Implementing Dashboard with Performance Point Services, SSAS and SSRS

Organizations  always make Strategies  to monitor  goals  and to implement those  Strategies  they need actionable metrics which is often delivered  by decision support systems such as datawarehouse or data marts along with olap  provides the  necessary  data   with required  analytic  attributes and measures  at appropriate granularity to use in  dashboards and reports .These dashboards and reports  empower business users with important visualizations to get a glance of the performance of the business  and help them in detecting patterns of problems or opportunities

SharePoint Business Intelligence with Performance Point Services and SSRS  enables to build Dash Boards ,Score Cards and  Structured reporting for business performance management  .

The key features of PPS  are

• Enables to  build the score cards to analyse the goals and trends from multiple processes
• Provides intelligent interactivity  with multiple individual parts in a  dashbaords by using filters to enable contextual selection of the data .
• Decomposition tree guides   self analysis across dimensions with flexibility for drilling into the details of metrics in question.

Implementation of the DashBoard .



I have SharePoint site from previous demo with Enterprise  BI template  which provides with necessary  document libraries for Business intelligence.




The first step is to create is to  go to the  business intelligence  center  site  ,create dash boards section   and click start  using performance point services  as shown below

In the next step click the run dashboards designer as shown below

In the dashboard designer i have created a ssas connection to use the KPI's defined in the ssas,the connection settings is shown below

In the next step  , set the time intelligence settings as shown below

This setting consists of mapping to the time  Date dimension of the Cube  and sets the appropriate associates of the time hierarchies .


In the next step  right click the performance point document library in the dashboard designer and select kpi and blank kpi as shown below

On the New KPI page select data  and than  fixed  value

Than click change source

Than select the ssas data connection

Than for the KPI i will use an MDX expression as shown below to select the KPI Value from SSAS Net Income KPI as shown below

Repeat the same step by KPI Goal and  use the MDX expression KPIGoal("Net Income") .

In the calculation section of the main kpi page select  click default  and select data value  as shown below

Repeat the same steps for bringing other KPI's



In the next step right click the performance point service content library and select new score card
and import the previously created Kpi as shown below

In the step i will create reports using PPS and SSRS.To create  analytic  chart  in PPS right click the Performance Point Services  Document Library  and select new analytic report  as  shown below

In the analytic  chart report page select the necessary fields as shown below ,for this report i have selected Country as Bottom Axis and Product Category for Series and Sales Amount and Calendar Year as Background ,I'm using Calendar Year as i will be using it to filter the report from the dashboard filter.

To add the  prebuilt SSRS report right click the Document Library and select the ssrs report and set the  server and reports Properties as shown below

The SSRS Report is consists of  a bar chart which shows the Product Category sales for each sales Channel and consists of two parameters for Calendar Year and Product Category,make sure to give a default value and delete the hidden datasets created   as shown below

In the next step right click the document library to create a filter  and follow the steps below

                                                                                                    

                                                                                                          

In the next step right click the document library and create a new dash boards  as shown below

          

The dash boards has three rows ,in the first row add the filter ,in the second row add the score  card and the analytic chart and in the third row add the ssrs report .

Configuring the Filters and contextual selection ,i have a dashboard filter for Calendar year which need to be set to ssrs  for the slect the SSRS row and go to edit  and click creaet connection as shown below

In the Items selection select the source  of filter in this case its our dashboard filter Year   as shown below

In the values  selection select the members unique property  for the Calendar Year  of  the report

In a similar way we want to filter the report based on the selection of the score card Product Category ,for this we create another contextual connection  and set the properties of the connection as shown below

Than we deploy the dashboard  by going to office ribbon and click deploy  as shown below

 and the deployed dashboard looks like below