Description
Course info
Rating
(129)
Level
Intermediate
Updated
Jan 16, 2014
Duration
1h 31m
Description

Do you want to create appealing dashboards with interactive reports, charts and scorecards? In this course, you will learn how to use PerformancePoint Services and Dashboard Designer to fulfill this task. You will learn how to author a dashboard and how to interact with it. After watching the course, you are able to kick-off your own project and build the dashboards you and your colleagues need for making your daily work easier.

About the author
About the author

Markus has been helping his customers in the field of business intelligence since 1994. Currently, he works for cubido business solutions gmbh, as a business intelligence architect.

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Section Introduction Transcripts
Section Introduction Transcripts

Installation & Dashboard Designer
Welcome to the course about Microsoft SharePoint PerformancePoint Services. My name is Markus Ehrenmuller-Jensen, and I work as a business intelligence architect for Cubido Business Solutions in Austria. In the previous module, I did give you an overview about what PerformancePoint Services are. In this module, I will talk a little bit about what to do to enable PerformancePoint Services on your SharePoint Server, before we will start to connect to the data sources and build dashboards.

Filters & Time Intelligence
Welcome to the course called Microsoft SharePoint PerformancePoint Services. My name is Markus Ehrenmuller-Jensen, and I work as a business intelligence architect for Cubido Business Solutions in Austria. In the previous modules, I did give you an overview of what PerformancePoint Services are, what to do to enable it on SharePoint, how to connect to your data, how to create a dashboard, analytic reports, and scorecards. In this module, I will show you how you can create and use filters for your dashboards. Filters help the user to shape the displayed information on the dashboard. PerformancePoint offers three types, List, Tree, and Multiselect Tree. If the user should be able to select one here, stick with list. If the user should be able to select from a hierarchy and the filter is depending on the year or quarter or month or day, stick with Tree. When the user is allowed to select more than one here, then use Multiselect. Filters are like reports or scorecards, reusable between dashboards and compatible with SharePoint filters. Don't forget to connect the filter with every other dashboard item the filter should have an effect on. If you change a filter, but the report does not change, check out if you might have forgotten to define the connection. The connection my be based on the direct value or on the formula based on the direct value. As we have seen with scorecards and _____ detail report, non-filters can also connect to each other.

Excel & Reporting Services
Welcome to the course about Microsoft SharePoint PerformancePoint Services. My name is Markus Ehrenmuller-Jensen, and I work as a business intelligence architect for Cubido Business Solutions in Austria. In the previous modules, I did give you an overview about what PerformancePoint Services are, what to do to enable it on SharePoint, how to connect to your data, how to create dashboards, analytic reports, scorecards and filters. In this module, I'll show you how you can embed existing reports from Excel Services and through Reporting Services. It is very easy to embed reports available through Excel Services and/or Reporting Services into a dashboard. Thus, you can reuse existing reports without inventing the wheel again by rebuilding them with Dashboard Designer. Furthermore, I use this possibility to complement features I miss in PerformancePoint.

Wrapup
Welcome to the Wrap up for the SharePoint PerformancePoint Services course. My name is Markus Ehrenmuller-Jensen, and I work as a business intelligence architect for Cubido Business Solutions in Austria. PerformancePoint Services are definitely underestimated by many people. However, of course no tool is perfect. There are some limitations. As you have seen through the demos, we only have limited control over layout, and still miss features like databar, sparklines, or mapping visualization in PerformancePoint Services. How to describe PerformancePoint Services in one minute: You need SharePoint Enterprise Edition and you do only have limited control over layout. However, you get reports and scorecards, which are ready to interact with the end user by default. You get cool drilling possibilities and can go up and down and to other dimensions and you don't lose control over a drilling path with the help of Decomposition Tree. If you wanted to have reports through Excel Services and/or Reporting Services, you can embed them into PerformancePoint dashboards.