Create an Analysis Services scorecard by using Dashboard Designer

  • Article

 

Applies to: SharePoint Server 2010 Enterprise

When you use PerformancePoint Dashboard Designer to create a scorecard, you can use a wizard to guide you through the process. You begin by selecting a template. The template that you select typically corresponds to the data source for at least one key performance indicator (KPI) in the scorecard. This article describes how to create a PerformancePoint scorecard by using the Analysis Services template.

This template corresponds to SQL Server Analysis Services data sources that are available in Dashboard Designer.

Note

You can configure Dashboard Designer to use or not to use a wizard to create scorecards. To create a scorecard that uses a particular template, 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.

Create a scorecard by using the Analysis Services scorecard template in Dashboard Designer

To create an Analysis Services scorecard

  1. In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.

  2. On the Create tab, in the Dashboard Items group, click Scorecard. The Select a Scorecard Template dialog box opens.

    Important

    If the Select a Scorecard Template dialog box does not open and a blank scorecard opens instead, then Dashboard Designer is not configured to use a scorecard wizard. To use a scorecard template such as the Analysis Services template, you must turn on the scorecard wizard. For more information, see Turn on or off the scorecard wizard in Dashboard Designer.

  3. In the Select a Scorecard Template dialog box, in the Category section, click Microsoft.

  4. In the Template section, select Analysis Services.

  5. Click OK to close the Select a Scorecard Template dialog box.

  6. In the Select a Data Source page, select the Analysis Services data source that you want to use, and then click Next.

  7. In the Select a KPI Source page, select from one the following options, and then click Next:

    • Create KPIs from SQL Server Analysis Services measures. This option enables you to create a list of potential KPIs or to select existing KPIs that are based on measures in the Analysis Services cube.

    • Import SQL Server Analysis Services KPIs. This option enables you to copy any KPIs that have been defined in the Analysis Services cube into Dashboard Designer.

  8. Depending on which option you selected in Step 7, use one of the procedures in the following table.

    Option Procedure

    Create KPIs from SQL Server Analysis Services measures

    You can either create KPIs that are based on measures in the Analysis Services cube, or select existing KPIs.

    To create new KPIs

    1. In the Select KPIs to Import page, click Add KPI.

      A KPI from the data source that you selected for the scorecard appears.

    2. Continue to click Add KPI until you see the KPI (or KPIs) that you want to use.

    3. To remove any KPIs from the list, select a KPI, and then click Delete Selected KPIs.

      Tip

      To select multiple KPIs, press and hold the CTRL key while you click each KPI in the list.

    4. Click Next.

    To select existing KPIs

    1. In the Select KPIs to Import page, click Select KPI.

      The Select a KPI dialog box opens.

    2. In the Select a KPI dialog box, use the SharePoint Site and Workspace tabs to locate the KPI (or KPIs) that you want to use, and then click OK.

      Tip

      To select multiple KPIs, press and hold the CTRL key while you click each KPI in the list.

    3. Click Next.

    Import SQL Server Analysis Services KPIs

    		 To import KPIs

    1. In the Select KPIs to Import page, wait for the list of any KPIs that have been defined in the Analysis Services cube to appear.

      Tip

      The number of KPIs that might appear depends on the data source that you are using. For example, you might see only one KPI, or there might be no KPIs. If you do not see a KPI that you want to use, click the Previous button, select the Create KPIs from SQL Server Analysis Services measures, and then click Next.

    2. In the Import column, select the check box for each KPI that you want to use.

    3. Click Next.

  9. (This is optional.) On the Add Measure Filters page, you can add measure filters to the KPIs that you have selected or created. You use measure filters to restrict the information that you display in your scorecard. For example, suppose that you are creating a scorecard to show sales for some, but not all, geographical regions of an organization. You can use measure filters to select just the geographical regions that are of interest. You can also add time filters to show information for a particular time period, such as for the last six months or year to date.

    Note

    To apply time filters, the Analysis Services cube that you are using for the scorecard must be configured to work with Time Intelligence. For more information, see Configure Analysis Services data source time settings by using Dashboard Designer.

    To add measure filters

    1. Select the Add measure filters check box to enable the Select Dimension button.

    2. Click the Select Dimension button to open the Select Dimension dialog box.

      Select the dimension hierarchy that you want to use, and then click OK to close the Select Dimension dialog box.

      The Select Members buttons are enabled.

      There are two Select Members buttons: one for actual values in the KPI, and one for target values.

    3. In the Select a dimension for actual measure filters section, click Select Members to open the Select Members dialog box.

    4. In the Select Members dialog box, use the expandable tree control to view the list of members that are in the dimension hierarchy.

      Select the items that you want to include in your filter, and then click OK to close the Select Members dialog box.

    5. In the Select a dimension for target measure filters section, click Select Members to open the Select Members dialog box.

    6. In the Select Members dialog box, use the expandable tree control to view the list of members that are in the dimension hierarchy.

      Select the items that you want to include in your filter, and then click OK to close the Select Members dialog box.

    To add time filters (this is optional)

    1. In the Enter a formula for actual measure filter box, type a Time Intelligence formula.

    2. In the Enter a formula for target measure filter box, type a Time Intelligence formula.

    Tip

    For more information about formulas that you can use, see PerformancePoint Time Intelligence quick reference.

  10. In the Add Measure Filters box, click Next.

  11. (This is optional.) On the Add Member Columns page, you can add dimension members in columns in the scorecard.

    To add column members

    1. In the Add Member Columns dialog box, select the Add column members check box to enable the Select Dimension button.

    2. Click the Select Dimension button to open the Select Dimension dialog box.

      Select the dimension hierarchy that you want to use, and then click OK to close the Select Dimension dialog box.

      The Select Members button is enabled.

    3. Click Select Members to open the Select Members dialog box.

    4. In the Select Members dialog box, use the expandable tree control to view the list of members that are in the dimension hierarchy.

      Select the items that you want to include as column members in your scorecard, and then click OK to close the Select Members dialog box.

  12. In the Add Member Columns box, click Next.

  13. On the Locations page, use the Create KPIs in list to specify a location where you want any KPIs that you created or imported to be saved, and then click Finish.

    The scorecard opens for editing.

  14. In the center pane, click the Properties tab.

  15. In the Name box, type the name that you want to use for the scorecard.

  16. (This step is optional.) To specify a location for the scorecard, click the Display Folder button, and then select or create a folder.

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

After you have created the scorecard, you can configure it. Use the following procedures to configure the scorecard and its KPIs:

See Also

Concepts

Create reports and scorecards by using Dashboard Designer
Add a KPI Details report to a dashboard by using Dashboard Designer