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SharePoint 2010 PerformancePoint Services : Data Sources - Import from Excel Workbook

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The Import from Excel Workbook data source option behaves differently from the other data source options because it does not maintain a live connection. In other words, if you import a workbook and values within that workbook change, the changes will not be reflected until you import that data again. The workbook will be serialized and stored inside of the PPS content repository. Use Excel Services if you need to maintain a live connection to an Excel data source. The primary case for using an Excel workbook as a data source is when using static data that is not likely to change over time. For example, you might use this option when creating a set of custom filter values that can be passed to various reports on the dashboard.

The Import from Excel Workbook option enables you to import data from an existing workbook or to create the workbook during the process of creating the data source. This option also requires Excel to be installed on the same computer as Dashboard Designer.

Due to interoperability requirements from the .NET Framework, it is important that the processor architecture for the operating system match the processor architecture for the version of Excel that is installed. Table 1 illustrates the combinations that work on the client machine.

Table 1. Possible Interoperability Requirements
 Windows x86Windows x64
Excel 2007 (x86 only)WorksDoes not work
Excel 2010 x86WorksDoes not work
Excel 2010 x64N/AWorks

Caution

Office introduced several new methods of running Office applications such as Excel in the 2010 release. Aside from the standard installation, you can use the Click2Run technology and run applications from Office Online. However, none of these work with PPS or Dashboard Designer. The only supported method for using Excel with PPS is the tried-and-true MSI-based installation.


Import Data from an Existing Workbook

This example leads you through the steps of importing data located in a workbook named Actors.xlsx, as shown in Figure 1.

Figure 1. Data for the scorecard is stored in this Excel workbook called Actors.xlsx.

1.
After creating a new data source based on the Import from Excel Workbook template, the Import screen appears.

2.
You have the option to either Import or Edit data. For this example, import data from the Actors.xlsx workbook. To do this, click the Import button to browse for the workbook.

Note

It is also possible to start from a new Excel workbook by clicking the Edit button rather than the Import button. This launches a blank workbook where you can enter data.

3.
If the first row contains header names, accept the default check, and then click Accept.

4.
When the data is imported, preview the data to verify that the columns are tagged properly as either a dimension or a fact (see Figure 2).

Figure 2. Verify that the columns are tagged properly as dimension or fact.

The data is imported successfully with the exception of the Actor_ID column, which was expected. This occurred because the data in this column is of type integer. Therefore, the import process assumes this column will be used as a fact, but you want to use it as a dimension.

5.
To change the Actor_ID column type from a fact to a dimension, use the Column Type property in the Details Properties pane. Each column header indicates if it is of type Fact or Dimension.

After you make this change, the data source is ready for use. Figure 3 shows the data used in a scorecard. Again, notice that you are now working with a dimensional and not tabular data structure.

Figure 3. This scorecard is based on data imported from an Excel workbook.
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