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Create a Fixed Values scorecard by using Dashboard Designer
Published: September 16, 2010
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.
Note:
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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
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In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.
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On the Create tab, in the Dashboard Items group, click Scorecard. The Select a Scorecard Template dialog box opens.
Important:
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.
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In the Select a Scorecard Template dialog box, in the Category section, click Standard.
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In the Template section, click Fixed Values Scorecard, and then click OK.
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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.
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To add KPIs
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In the Select KPIs to Import page, click New KPI.
A KPI from the data source that you selected for the scorecard appears.
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Continue to click New KPI until you see the KPI (or KPIs) that you want to use.
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To remove any KPIs from the list, select a KPI, and then click Delete Selected KPIs.
Tip:
To select multiple KPIs, press and hold the CTRL key while you click each KPI in the list.
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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
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In the KPI Name column, click the default name, and then type a new name for the KPI.
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In the Band Type column, use the list to select one of the following options:
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Increasing is Better
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Decreasing is Better
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Closer to Target is Better
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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.
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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.
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After you have created, named, and configured the KPIs that you want to use in the scorecard, click Next.
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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.
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In the center pane, click the Properties tab.
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In the Name box, type the name that you want to use for the scorecard.
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(This step is optional.) To specify a location for the scorecard, click the Display Folder button, and then select or create a folder.
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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:
