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Steps To Create KPIs in PerformancePoint Services

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. Site Collection and Site features

2. Create Business Intelligence (BI) Site Collection

Central Admin App Management Create Site Collection

If the site created successfully, you can access it – see below.

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3. Start Using Dashboard Designer PerformancePoint Services

3.1. Create an empty project

i. Click on Dashboard PerformancePoint Dashboard Designer

ii. When prompted, click Open.

iii. Dashboard designer will be started

iv. Click Save and provide a name & choose where to save it.

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v. Below is our data in a SharePoint list in another site collection

3.2. Create the connections to the data sources

vi. Right click on Data Connection New Data Source SharePoint List OK

vii. Provide the required details such as site url and list name.

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viii. Under properties tab, provide a meaningful name.

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. Frequently save your work/settings.

3.3. Create KPI

i. Right click on PerformancePoint Content New KPI

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ii. Choose blank KPI

iii. First give a name to the KPI. In our case, we will create a KPI for each subject.

So the name is the subject’s name.

iv. Click on the Data Mappings column of the Actual row.

v. Click on change source

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. Repeat steps iv to ix but this time for the Target row.

xi. Click on the target row and go to Threshold section to configure the scoring

pattern and indicator types.

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xii. Final setting is as below

xiii. Repeat the above steps for each subject/KPI.

3.4. Create Scorecard

i. Right click on PerformancePoint Content New Scorecard

ii. Right click on PerformancePoint Content New Scorecard.

iii. Choose blank scorecard. Give a name (Performance Against Target) and save.

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iv. From Details section (right hand side section), drag and drop the KPI into the

“drop items here” column

And you will get the below

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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3.5. Adding Time Intelligence to Scorecard

i. 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. Repeat ii and iii to add another month. Formula is “Month-1”.

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3.6. Create Dashboard

i. Right click on PerformancePoint Content New Dashboard

ii. Choose Template and click OK

iii. Provide a name for the dashboard and save.

iv. On the Pages section, provide a name. This will be become a link and dashboard

page.

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v. On the Dashboard Content, Drag and drop a scorecard to the column/zone as

shown below and save.

i. Congrats, you have created your Dashboard in SharePoint 2013.

3.7. Publish Dashboard

i. Once done configuring, click Save. Then choose Deploy to SharePoint