Create a tabular data 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 one of the following scorecard templates:

  • The Excel Services template.

  • The Excel Workbook template.

  • The SharePoint List template.

  • The SQL Server Table template.

These templates correspond to tabular 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.

To create a scorecard by using a tabular data source

  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 Excel 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 Tabular.

  4. In the Template section, select one of the following tabular data sources:

    • Excel Services

    • Excel Workbook

    • SharePoint List

    • SQL Server Table

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

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

    For example, if you selected the Excel Services template, select the Excel Services data source that you want to use.

  7. In the Select KPIs to Import page, you can either create KPIs that are based on measures in the data source that you selected or select existing KPIs. Depending on which option you choose, use one of the procedures in the following table.

    Option Procedure

    Create KPIs that are based on measures in the data source

    		 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.

    Select existing KPIs that you and other dashboard authors have created

    		 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.

  8. (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 data source that you are using for the scorecard must be configured to work with Time Intelligence. For more information, see Configure tabular 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. In the Select a dimension for measure filters section, click Select Dimension.

      Select the dimension 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 filter section, click Select Members.

    4. In the Select Members dialog box, view the list of members that are in the dimension.

      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 filter section, click Select Members.

    6. In the Select Members dialog box, view the list of members that are in the dimension.

      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.

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

  10. (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 Select Dimension to open the Select Dimension dialog box.

      Select the dimension 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, view the list of members that are in the dimension.

      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.

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

    If Next is not available, then click Finish and proceed to Step 13.

  12. 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.

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

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

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

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

After you have created the scorecard, you can configure it. See Edit a scorecard by using Dashboard Designer.

See Also

Concepts

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