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Create a connection from Dashboard Designer to a SQL Server table by using PerformancePoint Services

Published: July 16, 2012

Summary: Learn how to set up a data connection from Dashboard Designer to a SQL Server table.

Applies to:  SharePoint Server 2013 

A SQL Server table or view can be used as a data source by PerformancePoint Services. Only tables and views can be used as SQL Server data sources. SQL database data cannot be modified from the Dashboard Designer.

Important Important:

PerformancePoint Services accesses external data sources by using a delegated Windows identity. Consequently, external data sources must reside within the same domain as the SharePoint Server 2013 farm. If external data sources do not reside within the same domain, authentication to the external data sources fails. For more information, see Planning considerations for services that access external data sources in Services architecture planning (SharePoint Server 2010).

In this article:

Create a SQL Server table data source connection

In PerformancePoint Services the security settings for data sources are stored in each data source. For SQL Server tables, you have the choice of three authentication options: using the Unattended Service Account, using credentials stored in a Secure Store target application, or by using Per-User Identity. Per-User Identity requires the Kerberos protocol.

Tip Tip:

We recommend that you select your authentication method before you specify your server connection.

To Create a SQL Server table data source connection

  1. Start 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 a name for your data source.

  5. In the center pane, click the Editor tab. In the Data Source Settings 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 list, select the specific table that you want to use.

  8. Click Test Data Source to confirm that the connection is configured correctly.

  9. In the Workspace Browser, right-click the data source, and then click Save.

    note Note:

    If the SQL Server table that you select for the data connection contains a date/time column, you might receive an error message that indicates that the data source has not been saved. This can occur even though the data source has indeed been saved. This is a known issue.

  10. From the Data Source Settings box, select one of the following Authentication methods:

    • Unattended Server Account   If you select this method, all users connect by using the Unattended Service Account that was defined for the PerformancePoint shared service when they access the data source.

    • Use a stored account   Enter the Application ID of a secure store target application. If you select this method, all users connect by using the credentials from the specified Secure Store target application when they access the data source.

    • Per-user identity   If you select this option, the current user's identity is used to access the data source. Per-User Identity requires the Kerberos protocol.

  11. Click Test Data Source to confirm your connection settings.

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