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PerformancePoint Services in SharePoint

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Learn about supported development scenarios and the extensibility architecture for PerformancePoint Services in SharePoint. PerformancePoint Services is a SharePoint service application. It enables users to create business intelligence (BI) dashboards that provide insight into an organization's performance. You can create custom reports, filters, tabular data sources, and scorecard transforms to extend the native functionality of PerformancePoint Services. For example, you can create a custom report visualization that is optimized for the medical industry and then integrate it into a reusable vertical solution.

Custom PerformancePoint Services reports, filters, and tabular data sources in SharePoint

You can extend native PerformancePoint Services ReportView , Filter , and tabular DataSource objects by defining custom values for their properties. Custom report, filter, and tabular data source extensions typically include three components: a renderer or provider, an editor application, and extension metadata.

Renderers and providers for PerformancePoint Services extensions

The type of object that you are extending determines whether it uses a renderer or a provider. Report and filter extensions use renderers, and filter and data source extensions use providers.

  • Report extensions require a renderer for the report visualization.

  • Filter extensions require a renderer for the selection control. The renderer can be a custom renderer or a native PerformancePoint Services renderer. If you are using a PerformancePoint Services renderer, you simply register it in your extension. If you are using a custom renderer, you must also include it in your extension.

  • Filter extensions require a data provider to connect to the underlying data source.

  • Data source extensions require a provider to connect to the underlying data source.

For more information, see the following topics about creating renderers and providers:

Editor applications for PerformancePoint Services extensions in SharePoint

Custom editors enable users to define properties for a custom object, interact with objects in the repository, and initialize endpoints for custom reports and filters. Your editor should expose the properties that you want to enable users to view and modify. Editors can be opened from objects in PerformancePoint Dashboard Designer or from items in the PerformancePoint Content List or PerformancePoint Data Connections Library. To integrate into the Dashboard Designer authoring experience, your editor must be able to open from a uniform resource identifier (URI), and the URI must be registered for the custom object in the PerformancePoint Services web.config file.

For more information about creating editors, see the following topics:

Note

PerformancePoint Dashboard Designer can create and delete custom objects, so your editor does not need to provide logic for creating or deleting objects.

Configuration metadata for PerformancePoint Services extensions in SharePoint

You must specify metadata for your extension in the PerformancePoint Services web.config file during the installation process. The metadata includes type, subType, RendererClass, EditorURI, and Resources attributes.

To create a custom object, Dashboard Designer retrieves the object's metadata from the PerformancePoint Services web.config file and then creates the object as a content type in the Dashboard Designer repository. After creating the custom object, Dashboard Designer displays a link to the editor.

For more information about extension metadata, see How to: Manually Register PerformancePoint Services Extensions.

Custom transforms for PerformancePoint Services scorecards in SharePoint

Transforms change the appearance, contents, or functionality of scorecards before querying the data source, after querying the data source, or before rendering the scorecard in the web part. For example, PerformancePoint Services uses transforms to perform several operations before rendering a scorecard view, such as expanding named sets, computing rollups, and computing aggregations. These changes are applied at run time and they do not modify the definition of the scorecard object.

For more information about scorecard transforms, see How to: Create scorecard transforms for PerformancePoint Services in SharePoint.

Note

If a transform modifies the data values in a scorecard, the changes propagate directly to Strategy Map reports that use the scorecard as a data source. In addition, changes to scorecards may affect KPI Details reports.

Extensibility architecture for PerformancePoint Services in SharePoint

Supported extensions run within a PerformancePoint Services application instance, either on the front-end web server or on the application server, as shown in the following diagram.

Figure 1. PerformancePoint Services extensibility architecture

PerformancePoint Services extensibility points

PerformancePoint Services extensions that run on the SharePoint front-end web server

Custom editors (and other supported custom applications) run on the front-end web server within a PerformancePoint Services application instance. Editors are typically deployed as .aspx pages and are installed in the path %ProgramFiles%\\Common Files\\Microsoft Shared\\web server extensions\\15\\TEMPLATE\\LAYOUTS. Editors call the BIMonitoringServiceApplicationProxy object or SPDataStore object to author or process content, as follows:

PerformancePoint Services extensions that run on the SharePoint application server

Custom renderers, providers, and scorecard transforms run on the application server. The application server hosts the middle-tier business logic for the PerformancePoint Services instance.

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