www.it-ebooks.info Microsoft ® SharePoint 2010 PerformancePoint ® Services UNLEASHED 800 East 96th Street, Indianapolis, Indiana 46240 USA Tim Kashani Ola Ekdahl Kevin Beto Rachel Vigier www.it-ebooks.info Microsoft® SharePoint 2010 PerformancePoint® Services Unleashed Copyright © 2011 by IT Mentors, Inc. All rights reserved. No part of this book shall be reproduced, stored in a retrieval system, or transmitted by any means, electronic, mechanical, photocopying, recording, or otherwise, without written permission from the publisher. No patent liability is assumed with respect to the use of the information contained herein. Although every precaution has been taken in the preparation of this book, the publisher and author assume no responsibility for errors or omissions. Nor is any liability assumed for damages resulting from the use of the information contained herein. ISBN-13: 978-0672-33094-0 ISBN-10: 0-672-33094-6 Library of Congress Cataloging-in-Publication Data is on file Printed in the United States of America First Printing August 2010 Trademarks All terms mentioned in this book that are known to be trademarks or service marks have been appropriately capitalized. Sams Publishing cannot attest to the accuracy of this information. Use of a term in this book should not be regarded as affecting the validity of any trademark or service mark. Microsoft is a registered trademark of Microsoft Corporation. Warning and Disclaimer Every effort has been made to make this book as complete and as accurate as possi- ble, but no warranty or fitness is implied. The information provided is on an “as is” basis. The authors and the publisher shall have neither liability nor responsibility to any person or entity with respect to any loss or damages arising from the information contained in this book. Bulk Sales Sams Publishing offers excellent discounts on this book when ordered in quantity for bulk purchases or special sales. For more information, please contact U.S. Corporate and Government Sales 1-800-382-3419 corpsales@pearsontechgroup.com For sales outside the United States, please contact International Sales international@pearsoned.com Associate Publisher Greg Wiegand Senior Acquisitions Editor Loretta Yates Development Editor Sondra Scott Managing Editor Kristy Hart Project Editor Andrew Beaster Copy Editor Keith Cline Technical Reviewer Alexis Jarr Indexer Brad Herriman Proofreader Apostrophe Editing Services Publishing Coordinator Cindy Teeters Interior Designer Gary Adair Cover Designer Gary Adair Page Layout Gloria Schurick www.it-ebooks.info Contents at a Glance Introduction 1 1 Integrated Performance 5 2 PerformancePoint Services 2010 13 3 Case Study: Managing What You Measure 19 4 Installing Microsoft SharePoint Server 2010 and Configuring PerformancePoint Services 39 5 Introducing PerformancePoint Dashboard Designer 71 6 Data Sources 89 7 Using Indicators, KPIs, and Scorecards 121 8 Reports 165 9 Page Filters, Dashboards, and SharePoint Integration 199 10 Securing a PerformancePoint Installation 235 11 Working with the Monitoring API 261 12 Maintaining a PPS Deployment 285 www.it-ebooks.info Table of Contents Introduction 1 Who Should Buy This Book 2 How This Book Is Organized 2 Conventions Used in This Book 4 Text Conventions 4 Special Elements 4 1 Integrated Performance 5 Business Intelligence as a Discipline 5 Performance Management Methodologies 9 Business Intelligence as an Enabler 9 Integrated Business Planning 10 Summary 12 2 PerformancePoint Services 2010 13 PerformancePoint Services 2010 Architecture 13 What’s New? 15 What’s the Same? 16 What’s Gone? 17 Summary 17 3 Case Study: Managing What You Measure 19 Overview and Business Background 20 Business Situation and Requirements 21 Market Expansion 22 Increase Popularity 24 Where to Start 24 Proposed Solution Architecture Roadmap 25 Basic Project Plan 26 Gather Data 26 Analyze Data and Identify Measures 29 Design KPIs and Scorecards 30 Design Reports 32 Design the Dashboard 34 Summary 38 Best Practices 38 www.it-ebooks.info Contents v 4 Installing Microsoft SharePoint Server 2010 and Configuring PerformancePoint Services 39 Examining PPS Installation Prerequisites 39 Examining Server Hardware Prerequisites for PPS 40 Examining Server Software Prerequisites for PPS 40 Running the Preparation Tool 42 Installing SharePoint 44 Examining the Standalone Installation for SharePoint 44 Running the Standalone Installation for SharePoint 45 Examining the Server Farm Installation for SharePoint 47 Running the Server Farm Installation for SharePoint 48 Configuring PPS 53 Configuring the Secure Store Service 53 Creating the Service Application 56 Starting the PerformancePoint Service 57 Creating the PerformancePoint Service Application 58 Set the Unattended Service Account 61 Associating the Service Application Proxy with a Proxy Group 63 Activating the Feature in the Web Application 64 Validating the PPS Installation 67 Summary 68 Best Practices 68 5 Introducing PerformancePoint Dashboard Designer 71 Understanding PerformancePoint Dashboard Designer Prerequisites 72 Installing Dashboard Designer 73 Uninstalling Dashboard Designer 75 Examining Dashboard Designer 76 Examining First Class Objects 78 Examining the Home Tab 79 Examining the Edit Tab 81 Examining the Create Tab 82 Examining Dashboard Designer Item Properties 83 Content Migration with Dashboard Designer 84 Importing Content with Dashboard Designer 84 Summary 86 Best Practices 87 6 Data Sources 89 Overview of Data Sources 90 Multidimensional Data Sources 90 www.it-ebooks.info Microsoft®SharePoint 2010 PerformancePoint®Services Unleashed vi Tabular Data Sources 91 Data Source Security and Trusted Locations 92 Analysis Services Data Source 92 Create a New Analysis Services Data Source 92 Authentication 93 Formatting Dimension and Cache Interval 95 PowerPivot Data Sources 95 Server Requirements 95 Creating a New PowerPivot Data Source 96 Manipulating PowerPivot Data 96 Excel Services Data Source 97 Create a New Excel Services Data Source 97 Import from Excel Workbook 102 Import Data from an Existing Workbook 102 SharePoint List Data Source 105 SQL Server Table Data Source 107 Time Intelligence 108 Configuring Time Intelligence for an Analysis Services Data Source 109 Configuring a Tabular Data Source 110 STPS Syntax 111 STPS Example 115 Summary 118 Best Practices 119 7 Using Indicators, KPIs, and Scorecards 121 Understanding and Working with Indicators 122 Examining Indicator Styles 122 Examining Indicator Sources 122 Creating Custom Indicators 123 Editing a Custom Indicator 126 Understanding and Working with KPIs 128 Creating an Analysis Services KPI 128 Understanding Multiple Targets and Actuals 133 Examining Data Mapping 135 Understanding and Working with Scoring 142 Changing a Scoring Pattern 143 Editing Thresholds 146 Examining How a Score Is Calculated 147 Examining a Scoring Walkthrough 150 Examining Rollup Scoring 153 www.it-ebooks.info Understanding and Working with Scorecards 154 Creating KPIs with the Scorecard Wizard 154 Adding a Dimension to a Scorecard 158 Examining the Scorecard Editor 160 Designing Scorecards 161 Summary 163 Best Practices 163 8 Reports 165 Overview of Reports 165 Examining Analytic Chart Reports 167 Adding Data Elements 169 Adding Additional Measures and Dimensions 170 Using Measures and Dimensions as Filters 172 Using Interactivity Features and Context Menus 173 Examining Analytic Grid Reports 175 Using Interactivity Features and Context Menus 176 Examining Excel Services Reports 176 Examining KPI Details Reports 180 Examining ProClarity Analytics Server Page Reports 183 Examining Reporting Services Reports 185 Strategy Map 188 Examining Web Page Reports 192 Examining Decomposition Tree Reports 193 Examining Show Details Reports 194 Summary 196 Best Practices 197 9 Page Filters, Dashboards, and SharePoint Integration 199 Overview 199 Creating Filters 200 PPS Filters 200 Creating a PPS Filter in Dashboard Designer 201 SharePoint 2010 Filters 204 Creating a SharePoint Filter from SharePoint Designer 205 Creating Dashboards 207 Web Part Connections 208 Source Values 209 Connect To Values 209 Dashboards in Dashboard Designer 210 Creating and Deploying a Dashboard 210 Dashboard Zones 216 Contents vii www.it-ebooks.info Dashboard Pages 218 Working with Filters on Dashboards 220 Using the TheGreenOrange Data Source Option 224 Creating Dashboards in the Browser 227 Create a Dashboard Using PPS Objects 228 Summary 232 Best Practices 233 10 Securing a PerformancePoint Installation 235 Security Overview 235 Applying Security to PPS Elements 236 Defining Permissions Specific to an Element 239 Applying Security to Data Connections 242 Unattended Service Account 244 Unattended Service Account with the Username Added to the Connection String 244 Per-User Identity 245 Authentication Troubleshooting 251 Securing a Deployment with TLS 252 Configuring TLS on Web Applications 253 Configuring TLS on PPS Web Services 254 Secure Connections to Data Sources 255 Configuring Per-User Authentication with Kerberos 255 Create SPNs for the Farm and Data Sources 256 Enable Constrained Delegation for Computers and Service Accounts 258 Configure and Start the Claims to Windows Token Service 259 Summary 259 Best Practices 260 11 Working with the Monitoring API 261 Introduction: Extending PPS Functionality 261 Installing SharePoint on a Client Operating System 262 Installing Prerequisites 263 Setting Up Your Development Environment 265 Copying PPS DLLs from the GAC 265 Working with PPS Objects 267 Creating Indicator Example 267 Updating Custom Properties on KPIs 268 Custom Objects and Editors 269 Creating a Custom Tabular Data Source 269 Microsoft®SharePoint 2010 PerformancePoint®Services Unleashed viii www.it-ebooks.info Creating a Class Library for the Custom Tabular Data Source Provider 270 Signing the Assembly 274 Custom Object Editors 274 Creating a Custom Editor for the File System Data Source 275 Deploying the Data Source and Editor 279 Using the Custom Object 282 Summary 284 Best Practices 284 12 Maintaining a PPS Deployment 285 Planning for High Availability 285 Examining the Management Pack 286 Examining Network Load Balancing 286 Configuring Multiple Application Servers 287 Managing PPS 288 PerformancePoint Service Settings 288 Trusted Data Source and Content Locations 296 Migrating from PPS 2007 299 Step-by-Step Migration from PPS 2007 300 Using Windows PowerShell and Cmdlets 302 Launching PowerShell 302 Cmdlet Reference 302 Cmdlets Available Out of the Box 303 Cmdlet Samples 310 Troubleshooting 312 Event Viewer 312 Trace Log Files 313 Summary 313 Best Practices 313 Index 315 Contents ix www.it-ebooks.info [...]... CHAPTER 2 PerformancePoint Services 2010 IN THIS CHAPTER PerformancePoint Services 2010 Architecture 13 What’s New? What’s the Same? What’s Gone? This chapter summarizes how PerformancePoint Services 2010 (PPS) integrates with SharePoint Server 2010 (SPS) The chapter identifies the new features shipped with PPS, discusses what’s the same in PPS 2010, and identifies what has been removed from PPS 2010. .. implementing a business intelligence solution with PerformancePoint Services Chapter 4, “Installing Microsoft SharePoint Server 2010 and Configuring PerformancePoint Services, ” takes you through the first step toward implementing a business intelligence solution by installing Microsoft SharePoint Server and configuring PerformancePoint Services Chapter 5, “Introducing PerformancePoint Dashboard Designer,” covers... and SharePoint, PowerPivot is integrated into Excel, and PerformancePoint Services is integrated into SharePoint From this point forward, BI will be a mainstream capability available to nearly all the users of Office and SharePoint www.it-ebooks.info The authors of Microsoft SharePoint 2010 PerformancePoint Services Unleashed have done an amazing job walking the reader through the capabilities of PerformancePoint. .. PPSUnleashed@itmentors.com with your thoughts, comments, sample dashboards, tips, and tricks The occasional poem is welcome, too! Who Should Buy This Book Microsoft SharePoint 2010 PerformancePoint Services Unleashed focuses on what architects, implementers, and developers need to know to successfully deploy a business intelligence solution with PerformancePoint Services If your organization has a SharePoint. .. environment to experiment in, and that you are curious about what PerformancePoint Services can do for you and your organization How This Book Is Organized Microsoft SharePoint 2010 PerformancePoint Services Unleashed is organized into 12 chapters In this even dozen, you can go from understanding the business reasons for implementing PerformancePoint Services to getting the technical information you need to... specific topics PerformancePoint Services 2010 Architecture When PerformancePoint Server 2007 was released, it was deployed as a product that integrated with Microsoft Office SharePoint Server 2007 (MOSS) PerformancePoint Server 2007 enabled you to publish dashboards to SharePoint sites, but it was not fully integrated For example, you managed users and permissions to dashboard elements outside of SharePoint, ... editors or custom ASPX pages hosted inside of SharePoint www.it-ebooks.info Introduction 4 Chapter 12, “Maintaining a PPS Deployment,” covers the tools SharePoint provides for monitoring and maintaining a PerformancePoint Services deployment This coverage includes the PerformancePoint Service settings you can apply from the Manage PerformancePoint Services page in SharePoint Conventions Used in This Book... business principles of performance management and discusses the value and process of planning for a business intelligence solution in your organization Chapter 2, PerformancePoint Services 2010, ” gives you an overview of PerformancePoint Services 2010, including a summary of what’s new and different www.it-ebooks.info How This Book Is Organized 3 Chapter 3, “Case Study: Managing What You Measure,” provides... It is for this reason that we, Microsoft, believe that broadly applicable capabilities such as dashboarding and scorecarding should appear in a familiar and commonly used product SharePoint 2010 is that product It makes sense to see the metrics that define your team’s success right alongside the rest of your documents and other information in your team portal SharePoint 2010 is the culmination of several... SharePoint Designer, or the browser on the SharePoint page This chapter covers each way to create dashboards and how to connect filters to dashboards, including Time Intelligence and other typical filters Chapter 10, “Securing a PerformancePoint Installation,” focuses on security that an organization can implement to protect information stored in a PerformancePoint Services solution This includes PerformancePoint . 5 2 PerformancePoint Services 2010 13 3 Case Study: Managing What You Measure 19 4 Installing Microsoft SharePoint Server 2010 and Configuring PerformancePoint Services 39 5 Introducing PerformancePoint. Office and SharePoint. www.it-ebooks.info The authors of Microsoft SharePoint 2010 PerformancePoint Services Unleashed have done an amazing job walking the reader through the capabilities of PerformancePoint. you are curious about what PerformancePoint Services can do for you and your organization. How This Book Is Organized Microsoft SharePoint 2010 PerformancePoint Services Unleashed is organized into