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Fast Prototyping with PowerPivot

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Today's "better together" post is by Poornima Hanumara, a program manager on the Office BI team. Thank you Poornima, and to our readers, have a great week!

I want to quickly prototype a new dashboard to keep track of the products in my sporting goods store.

PowerPivot is a great tool to create a data model. This model can be used as a data source for PerformancePoint Services to create a dashboard.

Here's the simple dashboard I want to create:

To get started I need:

It was a quick 3 step process to create the dashboard:

Step 1: Create a PowerPivot model

I used Excel, which had my sample data to create a PowerPivot model using some help from the PowerPivot TechNet Virtual Lab.

I created a PivotTable in Excel using the model and put all the measures in the Values field. Without doing this, PerformancePoint will not be able to distinguish measures from dimensions. So, make sure all the fields you want to use as measures are in the Values field in the PivotTable Field List!

Step 2: Publish the workbook to Sharepoint

I saved the workbook to the Sharepoint Server which had PowerPivot for Sharepoint enabled:

Step 3: Use the workbook's URL in the data source connection string in Dashboard Designer

I set the connection string to the PowerPivot datasource by using the following format:

PROVIDER=MSOLAP;DATASOURCE=https://contoso/Documents/PowerPivot_Sample.xlsx

Create a PowerPivot Data Connection has step-by-step instructions on how to create a new datasource.

In the familiar PerformancePoint Dashboard Designer, I created the dashboard and deployed it to Sharepoint. The final dashboard looks pretty similar to the initial sketch!

Comments

  • Anonymous
    October 12, 2011
    Excellent article Wade, we are doing exactly this! Thanks!

  • Anonymous
    November 14, 2011
    Hi Wade, I was just doing a little testing of our PowerPivot apps in SQL 2012 Tabular database and it would be really nice to access that directly from PerformancePoint (rather than publishing a workbook to Sharepoint).  Is that possible with PerforancePoint 2010 - or is possibility planned? Bob

  • Anonymous
    December 06, 2011
    It seems the Decomposition Tree function cannot automatically recognize the relationships and dimensions (fields or columns) generated in PowerPivot files. Any workarounds?