Welcome on my SharePoint 2010 blog


My name's Roy. I'm a dutch SharePoint & BI consultant/architect at Advantive B.V. At this moment I'm busy with some big SharePoint 2010 projects in The Netherlands. In all the projects I've got different roles, like: Business consultancy, Lead Consultant, Architect (logical and technical), Development and Teaching/courses.

Products where you can ask me about are: SharePoint, Visual Studio, SQL Server, PowerPivot, Analysis and Reporting Services, Visio Services, InfoPath, PerformancePoint Services, Team Foundation Server, Office line.

I love to work and to write about Microsoft SharePoint 2010 so, feel free and read/comment my Blogs!


Monday, April 26, 2010

Performance Services 2010: Monitor, Analyse, Plan!

Building Performance Point Dashboards.

Within a few days the new RTM version of SharePoint 2010 (SP2010) will finally be launched! As we already know from the Beta and RC version: SP2010 will bring us a lot of new and cool stuff!

One of these  new things is: Microsoft Performance Point Services 2010 (PPS2010). In the 12 Wave it was a separate product called: Performance Point Server 2007. Within the 14 wave it is integrated in the SP2010 product stack as a separate Service Application.

With PPS2010 you can do your performance management based on underlying datasources. PPS2010 can be split into three parts:

• Monitoring; What is happening and what is happened?
• Analysis; Why has it happened?
• Plan/forecast; What is going to happen/next steps, what do I want to happen?

To answer the above questions you can generate PPS2010 functionalities like:
(Balanced) Scorecards, KPI's, analytical reports (with drilldown) and trend analysis.

Withing this blog we will show you an example of the easyness of creating a
Performance Point dashboard within PPS2010/SP2010.

• SharePoint 2010 Enterprise
• SQL Server 2008 (x64)
• Contoso Retail DW SQL2008 Example DB (see: codeplex.com or Microsoft.com)
• Business intelligence center template created in SharePoint 2010, from this
   site you can start the Performance Point Dashboard Designer
• A Secure Store Service Application with a master key and application key set.
• A PPS2010 target application ID in Secure Store service application with the
   the credentials set for this target application ID

From the business intelligence center start the Dashboard Designer. Click on
create dashboards and then click start using performance point services.(see picture below).

Click on the button "Run dashboard designer". The Performance Point service will now download and open the designer application from the SharePoint Server.

The next time you can open the dashboard designer from the Start-menu.

The Dashboard designer start page will look like this:

Make sure that you first created a connection to the Contoso Retail DW in the dashboard designer. This will not be shown in this example.

The next step is to create the scorecard where the KPI's will be integrated. On the create tab click Scorecard. Choose for Microsoft - Analysis Services

Choose the Contoso Retail DW Datasource and click next

Select Create KPI's from SQL Server Analysis Services measures and click Next

Click Add KPI (this will give you the possibility to add an existing KPI from the cube. If you choose for Select KPI you can choose a KPI you created in this workspace. Rename the name of the KPI to: Sample_KPI

In the next screen select a dimension, choose Sales Territory country

Next, choose a measure filter for the target and the actual of the KPI, Choose Greater China as actual and India as target.

In the Add member columns screen, check <Add column members> and choose the date.calender Year field in the dimension textbox. In the member textbox select the years 2008 and 2009

Choose the location in SharePoint (document library) where you want to place your Dashboard content, click Next.

Click Finish and rename the scorecard to: Sample_Scorecard. Your scorecard should look like this:

In the details pane (right) open the dimensions group and pick the field <Category Name> and move it to the right hand side of the <Sample KPI> in the scorecard.

A Screen opens, right click <All Products> and choose Autoselect members --> Select Children. All the underlying categories will dynamically be shown in the scorecard.

Click update in the edit-tab and the scorecard should look like the following:

When you created your first scorecard, we will go further by creating an analytic report, click on the create-tab on analytic chart. You can see that you can also choose an Excel Report or Reporting Services Report.

Choose the Contoso Retail DW Datasource and click finish

Rename the report to: Sample_Pie

Drag the dimensions, measures or named sets you want on to the report designer as shown in the picture below:

Now you can change your report type to: Pie Chart by right clicking on the report

Create another Analytic chart with report type: Line Chart. Choose the dimensions and measures that areshown below:

Call the chart: Sample_Line

On the Create-tab, click KPI details. Rename this one to Sample_KPIDetails.

The last step is to create a dashboard and drag and drop all the items we just created on the dashboard. On the Create-tab click Dashboard and choose 2 zone dashboard. In fact: you're now are going to create a SharePoint site with some webparts in two webpart zones.

Give the page a name, e.g.: Sample_Dashboard. Right click on the dashboard and choose add below. You now will create a zone below, after that click in the new zone and choose: split zone. You now have created a four webpart site.

Now drag and drop your items from the details pane to the dashboard until your screen looks like the following:

Keep your mouse on the scorecard part of the dashboard and drag the Member Unique Name to the Piechart part, you've now created a connection between the both parts.

Drag the Cells context field to the KPI details part of the dashboard, after you've done with this you're dashboard should look like the following:

The most exiting part!! Right click on the dashboard in the workspace browser and choose: Deploy to SharePoint. You're new dashboard will now be uploaded to SharePoint (it creates a new page, with the necessary webparts and publishes all your items to SharePoint). You're Dashboard should look like this:

If you click on Performance Point Content you can see the items you've just created.

Congratulations! You've just had you're first PPS2010 experience!

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