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Sunday, June 20, 2010

How to configure and use PerformancePoint 2010 and SharePoint Server 2010

In this article we are going to review the PerformancePoint services included in SharePoint 2010 to have Business Intelligence sites.
In image 1 we can see a site in SharePoint 2010 where are showing 4 charts created in PerformancePoint 2010.

[Image 1]
1 PerformancePoint 2010

For this sample I’m using the AdventureWorks database samples and to install them I following the next guide.
Good, once installed the samples, we must configure the PerformancePoint service in SharePoint 2010 in the central administration. If we had configured the farm using the wizard then we can use PerformancePoint as default. In image 2 we can see the default page to configure the PerformancePoint service.

[Image 2]
2 Administracion Central PerformancePoint 2010

The first option we can do the basic configuration in the services, the secure store for the credentials, the cache duration and others configurations.
The second option is to add Trusted Data Source Locations to save our connections. There we could select sites collections, sites or document libraries as trusted location.
The third option is to add Trusted Content Location of performance point. There we could select sites collections, sites or document libraries as trusted location. In both (second and third options) by default the configuration is all sites created in SharePoint 2010.
The last option is a wizard to import elements from PerformancePoint 2007 to Performance 2010. Not all elements of PerformancePoint 2007 can be migrated to 2010, the elements that can’t be migrated are in the following URL.
The next step is to create a new site using the template “Business Intelligent Center” as we can see in image 3.

[Image 3]
3 Businnes Inteligence Center New Site

Once the site was created we have some document libraries that we are using to save connections, charts, other things to use in PerformancePoint.
We are going to create a new connection for our data source to use in a chart, in image 4 and 5 we can see how we can create one of them in the document library and using the PerformancePoint designer we are going to configure it.

[Image 4]
4 New Connection to DataSource in PerformancePoint 2010

[Image 5]
5 New Connection using PerformancePoint Designer 2010

In the designer we could create various connection types but in our case we created one to connect to the AdventureWorks sample cube. When we save the configuration of our connection it will be saved in the document library.
Now, we are going to create a new chart using the designer then we needs to go to the “Create” section in the Ribbon and select the type of chart that we want use in our chart. For this example we are going an “Analytic Chart” as we can see in image 6.

[Image 6]
6 Analytic Chat PerformancePoint Designer

The wizard will be opened to guide in the creation process in the image 7 we can see the first step.

[Image 7]
7 Step 1 Creation Analytic Designer

In the new windows we must select one of the connection created in our portal of SharePoint and we are going to press the button “Finish” to generate the new chart as we can see in image 8.

[Image 8]
8 New Chart PerformancePoint 2010

The empty new chart was created in the designer, now we need to select the Measures or Dimensions that we want use.

Once selected the measures and dimensions needed to the new chart, we could change the type of chart using the configuration section in the “Edit” section in the Ribbon as we can see in image 9.

[Image 9]
9 Insert PerformancePoint 2010 WebPart in SharePoint

We have the chart created the next step will be set a name and description to identify it in our portal. I needed comment that the designer is working synchronized with our portal of SharePoint 2010.
Ok, we must insert the chart created in our portal of SharePoint 2010. To do that we have a Webpart. In the image 10 we can see one page edited to add the Webpart named “PerformancePoint Webpart”.

[Image 10]
10 Change Type Chart PerformancePoint 2010

In the configuration panel of the Webpart we must configure the chart saved in the document library named “PerformancePoint Content” then we have a browse to navigate in all elements (lists, sites and document library) created in SharePoint.
Once you finish with the configuration, you should have a site as you can see in image 1.

Fabián Imaz

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