Using PerformancePoint Services - Business Intelligence in Microsoft SharePoint 2013 - page 237

Design your KPIs and Scorecards (already done) 1.

Create a data source 2.

Create a set of KPIs 3.

Create dashboard items (report, scorecard) 4.

5. Create filters to control what data is included

Create reports with which the user can perform analysis on the underlying data 6.

7. Assemble the dashboard pages

Preview, test, and deploy the dashboard 8.

You can use the procedure in this section to create some data sources for use in your dashboard.

Note Security information for Excel Services is saved in the Trusted Data Connection
library.

Important External data sources must reside in the same domain as the SharePoint Server
2013 farm, or authentication will fail. For more information about planning for external
data sources, see “Planning considerations for services that access external data sources” at
http://technet.microsoft.com/en-us/library/cc560988.aspx#ConsiderationsForAccessingExtern
alData .

Tip Select your authentication method before you type in the server and specify the
database.

You must have a data source before you can create PerformancePoint content.

Although the procedure begins on the Create tab, you can also create a PerformancePoint data
source from the Data Connections library on the Documents tab. Either way, Dashboard Designer
and the Select A Data Source Template open so that you can create the data source.

In Dashboard Designer, in the Workspace Browser pane, right-click Data Connections
and then, on the shortcut menu that appears, click New Data Source, as demonstrated in
Figure 8-18.

1.