Thủ thuật Sharepoint 2010 part 80 potx

FIguRE 20-18 After Dashboard Designer has been downloaded and installed on the client desktop, it can be launched from the desktop using the PerformancePoint Dashboard Designer shortcut

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2 This should reveal the web page shown in Figure 20-18 From this page, click the Run Dashboard Designer button to initiate the ClickOnce deployment process Dashboard Designer 2010 is automatically deployed to the client desktop using ClickOnce technology After a few checks, the designer is downloaded and installed to the client’s desktop and opened to the design pane Installation is quick, without any need for installation media or files The application is hosted

on the SharePoint 2010 server, so software patches are applied automatically the next time the designer is launched, assuming any software updates have been applied to the SharePoint 2010 server This is all handled by the ClickOnce technology

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After Dashboard Designer has been downloaded and installed on the client desktop, it can be launched from the desktop using the PerformancePoint Dashboard Designer shortcut in the SharePoint folder on the Start menu It can also be launched from the SharePoint list that contains the PerformancePoint Designer objects At the time of this writing, Dashboard Designer does not operate in offline mode,

so the author must be connected to the SharePoint 2010 server to edit and create designer objects

INtROductION tO dAShbOARd dESIgNER

The visual elements of Dashboard Designer are displayed in Figure 20-19 Across the top of the designer display is a ribbon with three tabs: Home, Edit, and Create There is a Workspace Browser pane on the left-hand side of the designer, and a centrally located pane that contains two tabs A SharePoint tab displays a view of the items that have been deployed to the SharePoint server, and a Workspace tab (shown in Figure 20-19) displays a view of the items in the local workspace A third pane, Details, is not shown, but will appear at different points in the process of creating objects, as you will see in the following example

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As new objects are created using the designer, these objects are stored inside the Business Intelligence Center Specifically, the objects are stored inside the provisioned lists and libraries that were previously shown in Figure 20-15 These lists are called Dashboards, Data Connections, and PerformancePoint Content Each has a special purpose, as summarized in Table 20-2

tAbLE 20-2: Business Intelligence Center Lists

(published) to the server

PerformancePoint objects These sources contain server connection and security information

PerformancePoint

Content

This list contains scorecards, reports, filters, and unpublished dashboards

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There are two key benefits to saving objects to these lists: the objects are centrally managed and they are reusable across multiple dashboards Dashboard authors with the proper permissions can reuse any of the objects by adding them to their own dashboards SharePoint requires that authors have Contribute permission in order to save items to SharePoint server, and they must have Design permis-sion to deploy dashboards All objects are stored in a SharePoint database At this point, you are ready

to create your first designer objects

creating an Analytic chart Report and dashboard

Analytic reports are dynamic, visual representations of data that can be displayed as interactive line charts, bar charts, pie charts, and tables (also called grids) PerformancePoint analytic reports remain connected to the data, which means their content is always up to date This walk-through requires SQL Server Analysis Services to be installed and available to the SharePoint Server, and the Adventure Works Data Warehouse cube database should also be installed SharePoint administrators can check with their SQL Server database administrator if uncertain about the availability These Adventure Works databases for SQL Server 2008 and the instructions for installing can be obtained from the CodePlex web site using the following link: http://msftdbprodsamples.codeplex.com/ Wikipage

Analytic reports pull information from Analysis Services cubes These cubes consist of concepts

called dimensions, members, and named sets, which are summarized in Table 20-3.

tAbLE 20-3: Cube Concepts

members For example, measures might include Sales Amounts and Gross Profit

dimension could represent a hierarchy such as Sales Region, State, and City

These concepts will be important as you define and configure the types of information that will be displayed in the chart report Let’s begin the process of creating the chart report:

1 Open Dashboard Designer Click the Home tab and then click the Refresh button

2 You will need to first create a connection to your data source, which will be SQL Server 2008 Analysis Services Click Data Connections inside the Workspace Browser and then click the Data Source button in the Ribbon The Select a Data Source Template dialog will appear, as shown in Figure 20-20 Briefly browse the different types of templates Note that five different data source types are available: Analysis Services, Excel Services, Import From Excel Workbook, SharePoint List, and SQL Server Table

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3 Select the Analysis Services template and click OK You need to add several values on the Connection Settings view, which is located in the middle of the designer Add the name of your server to the Server box Once you add your server name and click in the Database box,

it will be populated with the appropriate database options Select a database Enter the val-ues shown in Figure 20-21 or choose your own valval-ues Once complete, click the Test Data Source button to verify you have connectivity You should see the Test Connection modal dialog, confirming you have successfully connected to the data source

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4 Choose an appropriate name, like ADW Cube Source, and assign it to the connection you just created in the Workspace Browser Once assigned, right-click on the name and choose the Save option Verify that a new entry called ADW Cube Source (or whatever you named your connection) has been added to the Data Connections library in the Business Intelligence Center, as shown in Figure 20-22 You should also confirm that the Dashboard Designer can be launched using the Edit in Dashboard Designer option on the object item menu This enables you to open the designer directly from one of the object libraries

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5 To create the chart report, select PerformancePoint Content in the Workspace Browser Click the Create tab, followed by clicking Analytic Chart in the Reports group This should open the Create an Analytic Chart Report wizard, shown in Figure 20-23

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Notice that you can choose data connections that exist either on the SharePoint Server or in the designer workspace For this example, select the ADW Cube Source connection created previously, and then click the Finish button Once the wizard has completed, an entry called New Report is added to the Workspace Browser, and the analytic report opens for editing in

the center pane of the workspace Rename this entry Chart Report You should also notice

that a Details pane is displayed on the right-hand side of the workspace

At this point, you need to define the information that will be displayed in the chart report You have two different approaches to choose from: You can drag-and-drop items from the Details pane onto the report design pane or you can use Multidimensional Expressions (MDX) to specify a query using the Query tab We will demonstrate the drag-and-drop approach because it is more visual and easier to learn when you are first beginning

6 From the Details pane, drag Order Quantity from the Measures group to the Series panel

at the bottom of the workspace Next, drag the Date.Calendar dimension to the Bottom Axis panel You should see a new chart displayed, but it still needs to be refined Right-click the Date.Calendar entry in the Bottom Axis panel and choose the Select Members option Choose calendar years 2002 and 2003 and their respective quarters to display in the report, and then click OK Your chart report should resemble the chart displayed in Figure 20-24

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7 Save the report and confirm that it has been stored in the PerformancePoint Content library

in the Business Intelligence Center, as shown in Figure 20-25

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8 Figure 20-25 also displays the object menu for the chart Click the Display Report option and a new browser window will open displaying the chart There is a wealth of information

in this report First, notice that you can toggle between different chart types using the icons located at the top of the report Second, you can drill into additional information by right-clicking on any of the bars in the chart and choosing from any of the different options, as shown in Figure 20-26 Close the browser window when you have finished exploring the different options

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9 This chart report can now be added to a dashboard, and then Designer can be used to publish the dashboard to the Dashboards library This exercise is left to readers to do on their own The result is displayed in Figure 20-27

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This completes the process for verifying the PerformancePoint installation and configuration, as well

as the brief introduction of the Dashboard Designer’s capabilities

Reusing designer Objects

PerformancePoint objects can be reused by different authors For example, the Workspace Browser can copy and paste items in the same or different display folders, provided the items remain within the same site collection To illustrate this capability, you will make a copy of an object, make some changes to it, and then save it to a different website in the same site collection:

1 Create a new website in the same site collection as the

Business Intelligence Center, and use the Business

Intelligence Center template For this example, name the

site BI Center II

2 Open Dashboard Designer In the Workspace Browser,

click PerformancePoint Content In the Home tab of the

Ribbon, click Refresh

3 Click the Add Lists button in the Workspace group in the

Ribbon This should reveal the Add Lists dialog shown

in Figure 20-28 You should see an entry for BI Center II,

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