Microsoft SharePoint 2010 PerformancePoint Services Unleashed

Table of Contents......Page 5
Introduction......Page 18
How This Book Is Organized......Page 19
Special Elements......Page 21
Business Intelligence as a Discipline......Page 22
Business Intelligence as an Enabler......Page 26
Integrated Business Planning......Page 27
Summary......Page 29
PerformancePoint Services 2010 Architecture......Page 30
What’s New?......Page 32
What’s the Same?......Page 33
Summary......Page 34
3 Case Study: Managing What You Measure......Page 36
Overview and Business Background......Page 37
Business Situation and Requirements......Page 38
Market Expansion......Page 39
Where to Start......Page 41
Proposed Solution Architecture Roadmap......Page 42
Gather Data......Page 43
Analyze Data and Identify Measures......Page 46
Design KPIs and Scorecards......Page 47
Design Reports......Page 49
Design the Dashboard......Page 51
Best Practices......Page 55
Examining PPS Installation Prerequisites......Page 56
Examining Server Software Prerequisites for PPS......Page 57
Running the Preparation Tool......Page 59
Examining the Standalone Installation for SharePoint......Page 61
Running the Standalone Installation for SharePoint......Page 62
Examining the Server Farm Installation for SharePoint......Page 64
Running the Server Farm Installation for SharePoint......Page 65
Configuring the Secure Store Service......Page 70
Creating the Service Application......Page 73
Starting the PerformancePoint Service......Page 74
Creating the PerformancePoint Service Application......Page 75
Set the Unattended Service Account......Page 78
Associating the Service Application Proxy with a Proxy Group......Page 80
Activating the Feature in the Web Application......Page 81
Validating the PPS Installation......Page 84
Best Practices......Page 85
5 Introducing PerformancePoint Dashboard Designer......Page 88
Understanding PerformancePoint Dashboard Designer Prerequisites......Page 89
Installing Dashboard Designer......Page 90
Uninstalling Dashboard Designer......Page 92
Examining Dashboard Designer......Page 93
Examining First Class Objects......Page 95
Examining the Home Tab......Page 96
Examining the Edit Tab......Page 98
Examining the Create Tab......Page 99
Examining Dashboard Designer Item Properties......Page 100
Importing Content with Dashboard Designer......Page 101
Summary......Page 103
Best Practices......Page 104
6 Data Sources......Page 106
Multidimensional Data Sources......Page 107
Tabular Data Sources......Page 108
Create a New Analysis Services Data Source......Page 109
Authentication......Page 110
Server Requirements......Page 112
Manipulating PowerPivot Data......Page 113
Create a New Excel Services Data Source......Page 114
Import Data from an Existing Workbook......Page 119
SharePoint List Data Source......Page 122
SQL Server Table Data Source......Page 124
Time Intelligence......Page 125
Configuring Time Intelligence for an Analysis Services Data Source......Page 126
Configuring a Tabular Data Source......Page 127
STPS Syntax......Page 128
STPS Example......Page 132
Summary......Page 135
Best Practices......Page 136
7 Using Indicators, KPIs, and Scorecards......Page 138
Examining Indicator Sources......Page 139
Creating Custom Indicators......Page 140
Editing a Custom Indicator......Page 143
Creating an Analysis Services KPI......Page 145
Understanding Multiple Targets and Actuals......Page 150
Examining Data Mapping......Page 152
Understanding and Working with Scoring......Page 159
Changing a Scoring Pattern......Page 160
Editing Thresholds......Page 163
Examining How a Score Is Calculated......Page 164
Examining a Scoring Walkthrough......Page 167
Examining Rollup Scoring......Page 170
Creating KPIs with the Scorecard Wizard......Page 171
Adding a Dimension to a Scorecard......Page 175
Examining the Scorecard Editor......Page 177
Designing Scorecards......Page 178
Best Practices......Page 180
Overview of Reports......Page 182
Examining Analytic Chart Reports......Page 184
Adding Data Elements......Page 186
Adding Additional Measures and Dimensions......Page 187
Using Measures and Dimensions as Filters......Page 189
Using Interactivity Features and Context Menus......Page 190
Examining Analytic Grid Reports......Page 192
Examining Excel Services Reports......Page 193
Examining KPI Details Reports......Page 197
Examining ProClarity Analytics Server Page Reports......Page 200
Examining Reporting Services Reports......Page 202
Strategy Map......Page 205
Examining Web Page Reports......Page 209
Examining Decomposition Tree Reports......Page 210
Examining Show Details Reports......Page 211
Summary......Page 213
Best Practices......Page 214
Overview......Page 216
PPS Filters......Page 217
Creating a PPS Filter in Dashboard Designer......Page 218
SharePoint 2010 Filters......Page 221
Creating a SharePoint Filter from SharePoint Designer......Page 222
Creating Dashboards......Page 224
Web Part Connections......Page 225
Connect To Values......Page 226
Creating and Deploying a Dashboard......Page 227
Dashboard Zones......Page 233
Dashboard Pages......Page 235
Working with Filters on Dashboards......Page 237
Using the TheGreenOrange Data Source Option......Page 241
Creating Dashboards in the Browser......Page 244
Create a Dashboard Using PPS Objects......Page 245
Summary......Page 249
Best Practices......Page 250
Security Overview......Page 252
Applying Security to PPS Elements......Page 253
Defining Permissions Specific to an Element......Page 256
Applying Security to Data Connections......Page 259
Unattended Service Account with the Username Added to the Connection String......Page 261
Per-User Identity......Page 262
Authentication Troubleshooting......Page 268
Securing a Deployment with TLS......Page 269
Configuring TLS on Web Applications......Page 270
Configuring TLS on PPS Web Services......Page 271
Configuring Per-User Authentication with Kerberos......Page 272
Create SPNs for the Farm and Data Sources......Page 273
Enable Constrained Delegation for Computers and Service Accounts......Page 275
Summary......Page 276
Best Practices......Page 277
Introduction: Extending PPS Functionality......Page 278
Installing SharePoint on a Client Operating System......Page 279
Installing Prerequisites......Page 280
Copying PPS DLLs from the GAC......Page 282
Creating Indicator Example......Page 284
Updating Custom Properties on KPIs......Page 285
Creating a Custom Tabular Data Source......Page 286
Creating a Class Library for the Custom Tabular Data Source Provider......Page 287
Custom Object Editors......Page 291
Creating a Custom Editor for the File System Data Source......Page 292
Deploying the Data Source and Editor......Page 296
Using the Custom Object......Page 299
Best Practices......Page 301
Planning for High Availability......Page 302
Examining Network Load Balancing......Page 303
Configuring Multiple Application Servers......Page 304
PerformancePoint Service Settings......Page 305
Trusted Data Source and Content Locations......Page 313
Migrating from PPS 2007......Page 316
Step-by-Step Migration from PPS 2007......Page 317
Cmdlet Reference......Page 319
Cmdlets Available Out of the Box......Page 320
Cmdlet Samples......Page 327
Event Viewer......Page 329
Best Practices......Page 330
A......Page 332
B......Page 333
C......Page 334
D......Page 335
G......Page 337
K......Page 338
M......Page 339
P......Page 340
S......Page 342
V......Page 344
Z......Page 345