Overview of PerformancePoint Services components (SharePoint Server 2010)

SharePoint 2010

Applies to: SharePoint Server 2010

Topic Last Modified: 2009-11-04

PerformancePoint Services and Microsoft SharePoint Server 2010 Web Front End components work together to provide monitoring and reporting functionality. This section briefly describes the following PerformancePoint Services components.

  • PerformancePoint Dashboard Designer

  • PerformancePoint Web Parts and services

  • Site collection features

  • Site features

Dashboard Designer is the application that dashboard authors can use to create and manage dashboards and their elements, including reports, such as strategy maps and analytic charts, scorecards, and filters. Dashboards help organizations measure, monitor, and manage business performance with live data from a variety of business data sources. A PerformancePoint dashboard contains a variety of reports and scorecards that retain their individual connections to their data sources and that you can view data from multiple data sources in a single dashboard page.

PerformancePoint Web Parts are built-in server-side controls that run inside the context of special pages (that is, Web Part Pages) within any SharePoint Server 2010 site. Dashboard Designer elements function as SharePoint Server 2010 Web Parts.

Reports Web Part: The Reports Web Part helps you create PerformancePoint Services content types except the scorecard, KPI details report and filters. This includes analytic charts and grids, SQL Server Reporting Services reports, Excel Services reports, the strategy map, and others.

KPI Details Web Part: The KPI Details report displays contextually relevant information about KPIs, metrics, rows, columns, and cells within a scorecard. This is surfaced as a Web Part that would be linked to a scorecard or individual KPI, and surface relevant metadata to the end user. This Web Part can be added to PerformancePoint Services dashboards or any SharePoint Server 2010 page.

Scorecard View Web Part: The Scorecard Web Part provides view functionality for the Scorecard. Without the scorecard Web Part, the user is not able to render the KPIs in the Dashboard. Scorecards may be linked to other Web Parts, such as filters and reports, to create an interactive dashboard experience. Users can use the Scorecard Web Part to do the following.

  • Locate and add a Scorecard View Web Part to a dashboard.

  • Add KPIs, new and existing, to a scorecard.

  • Enter an advanced scorecard design surface to define relationships between KPIs and objectives as well as edit KPI and objective properties.

  • Build a new scorecard, launching the scorecard design surface.

Filter Web Part: Central to creating compelling interactive dashboards is the ability to synchronize Web Part content through connections.

A connection can be thought of as a link made between Web Parts to enable exchange of data and to provide interactivity between Web Parts. Connections are made between filter providers and filter consumers. Although you cannot connect all types of filters to all types of Web Parts, you do have the ability to link many types of filters to most types of Web Parts.

In order for the dashboard author to create content in a SharePoint Server farm, users must be able to supply information on the location of the content in the SharePoint Server hierarchy. Currently the Dashboard Designer bases queries on the location of the Web service. The Web service is located, or scoped, in a SharePoint Server 2010 site collection. SharePoint Server 2010 Web applications commonly have a default site collection so that the site collection feature is enabled. 

PerformancePoint Services site makes available to users the list and document library templates that use the following content types:

  • Dashboard

  • Scorecard

  • Key Performance Indicator (KPI)

  • Report

  • Filter

  • Icon set (for KPI indicators)