Microsoft KB Archive/942512

= How to use Excel Services as a data source in Microsoft Office PerformancePoint Server 2007 Monitoring and Analytics =

Article ID: 942512

Article Last Modified on 10/6/2007

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APPLIES TO


 * Microsoft Office PerformancePoint Server 2007, 32 Bit Edition
 * Microsoft Office PerformancePoint Server 2007, 64 Bit Edition

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SUMMARY
In Microsoft Office PerformancePoint Server 2007 Monitoring and Analytics (PPS M&A), you can use multiple data sources in a scorecard. One of these data sources is Excel Services. Excel Services is a part of Microsoft Office SharePoint Services (MOSS) 2007.



MORE INFORMATION
You can publish an Excel workbook to Excel Services in multiple ways. In the Excel Service data source, PPS M&A can use only tables or named ranges in an Excel workbook. Excel Services is a tabular data source in PPS M&A. PPS M&A also supports the following tabular data sources:
 * Microsoft Office Excel 2007
 * A Microsoft Windows SharePoint Services 3.0 list
 * A Microsoft Office SharePoint Server 2007 list
 * A Microsoft SQL Server 2005 table
 * A Microsoft SQL Server 2000 table

Publish an Excel workbook to Excel Services
To publish an Excel workbook to Excel Services, follow these steps:
 * 1) Create a new workbook in Excel 2007.
 * 2) In the Excel workbook, in an Excel sheet, create a table or a named range.
 * 3) Click the Microsoft Office button, point to Publish, and then click Excel Services.
 * 4) In the Save As dialog box, click My SharePoint Sites.
 * 5) Specify a location in a MOSS site where you want to publish the Excel workbook.

Note Excel Services must be enabled on the MOSS site.
 * 1) Click Excel Services Options.
 * 2) In the Excel Services Options dialog box, select the table or the named range in the current Excel workbook, and then click OK.

Note If you want to select a table, click Sheets. If you want to select a named range, click Items in the workbook.
 * 1) In the File name text box, specify a name for the Excel workbook.
 * 2) Click to select the Open in Excel Services check box, and then click Save.

After the Excel workbook is published successfully, the content of the Excel workbook is displayed in the Web browser. Then, you can use the table or the named range in a data source that is based on the published Excel workbook.

Use the data from an Excel sheet in a scorecard
To use the data from an Excel sheet in a scorecard, follow these steps:
 * 1) Open the scorecard in PerformancePoint Dashboard Designer.
 * 2) Click the Create tab, and then click Data Source in the Object group.
 * 3) In the Select a Data Source Template dialog box, select Tabular List under Category, click Excel Services under Template, and then click OK.
 * 4) In the Create a Data Source dialog box, type a name that you want to use for the data source in the Name text box, and then click Finish.
 * 5) Click the Editor tab.
 * 6) In the SharePoint Site text box, type the URL of the SharePoint site where you publish the Excel workbook.

Note If the Excel workbook is in the Documents folder on the main SharePoint site, type http://localhost or http://. If the Excel workbook is under a sub site, type http:// /.
 * 1) In the Document Library list, select the document library that contains the Excel workbook.
 * 2) In the Excel Workbook list, select the Excel workbook that you published.
 * 3) In the Item Name text box, type the name of the table or the name of the named range in the Excel workbook.

Notes
 * 1) * You can click Test Connection to verify that you can successfully connect to the table or to the named range.
 * 2) * You must specify the name of a table or the name of a named range in the Item Name text box. Otherwise, you cannot obtain data from the Excel workbook.
 * 3) Click the View tab.
 * 4) In the properties pane, set the appropriate properties of the data source.

After you follow these steps, you can use the data that is retrieved from the data source in the scorecard. Additionally, any change in the published Excel workbook is reflected in the scorecard.

Keywords: kbhowto kbinfo kbexpertiseadvanced KB942512

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