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Wednesday, March 5, 2014

Create dashboard with list in SharePoint 2010

 I will add the steps to create a Dashboard with SharePoint List as a Data source

 Important things to remember –

1. The data from the SharePoint lists can only be read by using PerformancePoint Services; any editing of the data must be done from SharePoint Server.

2. You can connect to any kind of SharePoint list.

Steps to create a SharePoint list data source are:

1.       Right-Click the Data Connections folder in the Workspace Browser, and then select New Data Source.

2.       In the Category pane of the Select a Data Source Template dialog box, click Tabular List and then click SharePoint list. Click OK.

3.       In the left navigation pane (workspace browser), type a name for your data source.

4.       In the center pane, click the Editor tab. In the Data Source Settings section, select the method on which to authenticate to the data source. 

5.       In the Cache Lifetime drop-down list, type the refresh rate (in minutes) for the cache. Data from this data source will update at this interval. 

6.       In the Connection Settings section, type the URL to the SharePoint site. 

7.       In the SharePoint Site List drop-down, select a List collection. 

8.       In the List drop-down list, select the desired SharePoint list from the collection. 

9.       Click Test Data Source to confirm that the connection is configured correctly.

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