PerformancePoint Services in SharePoint 2013

Introduction

PerformancePoint Services is a SharePoint Server service application. It enables users to create business intelligence (BI) dashboards that provide insight into an organization ' s performance. You can create a custom reports, filters, tabular data sources, and scorecard transforms to extend the native functionality of PerformancePoint Services.

• Http://msdn.microsoft.com/en-us/library/office/ee559635.aspx

Extensibility architecture for PerformancePoint Services in SharePoint Server 2013:

Fundamentals of PerformancePoint Services development

PerformancePoint Services Architecture: Its multitier architecture includes the client tier, the FR Ont-end Web server, and the Back-end application server. The following diagram shows a generalized view of the PerformancePoint Services architecture.

PerformancePoint Dashboard Designer

Dashboard Designer provides a rich authoring environment for creating and managing Dashboard content. Dashboard Designer installs on a client computer by using ClickOnce, a web-based deployment technology. Dashboard Designer communicates with the Ppsauthoringservice Web service by sending SOAP requests and receiving XML Respon Ses. Users can also perform simple design tasks in edit mode in SharePoint Server, such as adding Web Parts to a dashboard .

Editors for Custom PerformancePoint Services Objects

An editor runs within a PerformancePoint Services application instance on the front-end Web server, typically as an ASPX p Age. Web applications that run within a PerformancePoint Services application instance and in a SharePoint process is located In the /_layouts virtual directory and is installed by default to the layouts folder in the path %P Rogramfiles%\common Files\Microsoft Shared\Web Server Extensions\15\template.

Integrating with Dashboard Designer

To integrate into the Dashboard Designer authoring experience, your editor must is able to open from a Uniform resource ID Entifier (URI), and the URI must is registered for the custom object in the PerformancePoint ServicesWeb. config F Ile.

To create a custom object, Dashboard Designer retrieves the object's metadata from the PerformancePoint Services WEB.C Onfig file and then creates the object as a content type in the PerformancePoint Services repository. Data sources is created in a SharePoint document library, and the report and filter objects is created in a SharePoint list. After creating the custom object, Dashboard Designer displays a link to the editor.

PerformancePoint Services uses the following process to open a custom editor:

When a user attempts to edit a custom object from Dashboard Designer (or a content type in the repository), a query string is passed to a WEB server control. The query string provides the location of the object in the repository.

The WEB server control interrogates the object to identify its type and subtype. The object ' s subtype indicates whether the object is native or custom.

If The object is a custom, the WEB server control looks up the URI of the object's editor in the PerformancePoint Services C0>web.config file.

The WEB server control appends query string parameters to the editor path and then opens the editor.

PerformancePoint Services Filters

In PerformancePoint Services in Microsoft SharePoint Server, a filter typically appears on a dashboard page as a Web Server control. The filter control is rendered-a WEB part, implements standard SharePoint connection interfaces. The control enables users to select parameter values, which is then sent to connected scorecards and reports.

Filtering Process in PerformancePoint Services

The filtering process in a dashboard occurs as follows:

The server renders a filter Web part on a dashboard page. The Web Part hosts a Web server control, such as a list or tree.

The filter ' s data provider connects to the underlying data source. It retrieves data and stores it in a data table (referred to as the Display-data table).

The retrieved data is used to populate the filter control.

A user selects one or more values from the filter control, and then clicks OK.

The data provider stores the user ' s selections in a data table (referred to as the Message-data table).

The filter control sends the message data (user-selected values) to the server.

The server retrieves the results of the new query from the data source and then sends the updated data to scorecard and re Port consumers.

The server renders the consumers with the new data.

Filter Data

A filter uses a data provider to handle and datasets:

Display data is used to define connection points and to populate the filter control.

Message data, the filter passes to consumers to represent the user's selection from the filter control.

Filter Connections

Filters is providers; They send data to connected scorecard and report consumers. Dashboard authors define a connection between a filter and a consumer by mapping a filter begins point to a consumer Endpo int in PerformancePoint Dashboard Designer. An endpoint represents a parameter in a scorecard or report query, and a begin point represents the value of the parameter . For example, a filter displays the geographic regions North, south, East, and West, and a report returns the gross revenue For the region, that's selected in the filter. In this example, the parameter of the the report ' s query-its value are not specifically defined. The report must obtain the parameter value to use in the query (North, south, East, or West) from the filter.

Filter Selection Controls

In a PerformancePoint Services dashboard page, a filter Web Part hosts a Web server control. The filter control typically displays enumerated data values and enables dashboard users to select one or more values. The control is populated with data during the rendering process.

The control, a filter uses is identified by its renderer class. The default control for a filter type was specified by the Renderer  Class attribute in the PerformancePoint Services Web.con Fig file. However, the property RendererClassName overrides the default control for a filter instance, so authors can specify a different Run-tim E Renderer in the filter editor.

Custom filters can use a custom or Third-party control or one of the following PerformancePoint Services controls:

• SingleSelectDropDownControl
• SingleSelectTreeViewControl
• MultiSelectTreeViewControl

PerformancePoint Services Scorecards

In PerformancePoint Services in Microsoft SharePoint Server, scorecards is first class objects (Fcos) that is store D as content types in the PerformancePoint Services repository. They is rendered in the Web Parts as grid-based views that display key performance indicators (KPIS) and dimension data.

How to create a simple Analytics Reports using PerformancePoint Services

Create a new site and use the site template as "Business Intelligence Center".

Click on the Site Contents.

Then go to "PerformancePoint Content".

Click on the new item.

Now the Dashboard Designer would open.

Here, we need to create a new data Connection, for this right click on the Data Connection and click on the new data Sourc E.

Here we have the multiple options to select which type data source we need to select. Here, we is selecting "Analysis Services".

In this screens, we need to enter the server name, database name and select the cube.

Please refer my previous article:

• http://www.c-sharpcorner.com/UploadFile/a9d961/create-an-analysis-service-data-source-connection-using-shar/

Click on the Test Data Source and it ' s showing the message Connection successful.

Now we have Data Connection part is completed and next, we were going to create a report.

Right click on the PerformancePoint Content then New.

Here we have the multiple options to select, we is selecting Report and others I'll explain latter.

Click on the Analytic Chart.

Select a data source to use for this analytic the chart report.

Thanks to Microsoft for the wonderful features, just drag and drop the values from Measures and Dimensions to generate the Reports.

In our case, we dragged the Internet sales Amount from Measures and the Customer country from Dimensions.

Our report is generated successfully.

Just Right click on the =>report Type

Again Thanks to Microsoft, just a button click we can convert the chart as user wish.

Here we is converting this report as Pie Chart.

Yes, it ' s converted as Pie Chart.

Drill Down Options

Right click on the pie chart = Drill down to

Now it's showing all the dimensions from the cube, as per the user requirements they can create specific reports.

The next step creates a page in SharePoint site and inserts a PerformancePoint report Web part.

In the tool pane:

Click here to select the report which we need to display in the page:

Select one report and click Insert:

Click on the Apply Button:

Now our reports is showing in the page:

Filter

Right click on the report =>filter, and then click on Top 10.

In this window, we can use the filter values for the.

Here We have Pie Chart report "converted to Grid report" (We already learned about the report type.).

In this report, it's showing columns Geography and Internet Sales. Our requirement are we need to add some more columns in this report.

For this purpose, we need to follow the below steps:

Right Click on the report "=" Select Measures

Here, it's showing all the Measures and check which is the fields we need to add in the reports.

I checked three more fields and then click OK.

Yes. It worked, now our reports is showing 5 columns.

PerformancePoint Services in SharePoint 2013