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SharePoint PerformancePoint 101
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SharePoint PerformancePoint 101


Basics about PerformancePoint in Microsoft SharePoint 2010 and 2013 and basics in setting it up and getting some information put into it.

Basics about PerformancePoint in Microsoft SharePoint 2010 and 2013 and basics in setting it up and getting some information put into it.

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  • 1. Sure you can add it but what next?
  • 2. Who am I and why am I qualified  I am a SharePoint Administrator who is working for a midsize organization in the suburbs of the Boston, MA area.  I have been working with & using SharePoint since SharePoint Portal Server 2003.  Started Administering with MOSS 2007 and SharePoint Server 2010  My SharePoint 2013 Site -  Twitter - @MLCarter1976 ○ Heavily working with Complete SharePoint Server 2013 - in development
  • 3. Goal and Audience  My goal is to give a broad overview of PerformancePoint  No deep dives ○ Sharks are in the Massachusetts waters - remember!  My audience (besides YOU) is Administrators and IT Pro's  People who want to learn about PerformancePoint and see pretty pictures!
  • 4. I am doing this because everyone is busy and we need to often stop and focus on something. Google Maps - this is why I use BING! Malibu, CA No mudslides, just weird graphic "dip!"
  • 5. PerformancePoint Services – COMPLEX
  • 6. What is needed first?  You need to know what IS PerformancePoint?  A Business Intelligence (BI) application and tool that enables you to organize your vision of organizational goals, processes, and performance requirements in a useful manner, and lets you present data as meaningful information. ○ It is a SharePoint service that let’s you monitor and analyze your business.  You create dashboards, scorecards, and key performance indicators (KPIs) to help people understand objectives and strategies. Credits - 6
  • 7. What is needed to set it up?  SharePoint 2010 / 2013 Enterprise Edition 1. Setup PerformancePoint, which is a service, in the site collection-scope feature. 2. Setup PerformancePoint in the site-scoped feature to enable the Web Parts to become available.  Can then manage data connections within a data connections library  Connection capabilities are: ○ Analysis Services (SQL) ○ SQL Server ○ SharePoint Lists ○ Excel Services 3. Secure Store service  Takes username and password from users and encrypts it and puts it into the database. Generate a key and put in a passphrase. Credits - 2
  • 8. Setup services in Central Administration
  • 9. Start PerformancePoint / Secure Store Services Credits - 7
  • 10. Central Administration – Application Management
  • 11. Manage PerformancePoint Service Application
  • 12. Manage Performance Point Services
  • 13. Need to configure Secure Store Service The account used in Unattended Service Account needs to have permissions on the SQL Database you are connecting to.
  • 14. When add the Secure Store it automatically adds this (don't edit it)
  • 15. Manage Performance Point Services
  • 16. Trusted Locations
  • 17. Configure a Business Intelligence Center 1. Verify that you have the correct administrative credentials. To create a site collection, you must be a member of the Farm Administrators SharePoint group on the computer that is running the SharePoint Central Administration website. 2. On the SharePoint Central Administration website home page, in the left navigation, click Application Management. 3. In Application Management, click Create site collections. 4. In the Title and Description section, in the Title box, type BI Center. 5. In the Web Site Address section, type BICenter in the box. 6. In most instances the complete URL for this site collection is http://your server name/sites/bicenter. 7. In the Template Selection section, click the Enterprise tab, and then click Business Intelligence Center. 8. In the Primary Site Collection Administrator section, type FarmAdmin. 9. Click OK. 10. When the top-level site (Business Intelligence Center) is successfully created, click OK. 11. Assign user permissions to the Business Intelligence Center. Credits - 9
  • 18. Create a site collection Credits - 7
  • 19. Create a BI Center Site
  • 20. Business Intelligence Center  Customized site page with quick launch on left.
  • 21. Monitor Key Performance  Shows a sample of what it looks like on the left.
  • 22. Build and Share Reports
  • 23. Create Dashboards
  • 24. Get Dashboard Developer with PPS link Credits - 7
  • 25. /Pages/ppssample.aspx
  • 26. Run DashboardDesigner.exe a 16MB file
  • 27. Dashboard Designer Credits - 8
  • 28. Dashboard Designer  A desktop application (16MB download) that creates and manages dashboards and their elements, including scorecards, parameters, and strategy maps. ○ Dashboards help organizations measure, monitor, and manage business performance with live data from a variety of business data sources.  Tracks key performance indicators (KPIs) that consolidate data from multiple data sources into a scorecard or strategy map that is visual, intuitive, and interactive. Credits - 4
  • 29. PerformancePoint Dashboard Designer Features  KPIs  Filters  Reports  Dashboards  Indicators  Scorecards
  • 30. KPIs (Key Performance Indicators)  Business metrics that help decision-makers monitor progress toward meeting organizational performance goals.  Measure an organization's performance in a specific area, such as total sales, parts inventory, or sales per region.  A logical and comprehensive way of describing organizational strategies. Credits - 4
  • 31. Filter  Business metrics that help decision-makers monitor progress toward meeting organizational performance goals.  Measure an organization's performance in a specific area, such as total sales, parts inventory, or sales per region.  A logical and comprehensive way of describing organizational strategies. Credits - 4
  • 32. Reports  Reports Web Part  Displays ○ SQL Server Reporting Services Reports (SSRS) ○ Analytic charts ○ Grids ○ Excel Services Reports ○ Strategy Map – needs Visio Credits - 2
  • 33. Dashboard  Multiple items combined into one for fast viewing. Credits - 2
  • 34. Dashboard – same item with 2 views  Multiple items yet the same, but in different views still allow for quick access. Credits - 2
  • 35. Indicator  Indicators are the images used to display the approximate value of a KPI visually in a scorecard. Credits - 11
  • 36. Scorecards  SCORE!  Scorecard Web Part  Renders the KPI (Key Performance Indicators) in a dashboard*. ○ *Dashboards are a user interface that presents information in a way that is easy to understand, like a car dashboard .  Locate and add a Scorecard View a Web Part to a dashboard.  Add KPIs - New and existing - to a scorecard. Credits - 2
  • 37. Web Analytics – Real world Application  Frequency of visits  Popularity  Popularity rank trend  Filtering options for title and department Credits - 2
  • 38. SharePoint 2010 – PerformancePoint Dashboard Designer
  • 39. New Data Source
  • 40. New Data Source - Authentication  Whatever you have for your Unattended Service Account, you will need to have that in the database that you are accessing.
  • 41. Data Connections and Performance Content
  • 42. What is the most important part of PerformancePoint and Dashboard Designer?  Data Services - Analysis Services ○ Most Popular ○ Features people like  Drill into things like sales data and look with multiple dimensions.  Build out your data warehouse and your cubes.  Can look at SharePoint Lists and simple SQL Tables ○ Won’t get full BI Experience Credits - 5
  • 43. Demo SharePoint 2010 Dashboard Designer
  • 44. SharePoint 2013 BI Center  All these hyperlinks in blue, take you to the Internet to show you what you can do, but you need Microsoft Office 2013
  • 45. Where is Dashboard Designer?
  • 46. The ribbon has the Dashboard Designer
  • 47. Download Dashboard Designer
  • 48. Dashboard Designer
  • 49. Similar to 2010 Dashboard Designer
  • 50. Status List / KPI list discontinued  The Status List that was in SharePoint 2010 has been discontinued in 2013.  “Gotcha” with SharePoint List Credits - 10
  • 51. PerformancePoint Service is stopped!  This starts an issue I had with PerformancePoint Service not being started but I “thought” it was!
  • 52. Checked Site Settings and Site Collection features
  • 53. Site Collection Features look good
  • 54. Site Features looks good!
  • 55. Central Admin PPS not started!
  • 56. Message from SharePoint on starting PPS Service  •To access data sources using shared credentials instead of per-user identity, configure the PerformancePoint Unattended Service Account and/or create Target Applications in the Secure Store using SharePoint Central Administration.  •The PerformancePoint web application and site collection features must be enabled in order to use the PerformancePoint capabilities.  •Trusted locations should be configured through manage service applications to prevent use of any site collection or sites, with PPS features enabled, that could allow for unauthorized access to data sources.
  • 57. Service Application PPS was started
  • 58. Data Connections Dashboard Designer  The icons are blue and tells you who you are connected as and to what in the status bar  2013  2010
  • 59. Thank you!  Hopefully I did OK, if not, it’s too late now! You learned about PerformancePoint 101  Matthew Carter  Twitter - @MLCarter1976  Webpage –  Email:
  • 60. Demo SharePoint 2013 Dashboard Designer
  • 61. Credit deserved for my slides  I need to give credit to the slides that I "borrowed" to show with others.  I went on and found PowerPoint slides  I know, what work did "I" do? ○ Well for me, forcing yourself to SIT DOWN and STOP and learn is pretty much what is needed. Pigeon hole some time in and learn!
  • 62. Credit for my slides -  Credits 1  Dan English on Inside PerformancePoint ○  Credits 2  Microsoft SharePoint 2010 Administrator's Companion - Bill English, Brian Alderman, Mark Ferraz - ISBN: 978-0-7356-2720-8  Credits 3  PerformancePoint Services resource center | SharePoint 2010 ○ -
  • 63. More credit for my slides -  Credits 4  PerformancePoint Dashboard Designer ○  Credits 5  Creating BI Solutions with SharePoint 2010 using PerformancePoint Services ○  Credits 6  PerformancePoint Services in SharePoint Server 2013 overview ○  Credits 7  Deploying PerformancePoint 2010 Soup to Nuts ○ 2010-soup-to-nuts.aspx
  • 64.  Credit 8  Getting acquainted with PerformancePoint Dashboard Designer ○ performancepoint-dashboard-designer-HA010369185.aspx#BM3  Credit 9  Configure PerformancePoint Services (SharePoint Server 2013) ○  Credit 10  Discontinued features and modified functionality in Microsoft SharePoint 2013 ○ functionality-in-microsoft-sharepoint-2013-HA102892827.aspx  Credit 11  SharePoint 2010 PerformancePoint Services : Understanding and Working with Indicators ○ understanding-and-working-with-indicators.aspx