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Craig Utley

"Business Intelligence with Microsoft Office PerformancePoint Server 2007"


Submitting Plan Data
Submitting the plan data is the ultimate goal of PPS Planning system. This means
budget, forecast, or any other planning data is submitted to a centralized data store,
where users with appropriate permissions have real-time access to the plan data, and
can report on that single version of truth throughout the enterprise, along with actual
operational data from other systems. Submitting the plan data is done using the
PerformancePoint Add-in for Excel installed on the end users computers.
In the earlier section on Process Management under Planning Business Modeler
we discussed how assignment instances are created for the end business users.
We used the specific example of creating the assignment Budget 2008 for user
Contributor1. The PerformancePoint action pane is available when Contributor1
logs into the PPS Planning Server using the PerformancePoint Add-in for Excel.
To open an assignment, the user must select the Assignments pane by clicking on
the Assignment link towards the bottom of the action pane. The assignment pane
will then display a link for each active assignment assigned to the user. In the case
of the example used in this chapter, the link named Budget2008-1 is available for
Contributor1 as can be seen in the top left quadrant of Figure 7-40. The suffix -1 at
the end of the assignment name denotes that this is the first instance of the cycle.
This number then increments for subsequent cycles of the assignment.


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