Search This Blog

Thursday, March 6, 2014

Create scorecard in dashboard designer SharePoint 2010

Scorecards are dashboard items that show performance for one or more metrics. Scorecards compare actual results to specified goals and express the results by using graphical indicators. A scorecard resembles a table that usually has Target and Actual value columns and one or more key performance indicators (KPIs).

When you create a scorecard by using Dashboard Designer, you can select from several different methods:

* You can use a wizard to set up a basic scorecard. This is useful when you are new to Dashboard Designer and you do not have many existing dashboard items that you can reuse. This method is also useful when want to quickly and easily create a scorecard. When you use a wizard to create a scorecard, you start by selecting the kind of data source that will be used by at least one KPI in the scorecard. You use the wizard to create the scorecard, and then you finish configuring the scorecard in the workspace.

* You can create a blank scorecard and then manually add the KPIs and other items that you want to use in the scorecard. This is useful when you or other dashboard authors have already created one or more KPIs.

Method 1 -
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.


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

1. In Dashboard Designer, 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.

5. Create a blank scorecard by using Dashboard Designer -When you create a blank scorecard by using PerformancePoint 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 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.
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. After you and other dashboard authors have created scorecards by using PerformancePoint Dashboard Designer, you can then edit those scorecards to display information in a particular way.

No comments:

Post a Comment