Category Archives: Performance Point

Performance Point 2010

Self Service BI Navigation Menu in Sharepoint

Less than 10 easy steps to create a Sharepoint Self Service Business Intelligence Navigation menu like this…

SelfServiceBINavigation

A link to PowerPivot will open your PowerPivot Site, Dashboard Designer will open your Performance Point Dashboard Designer, and the third item in the menu is for the Report Builder 3.0 click once application.

First, open your site, go to Site Actions > Site Settings > then Under Look and Feel select Navigation.

SharepointNavigation

Under Global Navigation select these settings…

SharepointGlobalNavigation

Under Navigation and Sorting, select Global Navigation and select Add Heading…

Sharepoint Navigation and Sorting

Give the Heading a name…Self Service…

SharepointSelfServiceHeading

Now select the Self Service Heading and we are going to add 3 links for PowerPivot, Performance Point Dashboard Designer and Report Builder.  The PowerPivot link will already be there if you have created a PowerPivot site.  Simply select PowerPivot under Global Navigation and select Move Up or Move Down to position this item directly underneath the Self Service Heading.

SelfService3links

To Add a Dashboard Designer link, select Self Service then Select Add Link…

SharepointBIAddLink

Name the link “Dashboard Designer” and set the URL to be something like this (may vary for your Sharepoint site) e.g. if your BI site is referenced as /sites/BI/yoursite then try…

/sites/BI/yoursite/_layouts/ppswebparts/designerredirect.aspx

SharepointDashboardDesignerLink

Now add another link and name the link “Report Builder 3.0″…with the URL set to be something like this (may vary for your Sharepoint site) e.g. try this for start…

/_vti_bin/reportbuilder/ReportBuilder_3_0_0_0.application

SharepointReportBuilder

Now click OK on your Navigation screen MOST IMPORTANTLY !….Clicking OK at your Navigation screen will save all the changes you just made to the Navigation menu – otherwise all your good work will be lost! Scroll down until you see the heading Show and Hide ribbon – the OK button you need is below here!

SharepointNavigationOK

Now test each link in your new Global Navigation Self Service menu to make sure each link launches successfully…

TestingLinks

Thats it – a Self Service BI menu in Sharepoint in under 10 easy steps !

PowerPivot as a data source for Performance Point 2010

Here’s a quick run down of some considerations for using PowerPivot as a data source for Performance Point 2010.

First, make sure your integrated Microsoft Business Intelligence SQL Server 2012 Sharepoint 2010 environment has Service Pack 1 applied http://www.microsoft.com/en-au/download/details.aspx?id=35575.  The assumption here is you already have SQL Server 2012 PowerPivot integrated with Sharepoint 2010.    Now, as a small side consideration, if you think you may want your Power View reports to hit a multi dimensional Analysis Services cube, you could consider installing this update http://www.microsoft.com/en-au/download/details.aspx?id=35822 which provides this capability but also includes all the cumulative updates up to SQL Server 2012 Service Pack 1.   The catch is its CTP.  Once you’re done you create the multi dimensional data source against your Power View report as follows http://social.technet.microsoft.com/wiki/contents/articles/14704.create-a-power-view-report-with-a-multidimensional-model-data-source.aspx.
 

Moving on to Performance Point on PowerPivot, there are a few patches that you need to consider.  First, a fix is available that addresses a few problems, you may want to read about it and download here …

http://support.microsoft.com/kb/975954.

Second, you also must have the ADOMD 10 driver installed on the server on which you are authoring the Dashboard in order to access a PowerPivot workbook as a data source.   Once you’re done, instructions for how to create your PowerPivot data source in Performance Point included at the end of this article but note Performance Point Time Intelligence is not supported for PowerPivot data sources.

http://technet.microsoft.com/en-us/library/ff191197(v=office.14).aspx

It is interesting Microsoft have not included a link to the ADOMD 10 driver in these instructions.  You can however find the ADOMD 10 driver on the SQL Server 2008 R2 Service Pack 2 Resource Kit  http://www.microsoft.com/en-au/download/details.aspx?id=30440.

I think thats about it, feel free to share your experiences on this.

Forecasting and Budgeting with the Microsoft Business Intelligence stack

There are a myriad of point and shoot forecasting and planning tools out there however the Microsoft Business Intelligence stack has capabilities in this area too.   You may already have some Microsoft infrastructure so its worth looking what you can do in Sharepoint, Excel and the other Microsoft BI tools before you go and buy yet another reporting tool.

Check it this whitepaper here that discusses some scenarios in the planning and budgeting process and some how some typical architectures might be assembled together to meet each scenario…

http://blogs.technet.com/b/tothesharepoint/archive/2010/07/07/creating-planning-budgeting-and-forecasting-solutions-and-scenarios-with-microsoft-174-office-2010-microsoft-sharepoint-174-server-2010-and-microsoft-sql-server-174-2008-r2.aspx.

New Performance Point 2013 Features

Performance Point 2013 is just around the corner and you can take a peak of the new features here in this great post by Kevin Donovan http://blogs.msdn.com/b/performancepoint/archive/2012/08/03/what-s-new-in-performancepoint-services-2013.aspx.

First whats not cool ?

The charts and grids still may not address concerns for a more visually exciting and customisable set of charts and grids – yawn.  Also the support for new Sharepoint themes is welcoming however how easy it is for general users to quickly design and deploy spicy mobile ready dashboards remains to be seen.

Whats cool ???

1. Themes to spice up those Dashboards.

2. The BI Center now gets a different skin, although a more metro interface would be good.

3. The Dashboard Designer is now easier to launch.

4. A host of Filter enhancements and performance improvements such as being able to filter a measure.

5. Easier support for sites that don’t do Kerberos, and an improved migration tool.

Thats it for now, I’ll be putting it through its paces in the coming months.  All in all, I think its worth the upgrade simply for the filter on a measure feature and improvements on filters in general.  Still not glossy magazine dashboard material but an improvement on a proven and easy to use Performance Point platform.

Performance Point Cascading Parameters Connection Formula Example

A simple but intuitive requirement in a report is the ability to restrict the 2nd parameter values based on what you selected in the 1st parameter.   Such an example might be to restrict the list of Staff depending on the Office you selected previous.

In Performance Point this is known as Cascading parameters and was only ushered in with Sharepoint 2010 Service Pack 1.

The implementation of this requires you to insert the following code in the Connection Formula when creating the connection between the 1st filter and the 2nd filter within the Performance Point dashboard.  When creating the filter you could either select “MDX Query” or “Member selection”.

Last but not least you need to create a connection between the 1st parameter and the 2nd parameter inside your Performance Point dashboard.  Drag in the filters as you normally would, then create a connection from the 1st filter to the 2nd filter.  The connection from the 1st to the 2nd filter has a Connection formula defined along the lines of the following.  Note <<SourceValue>> is a moniker and needs to be typed as is.  If your 1st filter and 2nd filter come from different Analysis Services dimensions, then the Measure Group is used to determine the list of member’s in the 2nd filter that relate to the selection made in the 1st filter.


NONEMPTY(EXISTS({[Dimension you want to restrict].children},&lt;&lt;SourceValue&gt;&gt;,'Your Measure Group'))

Performance Point – Restricting Years with a custom MDX Parameter Filter

If your first Performance Point report parameter is Year, you may want to restrict the list of available years to a more manageable size.   For example, you may only care for non empty years or the last few years that have measure group data associated.

First, you will need to create a new filter in Performance and select “MDX Query” when prompted.

A sample set of MDX is provided below to select the Non Empty Years for the Measure used for this demo … “MeasureX”. The output is returned in descending order for the parameter value.


ORDER(
NONEMPTY( {[Year].[Year Name].[Year Name].Members},
                  Measures.MeasureX ), [Year].[Year Name].CurrentMember.MEMBER_KEY, DESC
)

To restrict the list further you could get top 3 performing years i.e.


ORDER(
NONEMPTY( TOPCOUNT({[Year].[Year Name].[Year Name].Members},
                   3,
                  Measures.MeasureX )), [Year].[Year Name].CurrentMember.MEMBER_KEY, DESC
)