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Posted 7 Jun 2014

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PerformancePoint Services in SharePoint 2013

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7 Jun 2014CPOL7 min read
Analytics Reports using PerformancePoint Services in SharePoint2013

Introduction

PerformancePoint Services is a SharePoint Server 2013 service application. It enables users to create business intelligence (BI) dashboards that provide insight into an organization's performance. You can create custom reports, filters, tabular data sources, and scorecard transforms to extend the native functionality of PerformancePoint Services.

Extensibility architecture for PerformancePoint Services in SharePoint Server 2013:

Image 1

Fundamentals of PerformancePoint Services Development

PerformancePoint Services architecture: Its multitier architecture includes components on the client tier, the front-end web server, and the back-end application server. The following diagram shows a generalized view of the PerformancePoint Services architecture.

Image 2

PerformancePoint Dashboard Designer

Dashboard Designer provides a rich authoring environment for creating and managing dashboard content. Dashboard Designer installs on a client computer by using ClickOnce, a Web-based deployment technology. Dashboard Designer communicates with the PPSAuthoringService Web service by sending SOAP requests and receiving XML responses. Users can also perform simple design tasks in edit mode in SharePoint Server 2013, such as adding Web Parts to a dashboard.

Editors for Custom PerformancePoint Services Objects

An editor runs within a PerformancePoint Services application instance on the front-end Web server, typically as an ASPX page. Web applications that run within a PerformancePoint Services application instance and in a SharePoint process are located in the /_layouts virtual directory and are installed by default to the LAYOUTS folder in the path %ProgramFiles%\Common Files\Microsoft Shared\web server extensions\15\TEMPLATE.

Integrating with Dashboard Designer

To integrate into the Dashboard Designer authoring experience, your editor must be able to open from a uniform resource identifier (URI), and the URI must be registered for the custom object in the PerformancePoint Services web.config file.

To create a custom object, Dashboard Designer retrieves the object's metadata from the PerformancePoint Services web.config file and then creates the object as a content type in the PerformancePoint Services repository. Data sources are created in a SharePoint document library, and report and filter objects are created in a SharePoint list. After creating the custom object, Dashboard Designer displays a link to the editor.

PerformancePoint Services uses the following process to open a custom editor:

When a user attempts to edit a custom object from Dashboard Designer (or a content type in the repository), a query string is passed to a Web server control. The query string provides the location of the object in the repository.

The Web server control interrogates the object to identify its type and subtype. The object's subtype indicates whether the object is native or custom.

If the object is custom, the Web server control looks up the URI of the object's editor in the PerformancePoint Services web.config file.

The Web server control appends query string parameters to the editor path and then opens the editor.

PerformancePoint Services Filters

In PerformancePoint Services in Microsoft SharePoint Server 2010, a filter typically appears on a dashboard page as a Web server control. The filter control is rendered in a Web Part that implements standard SharePoint connection interfaces. The control enables users to select parameter values, which are then sent to connected scorecards and reports.

Filtering Process in PerformancePoint Services

The filtering process in a dashboard occurs as follows:

The server renders a filter Web Part on a dashboard page. The Web Part hosts a Web server control, such as a list or tree.

The filter's data provider connects to the underlying data source. It retrieves data and stores it in a data table (referred to as the display-data table).

The retrieved data is used to populate the filter control.

A user selects one or more values from the filter control, and then clicks OK.

The data provider stores the user's selections in a data table (referred to as the message-data table).

The filter control sends the message data (user-selected values) to the server.

The server retrieves the results of the new query from the data source and then sends the updated data to scorecard and report consumers.

The server renders the consumers with the new data.

Filter Data

A filter uses a data provider to handle two datasets:

Display data that is used to define connection points and to populate the filter control.

Message data that the filter passes to consumers to represent the user's selection from the filter control.

Filter Connections

Filters are providers; they send data to connected scorecard and report consumers. Dashboard authors define a connection between a filter and a consumer by mapping a filter begins point to a consumer endpoint in PerformancePoint Dashboard Designer. An endpoint represents a parameter in a scorecard or report query, and a begin point represents the value of the parameter. For example, a filter displays the geographic regions North, South, East, and West, and a report returns the gross revenue for the region that is selected in the filter. In this example, region is the parameter in the report's query—its value is not specifically defined. The report must obtain the parameter value to use in the query (North, South, East, or West) from the filter.

Filter Selection Controls

In a PerformancePoint Services dashboard page, a filter Web Part hosts a Web server control. The filter control typically displays enumerated data values and enables dashboard users to select one or more values. The control is populated with data during the rendering process.

The control that a filter uses is identified by its renderer class. The default control for a filter type is specified by the Renderer Class attribute in the PerformancePoint Services web.config file. However, the RendererClassName property overrides the default control for a filter instance, so authors can specify a different run-time renderer in the filter editor.

Custom filters can use a custom or third-party control or one of the following PerformancePoint Services controls:

  • SingleSelectDropDownControl
  • SingleSelectTreeViewControl
  • MultiSelectTreeViewControl

PerformancePoint Services Scorecards

In PerformancePoint Services in Microsoft SharePoint Server 2013, scorecards are first class objects (FCOs) that are stored as content types in the PerformancePoint Services repository. They are rendered in Web Parts as grid-based views that display key performance indicators (KPIs) and dimension data.

How to create a simple Analytics Reports using PerformancePoint Services

Create a new site and use the site template as “Business Intelligence Center”.

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Click on the Site Contents.

Image 4

Then go to “PerformancePoint Content”.

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Click on the new item.

Image 6

Now the Dashboard Designer will open.

Image 7

Here, we need to create a new Data Connection, for this right click on the data connection and click on the New Data Source.

Image 8

Here we have multiple options to select which type data source we need to select. Here, we are selecting “Analysis Services”.

Image 9

In this screen, we need to enter the server name, database name and select the cube.

Please refer my previous article:

Image 10

Click on the Test Data Source and it's showing the message Connection successful.

Image 11

Now our Data Connection part is completed and next, we are going to create a report.

Right click on the PerformancePoint Content then New.

Here we have multiple options to select, we are selecting Report and others I will explain latter.

Image 12

Click on the Analytic Chart.

Image 13

Select a data source to use for this analytic chart report.

Image 14

Thanks to Microsoft for the wonderful features, just drag and drop the values from Measures and Dimensions to generate the Reports.

In our case, we dragged Internet sales Amount from Measures and Customer Country from Dimensions.

Our Report is generated successfully.

Image 15

Just right click on the Report =>Report Type

Again Thanks to Microsoft, just a button click we can convert the chart as user wish.

Here we are converting this report as Pie Chart.

Image 16

Yes, it’s converted as Pie Chart.

Image 17

Drill Down options

Right click on the pie chart => Drill Down To

Now it’s showing all the dimensions from the cube, as per the user requirements they can create specific reports.

Image 18

The next step creates a page in SharePoint site and inserts a PerformancePoint Report Web part.

Image 19

In the tool pane:

Image 20

Click here to select the report which we need to display in the page:

Image 21

Select one report and click Insert:

Image 22

Click on the Apply Button:

Image 23

Now our reports are showing in the page:

Image 24

Filter

Right click on the Report =>Filter, and then click on Top 10.

Image 25

In this window, we can use the filter values for this report.

Image 26

Here our Pie chart Report gets converted to Grid Report (We already learned about the report type.).

Image 27

In this report, it's showing two columns Geography and Internet Sales. Our requirement is we need to add some more columns in this report.

For this purpose, we need to follow the below steps:

Right Click on the report => Select Measures

Image 28

Here, it’s showing all the Measures and check which are the fields we need to add in the reports.

I checked three more fields, then click OK.

Image 29

Yes. It worked, now our reports are showing 5 columns.

Image 30

Summary

In this article, we learned how to create an Analytics Reports using PerformancePoint Services in Sharepoint 2013.

License

This article, along with any associated source code and files, is licensed under The Code Project Open License (CPOL)

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About the Author

shijuse
Software Developer (Senior) EY
India India
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Comments and Discussions

 
QuestionPerformancePoint Content not showing up Pin
Member 868683826-Dec-18 1:00
MemberMember 868683826-Dec-18 1:00 
QuestionPower Pivot Error in share point 2013 Pin
SurenMuthu20-Jun-14 2:23
MemberSurenMuthu20-Jun-14 2:23 
AnswerRe: Power Pivot Error in share point 2013 Pin
shijuse30-Jun-14 21:26
professionalshijuse30-Jun-14 21:26 
GeneralRe: Power Pivot Error in share point 2013 Pin
SurenMuthu4-Jul-14 0:51
MemberSurenMuthu4-Jul-14 0:51 
QuestionPower View Error Pin
SurenMuthu20-Jun-14 1:36
MemberSurenMuthu20-Jun-14 1:36 
AnswerRe: Power View Error Pin
shijuse30-Jun-14 21:23
professionalshijuse30-Jun-14 21:23 
GeneralRe: Power View Error Pin
SurenMuthu4-Jul-14 0:52
MemberSurenMuthu4-Jul-14 0:52 

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