Configure view settings for a scorecard by using Dashboard Designer

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Applies to: SharePoint Server 2010 Enterprise

By using PerformancePoint Dashboard Designer, you can configure view settings for a scorecard. These settings control how a scorecard behaves in a PerformancePoint dashboard. For example, you can control the level of interactivity in a scorecard by enabling or disabling the ability for users to leave comments in a scorecard. You can also specify whether to display a scorecard toolbar, and which toolbar commands to display.

To configure view settings for a PerformancePoint scorecard

  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 a scorecard for which you want to configure view settings.

  3. Double-click the scorecard that you want to change to open it for editing.

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

  5. On the Edit tab, in the View group, click Settings.

    The View Settings dialog box opens. There, you can configure the view settings that you want to use for the scorecard.

  6. To control the level of interactivity in the scorecard, in the View Settings dialog box, select Interactivity in the navigation pane. Then, select or clear the options that you want to enable or disable, as shown in the following table.

    Interactivity Section Option Description

    Allow

    Expand/collapse (+/-)

    Select this option to enable dashboard authors and users to expand and collapse scorecard rows and columns.

    Row members

    Select this option to enable dashboard authors and users to expand and collapse scorecard rows.

    Column members

    Select this option to enable dashboard authors and users to expand and collapse scorecard columns.

    Comments

    Select this option to enable dashboard authors and users to leave comments in scorecard cells.

    Important

    Before you select the Comments option, make sure that "Enable comments" is selected in Central Administration settings for PerformancePoint Services. Otherwise, users might receive an error message when they try to leave comments.

    Allow once deployed

    Drill down

    Select this option to enable dashboard users to drill down to see lower levels of detail in scorecard rows and columns.

    Row members

    Select this option to enable dashboard users to drill down on data in scorecard rows.

    Column members

    Select this option to enable dashboard users to drill down on data in scorecard columns.

    Show details

    Select this option to enable dashboard users to view transaction-level details for a particular scorecard value.

    Note

    In a dashboard, the Show Details command is available only for scorecard cells that contain data that is stored in SQL Server Analysis Services and do not contain calculated values.

    Filter by status

    Select this option to enable dashboard users to filter the information that is displayed in a scorecard by key performance indicator (KPI) status.

    Filter

    Select this option to enable dashboard users to apply filters, such as Top 10 and Value Filters to a scorecard.

    Sort

    Select this option to enable dashboard users to sort rows or columns in a scorecard.

  7. To control the display settings for the scorecard, in the View Settings dialog box, select Display in the navigation pane. Then, select or clear the options that you want to enable or disable, as shown in the following table.

    Display Section Option Description

    Show

    Actual and target headers

    Select this option to display Actual and Target headings in the scorecard.

    Wrapped text in cells

    Select this option to wrap text in scorecard cells. This is useful for row or column members that have longer names.

    Gridlines

    Select this option to display gridlines in a scorecard.

    Messages

    Empty cells

    Select this option to specify what should be displayed in empty scorecard cells.

    If you select the Empty cells option, type the text that you want to display in the Empty cells box.

    Error cells

    Select this option to specify what should be displayed in scorecard cells that have errors.

    The default text is Error. To edit the text, delete the default text and type the text that you want to display in the Error cells box.

  8. To control the display settings for the scorecard, in the View Settings dialog box, select Toolbar in the navigation pane. Then, select or clear the options that you want to enable or disable, as shown in the following table.

    Option Description

    Show scorecard toolbar

    Select this option to display the scorecard toolbar.

    When you select this option, all of the following options are automatically selected. You can keep these selections to clear them to control which toolbar commands are displayed in the scorecard toolbar.

    Similarly, if you select any of the following options, the Show scorecard toolbar option will be selected.

    Filter by Status

    Select this option to display the Filter by Status toolbar command in the scorecard toolbar. This enables dashboard users to view only the KPIs that have a particular status, such as those that are on or off target.

    Default Rollup (average weighted)

    Select this option to display the Default Rollup toolbar command in the scorecard toolbar. This enables dashboard users to view overall performance for objective KPIs based on average weighted values in the scorecard.

    For example, suppose that the scorecard contains an objective KPI that has multiple KPIs nested underneath the objective KPI. If a dashboard user uses the Default Rollup toolbar command, the objective KPI will show overall performance that is based on a weighted average of the nested KPIs.

    Worst Indicator Rollup

    Select this option to display the Worst Indicator Rollup toolbar command in the scorecard. This enables dashboard users to see whether any KPIs in an objective KPI are off target.

    For example, suppose that the scorecard contains an objective KPI that has three KPIs nested underneath the objective KPI. Suppose also that two of those KPIs show that performance is on target, and the third KPI indicates performance is off target. If a dashboard user uses the Worst Indicator Rollup toolbar command, the objective KPI will show performance as off target, based on the status of the third KPI.

    Indicator Count Rollup

    Select this option to display the Indicator Count Rollup toolbar command in the scorecard. This enables dashboard users to see how many KPIs are in each kind of status for a given objective KPI.

    For example, suppose that the scorecard contains an objective KPI that has four KPIs nested underneath the objective KPI. Suppose also that one KPI shows that performance is off target, and three show that performance is on target. If a dashboard user uses the Indicator Count Rollup toolbar, objective KPI will summarize that information by displaying numeric totals for each indicator.

    Show as Tree

    Select this option to display the Show as Tree toolbar command in the scorecard. This enables dashboard users to toggle between a hierarchical view or a flatter, tabular view of the scorecard.

    Collapse All

    Select this option to display the Collapse All toolbar command in the scorecard. This enables dashboard users to collapse rows in the scorecard and view only high-level information.

    Expand All

    Select this option to display the Expand All toolbar command in the scorecard. This enables dashboard users to expand rows in the scorecard to view lower levels of information.

    Show Inline Text

    Do not use this option. It does not work in the current version of PerformancePoint Services.

  9. To control the display settings for the scorecard, in the View Settings dialog box, select Filters in the navigation pane. Then, select or clear the options that you want to enable or disable, as shown in the following table.

    Option Description

    Filter empty rows

    Select this option to prevent empty rows from displaying in the scorecard.

    Filter by status

    Select any of the following options to display only the KPIs that have the status that you select.

    • On Target

    • Slightly Off Target

    • Off Target

  10. After you have specified the display options that you want to use for the scorecard, in the View Settings dialog box, click OK.

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

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

See Also

Concepts

Edit a scorecard by using Dashboard Designer
Create a scorecard by using Dashboard Designer
Create and configure a KPI by using Dashboard Designer