Create a trend analysis chart by using Dashboard Designer

A trend analysis chart is a report type that you can use to display the performance of one or more metrics over time. For example, you might use a trend analysis chart to display the historical performance of a key performance indicator (KPI) and to estimate future results of that KPI.

A trend analysis chart can resemble the following:

An example of a trend analysis chart

You can use PerformancePoint Dashboard Designer to create trend analysis charts to suit any specific purpose in your dashboard. For example, you can create a trend analysis chart that enables dashboard consumers to track sales amounts and then use that information to develop sales forecasts.

What do you want to do?


Learn more about trend analysis charts

A trend analysis chart is a static line chart that maps the performance of a KPI over time. Because KPIs exist as elements in scorecards, a trend analysis chart must use a scorecard as its data source. You can select more than one KPI for your report, but a trend analysis chart can display only one KPI. Dashboard Designer will, therefore, create a separate trend analysis chart for each KPI that you select. For example, if you create a trend analysis chart and you select two KPIs for your report, Dashboard Designer will track the trends for each KPI independently and produce two charts in your report—one for each KPI.

When you are ready to create your trend analysis chart, make sure that you have created or identified the scorecard that contains the KPIs that you want to use. In addition, when you include a trend analysis chart in your dashboard, you must display both the trend analysis chart and its corresponding scorecard in the same dashboard page and then link those elements together.

 Important   Before you can create a trend analysis chart, PerformancePoint Monitoring Server must be configured to work with SQL Server 2005 Analysis Services as follows:

  • An Analysis Services instance name must be specified in the Value property of the Analysis Services server that is used for data mining.
  • Analysis Services must be configured to allow session mining models.


To learn more about how to configure Monitoring Server, see PerformancePoint Monitoring Server on TechNet.

In addition, Analysis Services must be configured to allow for session mining models so that Dashboard Designer can use the Time Series Data Mining algorithm. That algorithm provides the predictive analysis that results in the historical and expected future performance of a KPI in the trend analysis chart.

Top of Page Top of Page

Create a trend analysis chart

You create a trend analysis chart in two stages. In Stage I, you verify that you have what you need to create your report. In Stage II, you create your report.

Stage I: Verify that you have all requisites in place

Before you create a trend analysis chart, you must have the following requisites in place:

Item Configuration
SQL Server 2005 Analysis Services

To support trend analysis charts, Monitoring Server must be configured to work with the Analysis Services server.

  • An Analysis Services instance name must be specified in the Value property of the Analysis Services server that is used for data mining.
  • Analysis Services must be configured to allow session mining models.


To learn more about how to configure Monitoring Server, see PerformancePoint Monitoring Server on TechNet.

Scorecard

You must have a scorecard that has been published to Monitoring Server. The scorecard must have time periods that are included as columns.

Top of Page Top of Page

Stage II: Create a trend analysis chart

 Important   Before you begin Stage II, make sure that you have verified that you have all requisites in place.

  1. In Dashboard Designer, click the Create tab, and then click Other Reports to open the Select a Report Template dialog box.
  2. Click Trend Analysis Chart, and then click OK. The Create a Trend Analysis Chart wizard opens.
  3. In the Name box, type a name for your report. To specify where you want to store your trend analysis chart in Monitoring Server, click Select Display Folder and then select or create a folder. Click Next.
  4. In the Select a Scorecard page, select the scorecard that you want to use for the trend analysis chart.

 Note   Make sure that the scorecard that you select has time periods that are included as columns. If it does not, modify the scorecard, republish it to Monitoring Server, and then create your trend analysis chart. For more information about how to modify a scorecard, see Add, delete, or rearrange scorecard rows and columns.

After you select a scorecard for your trend analysis chart, click Next.

  1. In the Select the KPIs page, select one or more KPIs that you want to use for your trend analysis chart.

 Note   Trend analysis charts display data for one KPI at a time. For example, if you select two KPIs for your trend analysis chart, your report displays two charts—one for each KPI.

After you select the KPI (or KPIs) that you want to use, click Finish.

  1. In the Confirmation page, review the information in the Details pane, and then click Close.
  2. Click the Home tab, and then click Publish Item to save your trend analysis chart to Monitoring Server. You can now either configure time periods and data mining algorithm settings or add your report to a dashboard page.

 Important   When you add your trend analysis chart to a dashboard page, make sure to add its corresponding scorecard to the same page. Otherwise, your trend analysis chart may not be displayed correctly.

Top of Page Top of Page

Configure time periods and data mining algorithm settings

After you create your trend analysis chart, you can further configure it to display the precise information that you want to see in your dashboard. Depending on the data source that is used by the KPI (or KPIs) that you selected for your report, you can specify the time periods that you want to display in your report. Or, if you are an advanced user, you can configure the data mining algorithm settings for your report.

Specify which time periods to display in your report

 Note   Use following procedure only if the KPI (or KPIs) that you selected for your report uses SQL Server 2005 Analysis Services as its data source.

  1. In the center pane of the workspace, click the Editor tab to open the trend analysis chart in the workspace.
  2. In the Select X-Axis list, keep the default selection; the value indicates which time periods are displayed in the chart.
  3. Scroll to the Select Time Period section and choose one of the following options.
Choose this option To do this with time periods
Select Use selection Keep the default time periods.

The default time periods are the ones that are used by the scorecard KPIs that you selected in Stage II

Specify time periods:

  1. Click the time periods that appear in hypertext between Use selection and Use last trailing periods. The Select Members dialog box opens.
  2. Use the expandable tree control to select the time periods that you want to use.
  3. Click OK. The hypertext displays the time periods that you selected.
Select individual time periods to use in your report.

Specify a range of past time periods:

  1. Select Use last trailing periods.
  2. Type a number of past time periods.

For example, if your trend analysis chart displays years as time periods and you want to include the past five years in your report, then type "5" in the Use last trailing periods box.

Specify the number of consecutive past time periods to use in your report.
  1. When you finish configuring your trend analysis chart, click the Home tab, and then click Publish Item to save your changes to Monitoring Server.

Top of Page Top of Page

Configure the data mining algorithm settings

 Note   The following procedure is for advanced users who are familiar with the algorithms in Analysis Services.

  1. In the center pane of the workspace, click the Editor tab to open the trend analysis chart in the workspace.
  2. Click Advanced Settings to open the Set Data Mining Algorithm Parameters dialog box. Specify the Complexity penalty, Periodocity hint, and Minimum support settings. (To learn more about these settings, see Data Mining Algorithms.)
  3. When you finish configuring your trend analysis chart, click the Home tab, and then click Publish Item to save your changes to Monitoring Server.