- You must have SharePoint Enterprise to use SharePoint PerformancePoint dashboards. Go here to learn about upgrading to SharePoint Enterprise if you haven’t already.
- Enable the SharePoint Server Publishing Infrastructure and PerformancePoint Services Site Collection Features at the Site Collection level. To do this go to the top level site in your Site Collection, pull down the Site Actions menu and select Site Settings. Under the Site Collection Administration header click the Site collection features link. Click Activate for the SharePoint Server Publishing Infrastructure and PerformancePoint Services features.
- Now you need to enable them at the parent Site level. Go to the site that you want to be the parent of your Business Intelligence site and pull down the Site Actions menu and select Site Settings. Under the Site Actions header click the Manage site features link. Click Activate for the SharePoint Server Publishing Infrastructure and PerformancePoint Services features.
- Now you can add a Business Intelligence Center site. To do this, go to the site that you want to be the parent of your new site, pull down the Site Actions menu and select New Site. In the dialog that pops up choose the Business Intelligence Center site template, provide a Title, and a URL name and click Create.
- In my case I created the Business Intelligence Center Site under the Service Manager Self-Service Portal Site. I applied the the SMPortalTheme by going to Site Actions, selecting Site Settings, and then under the Look and Feel header clicking Site theme. Then I chose the ‘Specify a theme…’ radio button and selected the SMPortalTheme option and clicked Apply.
- You’ll also need to configure the PerformancePoint Unattended Service Account. Do this by going to the SharePoint Central Administration home page, and underneath the Application Management header clicking the Manage service applications link. Then click the PerformancePoint Service Application link. Then click the PerformancePoint Service Application Settings link. Enter the credentials in the Unattended Service Account prompt and click OK.
If you get this error:
You need to do this:
Navigate to Central Administration | Manage Service Applications | Secure Store Service
Click Generate New Key from the ribbon
Type in the pass phrase and click OK.
At this point you should have a Business Intelligence Center Site that looks something like this:
6. Now, mouse over the Monitor Key Performance “tab” and click the Start using PerformancePoint Services link.
7. In my case I ran into what seems to be a common configuration problem.
Following the instructions in the forum post above I added the following to the web.config for my SharePoint site.
Note: your virtual path will probably be different than mine. Just use the same exact path was what is in the error message above.
How do you find your web.config file? Easy (sort of). Open Internet Information Services (IIS) Manager from the start menu on your SharePoint server. Right click on the site that represents your SM SharePoint site and choose ‘Explore’.
After making that change you should be able to refresh the page and see this:
8. Click ‘Run Dashboard Designer’ and then click Run in the OneClick dialog. From this point on you can launch the Dashboard Designer from the Start menu.
9. First we are going to need a data source so while you have Data Connections selected on the left, click the Create tab at the top and click Data Source.
10. Leave Analysis Services selected and click OK.
11.Fill out the form like this and click the Save button in the Ribbon. Rename the data source if you want.
Test your Data Source Connection!
12. Now select the PerformancePoint Content item in the tree on the left and click the Create tab. Here you can see the different types of dashboard items and reports you can add.
I’m going to stop here for now. From here you should be able to play around with things and create what you need. We’ll come back to this topic and do some walkthroughs of creating different types of PerformancePoint content in future blog posts.