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PerformancePoint Monitoring and Analytics: Dashboard basics II

Export to Excel command, result in Excel

If you want to perform additional analysis of the information that is shown in a dashboard, one option is to export it to Excel. For example, suppose that you want to show only the sales representatives for France and compare their productivity as measured by sales. And, suppose that you want to see those numbers in a pie chart. Earlier in this course we showed you how to use the drill-down feature to obtain part of this information. But, how would you get the pie chart? The answer is that you would export the data to Excel.

Here's an example:

Callout 1 Once you've filtered and drilled down, you would click the Export to Excel command on the Web Part menu.
Callout 2 The information from the Web Part will be exported to Excel where you can do further analysis. (Note that when you export data from a dashboard Web Part, PerformancePoint Server includes details in the worksheet such as when you exported the data and which dashboard it was exported from — these will help you keep track of when and where you got the data.)
Callout 3 This chart was created from the exported data. It will help the French regional sales manager when she conveys to her own manager her recommendations about bonuses.

You can also export information from a dashboard to PowerPoint. This can be a useful option if you customize information in a dashboard Web Part and you want to share that information in a presentation.

Note     Although exporting data is a useful feature, you should realize that when you do this, the data becomes static. That is, exporting data creates a static snapshot of the data at the time of export. In contrast, when everyone views the data directly from the PerformancePoint dashboard on the SharePoint site everyone accesses the same information from the same source in real time. A static view of the information doesn't have that same benefit.

Congratulations, you've learned a few basics about how to dig into a PerformancePoint dashboard to get the information you need.

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