Import PerformancePoint Dashboard 2010 content from a SharePoint Server 2010 server, site, or list

SharePoint 2010

Applies to: SharePoint Server 2010 Enterprise

Topic Last Modified: 2011-12-12

PerformancePoint Dashboard Designer content can be moved between a site, list, or document library in Microsoft SharePoint Server 2010. One reason for this is to import PerformancePoint Services content from a test or staging server to production.

When you import Dashboard Designer content from a test or staging server to a production server, make sure your data sources point to the production server.

Dashboard Designer content includes metadata with information about objects such as such as KPIs, filters, scorecards, data sources, and reports. Consider the following actions when you move Dashboard Designer content.

  • Plan the list and document libraries in SharePoint Server 2010 to which you want to import content.

  • Make sure there are no missing dependencies when you are creating the workspace file.

  • All data sources must have unique names even when the data sources show in different display folders.

  • Be aware that Dashboard Designer objects that have the same name and display folder will be overwritten.

  • If you are moving content to another server, the target SharePoint Server version must be the same as the SharePoint Server from which you are importing content.

  • You must have contributor permissions to the SharePoint Central Administration Web site.

To import PerformancePoint Dashboard content
  1. Open Dashboard Designer in the SharePoint site to which you want to import content. Check the lower-left corner of Dashboard Designer for connection information.

  2. On the Dashboard Designer ribbon, click Import Items on the Home tab.

    A dialog box opens.

  3. Locate the workspace file (<name>.ddwx) in the Import browser window and then click next. On the next page, consider the following options.

    Import data sources that already exist in the destination   By default this option is not selected. If it is selected, data sources that already exist in the destination will be overwritten if the workspace file contains a data source with the same name and display folder. If this option is not selected, data sources with same name and display folder will be skipped.

    Import items with missing dependencies   By default this option is not selected. If an object is missing a dependency, such as a scorecard without a related (dependent) KPI, the import process will skip that object. A warning dialog box appears in the wizard if the condition is detected in the workspace file. If you select the option to import items with missing dependencies, items with missing dependencies will be imported but must be repaired at the destination.

    Some objects, such as scorecards, can be repaired as soon as they are imported. However, objects such as analytic reports, cannot be repaired because you cannot configure the data source when the import is completed.
  4. For each location under Copy to, click the destination folder. The Add List dialog box opens so that you may select a destination for the Dashboard content or object. You must select a destination list or library in order for Next to be enabled.

  5. Click Next. On completion, a dialog box shows the number of files imported and skipped.