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Assemble and publish a Balanced Scorecard by using Dashboard Designer

SharePoint 2010
 

Applies to: SharePoint Server 2010

Topic Last Modified: 2011-12-22

A Balanced Scorecard provides a high-level view of organizational performance at a glance. In PerformancePoint Services, a Balanced Scorecard consists of a dashboard page that contains a scorecard and corresponding strategy map. The scorecard and strategy map show performance information for key performance indicators (KPIs) across four main perspectives: the financial perspective, the customer perspective, the internal perspective, and the learning and growth perspective. This article describes how to assemble and publish a Balanced Scorecard by using PerformancePoint Dashboard Designer.

tipTip
The procedures in this article assume that you have already created and configured a scorecard and its corresponding strategy map report by using Dashboard Designer. For more information, see the following resources:

After you have created a scorecard and strategy map, use the following process to assemble and publish a Balanced Scorecard:

  1. Create a dashboard page by using Dashboard Designer

  2. Add the scorecard and strategy map to the dashboard page

  3. Publish the dashboard

importantImportant
Before you begin to perform the tasks that are described in this article, verify that the following prerequisites are met:
  • A scorecard and strategy map are already created.

  • Microsoft Visio Viewer is installed on every computer where the dashboard will be viewed. To download Visio Viewer, see Visio 2010: Visio Viewer (http://go.microsoft.com/fwlink/p/?LinkId=237626).

  • You have at least Design permissions assigned to you in SharePoint Server.

  • You have at least Read permissions assigned in the SQL Server databases that are used for the scorecard.

  • Dashboard users have at least Read permissions assigned in SharePoint Server and in the SQL Server databases that are used.

For more information, see Authorization and permissions in PerformancePoint Services (SharePoint Server 2010).

Begin by creating a dashboard page.

To create a dashboard page for a Balanced Scorecard
  1. In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.

  2. On the Create tab, in the Dashboard Items group, click Dashboard.

    The Select a Page Layout Template dialog box appears.

  3. For best results, select the 2 Columns template, and then click OK.

    A dashboard page opens for editing with the Editor tab open in the center pane.

  4. On the Editor tab, in the Pages section, select the default text that says Page 1 and type a name such as Summary for the page.

  5. In the center pane, click the Properties tab, and then specify the following settings:

    • In the Name box, type Balanced Scorecard.

    • Optionally, in the Description box, type a description for the dashboard.

    • Optionally, in the Person Responsible box, type the name of the person responsible for overall organizational performance.

    • Optionally, next to the Display Folder box, click the Browse button, and then select or create a display folder for the dashboard.

  6. In the Workspace Browser, right-click the Balanced Scorecard dashboard, and then click Save.

    Do not close Dashboard Designer. Keep it open for the following procedure.

The next step is to add the scorecard and the strategy map to the dashboard.

To add the scorecard and the strategy map to the dashboard page
  1. Begin with the Balanced Scorecard dashboard page open for editing. In the center pane, click the Editor tab.

  2. In the Details pane, expand Scorecards, and then expand PerformancePoint Content to locate the scorecard that was created for the Balanced Scorecard.

  3. From the Details pane, drag the scorecard to the Left Column zone in the center pane.

  4. In the Details pane, expand Reports, and then expand PerformancePoint Content to locate the strategy map report that was created for the Balanced Scorecard.

  5. From the Details pane, drag the strategy map to the Right Column zone in the center pane.

  6. In the Workspace Browser, right-click the Balanced Scorecard dashboard, and then click Save.

    Do not close Dashboard Designer. Keep it open for the following procedure.

The final step is to publish the dashboard to SharePoint Server.

To publish the Balanced Scorecard dashboard
  1. Begin with the Balanced Scorecard dashboard page open for editing. In the center pane, click the Properties tab.

  2. In the Deployment Properties section, take the following steps:

    1. Next to the Document Library box, click Browse to open the Document Library dialog box. Select Dashboards, and then click OK.

    2. In the Master Page list, select a template, such as v4.

    3. Select the Include page list for navigation check box.

  3. In the Workspace Browser, right-click the Balanced Scorecard dashboard, and then click Save to save the publishing settings.

  4. In the Workspace Browser, right-click the Balanced Scorecard dashboard, and then click Deploy to SharePoint.

    The dashboard is published to SharePoint Server and opens in a browser window.

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