This is part 2 of the 3 part blog series based on session by Peter Myers in TechEd 2011 . You can find the slides here. I have taken the key learning from the presentation for my future reference. For Part 1, go here
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.
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.
