You can use PerformancePoint
Dashboard Designer 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 Dashboard Designer, you can select from 8
report templates and 7 different scorecard templates.
This article describes the different report and scorecard template that are
available.
1.
Report
templates
2.
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 Dashboard Designer. 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.
Analytic Chart:
An analytic chart is an interactive
line,
bar, or pie chart that you create and configure by using Dashboard
Designer. Analytic charts use data that is stored in SQL Server Analysis.For more information, see Overview of PerformancePoint analytic charts and grids and Create an analytic chart or grid by using Dashboard Designer.
Analytic Grid:
An analytic grid is an interactive
table that you create and configure by using Dashboard Designer. Analytic
grids use data that is stored in SQL Server Analysis.For more information, see Overview of PerformancePoint analytic charts and grids and Create an analytic chart or grid by using Dashboard Designer.
Excel Services:
An Excel Services report is an
Excel workbook that was published to Microsoft SharePoint Server 2010 by using
Excel Services. In Dashboard Designer, you do not actually create an Excel Services report; instead, you create a PerformancePoint Web Part to display all or part of an Excel workbook. You can use an Excel Services report to display a PivotChart report, a PivotTable report, or any chart or table that you create in Excel.
For more information, see Overview of Excel Services reports displayed in PerformancePoint Web Parts and Create an Excel Services report by using Dashboard Designer.
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 Overview of PerformancePoint KPI Details reports and Create a KPI Details report by using Dashboard Designer.
ProClarity Analytics Server
Page:
A ProClarity Analytics Server
Page report is a view that was published to ProClarity Analytics Server.In Dashboard Designer, 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 Overview of ProClarity Server reports displayed in PerformancePoint Web Parts and Create a ProClarity Server report by using Dashboard Designer.
Reporting Services:
A Reporting Services report is a
view that was published to SQL Server Reporting Services Report Server. In Dashboard Designer, 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 Overview of Reporting Services reports displayed in PerformancePoint Web Parts and Create a Reporting Services report by using Dashboard Designer.
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 Overview of PerformancePoint strategy maps and Create a strategy map by using Dashboard Designer. |
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 Dashboard Designer, 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 Overview of Web Page reports in Dashboard Designer and Create a Web Page report by using Dashboard Designer.
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 PerformancePoint Dashboard Designer.
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 Overview of the PerformancePoint Decomposition Tree.
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 Overview of
PerformancePoint scorecards.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.
Make sure that Dashboard Designer is configured to use a scorecard wizard. To learn more, see Turn on or off the scorecard wizard in Dashboard Designer.
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
(http://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 Create an Analysis Services scorecard by using Dashboard Designer.
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 Create a blank scorecard by using Dashboard Designer.
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 Create a Fixed Values scorecard
by using Dashboard Designer.
Tabular templates. They include the
following:
- Excel Services
- Excel Workbook
- SharePoint List
- SQL Server Table
For more information, see Create a tabular data scorecard by using Dashboard Designer.
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