Microsoft SharePoint 2010 PerformancePoint Services Unleashed

This is a comprehensive, expert guide to all facets of planning, deploying, managing, and utilizing the brand-new SharePoint 2010 PerformancePoint Services. Authored by business and technical experts and a key member of the Microsoft PerformancePoint Services development team, this book demonstrates exactly how to apply PerformancePoint Services to gain real-time insight into all aspects of business performance.   Writing for architects, implementers, developers, and administrators, the authors combine crucial technical information with hands-on insights for success, including a case study that identifies key challenges throughout the project lifecycle.   Along the way, the authors bring together realistic, proven techniques for integrating with SharePoint, Microsoft Office, and enterprise data sources. They implement KPIs and scorecards; design effective dashboards; ensure security; administer PerformancePoint Services; present best-practice solutions; and much more.   Determine what you want to measure and plan the best ways to measure it Install SharePoint Server 2010 and configure PerformancePoint Services Create effective, easy-to-understand dashboards with the Dashboard Designer Integrate and use multiple data sources including SQL Server, Excel, and SharePoint Build KPIs quickly using the Scorecard Wizard Incorporate indicators and KPIs into scorecard views Utilize PerformancePoint reports including analytic charts and grids, KPI Details, and both Reporting Services and Excel Services reports Build Strategy Maps to visualize sales pipelines, processes, and layouts Secure PerformancePoint data sources, dashboards, and reports Use PerformancePoint APIs to add even more functionality Maintain PerformancePoint Services using SharePoint 2010’s tools and settings Streamline PerformancePoint administration with PowerShell and Cmdlets

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 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 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 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 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 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  

About the Author :
Tim Kashani, founder and CEO of IT Mentors and author, has trained more than 100,000 students worldwide. He builds scorecards to track how many vegetables his son consumes daily. Tim thinks increasing is better. His son wants more information before making a strategic decision on the issue.   Ola Ekdahl has worked with PerformancePoint since its early alpha stages, as a trainer, content creator, and author, and has extensive experience developing business intelligence solutions. He’s currently developing a KPI measuring how much catnip his cats can consume. The cats think they should use increasing is better but Ola disagrees.   Kevin Beto, a 10-year Microsoft veteran, is currently a test lead on the Microsoft SharePoint BI team. He builds scorecards to track his performance in arm wrestling and twister contests. The calculations and thresholds for these scorecards test the outer limits of performance monitoring and business intelligence.   Rachel Vigier is a writer. She has authored two volumes of poetry, a book about dance, and many technical and business works. She uses scorecards to track how many books her family reads. Increasing is definitely better and so far everybody consistently exceeds targets.