Create a PerformancePoint scorecard by using a wizard


Applies to: SharePoint Server 2010 Enterprise

Topic Last Modified: 2011-02-18

By using PerformancePoint Dashboard Designer, you can create scorecards for your dashboards. A scorecard is a report type that shows organizational performance by displaying a collection of key performance indicators (KPIs) together with performance targets for those KPIs.

When you create a PerformancePoint scorecard, you can use a wizard to guide you through the process. When you use a wizard, you begin by selecting a template. The template that you select corresponds to the kind of data source that you plan to use for your scorecard.

Make sure that Dashboard Designer is configured to use a scorecard wizard. For more information, see Turn on or off the scorecard wizard in Dashboard Designer.
To select a scorecard template
  1. Identify the kind of data source that you want to use for your scorecard. The data source that you want to use will help you determine which scorecard template to select, as described in the following table.


    Data source Scorecard template

    SQL Server Analysis Services

    Analysis Services

    Tabular data source, such as one of the following:

    • An Excel Services file

    • An Excel workbook

    • A SharePoint list

    • A table that is stored in a SQL Server database

    Excel Services, Excel Workbook, SharePoint List, or SQL Server Table

    No particular data source

    Blank Scorecard or Fixed Values Scorecard

  2. Make sure that the data source that you want to use is available. Do this by using the following procedure:

    1. In Dashboard Designer, click the Home tab, and then click Refresh.

    2. In the Workspace Browser, click Data Connections.

    3. In the center pane of the workspace, review the list of data sources on the Server and Workspace tabs.

    4. Confirm that the data source that you want to use is available. If it is not listed, then you might have to create a data connection. For information about how to create a data source, see Create data connections (PerformancePoint Services).

  3. Use the appropriate procedure in the following list to create your scorecard. (For example, if you want to use the SQL Server Analysis Services template, click the link for the Create an Analysis Services scorecard by using Dashboard Designer procedure.)