Dashboards and Scorecards with Microsoft SQL Server and SharePoint Server

21 October 2011 · 6 comments · 2176 views

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PerformancePoint Services and PivotViewer

From an attractive, composite dashboard consisting of performance management scorecards, and reports, to the highly visual PivotViewer, this video introduces the world of dashboards running on Microsoft BI platform, focussing on SharePoint Server PerformancePoint Services and SQL Server.

An interesting form of analysis, known as Root-Cause analysis, is shown in this video (01:11). See how just right-clicking on a bar of data, and selecting the Decomposition Tree option, leads to an intuitive way to cross-drill data (in our case rate of churn) by different dimensions or attributes.

Providing the user of a dashboard this level of interactivity is not difficult to accomplish, thanks to the PerformancePoint Services Dashboard Designer, also shown in the video (02:16).

For an even more interactive experience, you should consider using the visually amazing, and free, PivotViewer (03:00). It combines analytics with data, product, or item visualisations that use real-world, high-resolution images, in conjunction with Deep Zoom technology. If you are interested in using this tool, you may want to embed it in SQL Server Reporting Services by means of the free PivotViewer Extension for Microsoft SQL Server Reporting Services.

Comments

JanBrustadKnudsen · 27 October 2011

Hi, I have just a few questions about the scorecard-part of the presentation.
How did you go about to make the Arpu/Ampu scorecard the Churn/rev scorecard in that matter? Meaning: when you click the Arpu/Ampu scorecard, it “slides” like in the video.. And how do you enable the Churn Dashboard when you click a KPI in the scorecard?

Regards Jan

Rafal Lukawiecki · 27 October 2011

Hello Jan, thanks for asking. The sliding functionality is done with a tiny amount of JavaScript, using jQuery. There are simply four scorecards, and jQuery slider is used to animate the effect, when someone clicks on the vertical bars. SharePoint 2010 supports jQuery, so it may be worth looking into it to make dashboards more visually attractive. I’d suggest you have a look at a video by Jan Tielens about using SharePoint & jQuery, or read the Best Practices with jQuery and SharePoint article by Mark Rackley, who also presented at SharePoint Conference 2011.

To enable the right-click menu on a scorecard to show a link to another dashboard, use PerformancePoint Services Dashboard Designer. You need to select the scorecard, and then, in the cell that interests you, right-click and use the ‘New Comment’ option, then select the ‘New Link’ button at the bottom half of the ‘Comments’ window. Make sure it links to another dashboard, give it a nice title, and you’ll have it working as it does in the demo. Make sure you are using the PPS Dashboard Designer to do that.

JanBrustadKnudsen · 28 October 2011

Thanks for a quickly reply! I will for sure look into the jQuery, looks nice!
The other part I figured out with some testing, nice feature actually.
More UX in the solution will be appriciated by the customer, thanks again!
 Jan

hxy0135 · 30 April 2012

Jan,
Hope you can help me!
I have trouble with “show details" option when you right click a cell on a grid in my dashboard, two different problems:
1) When right click “show details” on a calculated cell, it generates an error, in Event viewer, it says “error running data source query. You cannot drillthrough if a cell in select clause is a calculated cell.”. can we hide the option when a cell is calculated cell? And work around you can suggest?
2) I have a grid created by my MDX query, when I click “Show details”, it runs, but gives me empty row, no data row, only header row with column names. Where I do wrong that may cause this?
Thank you for your time.
 Hua

Rafal Lukawiecki · 30 April 2012

Hi Hua, there’s a couple of things you may want to try. If you want to hide the “Show Details” option, consider changing the underlying KPI’s calculation mode to anything other than “Source Data”. There are a few good articles about this functionality, have a look at MSDN here, here, and also this blog entry by Nick Barclay. As for the second question, regarding the empty row in your PPS grid, I’m not an expert on MDX, but I understand that the Show Details and Drillthrough options are not always supported if the grid’s or chart’s source of data is defined using an MDX query, see this short Office article or this fuller Technet article on PPS and MDX queries.

hxy0135 · 30 April 2012

Hi Rafal,
Thank you very much for your quick response!

Hua