5: Monitoring in PerformancePoint Server
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These are the two views for adding new KPIs The top view creates a KPI in PerformancePoint based on cube measures The bottom view imports KPIs that are part of a cube in Analysis Services 2005
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The Targets column contains a drop-down list of all the measures in the cube, but the developer can also type in a hardcoded value if one exists Obviously, formulas can be placed in here as well, which will be discussed later The Adventure Works DW sample database is being used in the examples shown in the screenshots Two of the measures in the Adventure Works cube are called Sales Amount and Sales Amount Quota, and these two measures will work nicely as the Actual and Targets respectively Also, be aware that when the measures are changed, the Name field does not change, and therefore still contains the name of the first measure It s important that developers remember to change this before moving forward The next step in the process is to optionally add measure filters Measure filters are a way of selecting a member from a dimension that will limit what is seen in the value of the KPI and can be set for both the Actual and Target measures As an example, this KPI might be for a particular product line Therefore, selecting the checkbox to add measure filters allows the developer to choose a dimension
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In the case of the Adventure Works database, the Product dimension could be used to help filter the members If the ProductProduct Model Lines hierarchy was chosen, then both the Actual and Target could be set to Mountain to narrow the focus of this particular KPI down to the just products in the Mountain product line While the wizard lets developers make specific selections of members from a dimension, these selections can also be made dynamic, which will be discussed later in the chapter The next step of the wizard allows the developer to add columns based on members from a dimension Adding column members is optional is often used to add date values to the scorecard For example, a company might choose to have the scorecard show the actual and target values for the sales amount for the past three years The scorecard ends up having one column for each year, and those columns are further subdivided into actual and target columns Once this step of the wizard is completed, the Finish button is ready to be clicked Clicking the Finish button shows a summary page of what has occurred, but the bottom line is that the scorecard has been created The new scorecard is incredibly simple, assuming that no filters or column members were selected, and is shown in Figure 5-9 This scorecard shows the KPI on the row and the Actual and Target on the columns The actual value is shown along with the target value and an indicator of the KPIs health In the Workspace Browser a number of new items have been created including the scorecard, a KPI, and two items that appear under the Indicators folder In the Details pane, a number of folders now appear in the Available Items window Because this scorecard was created simply by clicking the Finish button, the health indicator is set automatically along with the layout of the entire scorecard view On the other hand, the developer could have chosen to set members for the columns when building the scorecard view The dimension chosen for the columns is typically Time although this is not a requirement If the developer did not choose dimension members when using the wizard, the dimension and members can be selected from the Dimensions folder in the Details pane, assuming that the developer has published the items to the server Once the dimension is selected, members from that dimension can be selected For example, if the DateCalendar Year dimension is chosen, the members CY 2003 and CY 2004 can be selected In order to get the data to appear, the developer can either publish the scorecard or click the Update button on the Edit ribbon Using these settings changes the scorecard to the one shown in Figure 5-10 Note that the symbol has changed The symbol in Figure 5-9 was a triangle and is yellow, while the circle indicator shown in Figure 5-10 is green This makes sense in Figure 5-10, because for both 2003 and 2004, the actual values are above the targets Whether the indicator in Figure 5-9 should have been yellow or
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