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![Twist Base Measures
Scope([Measures].[PerfMgt]);
Scope([Metrics].[Actuals]);
[KPI].[UpTime] =
(
[Measures].[UpTime],
Root([KPI])
);
End Scope;
[Metric].[Tier 1] =
(
[Measures].[UpTime],
Root([KPI])
);
End Scope;
©2011 Symmetry Corporation http://www.symcorp.com](https://image.slidesharecdn.com/microsoftbusinessintelligenceperformancemanagementdanbulos2011-110317015450-phpapp02/75/Microsoft-Business-Intelligence-Performance-Management-Dan-Bulos_2011-22-2048.jpg)
![Calculate Metrics
[Metric].[Variance] =
Case
When [KPI].CurrentMember.Properties("Polarity")
= "Positive"
Then [KPI].[Actuals] - [KPI].[Target]
Else [KPI].[Target] - [KPI].[Actuals]
End;
©2011 Symmetry Corporation http://www.symcorp.com](https://image.slidesharecdn.com/microsoftbusinessintelligenceperformancemanagementdanbulos2011-110317015450-phpapp02/75/Microsoft-Business-Intelligence-Performance-Management-Dan-Bulos_2011-23-2048.jpg)
![Score to Bucket
Pick a scale [1, 100], [-1, 1], [1-5] Careful: Zero in a scale
Create a bucketing strategy can throw off weighting
# of Buckets is # of Tiers + 2
Uneven buckets influence a bubble up strategy
Forces outliers into scale – reduces outlier impact
Scope (KPI Set);
[Metric].[Score] =
Case
When [Metric].[Var%] >= [Metric].[Target]
Then 5 -- A
When [Metric].[Var%] >= [Metric].[Target] + [Metric].[Tier 1]
Then 4 -- B
When [Metric].[Var%] >= [Metric].[Target] + [Metric].[Tier 2]
Then 3 -- C
When [Metric].[Var%] >= [Metric].[Target] + [Metric].[Tier 3]
Then 2 -- D
Else 1 -- F
End;
End Scope;
©2011 Symmetry Corporation http://www.symcorp.com](https://image.slidesharecdn.com/microsoftbusinessintelligenceperformancemanagementdanbulos2011-110317015450-phpapp02/75/Microsoft-Business-Intelligence-Performance-Management-Dan-Bulos_2011-27-2048.jpg)
![Weight & Aggregate Scores
Scope (Descendants([KPI].DefaultMember, , LEAVES));
[Metric].[Weighted Score] =
[Metric].[Score] * [Metric].[KPI Weight];
End Scope;
Scope ([KPI].Members - Descendants([KPI].DefaultMember, , LEAVES));
[Metric].[Weighted Score] =
Sum(
[KPI].CurrentMember.Children,
[Metric].[Weighted Score]
);
[Metric].[KPI Weight] =
Sum(
[KPI].CurrentMember.Children,
[Metric].[KPI Weighted]
);
[Metric].[Score] = [Metric].[Weighted Score] / [Metric].[KPI Weight];
End Scope;
©2011 Symmetry Corporation http://www.symcorp.com](https://image.slidesharecdn.com/microsoftbusinessintelligenceperformancemanagementdanbulos2011-110317015450-phpapp02/75/Microsoft-Business-Intelligence-Performance-Management-Dan-Bulos_2011-29-2048.jpg)
![Grade KPIs and Objectives
[Metric].[Grade] =
Case
When [Metric].[Score] > 4.5 Then ‘A’
When [Metric].[Score] > 3.5 Then ‘B’
When [Metric].[Score] > 2.5 Then ‘C’
When [Metric].[Score] > 1.5 Then ‘D’
Else ‘F’
End;
©2011 Symmetry Corporation http://www.symcorp.com](https://image.slidesharecdn.com/microsoftbusinessintelligenceperformancemanagementdanbulos2011-110317015450-phpapp02/75/Microsoft-Business-Intelligence-Performance-Management-Dan-Bulos_2011-30-2048.jpg)
Uploaded byMark Ginnebaugh
Microsoft Business Intelligence Performance Management Dan Bulos_2011
The document discusses performance management (PM), highlighting its methodologies, metrics, and systems that monitor and manage business performance. It emphasizes the importance of designing key performance indicators (KPIs) and providing a structured approach to performance management, including scoring and aggregating KPIs for effective reporting. Additionally, it introduces the notion of a balanced scorecard as a strategic planning tool to align business activities with organizational goals.
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Microsoft Business Intelligence Performance Management Dan Bulos_2011
- 1. Performance Management: PerformanceManagement More Than Just Balanced Scorecards Speaker: Dan Bulos President, Symmetry Corporation President Symmetry Corporation Bay Area Microsoft BI User Group y p March 2011 Mark Ginnebaugh, User Group Leader Mark Ginnebaugh, User Group Leader [email protected]
- 2. Performance Management A PrescriptiveDesign Dan Bulos – [email protected] ©2011 Symmetry Corporation http://www.symcorp.com
- 3. Performance Management (PM) The methodologies, metrics, processes and systems used to monitor and manage an enterprise's business performance Function Measures A single measurement HR People that ranks members IT Applications along a scale that Finance Cost Center encompasses many Sales Representatives metrics Marketing Products Manufacturing Process Line http://www.symcorp.com ©2011 Symmetry Corporation
- 4. End-To-End Business Logic Score Catalog Budget Plan Audited Forecast Report Cards Accurate Tolerances Benchmarks Approved Perspectives Initiatives KPIs Organize Metrics Measures Data ©2011 Symmetry Corporation http://www.symcorp.com
- 5. Prescriptive Design Data Warehouse & Analytics Design from the data up Performance Management Design from the usage down PM – A different design Many Facts Crafted Manufactured Different Shapes Diverse Units Consistency Counts Disparate Granularity ©2011 Symmetry Corporation http://www.symcorp.com
- 6. PM – Lotsof Moving Parts Availability Window SLA Target SLA Minutes Day Uptime % Month Incidents Critical Minutes Application Impaired % Application Incident Day Incident Count Application Impacted Users Incident IsDown InSLA/InCritical Financials Tolerance Amount Month Target Month Scenario Tier 1 KPI Account Tier 2 CIO Server Change Requests Tier 3 CR # Day Emergency CRs Application Unsuccessful CRs Unit ©2011 Symmetry Corporation http://www.symcorp.com
- 7. PM – Tamingthe Chaos Homogenize the Structure Metric KPI Actuals Target Var Var % Tier X Score Grade Weight Last Yr Chg Chg % Availability Up Time % In SLA % Change Mgt #CRs Sucessful CRs ©2011 Symmetry Corporation http://www.symcorp.com
- 8. Process Define Performance Mgt Objects ▪ KPI & Metric Dimensions/PerfMgt Measure Create Calculated Measures on Base Data ▪ Up Time = 1 – (Incident Time / SLA Time) Push Down Data (if needed) ▪ Monthly Targets from Yearly Targets Twist Data to PerfMgt Measure ▪ Orient the Information for Reporting Calculate Metrics ▪ Variance & Change Score & Grade ©2011 Symmetry Corporation http://www.symcorp.com
- 9. Definitions ©2011 Symmetry Corporation http://www.symcorp.com
- 10. Definitions - MMK Measures ▪ Operating data ▫ Atomic or Aggregated Metrics ▪ Measures compared ▫ vs. Budget/Last Year/Sales/Average Key Performance Indicators (KPI) ▪ Measures/Metrics scored ▫ What is good, bad, or acceptable ▫ Business Process/Responsibility ©2011 Symmetry Corporation http://www.symcorp.com
- 11. Definitions – KPIGroupings Objectives ▪ Defined Strategic Goals Collections of KPIs ● Improve Cust Sat and subordinate Objectives & Initiatives Initiatives ▪ Time specific projects ● Refurbish plant Scored as a Perspectives function of the KPI ▪ High-Level focus areas scores ● Operations, Sales… ©2011 Symmetry Corporation http://www.symcorp.com
- 12. Definitions - Scorecard Scorecards 1: a body of methods, rules, and postulates employed by a discipline 2: a particular procedure or set of procedures The Balanced Scorecard is a strategic planning and management methodology that is used to align business activities to the vision and strategy of the organization, Scorecards improve internal and external communications and monitor organization performance against strategic goals are generally deployed as a A Performance Report Card is a set of Key Performance part of a Indicators (KPIs) that are managed and scored (graded) through a responsibility based business process and organized performance into grouping that show influences to each other and to dashboard strategic or operational objectives or initiatives ©2011 Symmetry Corporation http://www.symcorp.com
- 13. The 3Ts ofPerformance Target Trend Typical Budgets & Goals Over Time Within a Group Variance YTD, Moving Totals % of Total % Variance Period over Period Rank Better/Worse Last Year Average Any to Any Growth % Top & Bottom ©2011 Symmetry Corporation http://www.symcorp.com
- 14. Reporting Spectrum Managed Dashboards Analysis Tables, Crosstabs, Charts, Graphs P Customization Ease of Depth & D r & Distribution Development Quickness i o Alternatives & Usage of Analytics s d Paramount Parameter Interactive c u Driven Navigation o c v t Highly Formatted Advanced e i Visualization r o Guided Analytics y n Programmer Line Staff Developed Developed Developed ©2011 Symmetry Corporation http://www.symcorp.com
- 15. Design ©2011 Symmetry Corporation http://www.symcorp.com
- 16. Smart KPIs Specific – Clear on what is being measured Measurable – Accurate and consistent Actionable– Influence to alter the outcome Relevant– Significance and leverage Timely – Appropriate intervals ©2011 Symmetry Corporation http://www.symcorp.com
- 17. KPI Characteristics Every KPI has: ▪ Class – discrete, continuous, interval ▪ Type – financial, volume, rate, % ▪ Polarity – direction of goodness ▪ Time Frame – period of measure ▪ Owner – person responsible Might Have: ▪ Components ● Net Sales = Gross, Returns, Breakage ▪ Influences ● Revenue :: Price, Interest Rates ©2011 Symmetry Corporation http://www.symcorp.com
- 18. KPI Classes Discrete - Sum or count or a time period Monthly Sales, Quarterly Hires, Daily Traffic Continuous – Value at a sample time period Cash, Inventory, Employees (Balance in Finance) Interval – Events - begin/end time/date Response Time, Order Fulfillment, Down Time ©2011 Symmetry Corporation http://www.symcorp.com
- 19. KPI Types Financial Currency can be important Volume Unit of measure is always important Rates & Percentages Rate has a unit of measure (price) Percent is a portion of the whole (gm%) ©2011 Symmetry Corporation http://www.symcorp.com
- 20. KPI Polarity Increasing is BETTER Sales Decreasing is BETTER Cost Variation is BAD Inventory ©2011 Symmetry Corporation http://www.symcorp.com
- 21. PM Objects Dimensions ▪ KPI ● Name – Key Attribute (hidden) ● KPI – Parent Attribute ● Class – Member Property (hidden) ● Type - Member Property (hidden) ● Polarity – Member Property (hidden) ▪ Metric ● Flat Dimension (IsAggregatable = False) Measure ▪ PerfMgt – A calculated Measure ©2011 Symmetry Corporation http://www.symcorp.com
- 22. Twist Base Measures Scope([Measures].[PerfMgt]); Scope([Metrics].[Actuals]); [KPI].[UpTime] = ( [Measures].[UpTime], Root([KPI]) ); End Scope; [Metric].[Tier 1] = ( [Measures].[UpTime], Root([KPI]) ); End Scope; ©2011 Symmetry Corporation http://www.symcorp.com
- 23. Calculate Metrics [Metric].[Variance] = Case When [KPI].CurrentMember.Properties("Polarity") = "Positive" Then [KPI].[Actuals] - [KPI].[Target] Else [KPI].[Target] - [KPI].[Actuals] End; ©2011 Symmetry Corporation http://www.symcorp.com
- 24. Scoring ©2011 Symmetry Corporation http://www.symcorp.com
- 25. Why Score ? KPIs of different classes or types or units of measure can not natively be either Compared or Aggregated Sales went up by $1mm The efficiency initiative has GM% went up by 1.5% Sales per Employee & # of Complaints Which is good/better? What is the total? Scoring levels KPIs to a common scale Try to score based on a percentage – Variance % not Variance ©2011 Symmetry Corporation http://www.symcorp.com
- 26. Score by Scale Method used by Scoring Directly PerformancePoint Services by Variance % is the most Common ©2011 Symmetry Corporation http://www.symcorp.com
- 27. Score to Bucket Picka scale [1, 100], [-1, 1], [1-5] Careful: Zero in a scale Create a bucketing strategy can throw off weighting # of Buckets is # of Tiers + 2 Uneven buckets influence a bubble up strategy Forces outliers into scale – reduces outlier impact Scope (KPI Set); [Metric].[Score] = Case When [Metric].[Var%] >= [Metric].[Target] Then 5 -- A When [Metric].[Var%] >= [Metric].[Target] + [Metric].[Tier 1] Then 4 -- B When [Metric].[Var%] >= [Metric].[Target] + [Metric].[Tier 2] Then 3 -- C When [Metric].[Var%] >= [Metric].[Target] + [Metric].[Tier 3] Then 2 -- D Else 1 -- F End; End Scope; ©2011 Symmetry Corporation http://www.symcorp.com
- 28. Aggregate Scoring Strategy Average Bubble Up Weight based on Increase weight of influence factors poor performers Score based on Score based on constituent scores performance count What is the overall Identify hidden performance? problem areas? ©2011 Symmetry Corporation http://www.symcorp.com
- 29. Weight & AggregateScores Scope (Descendants([KPI].DefaultMember, , LEAVES)); [Metric].[Weighted Score] = [Metric].[Score] * [Metric].[KPI Weight]; End Scope; Scope ([KPI].Members - Descendants([KPI].DefaultMember, , LEAVES)); [Metric].[Weighted Score] = Sum( [KPI].CurrentMember.Children, [Metric].[Weighted Score] ); [Metric].[KPI Weight] = Sum( [KPI].CurrentMember.Children, [Metric].[KPI Weighted] ); [Metric].[Score] = [Metric].[Weighted Score] / [Metric].[KPI Weight]; End Scope; ©2011 Symmetry Corporation http://www.symcorp.com
- 30. Grade KPIs andObjectives [Metric].[Grade] = Case When [Metric].[Score] > 4.5 Then ‘A’ When [Metric].[Score] > 3.5 Then ‘B’ When [Metric].[Score] > 2.5 Then ‘C’ When [Metric].[Score] > 1.5 Then ‘D’ Else ‘F’ End; ©2011 Symmetry Corporation http://www.symcorp.com
- 31. Scoring Along anApp Dimension To Aggregate and Score Example – Sales Reps Or Aggregate and Score Score and Aggregate One Rep doing very well can cover for many under performing reps Score and Aggregate Score and Aggregate All Reps must do well for the Embodies a strategy of aggregate to perform well even performance ©2011 Symmetry Corporation http://www.symcorp.com
- 32. Radar Chart Good at showing performance of component KPIs ©2011 Symmetry Corporation http://www.symcorp.com
- 33. Symmetry – WhoWe Are Founded in 1986 Experience Qualified Consultants min 15 years BI, 10 years MS BI BI is our Specialty Expertise Business Solutions, not Technology Consulting, not Contracting ADAPTTM Design Methodology Engineering PROOF Application Framework Fastest & Best POC/Demo/Prototypes ©2011 Symmetry Corporation http://www.symcorp.com
- 34. Symmetry & Microsoft “Trusted” “Technology” Licensed technology to SQL Server group Premier Basis of SSABI BI Embedded with PerformancePoint Partner Frequent speaking engagements at dev team for 2 years MS conferences “Teamwork” “Teach” ©2011 Symmetry Corporation http://www.symcorp.com
- 35. Questions? ©2011 Symmetry Corporation http://www.symcorp.com
- 36. To learn more or inquire about speaking opportunities, please contact: Mark Ginnebaugh, User Group Leader [email protected]