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Create a baseline PerformancePoint dashboard to use with custom extensions scenarios

SharePoint 2010
 

Applies to: SharePoint Server 2010 Enterprise

Topic Last Modified: 2011-05-31

This article describes how to create a baseline dashboard in PerformancePoint Services in Microsoft SharePoint Server 2010 that you can use to apply custom extensions. Our example dashboard contains a scorecard and several reports in a single page, as shown in the following image.

Inventory dashboard

In this article:

To install and open Dashboard Designer
  1. Using your Web browser, open the Business Intelligence Center.

    tipTip
    The Web site address (URL) to the Business Intelligence Center typically takes the form http://<sharepointservername>/sites/BICenter.
  2. In the Business Intelligence Center, click a section, such as Monitor Key Performance, Build and Share Reports, or Create Dashboards.

    More information about each area is displayed in the center pane.

  3. In the center of the screen, click a Start using PerformancePoint Services link.

    The PerformancePoint site template opens.

  4. Click Run Dashboard Designer.

After you have opened Dashboard Designer at least one time, you can open it from the Start menu on your computer. To do that, click Start, and then click All Programs. Locate SharePoint, and then click PerformancePoint Dashboard Designer. Or, you can continue to open Dashboard Designer from the Business Intelligence Center.

This section describes how to create our example dashboard, which contains a scorecard and three reports. To create our example dashboard, we use the following process:

  1. Create an Analysis Services data source

  2. Create a scorecard

  3. Create reports

  4. Create and assemble a dashboard page

  5. Publish the dashboard

For our example dashboard, we use an SQL Server Analysis Services data source.

noteNote
The sample database that we use is named the Microsoft Contoso BI Demo Dataset for Retail Industry, which is available on the Microsoft Download Center. For more information, see Microsoft Contoso BI Demo Dataset for Retail Industry.
To create the Inventory data source
  1. In Dashboard Designer, in the Workspace Browser, click Data Connections.

  2. On the Create tab, in the Dashboard Items group, click Data Source.

  3. In the Select a Data Source Template dialog box, select Analysis Services, and then click OK.

  4. In the center pane, on the Editor tab, in the Connection Settings section, specify the following settings:

    1. In the Server box, type the name of the server that contains the Analysis Services database.

      For example, we use litware-sql.

    2. Use the Database list to select Contoso Retail DW.

    3. Use the Cube list to select Inventory.

  5. In the Data Source Settings section, keep the default selections, and then click Test Data Source.

    tipTip
    If the Test Data Source button is not enabled, click in the Refresh Interval box to enable it.
  6. If the Test Connection dialog box indicates that the connection is successful, click Close. If the Test Connection dialog box indicates that the connection failed make sure that your environment is configured correctly and then repeat this procedure from Step 4.

  7. In the center pane, click the Properties tab. Then, in the Name box, type Contoso Retail DW Inventory.

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

Now that the data source is set up, we can use it to create a scorecard and some reports for the dashboard.

Our example dashboard includes a scorecard to track inventory rotation and resembles the following image.

Inventory Rotation scorecard

The scorecard contains the following four key performance indicators (KPIs):

  • Inventory on Hand Quantity

  • Inventory on Order Quantity

  • Inventory Days in Stock

  • Inventory Stock vs. Demand

Each KPI shows performance for a particular inventory control method. Use the following procedures to create each KPI, one at a time.

To create the Inventory on Hand Quantity KPI
  1. In the Workspace Browser, click PerformancePoint Content.

  2. On the Create tab in the ribbon, click KPI.

    The Select a KPI Template dialog box opens.

  3. Select Blank KPI, and then click OK.

    The KPI opens for editing.

  4. In the center pane, on the Editor tab, in the Data Mappings column for the Actual value row, click the hypertext that says 1 (Fixed Values).

    The Fixed Values Data Source Mapping dialog box opens.

  5. Click Change Source to open the Select a Data Source dialog box.

  6. Select the Contoso Retail DW Inventory data source, and then click OK.

  7. In the Dimensional Data Source Mapping dialog box, use the Select a measure list to select the Inventory On Hand Quantity measure.

  8. Click OK to close the Dimensional Data Source Mapping dialog box.

  9. In the center pane, in the Data Mappings column for the Target value row, click the hypertext that says 1 (Fixed Values).

  10. In the Fixed Values Data Source Mapping dialog box, in the Value box, type 55500, and then click OK.

  11. Configure number formatting for the KPI follow these steps:

    1. In the center pane, in the Number Format column for the Actual value, click the hypertext that says (Default) to open the Format Numbers dialog box.

    2. Use the Format list to select Number.

    3. In the Decimals box, type 0.

    4. Click OK to close the Format Numbers dialog box.

    5. Repeat for the Target value.

  12. In the center pane, click the Properties tab, and specify the following settings:

    • In the Name box, type Inventory On Hand Quantity.

    • In the Person Responsible box, type John Woods.

  13. In the Workspace Browser, right-click the KPI, and then click Save.

Next, we create the Inventory on Order Quantity KPI.

To create the Inventory on Order Quantity KPI
  1. On the Create tab in the ribbon, click KPI.

    The Select a KPI Template dialog box opens.

  2. Select Blank KPI, and then click OK.

    The KPI opens for editing.

  3. In the center pane, on the Editor tab, in the Data Mappings column for the Actual value row, click the hypertext that says 1 (Fixed Values).

    The Fixed Values Data Source Mapping dialog box opens.

  4. Click Change Source to open the Select a Data Source dialog box.

  5. Select the Contoso Retail DW Inventory data source, and then click OK.

  6. In the Dimensional Data Source Mapping dialog box, use the Select a measure list to select the Inventory on Order Quantity measure.

  7. Click OK to close the Dimensional Data Source Mapping dialog box.

  8. In the center pane, in the Data Mappings column for the Target value row, click the hypertext that says 1 (Fixed Values).

  9. In the Fixed Values Data Source Mapping dialog box, in the Value box, type 19500, and then click OK.

  10. Configure number formatting for the KPI follow these steps:

    1. In the center pane, in the Number Format column for the Actual value, click the hypertext that says (Default) to open the Format Numbers dialog box.

    2. Use the Format list to select Number.

    3. In the Decimals box, type 0.

    4. Click OK to close the Format Numbers dialog box.

    5. Repeat for the Target value.

  11. In the center pane, click the Properties tab, and specify the following settings:

    • In the Name box, type Inventory on Order Quantity.

    • In the Person Responsible box, type Susan Burk.

  12. In the Workspace Browser, right-click the KPI, and then click Save.

Next, we create the Inventory Days in Stock KPI.

To create the Inventory Days in Stock KPI
  1. On the Create tab in the ribbon, click KPI.

  2. The Select a KPI Template dialog box opens.

  3. Select Blank KPI, and then click OK.

    The KPI opens for editing.

  4. In the center pane, on the Editor tab, in the Data Mappings column for the Actual value row, click the hypertext that says 1 (Fixed Values).

    The Fixed Values Data Source Mapping dialog box opens.

  5. In the Fixed Values Data Source Mapping dialog box, in the Value box, type 105, and then click OK.

  6. In the center pane, in the Data Mappings column for the Target value row, click the hypertext that says 1 (Fixed Values).

  7. In the Fixed Values Data Source Mapping dialog box, in the Value box, type 90, and then click OK.

  8. In the center pane, click the Properties tab, and specify the following settings:

    • In the Name box, type Inventory Days in Stock.

    • In the Person Responsible box, type Cindy White.

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

Next, we create the Inventory Stock vs. Demand KPI.

To create the Inventory Stock vs. Demand KPI
  1. On the Create tab in the ribbon, click KPI.

  2. The Select a KPI Template dialog box opens.

  3. Select Blank KPI, and then click OK.

    The KPI opens for editing.

  4. In the center pane, on the Editor tab, in the Data Mappings column for the Actual value row, click the hypertext that says 1 (Fixed Values).

    The Fixed Values Data Source Mapping dialog box opens.

  5. In the Fixed Values Data Source Mapping dialog box, in the Value box, type 25.5, and then click OK.

  6. In the center pane, in the Data Mappings column for the Target value row, click the hypertext that says 1 (Fixed Values).

    The Fixed Values Data Source Mapping dialog box opens.

  7. In the Fixed Values Data Source Mapping dialog box, in the Value box, type 33.0, and then click OK.

  8. Configure number formatting for the KPI follow these steps:

    1. In the center pane, in the Number Format column for the Actual value, click the hypertext that says (Default) to open the Format Numbers dialog box.

    2. Use the Format list to select Number.

    3. In the Decimals box, type 1.

    4. Click OK to close the Format Numbers dialog box.

    5. Repeat for the Target value.

  9. In the center pane, click the Properties tab, and specify the following settings:

    • In the Name box, type Inventory Stock vs. Demand.

    • In the Person Responsible box, type David Hamilton.

  10. In the Workspace Browser, right-click the KPI, and then click Save.

Now that we have created our four KPIs, the next step is to create the scorecard and add those four KPIs to it. We will name this scorecard “Inventory Rotation.”

To create the Inventory Rotation scorecard
  1. On the Create tab in the ribbon, click Scorecard.

    The Select a Scorecard Template dialog box opens.

  2. In the Category pane, click Standard, and in the Template pane, select Blank Scorecard. Then click OK.

    The scorecard opens for editing in the workspace.

  3. In the Details pane, expand KPIs, and then expand PerformancePoint Content.

    Notice the four KPIs that you created earlier.

  4. From the Details pane, drag the Inventory On Hand Quantity KPI to the Drop items here box that is located on the left side of the center pane.

    The scorecard updates to display that KPI as a row in the scorecard.

  5. From the Details pane, drag the Inventory On Order Quantity KPI to the scorecard, positioning it under the Inventory On Hand Quantity KPI.The scorecard now displays two rows.

  6. From the Details pane, drag the Inventory Days In Stock KPI to the scorecard, positioning it under the Inventory On Order Quantity KPI.

  7. From the Details pane, drag the Inventory Stock Vs Demand KPI to the scorecard, positioning it under the Inventory Days In Stock KPI.

  8. In the center pane, click the Properties tab.

  9. In the Name box, type Inventory Rotation.

  10. In the Workspace Browser, right-click the KPI, and then click Save.

Now that we have created the Inventory Rotation scorecard, the next step is to create additional reports for the dashboard.

In this section, we describe how to create additional reports for the dashboard.

Most dashboards contain multiple items to display various views on the same page. For our example dashboard, we will create the following three reports:

  • A pie chart that shows the approximate portions of inventory on order compared to inventory available. We will name this report “Inventory (On Hand and On Order).”

  • A line chart that shows inventory on order and inventory available amounts for 2007, 2008, and 2009. We will name this report, “Inventory (Over Three Years).”

  • A KPI Details report that provides additional information about scorecard values. We will name this report, “KPI Details.”

First, we create the Inventory (On Hand and On Order) pie chart, which resembles the following image.

Analytic pie chart showing inventory To create the Inventory (On Hand and On Order) pie chart
  1. In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.

  2. In the ribbon, on the Create tab, in the Reports group, click Analytic Chart.

    The Create an Analytic Chart Report wizard opens.

  3. In the Select a Data Source window, select the Contoso Retail DW Inventory data source.

  4. Click Finish.

    The analytic chart opens for editing in the center pane of the workspace.

  5. In the center pane, click the Design tab.

  6. In the Details pane, expand Measures.

  7. From the Details pane, drag Inventory On Hand Quantity to the Series section.

  8. From the Details pane, drag Inventory On Order Quantity to the Series section.

  9. In the Details pane, expand Dimensions, and then expand the Store dimension.

  10. From the Details pane, drag Geographical Hierarchy to the Bottom Axis section.

    The analytic chart updates to display information.

  11. In the ribbon, on the Edit tab, in the View group, click Report Type, and then click Pie Chart.

    The bar chart changes to a pie chart.

  12. In the center pane, click the Properties tab.

  13. In the Name box, type Inventory (On Hand and On Order).

  14. In the Workspace Browser, right-click the report, and then click Save.

Next, we create the Inventory (Over Three Years) line chart, which resembles the following image.

Analytic line chart showing inventory To create the Inventory (Over Three Years) line chart
  1. In the ribbon, on the Create tab, in the Reports group, click Analytic Chart.

    The Create an Analytic Chart Report wizard opens.

  2. In the Select a Data Source window, select the Contoso Retail DW Inventory data source.

  3. Click Finish.

    The analytic chart opens for editing in the center pane of the workspace.

  4. In the center pane, click the Design tab.

  5. In the Details pane, expand Measures.

  6. From the Details pane, drag Inventory On Hand Quantity to the Series section.

  7. From the Details pane, drag Inventory On Order Quantity to the Series section.

  8. In the Details pane, expand Dimensions, and then expand the Date dimension.

  9. From the Details pane, drag Calendar YQMD to the Bottom Axis section.

    The analytic chart updates to display information.

  10. In the Bottom Axis section, click the down arrow for the Date Calendar YQMD dimension hierarchy to open the Select Members dialog box.

  11. Using the Select Members dialog box, take the following steps:

    1. Clear the Default Member (All) selection.

    2. Expand the All member.

    3. Select Year 2007, Year 2008, and Year 2009.

    4. Click OK to close the Select Members dialog box.

  12. In the ribbon, on the Edit tab, in the View group, click Report Type, and then click Line Chart with Markers.

    The bar chart changes to a line chart.

  13. In the center pane, click the Properties tab.

  14. In the Name box, type Inventory (Over Three Years).

  15. In the Workspace Browser, right-click the report, and then click Save.

Next, we create the KPI Details report. The KPI Details report is simple to create and use. The KPI Details report uses a scorecard as its data source. This means that until a cell in the scorecard is clicked, the KPI Details report resembles the following image in a dashboard.

KPI Details before clicking a scorecard value

When a dashboard user clicks a value in the scorecard, the KPI Details report refreshes to display information about the scorecard, as shown in the following image.

KPI Details report showing scorecard value details To create a KPI Details report
  1. In the ribbon, on the Create tab, in the Reports group, click KPI Details.

  2. The KPI Details report opens for editing.

  3. In the center pane, on the Editor tab, keep the default selections.

  4. In the center pane, click the Properties tab.

  5. In the Name box, type KPI Details.

  6. In the Workspace Browser, right-click the report, and then click Save.

Now that we have created a scorecard and three reports, the next step is to create a dashboard page and add these items to it.

In this section, we describe how to create a dashboard page and add the scorecard and reports to it. We will name this dashboard page “Inventory.”

To create the Inventory dashboard page
  1. In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.

  2. In the ribbon, on click the Create tab, click Dashboard.

    The Select a Dashboard Page Template dialog box opens.

  3. In the Template pane, select the 2 Columns template, and then click OK.

    The dashboard opens for editing.

  4. In the center pane, click the Editor tab. Notice the Left Column zone and the Right Column zone in the Dashboard Content section.

  5. In the Details pane, expand Scorecards, and then expand PerformancePoint Content.

  6. From the Details pane, drag the Inventory Rotation scorecard to the Left Column zone.

  7. In the Details pane, expand Reports, and then expand PerformancePoint Content.

  8. From the Details pane, drag the Inventory (Over Three Years) report to the Left Column zone, under the Inventory Rotation scorecard.

  9. From the Details pane, drag the Inventory (On Hand and On Order) report to the Right Column zone.

  10. From the Details pane, drag the KPI Details report to the Right Column zone, under the Inventory (On Hand and On Order) report.

  11. In the box for the KPI Details report, click the down arrow, and then click Create Connection.

  12. In the Connection dialog box, specify the following settings:

    1. On the Items tab, use the Get values from list to select Left Column – (1) Inventory Rotation.

    2. On the Values tab, use the Connect to list to select Cell.

    3. Use the Source value list to select Cell : Context.

    Click OK to close the Connection dialog box.

  13. In the center pane, click the Properties tab.

  14. In the Name box, type Inventory.

  15. In the Workspace Browser, right-click the report, and then click Save.

Now that we have created and assembled our dashboard, the next step is to publish it.

To publish the Inventory dashboard
  1. In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.

  2. Right-click the Inventory dashboard, and then click Deploy to SharePoint.

    The Deploy To dialog box opens.

  3. In the Deploy To dialog box, click Dashboards, and then click OK.

    The dashboard opens in a Web browser.

Now that you have created and published our example dashboard, you are ready to use it for custom extensions, such as scorecard transforms. For more information, see Apply custom scorecard transforms to a PerformancePoint dashboard.

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