Designing Dashboards and Scorecards using SharePoint PerformancePoint Services 2010 and SSAS – Part 2

Posted by: Pravinkumar Dabade , on 2/15/2011, in Category SharePoint
Views: 49660
Abstract: In the first part of this series Designing Dashboards and Scorecards using SharePoint PerformancePoint Services 2010 and SSAS – Part 1 we saw how to create a SharePoint Site and Scorecard with KPIs. In this article we are going to see how to create a Chart Report and a Grid Report using SQL Server Analysis Services (SSAS) data source.

In the first part of this series Designing Dashboards and Scorecards using SharePoint PerformancePoint Services 2010 and SSAS – Part 1 we saw how to create a SharePoint Site and Scorecard with KPIs. If you have not read the first part, I highly recommend you to go through it before continuing with this article.

In this article we are going to see how to create a Chart Report and a Grid Report using SQL Server Analysis Services data source.

Let’s create two reports to present our data in Chart as well as Grid format.

Chart Report

Step 1: Right click PerformancePoint Content > New > Report and choose ‘Analytic Chart’ from ‘Select a Report Template’ as shown below:

analytic chart template

Select a Data Source PDW which we created in the first article of this series. Rename your report as ‘PDW Chart Report’. The report view will look similar to the one shown below :

sharepoint new report

Now from the ‘Details’ window on your right hand side screen, drag and drop ‘Last 12 Cal Months Sales w/Sales’ from ‘Named Sets’ to the ‘Bottom Axis’ section of our Chart Report. Now drag and drop Product ‘Family’ from Product Dimension to the ‘Series’ section of our Chart Report as shown below:

sharepoint chart report

Now if you observe carefully, the report is showing all the products. But we have selected only three products. So let’s select our three products to show the Chart view. To do so, click on the drop arrow of Product Family and make a choice of our three products and ‘Update’ the report by going to the ‘Edit’ ribbon.

Now the last step is to render our chart report using Line Chart. For this, go to ‘Edit’ ribbon and click on ‘Line Chart’ from ‘Report Type’ as shown below:

line chart report type

That’s all. Your Chart Report is ready.

Grid Report

Now let’s create a Grid Report :

Step 2: Right click to PerformancePoint Content > New > Report and choose ‘Analytic Grid’ from ‘Select a Report Template’ as shown below:

analytic grid template

Select the same Data Source PDW which we created in the first article of this series. Rename your report to ‘PDW Grid Report’. The report view will look like this:

pdw demo report

Now from the ‘Details’ Window on your right hand side, drag and drop ‘Quarter’ from ‘Time Dimension’ to the ‘Columns’ section of our Grid Report. Now drag and drop ‘City’ from ‘Geography Dimension’ to the ‘Rows’ section and Product ‘Family’ from Product Dimension to the ‘Rows’ section of our Grid Report as shown below:

sharepoint grid report

Once you are done with the above step, now let’s modify our grid report as per our requirement. To do this, let’s follow the following steps:

1) Click the drop arrow of Time Calendar from Columns sections and then choose year 2006. From year 2006, let’s make a choice of Q1 and Q2 quarter.

2) Click the drop arrow of Product Family from Rows Section and choose our three products which we would like to add to our report.

Now, let’s go to ‘Edit’ ribbon and click on ‘Update’ button.

That’s all. Your Grid Report is ready.

Conclusion

In this article we have seen how to create Analytic Chart and Grid Report using SharePoint PerformancePoint Services Dashboard Designer Tool. For this demonstration we used Microsoft Multidimensional Data Source that is SQL Server Analysis Services (SSAS) Database.

Give a +1 to this article if you think it was well written. Thanks!
Recommended Articles
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


Page copy protected against web site content infringement by Copyscape


User Feedback
Comment posted by avinash on Friday, January 13, 2012 2:19 AM
This is very good to start Performance point services.
Comment posted by sarita patare on Thursday, October 4, 2012 1:16 AM
Hi ,
Gud article
I Want to know in detail how to add drill down into performance point charts
also how to use multiple charts like gauaages in performance point
Comment posted by Rohan Pawar on Monday, July 1, 2013 2:18 AM
It is very good.I won't to ask one question the Content is changed on the mane page when we create dashbord when we change in backed.There is any way to change content atomatically in backend?
Comment posted by Moon on Monday, February 17, 2014 4:54 AM
Hi
I have a problem when i drag and drop. I see only the bottom axis no matter what i put in the series. Please help
Comment posted by Rajanikanth on Sunday, February 23, 2014 10:56 PM
Hi....

IN SP performance Point services, I am only able select the datasource at first on report creation. how to change  report datasource.Please Help..
Comment posted by Palav Mahid on Tuesday, May 13, 2014 5:37 AM
If you don't want to use Performance Point, you can still do the same (or even better) data visualization with Nevron Chart for SharePoint:

https://www.nevron.com/products-sharepoint-chart-web-part-overview.aspx

Post your comment
Name:  
E-mail: (Will not be displayed)
Comment:
Insert Cancel