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Create a KPI Details report by using Dashboard Designer (SharePoint Server 2013)

Published: July 16, 2012

Summary: Learn how to create a Key Performance Indicator (KPI) report by using Dashboard Designer.

Applies to:  SharePoint Server 2013 

Using PerformancePoint Dashboard Designer, you can create a KPI Details report for your dashboard. KPI Details reports are used to show additional information about the KPIs and other items that are in a scorecard. The KPI Details report serves as a companion to a scorecard. This means that a KPI Details report is not used in a dashboard without its accompanying scorecard on the same dashboard page.

You can create a single KPI Details report and then reuse it in multiple dashboards.

To create a KPI Details report by using Dashboard Designer

  1. In the ribbon, click the Create tab. Then, in the Reports group, click KPI Details.

    The report opens for editing.

  2. In the center pane, click the Editor tab. There, you can specify the information that you want to display in the report.

    KPI section Option Description

    Cell Context Information

    Show cell context information

    Select this option to display the following information:

    • Metric

    • Measure

    • Row Path, which corresponds to the scorecard row that was clicked.

    • Column Path, which corresponds to the scorecard column that was clicked.

    Expand cell context sections by default

    By default, this option is selected. It causes the KPI Details report to be expanded to display the information that you specify.

    Show Indicator Options

    Show status graph

    Do not use this option. It does not work in the current version of PerformancePoint Services.

    Show indicator graphic

    Do not use this option. It does not work in the current version of PerformancePoint Services.

    Show Details Information

    Show actual

    Select this option to display actual values when cells in the scorecard's Target column are clicked.

    Show calculation

    Select this option to display how scores are calculated and what banding method is used by the KPI that was clicked.

    KPIs use one of the following calculations:

    • Increasing is better

    • Decreasing is better

    • Closer to target is better

    Show score

    Select this option to show raw scores when cells in the scorecard's Target column are clicked.

    Show threshold grid

    Select this option to determine whether to show the threshold grid when cells in the scorecard's Target column are clicked.

    The threshold grid includes the following information:

    • The kind of indicator that is used by the KPI that was clicked

    • A table showing the different thresholds and performance for a KPI.

    When you select Show threshold grid, you must also select one of the following two options:

    • Percentage threshold values

    • Target values adjusted for indicator threshold percentages

    For metrics with normalized weighted value, show Percentage values

    Select this option to display performance in percentages in the threshold grid.

    For metrics with normalized weighted value, show Target values adjusted for indicator threshold percentages

    Select this option to display performance in numeric values in the threshold grid.

    Show variance

    Select this option to show the variance from the next status threshold.

    For example, if performance is slightly off target for a particular metric, the variance would be how far away the metric is from being on target.

    Additional information

    Show Description

    Select this option to display any text that was entered in the Description box for a KPI (visible on the Properties tab for a KPI in Dashboard Designer).

    Show Comments

    Select this option to display any comments or annotations that have been added to a scorecard.

    Depending on whether comments (or annotations) are enabled in the SharePoint Central Administration Web site, both dashboard authors and dashboard consumers can add comments to a scorecard.

    • Dashboard authors can open a scorecard for editing in Dashboard Designer and add comments by using the Edit tab.

    • Dashboard users can add comments to a scorecard in its SharePoint site by right-clicking a cell, and then clicking Comments.

    Show KPI Properties

    Select this option to display any custom properties that might have been created for each KPI (visible on the Properties tab for a KPI in Dashboard Designer).

    Show Person Responsible

    Select this option to display information about the person who is responsible for the KPI status (which is visible on the Properties tab for a KPI in Dashboard Designer).

  3. In the center pane, click the Properties tab.

  4. In the Name box, type the name that you want to use for the report.

  5. (This step is optional.) To specify a location for the report, click the Display Folder button, and then select or create a folder.

  6. In the Workspace Browser, right-click the report, and then click Save.

After you have created the KPI Details report, you can add it to a dashboard page and connect it to a scorecard. For more information, see Add a KPI Details report to a dashboard by using Dashboard Designer (SharePoint Server 2013).

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