Filtered Project Server Dashboards with PerformancePoint (Part 1)

Following up from last week’s Project Server Conference, this was one of the demos that Mike and I did in our second BI session – the one on Wednesday afternoon.  In this demo, we showed how you could take much of the standalone Excel and PerformancePoint reports we’d already created and turn those into filtered PerformancePoint dashboards.

Creating the Analytic Grid Report

To show this functionality, I’ll go ahead and create two PerformancePoint reports.  To do this, I navigate to the Project BI Center, click on the PerformancePoint content, and then select the option on the Ribbon to create a new report. 

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After a brief pause, this launches the PerformancePoint Dashboard Designer.  Initially, it will ask you to either create a new data source or to use an existing one.  In this case, I have a connection to the Portfolio Analyzer cube already configured on the SharePoint site. 

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By selecting that connection, it is added to the Dashboard Designer workspace.

For the first report, I select the option to add an Analytic Grid.

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Then I simply drag and drop the fields from the right into the appropriate sections at the bottom.

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This isn’t too tricky, although it’s important to note the purpose of the “Background” section.  Those are dimensions that may be filtered on in the future.  So while I don’t actually display Resources in the report, I can use that as a hook later on in this post to build filters against – for example providing a resource pick list or automatically filtering the results based on the current user.

This yields a report that looks like this:

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Note that there are a couple of quirks in the user interface that are pretty simple but perhaps not immediately obvious to new users:

1) To increase the level of detail, you can right click on the chart element and select the option to drill down.  In this example, I can set the report to drill down to the summary task level.

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2) As the default display is aggregated to All Projects, it helps to click on the Project List drop down, then select the option to Display All Visible.  I take the same approach with the Resource List.

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3) As the result set often includes a number of blank rows and columns, and we want the report to automatically resize, it helps to right click on the report itself, and select the options to Filter Empty Rows and Filter Empty Columns.

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Take a note of some of the other filter options at the same time.  You may consider using a specific value filter for future reporting requirements.

Name and save the report.

Creating the Analytic Chart Report

Now I’ll take the same steps to create an Analytic Chart Report.  I go to the Ribbon at the top of Dashboard Designer and select the option to create an Analytic Chart.

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I select the same connection I used for my Analytic Table Report.

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Then I pretty much drag the same options over to the chart properties in the bottom.

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I click the Project List and Resource List dropdowns and select the option to display All Visible.

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And finally, I apply filters on blank series and axis elements.  This will allow the chart to automatically resize whenever a new selection is made in the filter.

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Next up….creating the filter and adding it to the dashboard.

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Filtered Project Server Dashboards with PerformancePoint (Part 1)

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