Create a PivotChart report by using PerformancePoint Dashboard Designer

The PivotChart report is one of several report types that you can use when you create a dashboard in PerformancePoint Dashboard Designer. A PivotChart report provides a graphical representation of data that is in a PivotTable report. You can display information in various formats: bar charts, line charts, pie charts, smoothline, scatter plots, bubble charts, area charts, or radar charts.

 Important   If you want to create an interactive chart that uses data that is stored in SQL Server 2005 Analysis Services, we highly recommend that you create an analytic chart instead of a PivotChart report. Analytic charts and grids provide more functionality than you can expect to achieve by using a PivotChart report.

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Learn more about PivotChart reports

View the articles listed in the following table to learn more about PivotChart reports.

View this article to learn about this
Overview of PivotTable and PivotChart reports
  • What a PivotChart report is.
  • The differences between a PivotChart and PivotTable report.
  • The data sources that your PivotChart report can use. PivotChart reports can use data that is stored in Office Excel, PivotTable reports, or external data sources, including Analysis Services.
Available chart types The different types of charts that you can use in Office Excel 2007 and in your PivotChart report.

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Create a PivotChart report

When you use Dashboard Designer to create a PivotChart report, you do so in two stages. In Stage I, you use the wizard to create the basic structure of your report. In Stage II, you configure the report to display information.

Stage I: Create the basic structure of your PivotChart report

  1. In Dashboard Designer, click the Create tab, and then click PivotChart. The Create a PivotChart Report wizard opens.
  2. In the Name box, type a name for your PivotChart report. To specify where you want to store your report in PerformancePoint Monitoring Server, click Select Display Folder and then select or create a folder. Click Finish.
  3. On the Confirmation page, review the information in the Details pane, and then click Close. Proceed to configure your report to display information.

Stage II: Configure the PivotChart report to display information

 Important   Before you begin, make sure that you know the name and location of the data that you want to use in your PivotChart report. For example, if you plan to connect to a database or external data source, you need to know the name of the database and the server where it resides. Depending on how you specify your connection, you may also need to know the command or structured query language (SQL) query that you will use to complete your connection. For more information, see the "Working with Source Data" section in Overview of PivotTable and PivotChart reports.

  1. In the center pane of the workspace, click the Editor tab. The PivotChart report is now available, so you can configure it to display information.
  2. In the row of PivotChart toolbar commands, click the Chart Wizard toolbar command. The Commands and Options dialog box opens.
  3. Specify the data source for your PivotChart report by using one of the following procedures:

ShowUse static data that you copy from Office Excel 2007.

  1. Select Data typed into a data sheet. A Data Sheet button becomes active, and two tabs appear: Data Sheet and Type.
  2. Click Data Sheet (either the button or the tab) to open the Data Sheet tab. You will see a small grid.
  3. Click in a cell that is not a row or column header, and either type or paste your data into the cell. A chart appears in the center pane of the Dashboard Designer workspace.

ShowUse data that is stored in a database or other external data source.

 Important   Before you begin, make sure that you know the name of the database and the server where it resides. Depending on how you specify your connection, you may also need to know the command or structured query language (SQL) query that you will use to complete your connection. For more information, see the "Working with Source Data" section in Overview of PivotTable and PivotChart reports.

  1. Select Data from a database table or query. A Connection button becomes active, and two tabs appear: Data Details and Type.
  2. Click Connection to open the Data Details tab.
  3. In the Connection section, click the Edit button to open the Select Data Source dialog box. Select the data source that you want to use, and then click OK.
  4. In the Use data from section, you can further specify the data that you want to display in your chart. Do so by using one of the following options:
    • Select Data member, table, view, or cube name and then use the list to select an available item.
    • Select Command text or SQL and then type a query to connect to your data source.

 Tip   For more information about connecting to external data sources, see see the "Working with Source Data" section in Overview of PivotTable and PivotChart reports.

  1. Specify your chart type. Click the Type tab, and select a chart type. Your chart will appear in the center pane of the Dashboard Designer workspace.
  2. Click the Home tab, and then click Publish Item to save your chart to Monitoring Server.

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