Dan English's BI Blog

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Archive for October 5th, 2008

Deploying PerformancePoint Server (PPS) Dashboard Viewer web part to new Web Application

Posted by denglishbi on October 5, 2008

After you complete the install of PPS Monitoring Server you will go through the configuration manager wizard.  At this point one of the screens will look like this allowing you to deploy the PPS Dashboard Viewer web part to a SharePoint site collection.

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So what if I need to deploy this to a different SharePoint Web Application?  If you go through the wizard again everything was been installed so you are not able to deploy to a different site collection.  If you go to the PerformancePoint Team Blog site you can follow the manual instructions to perform the install (How do I deploy the Monitoring web part on a separate SharePoint Web Application on the same SharePoint Web Server?).  I actually went through the steps and in the end I must have missed something because I couldn’t get it to work.  It seemed like there should be an easier way to do this.

So what I ended up doing was to modify the XML file that the configuration manager references.  I went ahead and removed the web part section and then walked through the wizard component again and clicked the install components button and deployed the web part to a different site collection.

Step 1 – go to the following directory to modify the MonitoringConfig.xml file %PROGRAMFILES%Microsoft Office PerformancePoint Server3.0ToolsMonitoringConfiguration.

Step 2 – open up the MonitoringConfig.xml file with Administrative privileges (so you might want to run notepad as administrator)

Step 3 – remove the <ConfigUnit ID=”WebParts” /> section in the XML file, save the file, and run the Monitoring Server Configuration Manager wizard again.

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Step 4 – getting the web part deployed to new site collection

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New site collection in new web application without the web part

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Run the Monitoring Server Configuration Manager wizard and select ‘Add componenets’

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Notice that the Dashboard Viewer web part is available now for deploying

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Displays the database settings for the Monitoring Server, simply continue on to the next step

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Select the new site collection that you want to deploy the web part to and proceed on with the configuration process

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Dashboard Viewer web part is now available to be used

Well that sure was a lot easier then going through the manual process, but understanding what is going on behind the scenes is always important to fully understand how everything works.

Posted in PerformancePoint | Tagged: | 3 Comments »

Filtering PerformancePoint Server (PPS) KPIs

Posted by denglishbi on October 5, 2008

There are a few ways that you can filter the KPIs and it all depends on how you are creating them and want to use them in your dashboards.  In this posting I will discuss filtering KPIs created from an Analysis Service database source. 

So the first option would be adding the filter to the Actual and Target within the data mapping section.  So if you create the KPIs from measures within your cube and map the Actual and Target to a measures then you can add in additional filters like the following picture demonstrates:

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Most likely you will want to name this KPI something meaningful because now it is being filtered, so the KPI is more specific.  If you have created Analysis Services scorecards using the wizard and filtered the KPIs this way, the wizard will actually create these KPIs in the workspace and reference them.  These KPIs will include the same type of data mapping filters as the one above.  Now I have noticed that if you reference an existing KPI and try to filter it through the wizard that this will not actually work because it won’t modify the existing KPI and it doesn’t create a new one.

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Step 1 – creating the scorecard

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Step 2 – creating KPIs from measures

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Step 3 – setting up the KPI and naming it

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Step 4 – adding in the filters

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Step 5 – new KPI created in workspace

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Step 6 – filter has been added into the data mapping by the wizard

So what if you don’t want to filter the KPI and want it to be more generic.  Then you can filter the KPI once it is in a scorecard by using a filter on the dashboard that is linked to the scorecard.  This is really nice since the end-user can choose how they want to view the KPI (for a particular date period, geography area, sales team, store location, etc.) – empower the users.  So down below here I have created a Sales Country filter that we will link to the scorecard that can be used to filter the data.

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If this doesn’t work and you need to filter the KPIs by a dimension member, but they don’t want to see the filter.  Then another option would be to include that member in your scorecard above the KPIs and then right-click the member in the scorecard and select ‘Hide’.  This will turn that member color to red and when you view the scorecard in the dashboard it will not be displayed.  You will probably want to make the name of the scorecard meaningful so that the users know what they are looking at.  So down below here I will filter the KPI on the scorecard with the Sales Territory Country France member, hide the dimension member in the scorecard, remove the filter on the dashboard, and then preview the results.

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Step 1 – drag the dimension member from the available items list and place it to the left of the KPI

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Step 2 – select the specific member that I want to filter the KPI on

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Step 3 – hide the dimension member on the scorecard

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Step 4 – shows that the member is now marked as hidden

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Step 5 – preview the results which are the same as the previous dashboard (notice that France isn’t being displayed in the scorecard), but now there isn’t a nice drop down filter list

 

So what is the best way to filter a KPI?  Do you do it in the cube, in the data mappings of the KPI, on the dashboard page with a nice filter?  Well, it depends.  You need to know what the requirements are and then plan appropriately and build out the items to create the dashboard and present the results to the user.

For additional information on the different types of filters in PPS check out the online documentation – Creating filters in Dashboard Designer.

Posted in PerformancePoint | Tagged: | 2 Comments »