Create dashboard with list in SharePoint 2010

Create dashboard with list in SharePoint 2010

In Continuation with my previous posts on how to create a dashboard and a KPI and about various data sources for dashboard, in this post I will add the steps to create a Dashboard with SharePoint List as a Datasource Important things to remember - 1. The data from the SharePoint lists can only be read by using PerformancePoint Services; any editing of the data must be done from SharePoint Server. 2. You can connect to any kind of SharePoint list. Steps to create a SharePoint list datasource are : 1. Right-Click the Data Connections folder in the Workspace Browser, and then select New ➪ Data Source. 2. In the Category pane of the Select a Data Source Template dialog box, click Tabular List and then click SharePoint list. Click OK. 3. In the left navigation pane (workspace browser), type a name for your data source. 4. In the center pane, click the Editor tab. In the Data Source Settings section, select the method on which to authenticate to the data source. 5. In the Cache Lifetime drop-down list, type the refresh rate (in minutes) for the cache. Data from this data source will update at this interval. 6. In the Connection Settings section, type the URL to the SharePoint site. 7. In the SharePoint Site List drop-down, select a List collection. 8. In the List drop-down list, select the desired SharePoint list from the collection. 9. Click Test Data Source to confirm that the connection is configured correctly.

Datasources for Creating Dashboards

Datasources for Creating Dashboards

ome notes on various Datasources that would be used while creating dashboards. In PerformancePoint Services you must create a connection to the data source or sources you want to use in your dashboard. All data used in PerformancePoint Services is external data, living in data repositories outside of PerformancePoint. After you establish a data connection, you will be able to use the data in the various PerformancePoint feature areas. Lets the types of Databases that you can use and there fetaure 1. SharePoint Lists – Data contained in a SharePoint List on a SharePoint Site can be used in PerformancePoint Services by creating a SharePoint List data source in Dashboard Designer. Please Note that the data from SharePoint Lists can only be read. Modification to SharePoint List data must be done from SharePoint. See how to create a SharePoint List datasource Create dashboard with SharePoint List 2. Excel Services – Data in Excel files published to Excel Services on a SharePoint Site can be used in PerformancePoint Services by creating an Excel Services data source. Supported published data can only be read in PerformancePoint Services. Published parameter values can be modified from the Dashboard Designer. If you use an Excel Services parameter in calculating a KPI, it is easy to make additional changes. PerformancePoint Servicessupports the following Excel Services components: Named Ranges, Tables and Parameters. 3. Excel workbooks – You may use the content of an actual Excel file as a data source in PerformancePoint ServicesPerformancePoint Service by creating an Excel Workbook data source connection and select only the data that is to be used. The original Excel file will be independent from the PerformancePoint copy. PerformancePoint Services 2010 supports Excel 2007 and Excel 2010 workbooks as data sources. 4. SQL Server tables – You can create a data source connection to a SQL Server database and use the data within PerformancePoint Services. SQL tables and SQL views are supported data sources within PerformancePoint Services.

Sharepoint 2010 create dashboard with SQL datasource

Sharepoint 2010 create dashboard with SQL datasource

Adding another post in a series of posts about creating dashboards and using various datasources in Sharepoint 2010. In this post however, we will learn how to create a data source connection for SQL server table for your dashboard. Read the Tutorials first Creating dashboards in Sharepoint 2010 – Tutorial Create Dashboard Steps Datasources for Creating Dashboards Please Note : PerformancePoint Services accesses external data sources by using a delegated Windows identity. Consequently, external data sources must reside within the same domain as the SharePoint Server 2010 farm. If external data sources do not reside within the same domain, authentication to the external data sources will fail. To Create a SQL Server table data source connection 1. Launch Dashboard Designer. 2. Click the Create tab, and then click Data Source. 3. In the Category pane of the Select a Data Source Template dialog box, click Tabular List and then click SQL Server table. Click OK. 4. In the left navigation pane (workspace browser), type in a name for your data source. 5. In the center pane, click the Editor tab. In the Data Source Settings section, select the method by which to authenticate to the data source. 6. In Refresh Interval, specify the duration (in minutes) before data is refreshed from the source. 7. In the Connection Settings section, select the method by which to connect to the data source. To use a standard connection: 1. Select Use standard connection 2. Type the full path for the server to which you want to connect. This populates the options in the database list. 3. In the Database box, select a database name. To use a specific connection string: 1. Select Use the following connection. 2. Type a connection string with the full path of the server and database to which you want to connect. 3. In the Table drop-down list, select the specific table that you want to use. 8. Click Test Data Source to confirm that the connection is configured correctly.