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When you create dashboard elements in PerformancePoint Dashboard Designer, you save them by publishing them to PerformancePoint Monitoring Server. You can then view and edit any published elements, and use them in other dashboards. You can save a lot of work by reusing dashboard elements such as indicators, key performance indicators (KPIs), scorecards, reports, data sources, and dashboard pages.

In Dashboard Designer, you and other dashboard authors define Editor and Reader permissions for each element. 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.

Example: Reusing dashboard elements

To view and use elements that have been published to Monitoring Server, you must first refresh the list of elements in Dashboard Designer. Next, open and view the elements to see how they are constructed. After you understand their construction, open and edit the elements that you want to use. Then, republish those elements to Monitoring Server to make them available for users to view and use.

• Refresh elements

• Open and view elements

• Open and edit elements

 Tip   When you use Dashboard Designer, we recommend that you keep both the Workspace Browser and the Details panes visible. If you cannot see either pane, you can open it by clicking the double arrows that are on either side of the center pane.

Refresh elements

Refresh elements to see which ones have been published to Monitoring Server, or saved to your Dashboard Designer workspace. You should refresh elements often, especially when your organization has more than one dashboard author.

1. Open Dashboard Designer.
2. In the Workspace Browser, click an element type.
3. On the Home tab, click Refresh. The center pane in the workspace displays two tabs: Server and Workspace.

   The Server tab

   Click the Server tab to see elements that have been published to PerformancePoint Monitoring Server.

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   The Workspace tab

   Click the Workspace tab to see elements that you have created and saved in your workspace in Dashboard Designer.

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Open and view elements

Open and view elements in Dashboard Designer to see what those elements look like, or how they are constructed. For example, you might open and view elements to use as models for your own elements, or to edit and reuse later in your own dashboards.

1. Open Dashboard Designer and refresh the list of elements.
2. In the center pane, double-click an element to open its workspace.
3. Use the Editor and Properties tabs to see how an element is constructed and what permissions are assigned to the element.

   The Editor tab

   Click the Editor tab to see the various items that the element contains. For example, you can see the KPIs that are in a scorecard. Or, you can see the scorecards, reports, and filters that are in a dashboard page.

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   The Properties tab

   Click the Properties tab to see the various properties that the element has such as where the element is saved and what permissions are assigned to the element.

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Open and edit elements

Open and edit elements in Dashboard Designer when you are ready to create an element, but want to use an existing element rather than creating a new one.

 Note   To change an element, you must have Editor permissions for that element. Without those permissions, you can save your changes to a new element with a different location, but you cannot change the original element. By default, you have Editor permissions for any element that you create or publish.

1. Open Dashboard Designer and refresh the list of elements.
2. In the center pane, double-click an element to open its workspace.
3. Use the Editor and Properties tabs in the center pane to make your changes.

   The Editor tab

   Use the Editor tab to see or change the various items that an element contains. For example, you can see the KPIs that are in a scorecard. Or, you can see the scorecards, reports, and filters that are in a dashboard page.
   • To add items to an element, drag an item from the Details pane to the center pane in the workspace. For example, if you edit an analytic chart and you want to add a dimension to it, drag the dimension from the Details pane to the Series, Bottom Axis, or Background sections in the workspace.
   • To remove items from an element, either click the Close button or click the Delete button for that item. What you click depends on the item that you want to remove. For example, if you edit an analytic grid and you want to remove a dimension from the report, click its Close button in the workspace. If you edit a dashboard page and you want to remove a filter, click the filter and then click Delete Selected Filter.

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   The Properties tab

   Use the Properties tab to see the various properties for an element such as where the element is saved and what permissions are assigned to the element.

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4. After you complete your edits, click the Home tab and then click Publish All to save the modified elements to Monitoring Server.

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