Showing posts with label basic. Show all posts
Showing posts with label basic. Show all posts

Friday, March 30, 2012

KPI and report deployment on WSS 3.0

Not sure if I really have the correct forum for this posting so appologies if it is not. My question refers to the basic functionality of the new Sharepoint 3.0 both WSS and MOSS.

In version 2.0 of Sharepoint Services reports were displayed in Sharepoint using Report Explored to navigate and Report Viewer to display the report. Also KPI's were displayed in a web part which came from Business Scorecard Manager 2005.

I have been investingation both WSS3.0 and MOSS and have installed WSS3.0 to test. I notice that I can connect to reporting services with CTP2.0 for sql server. I can upload reports into document lists and run them from there. My question is has the old idea of using the report explorer gone as when you have report manager running in sharepoint integration it has no website to upload files or manage permissions. Is the document upload method the new way or am I missing something.

More importantly though is the display of KPI's is this now only available in MOSS 2007 and no longer a function of WSS3.0 as you cannot install Business Scorecard manager on WSS3.0 but it appears this is built in to MOSS.

Any guidelines to this new functionality would be greatly appreciated

W.r.t. to SharePoint integration, you may find the following blog useful. In SP2 SharePoint integration mode, the Report Manager and Management Studio are not supported. Instead, you can deploy reports to WSS libraries from SharePoint, Report Designer in VS.NET, or programatically.

MOSS has a basic built-in support for creating and importing KPIs but it has less features than BSM, e.g. doesn't support scorecards. You can still use BSM (the 2007 version is currently under way) and integrate its scorecards with WSS 3.0.

|||Thanks for the Low Down that is a great help with planning deployment

KPI Aggregation

I am new to using SQL 2005 Analysis Services and am spinning my wheels with something which is seemingly very basic. I have a view which already aggregates data into a comparison for the current month (i.e. Projected Sales, Actual Sales, Type of Sale). When I attempt to use the KPIs to simply use indicators to show which goals have been met, I'm only able to compare the grand totals of all sales and not break it down by specific Sale Type (which the table already does). How can I set things up so that the KPIs will keep the aggregations based on Sale Type instead of combining everything?

Thanks in advance!

Could you provide a more complete picture of your scenario? You mentioned a view (presumably relational?) and KPI's, but what kind of AS 2005 cube do you have in between - and does it have a "Sale Type" dimension? And are the KPI's created in the cube, or defined only in a client tool, like Proclarity or Business Scorecard Manager?|||Thanks for your reply...I have created a relational view which does all the aggregation I need. However, I haven't been able to create the "sale type" dimension successfully, it seems as though it's not a possible option even though this data is clearly pulled in the data source view. I am trying to create the KPIs directly in the cube and not using any client tools.|||So I think that the 1st step you need to take is to create a "Sale Type" dimension for the cube - you can then use it to slice cube data and KPI's by. What problems are preventing you from doing this?