Overview of PerformancePoint reports and scorecards

  • Artículo

 

Se aplica a: SharePoint Server 2010 Enterprise

Última modificación del tema: 2016-11-30

You can use Diseñador de paneles de PerformancePoint to create lots of reusable reports and scorecards for your dashboards. As you create each report or scorecard, you begin by selecting a template. In Diseñador de paneles, you can select from eight different report templates and seven different scorecard templates. This article describes the different report and scorecard templates that are available.

For information about how to create reports and scorecards, see Creación de cuadros de mandos e informes con el Diseñador de paneles.

In this article:

  • Report templates

  • Scorecard templates

Report templates

PerformancePoint reports can vary greatly in appearance and functionality. In addition, these reports can vary in what you do to create them. For example, you create some reports by using Diseñador de paneles. For other reports, you do not actually create the reports; instead, you create a PerformancePoint Web Part to display an existing report. Finally, for some reports, you must have at least one scorecard created to successfully create and display information in those reports.

Template Description

Analytic Chart

An analytic chart is an interactive line, bar, or pie chart that you create and configure by using Diseñador de paneles. Analytic charts use data that is stored in SQL Server Analysis.

For more information, see Gráficos y cuadrículas analíticos and Creación de una cuadrícula o un gráfico analíticos.

Analytic Grid

An analytic grid is an interactive table that you create and configure by using Diseñador de paneles. Analytic grids use data that is stored in SQL Server Analysis.

For more information, see Gráficos y cuadrículas analíticos and Creación de una cuadrícula o un gráfico analíticos.

Excel Services

An Servicios de Excel report is an Excel workbook that was published to Microsoft SharePoint Server 2010 by using Servicios de Excel.

In Diseñador de paneles, you do not actually create an Servicios de Excel report; instead, you create a PerformancePoint Web Part to display all or part of an Excel workbook. You can use an Servicios de Excel report to display a PivotChart report, a PivotTable report, or any chart or table that you create in Excel.

For more information, see Información general sobre los informes de Excel Services que se muestran en los elementos web de PerformancePoint and Creación de un informe de Servicios de Excel con el Diseñador de paneles.

KPI Details

A KPI Details report is a report that serves as a companion to a scorecard to provide additional information about scorecard key performance indicator (KPI) values and properties.

A KPI Details report does not contain or display information by itself; instead, the KPI Details report derives all its information directly from the scorecard to which it is connected. Dashboard users click a value in a scorecard, and the KPI Details report updates to display additional information about that particular scorecard value without cluttering up the scorecard.

For more information, see Información general sobre los informes detallados de KPI de PerformancePoint and Creación de un informe detallado de KPI mediante el Diseñador de paneles.

ProClarity Analytics Server Page

A ProClarity Analytics Server Page report is a view that was published to ProClarity Analytics Server.

In Diseñador de paneles, you do not actually create a ProClarity Analytics Server report; instead, you create a PerformancePoint Web Part to display an existing ProClarity view. You can use a ProClarity Analytics Server Page report to display specific view types, such as the Performance Map, Perspective View, and Decomposition Tree in your dashboard.

For more information, see Introducción a los informes de ProClarity Server mostrados en elementos web de PerformancePoint and Crear un informe de ProClarity Server con el Diseñador de paneles.

Reporting Services

A Reporting Services report is a view that was published to SQL Server Reporting Services Report Server.

In Diseñador de paneles, you do not actually create a Reporting Services report; instead, you create a PerformancePoint Web Part to display an existing Reporting Services report. You can use a Reporting Services report to display powerful reports that were created by using SQL Server Reporting Services Report Builder in your dashboard.

For more information, see Introducción a los informes de Reporting Services vistos en elementos web de PerformancePoint and Crear un informe de Reporting Services con el Diseñador de paneles.

Strategy Map

A strategy map is a report that serves as a companion to a scorecard to show relationships between objectives, goals, and KPIs at a glance. Strategy maps are based on the Balanced Scorecard framework.

A strategy map uses a scorecard as its data source and a Visio diagram as its display structure.

For more information, see Mapas de estrategia and Creación de un mapa de estrategia.

Web Page

A Web Page report is a fully functional internal or external Web site that you can display alongside other reports in your dashboard.

In Diseñador de paneles, you do not actually create a Web Page; instead, you create a PerformancePoint Web Part to display an existing Web site.

For more information, see Acerca de los informes de páginas web del Diseñador de paneles and Creación de un informe de página web con el Diseñador de paneles.

Decomposition Tree

A Decomposition Tree is an interactive view that dashboard users open from a scorecard or a report that uses SQL Server Analysis Services data. However, as a dashboard author, you do not create the Decomposition Tree by using Diseñador de paneles de PerformancePoint. In addition, you cannot display a Decomposition Tree as a top-level report view that is always displayed in a dashboard alongside other reports.

For more information, see Introducción al esquema jerárquico de PerformancePoint.

Scorecard templates

A scorecard is a special kind of report that provides a high-level snapshot of performance for a group or an organization. A scorecard provides a visual representation of performance that can give you a summary of progress at a glance. For more information, see Introducción a los cuadros de mandos de PerformancePoint.

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 at least one key performance indicator (KPI) in your scorecard.

Importante

To use the different scorecard templates that are available, make sure that Diseñador de paneles is configured to use a scorecard wizard. To learn more, see Activación o desactivación del asistente para cuadro de mandos en el Diseñador de paneles.

Template Description

Analysis Services

The Analysis Services scorecard template enables you to create a scorecard that uses an Analysis Services data source for at least one KPI in the scorecard.

Depending on how an Analysis Services scorecard is configured, dashboard users can perform certain tasks that are not necessarily available with other scorecard templates:

  • Use Show Details to view transaction-level details for a particular scorecard value.

  • Open a Decomposition Tree to decompose, or analyze, a group to see its individual members and how they can be ranked according to a selected measure. For more information, see Learn about the Decomposition Tree (https://go.microsoft.com/fwlink/p/?LinkId=204883).

  • View higher or lower levels of data in the scorecard.

  • View dynamic dimension hierarchies in the scorecard.

When you use the Analysis Services scorecard template, you can create KPIs that are based on measures in the data cube, or you can select existing KPIs that you or other dashboard authors have created. However, you can also copy KPIs that are defined in the data cube into the scorecard. This ability to copy KPIs is unique to the Analysis Services scorecard template.

For more information, see Creación de un cuadro de mandos de Analysis Services mediante el Diseñador de paneles.

Blank Scorecard

The Blank Scorecard template enables you to create an empty scorecard that has no KPIs or other information. You would typically create a blank scorecard when you and other dashboard authors have already created KPIs.

For more information, see Creación de un cuadro de mandos en blanco mediante el Diseñador de paneles.

Fixed Values Scorecard

The Fixed Values Scorecard template enables you to create a scorecard that does not use a separate data source. When you use this template, you specify the values for the scorecard while you use the wizard.

For more information, see Crear un cuadro de mandos de valores fijos con el Diseñador de paneles.

Tabular templates. They include the following:

  • Excel Services

  • Excel Workbook

  • SharePoint List

  • SQL Server Table

The four tabular templates (Servicios de Excel, Excel Workbook, SharePoint List, and SQL Server Table) enable you to create a scorecard that uses a tabular data source for at least one KPI in the scorecard. Similar to the Analysis Services scorecard template, when you use a tabular data scorecard template, you can create KPIs that are based on measures in the data source, or you can select existing KPIs that you or other dashboard authors have created.

For more information, see Creación de un cuadro de mandos de datos tabulares mediante el Diseñador de paneles.

See Also

Concepts

Creación de cuadros de mandos e informes con el Diseñador de paneles