Post on 20-Jan-2015
description
How to navigate PerformancePoint dashboards and explore dataApplies to: PerformancePoint Dashboard Designer, SharePoint Server 2010
When you look at a PerformancePoint dashboard on a SharePoint site, you might see one or
several items on it. Typically, but not always, the dashboard contains a scorecard, and some
filters, charts and grids. Each scorecard and report is placed on the dashboard as a Web
Part. You can navigate within a report or perform actions on the Web part itself. Dashboard
can include more than one page.
The dashboard in the example below shows a filter, links to more pages, a scorecard, an
analytic bar chart, a KPI details report, and a pie chart. Each scorecard and report is in a
separate Web Part, each with its own menu. The controls for each Web Part are indicated on
the dashboard page by a drop-down symbol ( ).
In some cases, the actions that you take in one Web Part affect the results that you see in
another Web Part. In the example below, the results that you see in the KPI Details report
apply to the item (COMPUTERS – target amount) that is highlighted in the Sales
Amounts scorecard.
You can easily view and explore data by using the scorecards and reports that are on a
dashboard. You can drill down (or up) in scorecards and analytic charts and grids to see
lower (or higher) levels of detail and to change your view of the data in the reports. This is
useful when you want to see more information than is currently displayed in the dashboard.
You can also view each report in a separate window, export them to PowerPoint, or export
them to Excel.
Navigate in a dashboard
The real power of a PerformancePoint dashboard lies in its interactivity. By moving around
the dashboard and investigating each scorecard and report, you can get a very detailed
picture of your organization's performance.
MOVING AROUND THE DASHBOARD
Use your cursor to select the scorecard or report you want to focus on. If the dashboard
page is larger than your browser window, use the vertical or horizontal scroll bars to move
the dashboard up and down or left and right. Right-click a report to see its shortcut menu.
The example below shows the shortcut menu for an analytic chart.
INTERACTING WITH SCORECARDS AND REPORTS
Most reports have some level of interactivity. For example, if you click a section of a pie
chart, a new pie chart might open, displaying more detailed data about just the section that
you clicked. If you click a cell on a scorecard that has a related KPI Details report, the KPI
Details report updates and displays details that pertain only to the selected cell. The KPI
Details in the following example shows results for COMPUTERS, the item selected in the
related scorecard.
MOVE BETWEEN DASHBOARD PAGES
If your dashboard contains more than one page, you can move from one page to another by
clicking the page links at the top of the dashboard page. The dashboard in the example
shown at the beginning of this article has three pages: Sales Amounts, Sales Margins,
and Top Stores and Products. The links for those pages are at very top of the dashboard,
©2009 Microsoft Corporation.
next to the dashboard name. The current page is always shown in solid text, whereas other
pages are shown in hyperlinked text.
Control my view of a scorecard or report
Each drop-down symbol on a dashboard is an indication that a menu or another control,
such as a filter, is available.
USE FILTERS TO VIEW JUST THE DATA THAT YOU NEED
When you first open a dashboard that contains filters, you see a view that is based on the
initial filter selections, but you can change the view by using filter controls. The example
below shows two filters, one for time, and the other for products. You can change
the Time filter by clicking the drop-down symbol . This displays a list of all possible choices
for that filter. If you choose another time period, all connected reports on the dashboard
update to display information for that year. The selection in the example below is “Past
Year.”
To narrow your view even further, you can filter the view to just the product you are
interested in, or you can compare performance of a specific product to all available
products. In this example, All is selected and Computers and Cameras &
Camcorders are also selected. By making these selections, the user can compare the
performance of computer sales and sales of cameras and camcorders for the past year
against the performance of all product sales.
TIP If you want to view data for all products, select All. If you want to view only certain
products, clear the All check box and select just the product or products that interests you.
©2009 Microsoft Corporation.
USE THE WEB PARTS MENU
Each Web Part has its own menu. Click the drop-down symbol in the upper corner of the
Web Part to see the options that apply to the Web Part. The example below shows the
available controls for a scorecard. You can open it in a new window, reset it to its original
view, and, depending on the report type, export it to PowerPoint or Excel. If you have
appropriate permissions, you can also use these controls to delete the scorecard, modify it,
or change connections. Open in New Window is a very useful control because it allows you
to work with the report in isolation, manipulate it without changing the original dashboard
view, and see it in greater detail.
The following example shows the Web Part menu for a scorecard.
Explore data on the dashboard
A dashboard can contain one or more scorecards and other reports. What you can do in
each report depends on the type of report it is.
USE REPORT SHORTCUT MENUS
Each report on a dashboard has its own set of controls, most of which you access by right-
clicking. You can, for example, right-click in any analytic chart or grid, select Report Type,
and then change it to a different report type. Or, you can make some formatting changes or
filter the data that you see. You can click specific data points, such as those on the following
line chart, or click individual bars on an analytic chart to drill further into the data. You can
also select a section of a pie chart to see greater detail or different detail. You can discover
which elements are interactive by moving your mouse pointer around the report. When the
pointer changes, it means you can click that item.
©2009 Microsoft Corporation.
Right-click a value in the chart and select Drill Down To. This loads a list of available
dimensions you can explore.
Scorecards are highly interactive, too. If you select a KPI in a scorecard, the KPI Details
Report changes its display to show you the details that make up the specific KPI that you
select. You can right-click in various places on a scorecard to find ways to drill up and down,
filter data, see what is off-target or on-target, find the top ten in a category (like sales by
channel, for example), or analyze it in a decomposition tree. The following example shows a
shortcut menu that you can reach on a scorecard by right-clicking.
©2009 Microsoft Corporation.
UNDO CHANGES FOR A CHART THAT IS OPENED IN A NEW BROWSER WINDOW
Click the Back button in your browser window. This undoes the last change you made to the
view. Repeat till you reach the view that you want. This is useful if you made several
changes to the report but do not want to reset the chart to the default view.
TIP If the Back button is not active, the report is displayed in the default report view.
Reset the report view
You can reset a report to its original view by using either of the following methods:
If you are viewing the report in its original location on the dashboard, open
the Web Part menu, and then select Reset View.
If you are viewing the report in a new browser window, click the Refresh button in
the new browser window (or press F5). This not only resets the analytic chart to the default
view that is shown in the dashboard but also resizes the chart to fit inside the new browser
window.
©2009 Microsoft Corporation.