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Define custom properties for a PerformancePoint KPI

SharePoint 2010
 

Applies to: SharePoint Server 2010 Enterprise

Topic Last Modified: 2011-03-25

After you have created a PerformancePoint key performance indicator (KPI), you can use PerformancePoint Dashboard Designer to define one or more custom properties for that KPI. You might define custom properties for KPIs for various reasons that include those that are described in the following list:

  • To enable dashboard users to browse to additional information from a scorecard. For example, you can use a custom property to add a hyperlink to a scorecard that enables users to open dashboard page or a website that provides more information.

  • To pass values from a KPI to another report in the dashboard. For example, you can use a custom property to use a KPI as a filter for an analytic chart or grid. That way, when users click the KPI, additional information about that KPI is displayed in the analytic report.

  • To apply custom extensions, such as scorecard transform operations by using the PerformancePoint Services application programming interface (API). For example, you can use a custom property to apply a transform operation that changes the way a scorecard is displayed without actually changing the scorecard itself.

When you define custom properties for a KPI, you begin by opening an existing KPI for editing. Then, you use the Editor tab in the center pane of Dashboard Designer to additionally configure that KPI.

importantImportant
Before you perform the procedures in this article, make sure that you have an existing KPI to configure. To create a KPI, see Create and configure a KPI by using Dashboard Designer.

To open a KPI for editing
  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. Using the SharePoint and Workspace tabs, locate a KPI that you want to configure.

  3. Double-click the KPI that you want to configure to open it for editing.

When you define a custom property for a KPI, you use the Properties tab. You select a property type, and then specify a value and description for the new custom property.

To define a custom property for a KPI
  1. In the center pane, on the Properties tab, in the Custom Properties section, click New Property.

    The Property Type Selector dialog box opens.

  2. In the Property Type Selector dialog box, select a property type, and then click OK.

    You can select from four options, which are described in the following table.

     

    Property type Description

    Text

    Use a Text property to specify a phrase or a query.

    For example, you can type an MDX query that can be used by another report, such as an analytic report, an Excel Services report, or a SQL Server Reporting Services report that uses SQL Server Analysis Services data.

    Decimal

    Use a Decimal property to specify a numeric value.

    For example, you can type a decimal value that can be used to provide additional information in the dashboard.

    Date

    Use a Date property to specify a full date that includes month, day, and year.

    The date can be displayed in a scorecard, or it can be passed to another report, such as a Reporting Services report or an Excel Services report.

    Hyperlink

    Use a Hyperlink property to specify a website address (URL).

    For example, you can type a URL to a site that contains additional relevant information.

    The new property is listed in the Custom Properties section.

  3. In the Custom Properties section, in the Value column, specify a value that corresponds to the property type that you selected in Step 2.

  4. (This step is optional.) In the Description column, type a description for the custom property.

  5. Repeat Steps 1-4 for each custom property that you want to add to a KPI.

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

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