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Add dimension members to a scorecard by using Dashboard Designer

 

Applies to: SharePoint Server 2010 Enterprise

Topic Last Modified: 2010-10-18

When you create a PerformancePoint scorecard, the scorecard typically contains at least one key performance indicator (KPI). The scorecard might not contain dimension members. You can use PerformancePoint Dashboard Designer to add one or more dimension members to the scorecard.


importantImportant
A scorecard can contain multiple KPIs that use the same or different data sources. To add one or more dimension members to a scorecard, the scorecard must contain at least one KPI that uses the same data source as the dimension members that you want to add. Before you begin the following procedure, make sure that the scorecard contains at least one KPI that uses the data source that contains the dimension members that you want to use. For more information about how to add a KPI to a scorecard, see Add KPIs to a scorecard by using Dashboard Designer.
In addition, make sure that the scorecard KPIs do not contain dimension filters for the same dimension as the dimension members that you are adding to the scorecard. For example, suppose that the scorecard contains a KPI to show sales performance, and that KPI contains dimension filters to display information for certain product categories. Then, suppose that the dimension members that you want to add to the scorecard contain product categories. Before you add the dimension members to the scorecard, you must make sure that you remove the dimension filter on the KPI. Otherwise, the Decomposition Tree option will be disabled for the scorecard.
To add dimension members to a PerformancePoint scorecard
  1. In Dashboard Designer, locate the Workspace Browser on the left side of the window, and then click PerformancePoint Content. The center pane displays two tabs: SharePoint and Workspace.

  2. Double-click the scorecard that you want to change to open it.

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

  4. In the Details pane, expand Dimensions, and then locate the dimension hierarchy that you want to add.

    noteNote
    If the dimension hierarchy that you want to use is not displayed, make sure that the scorecard contains at least one KPI that uses the data source that contains the dimension members that you want to use. For more information about how to add a KPI to a scorecard, see Add KPIs to a scorecard by using Dashboard Designer.
    Then, in the Details pane, in the Data Source section, use the list to select the data source that contains the dimension hierarchy that you want to use.
  5. From the Details pane, expand Dimensions, and then drag a dimension hierarchy to the scorecard.

    tipTip
    You can put dimension members in rows or columns in the scorecard. In addition, you can put dimension members underneath a KPI.
    As you drag a dimension hierarchy to the scorecard, small blue arrows will appear in the scorecard to show you approximately where the dimension members will be positioned. For example, if the dimension members will be at the same level as a KPI, arrows pointing downward will appear. If the dimension members will be nested underneath a KPI, arrows pointing to the right side of the KPI will appear.

    The Select Members dialog box opens.

  6. For each dimension hierarchy that you add to the scorecard, you can either keep the default selection (this is typically All) or select the dimension members that you want to display.

    To select individual dimension members
    1. In the Select Members dialog box, use the expandable tree control to view the list of members that are in the dimension hierarchy.

    2. Select the items that you want to display in your scorecard.

      tipTip
      To select a group of items at the same time, right-click the top-level dimension in the tree, and then click an available option, such as Select Children or Autoselect Members.
    3. Click OK.

      The Select Members dialog box closes and your scorecard updates to display the members that you selected.

  7. On the Edit tab, in the View group, click Update to refresh the scorecard.

  8. In the Workspace Browser, right-click the scorecard, and then click Save.

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