Link a scorecard KPI to an analytic chart or grid using Dashboard Designer

You can use PerformancePoint Dashboard Designer to link a key performance indicator (KPI) in a scorecard to an analytic chart or an analytic grid. You can configure the link to either display a particular report by default, or to keep the analytic report hidden until a dashboard user clicks a scorecard KPI.

When you link a KPI to an analytic report, you do so by using the Display Condition, which enables you to use a KPI as both a filter and a mechanism that displays the report.

Read this article to learn how to create a link between a scorecard KPI and an analytic chart or grid. For more information about how to create other types of links between scorecard items and reports, see How do I link a scorecard item to a report using Dashboard Designer?

What do you want to do?


Verify that you have the prerequisites in place

Before you link a KPI in a scorecard to an analytic chart or grid, make sure that the following elements have been published to PerformancePoint Monitoring Server:

  • A scorecard that contains one or more KPIs.
  • An analytic chart or grid that contains information that is relevant to the KPIs that are in the scorecard.
  • A dashboard page that contains the scorecard and the analytic chart or grid that you want to link.

 Note   Your dashboard page can contain other elements that you do not link to scorecard items.

For more information about how to edit or create dashboard elements, see the following:

Refresh, view, and edit dashboard elements
How do I build a scorecard?

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Link a KPI to a hidden analytic report

Use this procedure to create a link between a KPI and an analytic chart or grid that remains hidden by default until a dashboard user clicks the linked KPI. When you link a KPI to a hidden report, the dashboard contains an empty Web Part until a dashboard user clicks the linked KPI and displays the analytic chart or grid.

  1. In Dashboard Designer, click the Home tab, and then click Refresh to display the list of elements that are saved to PerformancePoint Monitoring Server.
  2. In the Workspace Browser, click Dashboards. The center pane of the workspace displays two tabs: Server and Workspace.

    The Server tab lists all the dashboards that you and other dashboard authors have published to Monitoring Server.

    The Workspace tab lists all the dashboards that you have created or published to Monitoring Server.

    Click the Workspace tab to view the list of dashboards that are available in your workspace. If the dashboard that you want to edit is not listed, click the Server tab, and then double-click the dashboard to open it in your workspace.
  3. In the center pane of the workspace, click the Editor tab. Review the elements in the dashboard zones and locate the scorecard that contains the KPIs that you want to link to an analytic chart or grid.
  4. Examine the Available Fields list for the scorecard. Drag Display Condition to the Drop fields to create links box for the analytic chart or grid.

    In Dashboard Designer, you can link a scorecard KPI to an analytic report by using Display Condition.

    The Display Condition Editor dialog box opens.

    In Dashboard Designer, you use the Display Condition Editor dialog box to configure a link between a scorecard KPI and analytic report.
  5. Use the Display Condition Editor dialog box to specify the following:
    •  Important   The Conditional field list is automatically populated and corresponds to where the KPIs are in the scorecard. Do not change the value that is displayed.

    • In the lower pane of the dialog box, select all the KPIs that you want to link to the analytic chart or grid. Users click those KPIs in the finished dashboard to view a related analytic report in the dashboard. If the KPI and the analytic chart or grid use the same SQL Server 2005 Analysis Services data source, Monitoring Server uses each KPI as a filter as well. Monitoring Server runs a unique query for each KPI, which, in turn, displays information in the analytic chart or grid that is relevant to the selected KPI.

      For example, suppose that a scorecard contains a KPI to show performance for sales amounts. Suppose further that an analytic chart shows customer counts across different geographical regions, and that the KPI is linked to the analytic chart. If the scorecard uses a different data source than the analytic chart and a dashboard user clicks the Sales KPI, then the analytic chart appears and displays customer counts across the different geographical regions. But if the scorecard and the analytic chart use the same Analysis Services data source, the analytic chart appears and displays sales information across the different geographical regions.

      After you finish specifying your settings in the Display Condition Editor dialog box, click OK.
  6. Click the Home tab, and then click Publish Item to save your changes to Monitoring Server.

    The Actions section of the Home tab in Dashboard Designer.

    Proceed to preview the PerformancePoint dashboard.

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Specify a default report to display

Before you begin, make sure that you have already linked a KPI to an analytic report. Use this procedure to specify a default report to display in the dashboard Web Part (as opposed to leaving it empty) until a user clicks a linked KPI and replaces the default report with the report that is linked to the KPI.

  1. In Dashboard Designer, click the Home tab, and then click Refresh to display the list of elements that are saved to PerformancePoint Monitoring Server.
  2. In the Workspace Browser, click Dashboards. The center pane of the workspace displays two tabs: Server and Workspace.

    The Server tab lists all the dashboards that you and other dashboard authors have published to Monitoring Server.

    The Workspace tab lists all the dashboards that you have created or published to Monitoring Server.

    Click the Workspace tab to view the list of dashboards that are available in your workspace. If the dashboard that you want to edit is not listed, click the Server tab, and then double-click the dashboard to open it in your workspace.
  3. In the center pane of the workspace, click the Editor tab. Review the elements in the dashboard zones and locate the scorecard that contains the KPIs you want to link to an analytic chart or grid.
  4. Examine the Available Fields list for the scorecard. Drag Display Condition to the Drop fields to create links box for the analytic chart or grid.

    In Dashboard Designer, you can link a scorecard KPI to an analytic report by using Display Condition.

    The Display Condition Editor dialog box opens.

    In Dashboard Designer, you use the Display Condition Editor dialog box to configure a link between a scorecard KPI and analytic report.
  5. Use the Display Condition Editor dialog box to specify the following:
    •  Important   The Conditional field list is automatically populated and corresponds to where the KPIs are in the scorecard. Do not change the value that is displayed.

    • In the lower pane of the Display Condition Editor dialog box, click Select None. Make sure that none of the KPIs are selected, and then click OK.
  6. Click the Home tab, and then click Publish Item to save your changes to Monitoring Server.

    The Actions section of the Home tab in Dashboard Designer.

    Proceed to preview the PerformancePoint dashboard.