Adding Filters into PerformancePoint KPI Scorecard

Assuming we have the below scorecard and filter.

1. Scorecard named "Subjects Scorecard" with a list if KPIs called "English" and "Computer Science".



2. Filter called "Choose Subjects"



Lets see how we can connect the filter to the scorecard.

1. As you may have already know, we need to create a dashboard page first.

2. Then add the filter and scorecard into the dashboard page



3. Next step is to create connection between them Click on the triangle arrow of the filter part and choose Create Connection.



4. You will be presented with the Connection window as below. On the Items tab, choose the scorecard name for Send values to



5. Then click on the Values tab. Choose the dropdown values as shown below. Click OK.



6. Save and Publish the dashboard.

7. Access the dashboard. The dashboard with filter will look like below.

                                          

StepsToCreateKPI

Just realized that I can upload a pdf document directly. Much easier that writing a post here with many pictures.

Click on this link --> StepsToCreateKPI  to read the article in pdf format.

Key Limitations of Using PerformancePoint Services

This is true for both SharePoint 2010 and SharePoint 2013 when we are creating analytical charts, :-

i. We are limited to the type of charts that can be created in PPS

ii. We are not able to perform further customization or “touch ups” such as changing colors and adding descriptions to the axis. Everything is automatically generated and cannot be modified.

iii. Analytical charts can only be created if we use MS SQL Server Analysis Services as the data source.

iv. Details are not displayed on the chart. You have to hover over the sections. However you will not be able to see complete details at on glance.

Error when trying to create a new Data Source (Data Connection) in PerformancePoint

If you get an error while trying to select a data source is Dashboard Designer, that may be because you have not associate the PerformancePoint Service App to the Web Application which hosts your site collection.

 



 

Using Excel Services as a KPI Data Source

To use excel services as the data source, you need publish named items in the workbook need to be published to SharePoint. Steps below (Ref: http://technet.microsoft.com/en-us/library/ff724277.aspx)

If you want to configure an Excel Services report to display a named item that is defined in Excel, the named item must be published to SharePoint Server. Otherwise, the Item name list will be empty in Dashboard Designer. Simply publishing the workbook does not ensure that named items are published, too.

 To publish named items in an Excel workbook

1. In Excel, on the File tab, click Save & Send, and then click Save to SharePoint.


2. In the Save to SharePoint section, click Publish Options.


3. In the Publish Options dialog box, on the Show tab, use the list to select Items in the Workbook.


4. Select all the named items in the list, and then click OK.


5. In the Save to SharePoint section, click Browse for a location, and then click Save As. The Save As dialog box opens.


6. In the Save As dialog box, specify the Web site address (URL) to the document library where you want to publish the workbook.


7. Click Save to publish the workbook.

How to Enable SharePoint 2010 PerformancePoint Services

Here are the steps to enable PerformancePoint Services in SharePoint 2010.

• First, access Central Admin and start “PerformancePoint Service” and  “Secure Store Service” services

• Then, create “Secure Store Service” and “PerformancePoint Service Apps” service applications

• Next, configure service associations. This step is to ensure existing Web Applications can use this service application.

• Finally, configure “Unattended Service Account”. This is the account that will be used to access the various data sources such as Excel Services, SharePoint lists, SQL Server databases and SQL Server Analysis Services cubes. To do this, go to Central Admin -> Application Management -> Service Applications -> Manage Service Applications ->  Click on PerformancePoint Service Application Settings and then Key in the User Name and Password.

It is complete now. Have fun.