Contents tagged with PerformancePoint

  • Making every site in SharePoint 2010 into a BI Center

    Tags: Visual Studio, SharePoint 2010, PerformancePoint

    The other day I had an interesting and great workshop with a customer about the BI features in SharePoint 2010. SharePoint Insights is one thing that really gets me going - so much great stuff can be unleashed using Excel, Visio and PerformancePoint Services.

    One thing that annoys me with the default settings in SharePoint 2010 is the BI Center. A BI Center does not support the "BI for everyone" mantra - that center only turns numbers and KPI fans on. What you should do is enable BI features on all of your sites; your Intranet home page, your department sites or even on project sites etc. But it isn't as easy as you could imagine. So here's some tips for you all to BI-enable all your sites. Oh wait, don't say to your end-users that you BI-enabled their site - tell them that you have Insight enabled their site instead so you don't scare them off.

    Let's start this little excursion by enabling the PerformancePoint features and Dashboard Designer on an new Site Collection with a top-level site based on a plain ol' Team Site. Of course it is on a SharePoint 2010 Server with Enterprise features installed.

    Enabling basic Insight features

    First of all we need to make sure that the Enterprise features are enabled on your site. If not enable them on the Site Collection or enable them on all Site Collections from Central Administration under Upgrade and Migration.

    Enterprise Features

    Enabling BI-Center features

    So what is so special about the BI-Center. It contains some demo pages using Excel Services, indicators and PerformancePoint content. But most interestingly it contains the special libraries and lists used by PerformancePoint Services to store the PerformancePoint data; the Data Connections Library, the PerformancePoint Content list and the Dashboards library. These lists and libraries cannot be created directly in the web interface, the definitions for these are "hidden" inside the BI-Center site definition. This can easily be solved using PowerShell or by creating our custom Insight enabler feature. PowerShell is great; but building a custom feature allows us to either staple it onto other site definitions or allow the end-user to turn the features on or off.

    Let's create a new feature that adds the necessary lists and libraries. Open Visual Studio and create a new Empty SharePoint Project and to that project we need to add a new feature, scoped to Web. The first thing we need to do is to enable two PerformancePoint features. Since these are hidden ones, activation dependencies is out of question. Let's make it using a Feature Receiver. This feature receiver enables the PPSSiteMaster feature on the current web site and PPSSiteCollectionMaster feature on the Site Collection:

    public const Guid PPSSiteMaster = 
        new Guid("0b07a7f4-8bb8-4ec0-a31b-115732b9584d");
    public const Guid PPSSiteCollectionMaster = 
        new Guid("a1cb5b7f-e5e9-421b-915f-bf519b0760ef");
    public override void FeatureActivated(SPFeatureReceiverProperties properties)
    {
        SPWeb web = properties.Feature.Parent as SPWeb;
        SPSite site = web.Site;
        if (site.Features[PPSSiteCollectionMaster] == null) {
            site.Features.Add(PPSSiteCollectionMaster);
        }
        if (web.Features[PPSSiteMaster] == null) {
            web.Features.Add(PPSSiteMaster);
        }
                
    }

    In the FeatureDeactivated method, these features are removed as well. Of course you can add or check for any other features here that you would like to add, such as the Enterprise Features.

    Insights Enabler

    Next up is to create the libraries and lists. Just add a new Empty Element SPI to the project and the lists as follows:

    <ListInstance Title="$Resources:ppsma,Onet_BICenter_Title"
                  Description="$Resources:ppsma,Onet_BICenter_Description"
                  TemplateType="450"
                  Url="Lists/PerformancePoint Content"
                  FeatureId="481333E1-A246-4d89-AFAB-D18C6FE344CE"
                  QuickLaunchUrl="$Resources:core,lists_Folder;/PerformancePoint Content/AllItems.aspx"
                  OnQuickLaunch="TRUE"/>
    <ListInstance Title="$Resources:ppsma,Onet_BIDataConnections_Title"
                  Description="$Resources:ppsma,Onet_BIDataConnections_Description"
                  TemplateType="470"
                  Url="Data Connections for PerformancePoint"
                  FeatureId="26676156-91A0-49F7-87AA-37B1D5F0C4D0"
                  OnQuickLaunch="TRUE"/>
    <ListInstance Title="$Resources:ppsma,Onet_BIDashboards_Title"
                  Description="$Resources:ppsma,Onet_BIDashboards_Description"
                  TemplateType="480"
                  Url="Dashboards"
                  FeatureId="F979E4DC-1852-4F26-AB92-D1B2A190AFC9"
                  OnQuickLaunch="TRUE"/>

    Insight list and librariesThis CAML is almost a copy of what is in the BI Center site definition, with only modifications so that the correct elements and attributes are used (ListInstance instead of List etc).

    Just hit F5 and watch it build and deploy beautifully. You can see the PerformancePoint lists and libraries in the Quick Launch. Also if you inspect the lists you can see that the correct content types are there.

    Adding the Dashboard Designer

    In order to utilize this fully we need to use the PerformancePoint Dashboard Designer. In the BI-Center template this application could be accessed through a button on one of the publishing pages that was added by default - not a nice solution.

    Instead we would like to have this one in the Site Actions menu, or any other suitable location. Site Actions is where I think it belongs. Let's add it there.

    Add a new Empty Element SPI and in that elements.xml add a CustomAction as follows:

    <CustomAction Id="LaunchPPSDD"
                  Location="Microsoft.SharePoint.StandardMenu"
                  GroupId="SiteActions"
                  Title="Dashboard Designer"
                  Description="Launch PerformancePoint Dashboard Designer"
                  ImageUrl="/_layouts/images/PPSSiteTemplateRun.png"
                  >
      <UrlAction Url="javascript:
    var a = _spPageContextInfo.siteServerRelativeUrl.toLowerCase();
    var b = _spPageContextInfo.webServerRelativeUrl.toLowerCase();
    var c = location.protocol + '//' + location.host + a;
    var d = b.replace(a,'');
    location.href = b + '/_layouts/ppswebparts/designerredirect.aspx' + '?SiteCollection=' + c + '&SiteLocation=' + d;"/>
    </CustomAction>

    The CustomAction uses the default Dashboard Designer image and contains a UrlAction with a JavaScript. This JavaScript launches the Dashboard Designer with the correct Site Collection and Site.

    Dashboard Designer CustomAction

    Deploy your solution once again and create your dashboards - without the BI-Center.

    Team BI Center

  • Last Service Pack for PerformancePoint Server 2007 is out

    Tags: SharePoint, SharePoint 2010, PerformancePoint

    The long awaited service pack for PerformancePoint Server 2007 is now released to the web - Service Pack 3. This is the last service pack for PerformancePoint Server since the PerformancePoint Server bits will from next week be turned into PerformancePoint Services in SharePoint 2010.

    PerformancePoint Server 2007

    Service Pack 3 is the last update to the standalone version of PerformancePoint, which was announced in January this year when Microsoft changed their BI strategy. After this update Microsoft will not invest any further into the 2007 version and as you hopefully are aware of - the Planning module will not exist in the upcoming 2010 version. The Planning module is instead offered as source code - now called the Financial Planning Accelerator, so that you can safely still use any investments in the Planning Module.

    You can grab the bits here: 32-bit and 64-bit. Documentation on the different upgrade scenarios can be found on Technet.

    So far the KB (975250) article on what's changed and updated is not live. Some things have popped up on Technet though, such as a updated importsecurity command.

  • Time for new adventures

    Tags: Personal, SharePoint, SharePoint 2010, Presentations, PerformancePoint

    I'm glad and proud to tell you all about that next month I will start a new job. I will start as a SharePoint Architect at Connecta. This is a fantastic opportunity for me and it will let me work with some of the finest SharePoint minds and developers here in Sweden as well as some really awesome customers.

    I've been working with basically the same company now since 2000, when I and two good friends founded it, iBizkit. We all came from consultancy firms working with WCM, portals and intranet solutions and had a dream of making a really good semi-product for these kind of solutions. And we did! In 2001 we integrated our product with the first version of SharePoint. We continued this integration in the upcoming versions of SharePoint, but have since the release of SharePoint 2007 focused more and more on the SharePoint platform, and I have personally lived in that world for the latest years. About two years ago, we sold the company to Pdb DataSystem, a natural step to expand and evolve the business.

    During the last years I have been headhunted (or is headhaunted?) numerous times and finally I/we found a perfect match.

    So in November I will be joining the Connecta forces and have 100% focus on SharePoint and especially the upcoming SharePoint 2010. This will allow me to grow and evolve as a SharePoint architect and developer, which is what I thrive on.

    The only downside with this is that I won't be attending the (awesome, fantastic and once-in-a-life-time) SharePoint Conference 2009 in Las Vegas. To all you SharePointers - have a good time and I'll follow the tweets and blogs from over here! I'll even drink a pint while reading them. I hope to join you on upcoming conferences...

    But if you're anxious to meet up, then head on over to the SharePoint and Exchange Forum in Sweden (SEF09) and come listen to me talk about PerformancePoint Services 2010 or come visit the free SharePoint 2010 overview event, organized by AddSkills and Connecta, where I'll show you some cool stuff that can be done with the ECM features in SharePoint 2010.

    Until next time...

  • SharePoint User Group meeting 2009-09-08 recap

    Tags: SharePoint, SharePoint 2010, Presentations, Business Intelligence, PerformancePoint

    Last night we had a SharePoint User Group Meeting here in Stockholm, Sweden. It was a great evening with a lot of attendees, thank you all for showing up. It's always fun to see new and old faces, sorry I didn't have time to talk so much with you (due to my VM's crashing just before my demos…).

    First, a big thanks to KnowIT and Jonas who provided us with a great place to host the meeting and some good food and beer!

    Two sessions were on the agenda; PowerShell and PerformancePoint.

    Niklas Goude started the meeting with some SharePoint and PowerShell love. Great session and demo. Really looking forward to see his, and Mattias Karlssons, book project come to life. You can find Niklas awesome PowerShell scripts here and Mattias automagic create your farm in Excel script here.

    The second session was held by yours truly, and I did a brief introduction to PerformancePoint 2007 with some demos on how to create dashboards and publish it to SharePoint. I'm thinking about writing up a post on the last "Dangerous Lists" demo, would you like that? You can find my presentation here. And here are the links that I referred to regarding PerformancePoint 2007 and Microsoft BI.

    And if you would like to know some more on what will happen with PerformancePoint in the upcoming 2010 release, please attend the SharePoint & Exchange Forum 2009 and my session on PerformancePoint Services 2010, that will take place in Stockholm in November.

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About Wictor...

Wictor Wilén is a Director and SharePoint Architect working at Connecta AB. Wictor has achieved the Microsoft Certified Architect (MCA) - SharePoint 2010, Microsoft Certified Solutions Master (MCSM) - SharePoint  and Microsoft Certified Master (MCM) - SharePoint 2010 certifications. He has also been awarded Microsoft Most Valuable Professional (MVP) for four consecutive years.

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