Create a PerformancePoint scorecard by using a wizard

 

适用于: SharePoint Server 2010 Enterprise

上一次修改主题: 2015-03-09

By using PerformancePoint 仪表板设计器, you can create scorecards for your dashboards. A scorecard is a report type that shows organizational performance by displaying a collection of key performance indicators (KPIs) together with performance targets for those KPIs.

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 your scorecard.

重要

Make sure that 仪表板设计器 is configured to use a scorecard wizard. For more information, see 在仪表板设计器中打开或关闭记分卡向导.

To select a scorecard template

  1. Identify the kind of data source that you want to use for your scorecard. The data source that you want to use will help you determine which scorecard template to select, as described in the following table.

    Data source Scorecard template

    SQL Server Analysis Services

    Analysis Services

    Tabular data source, such as one of the following:

    • An Excel Services file

    • An Excel workbook

    • A SharePoint list

    • A table that is stored in a SQL Server database

    Excel Services, Excel Workbook, SharePoint List, or SQL Server Table

    No particular data source

    Blank Scorecard or Fixed Values Scorecard

  2. Make sure that the data source that you want to use is available. Do this by using the following procedure:

    1. In 仪表板设计器, click the Home tab, and then click Refresh.

    2. In the Workspace Browser, click Data Connections.

    3. In the center pane of the workspace, review the list of data sources on the Server and Workspace tabs.

    4. Confirm that the data source that you want to use is available. If it is not listed, then you might have to create a data connection. For information about how to create a data source, see 创建数据连接 (PerformancePoint Services).

  3. Use the appropriate procedure in the following list to create your scorecard. (For example, if you want to use the SQL Server Analysis Services template, click the link for the 使用仪表板设计器创建 Analysis Services 记分卡 procedure.)

See Also

Concepts

使用仪表板设计器创建报表和记分卡
使用仪表板设计器编辑记分卡
使用仪表板设计器将 KPI 详细信息报表添加到仪表板