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1. Setup.
PerformancePoint Services refers to 3 things (that need to be enabled and/or configured first
before we can have the Business Intelligence (BI) features in SharePoint)
i.
Service
ii.
Service Application
Once the service app in created, we need to setup the Unattended Service Account.
Click on PerformancePoint Service App PerformancePoint Service Application
Settings
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iii.
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ii.
iii.
iv.
Click Save and provide a name & choose where to save it.
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vii.
Provide the required details such as site url and list name.
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ix.
Under the time tab, time dimension section, choose the column that provides the time
data.
x.
Under the time tab, time period levels section, choose the periods that you wish to
use time intelligence for.
xi.
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iii.
First give a name to the KPI. In our case, we will create a KPI for each subject.
So the name is the subjects name.
iv.
v.
vi.
Select the Data Connection that was created above and click OK
vii.
You will get a new pop up for you to choose the column name that has the value
we want to create our KPI on.
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viii.
Click on the Default column, filter out by the column name that holds the subject
name and click OK.
ix.
Outcome is as below
x.
xi.
Click on the target row and go to Threshold section to configure the scoring
pattern and indicator types.
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xiii.
ii.
iii.
Choose blank scorecard. Give a name (Performance Against Target) and save.
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From Details section (right hand side section), drag and drop the KPI into the
drop items here column
v.
Click the Update button. Note: For any changes to the scorecard, you need to
click the update button to reflect the changes.
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Screen shot above shows the total values. What we want to achieve is time
based performance.
ii.
To do it, drag the Time formula from the right section to above the Actual
column.
iii.
You will be presented with the Time Formula Editor as below. Key in Month-2
and click OK. Click Update.
iv.
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ii.
iii.
iv.
On the Pages section, provide a name. This will be become a link and dashboard
page.
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v.
i.
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