Create a strategy map by using Dashboard Designer

A strategy map is a report type that you can use to display various performance measures in an organization. The strategy map uses shapes in an Office Visio 2007 diagram to show the relationships between the objectives and key performance indicators (KPIs), and uses color to communicate how each objective or KPI is performing. A strategy map may resemble the following in a PerformancePoint dashboard:

Example of a strategy map.

You can use PerformancePoint Dashboard Designer to create a strategy map for a dashboard as part of your performance management methodology.

What do you want to do?


Learn more about strategy maps

Strategy maps can be effective ways to show cause-and-effect relationships between individual KPIs and overall objectives. Strategy maps have their roots in the Balanced Scorecard framework, which defines organizational performance by using four perspectives, as described in the following table:

Perspective Description
Financial The financial perspective typically includes metrics such as revenue, cost, and profit.
Customer The customer perspective, which is also referred to as the customer satisfaction perspective, typically includes metrics such as customer counts, market share, and number of complaints.
Internal process The internal process perspective, which is also referred to as the operations perspective, typically includes metrics such as time to market for new products, service error rates, and quality control measures.
Learning and growth The learning and growth perspective, which is also referred to as the human resources perspective, typically includes metrics such as employee turnover rates, the number of new employees, and hiring data.

Although many organizations find the Balanced Scorecard framework useful, you do not have to follow it when you create your strategy map. You can create your strategy map using any combination of KPIs and objectives in a scorecard that has been published to PerformancePoint Monitoring Server. You can also use a strategy map to diagram a process in your organization and to show how well each contributor to the process is performing.

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Verify that you have the necessary elements

To create a strategy map in Dashboard Designer, you need the following components:

  • An Office Visio 2007 diagram that provides the framework for your strategy map. The way you configure the diagram in Visio 2007 will determine how the diagram looks in your dashboard.

 Note   To create the diagram for your strategy map, you must use the basic stencil sets in Office Visio 2007. Monitoring Server does not support complex shapes and stencils.

  • A scorecard that is published to Monitoring Server. The scorecard contains the Objectives and KPIs that you will connect to shapes in your diagram.

 Tip   Make sure that the Visio 2007 diagram and the scorecard contain the elements that you want to use in your strategy map. It is often easier to change these elements before you use them in your strategy map.

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Create the basic structure for a strategy map

Before you begin, make sure that you have already created a Visio 2007 diagram and a scorecard that contains the items you want to include in your strategy map.

  1. In Dashboard Designer, click the Create tab, and then click Strategy Map. The Create a Strategy Map wizard opens.
  2. In the Name box, type a name for your strategy map. To specify where you want to store your strategy map in Monitoring Server, click Select Display Folder and then select or create a folder. Click Next.
  3. In the Select a Scorecard page, select the scorecard that you want to use for the strategy map, and then click Finish.
  4. In the Confirmation page, review the information in the Details pane, and then click Close.
  5. Click the Home tab, and then click Publish Item to save your strategy map to Monitoring Server and make it available for you to add content to it.

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Add content to the strategy map

Before you begin, make sure that you have already created the basic structure for your strategy map.

 Important    “Render as Image,” an option that was formerly available in Dashboard Designer, is no longer supported.

  1. Click the Edit tab, and then click Edit Strategy Map. The Strategy Map Editor dialog box opens.
  2. In the Strategy Map Editor dialog box, click Open Visio File. Browse to the Visio 2007 diagram that you want to use, and then click Open to view it in the Strategy Map Editor dialog box.
  3. To connect a shape to a KPI or objective, click the shape, and then click Connect Shape. The Select a KPI dialog box opens. The dialog box contains a list of KPIs that are in the scorecard that you chose when you created the basic structure for your strategy map.

    Each shape in your Visio 2007 diagram represents a KPI or objective. When you connect a shape to a scorecard KPI or objective, the strategy map displays the shape in a color that reflects the performance of that particular KPI or objective.

    For example, when you connect a shape to a KPI that is not performing well, the shape might appear red in the dashboard. Similarly, when you connect a shape to a KPI that is performing well, the shape might appear green.
  4. In the Select a KPI dialog box, select a KPI and a column, such as Target or Actual. Specify whether to add the KPI name to the shape in the diagram, and then click OK to link the shape and the KPI.

 Note   You must select the column that represents target values in order for the shape that you select to change colors as performance changes. When you select actual values for a shape, its color does not change in the dashboard.

  1. Repeat steps 3 and 4 for each shape that you want to connect to a KPI value.
  2. To adjust how your diagram fits on the page in Visio 2007, click Resize to Fit.

 Tip   As a best practice, adjust the size of your diagram in Office Visio 2007 before you use it in your strategy map report.

  1. Click Apply to close the Strategy Map Editor and display the strategy map in the Editor tab of the workspace.
  2. Click the Home tab, and then click Publish Item to save your changes to Monitoring Server.

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Edit a strategy map

Before you begin, make sure that you have already created a strategy map and added content to it.

  1. Click the Edit tab, and then click Edit Strategy Map to open the Strategy Map Editor dialog box.
    • To move an object in the diagram, drag it to a new location.
    • To use a different diagram, click Open Visio File, browse to the diagram that you want to use, and then click Open. The diagram appears in the Strategy Map Editor dialog box, where you can link each shape to a KPI.
    • To open and use a stencil, click Stencil, browse to the stencil that you want to use, and then click Open. A stencil is a collection of shapes associated with a particular Visio template. You can use a stencil to revise all instances of a shape on the page. You can also use a stencil to change a shape by applying your own custom shape to a diagram.
    • To change the connection between a shape and a KPI, click the shape, and then click Connect Shape. In the Select a KPI dialog box, select a KPI and then click OK.
    • To disconnect a shape from a KPI, click a shape, and then click Disconnect.
    • To make all the shapes fit on one page in Visio 2007, click Resize to Fit.
    • To make all the shapes fit on one printed page, click Fit for Print.
  2. When you finish editing your strategy map, click Apply to close the Strategy Map Editor dialog box. The revised strategy map appears in the center pane of the workspace.
  3. When you finish editing the strategy map, click the Home tab, and then click Publish Item to save your changes to Monitoring Server. Your strategy map is now ready to deploy in a dashboard.

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Deploy a strategy map

When you are ready to deploy your strategy map, add it to a dashboard page, preview the dashboard, and then deploy the dashboard. For more information about how to preview and deploy a dashboard, see Preview a dashboard and Export a dashboard to a SharePoint site.

 Note   When you edit a strategy map that has already been deployed, you may need to redeploy the dashboard before the dashboard users can see your changes. When you make minor changes, such as moving a shape in the Office Visio 2007 diagram to a different location on the page, then you do not necessarily have to redeploy the dashboard. You can publish it to Monitoring Server and your changes will show up in the dashboard whenever dashboard consumers refresh their view. However, when you make a structural change, such as changing the scorecard or linking different KPIs and objectives to the shapes in the Office Visio 2007 diagram, you must redeploy the dashboard.