Create blank scorecards by using Dashboard Designer

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Applies to: SharePoint

Topic Last Modified: 2017-07-28

Summary: Learn how to create a blank scorecard by using Dashboard Designer in SharePoint Server.

When you create a blank scorecard by using Dashboard Designer, you create an empty scorecard that has no key performance indicators (KPIs) or other information. Then, you configure the scorecard to add the KPIs and other items that you want to display in the scorecard. You would typically create a blank scorecard when you and other dashboard authors have already created KPIs.

To create a KPI, see Create and configure a KPI by using Dashboard Designer.

To create a blank scorecard
  1. In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.

  2. On the Create tab, in the Dashboard Items group, click Scorecard.

  3. Depending on whether Dashboard Designer is configured to use a wizard to create scorecards, one of the following actions occurs:

    • The Select a Scorecard Template dialog box opens.

      If this occurs, select the Blank Scorecard template. Do this by using the following procedure:

      1. In the Select a Scorecard Template dialog box, in the Category section, click Standard.

      2. In the Template section, click Blank Scorecard.

      3. Click OK to close the Select a Scorecard Template dialog box, and then proceed to Step 4.

    • A blank scorecard opens for editing.

      If this occurs, proceed to Step 4.

    You can configure Dashboard Designer to use or not to use a wizard to create scorecards. For more information, see Turn on or off the scorecard wizard in Dashboard Designer.
  4. In the center pane, click the Properties tab.

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

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

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

  8. Proceed to configure the scorecard to add content to it. See Edit scorecards by using Dashboard Designer.