How do I build a scorecard?

This topic provides a roadmap of all the steps that you must complete to build a scorecard in PerformancePoint Dashboard Designer.

A scorecard is a high-level snapshot of organizational performance. Scorecards display a collection of key performance indicators (KPIs) and the performance targets for those KPIs. Typically, a designer creates an upper-level group of objectives that represent the various performance goals in an organization, and then populate those objectives with other KPIs that represent the sub-objectives within each group.

Important: Objectives represent top-level organizational goals. On a scorecard, objectives appear at the top level of a KPI hierarchy. In a typical scorecard, objectives show cumulative performance indicators that roll up the scores of lower-level KPIs.

Scorecards are as varied as the organizations they represent. A retail business might measure performance by reporting sales volume, for example, and a city government might track the number of citizens who attend community meetings.

Build a scorecard

Decide what the scorecard should do

Add scorecard elements

Configure and publish the scorecard elements

Add the scorecard to a dashboard and then deploy the dashboard

Decide what the scorecard should do

A scorecard can present an overview of organizational strategy and provide valuable information about the progress the organization makes toward the goals in that strategy.



Collect the best information to monitor performance

To get the best value from a scorecard, you must select performance indicators carefully. This guide can help you ask the correct questions.

Scorecard overview

Review general information about scorecards, such as the types of performance questions that scorecards can help answer, examples of KPIs, and guidelines to help you organize a scorecard.

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Add scorecard elements

The elements of a scorecard work together to provide accurate performance measurements. Accurate measurements require good data, measurable goals, and clear ways to show outcomes.



Add a data source element

Add a data source element to access the information that your KPIs and scorecards require. Data source elements include instructions for how to link to databases along with the security context that is required to make those connections.

Create a KPI indicator

Choose the graphical indicators that you want to use to represent the status of your performance metrics.

Create a KPI

Create KPIs that help translate a strategic vision into operational goals.

KPI configuration overview

Define data mappings, set security permissions, configure scoring patterns, and define other properties for KPIs.

Create a scorecard by using the wizard

Create a scorecard element to hold the information that you want to show, and add KPIs and other elements to it.

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Configure and publish the scorecard elements

You can customize a scorecard by configuring the elements to match your requirements.

After you configure the scorecard elements, you must publish them to PerformancePoint Monitoring Server to make them available to all users who have the appropriate permissions.



Create a scorecard hierarchy, or change the position of a KPI in a hierarchy

Create or modify a hierarchy of KPIs in your scorecard to represent your objectives and sub-objectives.

Configure KPI classification: leaf-level, non-leaf, or objective

Configure a KPI to serve a specific role in a scorecard hierarchy.

Add, delete, or rearrange scorecard rows and columns

Add additional rows or columns to the scorecard to display additional data, calculate aggregations, and so on. You can also delete rows or columns, and reverse the position of rows and columns.

Change the toolbar on a scorecard

Add or remove buttons that provide view options on the scorecard toolbar.

Change options for viewing a scorecard

Change the way the scorecard appears in a dashboard.

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Add the scorecard to a dashboard and then deploy the dashboard

After you create a scorecard you can use Dashboard Designer to add the scorecard to a dashboard. A dashboard is a collection of scorecard and report elements that are arranged in a layout for publication on Windows SharePoint Services or Microsoft Office SharePoint Services (MOSS).

Note: You must publish the scorecard and its elements to Monitoring Server before you can add the scorecard to a dashboard.

You can link the scorecard elements that you include on a dashboard to other elements on the dashboard. For example, if your scorecard contains a KPI that uses a SQL Server 2005 Analysis Services data source, you can link the dimensional measures that the KPI represents to an analytic report that provides more detailed information. Alternatively, you can link scorecard elements to a strategy map that depicts the organization's overall strategy.

You deploy the finished dashboard by exporting it to Windows SharePoint Services or to a Microsoft Office SharePoint site. Before you do so however, we recommend that you deploy the dashboard to a preview site where you can view the dashboard and make any last-minute corrections or adjustments before you deploy the dashboard to users. When you preview the dashboard, make sure that it contains all the reports, scorecards, and charts that you want users to view in the dashboard.



Create or edit a dashboard page in Dashboard Designer

Create a dashboard page and add the scorecard to it.

Preview a dashboard in Dashboard Designer

Deploy the dashboard to a preview site so that you can review the dashboard and make any corrections to it before you deploy it to users.

How do I link scorecard items to reports in a dashboard?

Create links between the dimension members that a KPI represents, and the analytic reports that provide additional details about the member values.

Create a strategy map

Create a graphic image that depicts the organization's overall strategy, and then link the image to KPIs that have been published in a scorecard.

Export a dashboard to a SharePoint site

Deploy the dashboard to a SharePoint site where other users can view it.

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