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Wednesday, March 5, 2014

SharePoint 2010 create dashboard with SQL data source

PerformancePoint Services accesses external data sources by using a delegated windows identity. So, external data sources must resides with in the same domain as the SharePoint Server 2010 farm. If external data sources do not reside within the same domain, authentication to the external data sources will fail.

To create a SQL Server table data source connection
       1.       Launch Dashboard designer

2.       Click the Create tab, and then click Data Source

3.       In the Category pane of the select a Data Source Template dialog box, click Tabular List and then click SQL Server table. Click OK.

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

5.       In the center pane, Click the editor tab. In the Data Source Setting section, select the method by which to authenticate to the data source.

6.       In Refresh Interval, specify the duration (in minutes) before data is refreshed from the source.

7.       In the Connection Settings section, select the method by which to connect to the data source.
To use a standard connection:
       1. Select Use standard connection
       2. Type the full path for the server to which you want to connect.
        This populates the options in the database list.
       3. In the Database box, select a database name.

 To use a specific connection string:

1. Select Use the following connection.
2. Type a connection string with the full path of the server and database to which you want to connect.
3. In the Table drop-down list, select the specific table that you want to use.
    
     8.       Click Test Data Source to confirm that the connection is configured correctly.

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