Create a ProClarity Server report for your PerformancePoint dashboard

You can use PerformancePoint Dashboard Designer to create dashboards that contain a variety of report types, including a ProClarity Analytics Server Page report. This report is a ProClarity view that has been published to ProClarity Server. Examples of ProClarity views include the Perspective View, Decomposition Tree, Performance Map, and analytic charts and grids.

ProClarity Server can resemble the following in a PerformancePoint dashboard:

Decomposition Tree

A ProClarity Decomposition Tree shows the breakdown of a given metric across any hierarchical level and through multiple dimension hierarchy levels.

Performance Map

A ProClarity Performance Map enables report users to see two measures, such as sales amounts and profit margins, simultaneously and compare them.

What do you want to do?


Learn more about ProClarity reports

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 Microsoft Office PerformancePoint Server 2007.
  • To use analytic charts and grids that display data stored in SQL Server 2000 Analysis Services.
  • To save time and work by using existing report views.

ShowExample: Use reports that are published to ProClarity Server in your dashboard

Suppose that you create dashboards for different departments in your organization, including Sales, Marketing, and Finance. Suppose further that in addition to using PerformancePoint Server, your organization uses ProClarity. In fact, some of your department managers are accustomed to using particular reports that are published to ProClarity Server, and those managers want to view the same reports in the new dashboards that you create. Although you can create some of the report views using Dashboard Designer, you cannot create all of them. Your solution is to include some ProClarity reports in your dashboards. That way, you can use reports that have already been created and published alongside the new reports that you create using Dashboard Designer.


ProClarity Server is a middle-tier server that acts as a central component between data cubes and end users. You can create ProClarity Server views by using data cubes in SQL Server 2005 Analysis Services or SQL Server 2000 Analysis Services. Using ProClarity Desktop or Web Professional, report authors publish reports to ProClarity Server. The reports can include a variety of ProClarity views, including the Decomposition Tree, Perspectives View, and the Performance Map. However, report views can also include pie charts, bar charts, line charts, grids, or a combination of a chart and grid in one report.

Reports are published to ProClarity Server as Pages. The pages can then be viewed in a client interface, such as ProClarity Professional or ProClarity Standard. The reports can also be viewed in PerformancePoint Monitoring Server dashboards using the ProClarity report type.

When you use Dashboard Designer to include ProClarity reports in your dashboards, you do not actually create the reports themselves. Instead, you create a dashboard element that enables you to use existing reports that reside in ProClarity Server. Therefore, you should confirm that the reports you want to use have been published to ProClarity Server. In addition, verify that you and your users have Read permissions in ProClarity Server so that you can view the reports.

 Note   If ProClarity Server is installed using the default security model, do not use the application pool user identification method. Instead, use NT LAN Manager (NTLM), which is a protocol that is used to authenticate users on a Microsoft Windows network. For more information, see Monitoring Server roles and security.

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Create a ProClarity report

To create a ProClarity report for a PerformancePoint dashboard, you follow a process that consists of three main stages. During Stage 1, you create the basic structure for the report. During Stage II, you connect to ProClarity Server and select the page that you want to display. (Reports are referred to as pages in ProClarity.) During Stage III, you specify how you want your ProClarity report to be configured.

Stage I: Create the basic structure of your report

 Note   Before you begin, make sure that you or other report authors have already published one or more reports to ProClarity Server and that you have access to the reports. In addition, make sure that hotfix 2213 for PAS 6.3 has been installed on ProClarity Server. Otherwise, PerformancePoint Server will not interact with ProClarity Server and your reports will not display correctly. For more information, see article 942523 in the Knowledge Base.

  1. In Dashboard Designer, click the Create tab, select Other Reports, and then click ProClarity Analytics Server Page. The Create a ProClarity Analytics Server Page report wizard opens.
  2. In the Name box, type a name for your ProClarity report. To specify where you want to store your ProClarity report in Monitoring Server, click Select Display Folder and then select or create a folder. Click Next to advance to the next page of the wizard.
  3. In the Confirmation page, review the information in the Details pane, and then click Close.
  4. Click the Home tab, and then click Publish Item to save your ProClarity report to Monitoring Server and make it available for you to add content.

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Stage II: Connect to ProClarity Server and select a page to display

 Note   Before you begin, make sure that have already created the basic structure for your ProClarity report.

  1. In the center pane of the workspace, click the Editor tab.
  2. In the Server URL box, type the Web site address (the URL) of the computer that is running ProClarity Server and contains the reports that you want to use. A valid URL activates the Browse button; an invalid URL does not.
  3. Click the Browse button to open the PAS Browser dialog box.
  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. Be sure to contact your IT Administrator if you have questions about how ProClarity Server is configured in your environment.
Option Description
Select the Use Windows Credentials check box. Use this option if ProClarity Server is configured to accept Windows integrated authentication, which automatically hands your user name and password to ProClarity Server.
Type your Windows NT user credentials in the User Name, Password, and Domain boxes. Use this option only if ProClarity Server is configured to accept basic authentication.
  1. 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.
  2. Click OK to associate the report that you selected with the ProClarity report for your dashboard. The wizard closes, and your report opens in the center pane of the workspace.
  3. Click the Home tab, and then click Publish Item to save your ProClarity report to Monitoring Server.

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Stage III: Set configuration options for the ProClarity report

 Note   Before you begin, make sure that you have created a ProClarity report and selected a report to display.

By default, when you publish a ProClarity report to Monitoring Server, the report that you display in your dashboard has all the functionality it has in ProClarity Standard. However, if you prefer, you can specify configuration options that limit some of the interactive functionality.

  1. In the center pane of the workspace, 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, but 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 equivalent 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, but 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, but 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 renders 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.
  1. After you finish setting your configuration options, click the Home tab, and then click Publish Item to save your changes to Monitoring Server.

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Change the report view that you display in your dashboard

When you have a ProClarity report in your dashboard and you want to use a different report view, you can easily change it using Dashboard Designer. The process you follow is similar to the process that you use when you first configure the dashboard report.

  1. In Dashboard Designer, click the Home tab, and then click Refresh to update the list of elements that have been published to Monitoring Server.
  2. In the Workspace Browser, click Reports. The center pane of the workspace displays two tabs: Server and Workspace.

    The Server tab lists all reports that you and other dashboard authors have published to Monitoring Server. The Workspace tab lists all reports that you have created or published to Monitoring Server.
  3. In the center pane, double-click the ProClarity report that you want to modify.
  4. In the center pane of the workspace, click the Editor tab.
  5. Review the information in the Server URL box. To change it, type the Web site address (the URL) of the computer that is running ProClarity Server and contains the reports that you want to use. A valid URL activates the Browse button; an invalid URL does not.
  6. Click the Browse button to open the PAS Browser dialog box.
  7. 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. Be sure to contact your IT Administrator if you have questions about how ProClarity Server is configured in your environment.
Option Description
Select the Use Windows Credentials check box. Use this option if ProClarity Server is configured to accept Windows integrated authentication, which automatically hands your user name and password to ProClarity Server.
Type your Windows NT user credentials in the User Name, Password, and Domain boxes. Use this option only if ProClarity Server is configured to accept basic authentication.
  1. 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 page that you want to use.

    Click OK to associate the report that you selected with the ProClarity report for your dashboard. The wizard closes, and your report opens in the center pane of the workspace.
  2. Click the Home tab, and then click Publish Item to save your ProClarity report to Monitoring Server.

 Note   When you edit a ProClarity report that has already been deployed, you may need to redeploy the dashboard before the dashboard users can see your changes. When you make minor changes, such as changing the Configuration Options, then you do not necessarily have to redeploy the dashboard. You can publish it to Monitoring Server and your changes will show up in the dashboard whenever dashboard consumers refresh their view. However, when you make a structural change, such as linking a dashboard filter to a ProClarity report or selecting a different ProClarity Server URL and report, you must redeploy the dashboard.

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