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Hands-On Lab

Lab: Developing BI Applications

Lab version: 1.0.0

Last updated: 12/22/2013


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CONTENTS

OVERVIEW .................................................................................................................................................. 3

EXERCISE 1: USING THE CHARTING WEB PARTS................................................................................ 4

EXERCISE 2: PERFORMING ANALYSIS WITH EXCEL AND EXCEL SERVICES............................... 11

EXERCISE 3: BUILDING A DASHBOARD WITH PERFORMANCEPOINT SERVICES........................ 23


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Overview

Lab Time: 45 minutesLab Folder: C:\Student\Labs\12_BI

Lab Overview: The purpose of this lab is to demonstrate the Business Intelligence (BI) capabilities of

SharePoint Server 2010. You will begin by using the Chart Web Part to create graphical representations

of data within SharePoint lists. Next, you will play the role of an analyst using Microsoft Excel 2010 to

examine and data from SQL Server Analysis Services. After creating an Excel workbook that displays BI

information, you will then publish the workbook with Excel Services to make it accessible to users using

the browser. In the final exercise, you will work with a PerformancePoint Services site and the new

Dashboard Designer to create a dashboard for the executive management team at Adventure Works.

In this lab, you will be working with sales data that has been generated from the AdventureWorksdatabase. The screenshot below will give you an idea of how the AdventureWorks data on sales revenue

spans across four years from 2001 to 2004 and is divided up between six different counties.

In exercise 1, you will display this data using the Chart Web Part pulling the data from standard

SharePoint lists within a SharePoint site. Note that you can also use the Chart Web Part to pull data from

external lists in scenarios where the data lives in backend databases and line of business applications.

The main reason that exercise 1 focusing on the Chart Web Part does not use external data is to save

time so you can move on the exercises with Excel Services and PerformancePoint as well.

In exercises 2 and 3, you will pull the same data from a cube served up by SQL Server 2008 Analysis

Services. This lab assumes that SQL Server 2008 Analysis Services has been properly installed in your

environment and that the AdventureWorks 2008 Analysis Services Project sample has been properly

deployed.

Lab Setup RequirementsBefore you begin this lab, you must run the batch file named SetupLab12.bat. This batch file creates

two new site collections. The first site collection is created at

http://intranet.contoso.com/sites/Lab12a and it has a blank site as its top-level site. You will use this

site collection as you work on exercise 1 and exercise 2. The second site collection is created at

http://intranet.contoso.com/sites/Lab_12b and it has a PerformancePoint site as its top-level site. You

will use this site collection in Exercise 3. Also note that the batch file SetupLab12.bat calls a console

2001 2002 2003 2004 Total

Australia 1,309,047$ 2,154,285$ 3,033,784$ 2,563,884$ 9,061,001$

Canada 146,830$ 621,602$ 535,784$ 673,628$ 1,977,845$

France 180,572$ 514,942$ 1,026,325$ 922,179$ 2,644,018$

Germany 237,785$ 521,231$ 1,058,406$ 1,076,891$ 2,894,312$

United Kingdom 291,591$ 591,587$ 1,298,249$ 1,210,286$ 3,391,712$

United States 1,100,549$ 2,126,697$ 2,838,512$ 3,324,031$ 9,389,790$

Total 3,266,374$ 6,530,344$ 9,791,060$ 9,770,900$ 29,358,677$


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application named BI_DataGenerator.exe which creates two lists titled Sales By Country and Sales By

Year in the site you will use in exercise 1.

Exercise 1: Using the Charting Web Parts

In this exercise you will use the Chart Web Part to provide a simple way to provide charts on a Web Part

page so that users can visualize data in native lists within a SharePoint site as well as external lists

created with the BCS. For the sake of time, this exercise will use a SharePoint list but keep in mind that

the techniques you learn to display charts using the Chart Web Part can also be based on data from

backend systems.

1. If you havent already done so, run the batch file named SetupLab12.bat, found in the

c:\Student\Labs\12_BI\folder, to create the new site collection that will be used to test and

debug the code you will be writing in this lab. This batch file creates a new site collection at an

URL of http://intranet.contoso.com/sites/Lab12aand

http://intranet.contoso.com/sites/Lab12b.

2. Using the browser, navigate to the site at http://intranet.contoso.com/sites/Lab12a.

3. In the Quick Launch, you should see that there are two lists that have been created in the site

named Sales By Countryand Sales By Year. Click on the links to quickly inspect the data inside.

(Note: if the lists are missing run the BI_DataGenerator.exelocated in c:\Student\Labs\12_BI)

Figure 1

The Sales By Country list

4. The Chart Web Partis part of the Enterprise EditionofSharePoint Server 2010. Therefore, youmust activate a specific feature of the Enterprise Editionbefore you can use the Chart Web

Part.

a. Select the Site Actions Site Settings.

b. Inside the Site Collection Administrationsection of the Site Settingspage, select Site

collection features.


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c. Activate the feature titled SharePoint Server Enterprise Site Collectionfeatures.

d. Navigate back to the Site Settings page using the breadcrumbs.

e. Inside the Site Actionsection of the Site Settingspage, select Site features.

f. Activate the feature titled SharePoint Server Enterprise Site features.

Note: Activation of these features is what makes the Chart Web Partavailable.

5. Click on the Home link on the Top Link navigation bar to return to default.aspx.

6. Add an instance of the Chart Web Partto default.aspxusing the following steps.

a. Select Site Actions Edit Pageto place default.aspxinto edit mode.

b. Click on the Add a Web Partbutton inside the Left Web Part Zone.

c. Select the Chart Web Partfrom the Business Datafolder and click the Addbutton place

it on the page.

Figure 2

Add the Chart Web part

7. Once the Chart Web Parthas been added to the page, you should see a link with the caption of

Data & Appearance. Click on this link to launch a wizard that will allow you to select a data

source.


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Figure 3

The Chart web part

8. Follow these steps to move through the wizard and connect the Chart Web Partto a SharePoint

list as its data source.

a. On the first page of the wizard, click the link Connect chart to data.

b. Now select a data source. Choose Connect to a List and clickNext.

c. The next page asks you to pick a site and a list. Leave the current site as the selected site

and make sure Sales by Countryis selected as the target list. Click Next.

Figure 4

Configure the Chart web part

d. The next page shows you the data from the list but requires no action. Click Next.

e. The final step of the wizard allows you to bind your chart to the data. Fill out this page

as shown in the screenshot below (these should all be default settings on this screen)

and click Finish.


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Figure 5


9. At this point you should have a basic column chart. Now you need to convert it into a pie chartand make it look more polished. Click the Data & Appearancelink again and do the following:

a. On the first page of the wizard click Customize Your Chart.

b. The next page allows you to pick a chart type. Under Chart Type Categoriesselect Pie.

Select the 2D Chart Typestab and select the first chart type with the caption of Pie. Click

Next.

Figure 6


c. The next page allows you to change visual aspects of the chart. Change the Chart Width

from 300pxto 800px. Change the Chart Heightfrom 300pxto 400px. Click Next.

d. On the next page, click the checkbox which reads Show Legend. Add a legend title of"Sales By Country.


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Figure 7


e. Click Finishto complete the wizard and to see the chart which should look like the one

shown below.

Figure 8

Sales By Country Pie Chart

10.Now you will add a second instance of the Chart Web Partto default.aspxso you can also chart

the sales data inside the Sales by Yearlist.

a. Select Site Actions Edit Pagecommand to place default.aspxinto edit mode.

b. In the Left Web Part Zoneclick on the Add Web Partbutton.

c. Select theChart Web Partfrom the Businessfolder and click the Addbutton place it on

the page.


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Figure 9

Add another Chart web part

11.At this point the new Chart Web Partinstance should appear above the Pie Chart Web Partyou

created earlier. Now configure this following these directions:

a. Click on the Data & Appearancelink on new Chart Web Partinstance so you can select

a data source.

b. On the first page of the wizard, click the link which reads Connect Chart To Data.

c. The next page asks you to select a data source. Choose Connectto a Listand click Next.

d. The next page asks you to pick a site and a list. Leave the current site as the selected site

and select Sales by Yearas the target list. Click Next.

e. The next page shows you the data from the list but requires no action. Click Next.

f. The next and final step of the wizard allows you to bind your chart to the data. Fill outthis page as the screenshot shown below and click Finish.

Figure 10



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12.At this point you should have a basic column chart. Now you need to convert it into a line chart

and make it look more polished. Click the Data & Appearancelink again and follow these steps.

a. On the first page of the wizard click Customize Your Chart.

b. The next page allows you to pick a chart type. Under Chart Type Categoriesselect Line.

Select the 2D Chart Typestab and select the chart type with the caption of Line with noMarginand click Next.

Figure 11


c. The next page allows you to change visual aspects of the chart. Change the Chart Width

from 300pxto 800px. Change the Chart Heightfrom 300pxto 400px. Click Next.

d. On the next page, click the checkbox which reads Show Legend. Add a legend title of

"Sales By Country

Figure 12



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e. Click Finishto complete the wizard and to see the chart which should look like the one

shown below.

Figure 13

The configured Sales By Country Line Chart web part

In this exercise you added and customized two Chart Web Parts on the SharePoint site based on data

in a SharePoint list.

Exercise 2: Performing Analysis with

Excel and Excel Services

In this exercise you will work with the Microsoft Office Excel 2010 client application. Throughout this

exercise you will utilize the Excel client integration points in SharePoint sites and Excel Services.

1. In the browser, navigate to the site at http://intranet.contoso.com/sites/Lab12a.

2. Select Site Actions Site Settings.

3. Inside the Site Collection Administrationsection of the Site Settingspage, select Site collection

features.

4. Activate the feature titled Open Documents in Client Applications by Default.(Note: without this activated Excel files will default to opening with the web display rather than

the client application).

5. Create a new document library named Excel Workbooksso you have a location to publish Excel

workbooks.

a. Select Site Actions New Document Library.


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b. Namethe document library Excel Workbooksand configure it to have a Document

Templateof type Microsoft Excel spreadsheet. Click the Createbutton.

6. At this point, you should be at the page with the default view for the Excel Workbooks

document library. Click on the Documentstab in the contextual Library Toolsmenu of the

ribbon. Then click on the New Documentbutton. This should launch the Excel 2010client and

give you a new empty workbook as a starting point.

Figure 14

Add a new document

(Note: if this does not open the document in the Excel windows application. Open Excel directly

from your Start menu All Programs Microsoft Office Microsoft Excel 2010)

7. Now it is time to begin work inside the new workbook. Starting in cell B:3, create a simple set of

Adventure Workssales data from which you can create a pie chart. Make one column on the

left with countrynames. Make a second column on the right with Salesfigures for these

countries. Use the following screenshot to fill in the sample data. Also add a title to cell B:2and

do a little formatting work to make the title stand out.

Figure 15

The AdventureWorks Sales data

8. Now create a chart from this data.

a. Select a range of cells which includes both columns of data.

b. Up on the ribbon, select the Inserttab.


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c. Drop down the Piemenu and select the first Piechart.

Figure 16

Add a Pie Chart

9. Once you have created the chart, you will need to resize and relocate it. Spend about 60

seconds trying to make the workbook as a whole look as pretty as possible.

Figure 17

The Pie chart for the AdventureWorks Sales data

10.Now save your work using the standard Excel Savecommand. Make sure you save the new

workbook in the Excel Workbooksdocument library (i.e.

http://intranet.contoso.com/sites/Lab12a/Excel%20Workbooks/) with a name of

AdventureWorksSales.xls.

11.Over the next few steps, you will publish the workbook into Excel Services. However, this step

has been added to give you an understanding of trusted file locations. While you will not be

required to take any actions to configure trusted file locations in this lab exercise, you can

follow these steps so you can see where and how trusted file locations are configured.

a. Go to Start All Programs Microsoft SharePoint 2010 Products SharePoint 2010

Central Administration.

b. In the Application Managementsection, click Manage service applications.


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c. Click on the link titled Excel Services Application. Doing this brings you to a page where

you can configure the service application.

d. Click on the Trusted File Locationslink.

e. On your VM, you should see that there is already a trusted file location configured with

an URL of http://.Click on this trusted file location so you can see its configuredsettings. Note that the checkbox with the caption of Children Trustedis checked. If you

scroll down to the External Datasection, you can see there is a property named Allow

External Datawith a setting value of Trusted dataconnection libraries and embedded.

This allows users to publish workbooks with both kinds of data connections.

Figure 18

Configure a trusted location

f. There has been nothing for you to do in these last few steps other than observe because

the VM you are using already has a trusted file location that will allow you to do your

work. However, while Excel Servicesby default allows users to publish Excel workbooks

anywhere in the farm using any type of connection, do not assume this will always be

the case. In secure environments, the IT staff will remove this default trusted file

location and only add trusted file locations at a much narrower scope and not allow for

embedded connections.

12.Now you will publish the workbook to Excel Services using the following steps.

a. Select the Filebutton (i.e. the green button at the top-left of the screen)

Figure 19

The File button


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b. In the left column, click on Save & Send.

c. In the middle column click on Save to SharePoint.

d. In the right column click the Current Locationof Excel Workbooks(see image below).

Figure 20

Publish to Excel Services

e. Click Save As

f. The Save Asdialog appears. Note that, unlike the usual Save Asdialog, this dialog has a

button in the bottom section with the caption Publish Options.Click this button to

display the Excel ServicesPublish Optionsdialog.

Figure 21


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Publish the Excel workbook to SharePoint

g. In the Showtab, change the value of the dropdown list from Entire Workbook to

Sheets. Unselect Sheet2and Sheet3so that only Sheet1is published. Click OKto save

your changes and dismiss the Excel Services Optionsdialog.

h. Click Savein the Save Asdialog to publish the workbook to Excel Services. If you receive

a prompt asking you if you want to overwrite the existing file, confirm by clicking OK.

After you complete this step Excel will begin the publishing process. If this is the first

time Excel Serviceshas been started on your VM, it may take a minute to complete.

When the publishing process is completed, you should now see your workbook inside

the browser.

Figure 22

Open the workbook in the SharePoint site

13.Now it is time to create a second Excel workbook to publish to Excel Services. This example will

involve pulling data from a data source using a connection to SQL Server.

a. Navigate back to the Excel Workbooksdocument library.

b. Click on the Documentstab in the contextual Library Toolsmenu of the ribbon.


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c. Click on the New Documentbutton. This should launch the Excel 2010 clientand give

you a new empty workbook as a starting point.

d. From within Excel, Savethe workbook back to the document library with a name of

PivotTable. (Note that this step is asking you to initially save the workbook which will

use the standard Excel Save Ascommand and not the Excel Services Publishingoption.)

14.Now its time to create a new PivotTable Reportbased on a cube that has been created from

the Adventure Worksdatabase to track Internetsales figures. Begin by creating a data source

to point to SQL Server.

a. Inside Excel, make sure Sheet1is the active worksheet and that A:1is the selected as

the active cell.

b. In the ribbon, select the DataTab

c. In the Get External Datagroup, click on the drop-down with the caption From Other

Sources.

d. Choose From SQL Serverfrom the dropdown list.

e. For server name, enter demo2010a. Choose the Nextbutton.

f. Make sure that the drop-down says Adventure Works DW 2008 R2and that the

Connect to a specific cube or tablecheckbox is checked. Select the cube named

Adventure Worksin the list control and click Next.

Figure 23

The Data connection wizard

g. The final screen will have a caption of Save Data Connection FileandFinish.

i. Change the File Name to AdventureWorksCube.odc.

ii. Change the Description to A connection point to the AW cube


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iii. Change the Friendly Nameto Adventure Works Cube.

Figure 24

The Data Connection wizard

iv. Click on the button at the Authentication Settingsbutton at the bottom to

display the Excel Services Authentication Settingsdialog.

v. In the Excel Services Authentication Settingsdialog, note that the connection is

set to use Windows Authentication. Click OK.

vi. Click Finishto complete the Data Connection Wizard. If you get prompted that a

file for that connection already exists, simply click yes.

h. Now you should be prompted by Excelto select how you wish to view the data in the

Import Datadialog. Make sure that PivotTable Reportis selected. Select OK.

Figure 25


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Excel Services Import Data Settings

i. At this point, the connection has now been established between the workbook and the

Adventure Workscube and you are ready to begin your work configuring a Pivottable.

Figure 26

Creating a pivot table

15.Now turn your attention to the PivotTable Field Listinside the task pane on the right side of the

screen. Locate the dropdown list right under the caption Show fields related to. This allows you

to select a measure group. Select Internet Salesfrom the dropdown list. Inside the Internet

Sales measure group, locate the set of items under Internet Sales. Select the checkbox next to

Internet Sales Amountwhich will add the Internet Sales Amountmeasure to the PivotTable

report.


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Figure 27

The pivot table Fields list

16.Scroll down the list of fields and locate the Customersection. Check the checkbox next to

Customer Geographyto add its hierarchy to the rows of the PivotTablereport.

Figure 28

Add the Customer Geography

17.Scroll down the list of fields and locate the Datefolder. Locate and expand the inner folder

named Calendar. Check the checkbox for Date.Calendar.

Figure 29

Add the Date.Calendar

18.At this point, your PivotTable Reportshould look something like this.

Figure 30

The PivotTable report


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19.Creating a filter to drill down on data from 2002by using the drop-down in the cell marked

Column Labelsto filter the Calendar Date Hierarchy. You can create this filter to only show

Calendar Year (CY) 2006by un-checking CY 2005, CY 2007, CY 2008and CY 2010.

Figure 31

Create a filter

20.Now you must drill down into monthly sales figures for 2006. Right-click on CY 2006in the

PivotTableand select Expand/Collapse Expand to Month.

21.Now you are required to hide columns that show totals so only monthly totals show.

a. Right click on January 2006within the PivotTableand click on Show/Hide Fields Calendar Yearwhich will toggle that column to a hidden state.

b. Right click on January 2006a second time and this time select Show/Hide Fields

Calendar Semester to hide the totals column for Calendar Semester.

c. Right click on January 2006a third time and select Show/Hide Fields Calendar

Quarterto hide the totals column for Calendar Quarter.

d. You should now see a PivotTable Reportthat looks like the one below.

Figure 32

The PivotTable report

22.Now its time to create Sparklinesto compliment the PivotTable Report.


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a. Copy the names of the countries in cells [A3:A8]and paste them into cells [A12:A17].

b. Select cells [B12:B17].

c. In the ribbon, go to the Inserttab. Select Linefrom the Sparklinesgroup.

d. In the dialog box, select the data of the PivotTable[B3:M8].

e. Click OK.

23.Now format the Sparklinesto add a high point marker and a low point marker.

a. In the ribbon, go to the Sparkline Tools Designtab and locate the Marker Colorsbutton

which has the icon with four colored squares.

b. Select Marker Colors High Pointand select a color of Green.

c. Select Marker Colors Low Pointand select a color of Yellow.

d. You Sparklinesshould appear as the ones below.

Figure 33

The Sparklines graph

24.Now publish the workbook.

a. Select the Filebutton (i.e. the green button at the top-left of the screen).

b. In the left column, click on Save & Send.

c. In the middle column click on Save to SharePoint.

d. In the right column click Current Location section Excel Workbooks

http://intranet.contoso.con/sites/Lab12a/Excel%20Workbooks(Note: this should be

the default location).

e. Click Save As

f. The Save Asdialog appears. Click OKto publish your workbook to the Excel Workbook

document library. (Note: If prompted to overwrite the existing file click Yes.)


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Figure 34

Publish the Excel workbook to SharePoint

Exercise 3: Building a Dashboard with

PerformancePoint Services

In this exercise you will use the Dashboard Designerto create a KPI, a scorecard and a report from the

same SQL Service Analysis Servicescube that you used in the previous exercise. You will then create a

dashboard that assembles all these pieces onto a single page and then you will deploy the dashboard to

a SharePoint site.

1. You will begin by using Central Administrationto make a change to the PerformancePoint

Servicesconfiguration setting.

a. Launch Central Administration: Start Program Files Microsoft SharePoint 2010

Products SharePoint 2010 Central Administration.

b. Inside the Application Managementsection, find and click the Manage service

applicationslink.


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c. Look down the list of managed service applications and click on the one titled

PerformancePoint Service Application. This will bring you to the main configuration

page for PerformancePoint Services.

d. Click on the link titled PerformancePoint Service Application Settings.

Figure 35

Configure PerformancePoint Service Application Settings

e. You should now be at the PerformancePoint Services Settingspage as shown in the

following screenshot. Look down the page to get an idea of the types of settings that are

tracked by PerformancePoint Services. The one thing you need to do on this page is to

change the User Namesetting inside the Secure Storeand Unattended Service Account

section. If the User Nameis already set to CONTOSO\Administrator, you do not have to

do anything. If the User Nameis set to something else, configure the User Nameas

CONTOSO\Administratorand use a password of pass@word1.

Figure 36

Configure an Unattended Service Account


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f. Click the OKbutton on the PerformancePoint Services Settingspage to save changes.

g. You are now done with Central Admin.

2. Using the browser, navigate to the site created at http://intranet.contoso.com/sites/Lab12b.

Note that this site has been created from the special site template created by the

PerformancePoint Servicestemplate.

Figure 37

The SharePoint site created using the PerformancePoint Services template

3. Click the Run Dashboard Designerbutton to launch the Dashboard Designerapplication.

(Note: if you receive a security warning about this application click Run)

Figure 38

The Dashboard Designer

4. Create a new data source to a SQL Server Analysiscube.


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a. Right-click on the Data Sourcesfolder on the left-hand side of the page and select New

Data Sourceto bring up the Select a Data Source Templatedialog.

b. In the Select a Data Source Templatedialog, select the Multidimensionalcategory and

then the Analysis Servicestemplate and then click OK.

Figure 39

The Select a Data Source Template dialog

c. Once the data source has been created, rename it to AdventureWorksin the left pane.

Figure 40

The Workspace browser

5. Now you will configure the connection for this data source. Select the Editortab in the

Workspaceon the right-hand side of the screen, go through the following steps to configure the

connection for the AdventureWorksdata source.

a. Select the Use Standard Connectionoption in Connection Settings.

b. In the Servertext box type the server name demo2010a.

c. Click on the Databasedrop down box and select Adventure Works DW 2008R2.

d. Click on the Cubedrop down box and select Adventure Worksfrom the list of options.

e. Under Authentication, leave the default setting of Unattended Service Account.

f. Click on the Test Data Sourcebutton to verify all the connection settings.


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Figure 41

The AdventureWorks data source settings

g. Click on the Timetab in the Workspaceand follow these steps.


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Figure 42

The AdventureWorks Time Tab Settings

h. In the Reference Data Mappingsection, click the down arrow of the Timedimension

dropdown list and select Date.Date.Calendar.

i. In the Reference Membersection click on the Browsebutton which will bring up the

Select Membersdialog. Expand the All Periodsnode, then the CY 2006node, then the

H1 CY 2006node, then the Q1 CY 2006node, then the January 2006node, and select

the January 1, 2006node and click OK.


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Figure 43

The Reference Member section

j. For the Hierarchylevel select a value of Day.

k. In this step you will set a reference date. This is required because theAdventureWorks

database does not have data through the current time period. Enter a data of 1/1/2010

so that the first day of 2010 maps to the first day of 2006. In later steps, this will allow

you to see values to things such as month-to-date sales figures as if it were 2006.

Figure 44

The Reference Data Mapping

6. In the Time Member Associationssection, map the appropriate time aggregations by assigning

the following Member Levelsettings to the corresponding Time Aggregationvalues.

a. Calendar Year: Year


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b. Calendar Semester: Semester

c. Calendar Quarter: Quarter

d. Month: Month

e. Date: Day

Figure 45

The Member Associations

7. Right-click on the AdventureWorksdata source in the Workspace Browserand click Saveto

save your work.

8. Now you will create your first KPI.

a. Right-click on the Dashboard Contentnode in the Workspace Browser. Expand the New

option and select the KPIoption.

Figure 46

Configure the Dashboard content

b. Select Blank KPI and click OK

c. In the Workspace click on the Editortab.

d. Observe that in the Actual and Targetssection there are already two indicator rows. The

first is indicator row an actual indicator with a default name of Actualand the other is a

target indicator with a default name of Target.e. Right-click on the new KPI inside the Workspace Browser and click the Savecommand.

Then right-click on the new KPI and rename it to Performance.

9. Modify the Actualindicator to track month-to-date performance.

a. Click inside the Namecolumn replace with text Actualwith the text MTD.


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b. Click in the Data Mappingscell which as a value of "1 (Fixed Values)". The Fixed Values

Data Source Mappingdialog will appear.

c. Click on the Change Source...button. The Select a Data Sourcedialog will appear.

d. Select the Workspacetab inside the Select a Data Sourcedialog.

e. Locate and select the AdventureWorksdata source.

Figure 47

The AdventureWorks data source

f. Click OK. The Dimensional Data Source Mappingdialog will take focus. In the Select a

measuredrop down box, select the Reseller Sales Amountmeasure.

g. In the Select Dimensionsection, click the New Time Intelligence Filterbutton and the

Time Formula Editordialog will appear. In the Time Formulatext box, type in the textMonthToDate. Click the Previewbutton to ensure the formula looks like

[Date].[Calendar].[March2006 to Date by Day].

Figure 48

Time Formula Editor


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h. Click OKto accept changes and dismiss the Time Formula Editordialog

i. Click OKagain to accept changes and dismiss the Dimensional Data Source Mapping

dialog.

Figure 49

The Dimensional Data Source Mapping dialog

j. In the Number Formatcolumn of the MTDindicator, click the "(Default)"text. The

Format Numbersdialog will appear. In the Formatdropdown box select Currencyand

then click OK.

Figure 50The workspace

k. Save your work by right-clicking the Performance KPIand clicking Save.

10.Create a second actual indicator to track quarter-to-date performance. Many of the steps here

will be identical to what you did when configuring the first actual indicator.

a. In the Workspacepane, click on the New Actualbutton to create a new actual indicator.


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b. Click inside the Namecolumn replace with text Actualwith the text QTD.

c. Click in the Data Mappingscell which as a value of "1 (Fixed Values)". The Fixed Values

Data Source Mappingdialog will appear.

d. Click on the Change Source...button. The Select a Data Sourcedialog will appear.

e. Select the Workspacetab inside the Select a Data Sourcedialog.

f. Locate and select the AdventureWorksdata source.

g. Click OK. The Dimensional Data Source Mappingdialog will appear.

h. In the Select a Measuredrop down box, select the Reseller Sales Amountmeasure

i. In the Select Dimensionsection, click the New Time Intelligence Filterbutton and the

Time Formula Editordialog will appear.

j. In the Time Formulatext box, type in the text QuarterToDate. Click the Previewbutton

to ensure the formula looks like [Date].[Calendar].[Q1 CY 2006 to Date by Day].

k. Click OKto accept changes and dismiss the Time Formula Editordialog

l. Click OKagain to accept changes and dismiss the Dimensional Data Source Mapping

dialog.

m. In the Number Formatcolumn of the QTDindicator, click the "(Default)" text. The


then click OK.

Figure 51

The result

11.Create a third actual indicator to track year-to-date performance.

a. In the Workspacepane, click on the New Actualbutton to create a row for a new actual

b. Click inside the Namecolumn replace with text Actualwith the text YTD.

c. Click in the Data Mappingscell which as a value of "1 (Fixed Values)". The Fixed Values

Data Source Mapping dialog will appear.

d. Click on the Change Source...button. The Select a Data Sourcedialog will appear.

e. Select the Workspacetab inside the Select a Data Sourcedialog.


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f. Locate and select the AdventureWorksdata source.

g. Click OK. The Dimensional Data Source Mappingdialog will appear.

h. In the Select a Measuredrop down box, select the Reseller Sales Amountmeasure

i. In the Select Dimensionsection, click the New Time Intelligence Filterbutton and the


j. In the Time Formulatext box, type in the text YearToDate. Click the Previewbutton to

ensure the formula looks like [Date].[Calendar].[CY 2006 to Date by Day].

k. Click OKto accept changes and dismiss the Time Formula Editordialog

l. Click OKagain to accept changes and dismiss the Dimensional Data Source Mapping

dialog.

m. In the Number Formatcolumn of the QTDindicator, click the "(Default)" text. The


then click OK. At this point, your screen should look like this:

Figure 52

The result

12.Modify the Targetindicator to track target amount for the year.

a. Click the Name column and change the indicator name from Target toTarget for the

year.

b. In the Compare Tocolumn click on the drop down box and select the YTDactual

indicator.

c. Click on the Number Formatcolumn and choose Currencyformatting.

d. In the Data Mappingscolumn select the 1 (Fixed values)" text. The Fixed Values Data

Source Mappingdialog will appear.

e. Click the Change Source...button. The Select a Data Sourcedialog will appear.

f. Select the Calculated Metricstab and then select the Blank Calculationtemplate. Click

OK.


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Figure 53

The Calculated Metrics Data Source Mapping dialog

g. Select the Value2 row and click the Deletebutton to remove it.

h. Click on the Name Value1and change its value to LastYearSales.

i. Click on the Sourcetext "1 (Fixed values)". The Fixed Values Data Source Mapping

dialog will appear.

j. Click Change Sourcebutton. The Select a Data Sourcedialog will appear.

k. Click on the Workspacetab. Select the AdventureWorksdata source and click OK. Now

the Dimensional Data Source Mappingdialog will appear.

l. Expand the Select a Measuredrop down box and select Reseller Sales Amount.

m. In the Select a dimensionsection, click the New Time Intelligence Filterbutton. The


n. In the Time Formulatext box type the formula Year-1. Click the Previewbutton to

ensure that a valid formula is returned such as [Date].[Calendar].[Calendar

Year].&[2005].


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Figure 54

The Time Formula editor

o. Click OKto save your changes and dismiss the Time Formula Editordialog.

p. Click OKto save your changes and dismiss the Dimensional Data Source Mappingdialog

q. At this point, you should be back at the Calculated Metrics Data Source Mappingdialog.

Locate the Formulatext box and type LastYearsSales*1.25.

Figure 55

The Calculated metrics Data Source Mapping dialog

r. Click OKto save your changes and dismiss the Calculated Metrics Data Source Mapping

dialog.

s. Within the Workspace View, make sure target indicator named Targetfor the year as

shown in the screenshot below. Look below in the Thresholdssection and you should

see target values for Best, Threshold 2, Threshold 1and Worst. Change the Best

threshold to 135%and change the Threshold 2threshold to 85%. Leave the other two

thresholds at their default values.


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Figure 56

The Workspace View

t. Right-click the Performance KPIin the Workspace Browserpane and click Save.

u. Now, you will move on to create a scorecard to expose your KPI.

13.Right-click on the Dashboard Contentnode in the Workspace Browserpane. Expand the New

node and select Scorecardto create a new scorecard. The Select a Scorecard Templatedialog

will appear. Uncheckthe Usewizards to create scorecardsand click OK.

14.Click on the Propertiestab in the Workspacepane. In the General Propertiessection select the

Nametext box and replace the name New Scorecardwith Performance By Country.

15.Right click on the Performance By Countryscorecard in the Workspace Browserpane and

select Save.

16.Click on the Editortab in the Workspacepane. Locate the Detailspane on the right-hand side of

Dashboard Designer. Inside the Detailspain, expand the KPIsnode until you locate the

Performance KPI. Left-click and drag the Performance KPIto the Performance By Country

scorecard designer area to the left that is labeled Dropitems here.

Figure 57



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17.Up in the ribbon, select the Edittab of Dashboard Designer. Inside the Edittab within the View

group, locate and click the Updatebutton. The Performance KPIshould render displaying data

in each of the cells.

Figure 58


18.Locate the Data Sourcepane in the bottom right side of Dashboard Designerand make sure the

AdventureWorksdata source is selected in the dropdown list.

(Note: if the only choice here is No Source, you should go to the Workspace Browser on the left

side of the screen and select (i.e. click on) something else and then re-selectPerformance By

Countryto fix this situation).

Figure 59

Locate the Data Source pane

19.Expand the Dimensionsnode in the Detailspane and locate the Geographydimension.


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Figure 60

The Details pane

20.Drag the Geography Dimensioninto the Workspaceand release it when the right side of the

Performancecell is highlighted (Note: you should see a pop-up box that displays the words

Last child). The Select Membersdialog will appear.

Figure 61

The Details pane

21.Right click the All Geographiesmember. Expand the Autoselect Membersmenu. Click the

menu item with the caption Select Country and click OK

Figure 62

The Autoselect Members menu

22.Up in the ribbon, select the Edittab of Dashboard Designer. Inside the Edittab within the View

group, locate and click the Updatebutton. The Performance KPIshould render displaying data

in each of the cells (Note: you may only have data for a couple of countries depending on the

year that was selected (e.g. 2006 data is only available for Canada and the United States).)


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Figure 63

The Dashboard Designer- Sample data shown here

(Note: this may likely not be the same data that you are seeing on your screen)

23.Now you will create a Reportwhich displays a chart.

a. In the Workspace Browserpane, right click on the Dashboard Contentnode, expand

the Newmenu and select Report. The Select a Report Templatedialog appears.

b. Select the Analytic Chart Reporttemplate and click OK.

c. In the Select a Data Source dialog box, on the Workspace tab, select AdventureWorks

underneath Data Sourcesand click Finish.

d. In the Workspaceselect the Propertiestab. In the General Propertiessection locate the

Nametext box and type in "Performance By Year".

e. Right click on the Performance By Yearreport and click Save.

f. In the Workspace Browserpane, ensure that the Performance By Yearreport is

selected. Click the Designtab in the Workspacepane.

g. In the Detailspane on the right-hand side of the screen, expand the Measuresnode.

h. Locate the Reseller Sales Amountmeasure and drag and drop in into the Bottom Axis.

i. Collapse the Measuresnode in the Detailspane and expand the Dimensionsnode.

j. Within the Geographydimension, locate the Countrydimension. Drag and drop the

Countrydimension to the Seriesaxis.

k. Up in the ribbon, select the Edittab. Drop down the Reporttypebutton and select the

Pie Chartoption.


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Figure 64

Select the Report type button on the Edit tab

l. Right click on the Performance By Year report and click Save.

24.Now, its time to create a dashboard.

a. In the Workspace Browserpane, right click the Dashboard Contentnode, expand the

Newmenu and select the Dashboardobject. The Dashboard Page Templatedialog will

appear.

b. Select the 2 Columntemplate and click OK.

Figure 65

The Dashboard Page Template dialog

c. Using the dashboards Properties tab, rename the new dashboard to Performance

Dashboardand save your work.

25.Now its time to configure the dashboard.

a. In the Workspace Browserpane, ensure that Performance Dashboardis selected.

b. In the Workspace, select the Editortab.

c. Inside the Pagessection you should see a single page named Page1. Rename this page

to Performance.

d. In the Detailspane, expand the Scorecardsnode until you locate thePerformance by

Countryscorecard. Drag and drop the Performance By Countryscorecard on the Right

Column zone of the dashboard designer.

e. In the Detailspane, collapse the Scorecardsnode and expand the Reportsnode.

f. Locate the Performance By Yearreport. Drag and drop the Performance By Yearreport

into the Left Columnzone.


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Figure 66

Configure the Performance Dashboard

g. Right-click on Performance Dashboardand click Save.

26. In the Workspace Browserpane, right click the Untitled Workspacenode. Select the Save

option. In the File Nametext box type in "PPS Lab" and click Save.

27.Now (finally!), it is time to deploy what you have done into SharePoint.

a. In the Workspace Browserpane, right click Performance Dashboardand select theDeploy to SharePoint...option.

Figure 67

The Workspace browser

b. The Deploy Todialog will open and ask you to select one the of the document libraries

in the site at http://intranet.contoso.com/sites/Lab12b. Select the Dashboards

document library and ensure that the Master Pageselected is "v4". Click OK.


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Figure 68

The Deploy To dialog

c. An Internet Explorer window should open and will render the dashboard.

Figure 69

The finished Dashboard

(Note: this is a sample picture and may not accurately represent exactly what you are

seeing on your screen (i.e. your actual data may be different).

In this exercise you used the PerformancePoint Dashboard Designer to create some new KPIs and add

them to a scorecard in a SharePoint site.