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Create Fixed Values scorecards by using Dashboard Designer (SharePoint Server 2013)

 

Applies to: SharePoint Server 2013

Topic Last Modified: 2013-12-18

Summary: Learn how to create a fixed values scorecard by using Dashboard Designer.

When you use PerformancePoint Dashboard Designer to create a scorecard, you can use a wizard to guide you through the process. You begin by selecting a template. The template that you select typically corresponds to the data source for at least one key performance indicator (KPI) in the scorecard. This article describes how to create a PerformancePoint scorecard by using the Fixed Values Scorecard template. This template does not require you to use a data source. Instead, you specify the values for the scorecard while you use the wizard.

NoteNote:
You can configure Dashboard Designer to use or not to use a wizard to create scorecards. To create a scorecard that uses the Fixed Values template, make sure that Dashboard Designer is configured to use a scorecard wizard. For more information, see Turn on or off the scorecard wizard in Dashboard Designer.


To create a Fixed Values scorecard by using Dashboard Designer
  1. In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.

  2. On the Create tab, in the Dashboard Items group, click Scorecard. The Select a Scorecard Template dialog box opens.

    ImportantImportant:
    If the Select a Scorecard Template dialog box does not open and a blank scorecard opens instead, then Dashboard Designer is not configured to use a scorecard wizard. To use a scorecard template such as the Fixed Values Scorecard template, you must turn on the scorecard wizard. For more information, see Turn on or off the scorecard wizard in Dashboard Designer.
  3. In the Select a Scorecard Template dialog box, in the Category section, click Standard.

  4. In the Template section, click Fixed Values Scorecard, and then click OK.

  5. In the Select KPIs to import page, notice that a new KPI is already listed in the center pane.

    You can either continue with this one KPI, or you can add more KPIs.

  6. To add KPIs
    1. In the Select KPIs to Import page, click New KPI.

      A KPI from the data source that you selected for the scorecard appears.

    2. Continue to click New KPI until you see the KPI (or KPIs) that you want to use.

    3. To remove any KPIs from the list, select a KPI, and then click Delete Selected KPIs.

      TipTip:
      To select multiple KPIs, press and hold the CTRL key while you click each KPI in the list.
  7. Specify a name, banding type, and actual and target values for each KPI in the list by using the following procedure:

    To set up each KPI in the list
    1. In the KPI Name column, click the default name, and then type a new name for the KPI.

    2. In the Band Type column, use the list to select one of the following options:

      • Increasing is Better

      • Decreasing is Better

      • Closer to Target is Better

    3. In the Actual column, type a number that represents actual results. For example, if you are creating a scorecard for a sales team, you might type a sales amount in this column.

    4. In the Target column, type a number that represents the goal, or target value. For example, if you are creating a scorecard for a sales team, you might type a sales quota amount in this column.

  8. After you have created, named, and configured the KPIs that you want to use in the scorecard, click Next.

  9. On the Locations page, use the Create KPIs in list to specify a location where you want the KPIs that you created to be saved, and then click Finish.

    The scorecard opens for editing.

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

  11. In the Name box, type the name that you want to use for the scorecard.

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

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

After you have created the scorecard, you can configure it. Use the following procedures to configure the scorecard and its KPIs:

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