How do I link a scorecard item to a report using Dashboard Designer?

You can use PerformancePoint Dashboard Designer to create and deploy dashboards that contain a wide variety of reports and scorecards for your organization. To enhance your dashboards, you can use some types of scorecard items, including key performance indicators (KPI) or dimension members, as filters for other reports. That is, you can configure some types of scorecard items as filters that each dashboard consumer can use to view additional information that is relevant to those scorecard items.

What do you want to do?

Learn more about linking a scorecard item to a report

Determine which method to use to link a scorecard item to a report

Learn more about linking a scorecard item to a report

When you link an item in a scorecard to a report, you create an interactive dashboard where a scorecard item serves as a filter to display the relevant information that dashboard users want to view.

For example, suppose that you create a dashboard that contains a scorecard, an analytic chart, and an analytic grid. The scorecard shows performance in terms of actual sales compared to sales goals for different product categories. The analytic grid shows sales amounts, order quantities, and gross profit margins for individual products, and the analytic chart shows sales amounts for different geographical regions. You could configure your scorecard and reports to display all the information by default, but that might overwhelm your dashboard users.

Instead, you configure the relevant scorecard items as filters for the analytic reports so that when dashboard users click a product category in the scorecard, they see information in the linked report that pertains to that product category. In particular, the analytic grid displays details for the individual products in the product category the dashboard user clicked, and the analytic chart shows the sales amounts for that product category across the geographical regions. Dashboard users can focus on the details that are relevant to them instead of wading through extraneous information.

Note: There are multiple ways to link an item in a scorecard to a report. The method that you use to create the link depends on the particular scorecard item and the type of report. Be sure to read the next section on how to determine which method to use.

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Determine which method to use to link a scorecard item to a report

You must choose among several different methods to link a scorecard item to a report, depending on how the scorecard is configured and the type of report that you want to link to a particular scorecard item.

For example, if you want to link a scorecard item to a Reporting Services report, you must use a custom property to assign a unique name to the scorecard item. Monitoring Server uses the custom property to run a query and then display the results in the linked report.

In contrast, if you want to link a dimension member or a hierarchy within a dimension that is in a scorecard to an analytic chart, you do not create custom properties. Instead, you use the MemberUniqueName that corresponds to the dimension member or the dimension hierarchy to link the scorecard item and the analytic report. Monitoring Server uses the MemberUniqueName to run a query and then display the results in the linked report.

Important: Be sure to select the method that is the most appropriate for what you want to do.

To learn how to do this

view this article

Configure an item in a scorecard as a filter for an analytic chart or an analytic grid.

Link an item in a scorecard to an analytic report

Configure an item in a scorecard as a filter for a Reporting Services report.

Link an item in a scorecard to a Reporting Services report

Configure a KPI in a scorecard as a mechanism to display a hidden analytic chart or grid and display information that is relevant to the KPI.

Link a KPI in a scorecard to an analytic chart or grid

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