Link an item in a scorecard to a Reporting Services report using Dashboard Designer

You can use PerformancePoint Dashboard Designer to link a dimension member or a measure in a scorecard to a SQL Server 2005 Reporting Services report. Dashboard users can then click that scorecard dimension member or measure to view additional information in the linked report.

 Note   Read this article to learn how to create a link between a scorecard item and a Reporting Services report. 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 dimension member or a measure that is in a scorecard to a Reporting Services report in your dashboard, make sure that the following elements have been configured and published to PerformancePoint Monitoring Server:

  • A scorecard that contains one or more dimension members or measures.
  • A SQL Server 2005 Reporting Services report that has parameters.

 Note   You must be familiar with the report and have the report name, its location, and a list of values that are valid for the parameters. Depending on the report, a valid value can be a key, a unique name, or a caption that the Reporting Services report can use.

  • A dashboard page that contains both the scorecard and Reporting Services report.

 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?
Include a Reporting Services report in your dashboard

Top of Page Top of Page

Link a dimension member or a measure in a scorecard to a Reporting Services report

When you create a link between a dimension member or a measure in a scorecard and a Reporting Services report, you do so in two parts. In Part I, you create a custom property for each dimension member or measure in your scorecard. Then, for each custom property, you assign a unique name that corresponds to that particular scorecard item.

In Part II, you use each custom property to set up a link between the dimension member or measure in the scorecard and the Reporting Services report.

Part I: Create a custom property for each item in your scorecard that you want to link

When you create a custom property for a scorecard item, you do so by editing each KPI that you want to link to a Reporting Services report. First you open a scorecard in your workspace and select a KPI. Then, you open that KPI in your workspace and create a custom property for it by using the following procedure.

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

    The Server tab lists all the scorecards that you and other dashboard authors have published to Monitoring Server. The Workspace tab lists all the scorecards that you have created or opened in your workspace.

    Click the Workspace tab to view the list of scorecards that are available in your workspace. If the scorecard that you want to edit is not listed, click the Server tab, and then double-click the scorecard to open it in your workspace.

    A scorecard open in its workspace in Dashboard Designer.
  3. Click the Properties tab in the workspace. The KPIs that are included in the scorecard are listed in the Details pane, in the Related KPIs section.

    In Dashboard Designer, the Details pane displays the related KPIs of a scorecard when you click the Properties tab.

    Click the KPI of interest to open its workspace.
  4. In the center pane of the workspace for the KPI that you have opened, click the Properties tab. In the Custom Properties section, click New Property. The Property Type Selector dialog box opens. Use the following procedure to create a custom property for the KPI that you selected.
    1. In the Property Type Selector dialog box, select Text as the property type and then click OK.

      In Dashboard Designer, you can create custom properties .
    2. In the Value column, type a key, unique name, or caption.

      In Dashboard Designer, the Custom Properties section is available on the Properties tab.

      The value that you type is used to pass information to the Reporting Services report to filter the view. Therefore, you must use a value that the Reporting Services report recognizes as valid input for its parameters.
    3. In the Name column, click New Property, and then type a descriptive name for the custom property. Use alphanumeric characters and spaces only.
  5. Repeat for each item in the scorecard that you want to link to your Reporting Services report. Click the Home tab, and then click Publish Item before you proceed to Part II: Link an item in your scorecard to a Reporting Services report.

Part II: Link an item in your scorecard to a Reporting Services report

To complete the link between a dimension member or a measure in your scorecard and a Reporting Services report, you use each custom property that you created in Part I to configure each link.

  1. In Dashboard Designer, click the Home tab, and then click Refresh to refresh the list of elements that are saved to 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 opened in your workspace.

    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 identify the scorecard and the Reporting Services report that you want to use.
  4. Examine the Available Fields list for the scorecard. Drag the custom property that you created in Part I to the Drop fields to create links box in the Reporting Services report.

    In Dashboard Designer, you can link a scorecard KPI to a Reporting Services report.

    The Filter Link Editor dialog box opens.

    In Dashboard Designer, you use the Filter Link Editor dialog box to configure a link between a filter and a report or a scorecard.
  5. Click the Link Options tab and locate the Dashboard item endpoint list. Use the list to select the dimension hierarchy that you want to link to the Reporting Services report.

    To clarify how the item you select affects the dashboard user, suppose that you have a scorecard that contains geographical regions as dimension members, and that you want to link those dimension members to a Reporting Services report. Suppose further that your Reporting Services report contains product categories as dimension members, and gross profit and gross profit margin as measures. If you select Product Categories from the Dashboard item endpoint list, then when dashboard users click a geographical region in the scorecard, the Reporting Services report automatically updates to display information about that geographical region.

    After you specify the Dashboard item endpoint, click OK to close the Filter Link Editor dialog box.
  6. Repeat for each link that you want to create. For example, if you create custom properties for five items in your scorecard, then to link each one to the Reporting Services report, you must repeat the procedure five times.
  7. Click the Home tab, and then click Publish Item to save your changes to Monitoring Server. Then preview your dashboard or deploy it to a SharePoint site.