What are the most common aliments facing workers who need to create reports? How can you use Performance Canvas to cure these ailments and gain a competitive advantage?

1. The Cure for the Common
Report
The Canvas Competitive Advantage

2. Truths?
• Reports are dull but necessary.
• Business Intelligence creates a compelling management
view to report data.
• Budgets, Plans and Forecasts are done in Excel and
then input into the ERP system to be able to report
actuals versus plan.

3. Evolution and Tradition
• Reports
– Uses report software to create reports from one system at the
time.
– Reports are adjusted in Report configuration tool.
– If reports need to be augmented they are imported into Excel
where adjustments are made.
• Business Intelligence
– Data replicated from the core systems (often more than one) and
re-organized to be easy to understand and fast to retreive
– Nice and management friendly software is used to retreive the
data creating a platform for analysis and view.
• Budgets, Plans and Forecasts
– Are mostly made in Excel, then later punched back into the ERP
system to be used for Reports.
– Some companies are using separate systems for the purpose of
Planning. Most often these systems are not used for Reports.

4. A New Kind of Report
Reports
BI Plans

5. A New Kind of Report
Reports
?
BI Plans

6. What If?
• What if you could add information to reports on-the-fly?
• What if you could send out scheduled reporting input
schedules without using spreadsheets?
• What if your finance department could receive reporting
data, without having to constant check for formatting and
errors?
• What if you could create visual reports and analysis by
simply dragging-and-dropping?
• What if you could throw out your desktop and have your
entire data warehouse available in the palm-of-your-hand?
• What if your non-financial staff never had to look at another
spreadsheet again?

7. What DSPanel Product to use?
Does your current
solution have the Performance Canvas +
data you need in a No Canvas Planning
good format?
Importing your Data using Canvas
Planning will automatically create
data structured for retreival, reports
and analytics
Yes
Examples of a good format are
- A data warehouse cube like MS SQL SSAS
- A flat table structure accessible through SQL

8. What DSPanel Product to use?
Does your customer
need to report from Performance Canvas +
your data/system No Canvas Planning
only?
Canvas Planning is made to unify
data from multiple systems for
reporting and planning. Additonal
data could be manually input using
Yes Microsoft Excel
Many organizations have reporting needs
spanning multiple Systems and data
Sources, some of them include data points
collected manually needed to augment the

9. What DSPanel Product to use?
Is there a need to
further work like Performance Canvas +
Planning or Budgeting No Canvas Planning
based on Report data?
Canvas Planning is a unified solution
for Reports, Plans and Budgets
driven from the favourite tool of the
Finance user. Microsoft Excel.
Yes
Planning and Budgeting is not a stand-alone
operation. There is almost always a need to use
Report data as a basis for Planning and also a
need to report Actuals, Plans and Budget in the
same reports.

10. What DSPanel Product to use?
Performance Canvas + Canvas Planning maintains
it’s own database and builds it’s own Microsoft
SQL Server SSAS datamart fully optimized for use
both from Microsoft Excel and HTML5. This
includes iPads, iPhones, Android phones as well
as Windows Phone 7.
Would your users love
Performance Canvas +
to be able to create
Yes Canvas Planning
reports in Excel?
No
Performance Canvas takes data from
multiple types of systems including SQL
Performance Canvas and MDX and creates a complete HTML5
based environment for
Analytics, Dashboards, Scorecards and
Mashboards

11. 11
Going Mobile
• Powerful BI and
Analytics right in your
mobile phone
• Can be used on ANY
web enabled mobile
device
• Extensive graphing
capabilities
• Extensive IPAD support
including touch based BI
• Input Schedules for
mobile input
• Ease of use for
deployment with Zero
foot print clients

12. Flexible, interactive display options

13. Business
Gems: The
Foundation of
Repeatable
Solutions
• Dimensions +
Measures + Power of
Visualization =
Indiviudal BI
components you can
save and reuse to
create unlimited
number of
dashboards, mashbo
ards and scorecards
• Powerful BI
interface, allowing
you to create and
modify data
visualizations using
drag and drop or
MDX logic
13

14. Planning for
the Future with
Excel & the
Web
• Create all your
financial reports in
one system
• Drill through, drill
down and drill across
to relational data
• Formula based and
matrix-based
reporting
• Track account
movement for cash
flow analysis and
forecasting
• Foreign currency
translation
• Create and maintain
dimensions, attributes
, cubes and
hierarchies
• Input forecast data
via the web – Perfect
for multinational
corporations working
in different domains
14

15. iPad – Canvas Planning

16. Performance Canvas
Web
Business
Mobile
Data
SharePoint
Analytics
Mashboard
Performance Canvas
Dashboard
Server
Scorecard

17. ... + Canvas Planning
Planning Business Modeler Excel Planner
Planning Server
Add-On Web
Business
Mobile
Data
SharePoint
Analytics
Mashboard
Performance Canvas
Dashboard
Server
Scorecard

18. Performance
Performance Canvas + Canvas
Canvas Planning
Report Data
Native Microsoft SQL Server support X X
Direct connection to SSAS cubed data X X
Ability to import Microsoft Excel Data X X
Easily integrate with any SQL data source X X
Unify data from multiple systems in Dashboard X X
Unified Report and Plan Data Mart X
Advanced Report Data Modeler X
Data Interaction
Drag-and-drop creation of Dashboards, Mashboards and
Scorecards X X
Native HTML5 support X X
iPad, iPhone, Android, Blackberry, Windows Phone 7 X X
Native Microsoft Excel client for Reports and Plans X
Author Web Input forms using Microsoft Excel X
Analytics
Unique HTML5 in-memory data analytics X X
On-the-fly dashboard driven analytics X X
Microsoft Excel pivot table integration X X
Native iPad analytics client X X
Report Creation
User driven creation of interactive reports in-browser X X
Visual reporting - dashboards, scorecards, KPIs X X
Report creation natively in Microsoft Excel X
Add ad-hoc data directly to report X

19. Demo Highlights
Questions?
Resources?
jan.morath@dspanel.com
jennifer.r.howell@dspanel.com