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Overview of PerformancePoint reports and scorecards

Published: November 4, 2010

You can use PerformancePoint Dashboard Designer to create lots of reusable reports and scorecards for your dashboards. As you create each report or scorecard, you begin by selecting a template. In Dashboard Designer, you can select from eight different report templates and seven different scorecard templates. This article describes the different report and scorecard templates that are available.

For information about how to create reports and scorecards, see Create reports and scorecards by using Dashboard Designer.

In this article:

Report templates

PerformancePoint reports can vary greatly in appearance and functionality. In addition, these reports can vary in what you do to create them. For example, you create some reports by using Dashboard Designer. For other reports, you do not actually create the reports; instead, you create a PerformancePoint Web Part to display an existing report. Finally, for some reports, you must have at least one scorecard created to successfully create and display information in those reports.

Template Description

Analytic Chart

An analytic chart is an interactive line, bar, or pie chart that you create and configure by using Dashboard Designer. Analytic charts use data that is stored in SQL Server Analysis.

For more information, see Overview of PerformancePoint analytic charts and grids and Create an analytic chart or grid by using Dashboard Designer.

Analytic Grid

An analytic grid is an interactive table that you create and configure by using Dashboard Designer. Analytic grids use data that is stored in SQL Server Analysis.

For more information, see Overview of PerformancePoint analytic charts and grids and Create an analytic chart or grid by using Dashboard Designer.

Excel Services

An Excel Services report is an Excel workbook that was published to Microsoft SharePoint Server 2010 by using Excel Services.

In Dashboard Designer, you do not actually create an Excel Services report; instead, you create a PerformancePoint Web Part to display all or part of an Excel workbook. You can use an Excel Services report to display a PivotChart report, a PivotTable report, or any chart or table that you create in Excel.

For more information, see Overview of Excel Services reports displayed in PerformancePoint Web Parts and Create an Excel Services report by using Dashboard Designer.

KPI Details

A KPI Details report is a report that serves as a companion to a scorecard to provide additional information about scorecard key performance indicator (KPI) values and properties.

A KPI Details report does not contain or display information by itself; instead, the KPI Details report derives all its information directly from the scorecard to which it is connected. Dashboard users click a value in a scorecard, and the KPI Details report updates to display additional information about that particular scorecard value without cluttering up the scorecard.

For more information, see Overview of PerformancePoint KPI Details reports and Create a KPI Details report by using Dashboard Designer.

ProClarity Analytics Server Page

A ProClarity Analytics Server Page report is a view that was published to ProClarity Analytics Server.

In Dashboard Designer, you do not actually create a ProClarity Analytics Server report; instead, you create a PerformancePoint Web Part to display an existing ProClarity view. You can use a ProClarity Analytics Server Page report to display specific view types, such as the Performance Map, Perspective View, and Decomposition Tree in your dashboard.

For more information, see Overview of ProClarity Server reports displayed in PerformancePoint Web Parts and Create a ProClarity Server report by using Dashboard Designer.

Reporting Services

A Reporting Services report is a view that was published to SQL Server Reporting Services Report Server.

In Dashboard Designer, you do not actually create a Reporting Services report; instead, you create a PerformancePoint Web Part to display an existing Reporting Services report. You can use a Reporting Services report to display powerful reports that were created by using SQL Server Reporting Services Report Builder in your dashboard.

For more information, see Overview of Reporting Services reports displayed in PerformancePoint Web Parts and Create a Reporting Services report by using Dashboard Designer.

Strategy Map

A strategy map is a report that serves as a companion to a scorecard to show relationships between objectives, goals, and KPIs at a glance. Strategy maps are based on the Balanced Scorecard framework.

A strategy map uses a scorecard as its data source and a Visio diagram as its display structure.

For more information, see Overview of PerformancePoint strategy maps and Create a strategy map by using Dashboard Designer.

Web Page

A Web Page report is a fully functional internal or external Web site that you can display alongside other reports in your dashboard.

In Dashboard Designer, you do not actually create a Web Page; instead, you create a PerformancePoint Web Part to display an existing Web site.

For more information, see Overview of Web Page reports in Dashboard Designer and Create a Web Page report by using Dashboard Designer.

Decomposition Tree

A Decomposition Tree is an interactive view that dashboard users open from a scorecard or a report that uses SQL Server Analysis Services data. However, as a dashboard author, you do not create the Decomposition Tree by using PerformancePoint Dashboard Designer. In addition, you cannot display a Decomposition Tree as a top-level report view that is always displayed in a dashboard alongside other reports.

For more information, see Overview of the PerformancePoint Decomposition Tree.

Scorecard templates

A scorecard is a special kind of report that provides a high-level snapshot of performance for a group or an organization. A scorecard provides a visual representation of performance that can give you a summary of progress at a glance. For more information, see Overview of PerformancePoint scorecards.

When you create a PerformancePoint scorecard, you can use a wizard to guide you through the process. When you use a wizard, you begin by selecting a template. The template that you select corresponds to the kind of data source that you plan to use for at least one key performance indicator (KPI) in your scorecard.

Important Important:

To use the different scorecard templates that are available, make sure that Dashboard Designer is configured to use a scorecard wizard. To learn more, see Turn on or off the scorecard wizard in Dashboard Designer.

Template Description

Analysis Services

The Analysis Services scorecard template enables you to create a scorecard that uses an Analysis Services data source for at least one KPI in the scorecard.

Depending on how an Analysis Services scorecard is configured, dashboard users can perform certain tasks that are not necessarily available with other scorecard templates:

  • Use Show Details to view transaction-level details for a particular scorecard value.

  • Open a Decomposition Tree to decompose, or analyze, a group to see its individual members and how they can be ranked according to a selected measure. For more information, see Learn about the Decomposition Tree (http://go.microsoft.com/fwlink/p/?LinkId=204883).

  • View higher or lower levels of data in the scorecard.

  • View dynamic dimension hierarchies in the scorecard.

When you use the Analysis Services scorecard template, you can create KPIs that are based on measures in the data cube, or you can select existing KPIs that you or other dashboard authors have created. However, you can also copy KPIs that are defined in the data cube into the scorecard. This ability to copy KPIs is unique to the Analysis Services scorecard template.

For more information, see Create an Analysis Services scorecard by using Dashboard Designer.

Blank Scorecard

The Blank Scorecard template enables you to create an empty scorecard that has no KPIs or other information. You would typically create a blank scorecard when you and other dashboard authors have already created KPIs.

For more information, see Create a blank scorecard by using Dashboard Designer.

Fixed Values Scorecard

The Fixed Values Scorecard template enables you to create a scorecard that does not use a separate data source. When you use this template, you specify the values for the scorecard while you use the wizard.

For more information, see Create a Fixed Values scorecard by using Dashboard Designer.

Tabular templates. They include the following:

  • Excel Services

  • Excel Workbook

  • SharePoint List

  • SQL Server Table

The four tabular templates (Excel Services, Excel Workbook, SharePoint List, and SQL Server Table) enable you to create a scorecard that uses a tabular data source for at least one KPI in the scorecard. Similar to the Analysis Services scorecard template, when you use a tabular data scorecard template, you can create KPIs that are based on measures in the data source, or you can select existing KPIs that you or other dashboard authors have created.

For more information, see Create a tabular data scorecard by using Dashboard Designer.

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