In this post, we’ll take that InfoPath form we created in the last post, add it to a PDP, and link it to a PerformancePoint report to create an automatically filtered project dashboard.
For what it’s worth, I know it kind of sounds complicated, but after you’ve done it a couple of times, it really only takes a couple of minutes to create and deploy this solution.
1) Create the PerformancePoint Report
I discussed this topic in this post. Basically, you want to create a report, using the Project List as a background element. Here’s a simple report that I created.
Make sure to right click on the graph and set it to filter the empty series. That will force the graph to adjust the bar width for the project specifically.
2) Create the PDP
For this, I’ll create a PDP called “Project Dashboard.” On this PDP, I’ll add three Webparts:
- Query String Filter – to pull the ProjUID value from the URL and pass to the InfoPath form.
- InfoPath Form – to pass the ProjUID value into SQL and return the Project Name – which is then passed into PerformancePoint.
- PerformancePoint – to display the data.
Query String Filter
I’ll add that to the page and configure it to use the ProjUID value.
The InfoPath Form
Next, add the InfoPath Form Webpart. Set the Chrome to None. Minimize the Webpart.
The PerformancePoint Report
Now add the PerformancePoint Report Webpart to the page.
Now add the appropriate connections:
- The Query String Filter will pass the ProjUID to the TempUID field in the InfoPath form.
- The Infopath form will pass the TemProjName field to the PerformancePoint Report.
Exit the edit page mode to confirm that it all works:
…and there you are, an automatically filtered PerformancePoint report embedded in a Project Server PDP.