Make custom master pages available to deployment settings

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Applies to: SharePoint Server 2010 Enterprise

In Microsoft SharePoint Server 2010, you can customize the appearance of a PerformancePoint dashboard by applying a custom master page. For example, you can create and apply a custom master page that uses a theme that matches your organization’s branding and color scheme. This article is an overview for applying a master page to published PerformancePoint dashboards.

Whether you used the default master page (v4.master) as a starting point or created a new custom master page from scratch, you can apply a customized master page to your deployment of a PerformancePoint dashboard. When you deploy a dashboard to a SharePoint site, you must have at least permission level of Designers on the SharePoint site.

Create a custom master page for a PerformancePoint dashboard

There are several ways to create and customize master pages in SharePoint Server 2010. To customize master pages, you need SharePoint Designer 2010. For information about how to create and customize master pages, see Introduction to SharePoint master pages (https://go.microsoft.com/fwlink/p/?LinkId=217527) and Customize a master page to brand your site.

When you finish customizing a master page, the next step is to make it available to the PerformancePoint dashboard deployment properties. One approach is to upload the custom master page to the master page gallery, which we describe in this article.

To upload a custom master page to the master page gallery

  1. In the SharePoint site, click Site Actions, Site Settings, and in the Galleries section click Master pages and layouts.

    Note

    All master pages available for a PerformancePoint dashboard are located in the site collection’s master page gallery for the specified dashboard document library.

  2. Select Documents on the ribbon and then click Upload Document. A Master Page Gallery – Upload Master Page dialog box appears.

  3. Click Browse and locate where you saved your custom master page, and then click OK. Another dialog box appears.

  4. Select Publishing Master Page for Content Type.

  5. Select Compatible UI Version(s) 4 and then select OK. You will see your custom master page in the Master Page Gallery on the All Master Pages page.

You now have the additional option of changing the default master page to the custom master page that you uploaded to the gallery. You can do this by selecting the dashboard in PerformancePoint Dashboard Designer and in the central pane under Deployment Properties, select the Master Page drop-down list.

After deploying your dashboard, you may decide to change the master page in the deployed dashboard. The following instructions show how to do this. The site and all sites that inherit from it will be affected by this change.

To change the current master page

  1. On the page where your PerformancePoint Dashboard is published, click Site Actions and then click Site Settings.

  2. In the Look and Feel section, select Master page. The Site Master Page Settings page appears.

  3. Select the custom master page from the drop-down list.