If the reader is using the PerformancePoint
Add-in for Excel for the first time, the PerformancePoint action pane will open at
this stage. It is easier to work with Excel if this pane is docked to a side of the Excel
worksheet. Double-clicking on the caption bar of the action pane will dock it to the
left of Excel worksheet.
To create a new business report, the developer must select the Authoring pane by
clicking on the Authoring link at the bottom of the Action pane. The Authoring pane
Figure 7-35 Connecting to the PPS Planning Server is the first step in using
PerformancePoint Add-in for Excel.
C h a p t e r 7 : P l a n n i n g M o d u l e i n P e r f o r m a n c e P o i n t S e r v e r 273
as it appears for the first time is shown in left half of Figure 7-36. The next step is to
add report matrixes in the worksheet. A business report and the corresponding form
template can have multiple Excel worksheets, and each worksheet can have multiple
report matrixes. There are two ways to create a new report matrix: by clicking on
either the Add a New Matrix icon or the Add a New Matrix with Wizard icon.
We will use the Add a new matrix icon for the examples in this chapter.
Clicking on the Add a New Matrix icon will open the New Matrix dialog box.
In the General tab of the dialog box, we will keep the default values for the Name:
Figure 7-36 The left and right sides of this figure show the before and after of the creation
of the report matrix??”Matrix1.
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