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Create a ProClarity Server report by using Dashboard Designer

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Applies to: SharePoint Server 2010 Enterprise

By using PerformancePoint Dashboard Designer, you can create ProClarity Server reports for your dashboards. A ProClarity Server report is a ProClarity view that was published to ProClarity Server.

Examples of ProClarity views include the Perspective View, Decomposition Tree, Performance Map, and analytic charts and grids.

You would typically add a ProClarity report to your dashboard for any of the following reasons:

  • To use reports that have been published to ProClarity Server

  • To use ProClarity views that are not yet available in PerformancePoint Services in Microsoft SharePoint Server 2010

  • To save time and work by using existing report views

Create a reference to a ProClarity Server report

In Dashboard Designer, you do not actually create a ProClarity Server report. Instead, you create a PerformancePoint Web Part to display an existing ProClarity Server report.

When you create a ProClarity Server report, you do it in three stages, as described in the following list:

  1. Create the basic structure of your report

  2. Create the connection to the report

  3. Specify additional configuration options for the report

To create the basic structure of your report

  1. In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.

  2. In the ribbon, click the Create tab.

  3. In the ribbon, in the Reports group, click Other Reports.

    The Select a Report Template dialog box opens.

  4. In the Select a Report Template dialog box, click ProClarity Analytics Server Page, and then click OK.

    The blank report opens for editing in the center pane of the workspace.

  5. In the center pane, click the Properties tab.

  6. In the Name box, type the name that you want to use for the report.

  7. (This step is optional.) To specify a location for the report, click the Display Folder button, and then select or create a folder.

  8. In the Workspace Browser, right-click the report, and then click Save.

  9. Configure the report to display information.

To connect to the report

  1. Begin with the report open for editing in Dashboard Designer. In the center pane, click the Editor tab.

  2. In the Server URL box, specify the Web site address (URL) for the server that hosts the report that you want to use.

    The server name typically takes the form http://<servername>/pas.

  3. Click the Browse button to locate the report that you want to use.

    The PAS Browser dialog box opens.

  4. Use one of the following methods to log on to ProClarity Server. The method that you use depends on whether ProClarity Server is configured to accept integrated or basic authentication.

    • Select the Use Windows Credentials check box if ProClarity Server is configured to accept Integrated Windows authentication.

    • Type your Windows NT user credentials in the User Name, Password, and Domain boxes if ProClarity Server is configured to accept Basic authentication.

    Note

    Contact an IT Administrator if you have questions about how ProClarity Server is configured in your environment.

  5. In the PAS Browser dialog box, click Refresh to update the list of libraries, books, and pages. Browse through the libraries and books, and then select the ProClarity Server Page that you want to use.

  6. Click OK to close the wizard.

    Your report opens in the center pane of the workspace.

  7. In the Workspace Browser, right-click the report, and then click Save.

You can now add the ProClarity Server report to a dashboard or specify configuration options for the report.

To specify configuration options for the report (optional)

  1. Begin with the report open for editing in Dashboard Designer. In the center pane, click the Editor tab.

  2. Use the Configuration Options list to select one of the following:

    Option Description

    ad; (Disable Decomposition Tree)

    This option disables the Decomposition Tree report type.

    When you select this option, dashboard users can view other report types. However, they cannot change the view to the Decomposition Tree.

    In addition, dashboard consumers cannot select a value in the report and then use the Decomposition Tree to analyze the underlying data for that value.

    dd; (Disable Drill to Detail)

    This option disables the Drill to Detail functionality, which is equal to Show Details in scorecards and reports.

    When you select this option, dashboard consumers can explore data and view a higher or lower level of detail for a report value. However, they cannot view the lowest level of detail in the report.

    ad;dd; (Disable Decomposition Tree and Drill to Detail)

    This option disables both the Decomposition Tree and the ability to see the lowest level of detail for a report value.

    When you select this option, dashboard consumers can view some report types. However, they cannot change the view to the Decomposition Tree or view the lowest level of detail in the report.

    st; (All Interaction Disabled)

    This option displays the report as a static image.

    When you select this option, dashboard consumers can only view the report. They cannot change the view or explore data.

  3. In the Workspace Browser, right-click the report, and then click Save.

See Also

Concepts

Create a dashboard page by using Dashboard Designer
Assemble dashboard pages and link items together by using Dashboard Designer