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Plan, design, and implement a PerformancePoint dashboard

SharePoint 2010
 

Applies to: SharePoint Server 2010 Enterprise

Topic Last Modified: 2012-02-10

You can use PerformancePoint Dashboard Designer to create and deploy dashboards that contain scorecards and many other reports for your organization.

Use this article as a guide for creating and deploying a PerformancePoint dashboard.

When you create a dashboard by using Dashboard Designer, you do this in three main phases:

  • Phase I: Plan the dashboard   During this phase, you consider the kinds of information that you want to display and how to best present that information.

  • Phase II: Create the dashboard items   During this phase, you create your dashboard items and save them to designated SharePoint lists and document libraries. First, you create the data sources that you must have for your reports and scorecards. Next, you create your dashboard pages, reports, scorecards, and filters. Then, you assemble your dashboard, and connect filters to your scorecards and reports.

  • Phase III: Deploy the dashboard   During this phase, you preview and test your dashboard and make any adjustments. Then, you deploy your dashboard to the users. You can also train users on how to use dashboards.

  • Phase IV: Maintain the dashboard   During this phase, you maintain and edit the dashboard as appropriate.

During this phase, you consider the kinds of information that you want to display and how to best present that information.

Use the following resources to prepare a plan for your dashboard.

 

Task Article

If you are new to SharePoint Business Intelligence or you are about to create a new dashboard for your organization, consider preparing an overall dashboard plan.

Plan a PerformancePoint dashboard to show organizational performance

If you are upgrading from Microsoft Office PerformancePoint Server 2007 to PerformancePoint Services in Microsoft SharePoint Server 2010, prepare a plan for upgrading your dashboard content.

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

During this phase, you create your dashboard items and save them to designated SharePoint lists and document libraries.

Use the following resources to create your dashboard items.

 

Task Article

Create a data source inventory to list and track the various data sources that you and other dashboard authors will use. Use your own template, or download a template that was created by using Microsoft Excel.

Create a data source inventory for PerformancePoint dashboard authors

Create and configure the data connections that you and other dashboard authors will use.

Create data connections (PerformancePoint Services)

Configure data connections to work with Time Intelligence. This enables you to connect dynamic time filters to scorecards and reports or use embedded time filters.

Configure data sources to work with Time Intelligence by using Dashboard Designer

Create and configure various kinds of reports and scorecards for your dashboard.

Create reports and scorecards by using Dashboard Designer

Create and configure dashboard filters.

Create a dashboard filter by using Dashboard Designer

Create, configure, and assemble your dashboard pages.

Create and assemble a dashboard page by using Dashboard Designer

During this phase, you preview, test, and deploy your dashboard. You can also train dashboard users on how to view and use your dashboard.

Use the following resources to deploy your dashboard.

 

Task Article

Publish your dashboard to a Dashboards document library, where you can preview and test the dashboard pages. Make any necessary adjustments, and then republish the dashboard. Then, notify dashboard users.

Deploy a PerformancePoint dashboard

Provide dashboard users with resources that can help them learn how to use your dashboards.

How to navigate PerformancePoint dashboards and explore data

During this phase, you maintain and edit your dashboard. For example, you can configure a dashboard to use more advanced functionality. Or, you can add or change Web Parts on a page.

Use the following resources to maintain your dashboard.

 

Task Article

Extend your dashboard by using advanced functionality, such as complex key performance indicators (KPIs) and sophisticated reports. Configure dashboard items to use custom queries, such as Multidimensional Expressions (MDX queries) and Time Intelligence formulas. Or, connect scorecard KPIs to other reports in a dashboard.

Create advanced PerformancePoint dashboards

Edit and update your PerformancePoint dashboard by using Dashboard Designer or by using edit mode in a SharePoint site.

Maintain, edit, and update PerformancePoint dashboards

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