SharePoint Server 2013 and PerformancePoint Services Enhancements - Part 1

Posted by: Pravinkumar Dabade , on 3/13/2013, in Category SharePoint
Views: 41617
Abstract: In the article highlighting some enhancements in PerformancePoint Services for Sharepoint 2013, we will see the new themes introduced in SharePoint Server 2013 used by PerformancePoint Services dashboards and how you can create dashboards using the same themes which have been applied to your SharePoint site.

PerformancePoint Services in Sharepoint 2013 is a service that provides flexible tools to help you create rich dashboards, scorecards, and key performance indicators (KPIs) in web browsers, that can aggregate their content from multiple sources and help companies make important decisions.

We have covered PerformancePoint Services in Sharepoint 2010 in our previous articles.

Some new enhancements in PerformancePoint Services include Easier Dashboard Migration using Powershell commands, new Business Intelligence Center, Improved UI for Filter Enhancements & Filter Search,  Support for Analysis Services by using EffectiveUserName property, support of PerformancePoint on iPad using the Safari web browser and more.

In the first article of this series highlighting some enhancements in PerformancePoint Services for Sharepoint 2013, we will see the new themes introduced in SharePoint Server 2013 used by PerformancePoint Services dashboards and how you can create dashboards using the same themes which have been applied to our SharePoint site.

 

For this demonstration, I am using –

  • Windows Server 2012.
  • Microsoft SharePoint Server 2013.
  • Microsoft SQL Server Analysis Services 2012.

First of all, we will create a SharePoint site using a SharePoint template “Business Intelligence Center” as shown below –

create-sharepoint-site

Specify the user name and create the site. Once the site gets created, click on “Settings” icon and choose “Design Manager” as shown below –

design-manager

Now you can make a choice of the design as per your requirement by clicking on “Pick a pre-installed look”. I am choosing the “Sea Monster” theme.

It’s time to design the dashboard. For designing the dashboard, we need a dashboard designer. Earlier in SharePoint Server 2010, the dashboard designer was launched on a button click. But now the dashboard designer can be launched through the ribbon.

To launch the dashboard designer, click on “Settings” and “View Site Contents”. Once you reach the “Site Contents” page, click on the Dashboards library. Go to “PERFORMANCEPOINT” ribbon and click on “Dashboard Designer” as shown below –

dashboard-designer

This will launch the Dashboard Designer tool as shown below –

dashtool-contents

For this demonstration, I am using Analysis Services database which is “PDW” – “ProClarity Data Warehouse”.

So the first step is to create a “Data Connection”. Right click “Data Connections” and click on “New Data Source” context menu. This action will show you different types of data sources. Choose “Multidimensional” and “Analysis Services”. Click the “OK” button.

Now create a connection string by specifying appropriate Server Name, Database Name and Cube name as shown below –

create-data-source 

Rename the data source to “PDW”. Save the data source. Now let’s add a new report “Analytic Chart” report. Right click “PerformancePoint Contents”, New and Report. This will show you some different report templates as shown below –

analytic-report

As soon as you create an “Analytic Chart” report, the wizard prompts you for the data source you would like to use. Choose “PDW”. Click on “Finish” button. Rename the report as “PDW Chart Report”.

Now from the “Details” pane which is on our right hand side, drag and drop “Last 12 Cal Months w/Sales” into our “Bottom Axis” section and drag and drop “Family” from product dimension as shown below –

design-chart-report

Your chart report is ready!

Let’s add one more report which is the “Analytic Grid” report with the name “PDW Grid Report”. Drag and drop “Quarter” from time dimension into Columns and drag and drop “Geography City” and “Product Family” from Geography and Product dimensions respectively into Rows section as shown below –

design-grid-report

Your grid report is ready.

Creating a Dashboard and Deploying it

It’s time to create a Dashboard and deploy the same to our SharePoint site. To create a Dashboard, right click “PerformancePoint Contents” and click on “Dashboard”. Choose the “2 Rows” dashboard page template. Rename your dashboard to “PDW Dashboard”. Also rename Page to “PDW Chart and Grid Report”.

Now from the “Details” pane, expand “Reports” and then PerformancePoint Contents. Drag and drop “PDW Chart Report” into our first row and “PDW Grid Report” into our second row. Save the dashboard and deploy it to our SharePoint site. To deploy the dashboard to SharePoint site, right click the “PDW Dashboard” and click on “Deploy to SharePoint”. You will be prompted for the master page settings. Use the “Default Site Master Page” and click “OK” button.

Your final report will look like the following –

sharepoint-performance-report

If you see your report, now it appears in the same “Theme” which you have applied to your SharePoint site.

Conclusion

In this article, we have seen how PerformancePoint Services Dashboard in SharePoint 2013 makes uses of the same themes which we have applied to our SharePoint site.

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Author
Pravinkumar, works as a freelance trainer and consultant on Microsoft Technologies. He is having over 10 years of experience in IT and is also a Microsoft Certified Trainer(MCT). He has conducted various corporate trainings on all versions of .NET Technologies including .NET, SharePoint Server, Microsoft SQL Server, Silverlight, ASP.NET, Microsoft PerformancePoint Server 2007 (Monitoring). He is passionate about learning new technologies from Microsoft. You can contact Pravinkumar at dabade[dot]pravinkumar [attherate] gmail[dot]com


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Feedback - Leave us some adulation, criticism and everything in between!
Comment posted by Vivek on Monday, March 10, 2014 4:57 AM
Hi Pravin, Thank you for this excellent article! I am working on providing my users with an ad-hoc reporting feature using PerformancePoint Services on our SP 2013 farm. Our users should be able to drag-and-drop individual columns and filter conditions and be able to generate charts. Based on the approach mentioned in your post, this seems to be possible. Can you please provide information on a few questions

1. Is it possible to have aggregate functions available as part of report data?
2. What is the minimum required SharePoint permissions and SQL permissions for using the dashboard designer and being able to publish a report on the user interface? I am asking this because, if an end user requires site administrator privileges to carry out this function, we probably will not be in position to provide that.
3. How does this approach compare to using SSRS for reporting purposes? Please share your view.

Thanks!
Vivek
Comment posted by Hari on Thursday, April 16, 2015 5:05 AM
Its an awesome artical & its give very usefull help to me....)

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