Tuesday, April 8, 2014

How to create PerformancePoint dashboard in SharePoint 2013


This is a step by step guide to creating a Performance Point dashboard with an OLAP cube as the data source using the AdventureWorks cube.  It’s a simple example, but demonstrates many of the concepts you’ll use in PerformancePoint.
1.   Create a Business Intelligence Center site.  Click on the Dashboards link in the left menu.
2.   Click on the Performance Point Ribbon, then click the Dashboard Designer button to launch the Dashboard Designer:
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3.   In the Dashboard Designer, create a data source by right-clicking on the Data Connections folder in the left column and choose “New Data Source”:

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4.   Select a data source template.  I’ll use Analysis Services to connect to my AdventureWorks demo cube:
  
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Tip:  I used this TechNet article to setup the AdventureWorks demo data:  http://technet.microsoft.com/en-us/library/jj573016.aspx

5.   For an Analysis Services data source, enter the SQL Server name.  Then use the Database drop down to select an available database and use the Cube drop down to select the cube.
There are several choices for authentication.  I selected the Unattended Service Account for my demo dashboard. 
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6.   Test the data source to make sure you can connect.

7.   Rename the data source by right clicking on the name.  Then save your work.

8.   Create a report to display on the dashboard.  Right click on PerformancePoint Content and choose New -> Report: 

9.   Select a report template.  I’m using Analytic Chart:

10.   Select the data source you created and click Finish:

11.   Rename your report:

12.   Select your measures and dimensions for the chart in the Details panel in the right column and drag them to the series and bottom axis sections at the bottom of the report:
13.   Review the results and save your work.  Create another report for your dashboard by repeating this process.
14.   Create a dashboard page to host the report(s).  Right-click on PerformancePoint content and choose New-> Dashboard.  Select a template:

15.   Add the report you created by dragging it from the right column into a zone on the dashboard:

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16.   Rename the dashboard and save your work.
17.   Right-click on the dashboard and choose Deploy to SharePoint:

18.   Choose a BI Center site to deploy to and click OK:

19.   When deployment is complete, the new dashboard will open in a browser:

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