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Post-migration tasks for the PerformancePoint dashboard author (SharePoint Server 2010)

 

Applies to: SharePoint Server 2010 Enterprise

Topic Last Modified: 2010-06-08

Upgrading a PerformancePoint dashboard from Microsoft Office PerformancePoint Server 2007 to PerformancePoint Services in Microsoft SharePoint Server 2010 is fairly easy to do. The IT department typically handles the migration of PerformancePoint content, such as dashboard items and data source connections. Then, you complete the upgrade process by opening and testing dashboard items, making changes to reports and scorecards, and redeploying dashboards.

After the IT department has migrated dashboard content from PerformancePoint Server 2007 to PerformancePoint Services, you must perform several tasks to complete the upgrade:

  • Open and test migrated content.  Do this to make sure that dashboard items work correctly.

  • Remove report types that are no longer available and replace them with new reports.  Several report types that are available in PerformancePoint Server 2007 are not available in PerformancePoint Services. You must replace those reports by using other existing or new views.

  • Update reports and scorecards to use new functionality. (This is optional.)   PerformancePoint Services offers improved capabilities in reports and scorecards that you might want to use in your dashboards. For example, you can now display an analytic chart as a pie chart. Scorecards can now include more sophisticated key performance indicators (KPIs), such as KPIs that use calculated metrics.

Use the following resources to learn more about how to upgrade your dashboard content.

 

Task Description

What's New in PerformancePoint Dashboards

This article describes the new features and functionality that are available in PerformancePoint dashboards.

Plan for importing PerformancePoint Server 2007 dashboard content to SharePoint Server 2010

Certain kinds of reports that are available in PerformancePoint Server 2007 are not available in PerformancePoint Services. This article contains information about how to prepare to import PerformancePoint Server 2007 dashboard content. This includes which report types are not available in PerformancePoint Services.

Import Wizard: PerformancePoint Server 2007 content to SharePoint Server 2010

This article describes the Import Wizard, a tool to help you import dashboard content from PerformancePoint Server 2007 to PerformancePoint Services.

What's New in PerformancePoint Dashboard Designer

This article describes new features and functionality in Dashboard Designer. These include tighter integration with SharePoint Server 2010, new and improved dashboard items that you can create, and an overview of the streamlined ribbon and workspace.

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