Simple Way to Create a PPS Dashboard
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Simple Way to Create a PPS Dashboard

By Niraj Tenany  |  Published on May 28, 2014

Netwoven Blog

PerformancePoint Services in SharePoint 2013 is a service that provides flexible tools to help us to create rich dashboards, scorecards, and key performance indicators in web browsers. PerformancePoint Service helps management users to analyse data for better business decisions.

Steps to Create Performance Point Service

First, we have to create a Business intelligence site as shown below:

Simple Way to Create a PPS Dashboard

Once the site gets created, go to “Site Contents”

Simple Way to Create a PPS Dashboard

For designing a dashboard, click on the “Dashboards” library.

Go to ribbon “PERFORMANCE POINT” and click on “Dashboard Designer” as shown below

Simple Way to Create a PPS Dashboard

Launch the Dashboard Designer as shown below

Simple Way to Create a PPS Dashboard

So the first step is to “create a Data Connection”. Right click “Data Connection” and click on “New Data Source”

Simple Way to Create a PPS Dashboard

Various Types of Data Connection available in listed above. Choose “Multidimensional” and “Analysis Services”. Click the OK button as shown in figure below:

Simple Way to Create a PPS Dashboard

Create a connection string by specifying Server Name, Database Name and Cube name. Then Click on Test Data Source. Rename Data Connections as “PPSSSASCon” and Save this. Right click “PerformancePoint Contents”, New and select Report as shown below:

Simple Way to Create a PPS Dashboard

Select Analytic Chart and Click on Ok

Simple Way to Create a PPS Dashboard

Choose Data Source you would like to use. Choose “PPSSSASCon”.

Simple Way to Create a PPS Dashboard

Click finish button. Rename the report as “PPS Chart”

From the Details pane which is on our right side, drag and drop measures and dimensions depends on the requirement.

Simple Way to Create a PPS Dashboard

Right click “PerformancePoint Contents”, New and select Dashboard as shown below:

Simple Way to Create a PPS Dashboard

Click on Dashboard to Create a New Dashboard Page Template as shown below:

Simple Way to Create a PPS Dashboard

Select One Zone Report and Click on Ok

Simple Way to Create a PPS Dashboard

Rename it as PPS Dashboard

Drag and Drop the PPSChart from the Right pane details of the Performance Point Content as shown below:

Simple Way to Create a PPS Dashboard

Save the Dashboard and Deploy the SharePoint site, Right click the “PPS Dashboard” and click on “Deploy to SharePoint”

Simple Way to Create a PPS Dashboard

Create a filter for filtrations of Dashboard

Simple Way to Create a PPS Dashboard

Select members sections and Click Ok

Simple Way to Create a PPS Dashboard

Select Analysis Service Connection “PPSSSASCon” and Next

Simple Way to Create a PPS Dashboard

Select “Select dimendion” button from right side and choose “Calendar Year Desc” as filters and Click on Ok.

Simple Way to Create a PPS Dashboard

Then Select all filters members

Simple Way to Create a PPS Dashboard

After the two steps is done then select “filters measures” Sales Amount

Simple Way to Create a PPS Dashboard

Click Next and “Choose Multi Select Tree”–> Click Finish and Rename Filters as “PPSFilters”

Simple Way to Create a PPS Dashboard

Again Go to “PPSDashboard” and drag and drop the PPS Filters to Dash board section

Now the following PPS Dashboard is ready to use after the deployment

By Niraj Tenany

Niraj is Chief Executive Officer and a Co-founder of Netwoven, responsible for the strategic vision and direction. Niraj has been working with Fortune 500 companies to implement large-scale enterprise systems for the past 25 years. Prior to founding Netwoven, Niraj led a profitable Enterprise Applications Consulting Practice at Microsoft. His team implemented large scale deployments of enterprise applications like Siebel, Ariba, and SAP with Fortune 500 customers. Niraj’s team also led the design and implementation of OLAP solutions based on the Microsoft platform. Prior to joining Microsoft, Niraj led a profitable Business Intelligence Consulting practice with Oracle Consulting Services. Niraj has also worked with startup organizations in senior management positions. Niraj was the Director of Consulting Services at Zaplet, a Kleiner Perkins funded company. Niraj holds a BS in Computer Science from Birla Institute of Technology, India, an MS in Computer Science from State University of New York (SUNY), and an MBA from Duke University’s Fuqua School of Business in North Carolina.

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