Add an element to a PerformancePoint dashboard in a SharePoint site

You can use PerformancePoint Dashboard Designer to create, edit, and deploy dashboards in your organization. To begin, you create individual dashboard elements, such as reports, scorecards, dashboard pages, and filters, and then publish those elements to PerformancePoint Monitoring Server. Next, you add one or more of those elements to a dashboard. Finally, you preview your dashboard, and then deploy it to a SharePoint site.

After you deploy a dashboard to a SharePoint site, you can add or change an element in the dashboard in one of two ways:

What do you want to do?

Learn more about modifying a dashboard in Windows SharePoint Services

Add a report or a scorecard to a dashboard

Add a filter to a dashboard

Replace a report or a scorecard with a different element

Learn more about modifying a dashboard in Windows SharePoint Services

You can modify a Monitoring Server dashboard without leaving the host SharePoint site by using a special Web Part called the PerformancePoint Dashboard Item Web Part. For example, you can use the Windows SharePoint Services interface to add a scorecard or a report that was created in Dashboard Designer. In addition, if a filter is linked to a report or a scorecard in Dashboard Designer, you can add that same filter to your dashboard in Windows SharePoint Services and retain the link to the scorecard or report.

To illustrate, suppose that you create a dashboard in Dashboard Designer that contains an analytic chart, a scorecard, and a filter that is linked to the analytic chart. Suppose further that you are viewing a different dashboard that has been deployed to a SharePoint site. The dashboard contains a scorecard, a strategy map, and an Excel Services report. Now suppose that you want to add the filter that you created in Dashboard Designer to this dashboard by using the PerformancePoint Dashboard Item Web Part. Although you can add the filter by using the procedure in this article, you cannot create any links between the scorecard, strategy map, and Excel Services report because they are not on the same dashboard page as the filter. That is, they are not with the filter on the original dashboard page that you created in Dashboard Designer. However, you can add the analytic chart that is on the same dashboard page as the filter, and the link between the filter and the analytic chart is retained.

If you want to add a filter to a dashboard and link it to other reports and scorecards, we recommend that use Dashboard Designer instead of PerformancePoint Dashboard Item Web Part to do so. For more information, see Add a filter to a dashboard using Dashboard Designer.

Important: When you modify a dashboard in Windows SharePoint Services by using the PerformancePoint Dashboard Item Web Part, your changes are saved to PerformancePoint Dashboard Viewer for SharePoint Services; they are not saved to Monitoring Server. Thus, when you or another dashboard author redeploys that dashboard to the SharePoint site by using Dashboard Designer, the changes that you made by using the procedures in this article are not retained.

To use the PerformancePoint Dashboard Item Web Part:

  • The PerformancePoint Dashboard Item Web Part must be installed on the server where Windows SharePoint Services 3.0 or Microsoft Office SharePoint Server 2007 resides.

  • You must have Creator rights to the Windows SharePoint Services site or document library that contains the dashboard.

  • You must have Reader or Editor permissions to view and use elements in Dashboard Designer that have been published to Monitoring Server.

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Add a report or a scorecard to a dashboard

Use the following procedure to add a report or a scorecard to a dashboard by working in the Windows SharePoint Services user interface. To learn how to modify the dashboard in Dashboard Designer instead, see Add an element to a dashboard using Dashboard Designer or Create or edit a dashboard page in Dashboard Designer.

  1. In the upper corner of the SharePoint site that contains the dashboard that you want to modify, click Site Actions, and then select Edit Page to put the SharePoint site into editing mode.

  2. In a dashboard zone, click Add a Web Part, and then click Browse to open the list of available Web Parts.

  3. Select PerformancePoint Dashboard Item Web Part from the list, then scroll down to the bottom of the dialog box and click Add. The PerformancePoint Dashboard Item Web Part opens in the SharePoint site.

  4. In the PerformancePoint Dashboard Item Web Part, click Open the tool pane to open the Web Part tool pane.

  5. In the PerformancePoint View Display section, click the button to the right of the Dashboard box to open the Select a Dashboard dialog box. Select a dashboard, and then click OK.

    Note: Only dashboards that have been published to Monitoring Server appear in the Select a Dashboard dialog box.

  6. In the PerformancePoint View Display section, click the button to the right of the Dashboard Item box to open the Select Dashboard Item dialog box. Use the expandable tree control to locate and select the report or scorecard that you want to add. Click OK to save your changes.

  7. Click OK to close the Web Part tool pane. Refresh the SharePoint site to view your changes.

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Add a filter to a dashboard

Use the following procedure to add a filter to a dashboard by working in the Windows SharePoint Services user interface. To learn how to add the filter in Dashboard Designer instead, see Add a filter to a dashboard using Dashboard Designer.

Note: When you add a filter to a dashboard in a SharePoint site this way, you cannot create links between the filter and other reports in the dashboard unless those links are already set up in Dashboard Designer.

  1. In the upper corner of the SharePoint site that contains the dashboard that you want to modify, click Site Actions, and then select Edit Page to put the SharePoint site into editing mode.

  2. In a dashboard zone, click Add a Web Part, and then click Browse to open the list of available Web Parts.

  3. Select PerformancePoint Dashboard Item Web Part from the list. Then scroll down to the bottom of the dialog box and click Add. The PerformancePoint Dashboard Item Web Part opens in the SharePoint site.

  4. In the PerformancePoint Dashboard Item Web Part, click Open the tool pane to open the Web Part tool pane.

  5. In the PerformancePoint View Display section, click the button to the right of the Dashboard box to open the Select a Dashboard dialog box. Select a dashboard, and then click OK.

    Note: Only dashboards that have been published to Monitoring Server appear in the Select a Dashboard dialog box.

  6. In the PerformancePoint View Display section, click the button to the right of the Dashboard Item text box to open the Select Dashboard Item dialog box. Use the expandable tree control to locate and select the filter that you want to add. Click OK.

  7. Click OK to close the Web Part tool pane. Refresh the SharePoint site to view your changes.

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Replace a report or a scorecard with a different element

Use the following procedure to replace a PerformancePoint dashboard report or scorecard with a different element that has been published to Monitoring Server. To learn how to modify the dashboard in Dashboard Designer instead, see Add an element to a dashboard using Dashboard Designer or Create or edit a dashboard page in Dashboard Designer.

  1. In the upper corner of the SharePoint site that contains the dashboard you want to modify, click Site Actions, and then select Edit Page to put the SharePoint site into editing mode.

  2. Locate the PerformancePoint Dashboard Item Web Part and click Edit. Then click Modify Shared Web Part to open the Web Part tool pane.

  3. In the PerformancePoint View Display section, click the button to the right of the Dashboard box to open the Select a Dashboard dialog box. Select a dashboard, and then click OK.

    Note: Only dashboards that have been published to Monitoring Server appear in the Select a Dashboard dialog box.

  4. In the PerformancePoint View Display section, click the button to the right of the Dashboard Item box to open the Select Dashboard Item dialog box. Use the expandable tree control to locate and select the report or scorecard that you want to add to the dashboard. Click OK.

  5. Click OK to close the Web Part tool pane. Refresh the SharePoint site to view your changes.

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