Developing Dashboards
Content
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Developing Reports and Dashboards with SharePoint 2010 PerformancePoint Ser
Objectives
Af er com pl i t s l t et ng hi ab, you w ilbe bett abl t l er e o:
z z z z
C reat and confgure Report e i s C reat and confgure Fit e i l ers C reat and confgure a D ashboard e i Expl ore t depl he oyed D ashboard and i eract vi f ures nt i ty eat
Scenario
The l scenari cent ab o ers around t sal act vi es of t Adventure W orks com pany. Thi com pany m anuf ures and sels bi he es i t he s act l cycl and rel ed product t vari es at s o ous gl obalm arket vi reseler and i ernet channel s a l nt s.
Estimated time to complete: 60 m i n Computers used in this Lab:
VEGAS The passw ord f t Adm i st or he ni rator account on al com put l ers i t s l i Password;1 n hi ab s:
Exercise 1 - Developing PerformancePoint Reports and Dashboards Scenario
In t s exerci hi se, you w ilcont nue t devel t w orkspace creat i Exerci 1 by creat ng reports, fl l i o op he ed n se i iters and a dashboard.
Task 1: Opening the Reseller Sales Workspace
C om pl e t s Task on: et hi
VEGAS
a. Launch t Configuration Wizard f t s Lab by runni t Setup.cmd scri l he or hi ng he pt ocat under t C:\LabFiles\Labs\SQL10R2UPD03-HOL-02\Source\Setup f der of t s l ed he ol hi ab. Inst lany pre-requi t that are al si es If your setup fails, please restart the VEGAS Virtual Machine by hitting Start | Restart, give it a few minutes to restart on the backend then connect to the lab again, then repeat the step above.
b. W hen prom pt by t com m and prom pt, ent 1 f 1 - Default and press Enter. ed he er or c. W hen prom pt by t com m and prom pt a second t m e, ent 1 f ed he i er orhttp://vegasand press Enter. d. Start Int ernet Expl orer f rom St art | Al Program s | Internet Expl l orer. e. N avi e t t SharePoint2010InsightsLab si t gat o he te hat w as created duri t set operat ons of thi l usi t Busi ng he up i s ab ng he ness Int lgence Center si e tem pl e. eli t at Note: The URL for the SharePoint2010InsightsLab site will depend on the SharePoint site collection you choose during the setup operations of this lab. For example, if you used http://vegas as the site collection, th http://vegas/SharePoint2010InsightsLab. f O n t hom e page, hover over the Creat D ashboards l . he e abel(l ocat i the bot om ri ed n t ght). g. In t l t pane, clck t St he ef i he art U si Perf ng orm ancePoi Servi nt ces lnk. i .
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Fi gure 1.
h. W hen t Perf he orm ancePoi Servi page l nt ce oads, clck Run D ashboard D esi i gner. i W hen prom pt . ed, clck Run. i Note: Dashboard Designer is now available from All Programs | SharePoint | PerformancePoint Dashboard Designer. j W hen D ashboard D esi . gner opens, on the H om e ri bbon tab, i de t Im port group, clck Im port It s. nsi he i em k. In t Im port Item s w i he ndow , navi gate to Ex2-DevelopingPpsReportsAndDashboards\Begi i the Source f der of thi l n n ol s ab, sel ect the Reseler Sal ddw x w orkspace fl and then clck O pen. l es. ie, i i ected). l In t Im port It s t SharePoi w i . he em o nt ndow , f the D at Connecti or a ons lbrary, i the C opy To col n, clck (not sel i n um m . In t Add Li s w i he st ndow , sel ect the D ata Connect ons lbrary, and t i i hen clck O K. i n. Repeat t l he ast t o st w eps to associ e t Perf at he orm ancePoi C ontent lst al nt i so. o. In t Im port Item s t SharePoi w i he o nt ndow , clck N ext i . .
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Fi gure 2.
p. W hen t i port process has com pl he m eted, clck Fi sh. i ni .
Fi gure 3.
Task 2: Creating the Sales and Profit Report
C om pl e t s Task on: et hi
VEGAS
Note: In this task, you will design a pie chart to report sales and profit measures. The background of the chart will be configured to accept filter values when the chart is embedded into a dashboard. a. To add a report to t w orkspace, i the W orkspace Brow ser, ensure t Perf he n he orm ancePoi Content lst i sel nt i s ected, t hen on the C reate ri bbon tab, i de t Report group, clck Anal i C hart. nsi he s i yt c b. In t C reat an Anal c Chart Report w i he e yti ndow , sel ect the Advent ure W orks dat source, and t a hen clck Fi sh. i ni .
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Fi gure 4.
c. To renam e t report, i t W orkspace Brow ser, m odiy the report nam e to Sal and Proft and t he n he f es i, hen press Ent er. d. To assi t report t a f der, i t D esi pane, clck t Propert es tab, and t gn he o ol n he gn i he i hen i t D i ay Fol n he spl der box, enter Report s. e. In t desi pane, clck t D esi tab. he gn i he gn f To set t report t . he ype, on the Edi ri t bbon tab, i de the Vi group, clck Report Type, and t nsi ew i hen sel ect Pi Chart e . l es nt om Axi drop zone. s g. To confgure t report desi i he gn, i the D etais pane, expand t M easures category, and then drag the R eseler Sal Am ount m easure i o the Bott n l he h. Repeat t l he ast st t add t Reseler G ross Proft m easure beneat the Reseler Sal Am ount m easure i t Bot ep o he l i h l es n he tom Axi drop zone. s i In t D et l pane, expand t D i ensi . he ais he m ons category, expand t Reseler di ensi he l m on, and t hen drag the Busi ness Type hi erarchy i o the Seri drop zone. nt es j To confgure fl er endpoi s, f . i it nt rom t D etais pane, drag t f l i hi he l he olow ng erarchi i o the Background drop zone: es nt . Dimension D at e Product Sal Terri ory es t Hierarchy Fi scal(l ocat i t Fi ed n he scalf der) ol Cat egori es Sal Terri ory es t
Note: The Background drop zone is used to slice the query result - like a hidden axis. In this design, no members on the hierarchies have been selected to filter the query result. When you configure the dashboard later to which filter values will be passed. k. Your report desi shoul resem bl the f l i gn d e olow ng: .
Fi gure 5.
l To show t chart i orm at on bar, on t Edi ri . he nf i he t bbon t ab, i de the Vi group, clck Set i nsi ew i t ngs. m . In t Vi Set i he ew t ngs w i ndow , check Show Inf orm ati Bar and t on hen clck O K. i .
Fi gure 6. Note: The Information Bar appears across the top of the chart area and displays filter context. Presently, it confirms our understanding that no background selections exist. n. Ri -clck any bl ght i ank area surroundi t pi chart Revi the opti ng he e s. ew ons, but do not sel ect any. Note: In PerformancePoint Services 2010, the designer supports the same interactive experience that the end user will have in the published dashboard. Also, new in this release is the ability for the user to interact with You will explore the interactivity features in the published dashboard as part of the last task in this exercise.
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o. Ri -clck t Reseler Sal Am ount chart l ght i he l es abel Revi the avaiabl opti . ew l e ons, but do not sel ect any. p. In t W orkspace Brow ser, ri -clck the Sal and Proft report, and t he ght i es i hen clck Save. i Note: While pie charts may look interesting, be aware that they are usually not an effective data visualization. Readers of pie charts have difficulty determining the relative size of the pie slices. Furthermore, as the pie s understanding the data. To compensate for these short falls, readers can hover over the pie slices and a tooltip will provide contextual information.
Task 3: Creating the Salesperson Summary Report
C om pl e t s Task on: et hi
VEGAS
Note: In this task, you will design an Analytic Grid report to detail individual employee sales contributions. The background of the grid will be configured to accept filter values when the report is embedded into a dashbo a. To add a report to t w orkspace, i the W orkspace Brow ser, ri -clck the Reports f der, poi t N ew , and t he n ght i ol nt o hen clck Report. i b. In t Sel he ect a Report Tem pl e w i at ndow , sel ect t Anal i G ri t pl e, and t he yt c d em at hen clck O K. i .
Fi gure 7.
c. In t Creat an Anal i G ri Report w i he e yt c d ndow , sel ect t Adventure W orks data source, and then clck Fi sh. he i ni d. To renam e t report i t W orkspace Brow ser, m odiy t report nam e t Sal he , n he f he o esperson Sum m ary, and t hen press Ent er. he olow ng erarchi and m easures t the respect ve drop zones: es o i e. To confgure t report desi i he gn, i the D etais pane, drag t f l i hi n l . Type D i ensi m on M easures D i ensi m on D i ensi m on Dimension Em pl oyee N /A D at e Sal Terri ory es t Measure / Hierarchy Em pl oyees Reseler Sal Am ount l es Fi scal(l ocat i the Fi ed n scalf der) ol Sal Terri es tory Drop Zone Row s Col ns um Background Background
f Your report desi shoul resem bl t f l i . gn d e he olow ng: .
Fi gure 8.
g. To sel ect t em pl he oyee m em bers, i the Row s drop zone, clck t dow n arrow ( ) next t t Em pl n i he o he oyee Em pl oyees hi erarchy. h. In t Sel he ect M em bers w i ndow , ri ght-clck t Al Em pl i he l oyees m em ber, poi to Aut nt osel ect M em bers, clck Sel i ect Al D escendants, and then clck O K. l i .
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Fi gure 9.
i To rem ove em pt gri row s, on t Edi ri . y d he t bbon t ab, i de the Q uery group, clck Fit nsi i l er, and then clck Fit Em pt Row s. i l er y j To show t i orm at on bar, on t Edi ri . he nf i he t bbon t ab, i de the Vi group, clck Sett ngs. nsi ew i i k. In t Vi Set i he ew t ngs w i ndow , check Show Inf orm at on Bar, and t i hen clck O K. i .
Fi gure 10.
or on, and then sel ect a lght col i or. l To f . orm at t gri background col on t Edi ri he d or, he t bbon t ab, i de the Font group, clck the FilCol butt nsi i l .
Fi gure 11.
m . To m odiy t num ber f f he orm at, sel ect any cel w i hi the Reseler Sal Am ount col n, and t l t n l es um hen on the Edi ri t bbon tab, i de t N um ber group, clck the com m a butt ( nsi he i on
).
Note: In PerformancePoint Services 2010, the designer can now format grid colors and number formats. Note that if the measures are sourced from Analysis Services cubes the measures are likely already formatted. n. In t W orkspace Brow ser, ri he ght-clck t Sal i he esperson Sum m ary report and t hen clck Save. i .
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Fi gure 12.
Task 4: Creating the KPI Details Report
C om pl e t s Task on: et hi
VEGAS
Note: In this task, you will create a KPI Details report. a. To add a report to t w orkspace, i the W orkspace Brow ser, ri -clck the Reports f der, poi t N ew , and t he n ght i ol nt o hen clck Report. i b. In t Sel he ect a Report Tem pl e w i at ndow , sel ect t KPI D etais t pl he l em ate, and t hen clck O K. i .
Fi gure 13.
c. To nam e t report, i t W orkspace Brow ser, m odiy the nam e t KPI D et l and t he n he f o ais, hen press Enter. d. Revi t avaiabl propert es, but do not change any. ew he l e i .
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Fi gure 14. Note: In PerformancePoint Services 2010, this new report type is used to present details of the selected KPI metric. e. In t W orkspaceBrow ser, ri he ght-clck t KPI D etais report, and t i he l hen clck Save. i
Task 5: Creating the Time Filter
C om pl e t s Task on: et hi
VEGAS
Note: In this task, you will define a Time Intelligence filter that will allow users to filter the dashboard by different time periods. In PerformancePoint Services 2010, filters are now a first class element that can be reused a. To add a fl er t t w orkspace, i t W orkspace Brow ser, ri it o he n he ght-clck t Perf i he orm ancePoi C ont nt ent lst poi t N ew , and then clck Fiter. i , nt o i l b. In t Sel he ect a Fit Tem pl e w i l er at ndow , sel ect t Ti e Int lgence tem pl e (be caref not t sel he m eli at ul o ect the l ast t pl em ate w hi i the Ti e Int lgence Connecti Form ul and then clck O K. ch s m eli on a), i .
Fi gure 15.
c. In t Creat a Fit w i he e l er ndow , clck Add D at Source. i a ure W orks dat source, and t a hen clck O K. i d. In t Sel he ect a D at Source w i a ndow , sel ect the Advent e. In t Creat a Fit w i he e l er ndow , clck N ext i . .
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Fi gure 16.
f To add a t m e f . i orm ul i t Form ul box, ent M ont and t a, n he a er h, hen i t D i ay N am e box, repl n he spl ace t val w i Thi M onth. he ue th s Note: The Time Intelligence (TI) filter allows designers to enter one or more TI formula expressions. Each formula expression becomes a filter item. Because you configured the Time properties for the Adventure Works the TI formula to the equivalent Fiscal hierarchy member(s) based on the current date. g. Confgure t f l i addi onalti e f i he olow ng ti m orm ul as: . Formula Year. rst onth : M onth Fi M Q uart er Sem est er Year Year-1 Year-2 Year-3 Year-4 Display Name YTD M onth Thi Q uart s er Thi Sem est s er Thi Year s Last Year Tw o Years Ago Three Years Ago Four Years Ago
.
Fi gure 17. Note: The Adventure Works sample data ranges from 2005 to 2008. In order to see data in the dashboard you may need to use the latter formulas to navigate from your current date. h. To previ t f ew he orm ul as, clck the Previ butt i ew on. .
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Fi gure 18.
i Revi t f . ew he orm ul and m em ber set and t a s, hen clck Cl i ose. j In t C reat a Fit w i . he e l er ndow , clck N ext i . k. In t Sel he ect D i ay M et spl hod page, not ce t def t sel i i he aul ect on, and t hen clck Fi sh. i ni .
Fi gure 19.
l To nam e t fl er and assi i t a f der, i the desi pane, clck t Propert es t . he it gn t o ol n gn i he i ab. m . In t N am e box, repl he ace t t he ext w i Ti e. th m n. In t D i ay Fol he spl der box, ent Fit er l ers, and t hen clck t Edi t i he tor ab. ght-clck t Ti e fl i he m iter, and t hen clck Save. i o. In t W orkspace Brow ser, ri he
Task 6: Creating the Category Filter
C om pl e t s Task on: et hi
VEGAS
Note: In this task, you will define a Member Selection filter that will allow users to filter the dashboard by the product categories. a. To add a fl er t t w orkspace, i t W orkspace Brow ser, ri it o he n he ght-clck t Fiters f der, poi to N ew , and then clck Fit i he l ol nt i l er. b. In t Sel he ect a Fit Tem pl e w i l er at ndow , sel ect t M em ber Sel on t pl e, and t he ecti em at hen clck O K. i .
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Fi gure 20.
c. In t Creat a Fit w i he e l er ndow , sel ect t Adventure W orks dat source, and t he a hen clck N ext i . d. To sel ect t m em bers, i t Sel he n he ect M em bers page, clck Sel i ect D i ensi m on. e. In t Sel he ect D i ensi w i m on ndow , sel ect the Product Product Cat . egori hi es erarchy, and then clck O K. i f C lck Sel . i ect M em bers. g. In t Sel he ect M em bers w i ndow , expand t Al Product m em ber, and t he l s hen check each of t f he our product cat egori es: h. Ri -clck t Bi ght i he kes m em ber and t hen sel ect Set as D ef t Sel i aul ect on. i Your sel i shoul resem bl the f l i . ect on d e olow ng: .
Fi gure 21.
j Clck O K. . i Note: Creating filters based on selected members is not recommended when the membership of the hierarchy may change. Note that if additional product categories were added to the dimension, they would not appear Query filter. You will create an MDX Query filter in the next task. k. In t Creat a Fit w i he e l er ndow , clck N ext i . .
Fi gure 22.
l In t Sel . he ect D i ay M et spl hod, clck Fi sh. i ni
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m . In t W orkspace Brow ser, m odiy t nam e of the fl t Category, and t he f he iter o hen press Enter. n. In t W orkspace Brow ser, ri he ght-clck t Category fl i he iter, and t hen clck Save. i
Task 7: Creating the Sales Territory Filter
C om pl e t s Task on: et hi
VEGAS
Note: In this task, you will define an MDX Query filter that will allow users to filter the dashboard by members of the different levels of the Sales Territory hierarchy (groups, countries or regions). a. To add a fl er t t w orkspace, i t W orkspace Brow ser, ri it o he n he ght-clck t Fiters f der, poi to N ew , and then clck Fit i he l ol nt i l er. b. In t Sel he ect a Fit Tem pl e w i l er at ndow , sel ect t M D X Q uery tem pl e, and t he at hen clck O K. i .
Fi gure 23.
c. In t Creat a Fit w i he e l er ndow , sel ect t Adventure W orks dat source and t he a hen clck N ext i . d. To retri eve al l l eaf m em bers f rom t Sal Terri he es tory hi erarchy, i t Enter M D X Form ul page, type the f l i M D X code: n he a olow ng .
MDX [Sales Territory].[Sales Territory].Members
e. Clck N ext i . spl hod page, sel ect Tree, and t hen clck Fi sh. i ni f In t Sel . he ect D i ay M et g. In t W orkspace Brow ser, m odiy t nam e of the fl er to Sal Terri he f he it es tory, and t hen press Enter. h. In t W orkspace Brow ser, ri he ght-clck t Sal Terri i he es tory fl er, and t it hen clck Save. i
Task 8: Creating the Reseller Sales Dashboard
C om pl e t s Task on: et hi
VEGAS
Note: In this task, you will create a dashboard that consists of two pages: Sales Performance and Product Profit by Month. The first dashboard page, named Sales Performance, will present a Time filter that can be used to filter the Sales Performance Scorecard scorecard and Salesperson Summary report. Additionally, a connection will be de scorecard Sales Territory member is selected. Finally, a connection will be defined to pass the selected cell context of the scorecard into the KPI Details report. The second dashboard page, named Product Profit by Month, will present the Time, Category and Sales Territory filters. A Time filter selection will result in a set of related months appearing on the columns axis of the S Profit report. The Category filter selection will result in the set of related subcategories appearing on the rows of the scorecard. The Sales Territory filter will filter both the scorecard and the report. a. To add a dashboard t t w orkspace, i the W orkspace Brow ser, ri -clck the Perf o he n ght i orm ancePoi Content lst poi to N ew , and t nt i , nt hen clck D ashboard. i b. In t Sel he ect a D ashboard Page Tem pl e w i at ndow , not the def t sel i e aul ect on, and then clck O K. i .
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Fi gure 24.
c. In t W orkspace Brow ser, m odiy t nam e of t dashboard to Reseler Sal he f he he l es, and t hen press Enter. d. In t D esi pane, clck the Propert es t he gn i i ab. e. In t D i ay Fol he spl der box, ent D ashboards, and t er hen clck t Edi t i he tor ab. f To nam e t page, i t Pages secti . he n he on, repl ace t t he ext w i Sal Perf th es orm ance i the N am e box. n g. To add a fl er t t H eader zone, i the D et l pane, expand t Fit it o he n ais he l ers cat egory, expand t Perf he orm ancePoi Content lst expand t Fiters f der, and t nt i , he l ol hen drag the Ti e fl i m iter nto the H eader zone. h. Repeat t l he ast st t add t Sal Perf ep o he es orm ance Scorecard scorecard to the Lef Col n zone, and t KPI D etais report to t Ri t um he l he ght Col n zone. um i To add a new zone, ri -clck t border of the Ri . ght i he ght Col n zone, and t um hen clck Add Bel . i ow j Scrol t t bot om of t D ashboard C ont . l o he t he ent pane t l o ocat t new zone, ri -clck t border of t new zone, and t e he ght i he he hen clck Zone Set ngs. i ti k. In t Zone Set i he t ngs w i ndow , i the N am e box, repl n ace t t he ext w i h Foot t er, and t hen clck O K. i l Add t Sal . he esperson Sum m ary report to the Foot zone. er he i rom the Ti e fl m iter, sel ect the Ti e fl i the H eader zone and then clck Creat C onnect on on the Edi ri m iter n i e i t bbon tab. m . To confgure t connect ons f i n. In t Connect on w i he i ndow , i t Send Val n he ues To dropdow n lst, sel i ect Lef C ol n - (1) Sal Perf t um es orm ance Scorecard. Note: The notation used to uniquely identify dashboard items is: [Zone Name] - ([Display Position Within Zone]) [Item Name]. .
Fi gure 25.
o. Clck t Val i he ues t ab, sel ect Page i t Connect to dropdow n lst and t n he i hen sel ect M em ber U ni que N am e i the Source Val dropdow n lst n ue i . .
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Fi gure 26. Note: This connection will pass Time filter's member unique value(s) to filter the scorecard. p. In t C onnect on w i he i ndow , clck O K i q. Sel ect t Ti e fl er agai and confgure a connect on to the Foot - (1) Sal he m it n, i i er esperson Sum m ary, passi M em ber U ni ng que N am e to t D ate Fi he scalhi erarchy. .
Fi gure 27. Note: Recall that Date Fiscal was introduced into the background of the Salesperson Summary report to receive filter values. r. To confgure t connect on t the KPI D et l report i t Ri i he i o ais , n he ght C ol n zone, sel um ect t KPI D et l report and confgure a connect on f he ais , i i rom Lef Col n - (1) Sal Perf t um es orm ance Scorecard, passi t scorecard Ce ng he .
Fi gure 28.
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Note: This connection will pass the selected scorecard cell context to the report. Only the cell context can be passed into a KPI Report, and is sufficient for the report to display contextual information about the selected s. To confgure t connect on to the Salesperson Summary report sel i he i , ect t Salesperson Summary i t Footer zone, and confgure a connecti f he n he i on rom Left Column - (1) Sales Performance Scorecard, passi Sales Territory. .
Fi gure 29. Note: Recall that the Sales Performance Scorecard scorecard was configured to include the Sales Territory hierarchy on the rows. The connection created in the previous step will pass the member unique name of the se t. To add a second page t t dashboard, i t Pages sect on, clck t N ew Page butt o he n he i i he on. u. In t Sel he ect a D ashboard Page Tem pl e w i at ndow , not t def t sel i e he aul ect on, and then clck O K. i v. To nam e t new page, i t Pages sect on, i the N am e box, repl he n he i n ace the t ext Page 1 w i h Product Proft by M onth. t i w . To add fl ers t t page, i the Pages sect on, ri it o he n i ght-clck the border of the H eader zone, and then sel i ect Zone Set ngs. ti i ndow , clck the O ri at on tab, sel i ent i ect Vert cal and then clck O K. i , i x. To present t fl ers vert caly, i the Zone Sett ngs w i he it i l n .
Fi gure 30.
y. From t D et l pane, add the f l i t he ais olow ng hree fl ers, posi oned i t s order, to the H eader zone: Ti e, Category and Sal Terri it ti n hi m es tory. z. Add t Sal Proft Scorecard scorecard to the Lef Col n zone. he es i t um aa. Add t Sal and Proft report to the R i he es i ght C ol n zone. um Note: The formulas required in the following step may be copied from the Assets\Snippets.txt file in the Source folder of this lab. ete t requi he red connecti ons. Each row i t t e represents a new connect on. Sel n he abl i ect the i em i t G et Val t n he ues From col n, and then on t ri um he bbon, clck C reat Connect on. C on i e i bb. U se t f l i t e t com pl he olow ng abl o tabl If t Connect on Form ul col n contai a f e. he i a um ns orm ul clck the C onnect on Form ul butt a, i i a on, and t hen enter t f he orm ul a. . Get Values From H eader - (1) Ti e m H eader - (1) Ti e m H eader - (2) C at egory H eader - (2) C at egory Send Values To Lef Col n - (1) Sal Proft Scorecard t um es i Ri ght C ol n - (1) Sal and Proft um es i Lef Col n - (1) Sal Proft Scorecard t um es i Ri ght C ol n - (1) Sal and Proft um es i Connect To Col n um D at Fi e scal Row Product C at egori es Source Value M em ber U ni que N am e M em ber U ni que N am e M em ber U ni que N am e M em ber U ni que N am e D ESCEN D AN TS(< < U ni queN am e> > , [Product [Product Cat ]. egori es]. [Subcat egory], SELF_AN Connection Formula D ESCEN D AN TS(< < U ni queN am e> > , [D at [Fi e]. scal [M onth]) ].
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H eader - (3) Sal Terri ory es t H eader - (3) Sal Terri ory es t
Lef Col n - (1) Sal Proft Scorecard t um es i Ri ght C ol n - (1) Sal and Proft um es i
Page Sal Terri es tory
M em ber U ni que N am e M em ber U ni que N am e
Note: The connection formulas allow the passed value to be intercepted and transformed. The <<UniqueName>> token represents the member(s) being passed. The first formula transforms the member(s) passed in from the Time filter (which is based on the Adventure Works data source which was configure to use the Date.Fiscal hierarchy) to pass on the Month members that columns of the scorecard. The second formula transforms the member passed from the Category filter to produce a set of members that represent the selected category and the related subcategories. This set will be passed to the rows of the sco cc. To save t dashboard and w orkspace, clck the O f i butt he i fce on, and t hen clck Save Al. i l .
Fi gure 31.
Task 9: Deploying and Exploring the Reseller Sales Dashboard
C om pl e t s Task on: et hi
VEGAS
Note: In this task, you deploy the dashboard to SharePoint and explore the interactivity features available in the dashboard. a. To depl t dashboard t SharePoi i t W orkspace Brow ser, ri oy he o nt, n he ght-clck t Reseler Sal dashboard, and then clck D epl t SharePoi i he l es i oy o nt. b. In t D epl To w i he oy ndow , sel ect t D ashboards lbrary, sel he i ect v4 i the M ast Page dropdow n lst , ensure t n er i hat t Incl he ude Page Li For N avi i checkbox i checked, and then clck O K st gat on s i .
Fi gure 32. Note: The dashboard is deployed to the selected library using the selected master page. Each dashboard is published as a folder that consists of a web page for each page within the dashboard.
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c. W hen t dashboard page renders i Int he n ernet Expl orer, not ce t i hat t t o dashboard pages appear as lnks above t Ti e fl he w i he m iter. .
Fi gure 33.
d. N oti t avaiabl Ti e fl er opt ons. Sel ce he l e m it i ect Three Years Ago, and not ce the updated scorecard and report (l i ocated beneath the scorecard). e. N ot ce t scorecard t bar, and clck the C olapse Al butt i he ool i l l on. .
Fi gure 34.
f Expand t Al Sal Terri ori m em ber, and t clck t Sal Target cel f U ni ed Ki . he l es t es he i he es l or t ngdom . ght). Revi al t ew so hat t Sal he esperson Sum m ary report (l ocat bel the scorecard) has been fl ered by U ni ed ow it ted Ki ngdom t revealt sal o he espeopl sal contri i e' es but on g. Revi t KPI D et l report (l ew he ais ocat on the ri ed .
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Fi gure 35.
h. To expl ore and anal yze t sal f José Edval he es or do. Sarai va, scrol t the bottom of the report (the scrol bar i l l o l s ocat on the f ri ed ar ght), ri ght-clck t val i t Reseler Sal Am ount cel f that sal i he ue n he l es l or esperson, and t i In t new Internet Expl . he orer w i ndow , clck t bl bar, and then i the foat ng pane, clck the Show Propert es tab. N ot ce t propert es associ i he ue n l i i i i he i ated w i t em pl th he oyee m em ber. .
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Fi gure 36.
j In t Expand To t . he ab, clck the D ate di ensi i m on, and t hen clck t Fi i he scalQ uart l er evel . .
Fi gure 37. Note: The decomposition tree produces a breakdown of the sales into fiscal quarter for the salesperson. k. To vi t st i i about t m em ber, hover over one of t fscalquarter bars and revi the tool i t ew he at st cs he he i ew t p hat appears. l To drilacross t product cat . l o egori es, clck a fscalquart i i er, i the foat ng pane, clck t Product di ensi n l i i he m on, and t hen clck the C at i egory l evelof the C at egori hi es erarchy. t n he es erarchy, hover over t Bi he kes m em ber, and clck the expand but i ton l ocated on the l t ef . m . To drildow n w i hi t Categori hi l .
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Fi gure 38.
n. Repeat t l he ast st t drildow n to t Product l ep o l he evelof t hi he erarchy f the Road Bi or kes m em ber. o. N oti w hen t ce here are t m any m em bers t di ay on t page t oo o spl he hat you can navi gate usi the l ng ast m em ber i t lst n he i . p. To f her anal urt yze t dat i gri f he a n d orm at clck the Product m enu at t t of the tree l , i he op evel and then clck G ri , i d. .
Fi gure 39.
des cont ext to t data. he q. N oti t Anal c G ri represent on of the decom posi i tree node, i udi t Inf ce he yti d ati t on ncl ng he orm ati Bar beneath t t bar t on he ool hat provi r. Cl ose t Int he ernet Expl orer w i ndow . s. To expl ore t second page of t dashboard, clck t Product Proft by M ont lnk (l he he i he i h i ocat above t Ti e fl er). ed he m it t N oti t t . ce he hree fl ers, and t it hat the Ti e fl ret ns t val sel ed on t previ m iter ai he ue ect he ous dashboard page. u. To fl er by a part cul sal t it i ar es erri ory, clck t Al Sal Terri es fl lnk, expand t Al Sal Terri es m em ber, and t t i he l es tori iter i he l es tori hen sel ect N ort Am eri h ca. onalty of t scorecard, w i h M ont m em bers across t col ns and t fl i he t h he um he itered Product Cat egory m em ber and rel ated Product Subcategory m em bers across t he v. N ot ce t scorecard updat i he es. N oti al t di ensi ce so he m scorecard. The Inf orm at on Bar m ay not be l i arge enough to di ay the ent re text so hover over the bar to revealthe fl cont spl i , iter ext appled to t report H over over t pi slces t vi thei stat st cs. i he . he e i o ew r i i .
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Fi gure 40.
w . To add addi i t onalm easures t the report ri -clck a bl o , ght i ank area w i hi the Sal and Proft report and t t n es i , hen clck Sel i ect M easures. x. To lst m easures f i rom one m easure group, i t M easure G roup dropdow n lst sel n he i , ect Reseler Sal l es. .
Fi gure 41.
y. C heck t D i he scount Am ount and Reseler O rder Q uanti m easures, and t l ty hen clck O K. i z. N ot ce t i hat t o addi i w t onalpi chart are added to t report. e s he .
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Fi gure 42. Note: In PerformancePoint Services 2010, additional measures can now be added to the Analytic Chart and Analytic Grid reports by the user. aa. To fni up, cl i sh ose t Int he ernet Expl orer w i ndow .
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Objectives
Af er com pl i t s l t et ng hi ab, you w ilbe bett abl t l er e o:
z z z z
C reat and confgure Report e i s C reat and confgure Fit e i l ers C reat and confgure a D ashboard e i Expl ore t depl he oyed D ashboard and i eract vi f ures nt i ty eat
Scenario
The l scenari cent ab o ers around t sal act vi es of t Adventure W orks com pany. Thi com pany m anuf ures and sels bi he es i t he s act l cycl and rel ed product t vari es at s o ous gl obalm arket vi reseler and i ernet channel s a l nt s.
Estimated time to complete: 60 m i n Computers used in this Lab:
VEGAS The passw ord f t Adm i st or he ni rator account on al com put l ers i t s l i Password;1 n hi ab s:
Exercise 1 - Developing PerformancePoint Reports and Dashboards Scenario
In t s exerci hi se, you w ilcont nue t devel t w orkspace creat i Exerci 1 by creat ng reports, fl l i o op he ed n se i iters and a dashboard.
Task 1: Opening the Reseller Sales Workspace
C om pl e t s Task on: et hi
VEGAS
a. Launch t Configuration Wizard f t s Lab by runni t Setup.cmd scri l he or hi ng he pt ocat under t C:\LabFiles\Labs\SQL10R2UPD03-HOL-02\Source\Setup f der of t s l ed he ol hi ab. Inst lany pre-requi t that are al si es If your setup fails, please restart the VEGAS Virtual Machine by hitting Start | Restart, give it a few minutes to restart on the backend then connect to the lab again, then repeat the step above.
b. W hen prom pt by t com m and prom pt, ent 1 f 1 - Default and press Enter. ed he er or c. W hen prom pt by t com m and prom pt a second t m e, ent 1 f ed he i er orhttp://vegasand press Enter. d. Start Int ernet Expl orer f rom St art | Al Program s | Internet Expl l orer. e. N avi e t t SharePoint2010InsightsLab si t gat o he te hat w as created duri t set operat ons of thi l usi t Busi ng he up i s ab ng he ness Int lgence Center si e tem pl e. eli t at Note: The URL for the SharePoint2010InsightsLab site will depend on the SharePoint site collection you choose during the setup operations of this lab. For example, if you used http://vegas as the site collection, th http://vegas/SharePoint2010InsightsLab. f O n t hom e page, hover over the Creat D ashboards l . he e abel(l ocat i the bot om ri ed n t ght). g. In t l t pane, clck t St he ef i he art U si Perf ng orm ancePoi Servi nt ces lnk. i .
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Fi gure 1.
h. W hen t Perf he orm ancePoi Servi page l nt ce oads, clck Run D ashboard D esi i gner. i W hen prom pt . ed, clck Run. i Note: Dashboard Designer is now available from All Programs | SharePoint | PerformancePoint Dashboard Designer. j W hen D ashboard D esi . gner opens, on the H om e ri bbon tab, i de t Im port group, clck Im port It s. nsi he i em k. In t Im port Item s w i he ndow , navi gate to Ex2-DevelopingPpsReportsAndDashboards\Begi i the Source f der of thi l n n ol s ab, sel ect the Reseler Sal ddw x w orkspace fl and then clck O pen. l es. ie, i i ected). l In t Im port It s t SharePoi w i . he em o nt ndow , f the D at Connecti or a ons lbrary, i the C opy To col n, clck (not sel i n um m . In t Add Li s w i he st ndow , sel ect the D ata Connect ons lbrary, and t i i hen clck O K. i n. Repeat t l he ast t o st w eps to associ e t Perf at he orm ancePoi C ontent lst al nt i so. o. In t Im port Item s t SharePoi w i he o nt ndow , clck N ext i . .
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Fi gure 2.
p. W hen t i port process has com pl he m eted, clck Fi sh. i ni .
Fi gure 3.
Task 2: Creating the Sales and Profit Report
C om pl e t s Task on: et hi
VEGAS
Note: In this task, you will design a pie chart to report sales and profit measures. The background of the chart will be configured to accept filter values when the chart is embedded into a dashboard. a. To add a report to t w orkspace, i the W orkspace Brow ser, ensure t Perf he n he orm ancePoi Content lst i sel nt i s ected, t hen on the C reate ri bbon tab, i de t Report group, clck Anal i C hart. nsi he s i yt c b. In t C reat an Anal c Chart Report w i he e yti ndow , sel ect the Advent ure W orks dat source, and t a hen clck Fi sh. i ni .
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Fi gure 4.
c. To renam e t report, i t W orkspace Brow ser, m odiy the report nam e to Sal and Proft and t he n he f es i, hen press Ent er. d. To assi t report t a f der, i t D esi pane, clck t Propert es tab, and t gn he o ol n he gn i he i hen i t D i ay Fol n he spl der box, enter Report s. e. In t desi pane, clck t D esi tab. he gn i he gn f To set t report t . he ype, on the Edi ri t bbon tab, i de the Vi group, clck Report Type, and t nsi ew i hen sel ect Pi Chart e . l es nt om Axi drop zone. s g. To confgure t report desi i he gn, i the D etais pane, expand t M easures category, and then drag the R eseler Sal Am ount m easure i o the Bott n l he h. Repeat t l he ast st t add t Reseler G ross Proft m easure beneat the Reseler Sal Am ount m easure i t Bot ep o he l i h l es n he tom Axi drop zone. s i In t D et l pane, expand t D i ensi . he ais he m ons category, expand t Reseler di ensi he l m on, and t hen drag the Busi ness Type hi erarchy i o the Seri drop zone. nt es j To confgure fl er endpoi s, f . i it nt rom t D etais pane, drag t f l i hi he l he olow ng erarchi i o the Background drop zone: es nt . Dimension D at e Product Sal Terri ory es t Hierarchy Fi scal(l ocat i t Fi ed n he scalf der) ol Cat egori es Sal Terri ory es t
Note: The Background drop zone is used to slice the query result - like a hidden axis. In this design, no members on the hierarchies have been selected to filter the query result. When you configure the dashboard later to which filter values will be passed. k. Your report desi shoul resem bl the f l i gn d e olow ng: .
Fi gure 5.
l To show t chart i orm at on bar, on t Edi ri . he nf i he t bbon t ab, i de the Vi group, clck Set i nsi ew i t ngs. m . In t Vi Set i he ew t ngs w i ndow , check Show Inf orm ati Bar and t on hen clck O K. i .
Fi gure 6. Note: The Information Bar appears across the top of the chart area and displays filter context. Presently, it confirms our understanding that no background selections exist. n. Ri -clck any bl ght i ank area surroundi t pi chart Revi the opti ng he e s. ew ons, but do not sel ect any. Note: In PerformancePoint Services 2010, the designer supports the same interactive experience that the end user will have in the published dashboard. Also, new in this release is the ability for the user to interact with You will explore the interactivity features in the published dashboard as part of the last task in this exercise.
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o. Ri -clck t Reseler Sal Am ount chart l ght i he l es abel Revi the avaiabl opti . ew l e ons, but do not sel ect any. p. In t W orkspace Brow ser, ri -clck the Sal and Proft report, and t he ght i es i hen clck Save. i Note: While pie charts may look interesting, be aware that they are usually not an effective data visualization. Readers of pie charts have difficulty determining the relative size of the pie slices. Furthermore, as the pie s understanding the data. To compensate for these short falls, readers can hover over the pie slices and a tooltip will provide contextual information.
Task 3: Creating the Salesperson Summary Report
C om pl e t s Task on: et hi
VEGAS
Note: In this task, you will design an Analytic Grid report to detail individual employee sales contributions. The background of the grid will be configured to accept filter values when the report is embedded into a dashbo a. To add a report to t w orkspace, i the W orkspace Brow ser, ri -clck the Reports f der, poi t N ew , and t he n ght i ol nt o hen clck Report. i b. In t Sel he ect a Report Tem pl e w i at ndow , sel ect t Anal i G ri t pl e, and t he yt c d em at hen clck O K. i .
Fi gure 7.
c. In t Creat an Anal i G ri Report w i he e yt c d ndow , sel ect t Adventure W orks data source, and then clck Fi sh. he i ni d. To renam e t report i t W orkspace Brow ser, m odiy t report nam e t Sal he , n he f he o esperson Sum m ary, and t hen press Ent er. he olow ng erarchi and m easures t the respect ve drop zones: es o i e. To confgure t report desi i he gn, i the D etais pane, drag t f l i hi n l . Type D i ensi m on M easures D i ensi m on D i ensi m on Dimension Em pl oyee N /A D at e Sal Terri ory es t Measure / Hierarchy Em pl oyees Reseler Sal Am ount l es Fi scal(l ocat i the Fi ed n scalf der) ol Sal Terri es tory Drop Zone Row s Col ns um Background Background
f Your report desi shoul resem bl t f l i . gn d e he olow ng: .
Fi gure 8.
g. To sel ect t em pl he oyee m em bers, i the Row s drop zone, clck t dow n arrow ( ) next t t Em pl n i he o he oyee Em pl oyees hi erarchy. h. In t Sel he ect M em bers w i ndow , ri ght-clck t Al Em pl i he l oyees m em ber, poi to Aut nt osel ect M em bers, clck Sel i ect Al D escendants, and then clck O K. l i .
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Fi gure 9.
i To rem ove em pt gri row s, on t Edi ri . y d he t bbon t ab, i de the Q uery group, clck Fit nsi i l er, and then clck Fit Em pt Row s. i l er y j To show t i orm at on bar, on t Edi ri . he nf i he t bbon t ab, i de the Vi group, clck Sett ngs. nsi ew i i k. In t Vi Set i he ew t ngs w i ndow , check Show Inf orm at on Bar, and t i hen clck O K. i .
Fi gure 10.
or on, and then sel ect a lght col i or. l To f . orm at t gri background col on t Edi ri he d or, he t bbon t ab, i de the Font group, clck the FilCol butt nsi i l .
Fi gure 11.
m . To m odiy t num ber f f he orm at, sel ect any cel w i hi the Reseler Sal Am ount col n, and t l t n l es um hen on the Edi ri t bbon tab, i de t N um ber group, clck the com m a butt ( nsi he i on
).
Note: In PerformancePoint Services 2010, the designer can now format grid colors and number formats. Note that if the measures are sourced from Analysis Services cubes the measures are likely already formatted. n. In t W orkspace Brow ser, ri he ght-clck t Sal i he esperson Sum m ary report and t hen clck Save. i .
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Fi gure 12.
Task 4: Creating the KPI Details Report
C om pl e t s Task on: et hi
VEGAS
Note: In this task, you will create a KPI Details report. a. To add a report to t w orkspace, i the W orkspace Brow ser, ri -clck the Reports f der, poi t N ew , and t he n ght i ol nt o hen clck Report. i b. In t Sel he ect a Report Tem pl e w i at ndow , sel ect t KPI D etais t pl he l em ate, and t hen clck O K. i .
Fi gure 13.
c. To nam e t report, i t W orkspace Brow ser, m odiy the nam e t KPI D et l and t he n he f o ais, hen press Enter. d. Revi t avaiabl propert es, but do not change any. ew he l e i .
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Fi gure 14. Note: In PerformancePoint Services 2010, this new report type is used to present details of the selected KPI metric. e. In t W orkspaceBrow ser, ri he ght-clck t KPI D etais report, and t i he l hen clck Save. i
Task 5: Creating the Time Filter
C om pl e t s Task on: et hi
VEGAS
Note: In this task, you will define a Time Intelligence filter that will allow users to filter the dashboard by different time periods. In PerformancePoint Services 2010, filters are now a first class element that can be reused a. To add a fl er t t w orkspace, i t W orkspace Brow ser, ri it o he n he ght-clck t Perf i he orm ancePoi C ont nt ent lst poi t N ew , and then clck Fiter. i , nt o i l b. In t Sel he ect a Fit Tem pl e w i l er at ndow , sel ect t Ti e Int lgence tem pl e (be caref not t sel he m eli at ul o ect the l ast t pl em ate w hi i the Ti e Int lgence Connecti Form ul and then clck O K. ch s m eli on a), i .
Fi gure 15.
c. In t Creat a Fit w i he e l er ndow , clck Add D at Source. i a ure W orks dat source, and t a hen clck O K. i d. In t Sel he ect a D at Source w i a ndow , sel ect the Advent e. In t Creat a Fit w i he e l er ndow , clck N ext i . .
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Fi gure 16.
f To add a t m e f . i orm ul i t Form ul box, ent M ont and t a, n he a er h, hen i t D i ay N am e box, repl n he spl ace t val w i Thi M onth. he ue th s Note: The Time Intelligence (TI) filter allows designers to enter one or more TI formula expressions. Each formula expression becomes a filter item. Because you configured the Time properties for the Adventure Works the TI formula to the equivalent Fiscal hierarchy member(s) based on the current date. g. Confgure t f l i addi onalti e f i he olow ng ti m orm ul as: . Formula Year. rst onth : M onth Fi M Q uart er Sem est er Year Year-1 Year-2 Year-3 Year-4 Display Name YTD M onth Thi Q uart s er Thi Sem est s er Thi Year s Last Year Tw o Years Ago Three Years Ago Four Years Ago
.
Fi gure 17. Note: The Adventure Works sample data ranges from 2005 to 2008. In order to see data in the dashboard you may need to use the latter formulas to navigate from your current date. h. To previ t f ew he orm ul as, clck the Previ butt i ew on. .
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Fi gure 18.
i Revi t f . ew he orm ul and m em ber set and t a s, hen clck Cl i ose. j In t C reat a Fit w i . he e l er ndow , clck N ext i . k. In t Sel he ect D i ay M et spl hod page, not ce t def t sel i i he aul ect on, and t hen clck Fi sh. i ni .
Fi gure 19.
l To nam e t fl er and assi i t a f der, i the desi pane, clck t Propert es t . he it gn t o ol n gn i he i ab. m . In t N am e box, repl he ace t t he ext w i Ti e. th m n. In t D i ay Fol he spl der box, ent Fit er l ers, and t hen clck t Edi t i he tor ab. ght-clck t Ti e fl i he m iter, and t hen clck Save. i o. In t W orkspace Brow ser, ri he
Task 6: Creating the Category Filter
C om pl e t s Task on: et hi
VEGAS
Note: In this task, you will define a Member Selection filter that will allow users to filter the dashboard by the product categories. a. To add a fl er t t w orkspace, i t W orkspace Brow ser, ri it o he n he ght-clck t Fiters f der, poi to N ew , and then clck Fit i he l ol nt i l er. b. In t Sel he ect a Fit Tem pl e w i l er at ndow , sel ect t M em ber Sel on t pl e, and t he ecti em at hen clck O K. i .
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Fi gure 20.
c. In t Creat a Fit w i he e l er ndow , sel ect t Adventure W orks dat source, and t he a hen clck N ext i . d. To sel ect t m em bers, i t Sel he n he ect M em bers page, clck Sel i ect D i ensi m on. e. In t Sel he ect D i ensi w i m on ndow , sel ect the Product Product Cat . egori hi es erarchy, and then clck O K. i f C lck Sel . i ect M em bers. g. In t Sel he ect M em bers w i ndow , expand t Al Product m em ber, and t he l s hen check each of t f he our product cat egori es: h. Ri -clck t Bi ght i he kes m em ber and t hen sel ect Set as D ef t Sel i aul ect on. i Your sel i shoul resem bl the f l i . ect on d e olow ng: .
Fi gure 21.
j Clck O K. . i Note: Creating filters based on selected members is not recommended when the membership of the hierarchy may change. Note that if additional product categories were added to the dimension, they would not appear Query filter. You will create an MDX Query filter in the next task. k. In t Creat a Fit w i he e l er ndow , clck N ext i . .
Fi gure 22.
l In t Sel . he ect D i ay M et spl hod, clck Fi sh. i ni
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m . In t W orkspace Brow ser, m odiy t nam e of the fl t Category, and t he f he iter o hen press Enter. n. In t W orkspace Brow ser, ri he ght-clck t Category fl i he iter, and t hen clck Save. i
Task 7: Creating the Sales Territory Filter
C om pl e t s Task on: et hi
VEGAS
Note: In this task, you will define an MDX Query filter that will allow users to filter the dashboard by members of the different levels of the Sales Territory hierarchy (groups, countries or regions). a. To add a fl er t t w orkspace, i t W orkspace Brow ser, ri it o he n he ght-clck t Fiters f der, poi to N ew , and then clck Fit i he l ol nt i l er. b. In t Sel he ect a Fit Tem pl e w i l er at ndow , sel ect t M D X Q uery tem pl e, and t he at hen clck O K. i .
Fi gure 23.
c. In t Creat a Fit w i he e l er ndow , sel ect t Adventure W orks dat source and t he a hen clck N ext i . d. To retri eve al l l eaf m em bers f rom t Sal Terri he es tory hi erarchy, i t Enter M D X Form ul page, type the f l i M D X code: n he a olow ng .
MDX [Sales Territory].[Sales Territory].Members
e. Clck N ext i . spl hod page, sel ect Tree, and t hen clck Fi sh. i ni f In t Sel . he ect D i ay M et g. In t W orkspace Brow ser, m odiy t nam e of the fl er to Sal Terri he f he it es tory, and t hen press Enter. h. In t W orkspace Brow ser, ri he ght-clck t Sal Terri i he es tory fl er, and t it hen clck Save. i
Task 8: Creating the Reseller Sales Dashboard
C om pl e t s Task on: et hi
VEGAS
Note: In this task, you will create a dashboard that consists of two pages: Sales Performance and Product Profit by Month. The first dashboard page, named Sales Performance, will present a Time filter that can be used to filter the Sales Performance Scorecard scorecard and Salesperson Summary report. Additionally, a connection will be de scorecard Sales Territory member is selected. Finally, a connection will be defined to pass the selected cell context of the scorecard into the KPI Details report. The second dashboard page, named Product Profit by Month, will present the Time, Category and Sales Territory filters. A Time filter selection will result in a set of related months appearing on the columns axis of the S Profit report. The Category filter selection will result in the set of related subcategories appearing on the rows of the scorecard. The Sales Territory filter will filter both the scorecard and the report. a. To add a dashboard t t w orkspace, i the W orkspace Brow ser, ri -clck the Perf o he n ght i orm ancePoi Content lst poi to N ew , and t nt i , nt hen clck D ashboard. i b. In t Sel he ect a D ashboard Page Tem pl e w i at ndow , not the def t sel i e aul ect on, and then clck O K. i .
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Fi gure 24.
c. In t W orkspace Brow ser, m odiy t nam e of t dashboard to Reseler Sal he f he he l es, and t hen press Enter. d. In t D esi pane, clck the Propert es t he gn i i ab. e. In t D i ay Fol he spl der box, ent D ashboards, and t er hen clck t Edi t i he tor ab. f To nam e t page, i t Pages secti . he n he on, repl ace t t he ext w i Sal Perf th es orm ance i the N am e box. n g. To add a fl er t t H eader zone, i the D et l pane, expand t Fit it o he n ais he l ers cat egory, expand t Perf he orm ancePoi Content lst expand t Fiters f der, and t nt i , he l ol hen drag the Ti e fl i m iter nto the H eader zone. h. Repeat t l he ast st t add t Sal Perf ep o he es orm ance Scorecard scorecard to the Lef Col n zone, and t KPI D etais report to t Ri t um he l he ght Col n zone. um i To add a new zone, ri -clck t border of the Ri . ght i he ght Col n zone, and t um hen clck Add Bel . i ow j Scrol t t bot om of t D ashboard C ont . l o he t he ent pane t l o ocat t new zone, ri -clck t border of t new zone, and t e he ght i he he hen clck Zone Set ngs. i ti k. In t Zone Set i he t ngs w i ndow , i the N am e box, repl n ace t t he ext w i h Foot t er, and t hen clck O K. i l Add t Sal . he esperson Sum m ary report to the Foot zone. er he i rom the Ti e fl m iter, sel ect the Ti e fl i the H eader zone and then clck Creat C onnect on on the Edi ri m iter n i e i t bbon tab. m . To confgure t connect ons f i n. In t Connect on w i he i ndow , i t Send Val n he ues To dropdow n lst, sel i ect Lef C ol n - (1) Sal Perf t um es orm ance Scorecard. Note: The notation used to uniquely identify dashboard items is: [Zone Name] - ([Display Position Within Zone]) [Item Name]. .
Fi gure 25.
o. Clck t Val i he ues t ab, sel ect Page i t Connect to dropdow n lst and t n he i hen sel ect M em ber U ni que N am e i the Source Val dropdow n lst n ue i . .
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Fi gure 26. Note: This connection will pass Time filter's member unique value(s) to filter the scorecard. p. In t C onnect on w i he i ndow , clck O K i q. Sel ect t Ti e fl er agai and confgure a connect on to the Foot - (1) Sal he m it n, i i er esperson Sum m ary, passi M em ber U ni ng que N am e to t D ate Fi he scalhi erarchy. .
Fi gure 27. Note: Recall that Date Fiscal was introduced into the background of the Salesperson Summary report to receive filter values. r. To confgure t connect on t the KPI D et l report i t Ri i he i o ais , n he ght C ol n zone, sel um ect t KPI D et l report and confgure a connect on f he ais , i i rom Lef Col n - (1) Sal Perf t um es orm ance Scorecard, passi t scorecard Ce ng he .
Fi gure 28.
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Note: This connection will pass the selected scorecard cell context to the report. Only the cell context can be passed into a KPI Report, and is sufficient for the report to display contextual information about the selected s. To confgure t connect on to the Salesperson Summary report sel i he i , ect t Salesperson Summary i t Footer zone, and confgure a connecti f he n he i on rom Left Column - (1) Sales Performance Scorecard, passi Sales Territory. .
Fi gure 29. Note: Recall that the Sales Performance Scorecard scorecard was configured to include the Sales Territory hierarchy on the rows. The connection created in the previous step will pass the member unique name of the se t. To add a second page t t dashboard, i t Pages sect on, clck t N ew Page butt o he n he i i he on. u. In t Sel he ect a D ashboard Page Tem pl e w i at ndow , not t def t sel i e he aul ect on, and then clck O K. i v. To nam e t new page, i t Pages sect on, i the N am e box, repl he n he i n ace the t ext Page 1 w i h Product Proft by M onth. t i w . To add fl ers t t page, i the Pages sect on, ri it o he n i ght-clck the border of the H eader zone, and then sel i ect Zone Set ngs. ti i ndow , clck the O ri at on tab, sel i ent i ect Vert cal and then clck O K. i , i x. To present t fl ers vert caly, i the Zone Sett ngs w i he it i l n .
Fi gure 30.
y. From t D et l pane, add the f l i t he ais olow ng hree fl ers, posi oned i t s order, to the H eader zone: Ti e, Category and Sal Terri it ti n hi m es tory. z. Add t Sal Proft Scorecard scorecard to the Lef Col n zone. he es i t um aa. Add t Sal and Proft report to the R i he es i ght C ol n zone. um Note: The formulas required in the following step may be copied from the Assets\Snippets.txt file in the Source folder of this lab. ete t requi he red connecti ons. Each row i t t e represents a new connect on. Sel n he abl i ect the i em i t G et Val t n he ues From col n, and then on t ri um he bbon, clck C reat Connect on. C on i e i bb. U se t f l i t e t com pl he olow ng abl o tabl If t Connect on Form ul col n contai a f e. he i a um ns orm ul clck the C onnect on Form ul butt a, i i a on, and t hen enter t f he orm ul a. . Get Values From H eader - (1) Ti e m H eader - (1) Ti e m H eader - (2) C at egory H eader - (2) C at egory Send Values To Lef Col n - (1) Sal Proft Scorecard t um es i Ri ght C ol n - (1) Sal and Proft um es i Lef Col n - (1) Sal Proft Scorecard t um es i Ri ght C ol n - (1) Sal and Proft um es i Connect To Col n um D at Fi e scal Row Product C at egori es Source Value M em ber U ni que N am e M em ber U ni que N am e M em ber U ni que N am e M em ber U ni que N am e D ESCEN D AN TS(< < U ni queN am e> > , [Product [Product Cat ]. egori es]. [Subcat egory], SELF_AN Connection Formula D ESCEN D AN TS(< < U ni queN am e> > , [D at [Fi e]. scal [M onth]) ].
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H eader - (3) Sal Terri ory es t H eader - (3) Sal Terri ory es t
Lef Col n - (1) Sal Proft Scorecard t um es i Ri ght C ol n - (1) Sal and Proft um es i
Page Sal Terri es tory
M em ber U ni que N am e M em ber U ni que N am e
Note: The connection formulas allow the passed value to be intercepted and transformed. The <<UniqueName>> token represents the member(s) being passed. The first formula transforms the member(s) passed in from the Time filter (which is based on the Adventure Works data source which was configure to use the Date.Fiscal hierarchy) to pass on the Month members that columns of the scorecard. The second formula transforms the member passed from the Category filter to produce a set of members that represent the selected category and the related subcategories. This set will be passed to the rows of the sco cc. To save t dashboard and w orkspace, clck the O f i butt he i fce on, and t hen clck Save Al. i l .
Fi gure 31.
Task 9: Deploying and Exploring the Reseller Sales Dashboard
C om pl e t s Task on: et hi
VEGAS
Note: In this task, you deploy the dashboard to SharePoint and explore the interactivity features available in the dashboard. a. To depl t dashboard t SharePoi i t W orkspace Brow ser, ri oy he o nt, n he ght-clck t Reseler Sal dashboard, and then clck D epl t SharePoi i he l es i oy o nt. b. In t D epl To w i he oy ndow , sel ect t D ashboards lbrary, sel he i ect v4 i the M ast Page dropdow n lst , ensure t n er i hat t Incl he ude Page Li For N avi i checkbox i checked, and then clck O K st gat on s i .
Fi gure 32. Note: The dashboard is deployed to the selected library using the selected master page. Each dashboard is published as a folder that consists of a web page for each page within the dashboard.
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c. W hen t dashboard page renders i Int he n ernet Expl orer, not ce t i hat t t o dashboard pages appear as lnks above t Ti e fl he w i he m iter. .
Fi gure 33.
d. N oti t avaiabl Ti e fl er opt ons. Sel ce he l e m it i ect Three Years Ago, and not ce the updated scorecard and report (l i ocated beneath the scorecard). e. N ot ce t scorecard t bar, and clck the C olapse Al butt i he ool i l l on. .
Fi gure 34.
f Expand t Al Sal Terri ori m em ber, and t clck t Sal Target cel f U ni ed Ki . he l es t es he i he es l or t ngdom . ght). Revi al t ew so hat t Sal he esperson Sum m ary report (l ocat bel the scorecard) has been fl ered by U ni ed ow it ted Ki ngdom t revealt sal o he espeopl sal contri i e' es but on g. Revi t KPI D et l report (l ew he ais ocat on the ri ed .
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Fi gure 35.
h. To expl ore and anal yze t sal f José Edval he es or do. Sarai va, scrol t the bottom of the report (the scrol bar i l l o l s ocat on the f ri ed ar ght), ri ght-clck t val i t Reseler Sal Am ount cel f that sal i he ue n he l es l or esperson, and t i In t new Internet Expl . he orer w i ndow , clck t bl bar, and then i the foat ng pane, clck the Show Propert es tab. N ot ce t propert es associ i he ue n l i i i i he i ated w i t em pl th he oyee m em ber. .
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Fi gure 36.
j In t Expand To t . he ab, clck the D ate di ensi i m on, and t hen clck t Fi i he scalQ uart l er evel . .
Fi gure 37. Note: The decomposition tree produces a breakdown of the sales into fiscal quarter for the salesperson. k. To vi t st i i about t m em ber, hover over one of t fscalquarter bars and revi the tool i t ew he at st cs he he i ew t p hat appears. l To drilacross t product cat . l o egori es, clck a fscalquart i i er, i the foat ng pane, clck t Product di ensi n l i i he m on, and t hen clck the C at i egory l evelof the C at egori hi es erarchy. t n he es erarchy, hover over t Bi he kes m em ber, and clck the expand but i ton l ocated on the l t ef . m . To drildow n w i hi t Categori hi l .
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Fi gure 38.
n. Repeat t l he ast st t drildow n to t Product l ep o l he evelof t hi he erarchy f the Road Bi or kes m em ber. o. N oti w hen t ce here are t m any m em bers t di ay on t page t oo o spl he hat you can navi gate usi the l ng ast m em ber i t lst n he i . p. To f her anal urt yze t dat i gri f he a n d orm at clck the Product m enu at t t of the tree l , i he op evel and then clck G ri , i d. .
Fi gure 39.
des cont ext to t data. he q. N oti t Anal c G ri represent on of the decom posi i tree node, i udi t Inf ce he yti d ati t on ncl ng he orm ati Bar beneath t t bar t on he ool hat provi r. Cl ose t Int he ernet Expl orer w i ndow . s. To expl ore t second page of t dashboard, clck t Product Proft by M ont lnk (l he he i he i h i ocat above t Ti e fl er). ed he m it t N oti t t . ce he hree fl ers, and t it hat the Ti e fl ret ns t val sel ed on t previ m iter ai he ue ect he ous dashboard page. u. To fl er by a part cul sal t it i ar es erri ory, clck t Al Sal Terri es fl lnk, expand t Al Sal Terri es m em ber, and t t i he l es tori iter i he l es tori hen sel ect N ort Am eri h ca. onalty of t scorecard, w i h M ont m em bers across t col ns and t fl i he t h he um he itered Product Cat egory m em ber and rel ated Product Subcategory m em bers across t he v. N ot ce t scorecard updat i he es. N oti al t di ensi ce so he m scorecard. The Inf orm at on Bar m ay not be l i arge enough to di ay the ent re text so hover over the bar to revealthe fl cont spl i , iter ext appled to t report H over over t pi slces t vi thei stat st cs. i he . he e i o ew r i i .
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Fi gure 40.
w . To add addi i t onalm easures t the report ri -clck a bl o , ght i ank area w i hi the Sal and Proft report and t t n es i , hen clck Sel i ect M easures. x. To lst m easures f i rom one m easure group, i t M easure G roup dropdow n lst sel n he i , ect Reseler Sal l es. .
Fi gure 41.
y. C heck t D i he scount Am ount and Reseler O rder Q uanti m easures, and t l ty hen clck O K. i z. N ot ce t i hat t o addi i w t onalpi chart are added to t report. e s he .
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Fi gure 42. Note: In PerformancePoint Services 2010, additional measures can now be added to the Analytic Chart and Analytic Grid reports by the user. aa. To fni up, cl i sh ose t Int he ernet Expl orer w i ndow .
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