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Create and deploy Service Manager dashboards

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You can use PerformancePoint Dashboard Designer with Service Manager to create and manage SharePoint dashboards and their elements to measure, monitor, and manage business performance with live data from the Service Manager data warehouse. Dashboards are mechanisms that display hierarchical arrangements of key performance indicators (KPIs).

You can use Dashboard Designer to define multiple filters for a dashboard, such as filters that are defined over time, by geography, or against different KPI destinations. When you publish dashboards to a SharePoint site, end-users can navigate them by using page filters and drill-up and drill-down functionality. You can also use Dashboard Designer to create views and elements, such as scorecard elements, KPIs, data sources, indicators, and reports for use in dashboards.

This section is an example showing how you can create a PerformancePoint Services dashboard using the Analysis Services ServiceManager WorkItems Cube. This involves creating a data source for the cube and then creating a scorecard and creating a resolved incidents KPI. Then, you can create an example single-page dashboard using a filter, a scorecard, and a report. Finally, you complete the example by exploring the deployed dashboard and its interactive features. You must have Microsoft SharePoint Designer 2010 installed to complete the examples in the following articles.

Important

You must have the Enterprise edition of SharePoint Designer 2010 to create SharePoint PerformancePoint dashboards. For more information about upgrading to the Enterprise edition, see Upgrade from a SharePoint Server 2010 Standard CAL to an Enterprise CAL.

For more information about PerformancePoint Dashboard Designer, see PerformancePoint Dashboard Designer.

Configure SharePoint infrastructure for dashboards

Before you can create and deploy dashboards for use on the Self-Service Portal in Service Manager, you must configure Microsoft SharePoint 2010, and then install Dashboard Designer.

To configure SharePoint infrastructure for dashboards, do the following:

  1. Open your web browser, navigate to your top-level site in SharePoint 2010, select Site Actions, and select Site Settings.

  2. Under Site Collection Administration, select Site collection features. On the Features page, select Activate next to SharePoint Server Publishing Infrastructure and PerformancePoint Services Site Features.

  3. Enable the new features at the parent Site level by opening the site that you want to be the parent of your Business Intelligence site. Then, under Site Actions, select Site Settings. Under Site Actions, select Manage site features. Select Activate next to SharePoint Server Publishing Infrastructure and PerformancePoint Services Site Features.

  4. Next, add a Business Intelligence Center site by opening the site that you want to be the parent of the new site. Select Site Actions, and select New Site. On the New SharePoint Site page, select the Business Intelligence Center site template, enter a title and a URL name, and select Create.

  5. As an option, you can create the Business Intelligence Center Site under the Service Manager Self-Service Portal Site. To do this, apply the SMPortalTheme: select Site Actions, select Site Settings, and then under Look and Feel, select Site theme. Select Specify a theme, select SMPortalTheme, and select Apply.

  6. Next, configure the PerformancePoint Unattended Service Account by opening the SharePoint Central Administration page. Then, under Application Management, select Manage service applications. Select PerformancePoint Service Application, and select PerformancePoint Service Application Settings. Enter your credentials in the Secure Store and Unattended Service Account area, and select OK.

  7. If an error message appears that says The Unattended Service Account can't be set for the service application, you can resolve this problem by doing the following:

    1. Navigate to the SharePoint 2012 Central Administration page, and then under Application Management, select Manage service applications.

    2. Select Secure Store Service, and select Generate New Key.

    3. Enter a pass phrase, and select OK.

  8. On the new Business Intelligence Center site page that you created, move your mouse over the Monitor Key Performance area of the page, and select Start using PerformancePoint Services.

  9. If an error message appears that says An error occurred during the processing of <FolderPath>/<PageName>.aspx. Code blocks are not allowed in this file, you can resolve this problem by inserting the following information into the Web.config file between the PageParserPaths tags of your SharePoint site:

    <PageParserPaths>  
<PageParserPath VirtualPath="<FolderPath>/<PageName>.aspx" CompilationMode="Always" AllowServerSideScript="true"/>  
</PageParserPaths>

  10. On the new page, select Run Dashboard Designer, and then in the Application Run - Security Warning dialog, select Run to install PerformancePoint Dashboard Designer. Later, you can start Dashboard Designer from the Start menu.

Create a data source for Dashboard Designer

You can use the following information to create a new data source in Service Manager and save it using Dashboard Designer.

The workspace is an XML document that defines the PerformancePoint item definitions for a particular project. The saved workspace items are stored in SharePoint lists and libraries. You can add existing stored items to a workspace based on the project requirements.

To create a data source for Dashboard Designer, do the following:

  1. Open PerformancePoint Dashboard Designer, and in the Workspace Browser, select Data Connections.

  2. Select the Create tab, and select Data Source.

  3. In the Select a Data Source Template dialog, select Analysis Services, and select OK.

  4. In the New Data Source pane, ensure that the Editor tab is selected, and enter the information for the connection settings for the data source using the examples in the following table.

    Property Value
    Server <YourServerName>
    Database DWASDataBase
    Cube ServiceManager WorkItems Cube

  5. To save the data source, in the Workspace Browser pane, right-click the new data source, and select Save. As an option, you can rename the data source.

  6. To save the workspace, select Save As, and save the Dashboard Designer Workspace in the folder that you want.

Build the Resolved Incidents scorecard

Before you can use a scorecard in a dashboard in Service Manager, you must create the scorecard. Use the following procedure to use a wizard to create an example scorecard called Resolved Incidents Scorecard. The wizard also creates key performance indicators (KPIs) from the SystemCenterWorkItemsCube data source.

To build the Resolved Incidents Scorecard, do the following:

  1. Open Dashboard Designer, connect to the server that hosts the DWASDataBase, and then select Service Manager WorkItems Cube. Or, if you've previously saved a designer workspace file that contains the connection information, open the file.

  2. On the Home tab, select Add Lists. In the Add Lists box, select PerformancePoint Content, and select OK.

  3. To add a scorecard to the workspace, in the Workspace Browser, right-click the PerformancePoint Content list, point to New, and select Scorecard.

  4. In the Select a Scorecard Template window, in the Category tree, ensure that Microsoft is selected. In the Template list, select Analysis Services, and then select OK.

  5. In the Create an Analysis Services Scorecard Wizard, on the Select a data source page, select the SystemCenterWorkItemsCube data source, and select Next.

    Note

    When you use the wizard to create a scorecard based on an Analysis Services data source, there are two options that enable the creation of KPIs. You can use the first option to create KPIs based on the measures of the cube. You can use the second option to import KPIs from the cube, if the cube contains KPIs.

  6. On the Select a KPI Source page, select Create KPIs from Analysis Services measures, and select Next.

  7. On the Select KPIs to Import page, select Add KPI and then in the new row, enter Resolved Incidents KPI for the name.

  8. Select Incidents Resolved Count under Actual.

  9. Select Increasing is Better under Band Method.

  10. Select Incidents Opened under Targets, and select Next.

  11. On the Add Measure Filters page, select Next.

  12. On the Add Member Columns page, select Next.

  13. On the Locations page, select Finish.

  14. Notice that the KPI and scorecard are added to the workspace and that the scorecard opens in the design pane. In the Workspace Browser, modify the name of the new scorecard to Resolved Incidents Scorecard, and then press Enter.

  15. Save the information in Designer Workspace.

Configure the KPI

Use the following procedures to configure the key performance indicators (KPIs) that you created in the How to Build the Resolved Incidents Scorecard section. You will later use this information in a PerformancePoint dashboard.

In the first procedure, you configure the Resolved Incidents KPI number formats and threshold values. In the second procedure, you configure the Resolved Incidents Scorecard and add the Incident Classification hierarchy to allow browsing of the KPI by the hierarchy members. In addition, you will format the scorecard. In the dashboard, the selection of members of the Incident Classification hierarchy will filter a report.

To configure the KPI, do the following:

  1. Using Dashboard Designer, open the file you saved previously that contains the Incident Resolved Scorecard.

  2. In the Workspace Browser, select Resolved Incidents KPI.

  3. To configure the thresholds for the Target metric, select the Target metric.

  4. In the Thresholds section, modify the value for Threshold 2 to 50%, and the value for Threshold 1 to 25%.

  5. In the Thresholds section, modify the value for Best to 100%.

  6. To save the KPI, in the Workspace Browser, right-click Resolved Incidents KPI, and select Save.

Configure the Resolved Incidents KPI

  1. In the Workspace Browser, select the scorecard named Resolved Incidents Scorecard.

  2. To refresh the scorecard with the updated KPI definition, on the Edit ribbon tab, inside the View group, select Update.

  3. To add the Incident Classification hierarchy to the scorecard rows, in the Details pane, expand Dimensions, expand the IncidentDim_IncidentClassification dimension, and then drag IncidentClassificationValue onto the Incident scorecard cell.

  4. In the Select Members dialog, expand the All member list, select all the values other than the empty value, and select OK.

  5. To refresh the scorecard, on the Edit ribbon tab, inside the View group, select Update.

Create the Incidents by Analyst report

Use the following procedure to create an Analytic Grid report named Incidents by Analyst:

  1. Open Dashboard Designer, connect to the server that hosts the DWASDataBase, and select Service Manager WorkItems Cube. Or, if you've previously saved a designer workspace file that contains the connection information, open that file.

  2. In the Workspace Browser, right-click the PerformancePoint Content list, select New, and select Report.

  3. In the Select a Report Template dialog, select the Analytic Grid template, and select OK.

  4. In the Create an Analytic Grid Report wizard, on the Select a Data Source page, select the SystemCenterWorkItems data source, and select Finish.

  5. In the Workspace Browser, modify the name of the report to Incidents by Analyst, and then press Enter.

  6. To configure the report, in the Details pane, expand Dimensions, expand the AssignedToUserDim dimension, and then drag the User Name attribute into the Rows drop zone.

  7. To configure the hierarchy member selection, in the Rows drop zone, select the down arrow to the right of the AssignedToUserDim hierarchy to open the Select Members dialog.

  8. In the Select Members dialog, right-click All members member, point to Autoselect Members, select Select "User Name", and select OK.

  9. In the Details pane, expand Measures, and then drag the IncidentDimCount and Incidents Resolved Count measures into the Columns drop zone.

  10. Right-click the Incidents Resolved Count column heading, point to Sort, and select Smallest to Largest.

  11. Right-click anywhere in table, point to Filter, and select Filter Empty Rows.

  12. In the Details pane, expand Dimensions, expand the IncidentDim_IncidentClassification dimension, and then drag IncidentClassificationValue into the Background drop zone.

  13. On the Edit ribbon tab, in the View group, select Settings.

  14. In the View Settings window, select Show Information Bar, and select OK.

  15. In the design pane, select the Query tab, and then review the MDX expression that was created automatically to support the report design.

  16. To save the report, in the Workspace Browser, right-click the Incidents by Analyst report, and select Save.

Create the Resolved Incidents dashboard

Use the following procedure to create and assemble the Resolved Incidents Dashboard. This involves the Resolved Incidents Scorecard and the Incidents by Analyst report. You will then create connections to pass values between the dashboard items.

  1. Open Dashboard Designer, connect to the server that hosts the DWASDataBase, and select Service Manager WorkItems Cube. Or, if you've previously saved a designer workspace file that contains the connection information, open that file.

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

  3. In the Workspace Browser, modify the name of the dashboard to Resolved Incidents Dashboard, and then press Enter.

  4. To add the Resolved Incidents Scorecard to the dashboard, in the Details pane, expand Scorecards, expand the PerformancePoint Content list, and then drag the Resolved Incidents Scorecard into the Left Column zone.

  5. To add the Incidents by Analyst report to the dashboard, in the Details pane, expand Reports, expand the PerformancePoint Content list, and then drag the Incidents by Analyst report into the Right Column zone.

  6. To create the connection between the scorecard and the report, in the Right Column zone, select Incidents by Analyst.

  7. On the Edit ribbon tab, select Create Connection.

  8. In the Connection dialog, in the Get Values From list, select Left Column - (1) Resolved Incidents Scorecard.

  9. Select the Values tab, and in Connect To, select the Incident Classification IncidentClassificationValue hierarchy.

  10. In the Source Value list, select Member Row: Member Unique Name, and select OK.

  11. Save the dashboard and the workspace.

Deploy the Resolved Incidents dashboard

Use the following procedure to deploy the Resolved Incidents Dashboard to the SharePoint Dashboards library.

In this procedure, you deploy the Resolved Incidents Dashboard to the SharePoint Dashboards library using the selected master page. Each dashboard is published as a folder that consists of a web page for each page in the dashboard.

After you deploy the dashboard, you can select values in the Resolved Incidents Scorecard to show information that applies only to that classification. For example, if you select an E-Mail Problems value, only incidents with the E-Mail Problems classification appear in the scorecard portion of the report.

  1. Open Dashboard Designer, connect to the server that hosts the DWASDataBase, and then select Service Manager WorkItems Cube. Or, if you've previously saved a designer workspace file that contains the connection information, open that file.

  2. In the Workspace Browser, right-click the Resolved Incidents Dashboard, and then select Deploy to SharePoint.

  3. In the Deploy To dialog, notice the selection of the Dashboards library.

  4. In the Master Page list, select Minimal, and select OK.

  5. Internet Explorer starts and opens the first dashboard page.

Next steps