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Dashboards using SQL Server tables RRS feed

  • Question

  • Hello,

    I want to create dashboards using SQL Server tables, I am new to this, please provide some resources or any help on it.

    Regards,

    Omkar

    Friday, January 25, 2008 1:53 PM

Answers

  • Hello,

    You will want to look at "Tabular" datasources. For data sources for your reports.

    This is a link to the Performance Point team blog on using Excel Services as a datasource, but the SQL datasource is also part of a tabular one. NOTE: Be sure to "Publish" your datasource to make sure it shows up as as datasource for your report to use.

    http://blogs.msdn.com/performancepoint/archive/2007/07/12/how-to-use-excel-services-as-a-data-source.aspx

     

    Here is also a good link for some PPS training from MS.

    http://www.microsoft.com/business/performancepoint/resources/training.aspx

     

    Below are the steps from the PPS dashboard designer help "Create a SQL Server Table data source":

    To set up a SQL Server Table data source

    1. Click the Create tab, and then click Data Source.

    2. In the Select a Data Source Template dialog box, click Tabular List and then click the SQL Server Table icon. Click OK.

    3. In the Name text box, type the data source name.

    4. (Optional) Click the Select Display Folder button, and then enter a new folder location, or click Browse to select a location.

      The folder that you specify will appear in the Workspace Browser, which is useful for organizing multiple reports.

    5. (Optional) Select the Grant Read permission to all authenticated users check box to enable users to read the data and settings in the data source.

    6. Click Finish.

      This sets up the basic structure for your data source and displays a confirmation screen.

    7. On the confirmation screen, click Close. Your data source is now available for editing in the workspace.

    8. (Optional) To complete the data source set up, configure properties, time dimensions, and aggregation settings. For information about how to configure these settings, see:

    To configure a connection to a SQL Server Table data source

    1. Click the Editor tab in the workspace to establish the connection settings. Do this by selecting either Use Standard Connection or Use the following connection.

      1. If you select Use Standard Connection, type the name of the server where the SQL Server data resides and then select the database.

      2. If you select Use the following connection, type a connection string to the server and then select the table.

    2. From the Tables drop-down list, select the tables that you want to include in your data source.

    3. In the Cache Settings section, in the Interval text box, type the refresh rate (in minutes) for the cache. Data from this data source will be updated at this interval.

    4. Click Test Connection to confirm that the connection is correctly configured.

    5. When you finish configuring the data source, click the Home tab, and then click Publish All.

    Hope this helps.

    - Mike

    Monday, January 28, 2008 9:00 PM

All replies

  • Any help ?

    Saturday, January 26, 2008 6:28 AM
  • Hello,

    You will want to look at "Tabular" datasources. For data sources for your reports.

    This is a link to the Performance Point team blog on using Excel Services as a datasource, but the SQL datasource is also part of a tabular one. NOTE: Be sure to "Publish" your datasource to make sure it shows up as as datasource for your report to use.

    http://blogs.msdn.com/performancepoint/archive/2007/07/12/how-to-use-excel-services-as-a-data-source.aspx

     

    Here is also a good link for some PPS training from MS.

    http://www.microsoft.com/business/performancepoint/resources/training.aspx

     

    Below are the steps from the PPS dashboard designer help "Create a SQL Server Table data source":

    To set up a SQL Server Table data source

    1. Click the Create tab, and then click Data Source.

    2. In the Select a Data Source Template dialog box, click Tabular List and then click the SQL Server Table icon. Click OK.

    3. In the Name text box, type the data source name.

    4. (Optional) Click the Select Display Folder button, and then enter a new folder location, or click Browse to select a location.

      The folder that you specify will appear in the Workspace Browser, which is useful for organizing multiple reports.

    5. (Optional) Select the Grant Read permission to all authenticated users check box to enable users to read the data and settings in the data source.

    6. Click Finish.

      This sets up the basic structure for your data source and displays a confirmation screen.

    7. On the confirmation screen, click Close. Your data source is now available for editing in the workspace.

    8. (Optional) To complete the data source set up, configure properties, time dimensions, and aggregation settings. For information about how to configure these settings, see:

    To configure a connection to a SQL Server Table data source

    1. Click the Editor tab in the workspace to establish the connection settings. Do this by selecting either Use Standard Connection or Use the following connection.

      1. If you select Use Standard Connection, type the name of the server where the SQL Server data resides and then select the database.

      2. If you select Use the following connection, type a connection string to the server and then select the table.

    2. From the Tables drop-down list, select the tables that you want to include in your data source.

    3. In the Cache Settings section, in the Interval text box, type the refresh rate (in minutes) for the cache. Data from this data source will be updated at this interval.

    4. Click Test Connection to confirm that the connection is correctly configured.

    5. When you finish configuring the data source, click the Home tab, and then click Publish All.

    Hope this helps.

    - Mike

    Monday, January 28, 2008 9:00 PM