Thủ thuật Sharepoint 2010 part 80 potx

Introduction to Dashboard Designer ❘ 601 2. This should reveal the web page shown in Figure 20-18. From this page, click the Run Dashboard Designer button to initiate the ClickOnce deployment process. Dashboard Designer 2010 is automatically deployed to the client desktop using ClickOnce technology. After a few checks, the designer is downloaded and installed to the client’s desktop and opened to the design pane. Installation is quick, without any need for installation media or files. The application is hosted on the SharePoint 2010 server, so software patches are applied automatically the next time the designer is launched, assuming any software updates have been applied to the SharePoint 2010 server. This is all handled by the ClickOnce technology. FIGURE 2018 After Dashboard Designer has been downloaded and installed on the client desktop, it can be launched from the desktop using the PerformancePoint Dashboard Designer shortcut in the SharePoint folder on the Start menu. It can also be launched from the SharePoint list that contains the PerformancePoint Designer objects. At the time of this writing, Dashboard Designer does not operate in offline mode, so the author must be connected to the SharePoint 2010 server to edit and create designer objects. INTRODUCTION TO DASHBOARD DESIGNER The visual elements of Dashboard Designer are displayed in Figure 20-19. Across the top of the designer display is a ribbon with three tabs: Home, Edit, and Create. There is a Workspace Browser pane on the left-hand side of the designer, and a centrally located pane that contains two tabs. A SharePoint tab displays a view of the items that have been deployed to the SharePoint server, and a Workspace tab (shown in Figure 20-19) displays a view of the items in the local workspace. A third pane, Details, is not shown, but will appear at different points in the process of creating objects, as you will see in the following example. 602 ❘ CHAPTER 20 PerformaNcePoiNt services aNd BUsiNess iNtelligeNce FIGURE 2019 As new objects are created using the designer, these objects are stored inside the Business Intelligence Center. Specifically, the objects are stored inside the provisioned lists and libraries that were previously shown in Figure 20-15. These lists are called Dashboards, Data Connections, and PerformancePoint Content. Each has a special purpose, as summarized in Table 20-2. TABLE 202: Business Intelligence Center Lists LIST DESCRIPTION Dashboards This library contains dashboard objects that have been deployed (published) to the server. Data Connections This library contains data sources that are available for use by PerformancePoint objects. These sources contain server connection and security information. PerformancePoint Content This list contains scorecards, reports, filters, and unpublished dashboards. Introduction to Dashboard Designer ❘ 603 There are two key benefits to saving objects to these lists: the objects are centrally managed and they are reusable across multiple dashboards. Dashboard authors with the proper permissions can reuse any of the objects by adding them to their own dashboards. SharePoint requires that authors have Contribute permission in order to save items to SharePoint server, and they must have Design permis- sion to deploy dashboards. All objects are stored in a SharePoint database. At this point, you are ready to create your first designer objects. Creating an Analytic Chart Report and Dashboard Analytic reports are dynamic, visual representations of data that can be displayed as interactive line charts, bar charts, pie charts, and tables (also called grids). PerformancePoint analytic reports remain connected to the data, which means their content is always up to date. This walk-through requires SQL Server Analysis Services to be installed and available to the SharePoint Server, and the Adventure Works Data Warehouse cube database should also be installed. SharePoint administrators can check with their SQL Server database administrator if uncertain about the availability. These Adventure Works databases for SQL Server 2008 and the instructions for installing can be obtained from the CodePlex web site using the following link: http://msftdbprodsamples.codeplex.com/ Wikipage . Analytic reports pull information from Analysis Services cubes. These cubes consist of concepts called dimensions, members, and named sets, which are summarized in Table 20-3. TABLE 203: Cube Concepts CONCEPT DESCRIPTION Measure A cube member that associates a numeric value with one or more dimension members. For example, measures might include Sales Amounts and Gross Profit. Dimension A structured, hierarchical approach to organizing data. For example a Customers dimension could represent a hierarchy such as Sales Region, State, and City. Named Sets A collection of one or more dimensions that are defined in the database. These concepts will be important as you define and configure the types of information that will be displayed in the chart report. Let’s begin the process of creating the chart report: 1. Open Dashboard Designer. Click the Home tab and then click the Refresh button. 2. You will need to first create a connection to your data source, which will be SQL Server 2008 Analysis Services. Click Data Connections inside the Workspace Browser and then click the Data Source button in the Ribbon. The Select a Data Source Template dialog will appear, as shown in Figure 20-20. Briefly browse the different types of templates. Note that five different data source types are available: Analysis Services, Excel Services, Import From Excel Workbook, SharePoint List, and SQL Server Table. 604 ❘ CHAPTER 20 PerformaNcePoiNt services aNd BUsiNess iNtelligeNce FIGURE 2020 3. Select the Analysis Services template and click OK. You need to add several values on the Connection Settings view, which is located in the middle of the designer. Add the name of your server to the Server box. Once you add your server name and click in the Database box, it will be populated with the appropriate database options. Select a database. Enter the val- ues shown in Figure 20-21 or choose your own values. Once complete, click the Test Data Source button to verify you have connectivity. You should see the Test Connection modal dialog, confirming you have successfully connected to the data source. FIGURE 2021 Introduction to Dashboard Designer ❘ 605 4. Choose an appropriate name, like ADW Cube Source, and assign it to the connection you just created in the Workspace Browser. Once assigned, right-click on the name and choose the Save option. Verify that a new entry called ADW Cube Source (or whatever you named your connection) has been added to the Data Connections library in the Business Intelligence Center, as shown in Figure 20-22. You should also confirm that the Dashboard Designer can be launched using the Edit in Dashboard Designer option on the object item menu. This enables you to open the designer directly from one of the object libraries. FIGURE 2022 5. To create the chart report, select PerformancePoint Content in the Workspace Browser. Click the Create tab, followed by clicking Analytic Chart in the Reports group. This should open the Create an Analytic Chart Report wizard, shown in Figure 20-23. FIGURE 2023 606 ❘ CHAPTER 20 PerformaNcePoiNt services aNd BUsiNess iNtelligeNce Notice that you can choose data connections that exist either on the SharePoint Server or in the designer workspace. For this example, select the ADW Cube Source connection created previously, and then click the Finish button. Once the wizard has completed, an entry called New Report is added to the Workspace Browser, and the analytic report opens for editing in the center pane of the workspace. Rename this entry Chart Report. You should also notice that a Details pane is displayed on the right-hand side of the workspace. At this point, you need to define the information that will be displayed in the chart report. You have two different approaches to choose from: You can drag-and-drop items from the Details pane onto the report design pane or you can use Multidimensional Expressions (MDX) to specify a query using the Query tab. We will demonstrate the drag-and-drop approach because it is more visual and easier to learn when you are first beginning. 6. From the Details pane, drag Order Quantity from the Measures group to the Series panel at the bottom of the workspace. Next, drag the Date.Calendar dimension to the Bottom Axis panel. You should see a new chart displayed, but it still needs to be refined. Right-click the Date.Calendar entry in the Bottom Axis panel and choose the Select Members option. Choose calendar years 2002 and 2003 and their respective quarters to display in the report, and then click OK. Your chart report should resemble the chart displayed in Figure 20-24. FIGURE 2024 7. Save the report and confirm that it has been stored in the PerformancePoint Content library in the Business Intelligence Center, as shown in Figure 20-25. Introduction to Dashboard Designer ❘ 607 FIGURE 2025 8. Figure 20-25 also displays the object menu for the chart. Click the Display Report option and a new browser window will open displaying the chart. There is a wealth of information in this report. First, notice that you can toggle between different chart types using the icons located at the top of the report. Second, you can drill into additional information by right- clicking on any of the bars in the chart and choosing from any of the different options, as shown in Figure 20-26. Close the browser window when you have finished exploring the different options. FIGURE 2026 608 ❘ CHAPTER 20 PerformaNcePoiNt services aNd BUsiNess iNtelligeNce 9. This chart report can now be added to a dashboard, and then Designer can be used to publish the dashboard to the Dashboards library. This exercise is left to readers to do on their own. The result is displayed in Figure 20-27. FIGURE 2027 This completes the process for verifying the PerformancePoint installation and configuration, as well as the brief introduction of the Dashboard Designer’s capabilities. Reusing Designer Objects PerformancePoint objects can be reused by different authors. For example, the Workspace Browser can copy and paste items in the same or different display folders, provided the items remain within the same site collection. To illustrate this capability, you will make a copy of an object, make some changes to it, and then save it to a different website in the same site collection: 1. Create a new website in the same site collection as the Business Intelligence Center, and use the Business Intelligence Center template. For this example, name the site BI Center II. 2. Open Dashboard Designer. In the Workspace Browser, click PerformancePoint Content. In the Home tab of the Ribbon, click Refresh. 3. Click the Add Lists button in the Workspace group in the Ribbon. This should reveal the Add Lists dialog shown in Figure 20-28. You should see an entry for BI Center II, FIGURE 2028 . on the SharePoint 2010 server, so software patches are applied automatically the next time the designer is launched, assuming any software updates have been applied to the SharePoint 2010 server using the PerformancePoint Dashboard Designer shortcut in the SharePoint folder on the Start menu. It can also be launched from the SharePoint list that contains the PerformancePoint Designer. Dashboard Designer does not operate in offline mode, so the author must be connected to the SharePoint 2010 server to edit and create designer objects. INTRODUCTION TO DASHBOARD DESIGNER The visual