Create and configure a strategy map as part of a Balanced Scorecard that you create by using Dashboard Designer
Applies to: SharePoint Server 2010 Enterprise
A Balanced Scorecard includes a scorecard and corresponding strategy map to display performance across four main organizational areas or perspectives: financial perspective, customer perspective, internal perspective, and learning and growth perspective.
This article describes how to create and configure an example PerformancePoint strategy map to use as part of a Balanced Scorecard.
Tip
To download a sample Visio diagram that you can use for a Balanced Scorecard, see Example Visio Diagram for a Balanced Scorecard (https://go.microsoft.com/fwlink/p/?LinkId=237627).
In this article
Create and configure a Visio diagram to use in a Balanced Scorecard
Create and configure a strategy map report by using Dashboard Designer
Create and configure a Visio diagram to use in a Balanced Scorecard
In PerformancePoint Services, a strategy map report uses a Microsoft Visio diagram for its visual structure and a scorecard for its data source. To create a strategy map, begin by creating and configuring a Visio diagram. You can create and configure a Visio diagram in the following ways:
Open an existing Visio diagram and configure it
Create and configure a new Visio diagram
Tip
Make sure that the Visio diagram contains enough sections and shapes to connect to the key performance indicators (KPIs) that are used in the scorecard. The shapes in the Visio diagram can be squares, rectangles, ovals, and so on. Do not use stencils or complex shapes in Visio diagrams that you create for a Balanced Scorecard because the strategy map might not be displayed correctly.
To download a sample diagram, see Example Visio Diagram for a Balanced Scorecard (https://go.microsoft.com/fwlink/p/?LinkId=237627).
To create and configure a Visio diagram
Click Start, click All Programs, click Microsoft Office, and then click Microsoft Visio 2010.
Microsoft Visio opens and displays a list of templates.
On the File tab, in the Template Categories group, click General, click Basic Diagram, and then click Create.
A new drawing opens.
In the Shapes pane, select Basic Shapes to display a list of available shapes.
From the Shapes pane, drag a shape to the drawing. Repeat for each shape that you want to add.
To edit a shape, do any of the following:
To change the size of a shape, point to a side selection handle. Then press and hold the mouse button and drag the handle to resize the shape.
To move a shape, click to select it, and then use the directional arrow keys on the keyboard to move the shape to a different location.
To optionally add text to a shape, double-click the shape, and then type the text that you want to use.
To optionally edit font settings for text in a shape, double-click a shape that contains text to select the text. Then, on the Home tab, in the Font group, use the available toolbar commands to edit the font that is used in the shape.
On the File tab, click Save As, and save the file to your computer.
After you create the Visio diagram, proceed to Create and configure a strategy map report by using Dashboard Designer.
To configure an existing Visio diagram
Open an existing Visio diagram for editing.
Tip
To download a sample Visio diagram that you can use for a Balanced Scorecard, see Example Visio Diagram for a Balanced Scorecard (https://go.microsoft.com/fwlink/p/?LinkId=237627).
In the Shapes pane, select Basic Shapes to display a list of available shapes.
To add a shape from the Shapes pane, drag a shape to the drawing.
To remove a shape, click the shape to select it, and then press the Delete key on the keyboard.
To edit a shape, do any of the following steps:
To change the size of a shape, point to a side selection handle. Then press and hold the mouse button, and drag the handle to resize the shape.
To move a shape, click to select it, and then use the directional arrow keys on the keyboard to move the shape to a different location.
To optionally add text to a shape, double-click the shape, and then type the text that you want to use.
To optionally edit font settings for text in a shape, double-click a shape that contains text to select the text. Then, on the Home tab, in the Font group, use the available toolbar commands to edit the font that is used in the shape.
On the File tab, click Save to save your changes.
After you configure a Visio diagram, the next step is to create a strategy map report by using Dashboard Designer.
Create and configure a strategy map report by using Dashboard Designer
Important
Before you begin to perform the following procedures, verify that the following prerequisites are in place:
-
You have at least Design permissions assigned to you in SharePoint Server.
-
You have at least Read permissions assigned to you in the SQL Server databases that are used.
-
Dashboard users have at least Read permissions assigned in SharePoint Server and in SQL Server.
To create a strategy map for use in a Balanced Scorecard
Click Start, click All Programs, click SharePoint, and then click PerformancePoint Dashboard Designer.
In the Workspace Browser, click PerformancePoint Content.
On the Create tab, in the Reports group, click Strategy Map.
The Create a Strategy Map Report wizard opens.
On the Select a Scorecard page, select the scorecard that you created for the Balanced Scorecard, and then click Finish.
The strategy map opens for editing with the Editor tab open in the center pane.
In the ribbon, on the Edit tab, click Edit Strategy Map.
The Strategy Map Editor dialog box appears.
In the Strategy Map Editor dialog box, click Import Visio File, browse to where the Visio diagram is saved, and then click Open.
In the Strategy Map Editor dialog box, click a shape to select it, and then click Connect Shape.
The Connect Shape dialog box appears and displays the scorecard that was selected for the strategy map.
In the Connect Shape dialog box, take the following steps:
Click a cell in the Target column that corresponds to the KPI that you want to connect to the shape. (The Target column contains graphical indicators.)
To optionally replace the text inside the shape with the text that is used for the scorecard KPI, select the check box next to Show KPI name in shape text.
Click Close.
The shape changes color to according to the KPI that is connected to it.
Repeat steps 7 and 8 for each shape in the diagram.
After connecting shapes to KPIs, click Apply to close the Strategy Map Editor dialog box.
The strategy map appears on the Editor tab in the center pane of the workspace.
In the center pane, click the Properties tab, and then specify the following settings:
In the Name box, type a name such as Strategy Map for the strategy map report.
To optionally provide a description for the report, type a description in the Description box.
To optionally specify a display folder for the report, next to the Display Folder box, click the Browse button, and then select or create a folder.
In the Workspace Browser, right-click the report, and then click Save.
The next step is to create a dashboard page and assemble the Balanced Scorecard. Proceed to Assemble and publish a Balanced Scorecard by using Dashboard Designer.