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5: Monitoring in PerformancePoint Server
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Figure 5-22 One of the strengths of KPIs is that they can identify trends The Trend included with the Aggregations is shown here, but it can only identify a trend over the last two periods
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In either case, the trend indicators can be used to display the trend results to the end user, because the arrows used to show a trend are simply indicators, just like the red/yellow/green indicators seen so far
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There are a number of indicators in PerformancePoint Server from which to choose So far the images shown have only included a simple, three position indicator called the Stoplight There are, however, a number of additional indicators and these include some with more than just three positions Currently available indicators are displayed in the Workspace Browser, but more can be added by clicking on the Indicator button on the Create ribbon This opens the Select An Indicator template dialog box There are two basic categories of indicators: Centered and Standard Centered indicators are those used when the scoring pattern for a KPI is Closer to Target is Better This is the case when a variance either
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Business Intelligence with Microsoft Office PerformancePoint Server 2007
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direction is bad Imagine that a company is producing cardboard boxes and the boxes have separate lids The lids must fit snugly on the boxes but not be so small that they will not fit Additionally, if the lid is too large, the snug fit is lost Therefore, there is an allowable tolerance and any lids that are too large or too small are rejected as defective Therefore, centered indicators deal with issues when variances are a problem Standard indicators, on the other hand, are used when the scoring pattern is either Increasing is Better or Decreasing is Better There is actually another category of indicators listed as Blank Indicator This allows businesses to create their own indicators The indicators can be standard or centered and have two to ten levels Developers can then add custom graphics files for each level as well as the text color, background color, and the display name for that level Under both Standard and Centered are several categories of existing indicators: Gauges, Miscellaneous, Progress Bars, Smiley Faces, Stoplights, Thermometers, and Trends In order to add a new indicator for use with the current workspace in Dashboard Designer, simply select the desired indicator and click OK Figure 5-23 shows the
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Figure 5-23 The indicators that come with PerformancePoint Server include a variety of graphics in both standard and centered indicators
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5: Monitoring in PerformancePoint Server
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selection of the Smiley Medium indicator from the Standard category Once the OK button is clicked, the new indicator will appear in the Workspace Browser In order to change the indicator for an existing KPI, the developer can click on the KPI in the Workspace Browser and then click on the Thresholds cell for the target metric In the Thresholds screen the developer can click on the Set Scoring pattern and Indicator button to bring up the Edit Banding Settings wizard The second screen of the wizard is entitled Select Indicator and allows the developer to choose from all of the indicators currently in the workspace Note that only the correct type of indicators will show up; if the developer chooses a scoring pattern of Closer to Target is Better, only centered indicators will appear in the list Otherwise, only standard indicators will show up Once the selection is made, the scorecard view can be updated to reflect the new indicator Figure 5-24 shows the scorecard with the Smiley Medium indicator chosen for the Target value
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Figure 5-24 The KPI indicator has been changed from the normal Stoplight to the Smiley
Business Intelligence with Microsoft Office PerformancePoint Server 2007
Reports and Strategy Maps
While scorecards are the primary focus of the monitoring piece of PerformancePoint Server, they are not the only piece Reports also exist here, and while they blur the line with the analytics part of PerformancePoint Server, they are included here because they are part of the Dashboard Designer and can be included in dashboards, which will be discussed later in this chapter Right-clicking on the Reports node in the Workspace Browser and then choosing New Report opens up the Select a Report template dialog box There are a number of different report types available, as shown in Figure 5-25 See Table 5-1 to understand what these different types of report templates do
Report Template Analytic Chart and Analytic Grid Description Analytic charts and grids are either chart or grid views of OLAP data The charts can be either line or bar charts Both of these chart types require Analysis Services to be the data source These templates are preferred over the PivotChart and PivotTable templates because they are thin-client tools as opposed to the thick-client PivotChart and PivotTable controls A caveat with the Analytic Chart and Grid is that they only work with Analysis Services 2005, so they are not backwards-compatible with Analysis Services 2000 This template will pull data from Excel Services workbooks that have already been published so they can be included in a report view
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