Create or change a hierarchical structure in a scorecard by using Dashboard Designer


Applies to: SharePoint Server 2010 Enterprise

Topic Last Modified: 2010-09-10

After you create a PerformancePoint scorecard that contains multiple key performance indicators (KPIs), you use PerformancePoint Dashboard Designer to create or configure a hierarchical structure for the scorecard. For example, you can promote or demote individual KPIs, and you can configure the position of a KPI in an existing hierarchy.

KPIs can be organized into one of three categories: objective KPIs, non-leaf KPIs, and leaf-level KPIs.

  • Objective KPIs   An objective KPI is a KPI that has non-leaf KPIs indented under it, or a combination of non-leaf KPIs and leaf-level KPIs.

    An objective KPI states performance for an overall goal, because it rolls up related KPI scores into a single summary indicator.

  • Non-leaf KPIs   A non-leaf KPI is a KPI that has leaf-level KPIs that are indented under it.

    A non-leaf KPI heads a group of closely related measures, and it aggregates the values of the leaf-level KPIs that are in the group.

  • Leaf-level KPIs   A leaf-level KPI is at the lowest level of a scorecard hierarchy. It has no KPIs under it in the hierarchy.

    A leaf-level KPI reflects a single performance measure, because it compares actual performance for a single measure to its target value.

The following image shows two objective KPIs, two non-leaf KPIs, and several leaf-level KPIs.

PerformancePoint scorecard showing multiple KPIs

In this image, the Financial Perspective and Increase Shareholder Value KPIs are objective KPIs that show overall performance that is based on the KPIs that are indented under it. The Productivity and Growth KPIs are non-leaf KPIs that each head a group of leaf-level KPIs. The leaf-level KPIs are Expense as % of Revenue, Asset Utilization, Revenue Growth, Gross Margin %, and Revenue Growth New Products.

You can also add dimension members to a scorecard, and you can nest them underneath a KPI. For more information, see Add dimension members to a scorecard by using Dashboard Designer.

Before you begin to promote or demote KPIs in a scorecard, make sure that the scorecard contains multiple KPIs. For more information, see Create and configure a KPI by using Dashboard Designer and Add KPIs to a scorecard by using Dashboard Designer.
To promote or demote a KPI in a scorecard hierarchy
  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. Double-click the scorecard that you want to change to open it.

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

  4. Click the Edit tab.

  5. Make sure the KPIs are in the correct order in the scorecard. To move the KPI up or down in the scorecard, follow these steps:

    1. In the scorecard, click a KPI to select it.

    2. On the ribbon, in the Header group, use the Move Up or Move Down toolbar commands.

      Each time that you click a Move Up or Move Down toolbar command, the KPI that you selected moves one row up or down in the scorecard.

    3. Repeat until all the KPIs are in the order that you want them in the scorecard.

  6. Make sure that the KPIs that you want to promote or demote are configured to use the correct calculations. For example, an objective or non-leaf KPI uses No value for its calculation setting, whereas a leaf-level KPI uses another calculation setting, such as Default, which is a normalized weighted score calculation. For more information about how to view or configure calculation settings for a KPI, see Configure a KPI.

  7. After you have confirmed that all the KPIs are in the correct order and use the correct calculation settings, you are ready to begin promoting or demoting KPIs. Use the following procedure:

    1. In the scorecard, click a KPI to select it.

    2. On the ribbon, in the Header group, use the Decrease Indent or Increase Indent toolbar commands to promote or demote the KPI.

    3. Repeat for each KPI in the scorecard.

  8. On the Edit tab, in the View group, click Update to display the changes that you made to the scorecard.

  9. In the Workspace Browser, right-click the scorecard, and then click Save.