Basics about PerformancePoint in Microsoft SharePoint 2010 and 2013 and basics in setting it up and getting some information put into it.

1. Sure you can add it but what next?

2. Who am I and why am I qualified
 I am a SharePoint Administrator who is working for a
midsize organization in the suburbs of the Boston, MA
area.
 I have been working with & using SharePoint since
SharePoint Portal Server 2003.
 Started Administering with MOSS 2007 and SharePoint Server 2010
 My SharePoint 2013 Site - http://www.westportpoint.org
 Twitter - @MLCarter1976
○ Heavily working with Complete SharePoint Server 2013 - in development

3. Goal and Audience
 My goal is to give a broad overview of
PerformancePoint
 No deep dives
○ Sharks are in the Massachusetts waters - remember!
 My audience (besides YOU) is Administrators and IT
Pro's
 People who want to learn about PerformancePoint and see pretty
pictures!

4. I am doing this because everyone is busy and
we need to often stop and focus on
something.
Google
Maps - this
is why I use
BING!
Malibu, CA
No
mudslides,
just weird
graphic
"dip!"

5. PerformancePoint Services –
COMPLEX

6. What is needed first?
 You need to know what IS PerformancePoint?
 A Business Intelligence (BI) application and tool that enables
you to organize your vision of organizational goals, processes,
and performance requirements in a useful manner, and lets you
present data as meaningful information.
○ It is a SharePoint service that let’s you monitor and analyze your
business.
 You create dashboards, scorecards, and key performance
indicators (KPIs) to help people understand objectives and
strategies.
Credits - 6

7. What is needed to set it up?
 SharePoint 2010 / 2013 Enterprise Edition
1. Setup PerformancePoint, which is a service, in the site collection-scope feature.
2. Setup PerformancePoint in the site-scoped feature to enable the Web Parts to become
available.
 Can then manage data connections within a data connections library
 Connection capabilities are:
○ Analysis Services (SQL)
○ SQL Server
○ SharePoint Lists
○ Excel Services
3. Secure Store service
 Takes username and password from users and encrypts it and puts it into the database. Generate a key and
put in a passphrase.
Credits - 2

8. Setup services in Central
Administration

9. Start PerformancePoint / Secure Store
Services
Credits - 7

10. Central Administration – Application
Management

11. Manage PerformancePoint Service
Application

12. Manage Performance Point Services

13. Need to configure Secure Store
Service
The account used in
Unattended Service
Account needs to
have permissions on
the SQL Database
you are connecting to.

14. When add the Secure Store it
automatically adds this (don't edit it)

15. Manage Performance Point Services

16. Trusted Locations

17. Configure a Business Intelligence
Center
1. Verify that you have the correct administrative credentials. To create a site collection, you
must be a member of the Farm Administrators SharePoint group on the computer that is
running the SharePoint Central Administration website.
2. On the SharePoint Central Administration website home page, in the left navigation, click
Application Management.
3. In Application Management, click Create site collections.
4. In the Title and Description section, in the Title box, type BI Center.
5. In the Web Site Address section, type BICenter in the box.
6. In most instances the complete URL for this site collection is http://your server
name/sites/bicenter.
7. In the Template Selection section, click the Enterprise tab, and then click Business
Intelligence Center.
8. In the Primary Site Collection Administrator section, type FarmAdmin.
9. Click OK.
10. When the top-level site (Business Intelligence Center) is successfully created, click OK.
11. Assign user permissions to the Business Intelligence Center.
Credits - 9

18. Create a site collection
Credits - 7

19. Create a BI Center Site

20. Business Intelligence Center
 Customized site page with quick launch on left.

21. Monitor Key Performance
 Shows a sample of what it looks like on the left.

22. Build and Share Reports

23. Create Dashboards

24. Get Dashboard Developer with PPS
link
Credits - 7

25. /Pages/ppssample.aspx

26. Run DashboardDesigner.exe a 16MB file

27. Dashboard Designer
Credits - 8

28. Dashboard Designer
 A desktop application (16MB download) that creates and
manages dashboards and their elements, including
scorecards, parameters, and strategy maps.
○ Dashboards help organizations measure, monitor, and manage
business performance with live data from a variety of business data
sources.
 Tracks key performance indicators (KPIs) that consolidate data
from multiple data sources into a scorecard or strategy map that
is visual, intuitive, and interactive.
Credits - 4

29. PerformancePoint Dashboard Designer
Features
 KPIs
 Filters
 Reports
 Dashboards
 Indicators
 Scorecards

30. KPIs (Key Performance Indicators)
 Business metrics that help decision-makers monitor progress toward
meeting organizational performance goals.
 Measure an organization's performance in a specific area, such as
total sales, parts inventory, or sales per region.
 A logical and comprehensive way of describing organizational
strategies.
Credits - 4

31. Filter
 Business metrics that help decision-makers monitor progress toward
meeting organizational performance goals.
 Measure an organization's performance in a specific area, such as
total sales, parts inventory, or sales per region.
 A logical and comprehensive way of describing organizational
strategies.
Credits - 4

32. Reports
 Reports Web Part
 Displays
○ SQL Server Reporting Services Reports (SSRS)
○ Analytic charts
○ Grids
○ Excel Services Reports
○ Strategy Map – needs Visio
Credits - 2

33. Dashboard
 Multiple items combined into one for fast viewing.
Credits - 2

34. Dashboard – same item with 2 views
 Multiple items yet the same, but in different views still allow for quick access.
Credits - 2

35. Indicator
 Indicators are the images used to display the approximate value of a
KPI visually in a scorecard.
Credits - 11

36. Scorecards
 SCORE!
 Scorecard Web Part
 Renders the KPI (Key Performance Indicators) in a
dashboard*.
○ *Dashboards are a user interface that presents information in a
way that is easy to understand, like a car dashboard .
 Locate and add a Scorecard View a Web Part to a
dashboard.
 Add KPIs - New and existing - to a scorecard.
Credits - 2

37. Web Analytics – Real world
Application
 Frequency of visits
 Popularity
 Popularity rank trend
 Filtering options for title and department
Credits - 2

38. SharePoint 2010 – PerformancePoint
Dashboard Designer

39. New Data Source

40. New Data Source - Authentication
 Whatever you have for your Unattended Service
Account, you will need to have that in the database that
you are accessing.

41. Data Connections and Performance
Content

43. What is the most important part of
PerformancePoint and Dashboard
Designer?
 Data Services - Analysis Services
○ Most Popular
○ Features people like
 Drill into things like sales data and look with multiple dimensions.
 Build out your data warehouse and your cubes.
 Can look at SharePoint Lists and simple SQL Tables
○ Won’t get full BI Experience
Credits - 5

44. Demo
SharePoint 2010 Dashboard Designer

45. SharePoint 2013 BI Center
 All these hyperlinks in blue, take you to the Internet to
show you what you can do, but you need Microsoft
Office 2013

46. Where is Dashboard Designer?

47. The ribbon has the Dashboard
Designer

48. Download Dashboard Designer

49. Dashboard Designer

50. Similar to 2010 Dashboard Designer

51. Status List / KPI list discontinued
 The Status List that was in SharePoint 2010 has been
discontinued in 2013.
 “Gotcha” with SharePoint List
Credits - 10

52. PerformancePoint Service is stopped!
 This starts an issue I had with PerformancePoint
Service not being started but I “thought” it was!

53. Checked Site Settings and Site Collection
features

54. Site Collection Features look good

55. Site Features looks good!

56. Central Admin PPS not started!

57. Message from SharePoint on starting PPS
Service
 •To access data sources using shared credentials instead
of per-user identity, configure the PerformancePoint
Unattended Service Account and/or create Target
Applications in the Secure Store using SharePoint Central
Administration.
 •The PerformancePoint web application and site collection
features must be enabled in order to use the
PerformancePoint capabilities.
 •Trusted locations should be configured through manage
service applications to prevent use of any site collection or
sites, with PPS features enabled, that could allow for
unauthorized access to data sources.

58. Service Application PPS was started

59. Data Connections Dashboard
Designer
 The icons are blue and tells you who you are
connected as and to what in the status bar
 2013
 2010

60. Thank you!
 Hopefully I did OK, if not, it’s too late now! You learned
about PerformancePoint 101
 Matthew Carter
 Twitter - @MLCarter1976
 Webpage – http://www.westportpoint.org/
 Email: MLCarter1976@live.com

61. Demo
SharePoint 2013 Dashboard Designer

62. Credit deserved for my slides
 I need to give credit to the slides that I "borrowed" to
show with others.
 I went on SlideShare.net and found PowerPoint slides
 I know, what work did "I" do?
○ Well for me, forcing yourself to SIT DOWN and STOP and learn
is pretty much what is needed. Pigeon hole some time in and
learn!

63. Credit for my slides -
 Credits 1
 Dan English on Inside PerformancePoint
○ http://www.slideshare.net/denglishbi/inside-PerformancePoint
 Credits 2
 Microsoft SharePoint 2010 Administrator's Companion - Bill
English, Brian Alderman, Mark Ferraz - ISBN: 978-0-7356-2720-8
 Credits 3
 PerformancePoint Services resource center | SharePoint 2010
○ -http://technet.microsoft.com/en-us/sharepoint/hh126809-

64. More credit for my slides -
 Credits 4
 PerformancePoint Dashboard Designer
○ http://technet.microsoft.com/en-us/library/bb821195(v=office.12).aspx
 Credits 5
 Creating BI Solutions with SharePoint 2010 using PerformancePoint Services
○ http://www.youtube.com/watch?v=a9rxjZGbeQ4
 Credits 6
 PerformancePoint Services in SharePoint Server 2013 overview
○ http://technet.microsoft.com/en-us/library/ee424392.aspx
 Credits 7
 Deploying PerformancePoint 2010 Soup to Nuts
○ http://blogs.msdn.com/b/performancepoint/archive/2009/11/24/deploying-performancepoint-
2010-soup-to-nuts.aspx

65.  Credit 8
 Getting acquainted with PerformancePoint Dashboard Designer
○ http://office2010.microsoft.com/en-us/dashboard-designer-help/getting-acquainted-with-
performancepoint-dashboard-designer-HA010369185.aspx#BM3
 Credit 9
 Configure PerformancePoint Services (SharePoint Server 2013)
○ http://technet.microsoft.com/en-us/library/ee748644.aspx#section2
 Credit 10
 Discontinued features and modified functionality in Microsoft SharePoint 2013
○ http://office.microsoft.com/en-us/sharepoint-help/discontinued-features-and-modified-
functionality-in-microsoft-sharepoint-2013-HA102892827.aspx
 Credit 11
 SharePoint 2010 PerformancePoint Services : Understanding and Working with
Indicators
○ http://allcomputers.us/windows_server/sharepoint-2010-performancepoint-services---
understanding-and-working-with-indicators.aspx