Steps To Create KPIs in PerformancePoint Services

Transcription

1 Steps To Create KPIs in PerformancePoint Services 1. Setup. PerformancePoint Services refers to 3 things (that need to be enabled and/or configured first before we can have the Business Intelligence (BI) features in SharePoint) i. Service ii. Service Application Once the service app in created, we need to setup the Unattended Service Account. Click on PerformancePoint Service App PerformancePoint Service Application Settings Kulothunkan Palasundram P a g e 1

2 iii. Site Collection and Site features 2. Create Business Intelligence (BI) Site Collection Central Admin App Management Create Site Collection If the site created successfully, you can access it see below. Kulothunkan Palasundram P a g e 2

3 3. Start Using Dashboard Designer PerformancePoint Services 3.1. Create an empty project i. Click on Dashboard PerformancePoint Dashboard Designer ii. When prompted, click Open. iii. Dashboard designer will be started iv. Click Save and provide a name & choose where to save it. Kulothunkan Palasundram P a g e 3

4 v. Below is our data in a SharePoint list in another site collection 3.2. Create the connections to the data sources vi. Right click on Data Connection New Data Source SharePoint List OK vii. Provide the required details such as site url and list name. Kulothunkan Palasundram P a g e 4

5 viii. ix. Under properties tab, provide a meaningful name. Under the time tab, time dimension section, choose the column that provides the time data. x. Under the time tab, time period levels section, choose the periods that you wish to use time intelligence for. xi. Frequently save your work/settings Create KPI i. Right click on PerformancePoint Content New KPI Kulothunkan Palasundram P a g e 5

6 ii. Choose blank KPI iii. iv. First give a name to the KPI. In our case, we will create a KPI for each subject. So the name is the subject s name. Click on the Data Mappings column of the Actual row. v. Click on change source vi. Select the Data Connection that was created above and click OK vii. You will get a new pop up for you to choose the column name that has the value we want to create our KPI on. Kulothunkan Palasundram P a g e 6

7 viii. Click on the Default column, filter out by the column name that holds the subject name and click OK. ix. Outcome is as below x. Repeat steps iv to ix but this time for the Target row. xi. Click on the target row and go to Threshold section to configure the scoring pattern and indicator types. Kulothunkan Palasundram P a g e 7

8 xii. Final setting is as below xiii. Repeat the above steps for each subject/kpi Create Scorecard i. Right click on PerformancePoint Content New Scorecard ii. iii. Right click on PerformancePoint Content New Scorecard. Choose blank scorecard. Give a name (Performance Against Target) and save. Kulothunkan Palasundram P a g e 8

9 iv. From Details section (right hand side section), drag and drop the KPI into the drop items here column And you will get the below v. Click the Update button. Note: For any changes to the scorecard, you need to click the update button to reflect the changes. Kulothunkan Palasundram P a g e 9

10 3.5. Adding Time Intelligence to Scorecard i. Screen shot above shows the total values. What we want to achieve is time based performance. ii. To do it, drag the Time formula from the right section to above the Actual column. iii. You will be presented with the Time Formula Editor as below. Key in Month-2 and click OK. Click Update. iv. Repeat ii and iii to add another month. Formula is Month-1. Kulothunkan Palasundram P a g e 10

11 3.6. Create Dashboard i. Right click on PerformancePoint Content New Dashboard ii. Choose Template and click OK iii. iv. Provide a name for the dashboard and save. On the Pages section, provide a name. This will be become a link and dashboard page. Kulothunkan Palasundram P a g e 11

12 v. On the Dashboard Content, Drag and drop a scorecard to the column/zone as shown below and save. i. Congrats, you have created your Dashboard in SharePoint Publish Dashboard i. Once done configuring, click Save. Then choose Deploy to SharePoint Kulothunkan Palasundram P a g e 12