Link an item in a scorecard to an analytic report using Dashboard Designer

You can use PerformancePoint Dashboard Designer to link an item in a scorecard to an analytic chart or an analytic grid. After you establish the link, dashboard users can click the scorecard item to view the additional information that is in the linked report. In other words, the linked item serves as a filter for the analytic report.

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

What do you want to do?


Determine which method to use to configure the link

When you create a link between a scorecard item and an analytic chart or grid, the method that you use varies, depending on the data sources of the two end points.

If the scorecard item has this characteristic use this procedure
The item is associated with a dimension member in the same SQL Server 2005 Analysis Services data cube that the analytic chart or grid uses as its data source. Create a link by using the MemberUniqueName property
The item is associated with a measure in the same SQL Server 2005 Analysis Services data cube that the analytic chart or grid uses as its data source.

OR

The item is associated with a dimension member in a data source other than the Analysis Services cube that the analytic chart or grid uses as its data source.
Create a link by creating and using custom properties
The item is a key performance indicator (KPI) that you want to link to an analytic chart or grid, but do not want to display that chart or grid unless a dashboard user clicks the KPI. (You link a KPI in this manner by using functionality called Display Condition in your dashboard.) Create a link by using Display Condition functionality

For more information about scorecards and items that you can include in a scorecard, see Scorecard overview or KPI configuration overview.

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Create a link by using the MemberUniqueName property

Use this procedure to create a link between a dimension member or a dimension hierarchy that is in a scorecard, and an analytic chart or grid when both end points use the same data cube in Analysis Services. If your scorecard item is of a different type, or if you are not sure about which type of link to create, see Determine which method to use to configure the link.

ShowBefore you link a dimension member in a scorecard to a report in your dashboard, verify that the required elements have been published to PerformancePoint Monitoring Server. (Click for more information.)

  • A scorecard that uses data stored in Analysis Services. The scorecard must have dimension members positioned in rows or columns, and those members must be associated with an objective or a key performance indicator (KPI). For more information about KPIs and objectives, see KPI classification: leaf-level, non-leaf, or objective.
  • One or more analytic charts or grids that use data from the same Analysis Services cube as the scorecard. In addition, the analytic reports must contain one or more dimension members that are in the same dimension hierarchy as the dimension members that are used in the scorecard. The dimension members in the analytic report can be displayed as a row, series, or column selection, or included as a background item.

    For example, suppose that your data cube contains a dimension hierarchy called Products. Within the Products hierarchy, there are several product categories. Suppose further that you create a scorecard that contains each of those product categories as rows, and that you want to link those product categories to an analytic chart. Before you can establish those links, your analytic chart must include that Products hierarchy in its series, column, or background items section.
  • A dashboard page that contains both the scorecard item and the analytic report that you want to link to the scorecard item.

 Note   Your dashboard page can contain other elements that are not linked to scorecard items.


For more information about how to edit a dashboard element, see Refresh, view, and edit dashboard elements. For more information about how to create a scorecard, see How do I build a scorecard?


  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 analytic chart or grid that you want to use.

 Note   Before you continue, make sure that you are familiar with your scorecard configuration. For example, some scorecards contain dimension members on both rows and columns, whereas other scorecards contain dimension members on rows or on columns. Make sure that you know where the dimension members are in your scorecard before you link those members to an analytic chart or grid.

  1. Examine the Available Fields list for the scorecard. If the dimension is in one of the scorecard rows, locate the Member Row section and then drag MemberUniqueName to the Drop fields to create links box for the analytic chart or grid. If the dimension is in one of the scorecard columns, locate the Member Column section and then drag MemberUniqueName to the Drop fields to create links box for the analytic chart or grid. The Filter Link Editor dialog box opens.
  2. 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 analytic report. Make sure that the scorecard member that you want to link to the analytic report is in the same dimension hierarchy as the dimension members that are used in the analytic 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 an analytic grid. Suppose further that your analytic grid 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 analytic grid automatically updates to display information about that geographical region. That is, the product categories information that was originally displayed in the analytic grid is replaced with information about the geographical region that the dashboard users clicked in the scorecard.

    After you specify the Dashboard item endpoint, click OK to close the Filter Link Editor dialog box.
  3. Repeat for each link that you want to create. For example, to link one scorecard member to three analytic reports, you must repeat the procedure three times.
  4. Click the Home tab, and then click Publish All to save your changes to Monitoring Server. Then preview your dashboard or deploy it to a SharePoint site.

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Create a link by using custom properties

Use this procedure to create a link between an item in a scorecard and an analytic chart or grid, when exactly one of the following conditions is true:

  • The scorecard item is associated with a measure in Analysis Services.
  • The scorecard item is a member in a data source that is not the same as the one used by the analytic report.

If your scorecard item is of a different type, or if you are not sure about which type of link to create, see Determine which method to use to configure the link.

ShowBefore you link a dimension member in a scorecard to a report in your dashboard, verify that the required elements have been published to PerformancePoint Monitoring Server. (Click for more information.)

  • A scorecard that contains measures or key performance indicators (KPIs). Make sure that the measures or KPIs that are in your scorecard are ones that you can logically map to a dimension member, dimension hierarchy, or a measure in the Analysis Services cube that is used by the analytic report.
  • One or more analytic charts or grids. The analytic reports must have one or more dimension members positioned in the rows, series, columns, or background items section that are in the same dimension hierarchy that is used in the scorecard.

    For example, suppose that your data cube contains a dimension hierarchy called Products. Within the Products hierarchy, there are several product categories. Suppose further that you want to link items in a scorecard to those product categories and display the results in the analytic chart. Before you can establish those links, your analytic chart must have that Products hierarchy in its series, column, or background items section.
  • A dashboard page that contains both the scorecard and the analytic report that you want to link to the scorecard item.

 Note   Your dashboard page can contain other elements that are not linked to scorecard items.

You create links between scorecard items and analytic reports in two parts. In Part I, you create a custom property for each item in your scorecard that you want to link. In each custom property, you assign a unique name to a scorecard item. In Part II, you use the custom property that you created to link the scorecard item and the analytic report.

Part I: Create a custom property for each item in the scorecard that you want to 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 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.
  3. Click the Properties tab in the workspace. The KPIs that are included in the scorecard are listed in the Details pane. Click a KPI to open its workspace.
  4. 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.
    2. In the Value column, type a MultiDimensional Expressions (MDX) unique name for the scorecard item. The MDX name that you type takes the form [Measures].[Name] or [Dimension].[Hierarchy within the Dimension].[Name]. The MDX name must correspond to a measure or a member in the Analysis Services data cube that is used by the analytic chart or grid. To learn more about MDX expressions you can use in Dashboard Designer, see About using MDX in Dashboard Designer.
    3. In the Name column, click New Property, and then specify a new name for the custom property. Type a descriptive name that consists of only alphanumeric characters and spaces.
  5. Repeat for each item in the scorecard that you want to link to your analytic report. Click the Home tab, and then click Publish All before you begin Part II: Link an item in your scorecard to an analytic report.

Part II: Link an item in your scorecard to an analytic report

  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 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 analytic report that you want to use.
  4. Examine the Available Fields list for the scorecard. Drag the custom property name that you created in Part I to the Drop fields to create links box in the analytic chart or grid. The Filter Link Editor dialog box opens.
  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 analytic 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 an analytic report. Suppose further that your analytic 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 analytic 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 analytic report, you must repeat the procedure five times.
  7. Click the Home tab, and then click Publish All to save your changes to Monitoring Server. Then preview your dashboard or deploy it to a SharePoint site.

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