PerformancePoint Monitoring capabilities

Microsoft Office PerformancePoint Server 2007 with Service Pack 3 (SP3) offers robust Monitoring and Planning capabilities that enable organizations to not only plan, manage, and report their data, but also to monitor and analyze performance. This SP3 release includes improvements to performance and security and several important bug fixes.

Monitoring capabilities are available through PerformancePoint Monitoring Server and applications such as PerformancePoint Dashboard Designer and PerformancePoint Dashboard Viewer for SharePoint Services.

Analysts and IT administrators use Dashboard Designer and Monitoring Server to create and deploy PerformancePoint dashboards. End users view the dashboards on a SharePoint site through Dashboard Viewer for SharePoint Services. These interactive dashboards typically include a variety of scorecards, reports, and filters that provide relevant, up-to-date information.

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What's New in SP3?

Microsoft Office PerformancePoint Server 2007with Service Pack 2 (SP3) includes a variety of changes and additions to PerformancePoint Monitoring components:

  • Improved messaging when a filter or other selection returns no rows or columns in an analytic grid.
  • You can now install PerformancePoint Monitoring Server and PerformancePoint Dashboard Designer on a machine that has .NET 3.5 already installed.
  • Improved handling of scrolling on very large dashboard pages from within Dashboard Designer.
  • Improved handling of zone adjustments in Dashboard Designer.
  • Improved usability of the PerformancePoint Server Web Parts.
  • Improved Time Intelligence calendar control. This enables easier filtering on dates.
  • Better handling for connecting to SQL Server Reporting Services (SSRS) 2008 reports and for displaying SSRS multi-select filter reports.
  • Better handling when display conditions and stacked zones are both in use.
  • Excel Services report views now load into Dashboard Designer, even with no SharePoint root site.
  • Improved analytic chart, show details, and scorecard formatting when exporting to Microsoft Office Excel.
  • Improved drill-through functionality on analytic reports.
  • Font-size changes in scorecards are appropriately displayed in published dashboards.
  • Better handling of scorecard KPIs when using named sets.
  • Improved integration with Excel Services: Excel Services reports display properly in dashboards. Empty cells no longer prevent the dashboard author from connecting to the data source in Dashboard Designer.
  • Better migration support: analytic charts and grids that are created with SQL Server 2005 Analysis Services data can be updated to use SQL Server 2008 Analysis Services data.
  • Improved integration with SharePoint: Now you can use the edit mode in Microsoft Office SharePoint Server or Windows SharePoint Services to add a SharePoint Web Part to a PerformancePoint dashboard; SharePoint style sheets no longer override cell-level font size and font-family settings.
  • Improved integration with ProClarity: PerformancePoint Server filters passed to ProClarity reports retain the correct hierarchical order. Sorting of columns in a ProClarity report that is displayed in a PerformancePoint Web Part is now more effective.
  • Customers can now upload their own custom Help into PerformancePoint Web Parts.

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What is Monitoring Server?

Monitoring Server provides the underlying structure for the Monitoring and Analytic capabilities of PerformancePoint Server. Monitoring Server does this by facilitating communication among Dashboard Designer, the various data sources that are used by individual dashboard elements, the preview sites that dashboard authors use, and Dashboard Viewer for SharePoint Services, which is used to display PerformancePoint dashboards.

When Monitoring Server is installed, Internet Information Services (IIS) is configured to include four virtual directories on the server where Monitoring Server in installed. These directories make it possible for dashboard authors to create, publish, and deploy dashboard elements, and for dashboard consumers to view and use those elements. As part of the Monitoring Server installation process, Monitoring Central is configured to enable dashboard authors to download and install Dashboard Designer.

After Monitoring Server in installed, dashboard authors use Dashboard Designer to create, publish, preview, and deploy dashboards and individual dashboard elements, such as scorecards and reports. Dashboard authors publish their elements to Monitoring Server, which serves as the repository for those elements. Then, dashboard authors deploy their dashboards to a SharePoint site, where dashboard consumers can view them.

 Note    PerformancePoint dashboards are deployed to Windows SharePoint Services 3.0 or Microsoft Office SharePoint Server 2007.

Monitoring Server maintains the data source connections for the individual reports, scorecards, and filters that are displayed in dashboards. This means that dashboard consumers are always viewing current information. In addition, dashboard consumers can view data from multiple data sources in a single location. Not only can dashboard consumers view and explore data in the various scorecards and reports that are in PerformancePoint dashboards, they can also use filters to focus on specific information they want to see. Whenever a dashboard consumer uses one or more filters in a dashboard, Monitoring Server sends their filter selection as a query to the appropriate database and then displays the results in the dashboard.

For more detailed information about Monitoring Server, please see PerformancePoint Monitoring Server on TechNet.

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What is Dashboard Designer?

Dashboard Designer is a desktop application that analysts or IT administrators use to create, publish, preview, and deploy PerformancePoint dashboards. Dashboard Designer enables dashboard authors to create a wide variety of scorecards, reports, and filters, which they can then add to one or more dashboards. Because dashboard elements are published to Monitoring Server, dashboard authors can share and reuse previously published elements, thereby saving time and effort.

The Dashboard Designer user interface, which is referred to as a workspace, includes the following components:

Item Description
The Microsoft Office Fluent user interface, which includes the Ribbon. The Ribbon provides a variety of toolbar commands that are used to create and deploy PerformancePoint dashboard elements. For more information, see What are the toolbar commands in PerformancePoint Dashboard Designer?
Center pane of the workspace The center pane enables dashboard authors to configure, edit, and view individual dashboard elements.

Workspace Browser

The Workspace Browser pane, which is located to the left of the center pane, lists all the elements that you and other dashboard authors have published to Monitoring Server.
Details pane

The Details pane, which is located to the right of the center pane, lists all the dashboard elements that are relevant to a particular element.

For example, suppose that you have a scorecard open in the workspace. The Details pane lists the key performance indicators (KPIs) and the data sources that are used in the scorecard.

To learn more about how to use Dashboard Designer, see How do I create a PerformancePoint dashboard?

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What is Dashboard Viewer for SharePoint Services?

Dashboard Viewer for SharePoint Services is a technology that enables PerformancePoint dashboards to work correctly in Windows SharePoint Services 3.0 or Microsoft Office SharePoint Server 2007. Each element maintains its own data source connection in the SharePoint site, thereby ensuring that dashboard consumers are viewing the most current information.

PerformancePoint dashboard elements look like SharePoint Web Parts. However, PerformancePoint dashboard elements offer certain distinctive features to dashboard consumers. Those consumers can:

  • Open a report or scorecard in a new window.
  • Maintain individual data source connections, even when an element is opened in a new window.
  • Conduct analysis and explore data, such as viewing higher or lower levels of detail for a particular value in a report or a scorecard.
  • Export most reports or scorecards to Microsoft Office Excel or PowerPoint.

For more information about Dashboard Viewer for SharePoint Services, see Introduction to PerformancePoint Dashboard Viewer for SharePoint Services.

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How to use Monitoring Server with SQL Server 2008

You can use SQL Server 2008 withMicrosoft Office PerformancePoint Server 2007 SP3. To do so, make sure that you have the following requisites installed:

  • SQL Server 2005 SP3
  • ADOMD.NET 9.0 SP3
  • SQL Server Native Client 9.0 SP3
  • SQL Server Cumulative Update 7 redistributable files:
    • SQLNCLI
    • SQL Server 2005 ADOMD
    • SQL Server 2005 ASOLED89
    • SQL Server 2005 XMO

For more information, see the following articles:

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