Getting acquainted with PerformancePoint Dashboard Designer Applies to: PerformancePoint Dashboard Designer, SharePoint Server 2010 You use PerformancePoint Dashboard Designer to create, edit, and publish dashboards to Microsoft SharePoint Server 2010. This article contains information to help you become familiar with Dashboard Designer and how you use it. How do I install or open Dashboard Designer? If PerformancePoint Services in Microsoft SharePoint Server 2010 is configured for your organization and you have the necessary permissions, you can install or launch Dashboard Designer. IMPORTANT If you are using Mozilla Firefox as your Web browser, make sure that Microsoft .NET Framework Assistant 1.1 is installed on your computer before you attempt to install Dashboard Designer. 1. Using your Web browser, browse to the Business Intelligence Center. (Ask your SharePoint administrator for the Web site address if you do not have it.) The Business Intelligence Center is a SharePoint site that serves as a portal to PerformancePoint Services and other applications. The Business Intelligence Center might resemble the following image: In the Business Intelligence Center, you will find information about SharePoint business intelligence, including Excel Services, status indicators, and PerformancePoint Services. You will also find links that you can use to open Help or locate applications, such as Dashboard Designer.
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Getting Acquainted with PerformancePoint Dashboard designer - SharePoint 2010
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Getting acquainted with PerformancePoint Dashboard DesignerApplies to: PerformancePoint Dashboard Designer, SharePoint Server 2010
You use PerformancePoint Dashboard Designer to create, edit, and publish dashboards to Microsoft SharePoint Server 2010. This article contains information to help you become familiar with Dashboard Designer and how you use it.
How do I install or open Dashboard Designer?
If PerformancePoint Services in Microsoft SharePoint Server 2010 is configured for your
organization and you have the necessary permissions, you can install or launch Dashboard
Designer.
IMPORTANT If you are using Mozilla Firefox as your Web browser, make sure that
Microsoft .NET Framework Assistant 1.1 is installed on your computer before you attempt to
install Dashboard Designer.
1. Using your Web browser, browse to the Business Intelligence Center. (Ask your
SharePoint administrator for the Web site address if you do not have it.) The Business
Intelligence Center is a SharePoint site that serves as a portal to PerformancePoint Services
and other applications. The Business Intelligence Center might resemble the following
image:
In the Business Intelligence Center, you will find information about SharePoint
business intelligence, including Excel Services, status indicators, and
PerformancePoint Services. You will also find links that you can use to open Help or
locate applications, such as Dashboard Designer.
TIP If you cannot find the Business Intelligence Center, contact your SharePoint
administrator.
2. In the Business Intelligence Center, click a section, such as Monitor Key
Performance, Build and Share Reports, or Create Dashboards. Additional information
about each area is displayed in the center pane: Click a link that says, “Start using
PerformancePoint Services.”
3. The PerformancePoint site template opens. Click Run Dashboard Designer.
4. If you have the necessary permissions assigned to you in SharePoint Server, Dashboard
After you have opened Dashboard Designer at least once, you can open it by using
additional methods, such as the following:
Set up a shortcut on your desktop to the SharePoint site that contains your dashboard items.
Then, double-click the desktop shortcut to open Dashboard Designer.
Click Start, and then click All Programs. Locate SharePoint, and then
clickPerformancePoint Dashboard Designer.
NOTE If you are upgrading from Microsoft Office PerformancePoint Server 2007 to
PerformancePoint Services in Microsoft SharePoint Server 2010, the previous version of
Dashboard Designer will not work. Make sure that you remove the previous version of
Dashboard Designer from the Start menu. To do this, click Start, and then click All
Programs. Locate Microsoft Office PerformancePoint Server 2007. Right-
click Dashboard Designer, and then click Delete.
What kinds of dashboard items can I create by using Dashboard Designer?
You can use Dashboard Designer to create a wide range of PerformancePoint items, such as
data sources, dashboards, scorecards, key performance indicators (KPIs), indicators, filters,
and reports.
The following table summarizes these items:
ITEMS DESCRIPTION
Data Sources
Data sources are your connections to the databases that you use for the scorecards, reports, and filters that you create by using Dashboard Designer.
Dashboar Dashboards are the containers that you use to display your scorecards and reports. When you assemble dashboards, you add reports, scorecards, and
ds filters to zones, which are sections in a dashboard page.A single dashboard can contain more than one page. You can design each page by using the same page layout template, or you can use different templates. You can also customize the sizes of the dashboard zones, and each zone can contain one or more items, such as reports, scorecards, and filters.
Scorecards
Scorecards are dashboard items that show performance for one or more metrics. They compare actual results to specified goals and express the results by using graphical indicators. A scorecard resembles a table that usually has Target and Actual value columns and several KPIs.
KPIs KPIs are metrics that you use in a scorecard. KPIs typically include target and actual values, and graphical indicators that show whether performance is on or off target.
Indicators Indicators are graphical symbols that are used in KPIs to show whether performance is on or off target.Commonly used indicators are stoplight symbols, which use green circles to indicate that performance is on target, yellow triangles to indicate that performance is not far off target, and red diamonds to indicate poor performance.
Filters Filters are individual dashboard items that enable dashboard users to focus on specific information.For example, you might create a Geography filter and then connect that filter to a report or a scorecard. This enables a user to view information for a specific geographical region.
Reports Reports are dashboard items that display information in charts or tables.You can create a wide variety of reports by using Dashboard Designer. Examples include bar charts, line charts, pie charts, and tables, which are known as grids. In addition, you can create some reports directly in Dashboard Designer, and you can create Web Parts to display existing reports that are hosted on other servers.
WHERE ARE MY DASHBOARD ITEMS STORED?
All your PerformancePoint dashboard items are saved in designated SharePoint lists and
document libraries that are set up when PerformancePoint Services is configured. The
following image shows a list of SharePoint lists and document libraries that you will typically
The following table describes these SharePoint lists and libraries, where your dashboard
content and other files are stored.
ITEMS DESCRIPTION
Data Connections
The data sources that you use for your KPIs, scorecards, reports, and filters are saved in a Data Connections document library that contains data sources together with additional information, such as server and security settings.This document library is typically called Data Connections, but SharePoint administrators can change its name when they configure PerformancePoint Services.
Scorecards, reports, filters, dashboard pages, and other dashboard items are saved in a PerformancePoint Content list. NOTE All dashboard pages are stored in the PerformancePoint Content list. However, live dashboards that have been deployed to a SharePoint site are also stored in a different document library, which is called Dashboards.This list is typically called PerformancePoint Content, but SharePoint administrators can change its name when they configure PerformancePoint Services.
Dashboards After you deploy a dashboard, it is saved in a Dashboards document library that contains only dashboards. Individual dashboard items are not stored here.This list is typically called Dashboards, but SharePoint administrators can change its name when they configure PerformancePoint Services.
Other kinds of files, documents, and so forth are saved in a Documents document library. The items that are saved here are not typically items that you use in your dashboards, but can include additional information that users might find helpful. In addition, dashboard users can export some kinds of dashboard items to Microsoft PowerPoint or Microsoft Excel, and then store those files in the Documents library.
Because dashboard items are saved directly to SharePoint Server, you and other dashboard
authors can save time and effort by reusing items. For example, you can create an analytic
chart and then use that report in multiple dashboards.
You can also copy and paste dashboard items, and then make changes to the copied items.
In addition, you can control who can view or use your dashboard content by assigning
SharePoint permissions to individual dashboard elements.
NOTE In order to view and assign SharePoint permissions, you must have Full Control or
Site Administrator permissions. If you do not have the necessary permissions, you will not be
able to view or edit permissions for any dashboard items, including the items that you
create. Contact your SharePoint administrator for more information.
How do I navigate Dashboard Designer?
The Dashboard Designer user interface includes a ribbon, a Workspace Browser pane, a
center pane, and a Details pane that you use to create, view, and edit dashboard items.
The workspace also includes the Microsoft Office button menu that you can use to save your
workspace files, deploy a dashboard, and change your server connection.
THE RIBBON
The ribbon includes the Microsoft Office Backstage button and three tabs: the Home tab,
The Workspace Browser pane is located on the left side of the screen in Dashboard
Designer. You use the Workspace Browser pane to view, open, and save dashboard items.
You also use the Workspace Browser to deploy your dashboards. The Workspace
Browser contains two categories of dashboard items: PerformancePoint Content,
and Data Connections.
Select PerformancePoint Content to create, view, or open indicators, KPIs, scorecards,
reports, filters, and dashboards
Select Data Connections to create, view, or open data sources.
The Workspace Browser uses right-click functionality to perform many tasks. For example,
when you create an item and you want to save it, in the Workspace Browser, right-click
the item, and then click Save.
Similarly, to deploy a dashboard, in the Workspace Browser, right-click the dashboard,
and then click Deploy to SharePoint.
THE CENTER PANE OF THE WORKSPACE
You use the center pane to view, create, and change dashboard items. The center pane
changes, depending on where the focus is in the Workspace Browser. For example, when
you click PerformancePoint Content or Data Connections in the Workspace Browser,
you see the SharePoint and Workspace tabs in the center pane. And, when you click a
specific item in the Workspace Browser, you see two, three, or four tabs in the center
pane. Those tabs vary according to the type of dashboard item that you are working on.
The SharePoint and Workspace tabs
The SharePoint and Workspace tabs are available when an item is selected in
the Workspace Browser. You use these tabs to view lists of dashboard items that you and
other dashboard authors have created.
TAB DESCRIPTION
The SharePoint tab
The SharePoint tab displays a list of the dashboard items that you and other dashboard authors have saved to SharePoint Server. Depending on whether PerformancePoint Content or Data Connections is selected in the Workspace Browser, you can either see all the data sources or all the other kinds of dashboard items that are available displayed in the center pane.
The Workspac
The Workspace tab displays a collection of dashboard items that are saved to SharePoint Server. In particular, the Workspace tab displays dashboard items