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Full Description
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
Contents
Introduction 1Who Should Buy This Book 2How This Book Is Organized 2Conventions Used in This Book 4Text Conventions 4Special Elements 41 Integrated Performance 5Business Intelligence as a Discipline 5Performance Management Methodologies 9Business Intelligence as an Enabler 9Integrated Business Planning 10Summary 122 PerformancePoint Services 2010 13PerformancePoint Services 2010 Architecture 13What's New? 15What's the Same? 16What's Gone? 17Summary 173 Case Study: Managing What You Measure 19Overview and Business Background 20Business Situation and Requirements 21Market Expansion 22Increase Popularity 24Where to Start 24Proposed Solution Architecture Roadmap 25Basic Project Plan 26Gather Data 26Analyze Data and Identify Measures 29Design KPIs and Scorecards 30Design Reports 32Design the Dashboard 34Summary 38Best Practices 384 Installing Microsoft SharePoint Server 2010 and ConfiguringPerformancePoint Services 39Examining PPS Installation Prerequisites 39Examining Server Hardware Prerequisites for PPS 40Examining Server Software Prerequisites for PPS 40Running the Preparation Tool 42Installing SharePoint 44Examining the Standalone Installation for SharePoint 44Running the Standalone Installation for SharePoint 45Examining the Server Farm Installation for SharePoint 47Running the Server Farm Installation for SharePoint 48Configuring PPS 53Configuring the Secure Store Service 53Creating the Service Application 56Starting the PerformancePoint Service 57Creating the PerformancePoint Service Application 58Set the Unattended Service Account 61Associating the Service Application Proxy with a Proxy Group 63Activating the Feature in the Web Application 64Validating the PPS Installation 67Summary 68Best Practices 685 Introducing PerformancePoint Dashboard Designer 71Understanding PerformancePoint DashboardDesigner Prerequisites 72Installing Dashboard Designer 73Uninstalling Dashboard Designer 75Examining Dashboard Designer 76Examining First Class Objects 78Examining the Home Tab 79Examining the Edit Tab 81Examining the Create Tab 82Examining Dashboard Designer Item Properties 83Content Migration with Dashboard Designer 84Importing Content with Dashboard Designer 84Summary 86Best Practices 876 Data Sources 89Overview of Data Sources 90Multidimensional Data Sources 90Tabular Data Sources 91Data Source Security and Trusted Locations 92Analysis Services Data Source 92Create a New Analysis Services Data Source 92Authentication 93Formatting Dimension and Cache Interval 95PowerPivot Data Sources 95Server Requirements 95Creating a New PowerPivot Data Source 96Manipulating PowerPivot Data 96Excel Services Data Source 97Create a New Excel Services Data Source 97Import from Excel Workbook 102Import Data from an Existing Workbook 102SharePoint List Data Source 105SQL Server Table Data Source 107Time Intelligence 108Configuring Time Intelligence for an AnalysisServices Data Source 109Configuring a Tabular Data Source 110STPS Syntax 111STPS Example 115Summary 118Best Practices 1197 Using Indicators, KPIs, and Scorecards 121Understanding and Working with Indicators 122Examining Indicator Styles 122Examining Indicator Sources 122Creating Custom Indicators 123Editing a Custom Indicator 126Understanding and Working with KPIs 128Creating an Analysis Services KPI 128Understanding Multiple Targets and Actuals 133Examining Data Mapping 135Understanding and Working with Scoring 142Changing a Scoring Pattern 143Editing Thresholds 146Examining How a Score Is Calculated 147Examining a Scoring Walkthrough 150Examining Rollup Scoring 153Understanding and Working with Scorecards 154Creating KPIs with the Scorecard Wizard 154Adding a Dimension to a Scorecard 158Examining the Scorecard Editor 160Designing Scorecards 161Summary 163Best Practices 1638 Reports 165Overview of Reports 165Examining Analytic Chart Reports 167Adding Data Elements 169Adding Additional Measures and Dimensions 170Using Measures and Dimensions as Filters 172Using Interactivity Features and Context Menus 173Examining Analytic Grid Reports 175Using Interactivity Features and Context Menus 176Examining Excel Services Reports 176Examining KPI Details Reports 180Examining ProClarity Analytics Server Page Reports 183Examining Reporting Services Reports 185Strategy Map 188Examining Web Page Reports 192Examining Decomposition Tree Reports 193Examining Show Details Reports 194Summary 196Best Practices 1979 Page Filters, Dashboards, and SharePoint Integration 199Overview 199Creating Filters 200PPS Filters 200Creating a PPS Filter in Dashboard Designer 201SharePoint 2010 Filters 204Creating a SharePoint Filter from SharePoint Designer 205Creating Dashboards 207Web Part Connections 208Source Values 209Connect To Values 209Dashboards in Dashboard Designer 210Creating and Deploying a Dashboard 210Dashboard Zones 216Dashboard Pages 218Working with Filters on Dashboards 220Using the TheGreenOrange Data Source Option 224Creating Dashboards in the Browser 227Create a Dashboard Using PPS Objects 228Summary 232Best Practices 23310 Securing a PerformancePoint Installation 235Security Overview 235Applying Security to PPS Elements 236Defining Permissions Specific to an Element 239Applying Security to Data Connections 242Unattended Service Account 244Unattended Service Account with the UsernameAdded to the Connection String 244Per-User Identity 245Authentication Troubleshooting 251Securing a Deployment with TLS 252Configuring TLS on Web Applications 253Configuring TLS on PPS Web Services 254Secure Connections to Data Sources 255Configuring Per-User Authentication with Kerberos 255Create SPNs for the Farm and Data Sources 256Enable Constrained Delegation for Computers and Service Accounts 258Configure and Start the Claims to Windows Token Service 259Summary 259Best Practices 26011 Working with the Monitoring API 261Introduction: Extending PPS Functionality 261Installing SharePoint on a Client Operating System 262Installing Prerequisites 263Setting Up Your Development Environment 265Copying PPS DLLs from the GAC 265Working with PPS Objects 267Creating Indicator Example 267Updating Custom Properties on KPIs 268Custom Objects and Editors 269Creating a Custom Tabular Data Source 269Creating a Class Library for the Custom TabularData Source Provider 270Signing the Assembly 274Custom Object Editors 274Creating a Custom Editor for the File System Data Source 275Deploying the Data Source and Editor 279Using the Custom Object 282Summary 284Best Practices 28412 Maintaining a PPS Deployment 285Planning for High Availability 285Examining the Management Pack 286Examining Network Load Balancing 286Configuring Multiple Application Servers 287Managing PPS 288PerformancePoint Service Settings 288Trusted Data Source and Content Locations 296Migrating from PPS 2007 299Step-by-Step Migration from PPS 2007 300Using Windows PowerShell and Cmdlets 302Launching PowerShell 302Cmdlet Reference 302Cmdlets Available Out of the Box 303Cmdlet Samples 310Troubleshooting 312Event Viewer 312Trace Log Files 313Summary 313Best Practices 313Index 315
