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Create strategy maps by using Dashboard Designer (SharePoint Server 2013)

SharePoint 2013
 

Applies to: SharePoint Server 2013

Topic Last Modified: 2013-12-18

Summary: Learn how to create a strategy map by using PerformancePoint Dashboard Designer.

Using PerformancePoint Dashboard Designer, you can create a strategy map for your dashboard. The strategy map uses a scorecard as its data source, and a Visio diagram as its visual display structure. When you create and configure a strategy map, you connect individual shapes in a Visio diagram to KPIs in a scorecard. The color of each shape indicates whether performance is on or off target for that particular item.

ImportantImportant:
Before you create a strategy map report, make sure that the correct version of Visio is installed on your computer. The version that you use must be compatible with PerformancePoint Dashboard Designer.
  • If you are using the 64-bit edition of Dashboard Designer, then you must install the 64-bit edition of either Visio 2010 or Visio 2013.

  • If you are using the 32-bit edition of Dashboard Designer, then you must install the 32-bit edition of either Office Visio 2007 or Visio 2010.

Before you begin to create your strategy map, make sure that the following items have been created:

  • A diagram that was created by using Visio 2007, Visio 2010 or Visio 2013. The diagram cannot consist of complex shapes (groups or sets of other shapes).

    TipTip:
    We recommend that you create your Visio diagram before you create your strategy map. However, you can create a Visio diagram in Dashboard Designer by importing stencils.
  • A scorecard that was created by using Dashboard Designer.

When you create a strategy map, you do this in two main phases. First, you create the basic structure of the strategy map. Next, you configure the strategy map to display information.

To create the basic structure of the strategy map
  1. In Dashboard Designer, locate the Workspace Browser pane. Click PerformancePoint Content.

  2. In the ribbon, click the Create tab, and then in the Reports group, click Strategy Map. The Create a Strategy Map Report wizard opens.

  3. In the Select a Scorecard step of the wizard, select the scorecard that you want to use, and then click Finish.

    The strategy map opens in the center pane of the workspace.

  4. In the center pane, click the Properties tab. In the Name box, type the name that you want to use for the report.

    To specify a location for the report, click the Display Folder button and select or create a folder.

  5. In the Workspace Browser, right-click the strategy map, and then click Save. Proceed to the next section to configure the strategy map.

To configure the strategy map to display information
  1. Begin with the strategy map open for editing in Dashboard Designer. Click the Edit tab, and then click Edit Strategy Map.

    The Strategy Map Editor dialog box opens.

  2. In the Strategy Map Editor dialog box, do one of the following:

     

    Situation Action

    You have already created a Visio diagram

    click Import Visio File, and then browse to the location where the Visio diagram is saved. Then click Open.

    The Visio diagram opens in the Strategy Map Editor dialog box.

    You want to create a Visio diagram

    Click Stencil. Browse to the location where the Visio stencils are located, and then click Open.

    Use the stencil shapes to create your Visio diagram in the Strategy Map Editor dialog box.

  3. Click a shape in the Visio diagram, and then click Connect Shape.

    The Connect Shape dialog box opens and displays the scorecard that was selected for the strategy map.

  4. In the Connect Shape dialog box, click the cell that you want to connect to the shape that you selected.

    If you want the color of the shape to update automatically to indicate whether performance is on or off target, make sure that you click in a cell that is in the Target column. (The Target column is the column that contains the graphical indicator).

  5. Click Connect.

  6. (This step is optional.) To replace the text inside a shape with the text that is used for the scorecard KPI, select the check box next to Show KPI name in shape text.

    For example, if the KPI is called "Sales Amount" and you select the check box, then the words "Sales Amount" will replace whatever text was in the shape.

  7. Repeat steps 4-6 for each shape in the Visio diagram that you want to connect to the scorecard KPIs.

  8. When you have finished connecting shapes to KPIs, in the Connect Shape dialog box, click the Close button.

  9. In the Strategy Map Editor dialog box, click the Apply button.

    The dialog box closes and the strategy map appears in the center pane of the workspace.

  10. In the Workspace Browser, right-click the strategy map, and then click Save.

During or after the time when you create a strategy map, you can easily edit it. For example, you can configure or replace the Visio diagram that you use for the strategy map.

To edit a strategy map
  1. In Dashboard Designer, open a strategy map.

  2. In the ribbon, click the Edit tab, and then click Edit Strategy Map.

    The Strategy Map Editor dialog box opens.

  3. Use the Strategy Map Editor to make one or more of the following changes to the strategy map:

     

    To achieve this Perform this step

    Move an object in the diagram

    Drag it to a new location.

    Use a different diagram

    Click Import Visio File, browse to the diagram that you want to use, and then click Open.

    (The diagram opens in the Strategy Map Editor dialog box, where you can link each shape to a KPI.)

    Open and use a stencil

    Click Stencil. Browse to the stencil that you want to use, and then click Open.

    (A stencil is a collection of shapes associated with a particular Visio template. You can use a stencil to revise all instances of a shape on the page. You can also use a stencil to change a shape by applying your own custom shape to a diagram.)

    Configure the connection between a shape and a KPI

    Click the shape, and then click Connect Shape. In the Select a KPI dialog box, select a KPI and then click Close.

    Disconnect a shape from a KPI

    Click a shape, and then click Disconnect Shape.

    Make all the shapes fit on one page in Visio

    Click Resize to Fit.

    Make all the shapes fit on one printed page

    Click Fit for Print.

  4. In the Workspace Browser, right-click the strategy map, and then click Save.

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