PerformancePoint 2010 Crash Course Links>>SharePoint 2010 and 2013

Below are some of the most helpful PerformancePoint 2010 links I've found.

 

Create a PerformancePoint Services service application (SharePoint Server 2010)

http://technet.microsoft.com/en-us/library/ee748644.aspx

Plan, design, and implement a PerformancePoint dashboard

http://technet.microsoft.com/en-us/library/gg410945.aspx

Create a Corporate Sales dashboard with PerformancePoint Services in SharePoint Server 2010

http://blogs.technet.com/b/tothesharepoint/archive/2010/06/30/create-a-corporate-sales-dashboard-with-performancepoint-2010.aspx

Hands On Lab: Building Your First Dashboard with SharePoint 2010 PerformancePoint Services

http://msdn.microsoft.com/en-us/gg192774

Make custom master pages available to deployment settings

http://technet.microsoft.com/en-us/library/hh127349.aspx

Styling the PerformancePoint 2010 Dashboard Output

http://blogs.msdn.com/b/cliffgreen/archive/2010/10/07/styling-the-performancepoint-2010-dashboard-output.aspx

Business Intelligence Dashboards: Sales Solution

http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=22341

Demo Web Dashboard - close to real time analytics of this internet site

 

Viewing reports and scorecards on Apple iPad devices

http://technet.microsoft.com/en-us/library/hh697482.aspx

 

Binding a PerformancePoint Dashboard …without a cube?

http://gnetgroup.wordpress.com/2011/11/03/building-a-performancepoint-dashboard-without-a-cube/

Using two data sources in a single PerformancePoint KPI/scorecard

http://stackoverflow.com/questions/3605706/using-two-data-sources-in-a-single-performancepoint-kpi-scorecard

Using Performance Point to combine SSAS actuals and Sharepoint targets

http://www.bidn.com/blogs/MarkGStacey/bidn-blog/1737/using-performance-point-to-combine-ssas-actuals-and-sharepoint-targets

Import PerformancePoint Dashboard 2010 content from a SharePoint Server 2010 server, site, or list

http://technet.microsoft.com/en-us/library/ee661744.aspx

Adding hyperlinks to Scorecards

http://technet.microsoft.com/en-us/library/gg185659.aspx

It appears that Excel Services data sources can only be used for KPIs and scorecards. Here’s a step by step demo:

http://blogs.msdn.com/b/performancepoint/archive/2011/10/14/intro-to-excel-services-data-sources.aspx

How to create an Excel Services Data Connection: http://technet.microsoft.com/en-us/library/ff191193.aspx

 

virtual labs to begin learning about SharePoint 2010
http://www.the14folder.com/2010/07/27/sharepoint-2010-virtual-labs/

 

Best practices (SharePoint Server 2010)

http://technet.microsoft.com/en-us/library/cc850682(office.14)

Performance Point Services - SharePoint 2010

http://venkatpolepalli.blogspot.in/2014/02/what-is-sharepoint-performance-point.html

http://venkatpolepalli.blogspot.in/2014/03/creating-dashboard-in-sharepoint-2010.html

http://venkatpolepalli.blogspot.in/2014/03/what-are-features-of-performancepoint.html

http://venkatpolepalli.blogspot.in/2014/03/prerequites-for-creating-dashboards.html

http://venkatpolepalli.blogspot.in/2014/03/configure-unattended-service-account.html

http://venkatpolepalli.blogspot.in/2014/02/performancepoint-services-architecture.html

http://venkatpolepalli.blogspot.in/2014/03/create-tabular-data-scorecard-by-using.html

http://venkatpolepalli.blogspot.in/2014/03/create-scorecard-in-dashboard-designer.html

http://venkatpolepalli.blogspot.in/2014/03/create-kpi-in-performancepoint.html

http://venkatpolepalli.blogspot.in/2014/03/create-excel-services-data-connection.html

http://venkatpolepalli.blogspot.in/2014/03/sharepoint-performancepoint-services-my.html

http://venkatpolepalli.blogspot.in/2014/02/overview-of-performancepoint-reports.html

http://venkatpolepalli.blogspot.in/2014/02/sponsored-create-sharepoint-dashboards.html

http://venkatpolepalli.blogspot.in/2014/03/create-dashboard-with-list-in.html

http://venkatpolepalli.blogspot.in/2014/03/sharepoint-2010-create-dashboard-with.html

http://venkatpolepalli.blogspot.in/2014/03/datasources-for-creating-dashboards-in.html

http://venkatpolepalli.blogspot.in/2014/03/performancepoint-services-issues.html
 

 

Prerequites for creating dashboards

1. Activate the SharePoint Server Publishing Infrastructure feature. PerformancePoint Services uses this feature to perform dashboard publishing.

2. Activate PerformancePoint Services Site Collection Features feature. This feature adds PerformancePoint content types and a Business Intelligence Center site template.

3. Activate the SharePoint Server Enterprise Site Collection Features feature. This feature enables Excel Services, Visio Services, and Access Services, included in the SharePoint Server Enterprise License.

4. Create a new Business Intelligence Center site by clicking Site Actions ➪ New Site, and then choose Business Intelligence template.

5. Create an Unattended Service Account.

What are the Features of PerformancePoint Services

ü  With PerformancePoint Services, the dashboards and dashboard items are stored and secured within SharePoint lists and libraries, providing you with a single security and repository framework. The new architecture also takes advantage of SharePoint Server scalability, collaboration, backup and recovery, and disaster recovery capabilities.

ü  The Decomposition Tree is a new visualization report type available in PerformancePoint Services. You can use it to quickly and visually break down higher-level data values from a multi-dimensional data set to understand the driving forces behind those values. The Decomposition Tree is available in scorecards and analytic reports and ultimately in dashboards.

ü  You can access more detailed business information with improved scorecards. Scorecards have been enhanced to make it easy for you to drill down and quickly access more detailed information. PerformancePoint scorecards also offer more flexible layout options, dynamic hierarchies, and calculated KPI features.

ü  Better Time Intelligence filtering capabilities that you can use to create and use dynamic time filters that are always up to date. Other improved filters improve the ability for dashboard users to quickly focus in on information that is most relevant.

ü  Ability to include and link PerformancePoint Services Web Parts together with other PerformancePoint Services Web parts on the same page.

ü  Easier to author and publish dashboard items by using Dashboard Designer.

ü  The KPI Details report is a new report type that displays contextually relevant information about KPIs, metrics, rows, columns, and cells within a scorecard. The KPI Details report works as a Web part that links to a scorecard or individual KPI to show relevant metadata to the end user in SharePoint Server.

ü  Create analytics reports to better understand underlying business forces behind the results. Analytic reports have been enhanced to support value filtering, new chart types, and server-based conditional formatting.

What is PerformancePoint Dashboard Designer?

PerformancePoint Dashboard Designer is the design tool you will use to build key performance indicators (KPIs), indicators, scorecards, reports, filters, data sources, and dashboards. It also enables you to deploy your finished dashboards to SharePoint.

Creating a dashboard in SharePoint 2010

To create dashboard in SharePoint 2010, you would use the newly integrated part of the SharePoint Server 2010 Enterprise called PerformancePoint. PerformancePoint Services is a performance management service that you can use to monitor and analysis your business. PerformancePoint Services enables you to create rich, context-driven dashboards that aggregate data and content to provide a complete view of how your business is performing at all levels.

When do you use PerformancePoint Services?

ü  When you want to use Context-driven Dashboards across system.

ü  You need Transparency & accountability.

ü  You need to Create KPI from different sources.

ü  You use Performance Point Services when you need Multi-dimensional analysis for root cause.

What will PerformancePoint give me?

It provides you with flexible and easy-to-use tools for building Key Performance Indicators (KPIs), Scorecards, Analytic Charts and Grids, Reports, Filters and Dashboards.

Each of these components are unique to PerformancePoint Services and provide functionality that interacts with a server component that handles the hard parts like data connectivity and security.

What is PerformancePoint Service application?

As you know that In SharePoint Server 2010 services are no longer contained within a Shared Service Provider (SSP) instead you can create a service application for each service and can share them with various existing web applications. To understand better, PerformancePoint Services will be one of the Service that will stay in the application server with a database something like “PerformancePoint Services Service database” in the Sql server box.

What is Secure Store Service?
This service application stores the password for the PerformancePoint Services unattended account.

Create a tabular data scorecard by using Dashboard Designer

When you use PerformancePoint Dashboard Designer to create a scorecard, you can use a wizard to guide you through the process. You begin by selecting a template. The template that you select typically corresponds to the data source for at least one key performance indicator (KPI) in the scorecard. This article describes how to create a PerformancePoint scorecard by using one of the following scorecard templates:

ü  The Excel Services template

ü  The Excel Workbook template

ü  The SharePoint List template

ü  The SQL Server Table template

The above templates are corresponding to Tabular data sources that are available in Dashboard Designer.

To create a scorecard by using a tabular data source

1.       In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.

2.       On the Create tab, in the Dashboard Items group, click Scorecard. The Select a Scorecard Template dialog box opens.

3.       In the Select a Scorecard Template dialog box, in the Category section, click Tabular.

4.       In the Template section, select one of the following tabular data sources:

1.       Excel Services

2.       Excel Workbook

3.       SharePoint List

4.       SQL Server Table

5.       Click OK to close the Select a Scorecard Template dialog box.

6.       In the Select a Data Source page, select the tabular data source that you want to use, and then click Next.

For Example, if you selected the Excel Services template, select the Excel Services data source that you want to use.

Create an Excel Services data connection by using PerformancePoint Services

7.       In the Select KPIs to Import page, you can either create KPIs that are based on measures in the data source that you selected or select existing KPIs. Depending on which option you choose, use one of the procedures in the following table.

 

 

 

8.       (This is optional.) On the Add Measure Filters page, you can add measure filters to the KPIs that you have selected or created. You use measure filters to restrict the information that you display in your scorecard. For example, suppose that you are creating a scorecard to show sales for some, but not all, geographical regions of an organization. You can use measure filters to select just the geographical regions that are of interest. You can also add time filters to show information for a particular time period, such as for the last six months or year to date.

To add measure filters

a.       Select the Add measure filters check box to enable the Select Dimension button.

b.      In the Select a dimension for measure filters section, click Select Dimension.

Select the dimension that you want to use, and then click OK to close the Select Dimension dialog box.

The Select Members buttons are enabled.

There are two Select Members buttons: one for actual values in the KPI, and one for target values.

c.       In the Select a dimension for actual measure filter section, click Select Members.

d.      In the Select Members dialog box, view the list of members that are in the dimension.

Select the items that you want to include in your filter, and then click OK to close the Select Members dialog box.

e.      In the Select a dimension for target measure filter section, click Select Members.

f.        In the Select Members dialog box, view the list of members that are in the dimension.

Select the items that you want to include in your filter, and then click OK to close the Select Members dialog box.

To add time filters (this is optional)

a.       In the Enter a formula for actual measure filter box, type a Time Intelligence formula.

b.      In the Enter a formula for target measure filter box, type a Time Intelligence formula. 

9.       In the Add Measure Filters box, click Next.

10.       (This is optional.) On the Add Member Columns page, you can add dimension members in columns in the scorecard.

To add column members

1.       In the Add Member Columns dialog box, select the Add column members check box to enable the Select Dimension button.

2.       Click Select Dimension to open the Select Dimension dialog box.

Select the dimension that you want to use, and then click OK to close the Select Dimension dialog box.

The Select Members button is enabled.

3.       Click Select Members to open the Select Members dialog box.

4.       In the Select Members dialog box, view the list of members that are in the dimension.

Select the items that you want to include as column members in your scorecard, and then click OK to close the Select Members dialog box.

11.       In the Add Member Columns box, click Next.

If Next is not available, then click Finish and proceed to Step 13.

12.       On the Locations page, use the Create KPIs in list to specify a location where you want any KPIs that you created or imported to be saved, and then click Finish.

The scorecard opens for editing.

13.       In the center pane, click the Properties tab.

14.       In the Name box, type the name that you want to use for the scorecard.

15.       (This step is optional.) To specify a location for the scorecard, click the Display Folder button, and then select or create a folder.

16.       In the Workspace Browser, right-click the scorecard, and then click Save.

 

Sources: Microsoft