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Creating Your First Performance Point Dashboard in SharePoint 2010

This guide, authored by BI/DW Consultant Michael Mei, offers insights into building your first Performance Point Dashboard in SharePoint 2010. Learn how to use the Dashboard Designer, working with Workspace files (.ddwx), and efficiently assemble dashboards with filters, scorecards, and reports. Understand the configuration of zones within your dashboard pages, allowing for tailored visualizations of Key Performance Indicators (KPIs). Enhance your Business Intelligence capabilities with practical tips and additional resources, including SQL Server updates and tutorial videos.

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Creating Your First Performance Point Dashboard in SharePoint 2010

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  1. Building your 1st Performance Point Dashboard in Sharepoint 2010 Michael Mei, MCITP-BI, MCTS-BI mmei@brightlightconsulting.com BI/DW Consultant Brightlight Consulting

  2. Contact Information • mmei@brightlightconsulting.com • Twitter: @BI_MichaelMei • bimichaelmei.wordpress.com

  3. PPS Elements Data Source Key Performance Indicator (KPI) Indicator Scorecard Report Filter Dashboard

  4. PPS Element Relationships

  5. Dashboard Designer • Click-once deployed Windows application for developing PPS elements • All item definitions are saved in a Workspace file and in SharePoint lists • -The Workspace file has an extension of .ddwx • Includes a ribbon with three tabs: • -Home, Edit, and Create • Presents three panes: • -Workspace Browser • -Design pane – used for designing items • -Details pane – used to report dependencies or to provide resources for the design of Scorecard, Report, and Dashboard elements

  6. Dashboard Element • Collection of pages that group related interactive scorecards and reports • Is the only item that is deployed to SharePoint • Dashboards are assembled from: • - Filters • - Scorecards • - Reports • Connections are defined between the assembled items to allow values to be sent and received

  7. Dashboard Configuration • Dashboard pages consist of zones • Zones can be configured: • - Name • - Size • - Orientation • Filters, Scorecards, and Reports are added to the zones • Connections and display conditions are configured between the items • Each page, when deployed, will produce a Web Part page in SharePoint

  8. Additional Resources • SQL Server 2008 R2 Update for Developers Training Kit • Business Intelligence Dashboards: Sales Solution • PerformancePoint Dashboard Designer videos • 2010 Information Worker Demonstration and Evaluation Virtual Machine • SharePoint 2010 on Windows 7, Windows Server 2008

  9. Contact Information • mmei@brightlightconsulting.com • Twitter: @BI_MichaelMei • bimichaelmei.wordpress.com

  10. About Me • BI/DW Consultant for Brightlight Consulting • MCITP-BI, MCTS-BI, MCSE, MCP+I, Project+ • 12+ year of IT Experience • Twitter: @BI_MichaelMei • Blog: bimichaelmei.wordpress.com

  11. Questions ?

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