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Creating Data Sources
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Right-clicking on the Data Sources node in the Workspace Browser brings up a context menu with the option to create a new data source Choosing this option opens the Select a Data Source Template dialog box This dialog breaks down the connection types into three categories: Multidimensional, Standard Queries, and Tabular Lists There is also an All node that will show all of the different data source templates at once in the Template pane of the dialog box The multidimensional templates folder includes a single template for Analysis Services The Analysis Services template can connect to both Analysis Services 2000 and Analysis Services 2005 The Standard Queries category includes just a single template to open any data source accessible via ODBC The Tabular List category includes four templates: one for Excel Services (the web version of Excel), one to import data from an Excel 2007 workbook, one to import data from SharePoint Lists, and a final template to read directly from a SQL Server table, which includes both SQL Server 2000 and SQL Server 2005 Figure 5-3 shows all the data source types that are included with PerformancePoint Server Since most business intelligence applications will be based, at least partly, on Analysis Services cubes, this example will show you how to set up a data connection to Analysis Services 2005 After choosing to create a new data source and selecting Analysis Services as the template, a dialog box appears that asks for the name of the data source, the default display folder, and whether or not to grant read permissions to users who are authenticated to the PerformancePoint Monitoring Server The name should be descriptive but is not something that will be seen by end users; it is only visible to other developers The default display folder location is optional and will create a folder (or use an existing one) in the Workspace Browser The folder mechanism allows for multiple items, in this case data sources, to be grouped into subfolders under the folder representing the type of object This makes it easier to group items For example, in companies that have many scorecards, it might help to categorize them by functional area Choosing to grant Read permissions to all users who are authenticated to the PerformancePoint Monitoring Server automatically adds all users to a role for that
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Business Intelligence with Microsoft Office PerformancePoint Server 2007
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The data source types included with PerformancePoint Server
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particular item Without checking this, the developer will have to set up permissions as an added step later Figure 5-4 shows the dialog box that appears when creating a new Analysis Services data source named AdvWorks Once the data source has been created, a settings window containing three tabs appears in the main work area: Editor, Properties, and Time With an Analysis Services data source, there are two primary options on the Editor tab: use a standard connection or use a custom connection string It s usually sufficient to use a standard connection, but there are some cases where custom connection string parameters are passed to Analysis Services to enable certain features For this example, a standard connection will suffice A standard connection requires the name of the server on which Analysis Services is running Once the server name has been entered, dropping down the list box for Database will show the databases that are available on that particular server
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5: Monitoring in PerformancePoint Server
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This is the dialog box showing the creation of a new Analysis Services data source The same three fields on this dialog box will be seen many times when working with the Dashboard Designer wizards
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If a database exists on the server but does not appear in the list, this is due to how the PerformancePoint Monitoring Server connects to Analysis Services PerformancePoint Monitoring Server is hosted through Internet Information Services (IIS) so it uses application pools to run in Each application pool can be set to run under the context of an existing service, such as the network service, or an actual user name and password Therefore, the cube must have a role that grants permissions to the user or service under which the application pool runs Another option is to configure the server to pass the current user credentials through to Analysis Services These options will be discussed in greater detail in 8 in the section on security The final option on the Summary tab is Cache Settings By default, PerformancePoint Server will get data from Analysis Services and then cache that data for 10 minutes After ten minutes, PerformancePoint Server will invalidate the cache and the next
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