professional Systems Division 4 Cooper • PMP tool that integrates MS Project Professional and Project Web App (PWA) together using Project Server • Fully entered project a few months before the tool was ready to be used for the October PRB • Focused on tool development for the December PRB
- 5. Professional Systems Division 5 Cooper (Cont.) • What I did – Developed a report that integrates John Mazejka’s resource management tool with demand data stored in PWA, allowing functional managers to assign resources to meet demand, identify resource needs, over- and under-allocations – Developed a macro in MS Project Professional that sums up the ODC cost for a project or multiple projects in a given time period
- 6. Professional Systems Division 6 Cooper (Cont.) • What I learned – Portfolio management, the preparation in gathering the required information needed for successful portfolio management – Resources, how much demand is needed per project and how it needs to be filled – ODC costs add up, can influence outcome of a project. The macro created for MS project shows how much a project needs for ODC costs and how much for a select number of projects – Enterprise Global Template: backs up every night and Project Server only keeps one version (the latest version)
- 7. Professional Systems Division 7 CO-OP Project Business Intelligence
- 8. Professional Systems Division 8 Goals for the Project • Determine reporting needs for Portfolio and Functional Managers • Learn how to create reports to fulfill those needs and display them on a dashboard using Microsoft Project Server 2010 and SharePoint Server Enterprise
- 9. Professional Systems Division 9 Business Intelligence Center • Processes, tools and techniques for gathering, organizing, and analyzing large volumes of complex data in an effort to develop an accurate understanding of business dynamics • Uses reporting to reference data visualizations
- 10. Professional Systems Division 10 Dashboards • Interactive web pages • Can be used to display preferred reports, documents and KPIs • Help an organization analyze and make decisions based on its performance • Automatically updates reports – Not immediately since the OLAP (Online Analytical Processing) cube builds nightly at midnight
- 11. Professional Systems Division 11 Reporting Technologies • Excel Services and PowerPivot for Excel – Server based calculations to an Excel workbook, PivotTables • Visio Services – Server based data integrated into Visio diagrams • Performance Point Services – Performance management tools to help generate dashboards, scorecards and KPIs • SQL Services – SQL queries used to publish on-demand or interval based reports
- 13. Professional Systems Division 13 Reporting Types I Used • PerformancePoint Services – To develop dashboards • Excel Services – To generate reports • Other services were not used – Setup issues prevented us from using SQL Services – Our version of Project Server does not include Visio, but is something the portfolio office is currently looking into
- 14. Professional Systems Division 14 Templates • Templates are the starting point to creating your own custom reports via Excel services • Once selected, a user is able to edit the report template to his/her preference • Templates give report developers the ability to create PivotTables that display the desired data
- 15. Professional Systems Division 15 Pivot Tables • Pivot tables are generated based off of a large amount of data and can be manipulated for analysis • Easy way to grab large amounts of data and design a large spreadsheet • Excel Services uses PivotTables in order to display large amounts of data into an organized spreadsheet
- 16. Professional Systems Division 16 Dashboard Designer • Software tool implemented in BI Center • Used for PerformancePoint report developing • Used to develop and deploy dashboards • Makes Excel and SQL Services reports “PerformancePoint compatible” • Cannot be used in dashboards if step isn’t taken
- 17. Professional Systems Division 17 SOP • https://bosecorp.sharepoint.com/sites/PSD2/progoffops/Shared%20Documents%20 Library/SOP_Developing%20an%20Excel%20Services%20Report.docx – Developing an Excel Services Report • https://bosecorp.sharepoint.com/sites/PSD2/progoffops/Shared%20Documents%20 Library/SOP_Developing%20a%20Performance%20Point%20Report.docx – Developing a PerformancePoint Report • https://bosecorp.sharepoint.com/sites/PSD2/progoffops/Shared%20Documents%20 Library/SOP_Developing%20a%20PerformancePoint%20Dashboard.docx – Developing a PerformancePoint Dashboard
- 18. Professional Systems Division 18 Further Reading • http://technet.microsoft.com/en-us/library/gg188101(v=office.14).aspx – Reporting with Project Server 2010 • http://www.microsoft.com/en-us/download/details.aspx?id=26556 – Excel Services with Project Server 2010 • http://technet.microsoft.com/en-us/library/hh393967(v=office.14).aspx – PerformancePoint Services with Project Server 2010 • http://www.microsoft.com/en-us/download/details.aspx?id=14834 – Link to Poster in Previous Slide
- 19. Professional Systems Division 19 Demo Time! Brief demonstration of the current reports and dashboard that were created.
- 20. Professional Systems Division 20 Overview • Currently running reports and dashboards • Quick overview of the software used • Resource Report • ODC Macro
- 21. Thank You