Create a SharePoint List data connection (PerformancePoint Services)

  • Article

 

Applies to: SharePoint Server 2010 Enterprise

Data from a SharePoint list can be used as a data source in PerformancePoint Services. The data from the SharePoint lists can only be read by using PerformancePoint Services; any editing of the data must be done from SharePoint Server. You can connect to any kind of SharePoint list.

Note

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 2010 farm. If external data sources do not reside within the same domain, authentication to the external data sources will fail. For more information, see Planning considerations for services that access external data sources.

Create a SharePoint list data connection

In PerformancePoint Services, the security settings for data sources are stored in each data source. For SharePoint lists, you have the choice of having all users connect by using the Unattended Service Account or to authenticate using Per-User Identity. Per-User Identity requires Kerberos protocol.

Tip

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

Tip

Only the default list view is available as a data source or available as a fact or dimension for a KPI or filter. For example, if a column is hidden in the default view, it is not in the list preview of Dashboard Designer.

To create a data source connection to a SharePoint list

  1. Click the Create tab, and then click Data Source.

  2. In the Category pane of the Select a Data Source Template dialog box, click Tabular List and then click SharePoint list. Click OK.

  3. In the left navigation pane (workspace browser), type a name for your data source.

  4. In the center pane, click the Editor tab. In the Data Source Settings section, select the method on which to authenticate to the data source.

  5. In the Cache Lifetime drop-down list, type the refresh rate (in minutes) for the cache. Data from this data source will update at this interval.

  6. In the Connection Settings section, type the URL to the SharePoint site.

  7. In the SharePoint Site List drop-down, select a List collection.

  8. In the List drop-down list, select the desired SharePoint list from the collection.

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

Video demonstration

To view a demonstration of how to create a SharePoint list data connection in PerformancePoint Services, watch the following video.

Video: Create a SharePoint List data connection

Watch the video | To download a copy of the video, right-click the link, and then click Save Target As.