Developing Business Intelligence Applications

Developing Business Intelligence Applications

Table of Contents
SharePoint RTM - Dev - Developing Business Intelligence Applications ................................... 1
Exercise 1 Using the Chart Web Part .............................................................................................................................2 Exercise 2 Performing Analysis with Excel and Excel Services .....................................................................................12 Exercise 3 Building a Dashboard with PerformancePoint Services .............................................................................24

Developing Business Intelligence Applications

Developing Business Intelligence Applications
Objectives
After completing this lab, you will be better able to:     Use the Chart Web Part to create graphical representations of data within SharePoint lists Use Microsoft Excel 2010 to examine and data from SQL Server Analysis Services Publish an Excel workbook with Excel Services to make it accessible to users using a browser Work with a PerformancePoint Services site and the new Dashboard Designer to create a dashboard for the executive management team at Adventure Works

Scenario

In this lab, you will be working with sales data that has been generated from the Adventure Works database. The screenshot below provides a summary of the Adventure Works data on sales revenue. It spans across four years from 2001 to 2004 and is divided up between six different counties. 70 Minutes

Estimated Time to Complete This Lab Computers used in this Lab

demo2010a

The password for the Administrator account on all computers in this lab is:pass@word1

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Developing Business Intelligence Applications

Exercise 1 Using the Chart Web Part
Scenario
In this exercise you will create a Chart Web Part. Tasks Complete the following tasks on: demo2010a 1. Reviewing the Lab Setup Detailed Steps Note: Log on to the Virtual Machine as the local administrator with a user name of Contoso\Administrator and a password of pass@word1. Open Windows Explorer and browse to the location C:\Student\Labs\13_BI in the folder double click SetupLab13.bat. Verify the site created successfully message, and then press a key to close the prompt. The setup script launches a PowerShell script that creates two new site collections: http://intranet.contoso.com/sites/Lab13a http://intranet.contoso.com/sites/Lab13b Batch file SetupLab13.bat also calls a console application named BI_DataGenerator.exe which creates two lists titled Sales By Country and Sales By Year in the site you will use in Exercise 1.
a. Open Internet Explorer and browse to http://intranet.contoso.com/sites/lab13a b. On the Quick Launch menu you should see two lists Sales by Country and Sales

by Year. If these don’t exist run BI_DataGenerator.exe in the lab setup folder.
c. Click on the Sales by Country list to review the list data.

d. Click on the Sales by Year list to review the list data.

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aspx home page. 3. Click on the Add a Web Part text in Left web part zone.Developing Business Intelligence Applications Tasks Detailed Steps 2. c. a. click Site Collection Features. a. Locate the Office SharePoint Server Enterprise Site Collection Features option and click Activate. move back to sites front page. d. b. On the Site Actions menu. You will enable the feature in this lab. Activating this feature enables the Chart Web Part. In Internet Explorer. Page 3 of 43 . Enabling the Enterprise Site Collection Feature Note: The Chart Web Part is part of the Enterprise Edition of SharePoint Server 2010. click Edit Page. c. b. In the Site Collection Administration section. On the Site actions menu. Adding a Chart Web Part to the Home Page Note: In this task you will add a Chart Web Part to the default. click Site Settings.

Developing Business Intelligence Applications Tasks Detailed Steps d. click Chart Web Part. In the Chart Web Part. f. In the About the Web Part section. g. click Add. click the Data & Appearance link. h. In the Chart Wizard list click Connect Chart To Data. The Web Part is added to the page. From the Web Part section. In the Categories section. Page 4 of 43 . click Business Data Category. e.

click Connect to a List. p. review the settings. make no changes. m. select Sales by Country. n. Review the Chart Web Part. In the Binding section. j.Developing Business Intelligence Applications Tasks Detailed Steps i. Click Next. click Next. In the Site dropdown ensure sites/Lab13a is selected. Click Next. q. Page 5 of 43 . Click Finish. l. In the List dropdown. In the Choose A Data Source section. On the Filters step. o. Note: This caption is misleading as you can connect to any type of list. k.

You will convert it into a pie chart and make it more polished. c. b. a. Click the Data & Appearance link in the Chart Web Part. In the Chart Type Categories. In the Chart Height textbox. Converting the Chart Format Note: In this exercise you will modify the basic chart. click Pie. d. e. Click Next. f. Click the 2D Chart Type tab and click Pie. click Customize Your Chart. The Appearance Properties tab loads. type 800px g.Developing Business Intelligence Applications Tasks Detailed Steps 4. type 400px Page 6 of 43 . On the wizard. In the Chart Width textbox.

Click Finish. m. type Sales By Country. Review the modifications to the Chart Web Part. Click Next.Developing Business Intelligence Applications Tasks Detailed Steps h. Check Show Chart Title k. Enable the Show Legend checkbox. j. In the Title textbox. l. i. Page 7 of 43 .

h. a.Developing Business Intelligence Applications Tasks Detailed Steps 5. f. d. From the Web Part section. b. click Connect To A List. i. c. In the Chart Web Part [2] new instance. In the Choose A Data Source section. In the Chart Wizard list click Connect Chart To Data. In the Site dropdown ensure sites/Lab13a is selected. g. Click Next. Adding a Second Chart Web Part instance to the Home Page Note: In this task you will add a second Chart Web Part instance to the default. In the About the Web Part section. click Chart Web Part. click the Data & Appearance link. On the Site actions menu. In the Categories section. This will chart sales data inside the Sales By Year list. click Add.aspx home page. e. click Business Data. j. Page 8 of 43 . The Web Part is added to the page above the Pie chart. Click in the Add a Web Part text on the Left Web Part zone. click Edit Page.

p. Click Finish. In the Binding section. m. make no changes. in the Group By Field (Optional) dropdown list. click Country. click Year. click Next. Click Next. n. In the List dropdown. Review the Chart Web Part. Page 9 of 43 . select Sales by Year.Developing Business Intelligence Applications Tasks Detailed Steps k. On the Filters step. o. In the Binding section. q. in the X Field dropdown list. l.

i. e. Click Next. type 400px h. type Sales By Country. Click Finish. Click Next. j. f. Click the Data & Appearance link in the Chart Web Part [2]. In the Chart Width textbox. Page 10 of 43 . c. b. Converting the Second Chart Format Note: In this exercise you will modify the chart for the second Web Chart. In the Chart Height textbox. You will convert it into a line chart and make it more polished. Click the 2D Chart Types tab. d. type 800px g. and then click Line with no Margin. In the Chart Type Categories.Developing Business Intelligence Applications Tasks Detailed Steps 6. On the wizard. Enable the Show Legend checkbox. a. k. click Line. In the Title textbox. click Customize Your Chart.

Developing Business Intelligence Applications Tasks Detailed Steps Page 11 of 43 .

Format cell B:2 as text size 20 Page 12 of 43 . Click OK to open Excel. Creating Excel Data Note: In this task you will create sample Excel data. g.com/sites/lab13a b. i. In the Name textbox. click Microsoft Excel spreadsheet. type Excel Workbooks. Click Create. In Internet Explorer. e. In cell B:2. f. click the Documents tab. h. a.contoso. browse to http//intranet. On the ribbon. c. In the Document Template dropdown list. Tasks Complete the following tasks on: demo2010a 1. Creating a New Document Library Detailed Steps Note: In this task you will create a new Document Library for Excel Spreadsheets. On the Library Tools tab group.Developing Business Intelligence Applications Exercise 2 Performing Analysis with Excel and Excel Services Scenario In this exercise you will work with the Microsoft Office Excel 2010 client application. if required 2. Login to SharePoint. type Adventure Works Sales Data b. d. click New Document. a. On the Site Actions menu. Throughout this exercise you will utilize the Excel client integration points into WSS sites and Excel Services. click New Document Library.

389. Page 13 of 43 . 0 decimal places. type France e. type 3.001 h. Right-click the Chart and choose Format Chart Area. o. type Australia d. On the ribbon. In cell C:4. n.061. Relocate by dragging the chart under the data. m. l. click the Insert tab. In cell C:3. Select a range of cells that contains both columns of data. j. In cell C:5.018 i. In cell B:6. On the Pie dropdown.Developing Business Intelligence Applications Tasks Detailed Steps c. In cell B:3. Format the numbers in column C as Currency. In cell B:4. click the first 2-D Pie Chart. In cell B:5. type United Kingdom f. type United States g. type 2. type 9. type 9.713 In cell C:6.644.391. p.790 k.

Developing Business Intelligence Applications Tasks Detailed Steps q. In the Width. d. Click Excel Services. t. sign in if required u. In the Application Management section. a. Review the trusted file settings. Configuring Trusted File Locations Note: In this task you will review how trusted file locations are configured. Click Size. A trusted file location of http:// has already been configured in the VM. Click Save and ensure the location is the Excel Workbooks document library. Click Trusted File Locations. Specify a filename of AdventureWorksSales. Click Close. On the Start Menu. Click All Programs | Microsoft SharePoint 2010 Products. c. we’ll use it later 3. f. b. e. click Manage service application. This allows you to publish Excel workbooks anywhere in the farm using any type of connection. reduce to 4” s. click Manage. Page 14 of 43 . This would not be the case in a standard deployment where IT staff would remove this trusted file location. v. r. and then click SharePoint 2010 Central Administration. In the ribbon. Don’t close the excel yet. Click http:// g.xlsx.

select the Office button. click Save as. In the Excel sheet. c. click Save to SharePoint. e. On the left of the screen . click the Publish options button.Developing Business Intelligence Applications Tasks Detailed Steps 4. Publish the Workbook Note: In this task you will publish the workbook. click Save and Send. In the right column. Page 15 of 43 . b. In the middle column. a. d. On the Save As dialog.

Click Yes to overwrite the existing file. On the sheets list deselect Sheet2 and Sheet3 h. j. Click OK. In the Show tab. If this is the first time Excel Services has been started on your VM. it may take a minute to complete. g.Developing Business Intelligence Applications Tasks Detailed Steps f. Page 16 of 43 . Click Save. you should now see your workbook inside the browser. When the publishing process is completed. click the dropdown list and click Sheets. Note: After you complete this step Excel will begin the publishing process. i.

Developing Business Intelligence Applications Tasks Detailed Steps k. Excel Opens. On the ribbon.xlsx Note: You are saving the file. j. On the Library Tools tab group. ensure A:1 is the active cell. k. In the Get External Data group. click New Document then OK. f. In Excel. not publishing it in this step. click the Documents tab. e. In the dropdown list. Click From Analysis Services. c. g. Click the Excel Workbooks document library. a. Click Next. Publishing a Workbook with Analysis Services Connections Note: In this exercise you will publish a workbook with an Analysis Services Connection. Page 17 of 43 .contoso. In Excel. Select the cube Adventure Works. click the Save option and provide the filename of PivotTable. You will then be able to manipulate the Workbook within the web browser. d. 5. click Adventure Works DW 2008. On the ribbon.com/sites/lab13a l. b. type demo2010a i. h. In the Server name textbox. click the From Other Sources dropdown. In Internet Explorer. browse to http//intranet. click the Data tab.

In the Import Data dialog. type n.Developing Business Intelligence Applications Tasks Detailed Steps l. in the File Name textbox. Page 18 of 43 . click OK. In the Data Connection Wizard. AdventureWorksCube. Click Next. Click Finish.odc m. o.

click Internet Sales Amount. Page 19 of 43 . click the dropdown list and click Internet Sales. In the Internet Sales measure group. a. Configuring the Pivot Table Note: In this exercise you will configure the pivot table in the new Excel workbook. In the PivotTable Field List on the right-hand of the screen. b.Developing Business Intelligence Applications Tasks Detailed Steps 6. in the Show fields related to.

Developing Business Intelligence Applications Tasks Detailed Steps c. The Pivot should have started to build in the Worksheet cells. CY 2003 and CY 2004 and CY 2006. Scroll down the fields in the list and click Customer Geography. d. Scroll down further. Page 20 of 43 . e. Click Column Labels and deselect CY 2001.Calendar. expand Calendar and then click Date. f.

This filter leaves data for calendar year 2002. then Page 21 of 43 . In the PivotTable. k. then click Calendar Year. Semesters and Years. You will now expand to view data for months of the year. In the PivotTable. j. You will now remove those summaries. h. The table now also shows totals for Quarters. Right-click CY 2002 in the PivotTable and choose Expand/Collapse and then choose Expand to ‘Month’. right-click on January 2002 and click Show/Hide Fields.Developing Business Intelligence Applications Tasks Detailed Steps g. right-click on January 2002 and click Show/Hide Fields. i.

j. in the Sparklines group. click the Marker Color dropdown and click Low Point and then click Yellow. In the Create Sparklines dialog. i. in the Data Range textbox. In the ribbon. 8. In this task you will create sparklines to complement the PivotTable report. In the Location Range select the columsn from B12 to B17 g. In the ribbon on the Insert tab. Creating Sparklines a. Copy the names of the countries in cells [A3:A8] and then paste them into cells [A12:A17]. c.Developing Business Intelligence Applications Tasks Detailed Steps click Calendar Semester. Page 22 of 43 . Select the cells [B12:B17]. l. click the Marker Color dropdown and click High Point and then click Green. Publish the Note: In this task you will publish the workbook to the SharePoint site. type B3:M8. in the sparkline Design tab. In the PivotTable. in the sparkline Design tab. e. Click OK. right-click on January 2002 and click Show/Hide Fields. In the ribbon. then click Calendar Quarter. b. h. 7. click Line. f. d. Review the SparkLines.

click Save to SharePoint.Developing Business Intelligence Applications Tasks Workbook Detailed Steps a. Use the same location as you created the document from and click Save f. Page 23 of 43 . click the File b. click Save and send. In the Excel sheet. Your document is published to the Excel Workbook Library. In the right column. On the left of the screen. In the middle column. e. d. c. click Save as.

b. c. a.Developing Business Intelligence Applications Exercise 3 Building a Dashboard with PerformancePoint Services Scenario In this exercise you will use the Dashboard Designer to create a KPI. Page 24 of 43 . and click Microsoft SharePoint 2010 Products and choose SharePoint 2010 Central Administration. You will then create a dashboard that assembles all these pieces onto a single page and then you will deploy the dashboard to a SharePoint site. In the Application Management section. Tasks Complete the following tasks on: demo2010a 1. On the Manage Service Application page click PerformancePoint Service application. Click Start. click Manage Service Applications. then click All Programs. a scorecard and a report from the same SQL Service Analysis Services cube that you used in the previous exercise. Enabling PerformancePoint Services Detailed Steps Note: In this task you will enable PerformancePoint services in the Central Administration site.

In the User name field ensure the default value is Contoso\administrator. Review the settings on the page. Open Internet Explorer and browse to http://intranet. g. On the ribbon. Click PerformancePoint Services Application Settings. f.Developing Business Intelligence Applications Tasks Detailed Steps d. a. Reviewing the Site Note: In this task you will browse to a new site that was created as part of the lab setup. You will then invoke the Dashboard Designer and create a new data source to the SQL Server Analysis cube that you used in the last Exercise. Review also other settings on the page 2. The Manage Performance Point Services page opens. Page 25 of 43 . h. Change it if required using the password of pass@word1 i. click Manage.com/sites/Lab13b b. Note this is a different URL to the one used earlier in this lab. e.contoso.

Click Run on the Security Warning. Click the Run Dashboard Designer button. if shown e.Developing Business Intelligence Applications Tasks Detailed Steps c. Right-click the Data Sources folder and click New Data Source. d. Page 26 of 43 .

Date. Adventure Works. n. Click OK.Calendar. click Analysis Services. click the Database dropdown list and then click Adventure Works DW 2008. i. In the Workspace. In the Template pane. g. h. click the Cube dropdown list and then click l. In the Connection Settings section. Rename the New Data Source to AdventureWorks and press [Enter]. k. Page 27 of 43 . j. Click the Test Data Source button. click the Time Dimension dropdown list and click Date. In the Editor pane. In the Reference Data Mapping section. type demo2010a In the Connection Settings section. m. in the Server textbox. click the Time tab.Developing Business Intelligence Applications Tasks Detailed Steps f. in the Connection Settings section.

click Day. aa. q. In the next step you will set a reference date. This is required because the AdventureWorks database does not have data through the current time period. Expand the Q1 CY 2003 node. s. Expand the January 2003 node. In the Time Member Associations section. type 1/1/2010. click Browse. Expand the CY 2003 node.Developing Business Intelligence Applications Tasks Detailed Steps o. In the Time Member Associations section. in the Calendar Year dropdown list. Click January 1. click Quarter. click Day. cc. click Month. In the References Member section. Expand the All Periods node. click Semester. In the Time Member Associations section. in the Calendar Semester dropdown list. in the Month dropdown list. In the Time Member Associations section. 2003 node and click OK. click Year. In the Hierarchy Level dropdown list. w. t. in the Calendar Quarter dropdown list. bb. Page 28 of 43 . y. z. u. p. Enter a data of 1/1/2009 so that the first day of 2009 maps to the first day of 2003. in the Date dropdown list. r. In the Reference Date combo box. v. x. In the Time Member Associations section. Expand the H1 2003 node.

a. in the Name column. b. c. d. 3. In the Editor. this is the MonthToDate indicator. in the MTD row. click Blank KPI. f. Rename the New KPI and type Performance. e.Developing Business Intelligence Applications Tasks Detailed Steps dd. click the 1 (fixed values) Page 29 of 43 . right-click Dashboard Content and click New and then click KPI. In the Select a KPI Template dialog. Creating a Key Performance Indicator for MonthToDate Note: In this task you will create key performance indicators for the cube. in the Actual and Targets section. Click OK. In the Workspace Browser. In the Data Mappings column. right-click AdventureWorks data source and click Save. In the Workspace Browser. click Actual and rename to MTD.

type MonthToDate o. Page 30 of 43 . Click OK. k. Click Preview. In the Select a measure dropdown list. In the Select a dimension section. l. m. j. click AdventureWorks. Click OK. i. In the Time Formula Editor dialog. p.Developing Business Intelligence Applications Tasks Detailed Steps hyperlink. h. Under the Data Sources node. The Dimensional Data Source Mapping dialog appears. g. Click the Workspace tab. select Reseller Sales Amount. click New Time Intelligence Filter. Click the Change Source… button. n.

u. c. The steps are very similar to the MTD indicator. click the (Default) hyperlink. click Actual and rename to QTD. d. click Currency.Developing Business Intelligence Applications Tasks Detailed Steps q. s. click OK. Click the Change Source… button. a. in the Format dropdown list. In the Workspace Browser. r. On the Dimensional Data Source Mapping dialog. Page 31 of 43 . In the Data Mappings column. in the QTD row. click New Actual. 4. right-click Performance and click Save. Click OK. in the Name column. in the MTD row. in the Actual and Targets section. This is the QuarterToDate indicator. In the Number column. In the Format Numbers dialog. Creating a Key Performance Indicator for QuarterToDate Note: In this task you will create another key performance indicator for the cube. b. In the Editor. click the 1 (fixed values) hyperlink. t. In the Editor pane.

in the Format dropdown list. i. The Dimensional Data Source Mapping dialog appears. click the 1 (fixed values) hyperlink. Click Preview. type YearToDate k. click Actual and rename to YTD. In the Time Formula Editor dialog. j. In the Select a dimension section. o. Under the Data Sources node. g. Page 32 of 43 . click New Time Intelligence Filter. Click Preview k. In the Select a measure dropdown list. in the Actual and Targets section. In the Editor pane. Click OK. In the Data Mappings column. e. a. Click OK. In the Time Formula Editor dialog. click OK. f. Click OK. r. In the Number column. The steps are very similar to the MTD indicator. i. Click the Workspace tab. j. click AdventureWorks. right-click Performance and click Save. b. Click the Change Source… button. In the Workspace Browser. p. Under the Data Sources node. type QuarterToDate m. click New Time Intelligence Filter. d. click AdventureWorks. l. In the Editor. select Reseller Sales Amount. in the YTD row. In the Select a dimension section. h. In the Select a measure dropdown list. in the Name column. 5. Click OK. c. h. The Dimensional Data Source Mapping dialog appears.Developing Business Intelligence Applications Tasks Detailed Steps e. In the Format Numbers dialog. n. click Currency. g. click the (Default) hyperlink. Creating a Key Performance Indicator for YearToDate Note: In this task you will create another key performance indicator for the cube. Click the Workspace tab. On the Dimensional Data Source Mapping dialog. in the QTD row. click New Actual. select Reseller Sales Amount. f. This is the YearToDate indicator. q.

p. In the Data Mappings column. o. In the Format Numbers dialog. q. in the YTD row. e. click OK. click the (Default) hyperlink. Click OK. Click OK. m. n.Developing Business Intelligence Applications Tasks Detailed Steps l. In the Format Numbers dialog. In the Editor pane. in the Target for the year row. click the dropdown list and click YTD. In the Workspace Browser. In the Compare To column. Page 33 of 43 . click the (Default) hyperlink. click Target and rename to Target for the year. b. In the Number column. f. Modifying the Target Indicator Note: In this task you will modify the target indicator. c. in the Format dropdown list. Click OK. in the Format dropdown list. click Currency. in the Target for the year row. right-click Performance and click Save. d. On the Dimensional Data Source Mapping dialog. 6. In the Number column. click Currency. a. click the 1 (fixed values) hyperlink.

The Dimensional Data Source Mapping dialog appears. i. click New Time Intelligence Filter. Click the Change Source… button. Page 34 of 43 . In the Time Formula Editor dialog. n. Click Value1 and rename to LastYearSales l. In the Select a measure dropdown list. p. Click the Calculated Metrics tab. click AdventureWorks. select Reseller Sales Amount. In the Calculated Metrics Data Source Mapping dialog. k. In the Select a dimension section. s. h. Click the Workspace tab. type Year-1 u. Click the 1 (fixed values) hyperlink.Developing Business Intelligence Applications Tasks Detailed Steps g. Click the Change Source… button. Click Blank Calculation and then click OK. click the second row labeled Value2 and click Delete. Click Preview. o. r. m. j. t. q. Click OK. Under the Data Sources node.

In the Threshold section. in the Threshold2 textbox modify the value to 85% Page 35 of 43 . aa. in the Best textbox modify the value to 135% bb. In the Threshold section. w. On the Dimensional Data Source Mapping dialog. Click OK.25 y.Developing Business Intelligence Applications Tasks Detailed Steps v. in the Formula textbox. z. x. In the Calculated Metric Data Source Mapping dialog. The Editor pane displays. Click OK. type LastYearSales*1. click OK.

click the Properties tab. expand the KPI node and h. In the Workspace Browser.Developing Business Intelligence Applications Tasks Detailed Steps cc. right-click Performance and click Save. right-click Dashboard Content node. Uncheck the Use wizards to create scorecards option. type Performance By Country. b. In the Workspace Browser. then expand the Dashboard Content node. In the Details pane on the right hand side of the screen. Press [Tab] to move from the Name textbox. In the main pane. Click and drag the Performance KPI and release it to the left side of the editor in the area labeled Drop Items Here. g. in the Name textbox. 7. f. In the General Properties section. and click OK. In the Workspace pane. click New and then click Scorecard. e. c. click the Editor tab. Creating a Scorecard Note: In this task you will create a scorecard to expose your KPI. a. d. Page 36 of 43 .

click Update. be different in your environment k. The scorecard is updated with the information from database – note values might At the bottom right of the screen. j. In the View group. On the ribbon. click the dropdown list and click AdventureWorks. use workspace browser to move from to click other items on the workspace browser to refresh the options l. click the Edit tab. in the Data Source pane.Developing Business Intelligence Applications Tasks Detailed Steps i. Note: If the AdventureWorks is not available. Page 37 of 43 .

On the Edit tab.Developing Business Intelligence Applications Tasks Detailed Steps m. n. o. right-click All Geographies. r. click Autoselect Members then click Select “Country”. In the Select Members dialog. click Update. p. Drag the Geography dimension onto the workspace and drop it when the right side of the Performance cell is highlighted. Page 38 of 43 . In the Details pane. q. expand Dimensions and click Geography. Click OK. Performance by country appears on the dashboard.

In the Details pane on the right of the screen. p. e. d. In the Details pane. expand Measures. b. click Analytic Chart. On the Workspace pane. Click Resellers Sales Amount and drag to the design pane. j. In the Workspace browser. Creating the Report Note: In this task you will create a report that displays the chart. c. h. right click Geography and click Select Members. In the Series. right-click Dashboard Content.Developing Business Intelligence Applications Tasks Detailed Steps 8. Click Save. o. release in the Bottom Axis area. Expand the All Geographies node and uncheck the Default Member and All Geographies members. On the Workspace tab. m. a. and then click Report. l. Click OK. expand Dimensions. In the Name textbox. Click the individual countries under All Geographies. click AdventureWorks and click Finish. f. i. In the Details pane. click New. g. type Performance By Year. under data Sources. Right-click Geography and Move to the Series. k. In the Select a Report Template dialog. n. Click the Design tab. Page 39 of 43 . click the Properties tab. collapse Measures.

Page 40 of 43 . a. Click OK. right-click Dashboard Content. click the Report Type dropdown and then click Pie Chart.Developing Business Intelligence Applications Tasks Detailed Steps q. click 2 Columns. on the Edit tab. On the ribbon. In the Select a Dashboard Page Template dialog. r. b. click New. Creating the Dashboard Note: In this task you will create a Dashboard. and then click Dashboard. In the Workspace browser. 9.

In the New Dashboard textbox.contoso. then expand Dashboard Content. j. Click Performance By Year and then drag to the Left Column in the Editor. In the Workspace Browser pane. Creating Dashboard library to site Note: Since Dashboard library is not currently created by default to the site. In the Details pane. right click Untitled Workspace and click Save. Set location as c:\student\labs\13_Bi m. click Page 1 and then type Performance f. Don’t close the application 10. Use Internet Explorer and mote to url http://intranet. type PPS Lab and click Save. i.com/sites/lab13b Page 41 of 43 . then expand Dashboard Content. h. g. type Performance Dashboard. and then press [Enter]. e. we need to create it manually to make the deployment of the dashboard to work. Click Performance By Country and drag to the Right Column in the Editor. in the Pages section. d. Click OK.Developing Business Intelligence Applications Tasks Detailed Steps c. In the Editor pane. expand the Reports node. k. expand the Scorecards node. In the Details pane. a. In the File name textbox. l.

Click OK to populate field to library f.Developing Business Intelligence Applications Tasks Detailed Steps b. Click through the interactive dashboard. Choose Dashboards Library and use name MyDashboards e. Click save h. Click Create 11. i. j. In the Workspace Browser. Move to properties tab d. Set the master page as v4 g. Deploying to SharePoint Note: In this task you will deploy to a SharePoint site. click the Performance Dashboard c. An Internet Explorer instance opens and renders the dashboard. Click Site Actions and choose More Options… c. Page 42 of 43 . Filter the options by Library d. Right click the Performance Dashboard on the Workspace Browser and choose Deploy to SharePoint…. Set document library on the Deployment options as /sites/lab13b/MyDashboard e. Switch back to Dashboard Designer b. a.

Developing Business Intelligence Applications Tasks Detailed Steps Note: Click the pie chart and table to see the dynamic browsing options. Performance point services provide exceptional analyzing capabilities using familiar browser interface. Related Resources: Microsoft SharePoint Server 2010 Trial Download Page 43 of 43 .