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1 SHAREPONT 2013 BUSINESS INTELLIGENCE

2 SharePoint 2013 Business Intelligence (SBI2013 version 1.1.0) Copyright Information Copyright 2016 Webucator. All rights reserved. The Author Bruce Gordon Bruce Gordon has been a Microsoft Certified Trainer since He has taught Microsoft Official Curriculum (MOC) courses on ASP.NET, ADO.NET, XML Web services, Windows Forms, WPF, Silverlight, SharePoint, SQL and various other Microsoft product courses. Bruce is also active in the creation of custom courseware. Bruce s most recent custom courseware include SharePoint titles that are available through the Microsoft courseware library. In the past, Bruce has created courses and materials for certification prepping. Bruce s preferred style of teaching is demonstration oriented. Whenever possible he uses live demonstrations in place of PowerPoint slides. This style of teaching allows Bruce to cover not only topics from a courseware manual but also real-world topics outside the manual. Additionally this style tends to be more engaging to his students. Bruce s classes include plenty of hands-on lab work to give students practical experience working with the technology. Bruce s students consistently provide excellent feedback, commenting on his interactive approach, encouragement of questions, and overall knowledge.

3 Accompanying Class Files This manual comes with accompanying class files, which your instructor or sales representative will point out to you. Most code samples and exercise and solution files found in the manual can also be found in the class files at the locations indicated at the top of the code listings. Due to space limitations, the code listings sometimes have line wrapping, where no line wrapping occurs in the actual code sample. This is indicated in the manual using three greater than signs: >>> at the beginning of each wrapped line. In other cases, the space limitations are such that we have inserted a forced line break in the middle of a word. When this occurs, we append the following symbol at the end of the line before the actual break:»»

4 Table of Contents Table of Contents 1. Configuring SharePoint Sites for Business Intelligence...1 Enabling SharePoint BI Features in a Team Site...1 Site Collection Level Features...1 Site Level Features...3 Walk-Though: Activating Business Intelligence Site Collection and Site Level Features...4 Creating a New Site Using the Business Intelligence Center Template...18 Walk-through: Creating a Site Using the Business Intelligence Center Template...18 Exercise 1: Configure an Existing SharePoint Team Site for Business Intelligence...31 Exercise 2: Create a New SharePoint Site Collection with the Business Intelligence Center Template Excel Services in SharePoint...61 Viewing Excel Spreadsheets with SharePoint Excel Services...61 Walk-Through: Viewing Excel Spreadsheet Data through SharePoint...61 Using SharePoint Excel Services Web Part...63 Walk-Through: Using SharePoint Excel Services Web Part...63 Basic Excel Services Farm Configuration Options...66 Walk-Through: Exploring Excel Services Farm Configuration Options...66 Refreshing Data Sources with SharePoint Excel Services...76 Walk-Through: Refreshing Data Sources with SharePoint Excel Services...76 Exercise 3: Using SharePoint Excel Services...88 Exercise 4: Exploring Basic Farm Configuration Settings for Excel Services..93 Exercise 5: Refreshing Data Connections with SharePoint Excel Services Visio Services in SharePoint Viewing Visio Drawings in SharePoint Pages Walk-Through: Viewing Visio Drawings through SharePoint Connecting Data to Visio Drawings Walk-Through: Connecting SharePoint List Data to a Visio Drawing Exercise 6: Using SharePoint Visio Services Exercise 7: Connecting SharePoint Data to Visio Drawings Version: Printed: i

5 Table of Contents 4. SharePoint Power Pivot Add-on Creating a Basic Power Pivot Model in Excel Walk-Through: Creating a Basic Power Pivot Data Model Uploading Excel Power Pivot Workbooks to SharePoint Walk-Through: Uploading and Viewing an Excel Workbook with a Power Pivot Model Refreshing Power Pivot Data Models with SharePoint Walk-Through: Working with Power Pivot Interactive and Scheduled Refresh Exercise 8: Creating a Power Pivot Data Model Exercise 9: Uploading and Interacting with Power Pivot Workbooks Exercise 10: Refreshing Data in Power Pivot Workbooks SharePoint Power Viewer Feature Creating a Power View Report in SharePoint Walk-Through: Creating a Power View Report from a Power Pivot Workbook Using a BI Semantic Model Connection for a Power View Report Walk-Through: Using the BI Semantic Model Connection to Create a Power View Report Exercise 11: Creating a Power View Report SQL Reporting Services Add-on for SharePoint Creating a Reporting Services Report with Report Builder Walk-Through: Using Report Builder to Create a Report Creating a SQL Reporting Services Report Subscription Walk-Through: Schedule a Report Subscription Creating a SQL Reporting Services Data Alert Walk-Through: Create a SQL Reporting Services Data Alert The SQL Server Reporting Services Report Viewer Walk-through: Adding the SQL Server Reporting Services Viewer to a SharePoint Web Page Exercise 12: Creating a SQL Report Builder Report Exercise 13: Working with SQL Reports in SharePoint ii Copyright 2016 Webucator. All rights reserved.

6 Table of Contents 7. SharePoint PerformancePoint Services Using Dashboard Designer and Creating a Connection Walk-through: Creating a Connection Using Dashboard Designer Creating a KPI using Dashboard Designer Walk-through: Creating a PerformancePoint KPI with Dashboard Designer Creating a PerformancePoint Scorecard Walk-through: Using Dashboard Designer to create a PerformancePoint Scorecard Creating a PerformancePoint Report Walk-through: Creating an Analytic Chart with Dashboard Designer Creating PerformancePoint Dashboards Walk-through: Creating and Deploying a PerformancePoint Dashboard.374 Exercise 14: Creating a Connection Using Dashboard Designer Exercise 15: Creating a KPI Using Dashboard Designer Exercise 16: Creating a PerformancePoint Scorecard Exercise 17: Creating a PerformancePoint Report Exercise 18: Creating and Deploying a PerformancePoint Dashboard Power BI Using Power BI Desktop to Query and Import and Model SQL Server Data.425 Walk-through: Querying and Importing from a SQL Server Data Source.425 Creating a Report with Power BI Desktop Walk-through: Creating a report using Power BI Desktop Publishing a Power BI Report to the Power BI Cloud Service Exercise 19: Creating a Power BI Desktop Report Version: Printed: iii

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8 1. Configuring SharePoint Sites for Business Intelligence Configuring SharePoint Sites for Business Intelligence In this lesson, you will learn How to activate business intelligence features on an existing team site. 2. How to create a list for storing PerformancePoint content in a team site. 3. How to create a library for storing PerformancePoint data connections in a team site. 4. How to create a library for storing PowerPivot files in a team site. 5. How to create a new site using the Business Intelligence Center template. 6. What is included with the out-of-the-box Business Intelligence Center site. There are two main ways to get started using BI reports in SharePoint, creating a new site using the Business Intelligence Center template or activating the desired features on an existing site. This module will cover both options. 1.1 Enabling SharePoint BI Features in a Team Site Any SharePoint site can host BI content with the correct features enabled. Site Collection Level Features The core features for SharePoint BI are activated through site collection level features. SharePoint Server Enterprise Site Collection Features The SharePoint Server Enterprise site collection feature adds business intelligence services such as Visio and Excel. This site collection feature is a prerequisite for the site level feature and is typically already activated on a Team site. PerformancePoint Services Site Collection Features The PerformancePoint Services Site Collection Features adds site columns and content types required for PerformancePoint content. This site collection feature is Version: Printed: Page 1 of 466

9 Configuring SharePoint Sites for Business Intelligence a prerequisite for the site level "PerformancePoint Service Site Features" and is not typically activated by default on a Team site. Report Server Integration Feature The Report Server Integration Feature adds integration with SQL Reporting Services. This feature is added as a separate install from Microsoft SQL Server installation media. Once the SQL add-on product has been installed in the farm and the proper services provisioned, the farm administrator can add and activate it all site collections within a Web Application. The following screen capture shows the feature activated for the Team site which is typical once the farm administrator deploys it to the Web Application. Later in this course we will be covering the basic use of the SQL Server Reporting Services integration with SharePoint. Installation and configuration of Microsoft SQL Reporting services is beyond the scope of this course. Power View Integration Feature The Power View Integration Feature adds support for the browser based Power View report tool. This feature is added as part of the Microsoft SQL Server Reporting Services installation. The feature is activated automatically on Site Collections when the farm administrator deploys SQL Reporting services to the hosting Web Application. Later in this course we will be covering the use of Power View. PowerPivot Feature Integration for Site Collections The PowerPivot Feature Integration for Site Collections enables sites within the site collection to work with PowerPivot services. This site collection feature is only Page 2 of 466 Copyright 2016 Webucator. All rights reserved.

10 Configuring SharePoint Sites for Business Intelligence available once the PowerPivot add-on has been installed in the farm and the PowerPivot service application has been provisioned. On a Team site the feature is not activated automatically so if you want to use PowerPivot services on any sites in the site collection it must be activated. Later in this course we will be covering the use of the SharePoint PowerPivot service. Installation and configuration of PowerPivot farm services is beyond the scope of this course. Site Level Features Once the site collection BI features have been activated you can enable the site level features to complete enabling a Team site for business intelligence support. SharePoint Server Enterprise Site Features The SharePoint Server Enterprise Site feature adds the basic core functionality for BI to the site. This is a site level feature that is usually activated by default on a team site. Later in this course we'll be exploring the Excel and Visio services that this feature connects to. Note that this feature only comes with the enterprise license of SharePoint. PerformancePoint Service Site Features The PerformancePoint Service Site Features when activated, adds a list and library template for storing PerformancePoint content and connections. This is a site level feature that is not normally active by default on a Team site. Note that this feature Version: Printed: Page 3 of 466

11 Configuring SharePoint Sites for Business Intelligence dependent on the site collection feature "PerformancePoint Services Site Collection Features". 1.2 Walk-Though: Activating Business Intelligence Site Collection and Site Level Features This walk-through will demonstrate activating SharePoint Business Intelligence features on a team site. As part of the walk-through we'll examine changes made to the site after a feature has been activated. 1. Navigate to the Contoso Team site at Page 4 of 466 Copyright 2016 Webucator. All rights reserved.

12 Configuring SharePoint Sites for Business Intelligence 2. Activate the PerformancePoint Site Collection Features feature and explore the changes. A. Click Settings menu and then choose Site settings from the options. B. Click the Site collection features link listed under Site Collection Administration. C. Scroll down the list of features and find the PerformancePoint Services Site Collection Features option and click the Activate button. Once the page refreshes the feature should have the blue Active label next to the button that should now be labeled Deactivate. Version: Printed: Page 5 of 466

13 Configuring SharePoint Sites for Business Intelligence 3. Verify the PerformancePoint content types have been added to the site collection. A. Click Settings menu and then choose Site settings from the options. B. Click the Site content types link listed under the Web Designer Galleries group on the Site Settings page. C. Scroll down the list of content types and look for ones listed under the heading of PerformancePoint. These content types were added by the activation of the PerformancePoint Site Collection Features. In the PerformancePoint chapter of this course we will use those content types to create PerformancePoint content. Page 6 of 466 Copyright 2016 Webucator. All rights reserved.

14 Configuring SharePoint Sites for Business Intelligence 4. Activate the PerformancePoint Services Site Features and create a new PerformancePoint list and data connection library. A. Click Settings menu and then choose Site settings from the options. B. Click the Manage site features link listed under Site Actions. C. Scroll down the list of features and find the PerformancePoint Services Site Features option and click the Activate button. Once the page refreshes the feature should have the blue Active label next to the button that should now be labeled Deactivate. Version: Printed: Page 7 of 466

15 Configuring SharePoint Sites for Business Intelligence 5. Create a new PerformancePoint list for storing PerformancePoint content. A. Click Settings menu and then choose Add an app from the options. B. Type "PerformancePoint" in the search box and click the search icon to filter the list of available apps. C. Click the icon labeled PerformancePoint Content List from the filtered apps list. Page 8 of 466 Copyright 2016 Webucator. All rights reserved.

16 Configuring SharePoint Sites for Business Intelligence D. Type "PerfPointContent" in the Name: field and click the Create button to complete creating the new list. This list will be used in the PerformancePoint chapter, later in this course, to store PerformancePoint content. Version: Printed: Page 9 of 466

17 Configuring SharePoint Sites for Business Intelligence 6. Create a new PerformancePoint library for storing PerformancePoint data connections. A. Click Settings menu and then choose Add an app from the options. B. Type "PerformancePoint" in the search box and click the search icon to filter the list of available apps. C. Click the icon labeled DataConnections Library for PerformancePoint from the filtered apps list. Page 10 of 466 Copyright 2016 Webucator. All rights reserved.

18 Configuring SharePoint Sites for Business Intelligence D. Type "PerfPointConnections" in the Name: field and click the Create button to complete creating the new list. This library will be used in the PerformancePoint chapter, later in this course, to store PerformancePoint data connections. Version: Printed: Page 11 of 466

19 Configuring SharePoint Sites for Business Intelligence 7. Verify the new PerformancePoint list and library have the PerformancePoint content types associated with them and there is an extra tab for launching PerformancePoint Designer. A. Click the PerfPointConent link in the site's Quick Launch. B. Click the PerformancePoint tab to open the tool bar and note the icon labeled Dashboard Designer that is used launch the tool for creating PerformancePoint content. We will use Dashboard Designer in the PerformancePoint chapter of this course to create content. C. Click the List tab and select the List Settings icon from the tool bar. Page 12 of 466 Copyright 2016 Webucator. All rights reserved.

20 Configuring SharePoint Sites for Business Intelligence D. Note that the PerformancePoint content types are already associated with this list. You could optionally add these content types to an existing list to get the PerformancePoint support. We'll add new items based on these content types in the PerformancePoint chapter. E. Click the PerfPointConnectionslink in the site's Quick Launch. F. Click the Library tab and select the List Settings icon from the tool bar. Version: Printed: Page 13 of 466

21 Configuring SharePoint Sites for Business Intelligence G. Note that the PerformancePoint content types are already associated with this library. You could optionally add these content types to an existing library to get the PerformancePoint support. We'll add new items based on these content types in the PerformancePoint chapter. 8. Activate the PowerPivot Feature Integration for Site Collections feature and explore the changes. A. Click Settings menu and then choose Site settings from the options. B. Click the Site collection features link listed under Site Collection Administration. C. Scroll down the list of features and find the PowerPivot Feature Integration for Site Collections option and click the Activate button. Once the page refreshes the feature should have the blue Active label next to the button that should now be labeled Deactivate. Page 14 of 466 Copyright 2016 Webucator. All rights reserved.

22 Configuring SharePoint Sites for Business Intelligence 9. Verify the PowerPivot content types have been added to the site collection. A. Click Settings menu and then choose Site settings from the options. B. Click the Site content types link listed under the Web Designer Galleries group on the Site Settings page. C. At the top of the list of content types should be a group titled Business Intelligence, verify that the content types BI Semantic Model Connection, Data Service Document and PowerPivot Gallery Document are listed. These content types were added by the activation of the PowerPivot Feature Integration for Site Collections. In the PowerPivot chapter of this course we will use those content types to support PowerPivot content. Version: Printed: Page 15 of 466

23 Configuring SharePoint Sites for Business Intelligence 10. Create a new PowerPivot Gallery library in the Team site for storing PowerPivot files. A. Click Settings menu and then choose Add an app from the options. B. Type "PowerPivot" in the search box and click the search icon to filter the list of available apps. C. Click the icon labeled PowerPivot Gallery from the filtered apps list. Page 16 of 466 Copyright 2016 Webucator. All rights reserved.

24 Configuring SharePoint Sites for Business Intelligence D. Type "PowerPivotGallery" in the Name: field and click the Create button to complete creating the new list. This library will be used in the PerformancePoint chapter, later in this course, to store PerformancePoint data connections. 11. Verify the new PowerPivot gallery has the PowerPivot content types associated with it. A. Click the new PowerPivotGallery link in the sites Quick Launch. B. Click the Library tab and then click the Library Settings button on the tool bar. C. Click the Advanced settings link on the library settings page. This library doesn't display the content types by default so we have to change a setting to be able to see the associated content types. Version: Printed: Page 17 of 466

25 Configuring SharePoint Sites for Business Intelligence D. Click the Yes option for the Allow management of content types settings option. E. Scroll down and click the OK button to save the changes to the library settings. F. Note that the content types for the library are displayed and it includes the PowerPivot Gallery Document. We will use this library in the PowerPivot chapter of this course to store Excel spreadsheets that have PowerPivot models stored in them. 1.3 Creating a New Site Using the Business Intelligence Center Template SharePoint comes with a Business Intelligence Center site template that already has some of the site collection and site level BI features activated. In addition it has lists and libraries already created for PerfomancePoint content. 1.4 Walk-through: Creating a Site Using the Business Intelligence Center Template In this walk-through we will create a new site collection using the Business Intelligence Center Template. We will then explore the new site. Page 18 of 466 Copyright 2016 Webucator. All rights reserved.

26 Configuring SharePoint Sites for Business Intelligence 1. Create a new site collection using the Business Intelligence Center Template. A. Navigate to the farm's Central Administration site. The address used for this course is if you are using a farm configured with a different address enter it in your browser URL field. B. Click the Create site collections link under the Application Management group of the Central Administration site's home page. C. Make sure the web application chosen is the one you want to use for the new site collection. This course uses D. Type "Contoso BI Site" in the Title field and "contosobi" in the URL field with /sites/ selected in the managed path drop down. Version: Printed: Page 19 of 466

27 Configuring SharePoint Sites for Business Intelligence E. Click the Enterprise tab in the Select a template field and choose the Business Intelligence Center template option. F. Enter "Student" in User name field as the primary site collection administrator and enter "SP_Admin" in the User name field for the secondary site collection administrator. G. Click the OK button at the bottom of the page to complete the creation of the new site collection. Note that it can take a while for SharePoint to complete provisioning the new site collection. H. Once SharePoint has completed creating the site the page should refresh with a link to the new site collection. Click the link to navigate to the new BI site, it should open the site in a separate browser tab. Page 20 of 466 Copyright 2016 Webucator. All rights reserved.

28 Configuring SharePoint Sites for Business Intelligence We could have added the Business Intelligence Center as a child site to our existing team site. The one downside to doing that is that the Business Intelligence Center site template relies on the site collection level feature SharePoint Server Publishing Infrastructure. We could have enabled that feature but for basic collaboration purposes it is unnecessary. None of the Business Intelligence features we will be working with in this course require the publishing features, I'm not sure why the Business Intelligence Center template was based from it. Version: Printed: Page 21 of 466

29 Configuring SharePoint Sites for Business Intelligence 2. Explore the new Business Intelligence Center site out-of-the-box content. A. Note the links on the home page of the Business Intelligence center. These links open dialog boxes with information about the specific service link you click along with additional links to documentation from Microsoft's official site. B. Click the Site Contents link in the site's Quick Launch. Page 22 of 466 Copyright 2016 Webucator. All rights reserved.

30 Configuring SharePoint Sites for Business Intelligence C. Note that the Business Intelligence Center comes already provisioned with some lists and libraries for BI content. Most of the lists and libraries in the out-of-the-box BI center site are either for the Publishing feature or are standard SharePoint content containers such as the Documentslibrary. The only lists/libraries specifically for BI purposes are the Data Connections library, PerformancePoint Content list and the Dashboards library. 3. Explore the site collection and site level features enabled by default on the Business Intelligence Center site. Version: Printed: Page 23 of 466

31 Configuring SharePoint Sites for Business Intelligence A. Click Settings menu and then choose Site settings from the options. B. Click the Site collection features link listed under Site Collection Administration. C. Scroll down the list of site collection features and note that the PerformancePoint Services Site Collection Features is already activated for the site collection. Page 24 of 466 Copyright 2016 Webucator. All rights reserved.

32 Configuring SharePoint Sites for Business Intelligence D. If we look below the PerformancePoint Services Site Collection Features we'll see that the Power View Integration Feature is active but the PowerPivot Feature Integration for Site Collections feature is not. If we wanted to create a PowerPivot Gallery we would have to enable the feature. We don't need to enable the feature for this course we're going to use the Contoso team site in the PowerPivot chapter. E. Click Settings menu and then choose Site settings from the options. F. Click the Manage site features link listed under Site Actions. G. Scroll down the list of site level features and note that the PerformancePoint Services Site Features is active by default. 4. Explore the default BI lists and libraries in a Business Intelligence Center site. A. Click the Site Contents link in the site's Quick Launch. B. Click the Data Connections library on the Site Contents page. Version: Printed: Page 25 of 466

33 Configuring SharePoint Sites for Business Intelligence C. Click the Library tab and select the Library Settings icon from the tool bar. D. Note that the PerformancePoint content types are already associated with this library. E. Click the Site Contents link in the site's Quick Launch. F. Click the PerformancePoint Content list on the Site Contents page. G. Click the List tab and select the List Settings icon from the tool bar. Page 26 of 466 Copyright 2016 Webucator. All rights reserved.

34 Configuring SharePoint Sites for Business Intelligence H. Note that the PerformancePoint content types are already associated with this list. I. Click the Site Contents link in the site's Quick Launch. J. Click the Dashboards library on the Site Contents page. K. Click the Library tab and select the Library Settings icon from the tool bar. L. Note that the default content types for Dashboards library are Web Part Page and Document. There is nothing really special about this library's content types. Dashboards in SharePoint are just.aspx pages that host web parts. The web parts are what actually display the business intelligence information. One special feature of this library is that it does have the PerformancePoint tab on its tool bar for launching PerformancePoint Designer. We'll be covering how to use PerformancePoint Designer to create dashboards in the PerformancePoint chapter of this course. M. Click the Site Contents link in the site's Quick Launch. Version: Printed: Page 27 of 466

35 Configuring SharePoint Sites for Business Intelligence N. Click the Documents library on the Site Contents page. O. Note that the BI Center site comes with some sample content in the form of an Excel spreadsheet file. P. Click the Site Contents link in the site's Quick Launch. Q. Click the Pages library on the Site Contents page. R. Click the excel services sample page link in the library All Documents view. Page 28 of 466 Copyright 2016 Webucator. All rights reserved.

36 Configuring SharePoint Sites for Business Intelligence S. Note that this page has an Excel web part that is showing content from the Excel file located in the Site Contents library. This is an example of a dashboard that is using Excel services. We'll work with Excel services and the Excel web part in the Excel Services chapter of this course. T. Click the Back arrow in your browser to navigate back to the All Documents view of the Pages library. U. Click the pessimal page link in the library All Documents view. Version: Printed: Page 29 of 466

37 Configuring SharePoint Sites for Business Intelligence V. Note that this page does not have any actual PerformancePoint content. It does have descriptions of content and features that PerformancePoint offers along with a link to launch Dashboard Designer. W. That's it for the exploration of the Business Intelligence Center, we can navigate back to the site. We'll use the Contoso team site for the rest of the course. Page 30 of 466 Copyright 2016 Webucator. All rights reserved.

38 Configuring SharePoint Sites for Business Intelligence Exercise 1 Configure an Existing SharePoint Team Site for Business Intelligence 20 to 30 minutes Note that the instructions for this exercise are exactly the same as the walk-through example. 1. Navigate to the Contoso Team site at Version: Printed: Page 31 of 466

39 Configuring SharePoint Sites for Business Intelligence 2. Activate the PerformancePoint Site Collection Features feature and explore the changes. A. Click Settings menu and then choose Site settings from the options. B. Click the Site collection features link listed under Site Collection Administration. C. Scroll down the list of features and find the PerformancePoint Services Site Collection Features option and click the Activate button. Once the page refreshes the feature should have the blue Active label next to the button that should now be labeled Deactivate. Page 32 of 466 Copyright 2016 Webucator. All rights reserved.

40 Configuring SharePoint Sites for Business Intelligence 3. Verify the PerformancePoint content types have been added to the site collection. A. Click Settings menu and then choose Site settings from the options. B. Click the Site content types link listed under the Web Designer Galleries group on the Site Settings page. C. Scroll down the list of content types and look for ones listed under the heading of PerformancePoint. These content types were added by the activation of the PerformancePoint Site Collection Features. In the PerformancePoint chapter of this course we will use those content types to create PerformancePoint content. Version: Printed: Page 33 of 466

41 Configuring SharePoint Sites for Business Intelligence 4. Activate the PerformancePoint Services Site Features and create a new PerformancePoint list and data connection library. A. Click Settings menu and then choose Site settings from the options. B. Click the Manage site features link listed under Site Actions. C. Scroll down the list of features and find the PerformancePoint Services Site Features option and click the Activate button. Once the page refreshes the feature should have the blue Active label next to the button that should now be labeled Deactivate. Page 34 of 466 Copyright 2016 Webucator. All rights reserved.

42 Configuring SharePoint Sites for Business Intelligence 5. Create a new PerformancePoint list for storing PerformancePoint content. A. Click Settings menu and then choose Add an app from the options. B. Type "PerformancePoint" in the search box and click the search icon to filter the list of available apps. C. Click the icon labeled PerformancePoint Content List from the filtered apps list. Version: Printed: Page 35 of 466

43 Configuring SharePoint Sites for Business Intelligence D. Type "PerfPointContent" in the Name: field and click the Create button to complete creating the new list. This list will be used in the PerformancePoint chapter, later in this course, to store PerformancePoint content. Page 36 of 466 Copyright 2016 Webucator. All rights reserved.

44 Configuring SharePoint Sites for Business Intelligence 6. Create a new PerformancePoint library for storing PerformancePoint data connections. A. Click Settings menu and then choose Add an app from the options. B. Type "PerformancePoint" in the search box and click the search icon to filter the list of available apps. C. Click the icon labeled DataConnections Library for PerformancePoint from the filtered apps list. Version: Printed: Page 37 of 466

45 Configuring SharePoint Sites for Business Intelligence D. Type "PerfPointConnections" in the Name: field and click the Create button to complete creating the new list. This library will be used in the PerformancePoint chapter, later in this course, to store PerformancePoint data connections. Page 38 of 466 Copyright 2016 Webucator. All rights reserved.

46 Configuring SharePoint Sites for Business Intelligence 7. Verify the new PerformancePoint list and library have the PerformancePoint content types associated with them and there is an extra tab for launching PerformancePoint Designer. A. Click the PerfPointConent link in the site's Quick Launch. B. Click the PerformancePoint tab to open the tool bar and note the icon labeled Dashboard Designer that is used launch the tool for creating PerformancePoint content. We will use Dashboard Designer in the PerformancePoint chapter of this course to create content. C. Click the List tab and select the List Settings icon from the tool bar. Version: Printed: Page 39 of 466

47 Configuring SharePoint Sites for Business Intelligence D. Note that the PerformancePoint content types are already associated with this list. You could optionally add these content types to an existing list to get the PerformancePoint support. We'll add new items based on these content types in the PerformancePoint chapter. E. Click the PerfPointConnectionslink in the site's Quick Launch. F. Click the Library tab and select the List Settings icon from the tool bar. Page 40 of 466 Copyright 2016 Webucator. All rights reserved.

48 Configuring SharePoint Sites for Business Intelligence G. Note that the PerformancePoint content types are already associated with this library. You could optionally add these content types to an existing library to get the PerformancePoint support. We'll add new items based on these content types in the PerformancePoint chapter. 8. Activate the PowerPivot Feature Integration for Site Collections feature and explore the changes. A. Click Settings menu and then choose Site settings from the options. B. Click the Site collection features link listed under Site Collection Administration. C. Scroll down the list of features and find the PowerPivot Feature Integration for Site Collections option and click the Activate button. Once the page refreshes the feature should have the blue Active label next to the button that should now be labeled Deactivate. Version: Printed: Page 41 of 466

49 Configuring SharePoint Sites for Business Intelligence 9. Verify the PowerPivot content types have been added to the site collection. A. Click Settings menu and then choose Site settings from the options. B. Click the Site content types link listed under the Web Designer Galleries group on the Site Settings page. C. At the top of the list of content types should be a group titled Business Intelligence, verify that the content types BI Semantic Model Connection, Data Service Document and PowerPivot Gallery Document are listed. These content types were added by the activation of the PowerPivot Feature Integration for Site Collections. In the PowerPivot chapter of this course we will use those content types to support PowerPivot content. Page 42 of 466 Copyright 2016 Webucator. All rights reserved.

50 Configuring SharePoint Sites for Business Intelligence 10. Create a new PowerPivot Gallery library in the Team site for storing PowerPivot files. A. Click Settings menu and then choose Add an app from the options. B. Type "PowerPivot" in the search box and click the search icon to filter the list of available apps. C. Click the icon labeled PowerPivot Gallery from the filtered apps list. Version: Printed: Page 43 of 466

51 Configuring SharePoint Sites for Business Intelligence D. Type "PowerPivotGallery" in the Name: field and click the Create button to complete creating the new list. This library will be used in the PerformancePoint chapter, later in this course, to store PerformancePoint data connections. 11. Verify the new PowerPivot gallery has the PowerPivot content types associated with it. A. Click the new PowerPivotGallery link in the sites Quick Launch. B. Click the Library tab and then click the Library Settings button on the tool bar. C. Click the Advanced settings link on the library settings page. This library doesn't display the content types by default so we have to change a setting to be able to see the associated content types. Page 44 of 466 Copyright 2016 Webucator. All rights reserved.

52 Configuring SharePoint Sites for Business Intelligence D. Click the Yes option for the Allow management of content types settings option. E. Scroll down and click the OK button to save the changes to the library settings. F. Note that the content types for the library are displayed and it includes the PowerPivot Gallery Document. We will use this library in the PowerPivot chapter of this course to store Excel spreadsheets that have PowerPivot models stored in them. Version: Printed: Page 45 of 466

53 Configuring SharePoint Sites for Business Intelligence Exercise 2 Create a New SharePoint Site Collection with the Business Intelligence Center Template 20 to 30 minutes Note that the instructions for this exercise are exactly the same as the walk-through example. Page 46 of 466 Copyright 2016 Webucator. All rights reserved.

54 Configuring SharePoint Sites for Business Intelligence 1. Create a new site collection using the Business Intelligence Center Template. A. Navigate to the farm's Central Administration site. The address used for this course is if you are using a farm configured with a different address enter it in your browser URL field. B. Click the Create site collections link under the Application Management group of the Central Administration site's home page. C. Make sure the web application chosen is the one you want to use for the new site collection. This course uses D. Type "Contoso BI Site" in the Title field and "contosobi" in the URL field with /sites/ selected in the managed path drop down. Version: Printed: Page 47 of 466

55 Configuring SharePoint Sites for Business Intelligence E. Click the Enterprise tab in the Select a template field and choose the Business Intelligence Center template option. F. Enter "Student" in User name field as the primary site collection administrator and enter "SP_Admin" in the User name field for the secondary site collection administrator. G. Click the OK button at the bottom of the page to complete the creation of the new site collection. Note that it can take a while for SharePoint to complete provisioning the new site collection. H. Once SharePoint has completed creating the site the page should refresh with a link to the new site collection. Click the link to navigate to the new BI site, it should open the site in a separate browser tab. Page 48 of 466 Copyright 2016 Webucator. All rights reserved.

56 Configuring SharePoint Sites for Business Intelligence We could have added the Business Intelligence Center as a child site to our existing team site. The one downside to doing that is that the Business Intelligence Center site template relies on the site collection level feature SharePoint Server Publishing Infrastructure. We could have enabled that feature but for basic collaboration purposes it is unnecessary. None of the Business Intelligence features we will be working with in this course require the publishing features, I'm not sure why the Business Intelligence Center template was based from it. Version: Printed: Page 49 of 466

57 Configuring SharePoint Sites for Business Intelligence 2. Explore the new Business Intelligence Center site out-of-the-box content. A. Note the links on the home page of the Business Intelligence center. These links open dialog boxes with information about the specific service link you click along with additional links to documentation from Microsoft's official site. B. Click the Site Contents link in the site's Quick Launch. Page 50 of 466 Copyright 2016 Webucator. All rights reserved.

58 Configuring SharePoint Sites for Business Intelligence C. Note that the Business Intelligence Center comes already provisioned with some lists and libraries for BI content. Most of the lists and libraries in the out-of-the-box BI center site are either for the Publishing feature or are standard SharePoint content containers such as the Documentslibrary. The only lists/libraries specifically for BI purposes are the Data Connections library, PerformancePoint Content list and the Dashboards library. 3. Explore the site collection and site level features enabled by default on the Business Intelligence Center site. Version: Printed: Page 51 of 466

59 Configuring SharePoint Sites for Business Intelligence A. Click Settings menu and then choose Site settings from the options. B. Click the Site collection features link listed under Site Collection Administration. C. Scroll down the list of site collection features and note that the PerformancePoint Services Site Collection Features is already activated for the site collection. Page 52 of 466 Copyright 2016 Webucator. All rights reserved.

60 Configuring SharePoint Sites for Business Intelligence D. If we look below the PerformancePoint Services Site Collection Features we'll see that the Power View Integration Feature is active but the PowerPivot Feature Integration for Site Collections feature is not. If we wanted to create a PowerPivot Gallery we would have to enable the feature. We don't need to enable the feature for this course we're going to use the Contoso team site in the PowerPivot chapter. E. Click Settings menu and then choose Site settings from the options. F. Click the Manage site features link listed under Site Actions. G. Scroll down the list of site level features and note that the PerformancePoint Services Site Features is active by default. 4. Explore the default BI lists and libraries in a Business Intelligence Center site. A. Click the Site Contents link in the site's Quick Launch. B. Click the Data Connections library on the Site Contents page. Version: Printed: Page 53 of 466

61 Configuring SharePoint Sites for Business Intelligence C. Click the Library tab and select the Library Settings icon from the tool bar. D. Note that the PerformancePoint content types are already associated with this library. E. Click the Site Contents link in the site's Quick Launch. F. Click the PerformancePoint Content list on the Site Contents page. G. Click the List tab and select the List Settings icon from the tool bar. Page 54 of 466 Copyright 2016 Webucator. All rights reserved.

62 Configuring SharePoint Sites for Business Intelligence H. Note that the PerformancePoint content types are already associated with this list. I. Click the Site Contents link in the site's Quick Launch. J. Click the Dashboards library on the Site Contents page. K. Click the Library tab and select the Library Settings icon from the tool bar. L. Note that the default content types for Dashboards library are Web Part Page and Document. There is nothing really special about this library's content types. Dashboards in SharePoint are just.aspx pages that host web parts. The web parts are what actually display the business intelligence information. One special feature of this library is that it does have the PerformancePoint tab on its tool bar for launching PerformancePoint Designer. We'll be covering how to use PerformancePoint Designer to create dashboards in the PerformancePoint chapter of this course. M. Click the Site Contents link in the site's Quick Launch. Version: Printed: Page 55 of 466

63 Configuring SharePoint Sites for Business Intelligence N. Click the Documents library on the Site Contents page. O. Note that the BI Center site comes with some sample content in the form of an Excel spreadsheet file. P. Click the Site Contents link in the site's Quick Launch. Q. Click the Pages library on the Site Contents page. R. Click the excel services sample page link in the library All Documents view. Page 56 of 466 Copyright 2016 Webucator. All rights reserved.

64 Configuring SharePoint Sites for Business Intelligence S. Note that this page has an Excel web part that is showing content from the Excel file located in the Site Contents library. This is an example of a dashboard that is using Excel services. We'll work with Excel services and the Excel web part in the Excel Services chapter of this course. T. Click the Back arrow in your browser to navigate back to the All Documents view of the Pages library. U. Click the pessimal page link in the library All Documents view. Version: Printed: Page 57 of 466

65 Configuring SharePoint Sites for Business Intelligence V. Note that this page does not have any actual PerformancePoint content. It does have descriptions of content and features that PerformancePoint offers along with a link to launch Dashboard Designer. W. That's it for the exploration of the Business Intelligence Center, we can navigate back to the site. We'll use the Contoso team site for the rest of the course. Page 58 of 466 Copyright 2016 Webucator. All rights reserved.

66 Configuring SharePoint Sites for Business Intelligence 1.5 Conclusion In this lesson, you have learned How to activate business intelligence features on an existing team site. How to create a list for storing PerformancePoint content in a team site. How to create a library for storing PerformancePoint data connections in a team site. How to create a library for storing PowerPivot files in a team site. How to create a new site using the Business Intelligence Center template. What is included with the out-of-the-box Business Intelligence Center site. Version: Printed: Page 59 of 466

67 Configuring SharePoint Sites for Business Intelligence Page 60 of 466 Copyright 2016 Webucator. All rights reserved.

68 7. SharePoint PerformancePoint Services In this lesson, you will learn What PerformancePoint is. 2. What Dashboard Designer is. 3. How to create a PerformancePoint data connection. 4. How to create a PerformancePoint KPI. 5. How to create a PerformancePoint Scorecard. 6. How to create a PerformancePoint Report. 7. How to create and deploy a PerformancePoint dashboard. PerformancePoint is a SharePoint tool that's main function is creating KPI's, scorecards, and dashboards. When PerformancePoint was incorporated into SharePoint 2010 it was arguably the preferred tool for SharePoint business intelligence artifact creation. At the time of this writing it seems PerformancePoint is near the end of its life cycle. It was rumored that SharePoint 2016 would not include PerformancePoint but it was eventually ported in to maintain backwards compatibility but no new features where added. Since PerformancePoint is still part of SharePoint the goal of this course is to cover the basics. But based on the potential removal of PerformancePoint this course is not designed to delve into all of the features and functions of PerformancePoint. 7.1 Using Dashboard Designer and Creating a Connection Dashboard Designer is the primary tool for creating PerformancePoint artifacts. Dashboard Designer can be installed using click-once technology, from any SharePoint list or library that has the PerformancePoint content types added. Data connections is a fundamental type artifact for building KPIs and reports with Dashboard Designer. We can create data connections to SQL data models, datasets, Excel workbooks and SharePoint lists. If the data source is two dimensional data, such as a SharePoint list, Dashboard Designer creates a pseudo data model that we can modify through the data connection object. Version: Printed: Page 343 of 466

69 Walk-through: Creating a Connection Using Dashboard Designer 1. Create a new PerformancePoint connection in the PerfPointConnections library in our team site. A. Navigate to the home page of the Contoso Team site using the URL B. Click the PerfPointConnections link in the site's Quick Launch menu. C. On the library tool bar click the PERFORMANCEPOINT tab then click the Dashboard Designer button. D. Click the Open on the Internet Explorer prompt asking if you want to open the application. Page 344 of 466 Copyright 2016 Webucator. All rights reserved.

70 E. From the Dashboard Designer window right-click the PerfPointConnections in the Workspace Browser panel and choose the New Data Source option. F. Select SharePoint List from the template choices in the Select a Data Source Template dialog and click the OK button. Version: Printed: Page 345 of 466

71 G. Type FastCarsConn for the name of the connection in the Workspace Browser panel. H. Type the URL in the SharePoint Site field of the Connection Settings panel. Page 346 of 466 Copyright 2016 Webucator. All rights reserved.

72 I. In the same Connection Settings panel select All Lists in the SharePoint Site List drop-down field and choose Favorite Cars in the List drop-down field. 2. Save the new PerformancePoint connection and workspace and verify the connections is stored in our SharePoint library. A. Click the Save All icon in the Dashboard Designer window. B. Type ContosoWorkspace for the File name field in the Save As dialog and click the Save button. Note that this save the workspace file to the documents folder of the local machine by default. We could save it to a location in SharePoint if so desired. The Dashboard Designer connection artifact is automatically saved to our SharePoint library which we will verify in the next step. The workspace is just a convenient container for creating and using the PerformancePoint artifacts. Version: Printed: Page 347 of 466

73 C. Switch back to the browser window and click the PerfPointConnections library link in the Quick Launch to refresh the view. D. Verify that the FastCarsConn connection files displays in the library view. 3. Edit the FastCarsConn connection to change how the fields are viewed in Dashboard Designer. A. Switch back to the Dashboard Designer window. B. With FastCarsConn selected in the Workspace Browser panel click the View tab on the FastCarsConn connection. C. Select the Make field from the View tab and change the Column Type property to Fact. PerformancePoint creates a kind of pseudo multidimensional model for flat data sources such as a SharePoint list. The View settings enable us to change how the fields are used in that model. Changing a field from dimension to a fact will allow us to add it as detail information on the KPI we'll create later in this section. Page 348 of 466 Copyright 2016 Webucator. All rights reserved.

74 D. Click the Save icon in the upper left of the Dashboard Designer window to save the change. E. Close Dashboard Designer. Click Yes if asked to save any files. 7.2 Creating a KPI using Dashboard Designer One of the main functions of PerformancePoint is to create KPIs that can be displayed on a web page dashboard. A KPI is a visual indicator of the state or value of some data field. Ideally a glance at a dashboard with KPIs can alert us of any potential problems or abnormalities with the corresponding data source. Version: Printed: Page 349 of 466

75 Walk-through: Creating a PerformancePoint KPI with Dashboard Designer 1. Open the ContosoWorkspace file created from the earlier walk-through. A. Open a Windows file explorer window. B. Navigate to the Documents folder and double-click the ContosoWorkspace file. C. Verify that the connection shown at the bottom of the Dashboard Designer window is to our team site. 2. Create a new KPI in the PerfPointContent list that is linked to the FastCarsConn connection object. Page 350 of 466 Copyright 2016 Webucator. All rights reserved.

76 A. Right-click the PerfPointContent in the Workspace Browser panel and choose New and then KPI from the options menu. B. Click the OK button with Blank KPI selected on the Select a KPI Template dialog. Version: Printed: Page 351 of 466

77 C. Replace the text Actual with Actual Speed in the Name column of the first row of the New KPI Actual and Targets panel grid. D. Replace the text Target with Target Speed in the Name column of the second row of the New KPI Actual and Targets panel grid. E. Click the 1 (Fixed values) link under the Data Mappings column in the Actual Speed row. F. Click the Change Source... button in the Fixed Values Data Source Mapping dialog. Page 352 of 466 Copyright 2016 Webucator. All rights reserved.

78 G. Select the FastCarsConn connection in the Select a Data Source dialog and click the OK button. H. Select Top Speed in the Select a measure drop-down of the Dimensional Data Source Mapping dialog window and click the OK button. Version: Printed: Page 353 of 466

79 I. Click the 1 (Fixed values) link under the Data Mappings column in the Target Speed row and then click the Set Scoring Pattern and Indicator in the Thresholds panel. J. Select Band by numeric value of Actual in the Banding method drop-down of the Edit Banding Settings dialog and click the Next button. K. Click the Next button the Select an Indicator page of the Edit Banding Settings dialog, leaving the default indicator set to Stoplight and click the Next button. Note that we could change the indicator here is we wanted to but to keep this exercise simple we'll leave the default. L. Click the Finish button on the last page of the dialog. Page 354 of 466 Copyright 2016 Webucator. All rights reserved.

80 M. Change the values in the Thresholds panel to match the screen capture. The setting should be, Best = 300, Threshold 2 = 250, Threshold 1 = 210 and Worst = 0. N. Click the Properties tab on the New KPI editor. O. Change the Name property of the KPI to be Fast Cars KPI. P. Click the Save all icon in the upper left corner of the Dashboard Designer window. Version: Printed: Page 355 of 466

81 3. Add a New Actual value to the Fast Cars KPI that displays the Manufacturer property. A. With the Fast Cars KPI selected in the Workspace Browser click the New Actual button in the Actual and Targets panel of the KPI editor. B. Type Car Make in the Name field of the new actual value row. C. Click the 1 (Fixed values) link in the Data Mappings field of the new actual row. Page 356 of 466 Copyright 2016 Webucator. All rights reserved.

82 D. Click the Change Source... button in the Fixed Values Data Source Mapping dialog. E. Select the FastCarsConn connection in the Select a Data Source dialog and click the OK button. Version: Printed: Page 357 of 466

83 F. Select Make in the Select a measure drop-down of the Dimensional Data Source Mapping dialog window and click the OK button. The Make field is only available as a measure because we changed it to a measure type in the data connection editor in an earlier step. G. Click the Save all icon in the upper left corner of the Dashboard Designer window. 7.3 Creating a PerformancePoint Scorecard Scorecards in PerformancePoint are used to create a display for KPIs. The KPIs can be inserted into a scorecard along with dimensional fields for grouping and aggregating the fact data from the KPI. The score card can then be displayed on SharePoint web pages by either creating a dashboard or by manually adding a PerformancePoint Scorecard web part to a page. Page 358 of 466 Copyright 2016 Webucator. All rights reserved.

84 Walk-through: Using Dashboard Designer to create a PerformancePoint Scorecard 1. Create a new PerformancePoint Scorecard in the PerfPointContent list of our ContosoWorkspace. A. Right-click the PerfPointContent in the Workspace Browser panel and choose New and then Scorecard from the options menu. B. Click the check box labeled Use wizard to create scorecards to uncheck the option and click the OK button. Version: Printed: Page 359 of 466

85 C. Type Fast Cars Scorecard for the name of the scorecard in the Workspace Browser panel. D. In the Details panel expand KPIs, then expand PerfPointContent and then drag the Fast Cars KPI and drop it on the top Drop items here panel of the scorecard. E. In the Data Source panel below the Details panel select FastCarsConn in the drop-down list box. Page 360 of 466 Copyright 2016 Webucator. All rights reserved.

86 F. In the Details panel expand Dimensions and then drag the Model dimension to the remaining Drop items here region of the scorecard. G. Click each one of the models listed in the Select Members dialog and click the OK button. 2. Preview the scorecard and indicators in Dashboard Designer. Version: Printed: Page 361 of 466

87 A. On Dashboard Designer's tool bar click the Edit tab and then click the Update button. B. Verify the scorecard looks similar to the screen capture below. Note that the Actual Speed is displayed as a decimal and that the Target Speed is displayed as a percentage of the actual speed against 1. In the next series of steps we will make changes that will improve what is displayed in the scorecard. Page 362 of 466 Copyright 2016 Webucator. All rights reserved.

88 3. Edit the Fast Cars KPI to improve its display on the scorecard. A. Click the Fast Cars KPI to select it in the Workspace Browser panel. B. Click the Default link for the Actual Speed and the Number column of the Actual and Targets grid panel. C. Change the Format field drop-down to Number and click the OK button. Note that it defaults to 0 decimals but we could adjust that as well as other properties to whatever is appropriate for the field. Version: Printed: Page 363 of 466

89 D. Click the 1 (Fixed values) link for the Target Speed row in the Data Mappings column. E. Change the Value field to 300 to match what we set as the Best value for our scoring pattern, click OK to save the change. F. Click the Fast Cars Scorecard in the Workspace Browser panel. G. Click the Update button on the Edit of the Dashboard Designer tool bar. Page 364 of 466 Copyright 2016 Webucator. All rights reserved.

90 H. Verify that the Fast Cars Scorecard displays similar to the following image. I. Click the Save all icon in the upper left corner of the Dashboard Designer window. 4. Edit the Fast Cars Scorecard so that the Actual Speed and Target Speed columns are side by side and the Car Make column is next to the Model. A. Click the Fast Cars Scorecard in the Workspace Browser panel. Version: Printed: Page 365 of 466

91 B. Right-click the Car Make column heading and choose the Delete option from the menu. C. Expand the Metrics group in the Details panel and drag and drop the Car Make metric to the left of the Actual Speed column heading, a blue bar and tool tip labeled Previous sibling should appear when hovering over the left border edge of the cell. D. Click the Update button on the Edit of the Dashboard Designer tool bar. Page 366 of 466 Copyright 2016 Webucator. All rights reserved.

92 E. Verify that the scorecard looks like the following image. F. Click the Save all icon in the upper left corner of the Dashboard Designer window. 7.4 Creating a PerformancePoint Report One of the capabilities of PerformancePoint and Dashboard designer is to create reports. The following image shows the selection of report template choices offered by Dashboard Designer. Version: Printed: Page 367 of 466

93 The Excel Services and Reporting Services reports are just links to either and Excel workbook or a SQL Reporting Services report already created. What is created by Dashboard Designer is really just a reference to these existing items. Having that reference though allows us to web page dashboards that we create with Dashboard Designer. Later in this chapter we'll walk through creating a simple dashboard. The KPI Details report can be added to a dashboard with a scorecard and KPI; the details report will display information on how the KPI values are calculated. The Strategy Map is generally used to help explain how a parent objective KPI and its child KPIs are related. The strategy map is created as a Visio drawing and imported into the Strategy Map report object. The Analytic Chart and Analytic Grid are actual new reports created solely by Dashboard Designer. The one main caveat to these reports is that they can only be linked to data models hosted by SQL Analysis Server. Page 368 of 466 Copyright 2016 Webucator. All rights reserved.

94 Walk-through: Creating an Analytic Chart with Dashboard Designer 1. Create a new connection to an instance of SQL Analysis Server and a tabular data model. A. From the Dashboard Designer window right-click the PerfPointConnections in the Workspace Browser panel and choose the New Data Source option. B. Select Analysis Services from the template choices in the Select a Data Source Template dialog and click the OK button. C. Type localhost in the Server field of the New Data Source. D. Select AdWorksModel from the Database drop-down field. Version: Printed: Page 369 of 466

95 E. Select Model in the Cube drop-down field. F. Click the Properties tab of the New Data Source and type Adworks Internet Sales Connection for the Name field. G. Click the Save all icon in the upper left corner of the Dashboard Designer window. 2. Create a new Analytic Chart report using the Adworks Internet Sales Connection. A. Right-click the PerfPointContent container in the Workspace Browser panel and choose Report from the New sub menu. Page 370 of 466 Copyright 2016 Webucator. All rights reserved.

96 B. Select Analytic Chart from the template choices and click the OK button. C. Select Adworks Internet Sales Connection on the Select a Data Source dialog and click the Finish button. D. Type Sales Chart in the name field of the Workspace Browser panel. Version: Printed: Page 371 of 466

97 E. Expand the Measures group in the Details panel and drag Sum of Profit to the Bottom Axis panel. F. In the Details panel expand the Dimensions group then the Geography dimension and then drag the Location field and drop it into the Series panel. Page 372 of 466 Copyright 2016 Webucator. All rights reserved.

98 G. Click in the middle of the big blue bar in the Sales Chart. H. Verify that the Sales Chart now displays a bar indicating profit for each country. Version: Printed: Page 373 of 466

99 I. Click the Save all icon in the upper left corner of the Dashboard Designer window. 7.5 Creating PerformancePoint Dashboards The dashboard is the last piece in the PerformancePoint puzzle. A PerformancePoint dashboards is really just a SharePoint Web Part page. Using the Dashboard Designer tool, we can create new dashboards from predefined layouts. Dashboard Designer also allows us to modify the layout after the page has been created. From there it is just a matter of dragging and dropping artifacts such as scorecards and reports onto the dashboard. Once the dashboard is ready we can use Dashboard Designer to publish it to our SharePoint site. Page 374 of 466 Copyright 2016 Webucator. All rights reserved.

100 Walk-through: Creating and Deploying a PerformancePoint Dashboard 1. Use Dashboard Designer to create a new dashboard page and modify the default layout. A. Right-click the PerfPointContent container and choose Dashboard from the New sub menu. B. From the list of predefined page templates choose the 1 Zone template and click the OK button. Version: Printed: Page 375 of 466

101 C. Type Demo Dashboard for the name in the Workspace Browser panel. D. Right-click in the middle of the dashboard content panel and choose Split Zone from the menu. E. Verify that the dashboard page now has two areas we can add items into. Page 376 of 466 Copyright 2016 Webucator. All rights reserved.

102 2. Add the Fast Cars Scorecard and the Sales Chart to the new Demo Dashboard. A. In the Details panel expand Scorecards and then expand PerfPointContent and then drag Fast Cars Scorecard onto the top panel labeled Column. Version: Printed: Page 377 of 466

103 B. In the Details panel expand Reports and then expand PerfPointContent and then drag Sales Chart onto the bottom panel labeled Zone 1. C. Click the Save all icon in the upper left corner of the Dashboard Designer window. 3. Deploy the Sales Chart dashboard to the Contoso Team Site and view the results. Page 378 of 466 Copyright 2016 Webucator. All rights reserved.

104 A. Right-click the Demo Dashboard in the Workspace Browser and choose Deploy to SharePoint... form the menu options. B. Click the OK button on the dialog window to deploy the dashboard page to the Site Pages library using the Default Site Master Page option. Version: Printed: Page 379 of 466

105 C. Verify that the dashboard page opens in a browser window and displays both the scorecard with KPIs and the analytic chart. D. Right-click one of the bars in the Sales Chart and note the options available including the ability to Drill Up and Drill Down into the chosen data bar. E. Select Decomposition Tree in the menu opened from the previous step. Note this option is only displayed if the browser has the Silverlight plug-in installed. Page 380 of 466 Copyright 2016 Webucator. All rights reserved.

106 F. Verify that a window opens displaying a decomposition tree as another means of navigating the data structures. G. Close the browser window and close Dashboard Designer. Version: Printed: Page 381 of 466

107 Exercise to 15 minutes Creating a Connection Using Dashboard Designer Note that the instructions for this exercise are exactly the same as the walk-through examples. Page 382 of 466 Copyright 2016 Webucator. All rights reserved.

108 1. Create a new PerformancePoint connection in the PerfPointConnections library in our team site. A. Navigate to the home page of the Contoso Team site using the URL B. Click the PerfPointConnections link in the site's Quick Launch menu. C. On the library tool bar click the PERFORMANCEPOINT tab then click the Dashboard Designer button. D. Click the Open on the Internet Explorer prompt asking if you want to open the application. Version: Printed: Page 383 of 466

109 E. From the Dashboard Designer window right-click the PerfPointConnections in the Workspace Browser panel and choose the New Data Source option. F. Select SharePoint List from the template choices in the Select a Data Source Template dialog and click the OK button. Page 384 of 466 Copyright 2016 Webucator. All rights reserved.

110 G. Type FastCarsConn for the name of the connection in the Workspace Browser panel. H. Type the URL in the SharePoint Site field of the Connection Settings panel. Version: Printed: Page 385 of 466

111 I. In the same Connection Settings panel select All Lists in the SharePoint Site List drop-down field and choose Favorite Cars in the List drop-down field. 2. Save the new PerformancePoint connection and workspace and verify the connections is stored in our SharePoint library. A. Click the Save All icon in the Dashboard Designer window. B. Type ContosoWorkspace for the File name field in the Save As dialog and click the Save button. Note that this save the workspace file to the documents folder of the local machine by default. We could save it to a location in SharePoint if so desired. The Dashboard Designer connection artifact is automatically saved to our SharePoint library which we will verify in the next step. The workspace is just a convenient container for creating and using the PerformancePoint artifacts. Page 386 of 466 Copyright 2016 Webucator. All rights reserved.

112 C. Switch back to the browser window and click the PerfPointConnections library link in the Quick Launch to refresh the view. D. Verify that the FastCarsConn connection files displays in the library view. 3. Edit the FastCarsConn connection to change how the fields are viewed in Dashboard Designer. A. Switch back to the Dashboard Designer window. B. With FastCarsConn selected in the Workspace Browser panel click the View tab on the FastCarsConn connection. C. Select the Make field from the View tab and change the Column Type property to Fact. PerformancePoint creates a kind of pseudo multidimensional model for flat data sources such as a SharePoint list. The View settings enable us to change how the fields are used in that model. Changing a field from dimension to a fact will allow us to add it as detail information on the KPI we'll create later. Version: Printed: Page 387 of 466

113 D. Click the Save icon in the upper left of the Dashboard Designer window to save the change. E. Close Dashboard Designer. Click Yes if asked to save any files. Page 388 of 466 Copyright 2016 Webucator. All rights reserved.

114 Exercise to 20 minutes Creating a KPI Using Dashboard Designer Note that the instructions for this exercise are exactly the same as the walk-through examples. Version: Printed: Page 389 of 466

115 1. Open the ContosoWorkspace file created from the earlier walk-through. A. Open a Windows file explorer window. B. Navigate to the Documents folder and double-click the ContosoWorkspace file. C. Verify that the connection shown at the bottom of the Dashboard Designer window is to our team site. 2. Create a new KPI in the PerfPointContent list that is linked to the FastCarsConn connection object. A. Right-click the PerfPointContent in the Workspace Browser panel and choose New and then KPI from the options menu. Page 390 of 466 Copyright 2016 Webucator. All rights reserved.

116 B. Click the OK button with Blank KPI selected on the Select a KPI Template dialog. C. Replace the text Actual with Actual Speed in the Name column of the first row of the New KPI Actual and Targets panel grid. Version: Printed: Page 391 of 466

117 D. Replace the text Target with Target Speed in the Name column of the second row of the New KPI Actual and Targets panel grid. E. Click the 1 (Fixed values) link under the Data Mappings column in the Actual Speed row. F. Click the Change Source... button in the Fixed Values Data Source Mapping dialog. Page 392 of 466 Copyright 2016 Webucator. All rights reserved.

118 G. Select the FastCarsConn connection in the Select a Data Source dialog and click the OK button. H. Select Top Speed in the Select a measure drop-down of the Dimensional Data Source Mapping dialog window and click the OK button. Version: Printed: Page 393 of 466

119 I. Click the 1 (Fixed values) link under the Data Mappings column in the Target Speed row and then click the Set Scoring Pattern and Indicator in the Thresholds panel. J. Select Band by numeric value of Actual in the Banding method drop-down of the Edit Banding Settings dialog and click the Next button. K. Click the Next button the Select an Indicator page of the Edit Banding Settings dialog, leaving the default indicator set to Stoplight and click the Next button. Note that we could change the indicator here is we wanted to but to keep this exercise simple we'll leave the default. L. Click the Finish button on the last page of the dialog. Page 394 of 466 Copyright 2016 Webucator. All rights reserved.

120 M. Change the values in the Thresholds panel to match the screen capture. The setting should be, Best = 300, Threshold 2 = 250, Threshold 1 = 210 and Worst = 0. N. Click the Properties tab on the New KPI editor. O. Change the Name property of the KPI to be Fast Cars KPI. P. Click the Save all icon in the upper left corner of the Dashboard Designer window. Version: Printed: Page 395 of 466

121 3. Add a New Actual value to the Fast Cars KPI that displays the Manufacturer property. A. With the Fast Cars KPI selected in the Workspace Browser click the New Actual button in the Actual and Targets panel of the KPI editor. B. Type Car Make in the Name field of the new actual value row. C. Click the 1 (Fixed values) link in the Data Mappings field of the new actual row. Page 396 of 466 Copyright 2016 Webucator. All rights reserved.

122 D. Click the Change Source... button in the Fixed Values Data Source Mapping dialog. E. Select the FastCarsConn connection in the Select a Data Source dialog and click the OK button. Version: Printed: Page 397 of 466

123 F. Select Make in the Select a measure drop-down of the Dimensional Data Source Mapping dialog window and click the OK button. The Make field is only available as a measure because we changed it to a measure type in the data connection editor in an earlier step. G. Click the Save all icon in the upper left corner of the Dashboard Designer window. Page 398 of 466 Copyright 2016 Webucator. All rights reserved.

124 Exercise to 20 minutes Creating a PerformancePoint Scorecard Note that the instructions for this exercise are exactly the same as the walk-through examples. Version: Printed: Page 399 of 466

125 1. Create a new PerformancePoint Scorecard in the PerfPointContent list of our ContosoWorkspace. A. Right-click the PerfPointContent in the Workspace Browser panel and choose New and then Scorecard from the options menu. B. Type Fast Cars Scorecard for the name of the scorecard in the Workspace Browser panel. C. In the Details panel expand KPIs, then expand PerfPointContent and then drag the Fast Cars KPI and drop it on the top Drop items here panel of the scorecard. Page 400 of 466 Copyright 2016 Webucator. All rights reserved.

126 D. In the Data Source panel below the Details panel select FastCarsConn in the drop-down list box. E. In the Details panel expand Dimensions and then drag the Model dimension to the remaining Drop items here region of the scorecard. Version: Printed: Page 401 of 466

127 F. Click each one of the models listed in the Select Members dialog and click the OK button. 2. Preview the scorecard and indicators in Dashboard Designer. A. On Dashboard Designer's tool bar click the Edit tab and then click the Update button. Page 402 of 466 Copyright 2016 Webucator. All rights reserved.

128 B. Verify the scorecard looks similar to the screen capture below. Note that the Actual Speed is displayed as a decimal and that the Target Speed is displayed as a percentage of the actual speed against 1. In the next series of steps we will make changes that will improve what is displayed in the scorecard. Version: Printed: Page 403 of 466

129 3. Edit the Fast Cars KPI to improve its display on the scorecard. A. Click the Fast Cars KPI to select it in the Workspace Browser panel. B. Click the Default link for the Actual Speed and the Number column of the Actual and Targets grid panel. C. Change the Format field drop-down to Number and click the OK button. Note that it defaults to 0 decimals but we could adjust that as well as other properties to whatever is appropriate for the field. Page 404 of 466 Copyright 2016 Webucator. All rights reserved.

130 D. Click the 1 (Fixed values) link for the Target Speed row in the Data Mappings column. E. Change the Value field to 300 to match what we set as the Best value for our scoring pattern, click OK to save the change. F. Click the Fast Cars Scorecard in the Workspace Browser panel. G. Click the Update button on the Edit of the Dashboard Designer tool bar. Version: Printed: Page 405 of 466

131 H. Verify that the Fast Cars Scorecard displays similar to the following image. I. Click the Save all icon in the upper left corner of the Dashboard Designer window. 4. Edit the Fast Cars Scorecard so that the Actual Speed and Target Speed columns are side by side and the Car Make column is next to the Model. A. Click the Fast Cars Scorecard in the Workspace Browser panel. Page 406 of 466 Copyright 2016 Webucator. All rights reserved.

132 B. Right-click the Car Make column heading and choose the Delete option from the menu. C. Expand the Metrics group in the Details panel and drag and drop the Car Make metric to the left of the Actual Speed column heading, a blue bar and tool tip labeled Previous sibling should appear when hovering over the left border edge of the cell. D. Click the Update button on the Edit of the Dashboard Designer tool bar. Version: Printed: Page 407 of 466

133 E. Verify that the scorecard looks like the following image. F. Click the Save all icon in the upper left corner of the Dashboard Designer window. Page 408 of 466 Copyright 2016 Webucator. All rights reserved.

134 Exercise to 20 minutes Creating a PerformancePoint Report Note that the instructions for this exercise are exactly the same as the walk-through examples. Version: Printed: Page 409 of 466

135 1. Create a new connection to an instance of SQL Analysis Server and a tabular data model. A. From the Dashboard Designer window right-click the PerfPointConnections in the Workspace Browser panel and choose the New Data Source option. B. Select Analysis Services from the template choices in the Select a Data Source Template dialog and click the OK button. C. Type localhost in the Server field of the New Data Source. D. Select AdWorksModel from the Database drop-down field. Page 410 of 466 Copyright 2016 Webucator. All rights reserved.

136 E. Select Model in the Cube drop-down field. F. Click the Properties tab of the New Data Source and type Adworks Internet Sales Connection for the Name field. G. Click the Save all icon in the upper left corner of the Dashboard Designer window. 2. Create a new Analytic Chart report using the Adworks Internet Sales Connection. A. Right-click the PerfPointContent container in the Workspace Browser panel and choose Report from the New sub menu. Version: Printed: Page 411 of 466

137 B. Select Analytic Chart from the template choices and click the OK button. C. Select Adworks Internet Sales Connection on the Select a Data Source dialog and click the Finish button. D. Type Sales Chart in the name field of the Workspace Browser panel. Page 412 of 466 Copyright 2016 Webucator. All rights reserved.

138 E. Expand the Measures group in the Details panel and drag Sum of Profit to the Bottom Axis panel. F. In the Details panel expand the Dimensions group then the Geography dimension and then drag the Location field and drop it into the Series panel. Version: Printed: Page 413 of 466

139 G. Click in the middle of the big blue bar in the Sales Chart. H. Verify that the Sales Chart now displays a bar indicating profit for each country. Page 414 of 466 Copyright 2016 Webucator. All rights reserved.

140 I. Click the Save all icon in the upper left corner of the Dashboard Designer window. Version: Printed: Page 415 of 466

141 Exercise to 20 minutes Creating and Deploying a PerformancePoint Dashboard Note that the instructions for this exercise are exactly the same as the walk-through examples. Page 416 of 466 Copyright 2016 Webucator. All rights reserved.

142 1. Use Dashboard Designer to create a new dashboard page and modify the default layout. A. Right-click the PerfPointContent container and choose Dashboard from the New sub menu. B. From the list of predefined page templates choose the 1 Zone template and click the OK button. Version: Printed: Page 417 of 466

143 C. Type Demo Dashboard for the name in the Workspace Browser panel. D. Right-click in the middle of the dashboard content panel and choose Split Zone from the menu. E. Verify that the dashboard page now has two areas we can add items into. Page 418 of 466 Copyright 2016 Webucator. All rights reserved.

144 2. Add the Fast Cars Scorecard and the Sales Chart to the new Demo Dashboard. A. In the Details panel expand Scorecards and then expand PerfPointContent and then drag Fast Cars Scorecard onto the top panel labeled Column. Version: Printed: Page 419 of 466

145 B. In the Details panel expand Reports and then expand PerfPointContent and then drag Sales Chart onto the bottom panel labeled Zone 1. C. Click the Save all icon in the upper left corner of the Dashboard Designer window. 3. Deploy the Sales Chart dashboard to the Contoso Team Site and view the results. Page 420 of 466 Copyright 2016 Webucator. All rights reserved.

146 A. Right-click the Demo Dashboard in the Workspace Browser and choose Deploy to SharePoint... form the menu options. B. Click the OK button on the dialog window to deploy the dashboard page to the Site Pages library using the Default Site Master Page option. Version: Printed: Page 421 of 466

147 C. Verify that the dashboard page opens in a browser window and displays both the scorecard with KPIs and the analytic chart. D. Right-click one of the bars in the Sales Chart and note the options available including the ability to Drill Up and Drill Down into the chosen data bar. E. Select Decomposition Tree in the menu opened from the previous step. Note this option is only displayed if the browser has the Silverlight plug-in installed. Page 422 of 466 Copyright 2016 Webucator. All rights reserved.