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Hands On Lab Developing Reports and Dashboards with

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					Hands-On Lab
SharePoint 2010 Insights
Exercise 2: Developing Reports and Dashboards with SharePoint 2010
PerformancePoint Services



Lab version:     1.0.0
Last updated:    11/13/2011
CONTENTS

OVERVIEW ................................................................................................................................................... 3

EXERCISE 2: DEVELOPING PERFORMANCEPOINT REPORTS AND DASHBOARDS ........................ 5
       Task 1 – Opening the Reseller Sales Workspace ................................................................................... 5
       Task 2 – Creating the Sales and Profit Report....................................................................................... 8
       Task 3 – Creating the Salesperson Summary Report .......................................................................... 11
       Task 4 – Creating the KPI Details Report ............................................................................................. 15
       Task 5 – Creating the Time Filter ........................................................................................................ 17
       Task 6 – Creating the Category Filter .................................................................................................. 22
       Task 7 – Creating the Sales Territory Filter ......................................................................................... 25
       Task 8 – Creating the Reseller Sales Dashboard ................................................................................. 26
       Task 9 – Deploying and Exploring the Reseller Sales Dashboard ........................................................ 35

SUMMARY .................................................................................................................................................. 44
Overview
In this exercise, you will continue to develop the workspace created in Exercise 1 (or commence with a
starter file) by creating reports, filters and a dashboard.

       Exercise 1: Developing KPI's and Scorecards with SharePoint 2010 PerformancePoint Services

       Exercise 2: Developing Reports and Dashboards with SharePoint 2010 PerformancePoint
        Services
Note that a primary intention of the lab exercises is to demonstrate new features available in this
release. In doing so, the design approaches taken may not necessarily be the best way to achieve the
outcome.

 Note: Before you start with this exercise, you must ensure that your machine meets the system
 requirements detailed in the next section. Additionally, you must complete the setup steps described
 in the next section. Optionally, to cleanup upon completion of the exercise, you can complete the
 cleanup steps.



The lab scenario centers around the sales activites of the Adventure Works company. This company
manufactures and sells bicycles and related products to various global markets via reseller and internet
channels.
Specifically in this series of exercises, you will produce a dashboard that will be published to SharePoint.
The dashboard will allow users to monitor and analyze the sales activities and profitability of the
company reseller operations.
One KPI will be created that will allow for the comparison of sales and sales quotas, and profit margin to
a fixed goal of 3%, across all fiscal periods, product categories and subcategories, and sales territory
regions.
To support the monitoring requirements, two scorecards will be created to produce different
perspectives of a single KPI. To support the analyzing requirements, three reports will be created.
The scorecards and reports will be embedded into a dashboard whereby filters will be used to slice by
fiscal periods, product categories and sales territories. The dashboard will be deployed to SharePoint so
that it can be viewed and explored by Adventure Works sales management.


Objectives
The objective of this exercise are to:
       Create and configure Reports
       Create and configure Filters
       Create and configure a Dashboard

       Explore the deployed Dashboard and interactivity features



System Requirements
You must have the following items to complete this lab:
        1. Microsoft SQL Server 2008 R2:
               a. Analysis Services (Native mode)
        2. Sample Databases for Microsoft SQL Server 2008 R2
               a. AdventureWorksDW2008R2 sample database
               b. Adventure Works DW 2008R2 Analysis Services database
        3. Microsoft SharePoint 2010
               a. A web application based on the Business Intelligence Center site template
               b. The user doing the lab exercise must have permission to contribute and read content
                  in the site



Setup
If you followed the setup instructions for Exercise 1: Developing PerformancePoint KPIs and
Scorecards, then there is no need to repeat the setup steps again for this exercise.

 Note: To perform the setup steps you need to run the scripts in a command window with
 administrator privileges.



    1. Launch the Configuration Wizard for this Lab by running the Setup.cmd script located under the
       Setup folder in the Source folder of this lab. Install any pre-requisites that are missing
       (rescanning if necessary) and complete the wizard.

         Note: The Configuration Wizard adds additional records to the AdventureWorksDW2008R2
         database, performs an updated process of the Date dimension in the Adventure Works DW
         2008R2 analysis services database and creates a new SharePoint site using the Business
         Intelligence Center site template. It also creates the 'SQLServerTrainingKitAlias' sever alias
         used to establish a connection with the database server
Cleanup
To undo the setup modifications and restore the databases to their initial state run the Cleanup.cmd
script located under the Setup folder in the Source folder of this lab.



Exercises
This Hands-On Lab comprises the following exercise:
    1. Developing PerformancePoint Reports and Dashboards

Estimated time to complete this lab: 60 minutes.




Exercise 2: Developing PerformancePoint
Reports and Dashboards
In this exercise, you will continue to develop the workspace created in Exercise 1 by creating reports,
filters and a dashboard.
Task 1 – Opening the Reseller Sales Workspace
In this task, you will open and import the starter workspace that represents the workspace at the
completion of Exercise 1.

 Note: If you completed Exercise 1, you can continue to develop the workspace you created in that
 exercise, and there is no requirement to complete the steps in this task.



    1. Start Internet Explorer from Start | All Programs | Internet Explorer.
    2. Navigate to the SharePoint2010InsightsLab site that was created during the setup operations of
       this lab using the Business Intelligence Center site template.

         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://localhost as the site collection, the URL of the site would be
         http://localhost/SharePoint2010InsightsLab.



    3. On the home page, hover over the Create Dashboards label (located in the bottom right).
    4. In the left pane, click the Start Using PerformancePoint Services link.
   Figure 1
   Clicking the Start Using PerformancePoint Services link


5. When the PerformancePoint Service page loads, click Run Dashboard Designer.
6. When prompted, click Run.

     Note: Dashboard Designer is now available from All Programs | SharePoint |
     PerformancePoint Dashboard Designer.



7. When Dashboard Designer opens, on the Home ribbon tab, inside the Import group, click
   Import Items.
8. In the Import Items window, navigate to Ex2-DevelopingPpsReportsAndDashboards\Begin in
   the Source folder of this lab, select the Reseller Sales.ddwx workspace file, and then click Open.
9. In the Import Items to SharePoint window, for the Data Connections library, in the Copy To
   column, click (not selected).
10. In the Add Lists window, select the Data Connections library, and then click OK.
11. Repeat the last two steps to associate the PerformancePoint Content list also.
12. In the Import Items to SharePoint window, click Next.




   Figure 2
   Importing items to SharePoint


13. When the import process has completed, click Finish.
        Figure 3
        Importing items to SharePoint



Task 2 – Creating the Sales and Profit Report
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.
    1. To add a report to the workspace, in the Workspace Browser, ensure the PerformancePoint
       Content list is selected, then on the Create ribbon tab, inside the Reports group, click Analytic
       Chart.
    2. In the Create an Analytic Chart Report window, select the Adventure Works data source, and
       then click Finish.
   Figure 4
   Selecting a data source for the analytic chart report


3. To rename the report, in the Workspace Browser, modify the report name to Sales and Profit,
   and then press Enter.
4. To assign the report to a folder, in the Design pane, click the Properties tab, and then in the
   Display Folder box, enter Reports.
5. In the design pane, click the Design tab.
6. To set the report type, on the Edit ribbon tab, inside the View group, click Report Type, and
   then select Pie Chart.
7. To configure the report design, in the Details pane, expand the Measures category, and then
   drag the Reseller Sales Amount measure into the Bottom Axis drop zone.
8. Repeat the last step to add the Reseller Gross Profit measure beneath the Reseller Sales
   Amount measure in the Bottom Axis drop zone.
9. In the Details pane, expand the Dimensions category, expand the Reseller dimension, and then
   drag the Business Type hierarchy into the Series drop zone.
10. To configure filter endpoints, from the Details pane, drag the following hierarchies into the
    Background drop zone:

    Dimension                         Hierarchy

    Date                              Fiscal (located in the Fiscal folder)

    Product                           Categories

    Sales Territory                   Sales Territory



     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 in this exercise, the background hierarchies will become
     endpoints to which filter values will be passed.



   Your report design should resemble the following:




   Figure 5
   Completed Sales and Profit report design


11. To show the chart information bar, on the Edit ribbon tab, inside the View group, click Settings.
12. In the View Settings window, check Show Information Bar and then click OK.




   Figure 6
   Showing the Information Bar in the Sales and Profit report
         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.



    13. Right-click any blank area surrounding the pie charts. Review the options, but do not select 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 chart labels.
         You will explore the interactivity features in the published dashboard as part of the last task in
         this exercise.



    14. Right-click the Reseller Sales Amount chart label. Review the available options, but do not
        select any.
    15. In the Workspace Browser, right-click the Sales and Profit report, and then click Save.

         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 slices increase in number, so too does the difficulty in
         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
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
dashboard.
    1. To add a report to the workspace, in the Workspace Browser, right-click the Reports folder,
       point to New, and then click Report.
    2. In the Select a Report Template window, select the Analytic Grid template, and then click OK.
   Figure 7
   Creating a new report using the Analytic Grid template


3. In the Create an Analytic Grid Report window, select the Adventure Works data source, and
   then click Finish.
4. To rename the report, in the Workspace Browser, modify the report name to Salesperson
   Summary, and then press Enter.
5. To configure the report design, in the Details pane, drag the following hierarchies and measures
   to the respective drop zones:

    Type             Dimension            Measure / Hierarchy                     Drop Zone

    Dimension        Employee             Employees                               Rows

    Measures         N/A                  Reseller Sales Amount                   Columns

    Dimension        Date                 Fiscal (located in the Fiscal folder)   Background

    Dimension        Sales Territory      Sales Territory                         Background



   Your report design should resemble the following:
   Figure 8
   Completed Salesperson Summary report design


6. To select the employee members, in the Rows drop zone, click the down arrow ( ) next to the
   Employee Employees hierarchy.
7. In the Select Members window, right-click the All Employees member, point to Autoselect
   Members, click Select All Descendants, and then click OK.




   Figure 9
   Selecting the employee members


8. To remove empty grid rows, on the Edit ribbon tab, inside the Query group, click Filter, and
   then click Filter Empty Rows.
9. To show the information bar, on the Edit ribbon tab, inside the View group, click Settings.
10. In the View Settings window, check Show Information Bar, and then click OK.
   Figure 10
   Showing the Information Bar


11. To format the grid background color, on the Edit ribbon tab, inside the Font group, click the Fill
    Color button, and then select a light color.




   Figure 11
   Locating the Fill Color button


12. To modify the number format, select any cell within the Reseller Sales Amount column, and
    then on the Edit ribbon tab, inside the Number group, click the comma button (        ).

     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.
    13. In the Workspace Browser, right-click the Salesperson Summary report and then click Save.




        Figure 12
        Salesperson Summary report after applying all the styles



Task 4 – Creating the KPI Details Report
In this task, you will create a KPI Details report.
    1. To add a report to the workspace, in the Workspace Browser, right-click the Reports folder,
       point to New, and then click Report.
    2. In the Select a Report Template window, select the KPI Details template, and then click OK.
   Figure 13
   Creating a new report using the KPI Details template


3. To name the report, in the Workspace Browser, modify the name to KPI Details, and then press
   Enter.
4. Review the available properties, but do not change any.
        Figure 14
        Reviewing the available properties of the KPI Details report



         Note: In PerformancePoint Services 2010, this new report type is used to present details of the
         selected KPI metric.



    5. In the Workspace Browser, right-click the KPI Details report, and then click Save.

Task 5 – Creating the Time Filter
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 by multiple dashboards.
    1. To add a filter to the workspace, in the Workspace Browser, right-click the PerformancePoint
       Content list, point to New, and then click Filter.
2. In the Select a Filter Template window, select the Time Intelligence template (be careful not to
   select the last template which is the Time Intelligence Connection Formula), and then click OK.




   Figure 15
   Creating a new filter using the Time Intelligence template


3. In the Create a Filter window, click Add Data Source.
4. In the Select a Data Source window, select the Adventure Works data source, and then click
   OK.
5. In the Create a Filter window, click Next.
   Figure 16
   Selecting a data source for the filter


6. To add a time formula, in the Formula box, enter Month, and then in the Display Name box,
   replace the value with This Month.

     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 data source in Exercise 1, PerformancePoint Services can
     convert the TI formula to the equivalent Fiscal hierarchy member(s) based on the current date.



7. Configure the following additional time formulas:

    Formula                            Display Name

    Year.FirstMonth : Month            YTD Month

    Quarter                            This Quarter

    Semester                           This Semester

    Year                               This Year
    Year-1                              Last Year

    Year-2                              Two Years Ago

    Year-3                              Three Years Ago

    Year-4                              Four Years Ago




   Figure 17
   Typing the formulas for the filter



     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.



8. To preview the formulas, click the Preview button.
   Figure 18
   Previewing the formulas


9. Review the formula and member sets, and then click Close.
10. In the Create a Filter window, click Next.
11. In the Select Display Method page, notice the default selection, and then click Finish.
        Figure 19
        Selecting the default Display Method


    12. To name the filter and assign it to a folder, in the design pane, click the Properties tab.
    13. In the Name box, replace the text with Time.
    14. In the Display Folder box, enter Filters, and then click the Editor tab.
    15. In the Workspace Browser, right-click the Time filter, and then click Save.

Task 6 – Creating the Category Filter
In this task, you will define a Member Selection filter that will allow users to filter the dashboard by the
product categories.
    1. To add a filter to the workspace, in the Workspace Browser, right-click the Filters folder, point
       to New, and then click Filter.
    2. In the Select a Filter Template window, select the Member Selection template, and then click
       OK.
   Figure 20
   Creating a new filter using the Member Selection template


3. In the Create a Filter window, select the Adventure Works data source, and then click Next.
4. To select the members, in the Select Members page, click Select Dimension.
5. In the Select Dimension window, select the Product.Product Categories hierarchy, and then
   click OK.
6. Click Select Members.
7. In the Select Members window, expand the All Products member, and then check each of the
   four product categories:
8. Right-click the Bikes member and then select Set as Default Selection.
   Your selection should resemble the following:
   Figure 21
   Configuring the member selection


9. Click OK.

     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 in this filter. If you require dynamic memberships, create an
     MDX Query filter. You will create an MDX Query filter in the next task.



10. In the Create a Filter window, click Next.




   Figure 22
        Selecting the members for the filter


    11. In the Select Display Method, click Finish.
    12. In the Workspace Browser, modify the name of the filter to Category, and then press Enter.
    13. In the Workspace Browser, right-click the Category filter, and then click Save.

Task 7 – Creating the Sales Territory Filter
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).
    1. To add a filter to the workspace, in the Workspace Browser, right-click the Filters folder, point
       to New, and then click Filter.
    2. In the Select a Filter Template window, select the MDX Query template, and then click OK.




        Figure 23
        Creating a new filter using the MDX Query template


    3. In the Create a Filter window, select the Adventure Works data source and then click Next.
    4. To retrieve all leaf members from the Sales Territory hierarchy, in the Enter MDX Formula
       page, type the following MDX code:
        MDX
        [Sales Territory].[Sales Territory].Members



    5. Click Next.
    6. In the Select Display Method page, select Tree, and then click Finish.
    7. In the Workspace Browser, modify the name of the filter to Sales Territory, and then press
       Enter.
    8. In the Workspace Browser, right-click the Sales Territory filter, and then click Save.

Task 8 – Creating the Reseller Sales Dashboard
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 defined to further filter the Salesperson Summary report when a 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 Sales Profit Scorecard scorecard, and will also filter the Sales and 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.
    1. To add a dashboard to the workspace, in the Workspace Browser, right-click the
       PerformancePoint Content list, point to New, and then click Dashboard.
    2. In the Select a Dashboard Page Template window, note the default selection, and then click
       OK.
   Figure 24
   Creating a new dashboard using the default template


3. In the Workspace Browser, modify the name of the dashboard to Reseller Sales, and then press
   Enter.
4. In the Design pane, click the Properties tab.
5. In the Display Folder box, enter Dashboards, and then click the Editor tab.
6. To name the page, in the Pages section, replace the text with Sales Performance in the Name
   box.
7. To add a filter to the Header zone, in the Details pane, expand the Filters category, expand the
   PerformancePoint Content list, expand the Filters folder, and then drag the Time filter into the
   Header zone.
8. Repeat the last step to add the Sales Performance Scorecard scorecard to the Left Column
   zone, and the KPI Details report to the Right Column zone.
9. To add a new zone, right-click the border of the Right Column zone, and then click Add Below.
10. Scroll to the bottom of the Dashboard Content pane to locate the new zone, right-click the
    border of the new zone, and then click Zone Settings.
11. In the Zone Settings window, in the Name box, replace the text with Footer, and then click OK.
12. Add the Salesperson Summary report to the Footer zone.
13. To configure the connections from the Time filter, select the Time filter in the Header zone and
    then click Create Connection on the Edit ribbon tab.
14. In the Connection window, in the Send Values To dropdown list, select Left Column – (1) Sales
    Performance Scorecard.

     Note: The notation used to uniquely identify dashboard items is: [Zone Name] – ([Display
     Position Within Zone]) [Item Name].




   Figure 25
   Configure the Connection items


15. Click the Values tab, select Page in the Connect to dropdown list and then select Member
    Unique Name in the Source Value dropdown list.
   Figure 26
   Configuring the Connection values



     Note: This connection will pass Time filter’s member unique value(s) to filter the scorecard.



16. In the Connection window, click OK
17. Select the Time filter again, and configure a connection to the Footer – (1) Salesperson
    Summary, passing Member Unique Name to the Date Fiscal hierarchy.
   Figure 27
   Configuring a new connection for the Time filter



     Note: Recall that Date Fiscal was introduced into the background of the Salesperson Summary
     report to receive filter values.



18. To configure the connection to the KPI Details report, in the Right Column zone, select the KPI
    Details report, and configure a connection from Left Column – (1) Sales Performance
    Scorecard, passing the scorecard Cell : Context to the report Cell.
   Figure 28
   Configuring a new connection for the KPI Details report



    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 scorecard cell.



19. To configure the connection to the Salesperson Summary report, select the Salesperson
    Summary in the Footer zone, and configure a connection from Left Column – (1) Sales
    Performance Scorecard, passing the scorecard Member Row : Member Unique Name to the
    Sales Territory.
   Figure 29
   Configuring a new connection for the Salesperson Summary report



     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 selected hierarchy member to the Salesperson Summary
     report.



20. To add a second page to the dashboard, in the Pages section, click the New Page button.
21. In the Select a Dashboard Page Template window, note the default selection, and then click
    OK.
22. To name the new page, in the Pages section, in the Name box, replace the text Page 1 with
    Product Profit by Month.
23. To add filters to the page, in the Pages section, right-click the border of the Header zone, and
    then select Zone Settings.
24. To present the filters vertically, in the Zone Settings window, click the Orientation tab, select
    Vertical, and then click OK.
   Figure 30
   Changing the orientation of the Header zone to Vertical


25. From the Details pane, add the following three filters, positioned in this order, to the Header
    zone: Time, Category and Sales Territory.
26. Add the Sales Profit Scorecard scorecard to the Left Column zone.
27. Add the Sales and Profit report to the Right Column zone.

     Note: The formulas required in the following step may be copied from the Assets\Snippets.txt
     file in the Source folder of this lab.



28. Use the following table to complete the required connections. Each row in the table represents
    a new connection. Select the item in the Get Values From column, and then on the ribbon, click
    Create Connection. Configure the connection properties based on the columns in the table. If
    the Connection Formula column contains a formula, click the Connection Formula button, and
    then enter the formula.

    Get         Send Values To     Connect To        Source Value    Connection Formula
    Values
    From

    Header      Left Column –      Column            Member Unique   DESCENDANTS(<<UniqueName>>,
    – (1)       (1) Sales Profit                     Name            [Date].[Fiscal].[Month])
    Time        Scorecard

    Header      Right Column –     Date Fiscal       Member Unique
    – (1)       (1) Sales and                        Name
    Time        Profit

    Header      Left Column –      Row               Member Unique   DESCENDANTS(<<UniqueName>>,
    – (2)       (1) Sales Profit                     Name            [Product].[Product
    Category    Scorecard                                            Categories].[Subcategory],
                                                                     SELF_AND_BEFORE)

    Header      Right Column –     Product           Member Unique
    – (2)       (1) Sales and      Categories        Name
    Category    Profit

    Header      Left Column –      Page              Member Unique
    – (3)       (1) Sales Profit                     Name
    Sales       Scorecard
    Territory

    Header      Right Column –     Sales Territory   Member Unique
    – (3)       (1) Sales and                        Name
    Sales       Profit
    Territory



     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 relate to the passed in members. This set will be passed to
     the 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 scorecard.



29. To save the dashboard and workspace, click the Office button, and then click Save All.
        Figure 31
        Reseller Sales dashboard



Task 9 – Deploying and Exploring the Reseller Sales Dashboard
In this task, you deploy the dashboard to SharePoint and explore the interactivity features available in
the dashboard.
    1. To deploy the dashboard to SharePoint, in the Workspace Browser, right-click the Reseller
       Sales dashboard, and then click Deploy to SharePoint.
2. In the Deploy To window, select the Dashboards library, select v4 in the Master Page
   dropdown list , ensure that the Include Page List For Navigation checkbox is checked, and then
   click OK




   Figure 32
   Deploying the Reseller Sales dashboard to SharePoint



     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.



3. When the dashboard page renders in Internet Explorer, notice that the two dashboard pages
   appear as links above the Time filter.
   Figure 33
   Browsing the dashboard pages in SharePoint


4. Notice the available Time filter options. Select Three Years Ago, and notice the updated
   scorecard and report (located beneath the scorecard).
5. Notice the scorecard toolbar, and click the Collapse All button.




   Figure 34
   Collapsing the scorecard hierarchy


6. Expand the All Sales Territories member, and the click the Sales Target cell for United Kingdom.
7. Review the KPI Details report (located on the right). Review also that the Salesperson Summary
   report (located below the scorecard) has been filtered by United Kingdom to reveal the
   salespeople’ sales contribution in that sales territory.




   Figure 35
   Reviewing the KPI Details and Salesperson Summary reports


8. To explore and analyze the sales for José Edvaldo. Saraiva, scroll to the bottom of the report
   (the scroll bar is located on the far right), right-click the value in the Reseller Sales Amount cell
   for that salesperson, and then click Decomposition Tree.
9. In the new Internet Explorer window, click the blue bar, and then in the floating pane, click the
   Show Properties tab. Notice the properties associated with the employee member.
   Figure 36
   Reviewing the properties of the salesperson


10. In the Expand To tab, click the Date dimension, and then click the Fiscal Quarter level.
   Figure 37
   Drilling down the Date dimension (your data may differ)



     Note: The decomposition tree produces a breakdown of the sales into fiscal quarter for the
     salesperson.



11. To view the statistics about the member, hover over one of the fiscal quarter bars and review
    the tooltip that appears.
12. To drill across to product categories, click a fiscal quarter, in the floating pane, click the Product
    dimension, and then click the Category level of the Categories hierarchy.
13. To drill down within the Categories hierarchy, hover over the Bikes member, and click the
    expand button located on the left.
   Figure 38
   Drilling down the Categories hierarchy (your data may differ)


14. Repeat the last step to drill down to the Product level of the hierarchy for the Road Bikes
    member.
15. Notice when there are too many members to display on the page that you can navigate using
    the last member in the list.
16. To further analyze the data in grid format, click the Product menu at the top of the tree level,
    and then click Grid.




   Figure 39
   Analyzing the data in an Analytic Grid


17. Notice the Analytic Grid representation of the decomposition tree node, including the
    Information Bar beneath the toolbar that provides context to the data.
18. Close the Internet Explorer window.
19. To explore the second page of the dashboard, click the Product Profit by Month link (located
    above the Time filter).
20. Notice the three filters, and that the Time filter retains the value selected on the previous
    dashboard page.
21. To filter by a particular sales territory, click the All Sales Territories filter link, expand the All
    Sales Territories member, and then select North America.
22. Notice the scorecard updates. Notice also the dimensionality of the scorecard, with Month
    members across the columns and the filtered Product Category member and related Product
    Subcategory members across the rows. Also, notice the Sales and Profit report to the right of
    the scorecard. The Information Bar may not be large enough to display the entire text, so hover
    over the bar to reveal the filter context applied to the report. Hover over the pie slices to view
    their statistics.




    Figure 40
    Reviewing the Product Profit by Month dashboard


23. To add additional measures to the report, right-click a blank area within the Sales and Profit
    report, and then click Select Measures.
24. To list measures from one measure group, in the Measure Group dropdown list, select Reseller
    Sales.
   Figure 41
   Selecting a Measure Group


25. Check the Discount Amount and Reseller Order Quantity measures, and then click OK.
26. Notice that two additional pie charts are added to the report.
        Figure 42
        Adding new measures to the Sales and Profit report



          Note: In PerformancePoint Services 2010, additional measures can now be added to the
          Analytic Chart and Analytic Grid reports by the user.



    27. To finish up, close the Internet Explorer window.



Summary
In this lab, you created three reports. One report using the Analytic Chart, another using the Analytic
Grid, and the third being a KPI Details report. You then defined three filters using different filter types:
Time Intelligence, Member Selection and MDX Query.
You then assmebled the filters, scorecards and reports to produce a two-page interactive dashboard.
This dashboard was deployed to a SharePoint library where upon you explored the functionality of the
pages, including the new PerformancePoint Server 2010 decomposition tree.

				
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