Performance Point Services (PPS)
Performance Point Services (PPS) is a performance management application where you define rich KPI and Score Card definitions to support monitoring. It includes comprehensive report types to support analysis and delivers interactive browser based dashboard all within the SharePoint. The picture below shows the key elements of PPS and how they are related.
Start by going to the Performance Point Content Library in SharePoint:
PPS comes with a Dashboard Designer tool:
See Data Connections:
Create new Scorecard:
Choose a template:
You are presented with a Wizard to create a KPI. You can import the KPIs from an excel workbook which is part of the Excel Reports Library in SharePoint.
Scorecard is created:
A KPI consists of 3 main things: Value, Goal & Status, Trend.
The Value of the KPI is got by using the formula: KPIValue(“Sales Performance”).
The threshold for the goals can be set as follows:
Likewise trends can be defined as below.
Once you save the dashboard, the KPI and the Scorecard will be visible in SharePoint
Back in the PPS Designer, note that the dimensions of the cube is visible which can be added to the Scorecard:
The Scorecard is updated with the new dimension
Analytic capabilities of PPS is handled by Reports:
Choose the report template:
Create the Report:
Next define a filter:
Choose the type of filter:
Select the Members for the Filter:
Select the dimension:
You can choose to display the filter as a List, Tree or Multi-Select and save the filter:
You can create an Excel Services Report:
Enter the Report Settings:
Note the Year Parameter that was defined on the Fiscal Date Hierarchy will show:
Now it is time to bring all of the above in a Dashboard; so start by creating a new Dashboard:
Drag and Drop the filter, Scorecard and Report on the dashboard. Filters can pass values to Scorecards and Reports and Scorecards can pass values to Reports. Reports can only consume from either scorecards or filters.
Drag and Drop the filter on the Scorecard and the report to make a connection between the items of the dashboard:
Connect the Scorecard to the Report by pass the Sales Person Name (just drag the Member Unique Name onto the Report to make the connection between items of the dashboard):
Finally Deploy to SharePoint:
Dashboard View in the SharePoint:
Note Selection of North America from the hierarchy in the Scorecard changes the Salespeople Report:
Note the ability to drill across dimensions:
You can choose other measures available in the cube:
See details behind aggregated numbers:
Note the details ability to export to Excel:
Create graphs and analyze the data in decomposition tree:
Note the decomposition tree. The Decomposition tree is rendered through Silverlight:
Excel can now be viewed directly within the browser with the help of Excel Services. The below Excel Sheet connects to Analysis Services:
Coming up next is Vision Services. I will write that in my next blog post.
Another great session from the TechEd 2011 by Peter Myers. You can find the slides here. I have taken the key learning from the presentation for my future reference.
SharePoint has become pervasive within an organization. How can we leverage the SharePoint BI application support and offload the task of publishing workbooks, diagrams and analytics to end users? SharePoint 2010 Business Intelligence Center makes it possible because it is no longer just a document repository but has rightfully designed to be the BI Portal for the organization. The best part I like about the Self Service BI with SharePoint 2010 is that end users can use their creativity and do web development without writing a single line of code or relying on IT!
Business Intelligence Center:
Create Web Parts easily:
Note all the categories of web parts that can be added to SharePoint 2010:
Connect the web part to a data source:
Add Filters to the Web Parts:
Provide the filter values that the end users could choose from:
Connect the filter to the Chart:
Since one web part feed to another, you must connect them and the end points will be made available as shown:
Filter is prompted to the end user as shown:
Chart Web Part:
SharePoint 2010 introduced Status List Web Parts for reporting Key Performance Indicators (KPIs). The data for the KPIs can be retrieved from SharePoint Lists, Excel Services, Analysis Services or just Fixed Values.
Excel Services supports the server-side calculations and browser based rendering of workbooks. This is extremely useful when users want to share the contents of the workbook with others in the organization in a more presentable, interactive format compared to plain attachments of files in a SharePoint or via Email. You can configure security within the workbook such that parts of the workbook are NOT visible to a group of users. Excel Services Promotes development of analytical solutions.Excel Web Access web part supports embedding workbook reports into Web Part Pages.
Data Connection Library: Data Connections need to be created or approved by the SharePoint 2010 Administrator.
Refer to the data connection library within Excel: end users don’t need to know where the cube resides or where the data comes from.
In Excel 2010 you can insert slicers within a workbook:
Formatting to see the Distribution of Values:
Filters in Excel can be embedded into a Web Part Page as a Filter Web Part:
Publish to SharePoint:
Set the Parameters before you Publish:
Publish it to the Excel Report Library:
The Excel Reports Library is rendered in Silverlight, also known as Silverlight Gallery:
Excel is opened within the browser and is fully interactive:
We can create Excel Web Access Web Part:
Select the workbook:
Select Excel Reports:
This will embed the report in a web part page:
You can add a date filter to the above web part:
Reference the ODC file to connect to Analysis Services:
Connect the Web Part Filter to the Parameter of the Excel Web Part:
Connecting the filter to the Time Dimension of an Analysis Services Cube cubes shows the hierarchy when you select the filter:
I will write about Performance Point Services in Part 2 of this blog post.