Thursday, 15 September 2011

Dashboard designer 2010 - Create sharepoint list as data source


You can use the data contained in a SharePoint List on a SharePoint Site within PerformancePoint Services by creating a SharePoint List data source in Dashboard Designer.

Data from SharePoint Lists however, only be read. Modification to SharePoint List data must be done from SharePoint.

Steps to create a SharePoint list datasource are :

1. Right-Click the Data Connections folder in the Workspace Browser, and then select New ➪ Data Source.

2. In the Category pane of the Select a Data Source Template dialog box, click Tabular List and then click SharePoint list. Click OK.

3. In the left navigation pane (workspace browser), type a name for your data source.

4. In the center pane, click the Editor tab. In the Data Source Settings section, select the method on which to authenticate to the data source.

5. In the Cache Lifetime drop-down list, type the refresh rate (in minutes) for the cache. Data from this data source will update at this interval.

6. In the Connection Settings section, type the URL to the SharePoint site.

7. In the SharePoint Site List drop-down, select a List collection.

8. In the List drop-down list, select the desired SharePoint list from the collection.

9. Click Test Data Source to confirm that the connection is configured correctly.

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