Join Ron Davis for an in-depth discussion in this video Dashboard Designer, part of Microsoft Business Intelligence Stack Essential Training.
Dashboard Designer. So, I'm on the home page for for Student Business Intelligence. And I'm going to go to Site Contents. I'm going to go into a content library that has PerformancePoint Content types within it. Very quickly. What I mean by that, if you go into the Settings, you'll see down here all of these content types, that have been added into this library so that we can very easily launch them. So, I'm going to click Items, New Item.
And here's all of those content types. So if I specifically wanted to create in dashboard designer, one of these content types. I could just click it. The wizard would take me straight to it. Otherwise, I'm going to click new item. Now, when I click new item, dashboard designer is going to start. Dashboard designer is what's known as a one-click item. Simply click New Item, and it will start. There's nothing to install for Dashboard Designer, it comes with SharePoint Business Intelligence.
See the little launching application that popped up? And now it's validating the schema. And we will wait for it to launch. So, now I'm over in Dashboard Designer, and, let's take a tour. There're some things that are easily confused. Dashboard Designer is effectively a workspace. What the Dashboard Designer shows me is if I had any items that were up on SharePoint that other people have created. And I had the permissions, then I could go in and see those items and use them in my dashboard.
If you created KPIs, well, we don't want to see all those KPIs, so we would browse the KPIs, and perhaps some of those KPIs, key performance indicators, are something we wanted to use on our dashboard. So, we just double-click it, and that would bring it down to the workspace. And I'll demonstrate that a little bit later on. Here, is my data connections. You see the little pop-up. It says data connections. If I come down here, if you see the little pop-up, it says this PerformancePoint Server. And this other one, PerformancePoint Content Lists.
So, I have two lists: PerformancePoint, and PerformancePoint Content. Up on SharePoint, where I can store items. If I move to the Edit tab, I just have Bulk Edit. It really doesn't do me much good. If I go over to the create tab, here you're going to see content types working. Notice, the only thing that's live is Data Source. If I go here, now everything's live except for data source. And by the way, you see all of these items? These items, new KPI, reseller, these other things are already up on SharePoint, but they're not in the work space.
Thus reinforces what I just said. Let me switch to a different library. Nothing in that library. But if I come back to this library, and for some reason, let's say that I wanted to use this grid that someone else created or that I created in a previous dashboard. If I select it and double click it, datasource no longer exists, and it's because I've deleted out the datasource. But what I want to show you there is now, if I can back over to PerfomancePoint and I go in to workspace, you see that item has been added to my workspace.
I don't want it there, so I'm going to delete it out. Okay. But that's the concept of the item being available in SharePoint and then I add it to my workspace
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