2010 Microsoft BI Conference Required Slide

2010 Microsoft BI Conference Peter Myers Mentor Solid Quality Mentors Required Slide SESSION CODE: BIE09-INT Extending the Out-of-the-Box Features of PerformancePoint Services 2010 Peter Myers Mentor Solid Quality Mentors

Presenter Introduction Mentor, Solid Quality Mentors BBus, MCITP (Dev, DBA, BI), MCT, MVP 13 years’ experience designing and developing software solutions using Microsoft products pmyers@solidq.com

Session Agenda Alternatives to Customization Skills Required Introducing the PerformancePoint Services API Development and Deployment Process SharePoint Customization Demo: Exploring PPS Customization Scenarios

Alternatives to Customization Consider carefully whether customization is the best fit: Tabular data source: Can I preload data into SQL Server or Analysis Services? Can I create a SQL Server view based on a linked server? Report: Will the native reports produce my requirement? Can a Web Page report produce my requirement? Filter: Is there already a Web Part that does this? Scorecard transform: Will the default scorecard already produce my requirement? Could a report produce my requirement?

Skills Required Deep conceptual understanding of SharePoint Server 2010 and PerfomancePoint Services 2010 Strong .NET development skills UI development skills (for custom editors) Web Part development skills

Introducing the PerformancePoint Services API Enables developers to extend the built-in functionality of PerformancePoint Services to create: Custom extensions: Tabular data source Report Filter Scorecard transforms Extensions are authored in the same way as PPS 2007 Code samples, including helpful Helper Classes, can be found online: http://msdn.microsoft.com/en-us/library/ee558401.aspx

Samples and Helper Classes Helper Classes are provided in the Samples: DataSourceConsumerHelper.cs DataSourceRepositoryHelper.cs ExtensionRepositoryHelper.cs FilterRepositoryHelper.cs ReportViewRepositoryHelper.cs The published samples use these classes to simplify interactions with the PPS CRUD operations to ensure the FCO XML is valid and well formed

Custom Extensions Custom extensions typically include three components: Server-side renderer or provider Editor application Extension metadata Transforms change the appearance, contents, or functionality of scorecards: Before querying the data source After querying the data source Before rendering the scorecard in the Web Part

Development and Deployment Process Create a .NET Class Library project Add references to the PPS assemblies Develop customizations Sign and build the assembly Deployment: Package as a SharePoint site feature – or Register the assembly in the server’s GAC Deploy ASPX editor pages Modify the PPS web.config file to register the assemblies and resources Reset IIS

SharePoint Customization Create custom dashboard pages Create custom Web Parts to act as filters Implement ITransformableFilterValues Create custom Web Parts to consume values passed by PPS Web Parts

Exploring PPS Customization Scenarios Peter Myers Mentor Solid Quality Mentors DEMO

2010 Microsoft BI Conference Required Slide Track PMs will supply the content for this slide, which will be inserted during the final scrub. 2010 Microsoft BI Conference Track Resources Resource 1 Resource 2 Resource 3 Resource 4

2010 Microsoft BI Conference Required Slide Resources Learning Sessions On-Demand & Community Microsoft Certification & Training Resources www.microsoft.com/teched www.microsoft.com/learning Resources for IT Professionals Resources for Developers http://microsoft.com/technet http://microsoft.com/msdn

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2/22/2019 4:38 AM © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.