Create a connection from Dashboard Designer to a SharePoint list by using PerformancePoint Services

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Applies to: SharePoint

Topic Last Modified: 2017-07-28

Summary: Learn how to set up a data connection from Dashboard Designer to SharePoint list.

Data from a SharePoint list can be used as a data source in PerformancePoint Services. The data from the SharePoint list can only be read by using PerformancePoint Services. Any editing of the data must be done from SharePoint Server. You can connect to any kind of SharePoint list.

PerformancePoint Services accesses external data sources by using a delegated Windows identity. Consequently, external data sources must reside within the same domain as the SharePoint Server farm. If external data sources do not reside within the same domain, authentication to the external data sources fails. For more information, see Planning considerations for services that access external data sources.

In PerformancePoint Services, the security settings for data sources are stored in each data source. For SharePoint lists, you have the choice of three authentication options: using the Unattended Service Account, using credentials stored in a Secure Store target application, or using Per-User Identity. Per-User Identity requires the Kerberos protocol.

We recommend that you select your authentication method before you specify your server connection.
To create a data source connection to a SharePoint list
  1. Click the Create tab, and then click Data Source.

  2. In the Category pane of the Select a Data Source Template dialog box, click Tabular List and then click SharePoint list. Click OK.

  3. In the left navigation pane (workspace browser), type a name for your data source.

  4. In the center pane, click the Editor tab. In the Data Source Settings section, select the method on which to authenticate to the data source.

  5. In the Cache Lifetime list, type the refresh rate (in minutes) for the cache. Data from this data source will update according to the interval you specify.

  6. In the Connection Settings section, type the URL to the SharePoint site.

  7. In the SharePoint Site List list, select a List collection.

  8. In the List list, select the SharePoint list that you want from the collection.

  9. From the Data Source Settings box, select one of the following Authentication methods:

    • Unattended Server Account   If you select this method, all users connect by using the Unattended Service Account that was defined for the PerformancePoint shared service when they access the data source.

    • Use a stored account   Enter the Application ID of a secure store target application. If you select this method, all users connect by using the credentials from the specified Secure Store target application when they access the data source.

    • Per-user identity   If you select this option, the current user's identity is used to access the data source. Per-User Identity requires the Kerberos protocol.

  10. Click Test Data Source to confirm that the connection is configured correctly.