Building PerformancePoint
Dashboards in SharePoint 2010
PerformancePoint is a tool that helps a business monitor and analyze its performance. It can
help you understand company and regional goals across your entire organization. This way,
there is a clear understanding of the strategy that your business is taking to reach its objectives.
Taking this information on their company’s strategies, employees can quickly adjust their work
habits to align with the company’s goals.
As a Business Intelligence developer, you will use PerformancePoint to design KPIs (key per-
formance indicators), scorecards, reports, and dashboards so your business users can have a
quick overview of how well their business is doing. Your business users can easily view what
you have created from SharePoint 2010, which they are likely already used to opening every
morning when they arrive at work.
PerformancePoint 2010 has come a long way since the previous version and is now fully
integrated into SharePoint 2010. It no longer functions as a stand-alone server, as it did in
PerformancePoint 2007. Because of this new integration, SharePoint serves as the repository for
all things PerformancePoint. Data connections, KPIs, scorecards, reports, and dashboards are all
stored on the SharePoint server. PerformancePoint acts like any other service in SharePoint server,
which allows it to take advantage of many SharePoint features like scalability, collaboration,
backup, and recovery.
One of the most interesting new features of PerformancePoint 2010 is the Decomposition Tree.
Many of the chart types will allow you to right-click and view the Decomposition Tree, which
allows you to see the driving forces behind the values you are viewing. Figure 37-1 shows a
Decomposition Tree that displays the paths to how company sales occurred.
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LESSON 37 Building PerformancePoint dashBoards in sharePoint 2010
PerformancePoint can not only give you a
high-level overview of a companys results but
can also give you more detail with drill-up and
drill-down, shown in Figure 37-2, that will go
to the next level of a user-defined hierarchy. If
you need even more detail, you can also select
Show Details and get a grid view of the under-
lying data. This provides solutions to many
different types of problems. Sometimes a broader
view of the company is needed to gain an over-
all perspective of the business, while other times
it is important to go to the lowest granularity to
solve a problem.
To create content using PerformancePoint, you
will use the Dashboard Designer. If you have already created a Business Intelligence Center site as we
did in the previous lesson, its very simple to open the Dashboard Designer. Open the PerformancePoint
Content Library and select Add new item. This will automatically install and open Dashboard Designer
on your machine.
With the Dashboard Designer open you can create a connection to your data source. You’ll connect
to a previously created Analysis Services cube to take either already-built KPIs to just display their
results, or build KPIs from the ground up using PerformancePoint. Figure 37-3 shows all the possible
data sources you have in PerformancePoint.
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Building PerformancePoint dashBoards in sharePoint 2010
When you create a new connection to Analysis Services you choose the server, database, and cube,
as shown in Figure 37-4. You can also specify the authentication you wish to use for the connection.
You can pick Per-user Identity, which means each user’s own account will be used to access the cube.
Using this method requires that the domain administrator configure Kerberos delegation between
PerformancePoint and the Analysis Services database. You can also pick Unattended Service Account,
which requires its own set of extra configuration. Having an Unattended Service Account means one
account is always responsible for displaying the content you develop.
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