How do I create a PerformancePoint dashboard?

You can use PerformancePoint Dashboard Designer to create and deploy dashboards that contain scorecards and a wide variety of other reports for your organization. Use this article as a guide for creating and deploying a PerformancePoint dashboard.

When you create a dashboard by using Dashboard Designer, you do so in three main phases:

  • Phase I: Plan the dashboard. In this phase, you consider the types of information that you want to display and how to best present that information.

  • Phase II: Create your dashboard elements.During this phase, you create your dashboard elements and publish them to PerformancePoint Monitoring Server. First, you create the data sources that you need for your reports and scorecards. Next, you create your dashboard pages, reports, and scorecards. Then, you assemble your dashboard, create any dashboard filters that you want to include, and then link those filters to your scorecards and reports.

  • Phase III: Deploy your dashboard.During this phase, you preview your dashboard and make any adjustments. Then, you deploy your dashboard to your end users.

Plan the dashboard

  Step 1: Decide what the dashboard should contain

Task

Description

Determine the type of information your dashboard should display

Consider your audience and the type of information that you want to provide to your dashboard users.

For example, suppose that you are creating a dashboard to display sales information for a sales team. You might want to include a combination of scorecards and other reports to display information, such as sales to date for a given time period, sales trends over time, sales by geographical regions or by products, and the best performing products, sales teams, or geographical regions.

Determine which types of reports or scorecards are the most suitable ones to use

Select the types of scorecards and other reports that are best suited for the information that you want to display in your dashboard.

For example, suppose that you want to create a report that shows performance for a given metric over time. In this case, you might use an analytic chart or a trend analysis chart. Now suppose that you want to show how actual results compare to target values. In this case, you might create a scorecard.

Consider whether filters are needed and learn about dashboard filters.

Decide whether filters might be useful to your dashboard consumers.

For example, suppose that you are creating a dashboard that shows sales information for a worldwide sales team. You might want to create a Geography filter and link it to the individual reports and scorecards on your dashboard. That way, when you deploy your dashboard, users can select a particular geographical location by using the filter. All scorecards and other reports that are linked to it will automatically be updated to display results that are specific to the selected region.

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  Step 2: Identify important factors for implementation

Task

Description

Make sure that you are ready to begin.

Verify that you have everything you need to get started before you begin to create your dashboard elements. Use the list below to make sure that you have what you need.

  • A list of dashboard users and the types of information they need to view.

  • A list of the scorecards and other reports that you intend to create.

  • A list of the data sources that you need for each of your planned scorecards and other reports. Be sure that your list includes the names of the servers that host the data that you plan to use.

  • The permissions that are necessary to create your dashboard elements.

  • Dashboard Designer is installed on your computer.

Understand roles and permissions in Dashboard Designer

View this article for an overview of the various roles and permissions that you work with when you create PerformancePoint dashboards.

Roles and permissions affect the following:

  • Whether dashboard consumers can view and use the dashboards that you and other dashboard authors create.

  • Whether you and other dashboard authors can view, edit, or modify dashboard elements that are published to Monitoring Server.

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Create the dashboard elements

  Step 3: Create data sources

Task

Description

Learn about the toolbar commands

View this article to learn about all the toolbar commands in Dashboard Designer.

Create a data source

View this article to learn how to create a data source. You must create all the data sources that you need for your scorecards, other reports, and filters before you can create those elements.

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  Step 4: Create reports and scorecards

Task

Description

Learn about the toolbar commands

View this article to learn about all the toolbar commands in Dashboard Designer.

Create a scorecard

View this article to learn how to create a scorecard.

Select a report template

View this article to learn about the different report templates that are available in Dashboard Designer.

The article links you to procedures that show you how to create each type of report.

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  Step 5: Assemble the dashboard

Task

Description

Create a dashboard page

View this article to learn how to create a dashboard page so that you can add your reports and scorecards to it.

Add an element to a dashboard

View this article to learn how to add one or more elements, such as scorecards or other reports, to your dashboard.

Create a dashboard filter

View this article to learn how to create a dashboard filter.

Link a scorecard item to a report

View this article to learn how to link an item in a scorecard to a report.

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Important:  Avoid creating exceptionally large dashboards. Users may encounter an unhandled exception error when they attempt to scroll to the bottom of very large dashboards.

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Publish the dashboard

  Step 6: Preview the dashboard and make adjustments

Task

Description

Preview a dashboard

View this article to learn how to preview your dashboard before you deploy it. You preview a dashboard by deploying your dashboard to a preview site so that you can see how it will appear to your dashboard users.

Create or edit a dashboard page

View this article to learn how to add a page to your dashboard or edit an existing dashboard page.

Modify multiple elements using Bulk Edit

View this article to learn how to edit two or more dashboard elements at one time by using the Bulk Edit command in Dashboard Designer.

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  Step 7: Deploy the dashboard

Task

Description

Export a dashboard to a SharePoint site

View this article to learn how to deploy your dashboard by using Windows SharePoint Services or Microsoft Office SharePoint Server 2007.

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