Adding Filtered Project Dashboards to PDPs (Part 2)

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.

image

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:

  1. Query String Filter – to pull the ProjUID value from the URL and pass to the InfoPath form.
  2. InfoPath Form – to pass the ProjUID value into SQL and return the Project Name – which is then passed into PerformancePoint.
  3. PerformancePoint – to display the data.

Query String Filter

I’ll add that to the page and configure it to use the ProjUID value.

image

The InfoPath Form

Next, add the InfoPath Form Webpart.  Set the Chrome to None.  Minimize the Webpart.

image

The PerformancePoint Report

Now add the PerformancePoint Report Webpart to the page.

image

Webpart Connections

Now add the appropriate connections:

  1. The Query String Filter will pass the ProjUID to the TempUID field in the InfoPath form.
  2. The Infopath form will pass the TemProjName field to the PerformancePoint Report.

Exit the edit page mode to confirm that it all works:

image

…and there you are, an automatically filtered PerformancePoint report embedded in a Project Server PDP.

Advertisements
Adding Filtered Project Dashboards to PDPs (Part 2)

3 thoughts on “Adding Filtered Project Dashboards to PDPs (Part 2)

  1. Bob O'Reilly says:

    Are you planning on doing the one on adding it to a Workspace?, i can understand how this works using the PROJUID from the Query String. But as this is not present on the Project Workspace and very interested as to how this would work, and if it could be incorporated into a Template and used for all new Projects provisioned

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s