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Monitoring Server: exporting to Microsoft Office Excel

PerformancePoint Server 2007

Updated: 2009-04-30

End users who view dashboards can export data or data views from a dashboard to Excel. In Excel, users can either view the information or manipulate the data for further analysis.

System requirements

Exporting dashboard content to Excel requires that .NET Framework 3.0 is installed on the computer running Monitoring Server. This is the only server requirement.

WarningWarning:

An Unauthorized Access error may occur if the Users group permissions are set incorrectly in the %System Drive%:\Windows\Temp directory on SharePoint Server when a user tries to export a Dashboard component to Office Excel or Office PowerPoint from SharePoint Server. By default, the Users group has Read and Execute permissions for the %System Drive%:\Windows\Temp directory. Organizations commonly remove or restrict the User group rights for the Temp directory. The Users group must have Read & execute permissions to the Temp directory on SharePoint Server.

On client computers, the Excel file generated by Monitoring Server is in Open XML file format. Excel files in this format are stored with the new file extension .xlsx. The new file format can only be read by Office 2007 clients, or by Excel clients (Excel 2000, Excel 2002, and Excel 2003) that have installed the Microsoft Office Compatibility Pack for Word, Excel, and PowerPoint 2007 File Formats, which is available through the Microsoft Download Center.

Monitoring Server supports multiple report views. These views include: scorecard, analytical chart, analytical grid, strategy map, Reporting Services report, Excel Services Reports, pivot chart, pivot grid, Web report, and trend chart. The functionality used to export to Excel is only supported for some of these views, as shown in the following table.

Report view Export to Excel? Comment

Scorecard

yes

Analytical chart

yes

Analytical grid

yes

Strategy map

yes

Not by default

Reporting Services

yes

Using SQL Server Reporting Services to render to Excel

Excel Services

Pivot chart

yes

Pivot grid

Trend chart

yes

Web report

Enabling support for strategy maps

By default, the Report view strategy map is not enabled for exporting to Excel. Strategy maps can only be exported to Excel if the Monitoring Server computer is already set up to support strategy maps through Visio.

To enable support for strategy maps, you need to change the Web.config file for your SharePoint site.

The following is an excerpt from the Monitoring Server settings in the Web.config file:

<appSettings>

<add key="FeedCacheTime" value="300" />

<add key="FeedPageUrl" value="/_layouts/feed.aspx?" />

<add key="FeedXsl1" value="/Style Library/Xsl Style Sheets/Rss.xsl" />

<add key="ReportViewerMessages" value="Microsoft.SharePoint.Portal.Analytics.UI.ReportViewerMessages, Microsoft.SharePoint.Portal, Version=12.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" />

<add key="Bpm.ConnectionString" value="Data Source=localhost;Initial Catalog=PPSMonitoring;Integrated Security=True" />

<add key="Bpm.ConnectionPerUser" value="False" />

<add key="Bpm.ElementMemoryCacheTime" value="5" />

<add key="Bpm.EnableAnalyticQueryLogging" value="False" />

<add key="Bpm.UseASCustomData" value="False" />

<add key="Bpm.IndicatorImageCacheTime" value="10" />

<add key="Bpm.DataSourceQueryTimeout" value="300" />

<add key="ExportToExcelEnabledControls" value="PivotChart,SqlReport,TrendAnalysisChart,Scorecard,OLAPGrid,OLAPChart" />

The element that needs to be changed is ExportToExcelEnabledControls. To enable strategy maps, add StrategyMap to the element value.

Example:

value="PivotChart,SqlReport,TrendAnalysisChart,Scorecard,OLAPGrid,OLAPChart,StrategyMap" />.

Download this book

This topic is included in the following downloadable book for easier reading and printing:

See the full list of available books at Downloadable content for PerformancePoint Monitoring Server.

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