Change the toolbar on a scorecard

When you design a scorecard in PerformancePoint Dashboard Designer, you can decide which options appear on the scorecard toolbar, or change options that were previously specified. These options enable the scorecard user to change the scorecard display.

Important: Before you change the scorecard options, you should update the scorecard to make sure that you have the most recent data.

To change the toolbar on a scorecard, take the following steps:

  1. In the Workspace Browser, click Scorecards.

  2. On the Server or Workspace tab, double-click the scorecard that you want to modify.

  3. On the Editor tab, select any column or cell, and then click the Edit tab. In the Scorecard Editor section, click Toolbar Options.

  4. In the Toolbar Options dialog box, specify whether or not you want the scorecard toolbar to be available in a deployed dashboard.

  5. (Optional) If you select the option to make the toolbar available, make sure that you select or clear the toolbar options that are listed in the dialog box.

      Toolbar Options

    The following table lists the available options:

    Toolbar option

    Description

    Show scorecard toolbar

    Displays the scorecard toolbar with the selected options.

    Show expand all

    Displays the Expand All button in the scorecard toolbar. Scorecard users can click the button to expand all rows in the scorecard.

    Show collapse all

    Displays the Collapse All button in the scorecard toolbar. Scorecard users can click the button to collapse all rows that are expanded in the scorecard.

    Show status filter

    Displays the Filter Status button in the scorecard toolbar. Scorecard users can click the button to filter scorecard row elements by indicator type.

    Show sort and filter

    Displays the Sort menu and the Filter menu on the scorecard toolbar when the scorecard is in View mode.

    Show status filters by default

    Displays a drop-down list on the scorecard toolbar that enables users to select an indicator filter for the scorecard. For example, the user might select a filter that displays only those KPIs that have a green stoplight indicator.

    Show worst child rollup

    Displays the Show worst child rollup button on the scorecard toolbar. Scorecard users can click the button to move the lowest-performing KPI to the top of the scorecard.

    Show default rollup

    Displays the Average weighted button on the scorecard toolbar. Scorecard users can click the button to display the average of all child KPI scores for a selected non-leaf KPI.

    Show indicator count rollup

    Displays the Show indicator count rollup button in the scorecard toolbar. Scorecard users can click the button to display the count of each type of indicator that appears in the scorecard tree.

  6. Click OK to add the selected toolbar options to the scorecard definition.

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