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PerformancePoint Services 2010 Configuration

PerformancePoint Services 2010 Configuration. Installed as a Service Application with SharePoint 2010 No need for separate configuration with SP (needed in 2007) Go to Central Administration…Application Management…Manage Service Applications… PerformancePoint Service Application

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PerformancePoint Services 2010 Configuration

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  1. PerformancePoint Services 2010 Configuration • Installed as a Service Application with SharePoint 2010 • No need for separate configuration with SP (needed in 2007) • Go to Central Administration…Application Management…Manage Service Applications…PerformancePoint Service Application • Important configuration: Secure Store/Unattended Service Account

  2. PPS: What we’ll create in the end • Full list of PPS Dashboard pages

  3. PPS: What we’ll create in the end • The PPS Dashboard Designer

  4. PPS: First KPI Scorecard • Page 1: Basic KPI scorecard • 1 KPI, with filters on Geography and Date Hierarchy • KPI allows expansion for entire Product hierarchy • KPI shows goal/status for selected period, plus trend for 1 year ago

  5. PPS: First KPI Scorecard Filter Link Connection Dashboard zone web parts We can also filter on empty rows • There’s quite a bit going on “under the hood” • PPS provides “filter link connections” to drive the data content based on user filter selections • PPS also provides a dashboard zone interface on top of SharePoint web parts, to simply web page authoring

  6. PPS Page 1, Step 1: PPS: Create Site Collection • Go to http://sfmpbisql:38610 (Central Administration) • In Central Administration, go to “Create Site Collections” • Specify a Title, URL (using /sites/), and Template (we’ll use Enterprise….Business Intelligence Center) • Use the following notation for the site URL: class + initials (e.g. 2011I3KSG)

  7. PPS Page 1, Step 2: Go to new site collection • Go to the new site collection (also Add the new site collection as an Internet Explorer Favorite) • In the new site collection, go to the PerformancePoint Content Library • Then click “Add New Item”. This will launch the PPS Dashboard designer (which is actually an in-memory Windows Application)

  8. PPS Page 1, Step 3: Empty PPS Dashboard Designer • PPS Dashboard designer, where PPS content is created • In the dashboard designer, right-click on Data Connections to create a new Data Source

  9. PPS Page 1, Step 4: Creating a Data Source • Must create a data source to an OLAP database • You can create data sources to other physical databases, but PPS is “first and foremost” an OLAP tool • For now, we’re funneling all data access through the Unattended Service Account (which is SFDOMAIN\kgoff)

  10. PPS Page 1, Step 5: the KPI we’ll bring in • EXISTING KPI in the OLAP Database for AdventureWorks • KPI uses measures [Gross Profit Margin] and [Gross Profit Margin LY] • Uses Goal based on Category • Contains Trend to compare current period to Last Period

  11. PPS Page 1, Step 6: Create scorecard 1) RIGHT-CLICK and create a new scorecard 2) Select Analysis Services 3) Select OLAP DB 4) Import KPIs from OLAP 5) Select KPI

  12. PPS Page 1, Step 7: customize scorecard 1) Scorecard with KPI, we want to drag product Categories hierarchy into the ROWS (drag to the right of the Product Gross Profit Margin KPI) 2) Select All Products 3) Product Categories hierarchy now appears in scorecard

  13. PPS Page 1, Step 8: Customize scorecard 1) For the KPI goal, we want to change column heading, and while we want to show the Goal/Target, we don’t want to show variance. So right-click on “Goal and Status” option, and select “Metric Settings”, and make the following changes

  14. PPS Page 1, Step 9: Customize scorecard 1) For the KPI trend, we don’t want to show any numbers…just simply the indicator, without any data value or variance value. So right-click on “Trend” option, and select “Metric Settings”, and make the following changes 2) Right-click on row selector for KPI row, go to EDIT menu in upper left, to change fill color or font or other display attribute

  15. PPS Page 1, Step 10: Customize KPI display 1) Go to the KPI (in the Workspace browser), select the KPI value in the center of the screen, then click the Number Format link to format the KPI value as a %. (Also do this for the Goal and Status, to show as a percent) 2) Go to the KPI Goal and Status, then select “Set Scoring Pattern and Indicator” and follow default prompts to change the KPI indicator from a thermometer to more basic traffic/stop lights

  16. PPS Page 1, Step 11: Customize KPI display If you right-click on the KPI and save….and then go back to the Scorecard (in the workspace browser) and right-click and save – this will “refresh” the scorecard Note that the trend isn’t showing – remember that the MDX for the KPI trend uses the Profit Margin “last year”, and we don’t (yet) have a base date on which to go back a year

  17. PPS Page 1, Step 12: Dashboard page filters Need to create filters so that users can select Sales Territories and Time Periods Want user to be able to select from entire Sales territory Hierarchy Only want user to be able to select a Fiscal Year, Semester, Quarter, or Month….don’t want users selecting individual days Right-click in PerformancePoint Content and select New Filter….and create filters using MDX code

  18. PPS Page 1, Step 13: Dashboard page Need to create a dashboard and the first dashboard page Right-click in PerformancePoint Content and create a new Dashboard Select a Template (2 rows for this one) Initially the zones are even vertically. To make the top zone (for the filter) use as little vertical space as possible, right-click in the top zone, select Zone Settings In the Zone Settings dialog, go to the 2nd tab (size) and set the Height to 7%

  19. PPS Page 1, Step 14: Dashboard page links Need to drag scorecard and 2 filters into the appropriate dashboard sections (zones) Then must create filter links (filter connection) between the 2 filters and the scorecard In both instances, connect to the Scorecard Page, using Member UniqueName as the Source Value

  20. PPS Page 2: Analytic Grid and Chart • Filters on Product Hierarchy, Geography, and all Years except first and current • Analytic chart shows monthly sales as % of the product’s parent, both for selected year and prior year • Analytic grid shows all other products in the same category (product siblings), their % of parent, and % of parent for all related grandparent products • Note that in July, Sales for Road Bikes went up….but the % of Parent went down, because Touring Bikes were introduced in July • Helpful to spot trends in product category share, product cannibalization

  21. PPS Page 2: Analytic Grid and Chart Filter zone at the top. Note that we’ll use logic for each of the 3 filters. The Product Categories and Geography to City dropdowns will only include data where Sales exist. The Year dropdown will exclude the first year of data and the last year of data. So custom MDX will be used for the filters. Analytic Chart with dual-Y axis to show sales by month, and the sales as a % of the Product’s Parent. Show will demonstrate PPS capability to automatically generate dual Y-axis when it detects a measure with a whole dollar amount (sales) and a measure that’s a % (Pct of Parent). Siblings report to show breakdown of product siblings, as well as parent sales. The report will require some custom MDX.

  22. PPS Page 2, Step 1: Analytic Grid and Chart Since you might have closed the dashboard designer, we need to reload it Go back to your site collection, then go to the PerformancePoint Content library, and select the open dropdown for the dashboard. In the shortcut menu, select “Edit in Dashboard Designer”

  23. PPS Page 2, Step 2: Create the Analytic Chart In the Dashboard designer / Workspace browser, right-click on PerformancePoint content and select New…Report (even though we’re creating a chart) Select Analytic Chart from the Report Template selection Then select the data source (the AdventureWorks OLAP database)

  24. PPS Page 3, Step 2: Create the Analytic Chart Chart area allows us to drag/drop measures and dimensions Select the “Internet Sales” Measure group in the upper right, to only show measures and dimensions related to that Fact Table Drag the measures and dimensions into the corresponding areas, as show in this screen shot (Note that Product Categories Hierarchy does not appear in the list) Reason for Background: to “prepare” the chart for the fact that it will be filtered on Calendar Year, and some element from the Customer Geography hierarchy and Product Categories Hierarchy Note that chart automatically shows a dual Y-axis You can go to the Edit Menu in the upper left to set chart background color and default font Note that % of Parent calculations are showing as 100% - because there is no context (yet) of a Product Selection. That will change at runtime

  25. PPS Page 3, Step 3: Create the Analytic Grid In the Dashboard designer / Workspace browser, right-click on PerformancePoint content and select New…Report Select Analytic Grid from the Report Template selection Then select the data source (the AdventureWorks OLAP database)

  26. PPS Page 3, Step 3: Create the Analytic Grid • Product Siblings report requires custom MDX • Standard designer doesn’t support ability to use SIBLINGS • Must go to Query tab, and enter query • Note use of ASCENDANTS to grab the user’s product selection, and show all hierarchical parents • Note that we must now declare the “background” parameters manually • Use <<Parameter>> notatation, and then drag in the hierarchy/attribute that will eventually be used in the filter dropdowns • <<ProductSelection>> • <<CustomerGeoSelection>> • <<CalendarYearSelection>> • PPS designer will automatically insert parameters at the bottom, when you use the << >> notation in the MDX code

  27. PPS Page 3, Step 4: Create the 3 filters Dashboard Page requires 3 filters, all using MDX code Right-click in PerformancePoint Content and create 3 filters (one at a time), all using MDX The first should be called ProductCategoriesFilter, and the display method will be a Tree. Note that the MDX only shows items that have sales The second should be called CustomerToCityFilter, and the display method will be a Tree. Note that the MDX only shows items that have sales The third should be called CalendarYearsInTheMiddle, and the display method will be a List. Note that the MDX only shows Years “in the middle” (excludes the first year and last year)

  28. PPS Page 3, Step 5: Create the Dashboard page Go to the main dashboard and add a new page Select the template for 3 rows In the top zone, drag in the 3 filters we just created In the next zone down (the first of the two larger zones), drag in the Product Pct of Parent Chart In the bottom zone, drag in the Product Sibings Chart Then establish the filter connections (links), see next slide

  29. PPS Page 3, Step 6: Set Filter Connections Set a filter connection between the Calendar Years filter and the 2 Date Calendar Year endpoints in the Chart and Report, Set a filter connection between the Product Categories filter and the 2 Product Categories endpoints in the Chart and Report Set a filter connection between the Customer to City Filter and the 2 Customer Geography Endpoints in the Chart and Report

  30. PPS Page 4: Analytic Chart w/user options • Page 3: Employee (Salesman) Monthly Gross Profit Chart • Filters on all Years except first and current , also on Salesman • Allows user to select from multiple levels in an employee org chart • End user can drill down to other related business dimensions (see next slide)

  31. PPS Page 4: Analytic Chart w/user options • Page 3: Employee (Salesman) Monthly Gross Profit Chart (continued) • End user has several drill down capabilities • Can right-click on a plotted point for a salesman and drill down to other dimensions (e.g. Product Category) • Can also click on the legend on a supervisor and re-generate the chart for all child employees

  32. PPS Page 4 : Analytic Chart w/user options Note that employee filter will select all employees from Employee Org Chart Hierarchy that have reseller sales Also, we want the user to be able to select multiple employees: One issue: if we want to use this same filter on other dashboards, but only allow the user to pick a single employee, WE MUST BUILD A NEW FILTER! We can’t use the existing one and modify the selection rule! • Drag entire Employee hierarchy into the series – allows us to plot managers and employees • Also must prepare chart to be filtered on Calendar Year • Why place the Margin % into the Background? To keep the legend from repeating it as a series

  33. PPS Page 5: Analytic Chart w/decomposition tree • Page 4: Pie Chart Decomposition Chart • Analytic Chart showing Reseller sales by Year, Product Category and Country • Right-click option on any pie-slice for a decomposition graph that breaks down the selected year-Country-Product Category (next slide)

  34. PPS Page 5: Analytic Chart w/decomposition tree • Page 4: Pie Chart Decomposition Chart (continued) • Decomposition chart allows visual drilldown to any related dimension, based on the context of the original pie slice from the previous slide (e.g. Bikes for Canada in 2008) • We don’t need to do anything to make the decomposition chart available – it’s a new feature built into the PPS runtime engine. However, it’s not available when running 64-bit versions of Internet Explorer.

  35. PPS Page 6: Create KPI Manually Manual KPI created in PPS, Actual sales as a % of Target Goal • Page 5: Manual KPI • We can create dashboard scorecards with KPIs from SSAS, or we can create KPIs manually in PPS • Also note that scorecard shows the people who report to Amy (children in the Employee Hierarchy) in the columns axis, and dates underneath CY 2007 in the rows axis • The Manual KPI will define a ratio between the reseller sales (the “actual value”) and the reseller sales quota (the “Target value”)

  36. PPS Page 6, Step 1: Create KPI Manually • Right-click in the Dashboard designer on PerformancePoint Content and create a new KPI, as a Blank KPI

  37. PPS Page 6, Step 2: Define manual KPI • For the manual KPI, must first define the Actual number that we are evaluating (Reseller Sales, by Employee) • In the Actual row, select Data Mappings, and Change the Source to use the ADW OLAP DB, and then select the Measure ( [Reseller Sales Amount]) • Also set the Number Format to use Currency • The next step will be to define the target (the Reseller Sales Quota). The KPI will state the Actual value as a ratio/% of the Target.

  38. PPS Page 6, Step 2: Define Manual KPI • Next, must define the Target value, against which the Actual Value will be expressed (as a ratio/%) • In the Target row, select Data Mappings, and Change the Source to use the ADW OLAP DB, and then select the Measure ( [Sales Amount Quota]) • Also set the Number Format to use Currency

  39. PPS Page 6, Step 3: Set Status rule for KPI • Normally, a KPI from an OLAP cube would contain MDX code to define the display indicator • Because we’re building the KPI ourselves, we need to define ranges for Good, Bad, Warning.

  40. PPS Page 6, Step 4: Create Scorecard • Next, must create the new scorecard • This will be similar to creating the first KPI scorecard, except that we’ll select the manual KPI that we created in PPS, as opposed to selecting a KPI from an SSAS OLAP Cube

  41. PPS Page 6, Step 4: Create scorecard • Take the option to Select the KPI • Then select the Manual KPI at the bottom, and select NEXT, NEXT, and FINISH in the next 3 dialogs. • That will eventually create the KPI scorecard…we can then click the EDIT menu dropdown and set the fill color for the main KPI row to a different shade • Note that at runtime, the scorecard will show the hierarchical children of the employee selection along the COLUMNS axis of the scorecard, and the hierarchical children of the date selection along the ROWS axis • However, we don’t drag those dimensions into the scorecard = we’ll address it dynamically with MDX code

  42. PPS Page 6, Step 5: Create Filters • In a moment we’ll create 2 filters • The filters will prompt for the Employee Hierarchy, and the Calendar Hierarchy, but only down to the Quarter Level. • Remember that the KPI spans 2 fact tables (Reseller sales and Sales Targets). We can only use dimensions (and dimension attribute levels) that are common to both dimensions: • In this case, Calendar Quarter (and higher) and the Employee hierarchy

  43. PPS Page 6, Step 5: Dashboard page filters Need to create filters so that users can select Employees Hierarchy and Calendar Hierarchy (just down to quarter) Right-click in PerformancePoint Content and select New Filter….and create filters using MDX code

  44. PPS Page 6, Step 5: Dashboard page • Create a new dashboard page, with 2 rows…and set the height of the top row to 7% • From the Details on the right, Drag the 2 new filters (Employee Selections and Calendar to Quarter) to the top • From the Details on the right, Drag the new scorecard to the bottom

  45. PPS Page 6, Step 5: Set filter connections • Create a filter connection link between the Employee Filter and the scorecard • Scope the target of the filter link to the scorecard columns • Enter the MDX snippet, <<UniqueName>>, <<UniqueName>>.Children in the Connection Formula

  46. PPS Page 6, Step 5: Set filter connections • Create a filter connection link between the Calendar Quarter and the scorecard • Scope the target of the filter link to the scorecard rows • Enter the MDX snippet, <<UniqueName>>, <<UniqueName>>.Children in the Connection Formula

  47. PPS Page 7: KPI Hotlink scorecard Dashboard zone web parts • Page 7: KPI scorecard hotlink – user can click on a KPI and get a supporting analytic chart on the right, based on KPI and date selected • Filter on Date Hierarchy • Screenshot shows Top 10 cities by Reseller sales for Q4 2007 (user clicked the Channel Revenue KPI and the date of Q4 FY 2007. • Screenshot shows Top 10 cities by Internet sales for Q4 2007 (user clicked the Internet Revenue KPI and the date of Q4 FY 2007. • Notice how the 2 charts have a background color that matches the KPI • We will create the charts first, and then the KPI scorecard, and then “link them together”)

  48. PPS Page 7, Step 1: Named Sets for 2 Charts • What we’ll use for the 2 charts – 2 TOPCOUNT Named Sets to grab the top 10 cities based on Internet Sales and also on Reseller Sales

  49. PPS Page 7, Step 2: Create the Reseller Top 10 Cities Chart • Drag [Reseller Gross Profit Margin] and [Reseller Sales Amount] into the Series area (the two measures we want to plot) • Drag the named set [Top 10 Cities Reseller Data] into the bottom axis • Drag the [Date].[Fiscal] hierarchy into the background (to prepare the chart for a filter from the Date Fiscal Hierarchy) • Chart will automatically plot Profit Margin (%) on the secondary Y axis, as a line chart • Note the background color for the chart area is light tan – to match the background of the KPI for Reseller Sales Goal

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