Create Scorecard and Deploy Dashboard in SharePoint 2010 using PerformancePoint Services

Mohamed Sithik
 
SharePoint Consultant
March 9, 2013
 
Rate this article
 
Views
27028

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.

Step 1:-

Create a Site Collection from Application Management of your Central Administration.

clip_image002

Step 2:-

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
clip_image004

Step 3:-

Click the site collection URL

clip_image006

Step 4:-

It will be taken to Business Intelligence Center Home page

I.  Move your cursor to create Dashboards
II. Click the Start Using PerformancePoint Services 

clip_image008

Step 5:-

Click Run Dashboard Designer button (before that check your browser, I am using internet explorer Version 8)

clip_image010

Step 6:-

You will get the Dashboard Designer.

clip_image012

Step 7:-

Now create Report for showing the Excel file data from SharePoint document

I.  Right click the PerformancePoint Content
II. Click  “New” and choose “Report

clip_image014

Step 8:-

In this step, select Report Template popup

1. Choose the  “Excel Services” 
2. Click the “Ok” button

clip_image016

Step 9:-

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

clip_image018

Step 10:-

Now we create Scorecard

Right Click the “PerformancePoint Content” Click “New” and choose “Scorecard 

clip_image020

Step 11:-

Choose Standard Category, then Click Fixed Values Scorecard and click the Ok.

clip_image022

Step 12:-

Click New KPI and add the below information

clip_image024

Step 13:-

Click Finish Button

clip_image026

Step 14:-

Here you will see the Scorecard. Rename “New Scorecard” as “InvoiceScorecard

clip_image028

Step 15:-

Now we Create Dashboard

Right Click “PerformancePoint Content” Click “New” and choose “Dashboard 

clip_image030

Step 16:-

Choose “2.column” Template and Click Ok

clip_image032

Step 17:-

Rename “New Dashboard” as “DashBoard1”. And then click arrow button on the right side of the panel.

clip_image034

Step 18:-

Drag and Drop the “InvoiceScoreCard” into the left column and “ExcelSample” to the Right Column

clip_image036

Step 19:-

Now right click the DashBoard1 and choose Deploy to SharePoint…

clip_image038

Step 20:-

Choose Dashboards and click ok Button

clip_image040

Step 21:-

Finally the output will be like this.

clip_image042

Category : SharePoint

Author Info

Mohamed Sithik
 
SharePoint Consultant
 
Rate this article
 
SharePoint Consultant based out Chennai, India. ...read more
 

Leave a comment