Getting Started Introduction to the Business Intelligence Center - EPC Group
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Getting Started Introduction to the Business Intelligence Center - EPC Group

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EPC Group, SharePoint Consulting, SharePoint Consulting Services, SharePoint Consulting Firm, SharePoint 2010, SharePoint Services, SharePoint Firm, SharePoint Consulting Best Practices, Errin ...

EPC Group, SharePoint Consulting, SharePoint Consulting Services, SharePoint Consulting Firm, SharePoint 2010, SharePoint Services, SharePoint Firm, SharePoint Consulting Best Practices, Errin O'Connor, EPC Group, EPC Group.net, SharePoint ECM Consulting, Project Server Consulting, Project Server 2010 Consulting, SharePoint Business Intelligence, SharePoint Mobile, SharePoint Mobility

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Getting Started Introduction to the Business Intelligence Center - EPC Group Document Transcript

  • 1. Getting Started: Introduction to the Business Intelligence CenterApplies to: PerformancePoint Dashboard Designer, SharePoint Server 2010Your organization has data, lots of data, and probably stores that data in a variety of formats, such asdatabases, e-mail messages, and spreadsheet files. The Business intelligence Center site and its toolshelp you organize that data in a useful way and present that data as meaningful information.The Business Intelligence Center is a pre-built Web site, or site template, that is optimized to help youmanage the working elements of business intelligence (BI) reporting: scorecards, dashboards, dataconnections, status lists, status indicators, and so on. You can customize a Business Intelligence Center siteas much as you like, or you can just start by using its built-in tools.The Business Intelligence Center is a great place to start. You can see examples of key BI elements, such asan Excel Services workbook for analysis, charts, and different kinds of dashboards. And, to learn moreabout any example, you can click on conveniently located links that connect to articles with moreinformation. In addition, special-purpose libraries are ready for you to use to create data connections,manage content for PerformancePoint Services or SharePoint BI, and store finished dashboards.The Business Intelligence home page has two main panels: information resources in the center panel, andlinks to pre-built libraries in the Quick Launch panel on the left side of the screen.The center panel – examples and links to helpful informationThe center panel of the Business Intelligence Center home page gives you a quick overview of its specialfeatures. In general, the information panels provide examples of BI tools such as status indicators, analytictools and spreadsheets, and dashboards. You can find information on the simple but powerful tools thatare part of every SharePoint installation with an Enterprise license. In addition, these information panels
  • 2. contain links to information about PerformancePoint Services, which offer extremely powerful andsophisticated tools for performance monitoring and analysis.SECTION DESCRIPTIONMonitor Key In the Monitor Key Performance panel, you can find links to information aboutPerformance different approaches to monitoring performance, SharePoint Status Lists and scorecards in PerformancePoint Services. SharePoint Status Lists are quick and easy to create PerformancePoint scorecards offer sophisticated hierarchies and connection to special analytic reports.Build and Share In the Build and Share Reports panel, you can find links to information about ExcelReports Services, and about the interactive visualization tools in PerformancePoint Services. Excel Services enables you to design your problem solution in Excel, the most popular BI tool in the world. You can build spreadsheets, PivotTables, and charts, and then publish those reports to SharePoint. Data visualization tools in PerformancePoint Services include charts and graphs that are linked to designated Key Performance Indicators, Strategy Maps, linked geographic maps, and many other options.Create In the Create Dashboards panel, you can find links to information about how toDashboards create dashboards by using tools in SharePoint alone, or by using tools in PerformancePoint Services. The links in this panel include Start using PerformancePoint Services, which opens a home page for PerformancePoint Services. To start right away, you can click Run ‘Dashboard Designer or you can follow links to Getting Started articles that can help you create scorecards, decomposition trees, dashboards, and analytic charts and grids..Dashboard libraryAt its most basic level, a dashboard is a just Web Part page that contains a collection of indicators, data,or graphics. Thus, the Dashboards library is a library that is optimized to store and create Web Part pages.This includes PerformancePoint dashboards and Web Part pages with Status Lists for SharePoint statusindicators.When you create a dashboard by using Dashboard Designer, PerformancePoint Services automaticallystores the dashboard in the Dashboards library. You can import dashboards that were created previouslyby using PerformancePoint Services, or use the Ribbon commands on the Dashboard list page to create anew dashboard from a Web Part page.©2009 Microsoft Corporation.
  • 3. You can also use Ribbon commands on the Dashboard list page to create a Web Part page with StatusList to display SharePoint status indicators, and then add charts, filters, and other content web parts asneeded.Data Connections libraryThe Data Connection library enables you to specify data source connections once, and then re-use themin any Web Part on the site. The Data Connection library supports PerformancePoint Data Sources, OfficeData Connection (.odc) Files, and Universal Data Connection (UDC) files.Documents libraryThe Documents library serves as a central library for spreadsheets, SharePoint lists, text documents, and soon. To help make information easier to find, you can create folders within this library. For example, youmight want to create a folder for “Excel Reports - financial”, or “Status Lists for tracking”,You can also create custom libraries.PerformancePoint Content listThe PerformancePoint Content list is designed to store the PerformancePoint Services scorecard andreport elements that an analyst creates by using Dashboard Designer. For example, this illustration showsa PerformancePoint Content library that contains Key Performance Indicators (KPIs), a scorecard, and areport.©2009 Microsoft Corporation.
  • 4. Create a new Business Intelligence SiteSharePoint Site Owners can create a Business Intelligence Center at any time by selecting the BusinessIntelligence Center site template in the New Site dialog box.©2009 Microsoft Corporation.
  • 5. To customize what data can be viewed by whom, you can connect a variety of Filter Web Parts to existingWeb Parts on a dashboard page to change the view of the data. For example, a sales manager for oneregion can be presented with a view of sales figures different from the view for a sales manager foranother region.©2009 Microsoft Corporation.