Create a Web page report in Dashboard Designer

You can use PerformancePoint Dashboard Designer to create dashboards that contain a variety of report types, including a Web page report. A Web page report is a fully functional internal or external Web site that you display in a SharePoint Web Part next to your other dashboard elements.

ShowExample: Add a Web page report to a dashboard

Suppose that you create a dashboard for the sales team in a financial services organization. Your dashboard contains a variety of internal reports that display sales and forecast data for the organization. Suppose further that your sales team must stay abreast of current events, such as breaking news or changes in the stock market. This type of information is typically available in external Web sites, not in internal reports. You want all the information that your sales team needs to be available in a single dashboard.

Your solution is to create a Web page report that displays an external Web site. The Web site contains the latest stock market information and news updates. You add the Web page report to your dashboard. The sales team can view all the information they need in a single location.


What do you want to do?


Create a Web page report

  1. In Dashboard Designer, click the Create tab, and then click Web Page. The Create a Web Page Report wizard opens.
  2. In the Name box, type a name for your 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 Next.
  3. In the Confirmation page, review the information in the Details pane, and then click Close.
  4. In the center pane of the workspace, click the Editor tab. In the URL box, type the Web site address, starting with http:// or https://.

 Note   When you use the Web page report to display an internal Web site that uses certain viewer permissions, make sure that the dashboard consumers have access to that page. Otherwise, they will see an error message when they try to use the Web page report.

  1. Click the Home tab, and then click Publish Item to save your report to Monitoring Server. You can preview the content of the Web page report in the Web Page pane in the workspace. For more information, see Preview a dashboard.

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Change the content in a Web page report

 Note   This procedure assumes that you have already created a Web page report.

  1. In Dashboard Designer, click the Home tab, and then click Refresh.
  2. In the Workspace Browser, double-click the Web page report that you want to edit. The workspace for the report opens.
  3. In the center pane of the workspace, click the Editor tab. In the URL box, type a different Web site address, starting with http:// or https://.

 Note   When you use the Web page report to display an internal Web site that uses certain viewer permissions, make sure that the dashboard consumers have access to that page. Otherwise, they will see an error message when they try to use the Web page report.

  1. Click the Home tab, and then click Publish Item to save your report to Monitoring Server. You can preview the content of the Web page report in the Web Page pane in the workspace.

 Note   When you change a Web page report in a dashboard that has been deployed to Windows SharePoint Services, make sure that you redeploy the dashboard. For more information, see Preview a dashboard or Create or edit a dashboard page.