Add dashboard items to a page by using Dashboard Designer

 

Applies to: SharePoint Server 2010 Enterprise

After you have created PerformancePoint dashboard items, such as reports, scorecards, and filters, and dashboard pages, your next step is to add items to the dashboard pages.

To add items to a dashboard page, you open a dashboard for editing, and then you add the items that you want to include in the dashboard.

To open a dashboard page for editing

1. In PerformancePoint Dashboard Designer, locate the Workspace Browser on the left side of the window, and then click PerformancePoint Content. The center pane displays two tabs: SharePoint and Workspace.

2. Locate a dashboard to which you want to add items.

3. Double-click the dashboard that you want to change to open it for editing.

4. If the dashboard contains more than one page, open the page that you want to edit. To do this, follow these steps:

   1. In the center pane, click the Editor tab.

   2. In the Pages section, click the name of the page to which you want to add dashboard items.

To add items to a dashboard page

1. Begin with a dashboard page open for editing in Dashboard Designer, and the Editor tab displayed.

2. In the Details pane on the right side of the window, expand the Scorecards, Reports, or Filters list.

3. Locate the scorecard, report, or filter that you want to add to the dashboard, and then drag it to a dashboard zone.

   As you add items to a dashboard, keep in mind the suggestions in the following list:

   • As a best practice, put dashboard filters in a separate zone from where you put reports and scorecards. Otherwise, items such as chart legends or reports might not be displayed correctly.

   • Consider using the Header, 2 Columns dashboard page template for pages that will include dashboard filters. Then, you can put the filters in the Header zone, and put reports and scorecards in the other zones.

   • If you are adding an Excel Services report to the dashboard, make sure that you use the auto-size setting. Otherwise, additional scrollbars might display in the deployed dashboard. To specify auto-size settings, follow these steps:

     1. Immediately after you have added the Excel Services report to the dashboard, on the Edit tab, in the Layout group, click Edit Item.

        The Item Settings dialog box opens.

     2. On the Size tab, in the Width section, select Auto-size width.

     3. On the Size tab, in the Height section, select Auto-size height, and then click OK.

4. Repeat steps 2 and 3 for each item that you want to include in the dashboard.

5. In the Workspace Browser, right-click the dashboard, and then click Save.

6. Do one of the following tasks:

   • Connect any filters to scorecards or reports. For more information, see Connect a filter to a report or a scorecard by using Dashboard Designer.

   • Add a KPI Details report to the page. For more information, see Add a KPI Details report to a dashboard by using Dashboard Designer.

   • Publish the dashboard to Microsoft SharePoint Server. For more information, see Deploy a PerformancePoint dashboard.

See Also

Concepts

Create a plan for a PerformancePoint dashboard
Create a dashboard page by using Dashboard Designer
Assemble dashboard pages and link items together by using Dashboard Designer