Lab Environment - Web viewNotice that the KPI and scorecard are added to the workspace, and that...

Lab 03A – Creating a PerformancePoint DashboardHands-on-Lab

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About the AuthorAuthor: Peter MyersBio: Peter Myers has been working in Information Technology since

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Specializing in Microsoft Business Intelligence, Peter provides mentoring, technical training and course content authoring for SQL Server and Office. Specifically he works with Integration Services, Analysis Services (cubes and data mining), Reporting Services, Excel, PowerPivot and SharePoint BI.

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Table of Contents

Lab Environment................................................................................................................................................................ 1

Lab Overview........................................................................................................................................................................2

Exercise 1: Creating the Data Source.........................................................................................................................5

Exercise 2: Creating the KPI and Scorecard.........................................................................................................11

Exercise 3: Creating the Reports...............................................................................................................................19

Exercise 4: Assembling the Dashboard..................................................................................................................24

Exercise 5: Browsing the Dashboard......................................................................................................................32

Appendix.............................................................................................................................................................................. 41


Lab 03A – Creating a PerformancePoint Dashboard- Appendix

Lab EnvironmentDuring this lab you will work in a simulated environment with the following computer and prerequisite databases.

Computers and virtual machines used in this lab

Icon Computer Name Description

DEMO2010A

This computer is configured as a stand-alone server running Windows Server 2008 R2 with SQL Server 2008 R2 and SharePoint 2010 Enterprise. The Microsoft Office suite, including Visio, and the SQL Server PowerPivot Add-ins for Excel and SharePoint have also been installed.

Logon Credentials

The lab environment might require you to logon to the Hands-on-Lab environment using the following credentials, unless specified differently throughout the lab manual.

Username PasswordCONTOSO\Administrator pass@word1

AdventureWorks Databases

The AdventureWorks sample databases are a set of databases that are available for Microsoft SQL Server 2005, 2008 and 2008 R2. This lab is based on the 2008 R2 samples, and specifically uses the AdventureWorksDW2008R2 relational database.

The sample databases can be downloaded from http://msftdbprodsamples.codeplex.com.

Sales Analysis Database

The Sales Analysis database is an Analysis Services database includes a single cube named Reseller Sales and has been created specifically for this lab. The source data for this cube and its dimensions is based on the AdventureWorksDW2008R2 sample relational database.

1 Microsoft Confidential - For Internal Use Only

http://msftdbprodsamples.codeplex.com/

Lab 03A – Creating a PerformancePoint Dashboard- Exercise 5: Browsing the Dashboard

Lab OverviewAbstract

In this lab, you will assemble and deploy a PerformancePoint Services dashboard. You will commence by creating a data source to connect to the Reseller Sales Analysis Services cube. You will then import the Sales Performance Key Performance Indicator (KPI) from the cube, and create a scorecard named US Sales Performance that will support monitoring the KPI by fiscal quarter and sales region.

You will then create three reports to support the analysis of the company sales. The first report named US Salespeople Details will be created using the Analytic Grid report template. It will support an interactive browser experience to analyze sales region and salespeople sales. Two additional reports, named US Product Sales and US Region Quarter Sales will enable the embedding of Excel Services reports, in fact the two reports created and published in Lab02A (there is no requirement that you have completed this lab first).

Next, a filter will be created to support filtering the dashboard by fiscal year. A three-page dashboard named US Sales Monitoring will be assembled using this filter, the scorecard and three reports.

Finally, you will explore the dashboard and its interactive capabilities.

Remarkably, the entire dashboard and its components will be created without the need to produce any programming code or database queries.

Learning Objectives

After completing the exercises in this lab, you will be able to:

Create a PerformancePoint Services data source based on an Analysis Services cube

Use the Scorecard Wizard to import an Analysis Services KPI

Create a PerformancePoint Services scorecard that includes dynamic hierarchies on the axes

Create an PerformancePoint Services Analytic Grid report

Create an PerformancePoint Services Excel Services report

Create a PerformancePoint Services filter

Assemble and deploy a multi-page PerformancePoint Services dashboard

Browse and interact with the deployed dashboard





The completed dashboard’s first page will look like the following.

Estimated time to complete this lab: 30 minutes



Exercise 1: Creating the Data SourceScenarioIn this exercise you will create and save a PerformancePoint Services data source that will allow connecting to the Reseller Sales cube in the Sales Analysis Analysis Services database. You will then approve the data source in the SharePoint Data Connection library so that it will become visible to all users.

The data source will be used in the lab exercises when creating a scorecard, importing a KPI, creating an Analytic Grid report and a filter.

All exercises in this lab are completed using the DEMO2010A computer.

Task Detailed Steps

Complete these steps by connecting to the computer DEMO2010A.

Create the Reseller Sales Data Source

1. To open Internet Explorer, click the Start button, and then select All Programs | Internet Explorer.

2. To open the AdventureWorksBI site home page for this lab, on the toolbark, click the Favorites button, and then select the AdventureWorksBI Lab03A favorite.

Note: The site content represents an accumulation of all previous labs in this course.

3. In the Quick Launch menu (located on the left side), select Data Connections.

4. On the Library Tools Documents ribbon tab, click the New Document dropdown, and then select PerformancePoint Data Source.



Task Detailed Steps

5. When the Application Run – Security Warning window opens, click Run to authorize the download and installation of Dashboard Designer.

Note: If Dashboard Designer has already been installed you will not receive this warning and prompt.

6. When Dashboard Designer opens, and the Select a Data Source Template window opens, ensure the Analysis Services template is selected, and then click OK.



Task Detailed Steps

7. In the Workspace Browser (located on the left), modify the name of

the data source to Reseller Sales, and then press Enter.

8. In the design pane (the large, middle pane), ensure that the Editor tab is selected, and then complete the configuration of the data source based on the following.

Property Value

Server DEMO2010A

Database Sales Analysis

Cube Reseller Sales

9. To save the data source, in the Workspace Browser, right-click the



Task Detailed StepsReseller Sales data source, and then select Save.

10. To save the workspace file, click the File button (located at the top, left corner), and then select Save Workspace As.

Note: The workspace is an XML document that defines the PerformancePoint item definitions for a project. The workspace items, when saved, are stored in SharePoint lists and libraries. Existing items stored in SharePoint can be added to a workspace based on the project requirements.

11. In the Save As window, navigate to the C:\CourseFiles\SharePointBI\Labs\Lab03A folder, then in the File Name box, enter



Task Detailed StepsUS Reseller Sales, and then click Save.

Approve the Reseller Sales Data Source

1. Switch to the Internet Explorer window.2. On the Quick Launch menu, select Data Connections.3. In the Data Connections library, notice that the Reseller Sales

PerformancePoint Data Source file has an approval status of Pending.

Note: This library has been configured to require content approval.

4. Hover over the Reseller Sales PerformancePoint Data Source file, click the dropdown arrow, and then select Approve/Reject.

5. In the Approve/Reject window, select Approved, and then click OK.

.



Task Detailed Steps



Exercise 2: Creating the KPI and ScorecardScenarioIn this exercise you will you will create the US Sales Performance scorecard using the Scorecard Wizard, which will also import the Sales Performance KPI from the Reseller Sales data source(cube).

Once imported, you will refine the Sales Performance KPI by formatting the metric numbers, and setting the threshold values.

Next, you will configure the US Sales Performance scorecard. This will involve adding the Fiscal Quarter of Year hierarchy members to the scorecard columns and the Salespeople hierarchy members to the scorecard rows to allow browsing the KPI by the hierarchy members. Finally, you will format the scorecard. In the dashboard, the selection of a row member will filter a report. You will format the row hierarchy members to appear as hyperlinks to provide a visual clue that this functionality is available.

The completed scorecard will look like the following. Take care not to interpret the values and status of the KPIs as the scorecard is not yet filtered by a particular time period. The scorecard will be filtered once it is embedded into a dashboard page.

Task Detailed StepsCreate a Scorecard

1. Switch to Dashboard Designer.2. To add the PerformancePoint Content list to the workspace, on the

Home ribbon tab, inside the Workspace group, click Add Lists.

3. In the Add Lists window, select the PerformancePoint Content list, and then click OK.

4. To add a scorecard, in the Workspace Browser, right-click the PerformancePoint Content list, and then select New | Scorecard.



Task Detailed Steps

5. In the Select a Scorecard Template window, ensure the Analysis Services template is selected, and then click OK.

6. In the Create an Analysis Services Scorecard wizard, in the Select a Data Source step, ensure the Reseller Sales data source is selected, and then click Next.

7. In the Select a KPI Source step, select the Import SQL Server Analysis Services KPIs option, and then click Next.

8. In the Select KPIs to Import step, select the Sales Performance KPI, and then click Next.

9. In the Add Measure Filters step, click Next.10. In the Add Member Columns step, click Next.11. In the Locations step, click Finish.12. Notice that the KPI and scorecard are added to the workspace, and that

the scorecard opens in the design pane.13. In the Workspace Browser, modify the name of the scorecard to

US Sales Performance, and then press Enter.



Task Detailed Steps

Configure the Sales Performance KPI

1. In the Workspace Browser, select the Sales Performance KPI.2. To configure the Value metric’s number format, in the design pane,

click the link in the Value metric’s Number column.

3. In the Format Numbers window, in the Format dropdown list, select Number, and then click OK.

4. To similarly format the Goal and Status metric’s number format, repeat the last two steps of this task for the Goal and Status metric.

5. To configure the thresholds for the Goal and Status metric, ensure the Goal and Status metric is selected.

6. In the Thresholds section, modify the value for Threshold 2 to 1, and the value for Threshold 1 to 0.



Task Detailed Steps

Note: You may need to select a different metric, for example the Value metric, and then re-select the Goal and Status metric to ensure the thresholds diagram updates correctly.

The threshold values of 1, 0 and -1 relate to the values that the cube developer used when developing the KPI.

7. To save the KPI, in the Workspace Browser, right-click the Sales Performance KPI, and then select Save.

Configure the US Sales Performance Scorecard

1. In the Workspace Browser, select the US Sales Performance scorecard.

2. In the design pane, to remove the Value column, right-click the column guide above the Value cell, and then select Delete.

3. Repeat the last step to remove the Trend column also.4. To modify the Goal and Status metric settings, right-click the Goal and

Status cell, and then select Metric Settings.5. In the Target Settings window, modify the following properties, and

then click OK.

Property Value

Target Name Sales

Data Value Actual

Additional Data Value No Value

6. To add the Fiscal Quarter of Year hierarchy to the scorecard columns, in the Details pane (located on the right), expand Dimensions, expand the Date dimension, and then drag the Fiscal Quarter of Year hierarchy onto the Sales scorecard cell.



Task Detailed Steps

7. In the Select Members window, right-click the All member, and then select Autoselect Members | Select Children, and then click OK.

8. To align the column values to the right, right-click the second header guide, and then on the context menu, select Align Text Right.

9. To refresh the scorecard data, on the Edit ribbon tab, inside the View group, click Update.

10. To emphasize the fiscal quarter header text, right-click any fiscal quarter cell, and then on the context menu, select Bold.

11. To add the Salesperson hierarchy to the scorecard rows, in the Details pane, drag the Salesperson onto the Sales Performance scorecard cell. Be sure the release the drag action when the blue arrow is visible on the right (indicating that the hierarchy will be added as the last child).



Task Detailed Steps

12. In the Select Members window, expand the All member, expand the North America member, select and right-click the United States member, select Autoselect Members | Select All Descendants, and then click OK.

13. To refresh the scorecard data, on the Edit ribbon tab, inside the View group, click Update.

14. To format the Salesperson hierarchy members, select any hierarchy member in the first column (this will select the entire hierarchy), and then in the Edit ribbon, inside the Font group, click Underline, and then click Font Color.

15. In the color palette, select More Colors.16. In the Color window, select Blue, and then click OK.



Task Detailed Steps

17. To turn on the scorecard toolbar, on the Edit ribbon tab, inside the View group, click Settings.

18. In the View Settings window, select the Toolbar page.19. Select the Show Scorecard Toolbar checkbox, and then deselect the

three rollup checkboxes, and then click OK.

Note: The KPI used in the scorecard does not support the scorecard rollup capabilities.

20. The scorecard should look like the following.

Note: Take care not to interpret the values and status as the scorecard is not being filtered by a particular time period. The scorecard will be filtered once it is embedded into a dashboard page.



Task Detailed Steps

21.To save the scorecard, in the Workspace Browser, right-click the US Sales Performance scorecard, and then select Save.



Exercise 3: Creating the ReportsScenarioIn this exercise you will create three reports. All reports will support the passing in of a fiscal year value, and when embedded into the dashboard, a filter will pass in the user-selected fiscal year.

The first report will be an Analytic Grid report named US Salespeople Details . When added to the dashboard in the next exercise, a connection will be added to pass the user-selected row member from the scorecard to filter the report. This way it will directly support the analysis of the KPI data presented in the US Sales Performance scorecard.

Two additional reports, named US Product Sales and US Region Quarter Sales , will be based on the Excel Services template. Each report will reference a pre-published Excel workbook that contains the reports. This is in fact the workbook created in Lab02 (there is no requirement that you have completed this lab first).

Task Detailed StepsCreate an Analytic Grid Report

1. To add an Analytic Grid report into the workspace, in the Workspace Browser, right-click the PerformancePoint Content list, and then select New | Report.

2. In the Select a Report Template window, select the Analytic Grid template, and then click OK.

3. In the Create an Analytic Grid Report Wizard, in the Select a Data Source step, select the Reseller Sales data source, and then click Finish.

4. In the Workspace Browser, modify the name of the new report to US Salespeople Details, and then press Enter.

5. To configure the report, in the details pane, expand Dimensions, and then drag the Salesperson hierarchy into the Rows drop zone.



Task Detailed Steps

6. To configure the hierarchy member selection, inside the Rows drop zone, click the down arrow to the right of the Salesperson Salespeople hierarchy.

7. In the Select Members window, unselect the Default Member (All).8. Expand the All member, expand the North America member, right-

click the United States member, and then select Autoselect Members | Select “Salesperson”, and then click OK.



Task Detailed Steps9. In the Details pane, expand Measures, and then drag the Sales

Amount measure into the Columns drop zone.10. Repeat the last step to add the Sales Amount Quota and Sales

Variance measures also into the Columns drop zone.

Note: The Sales Variance measure values are formatted red because the cube developer defined the calculation to do so.

11. In the Details pane, in Dimensions, expand the Date dimension, and then drag the Fiscal Year hierarchy into the Background drop zone.

Note: The Fiscal Year hierarchy will become the end point into which the dashboard filter can pass its value(s).

12. Verify that the report configuration looks like the following.

13. On the Edit ribbon tab, inside the View group, click Settings.14. In the View Settings window, select the Show Information Bar

checkbox, and then click OK.

15. The report should look like the following.



Task Detailed Steps

16. To save the report, in the Workspace Browser, right-click the US Salespeople Details report, and then select Save.

Create Excel Services Reports

1. To add an Excel Services report to the workspace, in the Workspace Browser, right-click the PerformancePoint Content list, and then select New | Report.

2. In the Select a Report Template window, select the Excel Services template, and then click OK.

3. In the Workspace Browser, modify the name of the new report to US Product Sales, and then press Enter.

4. To configure the report, in the design pane, configure the Report Settings based on the following properties.

Note: The site URL required in this step may be copied from the C:\CourseFiles\SharePointBI\Labs\Lab03A\Assets\Lab03A_Snippets.txt file.

Property Value

SharePoint Site http://intranet.contoso.com/sites/AdventureWorksBI_Lab03A

Document Library Excel Reports



Task Detailed Steps

Excel Workbook US Sales Reports.xlsx

Item Name USProductSales

5. In the Workbook Parameters pane, notice the FiscalYear workbook parameter. A dashboard filter will pass its value to this parameter.

6. To save the report, in the Workspace Browser, right-click the US Product Sales report, and then select Save.

7. Repeat all the steps in this task to add an additional Excel Services report named US Region Quarter Sales, that uses the same Excel workbook, and references the named item USRegionQuarterSales.

8. To save the report, in the Workspace Browser, right-click the US Region Quarter Sales report, and then select Save.



Exercise 4: Assembling the DashboardScenarioIn this exercise you will create and assemble a three-page dashboard named US Sales Monitoring . Each page will include a fiscal year filter to allow user-driven filtering of the embedded scorecard and reports.

The first page, named Sales Performance , will present the US Sales Performance scorecard and the US Salespeople Details report. The second page will present the US Product Sales report, based on an Excel PivotTable. The third page will present the US Region Quarter Sales Excel report.

The completed dashboard’s first page will look like the following.

Task Detailed StepsCreate the Fiscal Year Filter

1. To add a filter to the workspace, in the Workspace Browser, right-click the PerformancePoint Content list, and then select New | Filter.

2. In the Select a Filter Template window, select the Member Selection template, and then click OK.

3. In the Create a Filter Wizard, in the Select a Data Source step, select the Reseller Sales data source, and then click Next.

4. In the Select Members step, click Select Dimension.5. In the Select Dimension window, select the Date.Fiscal Year

hierarchy, and then click OK.

6. In the Create a Filter Wizard, click Select Members.7. In the Select Members window, right-click the All member, select

Autoselect Members | Select “Fiscal Year”, and then click OK.



Task Detailed Steps

8. In the Create a Filter Wizard, click Next.9. In the Select Display Method step, ensure List is selected, and then

click Finish.10. In the Workspace Browser, modify the name of the new filter to

Fiscal Year, and then press Enter.11. To save the filter, in the Workspace Browser, right-click the

Fiscal Year filter, and then select Save.

Create the Dashboard

1. To add a dashboard to the workspace, in the Workspace Browser, right-click the PerformancePoint Content list, and then select New | Dashboard.

2. In the Select a Dashboard Page Template window, select the Header, 2 Columns template, and then click OK.

3. In the Workspace Browser, modify the name of the new dashboard to US Sales Monitoring, and then press Enter.

4. To rename the dashboard page, in the design pane, inside the Pages pane, rename the page to Sales Performance.

5. To add the Fiscal Year filter to the dashboard, in the Details pane, expand Filters, expand the PerformancePoint Content list, and then drag the Fiscal Year filter into the Header zone.



Task Detailed Steps

6. To add the US Sales Performance scorecard to the dashboard, in the Details pane, expand Scorecards, expand the PerformancePoint Content list, and then drag the US Sales Performance scorecard into the Left Column zone.

7. To add the US Salespeople Details report to the dashboard, in the Details pane, expand Reports, expand the PerformancePoint Content list, and then drag the US Salespeople Details report into the Right Column zone.

8. To create the connection between the filter and the scorecard, inside the Left Column zone, select the US Sales Performance item.

9. On the Edit ribbon tab, click Create Connection.

10. In the Connection window, in the Get Values From dropdown list, select Header – (1) Fiscal Year.



Task Detailed Steps11. Select the Values tab, then in the Source Value dropdown list, select

Member Unique Name, and then click OK.

12. To create the connection between the filter and the report, inside the Right Column zone, select the US Salespeople Details item.

13. On the Edit ribbon tab, click Create Connection.14. In the Connection window, in the Get Values From dropdown list,

select Header – (1) Fiscal Year.15. Select the Values tab, then in the Connect To dropdown list, ensure

that the Date Fiscal Year hierarchy is selected.

Note: The available connection hierarchies consist of the hierarchies added to the Rows, Columns and Background drop zones of the Analytic Grid report.

16. In the Source Value dropdown list, select Member Unique Name, and then click OK.

17. To create the connection between the scorecard and the report, inside the Right Column zone, select the US Salespeople Details item.

18. On the Edit ribbon tab, click Create Connection.19. In the Connection window, in the Get Values From dropdown list,

select Left Column – (1) US Sales Performance.20. Select the Values tab, then in the Connect To dropdown list, select the

Salesperson Salespeople hierarchy.21. In the Source Value dropdown list, select Member Row: Member

Unique Name, and then click OK.

Note: This connection will pass the select member on the scorecard rows to the report.

Add Additional Dashboard Pages

1. In the design pane, in the Pages pane, click New Page.



Task Detailed Steps

2. In the Select a Dashboard Page Template window, select the 2 Rows template, and then click OK.

3. In the Pages pane, rename the new page to Product Sales.4. Right-click inside the Top Row zone, and then select Zone Settings.5. In the Zone Settings window, select the Size tab, in the Height group,

in the box, modify the value to 10, and then click OK.

6. From the Details pane, drag the Fiscal Year filter into the Top Row zone.

7. From the Details pane, drag the US Product Sales report into the Bottom Row zone.

8. To create the connection between the filter and the report, inside the Bottom Row zone, select the US Product Sales item.



Task Detailed Steps9. On the Edit ribbon tab, click Create Connection.10. In the Connection window, in the Get Values From dropdown list,

select Top Row – (1) Fiscal Year.11. Select the Values tab, configure the following properties, and then click

OK.

Property Value

Connect To FiscalYear

Source Value Member Unique Name

12. Repeat all the steps in this task to add an additional dashboard page named Region Quarter Sales based on the 2 Rows page template, and embed the US Region Quarter Sales report.

13. To save the dashboard, in the Workspace Browser, right-click the US Sales Monitoring dashboard, and then select Save.

Deploy the Dashboard to SharePoint

1. In the Workspace Browser, right-click the US Sales Monitoring dashboard, and then select Deploy to SharePoint.

2. In the Deploy To window, notice that the Dashboards library is selected, ensure that the Include Page List for Navigation checkbox is selected, and then click OK.



Task Detailed Steps

3. When the Internet Explorer window opens, maximize the window.4. To correct the page layout, in Internet Explorer, refresh the Web page.



Exercise 5: Browsing the DashboardScenarioIn this exercise you will browse and interact with the US Sales Monitoring dashboard. You will modify the filter value, filter the scorecard to isolate off target performance, and update the associated Analytic Grid report by selecting a row member on the scorecard to analyze the reasons why performance is off target.

You will then open the Analytic Grid report in a new browser window and interact with its toolbar and context menu. You will add member properties (as defined in the cube), pivot the grid axes, convert the grid to a bar chart, add additional measures, and explore the data using the Decomposition Tree feature.

Finally, you will navigate to the additional dashboard pages and interact with the embedded Excel Services reports.

Task Detailed StepsInteract with the Scorecard

1. To view the dashboard for the 2010 fiscal year, in the Fiscal Year filter (dropdown list), select FY2010.

2. Notice that both the scorecard and report update.3. To isolate the underperforming members, in the

US Sales Performance scorecard toolbar, click Filter by Status, and then select Off Target.

4. Notice that the United States sales performance in the last two fiscal quarters is off target, and that the Northwest region has not met target all year.

5. Click the Northwest member to analyze the reason for the off track performance in the US Salespeople Details report (located on the right).

Interact with the Analytic Grid Report

1. To open the report in a new browser window, hover over the report, click the down arrow in the top right corner, and then select Open in New Window.



Task Detailed Steps

2. In the new Internet Explorer window, notice that the report toolbar is now available, and the Information Bar provides the filter context.

3. To view the individual salespeople, expand the Northwest member.4. To hide the Northwest member, right-click the member, and then

select Remove.5. To view additional salespeople properties, right-click any salesperson,

and then select Show Properties.6. In the Properties window, select Phone, and then click OK.

7. Inside the Phone column, notice the image link to call the salesperson using Microsoft Lync.

Note: This link is not a feature of PerformancePoint Services. The Microsoft Lync 2010 add-in phone number detection feature is enabled in Internet Explorer.

8. To convert the grid to a bar chart, first, right-click any grid cell, and then select Pivot.

9. On the report toolbar, click Bar Chart.



Task Detailed Steps

10. Hover over several bars to reveal the tooltips.

11. Notice that Pamela Ansman-Wolfe is well off target. You will further analyze this salesperson.

12. To return to grid view, on the report toolbar, click Grid.

13. To add additional measures, right-click any cell in the grid, and then select Select Measures.

14. In the Select Measures window, select, in this order, Order Quantity, Gross Profit Margin and Gross Profit Margin Percent, and then click OK.



Task Detailed Steps

15. To open up a drillthrough result, for Pamela Ansman-Wolfe, right-click the Sales Amount cell (746,064), and then select Show Details.

16. In the Details window, notice the drillthrough data, and the Export to Excel toolbar command.

Note: This is a drillthrough result produced by PerformancePoint Services, and represents sales line granular data obtained from the Reseller Sales cube. The drillthrough result consists of columns automatically determined by PerformancePoint Services.

The Order Line column provides a useful reference back to the source sales system.

17. Close the Details window.18. To open up a cube drillthrough result, for Pamela Ansman-Wolfe,

right-click the Sales Amount cell (746,064), and then select Additional Actions | Drillthrough to Sales Details.

19. In the Details window, notice that there are fewer, and perhaps more



Task Detailed Stepsrelevant, columns.

Note: This is a cube action explicitly defined by the cube developer.

Tip: Drillthrough actions like this are an ideal way of loading detail data for further analysis, perhaps with PowerPivot, in Excel.

20. Close the Details window.21. To further explore the Sales Amount for Pamela Ansman-Wolfe,

right-click the cell, and then select Decomposition Tree.

22. In the Decomposition Tree window, select the root node of the tree (displayed as a blue bar).

Note: This node inherits the context passed from the Analytic Grid report. It represents the 2010 fiscal year sales for Pamela Ansman-Wolfe.

23. Notice the node window that appears and that presents statistics about the selected node. Notice also the functionality to expand to related dimensions. The node window also supports displaying properties for the selected node’s member.

24. In the node window, select the Show Properties tab.25. Notice the properties and values related to the salesperson.26. In the node window, select the Expand To tab, select the Reseller



Task Detailed Stepsdimension, and then in the Geography hierarchy, select the State level.

27. Select the Washington node, and review the statistics in the node window.

28. To reveal the Washington cities, click the expand button.

29. To sort the City level members in descending order, in the City dropdown list (located above), select Smallest to Largest.

30. To explore the product subcategory sales in Bellevue, select the Bellevue node, and then in the node window, select the Product dimension, and then in the Products hierarchy, select the Subcategory level.



Task Detailed Steps

31. To explore the mountain bike products over time, select the Mountain Bikes node, and then in the node window, select the Date dimension, and then in the Fiscal hierarchy, select the Month level.

32. Finally, to further explore the mountain bike sales Pamela Ansman-Wolfe made in Bellevue, in the Month dropdown list, select Grid.

33. In the grid, notice the Information Bar that describes the report’s context.

34. To remove empty cells, right-click any grid cell, and then select Filter | Filter Empty Rows.

35. To understand the profitability of these sales aggregates, right-click any grid cell, and then select Select Measures.

36. In the Select Measures window, select, in this order, Order Quantity, Gross Profit Margin and Gross Profit Margin Percent, and then click OK.

37. To finish up, close the two Internet Explorer windows opened to support the analysis in this task.

View the Excel Reports

1. In the dashboard navigation list, select the Product Sales page.



Task Detailed Steps

Note: The state of Fiscal Year filter is preserved between page navigation.

2. Explore the Excel Services PivotTable report.

Note: This is the first report created in Lab02A.

3. Interact with the column and row hierarchy drilldown, and the Column Labels and Row Labels sort and filter functionality.

4. In the dashboard navigation list, select the Region Quarter Sales page.5. Explore the second Excel Services report.

Note: This is the second report created in Lab02A.

6. Interact with the Category slicer.

Finish Up 1. Close the Internet Explorer window.2. Switch to Dashboard Designer.3. Click the File button, and then select Save All.

4. To close Dashboard Designer, click the File button again, and click Exit Designer.



Task Detailed Steps



Appendix

Labcode Manual Version Last UpdateSharePointBI/Lab03A Version 1 6/29/2011 11:13:00 AM

Lab Notes

Description Details

Virtual Machine Requirements

Virtual Machine Name Details


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