Microsoft Corporation

September 2007

Applies to: PerformancePoint Monitoring

Summary: This document provides an overview of the PerformancePoint Monitoring Sample files.

This documentation is updated on a regular basis. To obtain the most current version, go to PerformancePoint Server on Microsoft Office Online (http://go.microsoft.com/fwlink/?LinkID=96771).

This document is the confidential and proprietary information of Microsoft Corporation. It is disclosed pursuant to a non-disclosure agreement between the recipient and Microsoft. This document is provided for informational purposes only and Microsoft makes no warranties, either express or implied, in this document. Information in this document, including URL and other Internet Web site references, is subject to change without notice. The entire risk of the use or the results from the use of this document remains with the user. Unless otherwise noted, the companies, organizations, products, domain names, e-mail addresses, logos, people, places, financial and other data, and events depicted in examples herein are fictitious. No association with any real company, organization, product, domain name, e-mail address, logo, person, places, financial or other data, or events is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation.

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Introduction

This document provides an overview of the Monitoring sample files, which are included with Microsoft® Office PerformancePoint™ Server 2007. These files will help you become familiar with the capabilities and features of PerformancePoint Monitoring Server.

The guide provides the step-by-step directions for configuring and deploying four sample dashboards. After you deploy the sample dashboards, you can explore their scorecards and reports and conduct analysis by using sample data.

Additional sample scorecards are also provided. You can view these in PerformancePoint Dashboard Designer; they do not require deployment to a dashboard.

The Monitoring Server Samples include the following files and folders:

PDW.abf. A Microsoft® SQL Server™ 2005 Analysis Services cube file that provides the data for the dashboard. This cube requires SQL Server Enterprise or Developer edition to restore the data file.
PPS Demo Dashboard.bswx. A Dashboard Designer workspace file that contains a sales scorecard and analytic report views that show revenue, margins, cost, and top products and sales. The dashboard also includes two filters: Products and Geography.
Corporate Scorecard.bswx. A Dashboard Designer workspace file that contains an executive scorecard that presents targets for four key areas and an overall strategy map that shows relationships and status among the KPIs.
PPS Planning Demo.bswx. A Dashboard Designer workspace file that contains an Income Statement scorecard that is based on the Alpine Ski House Planning data sample.
Project REAL Dashboard.bswx. A Dashboard Designer workspace file that contains multiple pages and views that are based on Project REAL data. This workspace also includes time intelligence samples.
Project REAL Dashboard.bbk. A ProClarity© 6.3 Briefing Book file that contains views that can be used in the Project REAL Dashboard sample.
Sales By Category.xlsx. A Microsoft® Office Excel® 2007 workbook that can be published to Excel Services and used in the Project REAL Dashboard sample.
Sample Scorecards Folder. Contains numerous Dashboard Designer workspace files with fixed-value scorecard samples. PPS Monitoring Sample Scorecards.doc, which is included with PerformancePoint Server, has descriptions and screenshots for each sample scorecard.

Sample application files and data are on the product CD. After you browse the product CD and locate the .msi file, run it on the computer on which you plan to install the sample data files.

Prerequisites

Software

Prior to installing or using the samples, you must have the following programs installed and configured:

PerformancePoint Monitoring Server
PerformancePoint Dashboard Designer
Microsoft SQL Server 2005 Analysis Services
Microsoft® Windows® SharePoint® Services 3.0 or Microsoft Office SharePoint Server 2007
Microsoft® Office Visio® 2007 (Optional. For the Corporate Scorecard sample)
PerformancePoint Planning Server and Planning Business Modeler (Optional. For the PPS Planning Demo sample)
Project REAL Data (Optional. For the Project REAL Dashboard sample. You can download this from this Microsoft SQL Server Web site: Project REAL—Business Intelligence in Practice (http://go.microsoft.com/fwlink/?LinkId=98868).
ProClarity® 6.3 Analytic Server and Professional Client (Optional. For integrating ProClarity views in the Project REAL Dashboard sample)
Microsoft Excel 2007 (Optional. For integrating Excel Services in the Project REAL Dashboard sample)
Microsoft® Office SharePoint® Server 2007 Enterprise Edition (Optional. For integrating Excel Services in the Project REAL Dashboard sample)

Actions

Before you can install or use any of the samples, you must take the following actions:

Restore PDW

In Microsoft SQL Server Management Studio, connect to Analysis Services.
In the Object Explorer, right-click Databases and select Restore.
In the From backup file field, click Browse.
In Selected Path, type the fully qualified path to the PDW.abf file that is included in your sample files.
In File Name field, type PDW.abf and click OK.
Click OK to restore the database.

Restore Project REAL Data

Download the Project REAL data from this Microsoft SQL Server Web site: Project REAL—Business Intelligence in Practice (http://go.microsoft.com/fwlink/?LinkId=98868).
Follow the setup instructions that are included in the download packet.

Publish the Project REAL Dashboard ProClarity Briefing Book

Open the Project REAL Dashboard.bbk file with the ProClarity Professional client.
Click Cancel when asked to provide the ProClarity Analytics Server network password.
Click OK when you see the warning message.
From the Tools menu, click Change Connection Information. If the Welcome page appears, click Next.
Click Current Book, and then click Next.
Replace the server name with the name of the Analysis Services server on which the Project REAL data resides.
Click Next.
Click Finish.

Publish the Sales by Category.xlsx file to Excel Services

Open the Sales by Category.xlsx file.
Publish this file to Excel Services.

Monitoring Server Sample Dashboards

This section contains descriptions of each of the dashboards that are included in the Samples folder and instructions for deploying them.

The PPS Demo Dashboard

The PPS Demo Dashboard includes a scorecard and an analytic bar chart, grid, and line chart. To deploy the PPS Demo Dashboard, complete the following steps:

Change the server name

In Dashboard Designer, click the Microsoft Office Button, and then click Open.
Browse to the folder that contains the sample dashboards. (The default location is C:\Program Files\Microsoft Office PerformancePoint Server 2007\3.0\Samples).
Click the PPS Demo Dashboard.bswx file and then click Open.
Click the Microsoft Office Button and then click the Options button.
In the Options dialog box, select the Server tab.
In the Server name field, enter the URL for the computer that is running Monitoring Server and then click Connect.
In the Server URL field, confirm that the URL for the computer that is running Monitoring Server is listed or enter the correct URL.
Click OK to close the dialog box.

Update the data source

Select the Data Sources folder in the Workspace Browser.
Click the Workspace tab and double-click the PDW Cube data source.
Click the Editor tab in the Workspace.
In the Server field, enter the name of the server where you installed the sample PDW cube.
In the Database drop-down menu, select the PDW database.
In the Cube drop-down menu, select the Sales cube.
Optional. Click Test Connection.
Select the Properties tab and update the Person Responsible field and the Permissions field by entering your domain\alias.
Click the Home tab and click Publish All.

Update the KPIs

Select the KPIs folder in the Workspace Browser.
Click the Workspace tab and then select all KPIs that are in the workspace.
Click the Edit tab and then click the Bulk Edit toolbar button.
Update the Person Responsible field by entering your domain\alias.
Click Next and then click Finish.
Click the Home tab and click Publish All.

Update the scorecard

Select the Scorecards folder in the Workspace Browser.
On the Workspace tab, double-click Sales Scorecard.
Select the Properties tab and then update the Person Responsible field and the Permissions field by entering your domain\alias.
Click the Home tab and click Publish All.

Update the reports

Select the Reports folder in the Workspace Browser.
Click the Workspace tab and then select all reports in the workspace.
Click the Edit tab, and then click the Bulk Edit toolbar button.
Update the Person Responsible field by entering your domain\alias and click Finish.
Click the Home tab and click Publish All.

Update the indicator

Select the Indicators folder in the Workspace Browser.
Double-click the Stoplight indicator.
Select the Properties tab and then update the Person Responsible field and the Permissions field by entering your domain\alias.
Click the Home tab and click Publish All.

Update the dashboard

Select the Dashboards folder in the Workspace Browser.
Double-click the PPS Demo Dashboard.
Click the Properties tab and then update the Person Responsible field and the Permissions field by entering your domain\alias.
Click the Home tab and click Publish All.

Deploy the dashboard and its views

Select the Edit tab and then click SharePoint Site. The Deploy a Dashboard to a SharePoint Site wizard appears.
On the Select a Dashboard page, select PPS Demo Dashboard and then click Next.
On the Specify a Location page and in the SharePoint site URL field, type the URL of your SharePoint site.
In Document library drop-down menu, select the document library for your deployed dashboard and then click Next.
Click Finish to accept the default master page and deploy the dashboard. The deployed dashboard will be displayed in the SharePoint site. The following illustration is an example.

The Corporate Scorecard Dashboard

The Corporate Scorecard Dashboard includes a strategy map scorecard and a strategy map view. To deploy the Corporate Scorecard Dashboard, complete the following steps.

Change the server name

In Dashboard Designer, click the Microsoft Office Button, and then click Open.
Browse to the folder that contains the sample dashboards. (The default location is C:\Program Files\Microsoft Office PerformancePoint Server 2007\3.0\Samples).
Click the Corporate Scorecard.bswx file and then click Open.
Click the Microsoft Office Button and then click the Options button.
In the Options dialog box, select the Server tab.
In the Server name field, enter the URL for the computer that is running Monitoring Server and then click Connect.
In the Server URL field, confirm that the URL for the computer that is running Monitoring Server is listed or enter the correct URL.
Click OK to close the dialog box.

Update the KPIs

Select the KPIs folder in the Workspace Browser.
Click the Workspace tab and then select all KPIs that are in the workspace.
Click the Edit tab and then click the Bulk Edit toolbar button.
Update the Person Responsible field by entering your domain\alias.
Click Next and then click Finish.
Click the Home tab and click Publish All.

Update the scorecard

Select the Scorecards folder in the Workspace Browser.
On the Workspace tab, double-click Strategy Map Scorecard.
Select the Properties tab and then update the Person Responsible field and the Permissions field by entering your domain\alias.
Click the Home tab and click Publish All.

Update the report

Select the Reports folder in the Workspace Browser.
Click the Workspace tab and then double-click the Strategy Map View report.
Click the Properties tab in the Workspace.
Update the Person Responsible field and the Permissions field by entering your domain\alias and click Finish.
Click the Home tab and click Publish All.

Update the indicator

Select the Indicators folder in the Workspace Browser.
Click the Workspace tab and then double-click the Stoplight indicator.
Select the Properties tab and then update the Person Responsible field and the Permissions field by entering your domain\alias.
Click the Home tab and click Publish All.

Update the dashboard

Select the Dashboards folder in the Workspace Browser.
Click the Workspace tab and then double-click the Corporate Scorecard dashboard.
Click the Properties tab and then update the Person Responsible field and the Permissions field by entering your domain\alias.
Click the Home tab and click Publish All.

Deploy the dashboard and its views

Select the Edit tab and then click SharePoint Site. The Deploy a Dashboard to a SharePoint Site wizard appears.
On the Select a Dashboard page, select Corporate Scorecard and then click Next.
On the Specify a Location page and in the SharePoint site URL field, type the URL of your SharePoint site.
In Document library drop-down menu, select the document library for your dashboard and then click Next.
Click Finish to accept the default master page and deploy the dashboard.
The deployed dashboard will be displayed in the SharePoint site. The following illustration is an example.

The PPS Planning Demo Dashboard

The PPS Planning Demo Dashboard contains an income statement scorecard that displays actual and targeted results for three quarters. To deploy the PPS Planning Demo Dashboard, complete the following steps.

Change the server name

In Dashboard Designer, click the Microsoft Office Button, and then click Open.
Browse to the folder that contains the sample dashboards. (The default location is C:\Program Files\Microsoft Office PerformancePoint Server 2007\3.0\Samples).
Click the PPS Planning Demo.bswx file and then click Open.
Click the Microsoft Office Button and click the Options button.
In the Options dialog box, select the Server tab.
In the Server name field, enter the URL for the computer that is running Monitoring Server and then click Connect.
In the Server URL field, confirm that the URL for the computer that is running Monitoring Server is listed or enter the correct URL.
Click OK to close the dialog box.

Update the data source

Select the Data Sources folder in the Workspace Browser.
Click the Workspace tab and double-click the Ash Corp Mgmt Reporting data source.
Click the Editor tab in the Workspace.
In the Server field, enter the name of the server where you installed the sample PPS Planning Data cube.
In the Database drop-down menu, select the Alpine_Ski_House_ASH_Corporate database.
In the Cube drop-down menu, select the Corporate Mgmt Reporting cube.
Optional. Click Test Connection.
Select the Properties tab and update the Person Responsible field and the Permissions field by entering your domain\alias.
Click the Home tab and click Publish All.

Update the KPI

Select the KPIs folder in the Workspace Browser.
Click the Workspace tab and double-click the Value KPI in the workspace.
Click the Properties tab in the Workspace.
Update the Person Responsible field and the Permissions field by entering your domain\alias.
Click the Home tab and click Publish All.

Update the scorecard

Select the Scorecards folder in the Workspace Browser.
On the Workspace tab, double-click Income Statement Scorecard.
Select the Properties tab and then update the Person Responsible field and the Permissions field by entering your domain\alias.
Click the Home tab and click Publish All.

Update the indicator

Select the Indicators folder in the Workspace Browser.
On the Workspace tab, double-click the Stoplight indicator.
Select the Properties tab and then update the Person Responsible field and the Permissions field by entering your domain\alias.
Click the Home tab and click Publish All.

Update the dashboard

Select the Dashboards folder in the Workspace Browser.
On the Workspace tab, double-click Planning Dashboard.
Click the Properties tab and then update the Person Responsible field and the Permissions field by entering your domain\alias.
Click the Home tab and click Publish All.

Deploy the dashboard and its views

Select the Edit tab and then click SharePoint Site. The Deploy a Dashboard to a SharePoint Site wizard appears.
On the Select a Dashboard page, select Planning Dashboard and then click Next.
On the Specify a Location page and in the SharePoint site URL field, type the URL of your SharePoint site.
In Document library drop-down menu, select the document library for your deployed dashboard and then click Next.
Click Finish to accept the default master page and deploy the dashboard. The deployed dashboard will be displayed in the SharePoint site. The following illustration is an example.

The Project REAL Operations Dashboard

The Project REAL Operations Dashboard includes summary, subject breakdown, and region breakdown pages. The pages provide an operational scorecard, an Excel Services report, an analytic grid, and analytic charts. To deploy the Project REAL Operations Dashboard, complete the following steps.

Change the server name

In Dashboard Designer, click the Microsoft Office Button, and then click Open.
Browse to the folder containing the sample dashboards. (The default location is C:\Program Files\Microsoft Office PerformancePoint Server 2007\3.0\Samples).
Click the Project REAL Dashboard.bswx file and then click Open.
Click the Microsoft Office Button and click the Options button.
In the Options dialog box, select the Server tab.
In the Server name field, enter the URL for the computer that is running Monitoring Server and then click Connect.
In the Server URL field, confirm that the URL for the computer that is running Monitoring Server is listed or enter the correct URL.
Click OK to close the dialog box.

Update the data source

Select the Data Sources folder in the Workspace Browser.
Click the Workspace tab and double-click the Project REAL data source.
Click the Editor tab in the Workspace.
In the Server field, enter the name of the server where you installed the sample Project REAL cube.
In the database drop-down menu, select the REAL Warehouse Sample V6 MT database.
In the Cube drop-down menu, select the REAL Warehouse cube.
Optional. Click Test Connection.
Select the Properties tab and update the Person Responsible field and the Permissions field by entering your domain\alias.
Click the Home tab and click Publish All.

Update the KPIs

Select the KPIs folder in the Workspace Browser.
Click the Workspace tab and then select all KPIs in the workspace.
Click the Edit tab and then click the Bulk Edit toolbar button.
Update the Person Responsible field with your domain\alias.
Click Next and then click Finish.
Click the Home tab and click Publish All.

Update the scorecard

Select the Scorecards folder in the Workspace Browser.
On the Workspace tab, double-click REAL Operational Scorecard.
Select the Properties tab and then update the Person Responsible field and the Permissions field by entering your domain\alias.
Click the Home tab and click Publish All.

Update the reports

Select the Reports folder in the Workspace Browser.
Click the Workspace tab and then select all reports in the workspace.
Click the Edit tab, and then click the Bulk Edit toolbar button.
Update the Person Responsible field by entering your domain\alias and click Finish.
Click the Home tab and click Publish All.

Update the ProClarity reports

Select the Reports folder from the Workspace Browser.
Click the Workspace tab and then double-click the % Markdown, Bubble-Up Markdown > 20% - PAS report.
Click the Editor tab and in the Server URL field, replace ab004-23/PAS with the URL for the computer that is running ProClarity Analytics Server.
Click Browse and make sure the Use Windows Credentials is checked.
Select % Markdown – Bubble-Up Exceptions and click OK.
Click the Properties tab and update the Person Responsible field and the Permissions field by entering your domain\alias.
Select the Reports folder from the Workspace Browser.
Click the Workspace tab and then double-click the Sales and Markdown by Category - PAS report.
Click the Editor tab and in the Server URL field, replace ab004-23/PAS with the URL for ProClarity Analytics Server.
Click Browse and make sure the Use Windows Credentials is checked.
Select Heat Map - Sales and Markdown by Category and click OK.
Click the Properties tab and update the Person Responsible field and the Permissions field by entering your domain\alias.
Select the Reports folder from the Workspace Browser.
Click the Workspace tab and then double-click the Sales Breakdown - PAS report.
Click the Editor tab and in the Server URL field, replace ab004-23/PAS with the URL for ProClarity Analytics Server.
Click Browse and make sure the Use Windows Credentials is checked.
Select Decomposition Tree - Product Breakdown and click OK.
Click the Properties tab and update the Person Responsible field and the Permissions field by entering your domain\alias.
Click the Home tab and click Publish All.

Update the Excel Services report

Select the Reports folder from the Workspace Browser.
Click the Workspace tab and then double-click the Sales, On Order, On Hand by Subject report.
Edit the SharePoint Site location, entering the location of the SharePoint server where you published Sales by Category.xlsx.
In the Document Library drop-down menu, select the document library for your SharePoint site.
Optional. Click the View tab to preview the report.
Click the Properties tab and update the Person Responsible field and the Permissions field by entering your domain\alias.
Click the Home tab and click Publish All.

Update the indicator

Select the Indicators folder in the Workspace Browser.
Click the Workspace tab and then double-click the Stoplight indicator.
Select the Properties tab and then update the Person Responsible field and the Permissions field with your domain\alias.
Click the Home tab and click Publish All.

Update the dashboard

Select the Dashboards folder in the Workspace Browser.
Click the Workspace tab and then double-click the Project REAL Operations dashboard.
Click the Properties tab and then update the Person Responsible field and the Permissions field with your domain\alias.
Click the Home tab and click Publish All.

Deploy the dashboard and its views

Select the Edit tab and then click SharePoint Site. The Deploy a Dashboard to a SharePoint Site wizard appears.
On the Select a Dashboard page, select Project REAL Operations Dashboard and then click Next.
On the Specify a Location page and in the SharePoint site URL field, type the URL of your SharePoint site.
In Document library drop-down menu, select the document library for your deployed dashboard and then click Next.
Click Finish to accept the default master page and deploy the dashboard.

The deployed dashboard will be displayed in the SharePoint site. A dashboard example is shown in the following illustration. It shows the dashboard with the Operational Scorecard KPI selected.

View the Sample Scorecards

The Sample Scorecards folder contains twenty-three scorecards that cover a wide variety of financial and business performance metrics. You can find more details about the sample scorecards in the PPS Monitoring Sample Scorecards document, which is included with PerformancePoint Server.

Note: Because the sample scorecards are based on fixed values, not external data sources, you can open the associated .bswx file to view the scorecards. No other configuration steps are required.

Conclusion

The PerformancePoint Server Monitoring Sample Guide provides you with an overview of the kinds of dashboards and dashboard elements you can create by using Dashboard Designer. You can use these examples to design your own dashboards and dashboard elements to monitor performance in your own organization.

For more information and step-by-step instructions, see Dashboard Designer Help.