Create or edit properties in Dashboard Designer

You can use PerformancePoint Dashboard Designer to create and edit dashboard elements, including indicators, key performance indicators (KPIs), scorecards, reports, data source connections, and dashboard pages. Each element that you and other dashboard authors create has its own set of properties. Properties are categorized as general properties, custom properties, or permissions. Use the following table to determine what property type you want to edit:

Edit this type:

    to do this:

General properties

  • Change the name of a dashboard element.

  • Specify where to save a dashboard element in PerformancePoint Monitoring Server.

  • Specify who owns a dashboard element.

Custom properties

  • Add internal information to a dashboard element that extends the functionality of that element, such as creating a way to link a scorecard KPI to an analytic report in a dashboard.

  • Store additional information with a dashboard element that you use with the Monitoring Server Software Development Kit (SDK).

Permissions

  • Assign or change Editor permissions for an element.

  • Assign or change Reader permissions for an element.

Note: You must have Editor permissions to edit properties in Dashboard Designer. If you do not have Editor permissions for an element that you want to modify or use, you can open the element in your workspace, save it to a different location, and then republish it to Monitoring Server. By default, you have Editor permissions for any element that you create or publish.

What do you want to do?

Edit general properties

Create or edit custom properties

Assign or change user permissions

Edit general properties

You edit one or more of the general properties when you want to change the name or description of the element, who owns the element, or where to save the element in Monitoring Server. You view general properties in Dashboard Designer only; not in Windows SharePoint Services.

Note: Before you begin, make sure that you or other users have created elements in Dashboard Designer.

  1. In Dashboard Designer, click the Home tab, and then click Refresh to refresh the list of elements that are saved to Monitoring Server.

  2. In the Workspace Browser, click an element type, such as Dashboards, KPIs, Scorecards, Reports, Data Sources, or Indicators. The center pane of the workspace displays two tabs: Server and Workspace. The Server tab lists all the elements that you and other dashboard authors have published to Monitoring Server. The Workspace tab lists all the elements that you have created or opened in your workspace.

    Click the Workspace tab to view the list of elements that are available in your workspace. If the element that you want to edit is not listed, click the Server tab, and then double-click the element to open it in your workspace.

  3. Click the Properties tab, and review the information in the General Properties section. There, you can edit the name, description, owner, and display folder for the element.

    • To change the name of an element, type a different name in the Name box.

    • To add or change the description of an element, type the information in the Description box.

    • To change the owner of an element, type the name of a group or individual in the Person Responsible box using the format DOMAIN\username.

    • To store the element in a different folder on Monitoring Server, click Browse, and then select or create a new folder.

  4. When you finish editing the general properties of an element, click the Home tab, and then click Publish Item to save your changes to Monitoring Server.

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Create or edit custom properties

You create or edit custom properties when you want to extend the functionality of dashboard elements in one of the following ways:

Link scorecard KPIs to other reports in a dashboard

You create custom properties when you want to create links between scorecard KPIs and other reports. When you link KPIs to other reports, you create a custom property for each KPI that you want to link. You use the custom property to configure links between that KPI and the report or reports in your dashboard. After you deploy your dashboard, each of the linked KPIs acts as a filter for the other reports. When dashboard consumers click one of those KPIs, the linked report displays additional information that is related to the KPI. (For more information, see Link scorecard KPIs to analytic reports).

Add internal information to a dashboard element

You can use custom properties to add notes or other information to a dashboard element that you do not want dashboard consumers to see. For example, suppose that you use a report that was created by another dashboard author. You have questions about the data source that the report uses, but you do not want to change the data source that is used by the report. You decide to add a custom property to post your question about the report. When other Dashboard Designer users see your question, they can post their responses by using custom properties as well. This is an efficient way to keep all the information for a given element in one location in Dashboard Designer without cluttering your deployed dashboards. You and other Dashboard Designer users can view the information that you add by using custom properties, but dashboard consumers using Windows SharePoint Services cannot.

Store information for an element that you use with the Monitoring Server SDK

You can use Monitoring Server SDK to create custom solutions such as extensions, custom elements, and custom wizards, but you must often add information to dashboard elements before you can use them with the SDK. To add that information, you create custom properties that include the information. For example, suppose that you use Monitoring Server SDK to create a wizard that helps an organization to create dashboards and automate that process. Dashboard consumers use the wizard to select a criterion, such as a team name, and then the wizard generates a dashboard that contains several different reports or scorecards specific to that team. To implement the wizard, you must first create custom properties for each report and scorecard that include team names and other values. When dashboard consumers use the wizard, it calls the values that you list in the custom properties. (For more information about how to use Monitoring Server SDK, see PerformancePoint Monitoring SDK on MSDN.)

Note: Custom properties are optional; you only use them when you want to extend the functionality of your dashboard elements.

Create custom properties

Note: Before you begin, make sure that you or other users have created elements in Dashboard Designer.

  1. In Dashboard Designer, click the Home tab, and then click Refresh to refresh the list of elements that are saved to Monitoring Server.

  2. In the Workspace Browser, click an element type, such as Dashboards, KPIs, Scorecards, Reports, Data Sources, or Indicators. The center pane of the workspace displays two tabs: Server and Workspace. The Server tab lists all the elements that you and other dashboard authors have published to Monitoring Server. The Workspace tab lists all the elements that you have created or opened in your workspace.

    Click the Workspace tab to view the list of elements that are available in your workspace. If the element that you want to edit is not listed, click the Server tab, and then double-click the element to open it in your workspace.

  3. In the workspace for the element that you selected, click the Properties tab. Then, in the Custom Properties section, click New Property. The Property Type Selector dialog box opens.

  4. Select the property type that you want to add, and then click OK. A blank row appears in the Custom Properties section.

  5. Specify a name, value, and description for the new property as described in the following table.

    Note: You cannot change the text in the Type column.

In this column

type this

Name

A word or a phrase that describes the custom property. The name that you type can include numbers and special characters, such as punctuation marks and asterisks.

Value

The value that you specify depends on the property type.

  • Text     Type a word or a phrase. The word or phrase that you type can include special characters, such as punctuation marks, brackets, and parenthesis. For example, when you want to link KPIs to other reports in your dashboard, you might type an MDX unique name that has the form [Hierarchy].[Level].[Name], which corresponds to a member or a measure in the SQL Server 2005 Analysis Services data cube. As another example, when you want to make a note about an element that will only be visible in Dashboard Designer, you might type a simple sentence or two and include punctuation, such as periods, exclamation points, or question marks.

  • Decimal     Type a numeric value. The value must be a decimal number, which can be a positive or negative number.

  • Date     Type a calendar date. The date should be in a format that matches the regional settings for the computer that you are using to run Dashboard Designer. For example, if your computer uses the format YYYY-MM-DD, then the date that you enter in the Value column must use the same format.

  • Hyperlink     Type a Web site address (URL) to an internal or external Web site. The URL that you enter must begin with http:// or https://.

Description

Type words or phrases that describe the custom property and how you want to use it.

  1. When you finish creating custom properties, click the Home tab, and then click Publish Item to save your changes to Monitoring Server.

Edit or delete custom properties

Note: Before you begin, make sure that you or other users have created elements in Dashboard Designer, and that those elements contain one or more custom properties.

  1. In Dashboard Designer, click the Home tab, and then click Refresh to refresh the list of elements that are saved to Monitoring Server.

  2. In the Workspace Browser, click an element type, such as Dashboards, KPIs, Scorecards, Reports, Data Sources, or Indicators. The center pane of the workspace displays two tabs: Server and Workspace. The Server tab lists all the elements that you and other dashboard authors have published to Monitoring Server. The Workspace tab lists all the elements that you have created or opened in your workspace.

    Click the Workspace tab to view the list of elements that are available in your workspace. If the element that you want to edit is not listed, click the Server tab, and then double-click the element to open it in your workspace.

  3. In the workspace for the element that you selected, click the Properties tab. Then, review the information in the Custom Properties section. There, you can edit or delete your custom properties.

    • To delete a custom property, click in the blank column that is located to the left of the Name column to select its row, and then click Delete Selected Properties.

    • To change a property type, delete the property and then create a new one.

    • To change a name, value, or description, click in an appropriate column and type the new information. Refer to the following table as a guide.

In this column

type this

Name

A word or a phrase that describes the custom property. The name that you type can include numbers and special characters, such as punctuation marks and asterisks.

Value

The value that you specify depends on the property type.

  • Text     Type word or a phrase. The word or phrase that you enter can include special characters, such as punctuation marks, brackets, and parenthesis. For example, when you want to link KPIs to other reports in your dashboard, you might type an MDX unique name that has the form [Hierarchy].[Level].[Name], which corresponds to a member or a measure in the Analysis Services 2005 data cube. As another example, when you want to make a note about an element that will only be visible in Dashboard Designer, you might type a simple sentence or two and include punctuation, such as periods, exclamation points, or question marks.

  • Decimal     Type a numeric value. The value must be a decimal number, which can be a positive or negative number.

  • Date     Type a calendar date. The date should be in a format that matches the regional settings for the computer that you are using to run Dashboard Designer. For example, if your computer uses the format YYYY-MM-DD, then the date that you enter in the Value column must use the same format.

  • Hyperlink     Type a Web site address (URL) to an internal or external Web site. The URL that you enter must begin with http:// or https://.

Description

Type words or phrases that describe the custom property and how you want to use it.

  1. When you finish editing your custom properties, click the Home tab, and then click Publish Item to save your changes to Monitoring Server.

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Assign or change user permissions

You can edit the permissions for elements in Dashboard Designer. For example, you can assign Editor permissions to enable other users to view, modify, or delete elements in Dashboard Designer. Or, you can assign Reader permissions that enable users to only view elements in Dashboard Designer.

Note: The following procedure assumes that you or other users have created elements in Dashboard Designer.

  1. In Dashboard Designer, click the Home tab, and then click Refresh to refresh the list of elements that are saved to Monitoring Server.

  2. Locate the Workspace Browser, and then click an element type, such as Dashboards, KPIs, Scorecards, Reports, Data Sources, or Indicators. The center pane of the workspace displays two tabs: Server and Workspace. The Server tab lists all the elements that you and other dashboard authors have published to Monitoring Server. The Workspace tab lists all the elements that you have created or opened in your workspace.

    Click the Workspace tab to view the list of elements that are available in your workspace. If the element that you want to edit is not listed, click the Server tab, and then double-click the element to open it in your workspace.

  3. In the center pane of the workspace, click the Properties tab, and review the information in the Permissions section.

  4. To add or edit permissions, do the following:

    • To add a user and assign permissions, click New Permission. In the User column, type the user's name in the format DOMAIN\username, and then assign either the Editor or Reader role.

    • To edit permissions, click in the Role column for a user, and then select Editor or Reader. Users who have the Editor role can modify a dashboard element; users who have the Reader role can only view it.

      Note: You must have Editor permissions in order to edit permissions for a given element. If you do not have Editor permissions for an element that you want to modify or use, you can open the element in your workspace, save it to a different location, and then republish it to Monitoring Server. By default, you have Editor permissions for any element that you create or publish.

  5. Repeat until you finish editing the permissions for an element.

    Note: Make sure that each user has only one type of permissions. For example, if you assign Editor permissions to a user, do not also assign Reader permissions to the same user.

  6. Click the Home tab, and then click Publish Item to save your changes to Monitoring Server.

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