To work on PPS firstly install the Dashboard Designer
PerformancePoint Dashboard Designer is a tool that you can use to create dashboards, scorecards, and reports and publish them to a SharePoint site. Dashboard Designer is part of PerformancePoint Services in Microsoft SharePoint Server 2010.
You use PerformancePoint Dashboard Designer to create, edit, and publish dashboards to Microsoft SharePoint Server 2010.
If PerformancePoint Services in Microsoft SharePoint Server 2010 is configured for your organization and you have the necessary permissions, you can install or launch Dashboard Designer. The best way to open Dashboard Designer for the first time is to use your web browser to install it from the Business Intelligence Center.
Important We recommend that you use Internet Explorer to launch Dashboard Designer for the first time. After that, you can launch Dashboard Designer by using the Start menu (Click Start > All Programs > SharePoint > PerformancePoint Dashboard Designer).
• If you are using Mozilla Firefox as your Web browser, make sure that Microsoft .NET Framework Assistant 1.1 is installed on your computer before you attempt to install Dashboard Designer.
• If you are using Safari as your Web browser, make sure to use either Internet Explorer or Firefox to install Dashboard Designer for the first time. Dashboard Designer does not launch from the Business Intelligence Center when you use the Safari browser.
The Business Intelligence Center is a pre-built Web site, or site template, that is optimized to help you manage the working elements of business intelligence (BI) reporting: scorecards, dashboards, data connections, status lists, status indicators, and so on. You can customize a Business Intelligence Center site as much as you like, or you can just start by using its built-in tools.
If you don’t have web application created follow below steps:
1. Firstly create the web application or use the already created web application and create a site collection Template with Business Intelligence Center.
Navigate to Central Administration Manage Application Management [Above Ribbon] New Web Application
After the first steps follow below steps:
If you already have web application created follow below steps:
1. Navigate to Central Administration Create Site Collection
a) Specify the in which Web application you want to create site collection
b) select Template Enterprise Business Intelligence Center
c) Specify the User who has admin rights
2. After that you will find the page (Business Intellengence Center)
Now it’s time to download the designer
3. In the Business Intelligence Center, click a section, such as Monitor Key Performance, Build and Share Reports, or Create Dashboards. Additional information about each area is displayed in the center pane: Click a link that says, “Start using PerformancePoint Services.”
4. The PerformancePoint site template opens. Click Run Dashboard Designer.
5. If you have the necessary permissions assigned to you in SharePoint Server, Dashboard Designer will install and open.
After you have opened Dashboard Designer at least once, you can open it by using additional methods, such as the following:
• Set up a shortcut on your desktop to the SharePoint site that contains your dashboard items. Then, double-click the desktop shortcut to open Dashboard Designer.
• Click Start, and then click All Programs. Locate SharePoint, and then click PerformancePoint Dashboard Designer.
Now Test whether you are able to communicate with Data Source and create the PPS components. Follow below steps:
Try to create new data source and see whether you are able to connect to particular database.
If not you will find error:
Now See whether the services is running on SharePoint
1. Navigate to Central Administration Applications Management [Services Application ] :Manage Services on server
a) See that Performance Point Services and Secure Stored Services should be started.
2. Navigate to Central Administration Applications Management [Services Application ] :Manage Services Application
a) See that Performance Point Services and Secure Stored Services and their proxy account should be started.
b) If No proxy account is there for above to services then need to create it by navigating to above ribbon New Performance Point Service Application or Secure Stored Services Application
c) See that both application services & there proxy account should be started.
3. Navigate to Central Administration Applications Management [Services Application ] :Configure Service Application Association
a) See that your web application should have Performance Point Service & Secure Stored Service Proxy account with default proxy group
Here’s the fix:
4. Navigate to Central Administration Manage Service Applications Click on Secure Store Service
5. Click Generate New Key from the ribbon
6. Type in a pass phrase and click OK
After this below message will appear
There are no Secure Store Target Applications in this Secure Store Service Application. You can create a new Target Application from the Manage Target Applications group in the Edit ribbon group
7. Create a Target application
a) Give ID, Display name, Contact email , target application type- individual
b) Specify the username & password depends on the admin rights
c) Specify the credential that as admin rights to allow access.
8. Go to the Target id and set the credentials
Set the credentials
9. Navigate to Central Administration Manage Service Applications PerformancePoint Service Application Performance Point Service Application Settings
10. Configure the unattended service account
11. Start using Dashboard Designer
12. Test whether the data source should connect to the appropriate database
