You can use business overview Web parts to display and compare measures, which are calculations of data from OLAP cubes, across various periods. You also can use these Web part to display lists of KPIs that include period comparison information. KPIs are business metrics that can be summarized in terms of a comparison, goal, value, and status. For example, you might use this Web part to compare this month's sales with last month's sales.

Both measures and KPIs display information from OLAP cubes, which are set up in SQL Server Analysis Services. These cubes include data that is viewable by specified dimensions and members. For more information about cubes and KPIs, see Microsoft SQL Server Analysis Services cubes.

Note Note

Key Performance IndicatorsWeb parts, which are located in the All Web Parts> Dashboardlist of the Add Web Partsdialog box, also are commonly used to display KPIs on Role Centers. You must be using Office SharePoint Server to use the Key Performance IndicatorsWeb part. For information about this and other available Windows SharePoint Services and Office SharePoint Server Web parts, see the documentation for those products.

For more information about reports and other business intelligence features, see Reporting. For information about the types of page views or other types of Web part and page modifications, see Modify Role Center pages.

Note Note

This Web part will not work if you are using a computer with the Internet Explorer Enhanced Security Configuration enabled. If you experience problems with this Web part, contact your system administrator for information about inactivating this security configuration, or other troubleshooting steps.

Add a business overview Web part

When you add a business overview Web part, you can specify whether to display measures or KPIs by selecting the mode.

Note Note

You can change the mode only when no measures or KPIs are added to the Web part.

  1. Click the Add a Web Partlink where you want to add the business overview Web part.

  2. In the Add Web Partsdialog box, select Business Overview Web Partin the All Web Parts> Miscellaneouslist. Click Add.

  3. Click editin the upper-right corner of the Web part, and click Modify My Web Part.

  4. In the tool pane, select the path to the .odc file, which is the connection to the SQL Server Analysis Services database.

  5. In the mode list, select whether to display business overview measures or KPIs in the Web part.

  6. Enter a name for the Web part.

  7. Modify other Web part properties, as appropriate, and click OK. For more information about Web part properties, see Modify Role Center pagesand the Windows SharePoint Services or Office SharePoint Server documentation.

    See the next procedure for information about adding measures or KPIs to the Web part.

Add indicators to business overview Web parts

Each business overview Web part can display either measures or KPIs, both called indicators, which display business information with period comparisons.

  1. In the business overview Web part, click Add Indicators.

  2. Select the cube that the indicator displays information from.

  3. Select the indicator to add.

  4. Select the period comparison to display.

  5. Select whether to split out the information by dimension and attribute, and then select the dimension and attribute to use. For example, you can choose to display your sales information by business segment.

  6. Select the format for the display values:

    • Select whether this indicator displays currency amounts or numeric information. For example, your monthly sales totals might be currency amounts, whereas item inventory counts might be numeric amounts.

    • Select whether an increase or decrease in values is preferable. For example, you might typically prefer sales totals to increase and customer returns to decrease.

  7. To link the indicator to a SQL Server Reporting Services report, enter the link to the report. For more information about SQL Server Reporting Services reports, see Microsoft SQL Server Reporting Services reports.

  8. Enter a name for the indicator as it will be displayed in the Web part.

  9. Click OK.

Modify or remove an indicator, or change the order of the indicators

  1. In the business overview Web part, click Manage Indicators.

  2. Select whether to display indicator information for the current company or all companies that you have access to in the cube.

  3. Select the currency to use to display indicator values.

  4. Complete one of the following tasks:

    • To change the order of the indicators, select a number from the list to specify the numeric order.

    • To modify an indicator, click the Edit Indicatoricon. Modify the information in the Business Overview - Edit Indicatorform, and click OK.

    • To remove an indicator from the Web part, click the Delete Indicatoricon and confirm the deletion.

  5. Click OK.

Working with business overview information on Role Centers

When you display business overview information on Role Centers, you also can view any connected reports and view additional indicator details.

Task

Instructions

View dimension details

Expand the indicators in the Web part by clicking the plus sign or anywhere in the row.

View drilldown reports

If an indicator name is a link and the indicator is linked to a SQL Server Reporting Services report, click the link to view the report.

See Also