View, modify, or delete files that are saved to Monitoring Server

You can use PerformancePoint Dashboard Designer to create dashboard elements such as dashboard pages, scorecards, and reports. After you create those elements, you publish them to PerformancePoint Monitoring Server where any user who has the appropriate permissions can view, modify, or delete that element by using Dashboard Designer.

Dashboard authors define Editor and Reader permissions for each element in Dashboard Designer. Users who have Editor permissions can view, modify or delete elements. Users who have Reader permissions can only view elements. If you do not have Editor permissions for an element that you want to modify or use, you can open the element in your workspace, save it to a different location, and then republish it to Monitoring Server. By default, you have Editor permissions for any element that you create or publish.

What do you want to do?


View elements that are published to Monitoring Server

View elements in Dashboard Designer to do the following:

  • Save work     For example, you might view elements to use as models for your own elements, or to edit them and reuse later in your own dashboards.
  • Avoid removing important files    For example, you might view an element before you delete it to verify that you want to delete it. After you delete a file, you cannot restore it; you or some other dashboard author must re-create the file.

 Note   This procedure assumes that you or other dashboard authors have already created and published at least one dashboard element to Monitoring Server.

  1. In Dashboard Designer, locate the Workspace Browser pane and then click the category for the type of element that you want to view.
  2. Click the Home tab, and then click Refresh.
  3. In the center pane of the workspace, click the Server tab to see all elements that are associated with the category that you selected. Double-click the element that you want to view.
  4. When the workspace opens, use the Editor and Properties tabs to view the element that you selected.

ShowThe Editor tab

Click the Editor tab to see how an element is constructed. For example, when you view a dashboard, the Editor tab displays the individual pages and page contents. When you view a report, such as an analytic chart, the Editor tab displays the dimension members and measures that are included in the report.


ShowThe Properties tab

Click the Properties tab to see the name and location of the element, as well as the permissions that are assigned to it.


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Modify elements that are published to Monitoring Server

This procedure assumes that you or other dashboard authors have already created and published at least one dashboard element to Monitoring Server.

 Important   When you add an element to an existing dashboard page, or make some other structural change, you must redeploy the dashboard before the changes take effect on the SharePoint site.

  1. In Dashboard Designer, locate the Workspace Browser pane and then click the category for the type of element that you want to modify.
  2. Click the Home tab, and then click Refresh.
  3. In the center pane of the workspace, click the Server tab to see all elements that are associated with the category that you selected. Double-click the element that you want to modify.
  4. In the Office Fluent Ribbon, click the Edit tab.
  5. In the center pane of the workspace, click the Editor tab.
  6. Use the workspace and the Details pane to make your changes to the dashboard element.

ShowAdd an item

To add an item, drag it to your dashboard element from the Details pane. For example, to add a scorecard to your dashboard page, drag it from the Details pane to a dashboard zone in the center pane in the workspace.

ShowRemove an item

To remove an item from a dashboard element, click the Close button that is associated with that item. For example, to remove a scorecard from a dashboard page, click its Close button in the dashboard zone. To remove a dimension member from an analytic grid, click the member's Close button in the appropriate Row, Column, or Background section.


ShowChange an element

To change a dashboard element, remove an item and then replace it with a different item. For example, to change the key performance indicators (KPIs) that are included in a scorecard, remove the KPIs that you do not want to display and then replace them with the new KPIs.


  1. To save your changes to Monitoring Server, click the Home tab, and then click Publish All. If you made structural changes to your dashboard, you must redeploy it before the changes take effect on the SharePoint site.

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Delete elements that have been published to Monitoring Server

This procedure assumes that you or other dashboard authors have already created and published at least one dashboard element to Monitoring Server.

 Important   After you delete an element, you cannot undo your changes. Do not remove any dashboard element unless you are sure that you no longer need it. We recommend that you view an element before you delete it.

  1. In Dashboard Designer, locate the Workspace Browser pane and then click the category for the type of element that you want to delete.
  2. Click the Home tab, and then click Refresh.
  3. In the center pane of the workspace, click the Server tab to see all elements that are associated with the category that you selected.
  4. In the Ribbon, click the Home tab, click the element(s) that you want to remove, and then click Delete.
  5. On the confirmation screen, click Yes to remove the elements from Monitoring Server.

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