When
you use PerformancePoint Dashboard Designer to create a scorecard, you can use
a wizard to guide you through the process. You begin by selecting a template.
The template that you select typically corresponds to the data source for at
least one key performance indicator (KPI) in the scorecard. This article
describes how to create a PerformancePoint scorecard by using one of the
following scorecard templates:
ü
The Excel Services
template
ü
The Excel Workbook
template
ü
The SharePoint List template
ü
The SQL Server Table
template
The above templates are corresponding to Tabular data
sources that are available in Dashboard Designer.
To create a scorecard
by using a tabular data source
1.
In Dashboard Designer, in the Workspace Browser, click PerformancePoint Content.
2.
On the Create tab, in the Dashboard Items group,
click Scorecard.
The Select a
Scorecard Template dialog
box opens.
3.
In the Select a
Scorecard Template dialog
box, in the Category section, click Tabular.
4.
In the Template section, select one of the following
tabular data sources:
1.
Excel Services
2.
Excel Workbook
3.
SharePoint List
4.
SQL Server Table
5.
Click OK to close the Select a Scorecard Template dialog box.
6.
In the Select
a Data Source page, select the tabular data source that you want to use,
and then click Next.
For Example, if you
selected the Excel Services
template, select the Excel Services
data source that you want to use.
7.
In the Select KPIs
to Import page,
you can either create KPIs that are based on measures in the data source that
you selected or select existing KPIs. Depending on which option you choose, use
one of the procedures in the following table.
8.
(This is optional.) On the Add Measure Filters page, you can add measure
filters to the KPIs that you have selected or created. You use measure filters
to restrict the information that you display in your scorecard. For example,
suppose that you are creating a scorecard to show sales for some, but not all,
geographical regions of an organization. You can use measure filters to select
just the geographical regions that are of interest. You can also add time
filters to show information for a particular time period, such as for the last
six months or year to date.
To add measure filters
a.
Select the Add measure
filters check box
to enable the Select
Dimension button.
b.
In the Select a
dimension for measure filters section,
click Select
Dimension.
Select the dimension
that you want to use, and then click OK to close the Select Dimension dialog
box.
The Select Members buttons
are enabled.
There are two Select Members buttons:
one for actual values in the KPI, and one for target values.
c.
In the Select a
dimension for actual measure filter section, click Select Members.
d.
In the Select
Members dialog
box, view the list of members that are in the dimension.
Select the items
that you want to include in your filter, and then click OK to
close the Select
Members dialog
box.
e.
In the Select a
dimension for target measure filter section, click Select Members.
f.
In the Select Members dialog box, view the list of members
that are in the dimension.
Select the items
that you want to include in your filter, and then click OK to
close the Select
Members dialog
box.
To add time filters (this is
optional)
a.
In the Enter a
formula for actual measure filter box, type a Time Intelligence formula.
b.
In the Enter a
formula for target measure filter box, type a Time Intelligence formula.
9.
In the Add Measure
Filters box,
click Next.
10.
(This is optional.) On the Add Member Columns page, you can add dimension members in
columns in the scorecard.
To add column members
1.
In the Add Member
Columns dialog
box, select the Add column
members check box
to enable the Select
Dimension button.
2.
Click Select
Dimension to open
the Select
Dimension dialog
box.
Select the dimension
that you want to use, and then click OK to close the Select Dimension dialog
box.
The Select Members button
is enabled.
3.
Click Select
Members to open
the Select
Members dialog
box.
4.
In the Select
Members dialog
box, view the list of members that are in the dimension.
Select the items
that you want to include as column members in your scorecard, and then click OK to
close the Select
Members dialog
box.
11.
In the Add Member
Columns box,
click Next.
If Next is
not available, then click Finish and proceed to Step 13.
12.
On the Locations page, use the Create KPIs in list
to specify a location where you want any KPIs that you created or imported to
be saved, and then click Finish.
The scorecard opens
for editing.
13.
In the center pane, click the Properties tab.
14.
In the Name box, type the name that you want to
use for the scorecard.
15.
(This step is optional.) To specify a location for
the scorecard, click the Display
Folder button,
and then select or create a folder.
16.
In the Workspace
Browser, right-click the scorecard, and then click Save.
Sources: Microsoft
