Getting Started: PerformancePoint dashboards and Web Parts

PerformancePoint dashboards and Web Parts offer significant advantages to users. They are interactive, connected to live data, and are updated in real time. You can do any or all of the following with a PerformancePoint dashboard:

  • Dill up or down in the various scorecards and reports that you see
  • Filter the data so you can focus on specific information
  • Open a report in a new window
  • Change analytic charts to analytic grids or vice versa
  • Export the dashboard to Microsoft PowerPoint 2010, Microsoft Office PowerPoint 2007, Excel 2010 or Excel 2007.

Each scorecard and report that you see on a PerformancePoint dashboard is displayed in a Web Part, which functions essentially as a separate module on the SharePoint page. The PerformancePoint dashboard can contain a single Web Part or several Web Parts. They can also contain more than one Web page, each displaying one or more Web Parts.

What you need to know to work with PerformancePoint Dashboards and Web Parts

The articles that are listed in the following table will help you get started with PerformancePoint dashboards and Web Parts.

Article Description
What's New in PerformancePoint Dashboard Designer

Learn about the changes to PerformancePoint dashboards and view a demo. The "What's new" article describes the changes, which are summarized here:

Reports
  • The KPI Details Report    shows you how a KPI is calculated, and provides other useful information about a specific KPI.
  • The Decomposition Tree    is a tree-like structure that enables you to drill across the "branches" to help you quickly find out why a KPI is performing the way it is. This is especially good for ad-hoc analysis. The Decomposition Tree is available in analytic grids, analytic charts, and scorecards that use Analysis Services data.
  • Pie Charts    display information that quickly highlights relative comparisons among several items.
  • Removed report types    Four reports that were available in PerformancePoint Server 2007 are no longer available: the trend analysis chart, the PivotTable report, the PivotChart report, and the static spreadsheet. These report types are replaced by Excel Services reports and analytic charts and grids.
Filters and data sorting
  • Value filters    When you work with scorecards and analytic grids and charts, you can now use some simple filters that are available in your Web browser. By using these filters, you can quickly find the "top ten" or "bottom ten" items that you want to see, or a list of items that fit within a certain range of values that you define. This speeds up your report views.
  • Sorting data    When you work with scorecards and analytic charts, you can easily sort your data in ascending or descending order.
  • Improved filter performance    You can filter up to 5,000 members and performance time is much improved.
Scorecards
  • Sophisticated KPIs    Scorecards can have "multiple actuals," meaning that a single KPI can represent status that is based on data that comes from more than one measure and more than one data source. You will see all that information on a single row within a scorecard.
  • Time Intelligence    Period-to-date functions are now included in scorecards, meaning that you can compare various periods against forecast or against the prior year
What is the difference between a dashboard and a scorecard? Learn the difference between these two terms, which are often mistaken for one another. View a short demo that will help clarify dashboard terminology.
Getting Acquainted with PerformancePoint dashboards and Web Parts Find out what you can expect to see on a PerformancePoint dashboard page and in PerformancePoint Web Parts.
How to navigate PerformancePoint dashboards and explore data Learn how to move between dashboard pages, and dashboard Web Parts, how to drill up and down in data, how to open a scorecard or a report in a new window, and how to filter data.
Why is some information not visible on my dashboard? Find out why you may not be able to see certain items that you expect to see on a dashboard and what you can do about it.
Up to speed with PerformancePoint Dashboards and Web Parts Learn why dashboards can be useful, and learn about some of things you can do on PerformancePoint dashboards by watching a series of videos that show you how to explore data, work with reports, export reports, or print them.

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Applies to:
SharePoint Server 2010