This article relates how to create Fixed value Scorecard, Excel file Data to Reports and Deploy in Dashboard Designer using PerformancePoint services in SharePoint 2010.
Create a Site Collection from Application Management of your Central Administration.
I. Choose your web application
II. Enter the Title as “BI Samples”
III. Enter the Url as “BISite”
IV. Choose the Business Intelligence Center template
V. Enter the username
VI. Click ok
Click the site collection URL
It will be taken to Business Intelligence Center Home page
I. Move your cursor to create Dashboards
II. Click the Start Using PerformancePoint Services
Click Run Dashboard Designer button (before that check your browser, I am using internet explorer Version 8)
You will get the Dashboard Designer.
Now create Report for showing the Excel file data from SharePoint document
I. Right click the PerformancePoint Content
II. Click “New” and choose “Report”
In this step, select Report Template popup
1. Choose the “Excel Services”
2. Click the “Ok” button
1. Rename the “New Report” as “ExcelSample”
2. Go to your SharePoint Site, upload one Excel Document in library Section and then Paste the site URL in SharePoint Site Section.
3. Choose document Library Section
4. Choose your Excel File Name.
5. Click View button you will find Excel File Data’s
Now we create Scorecard
Right Click the “PerformancePoint Content” Click “New” and choose “Scorecard”
Choose Standard Category, then Click Fixed Values Scorecard and click the Ok.
Click New KPI and add the below information
Click Finish Button
Here you will see the Scorecard. Rename “New Scorecard” as “InvoiceScorecard”
Now we Create Dashboard
Right Click “PerformancePoint Content” Click “New” and choose “Dashboard”
Choose “2.column” Template and Click Ok
Rename “New Dashboard” as “DashBoard1”. And then click arrow button on the right side of the panel.
Drag and Drop the “InvoiceScoreCard” into the left column and “ExcelSample” to the Right Column
Now right click the DashBoard1 and choose Deploy to SharePoint…
Choose Dashboards and click ok Button
Finally the output will be like this.