Exercise 1: Creating the Reseller Sales Dashboard
In this exercise, you will create a PerformancPoint Services dashboard based on the Analysis Services Reseller Sales cube. This will involve creating a data source for the cube, and then creating a scorecard which will import the cube’s Sales Performance KPI. An MDX filter and an Analytic Grid report will be created also using the cube. Finally, a single-page dashboard will be assembled using the filter, scorecard and report. The exercise will finish by exploring the deployed dashboard and its interactive features.
The finished dashboard will resemble the following.
Previewing the Reseller Sales Dashboard
Task 1 – Creating the Reseller Sales Data Source
In this task, you will navigate to the SharePoint Data Connections library and then create a PerformancePoint data source. This will launch Dashboard Designer. You will then configure the data source to connect to the Analysis Services Reseller Sales cube. Finally, you will save both the data source and the workspace.
Task 2 – Creating the Sales Performance Scorecard
In this task, you will create the Sales Performance Scorecard scorecard using the wizard, which will also import the Sales Performance KPI from the Reseller Sales data source.
Task 3 – Configuring the Sales Performance KPI
In this task, you will configure the Sales Performance KPI number formats and threshold values.
Task 4 – Configuring the Sales Performance Scorecard
In this task, you will configure the Sales Performance Scorecard scorecard by modifying the Trend metric settings. Next, you will introduce the Salespeople hierarchy to allow browsing the KPI by the hierarchy members. Finally, you will format the scorecard. In the dashboard, the selection of members of the Salespeople hierarchy will filter a report. You will format the hierarchy members to appear as hyperlinks to provide a visual clue that this functionality is available.
Task 5 – Creating the Calendar Filter
In this task, you will create the Calendar filter that will enable users to filter the dashboard by a selected year, quarter or month.
Task 6 – Creating the Sales by Product Report
In this task, you will create an Analytic Grid report named Sales by Product.
Task 7 – Creating and Assembling the Reseller Sales Dashboard
In this task, you will create and assemble the Reseller Sales Dashboard dashboard. This will involve introducing the Calendar filter, the Sales Performance Scorecard scorecard and the Sales by Product report. You will then create connections to enable the passing of values between the dashboard items.
Task 8 – Deploying the Reseller Sales Dashboard
In this task, you will deploy the Reseller Sales Dashboard dashboard to the SharePoint Dashboards library.
Task 9 – Exploring the Reseller Sales Dashboard
In this task, you will interact with the dashboard’s filter, scorecard and report. Additionally, you will explore many of the Analytic Grid report’s interactive functionality.
Task 10 – Exploring the Decomposition Tree
In this task, you will explore Sales by Product report data by using the decomposition Tree visualization.
Task 11 – Finishing Up
In this task, you will finish up by closing all applications.