Add a KPI Details report to a dashboard by using Dashboard Designer


Applies to: SharePoint Server 2010 Enterprise

Topic Last Modified: 2010-06-08

Using PerformancePoint Dashboard Designer, you can add a KPI Details report to a dashboard that contains a scorecard. A KPI Details report is useful for providing additional information about scorecard key performance indicator (KPI) values and properties.

To add a KPI Details report, you first open a dashboard for editing, and then you add the KPI Details report to a dashboard page.

Before you start, make sure that a KPI Details report exists. For more information, see Create a KPI Details report by using Dashboard Designer.
To open a dashboard 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. Locate the dashboard to which you want to add a KPI Details report.

    Make sure that the dashboard that you select contains a scorecard. A KPI Details report must be connected to a scorecard to display information.
  3. Double-click the dashboard that you want to change to open it for editing.

  4. If the dashboard contains more than one page, open the page that you want to edit. To do this, follow these steps:

    1. In the center pane, click the Editor tab.

    2. In the Pages section, click the name of the page that will contain the KPI Details report.

To add a KPI Details report to a dashboard page
  1. Begin with a dashboard page open for editing in Dashboard Designer, and the Editor tab displayed.

  2. In the Details pane on the right side of the window, expand the list of available reports. Drag the KPI Details report to a dashboard zone.

  3. Within the KPI Details box that you added to the dashboard, click the down arrow located to the right side of the report name, and then click Create Connection. The Connection dialog box opens, which enables you to configure the connection between the KPI Details report and a scorecard.

  4. Click the Items tab. In the Get values from list, select the scorecard that you want to connect to the KPI Details report. (You should see the KPI Details report already listed in the Send values to box.

    If the dashboard page contains any dashboard filters, you might see those filters in the Get values from list together with any scorecards that might be there. Although you can connect a filter to a scorecard, filters do not work directly with the KPI Details report. This is because all the information that is displayed in the KPI Details report is determined by where dashboard users click in its accompanying scorecard.
  5. Click the Values tab and locate the Connect to list. In the Connect to list, select Cell.

  6. Use the Source value list to select Cell: Context.

  7. Click OK to close the Connection dialog box. In the center pane of the workspace, in the Connections box for the KPI Details report, you can see the name of the scorecard that you have connected to it.

  8. In the Workspace Browser, right-click the dashboard and then click Save. Deploy the dashboard to view and test the KPI Details report.