Microsoft Performancepoint 2007 for Dummies (ISBN - 0470239662)

412 Pages·2007·13.21 MB·English

Rachel Blum
Mark Chen
Business Intelligence Architects,
Moore Stephens Business Solutions

Gain insights,
monitor results, and
identify problems

Microsoft

®
PerformancePoint

™ 2007

Enjoy great performance and
overcome business challenges!

Develop a plan and set
goals

Exchange data with Excel

Create key performance
indicators

Work with dashboards and
scorecards

Create customized reports

Configure security features

Explanations in plain English

“Get in,get out”information

Icons and other navigational aids

Tear-out cheat sheet

Top ten lists

A dash of humor and fun

� Find listings of all our books

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subject categories

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etips.dummies.com

Manage planning
and budgeting
and produce reports

$29.99 US

$32.99 CN

£19.99 UK

ISBN 978-0-470-23966-7

Business Software/
General

PerformancePoint 2007 helps you plan ahead, analyze your changes, and
monitor how your business is doing. Even if it’s your first look at a business
performance management system, you’ll find this handy guide makes you
look like a pro! Here’s how to set goals, create plans to get you there, and
produce reports to track your progress.

Rachel Blum and Mark Chen are Principal Business Intelligence
Architects with Moore Stephens Business Solutions. They’re experts in
designing and deploying BI solutions in the financial services industry.

It’s easy to keep
business activities in line
with corporate strategies

Blum
Chen

spine=.816”

Microsoft

®
PerformancePoint

™ 2007

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Microsoft®
PerformancePoint
™
2007

FOR
DUMmIES

‰

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by Rachel Blum
and Mark Chen

Microsoft®
PerformancePoint
™
2007

FOR
DUMmIES

‰

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Microsoft® PerformancePoint™ 2007 For Dummies®

Published by
Wiley Publishing, Inc.
111 River Street
Hoboken, NJ 07030-5774

www.wiley.com

Copyright © 2009 by Wiley Publishing, Inc., Indianapolis, Indiana

Published by Wiley Publishing, Inc., Indianapolis, Indiana

Published simultaneously in Canada

No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or
by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permit-
ted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written
permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the
Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, [phone], fax [phone].
Requests to the Publisher for permission should be addressed to the Legal Department, Wiley Publishing,
Inc., 10475 Crosspoint Blvd., Indianapolis, IN 46256, [phone], fax [phone], or online at
http://www.wiley.com/go/permissions.

Trademarks: Wiley, the Wiley Publishing logo, For Dummies, the Dummies Man logo, A Reference for the
Rest of Us!, The Dummies Way, Dummies Daily, The Fun and Easy Way, Dummies.com, and related trade
dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affi liates in the United
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property of their respective owners. Wiley Publishing, Inc., is not associated with any product or vendor
mentioned in this book.

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REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE
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Library of Congress Control Number: 2008939710

ISBN: 978-0-470-23966-7

Manufactured in the United States of America

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About the Authors

Rachel Blum and Mark Chen are principal business intelligence architects
with the New York office of Moore Stephens Business Solutions. They
are responsible for directing MSBS’s business intelligence (BI) solution
architecture, including the PerformancePoint Server component, for their
insurance industry customers. Rachel and Mark both have more than 11
years of experience architecting and deploying BI solutions in the financial
services industry.

Rachel has an undergraduate degree from Brandeis University and a graduate
degree from Columbia University. Mark has an undergraduate degree from
Cornell University and earned his PhD at New York University.

Moore Stephens Business Solutions and its U.K. parent, Moore Stephens
Consulting, are leading providers of Microsoft business intelligence and
performance management deployments for the insurance industry.

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Acknowledgments

Rachel: Thanks to Mom, Dad, Raj and Mano, Big Jerry, and especially Kiran
and Lily for your endless support and love. Thanks to my good friend and col-
league Mark, looking back on many years of great collaboration and looking
forward to many more.

Mark: Thanks to Judy, Franklin, Mom, and Dad for providing all the support
one could ever wish for, and for always letting me know that they love me.
Special kudos to Rachel for providing enough fire and drive to get this all
done, and especially for making the process fun and exciting.

Thanks to our editors Kyle Looper, Pat O’Brien, and John Edwards. Special
thanks to Rohit Rahi, our technical editor, for your time and invaluable input;
to our London team, Mark Vaughan, David Sweet, and Shaun Dodson, for
your technical support; and especially to all our colleagues at MSBS NY for
your support, input, intelligence, and continued teamwork. Special thanks to
Seth Rachlin.

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Publisher’s Acknowledgments

We’re proud of this book; please send us your comments through our online registration form
located at www.dummies.com/register/.

Some of the people who helped bring this book to market include the following:

Acquisitions, Editorial, and Media
Development

Project Editor: Pat O’Brien

Acquisitions Editor: Kyle Looper

Copy Editor: John Edwards

Technical Reviewer: Rohit Rahi

Editorial Manager: Kevin Kirschner

Editorial Assistant: Amanda Foxworth

Sr. Editorial Assistant: Cherie Case

Cartoons: Rich Tennant
(www.the5thwave.com)

Composition Services

Project Coordinator: Katherine Key

Layout and Graphics: Stacie Brooks,
Reuben W. Davis, Nikki Gately,
Sarah Philippart, Christine Williams

Proofreader: ConText Editorial Services, Inc.

Indexer: Broccoli Information Management

Publishing and Editorial for Technology Dummies

Richard Swadley, Vice President and Executive Group Publisher

Andy Cummings, Vice President and Publisher

Mary Bednarek, Executive Acquisitions Director

Mary C. Corder, Editorial Director

Publishing for Consumer Dummies

Diane Graves Steele, Vice President and Publisher

Joyce Pepple, Acquisitions Director

Composition Services

Gerry Fahey, Vice President of Production Services

Debbie Stailey, Director of Composition Services

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