Overview of PerformancePoint reports and scorecards

 

Применимо к: SharePoint Server 2010 Enterprise

Последнее изменение раздела: 2016-11-30

You can use Конструктор панели мониторинга PerformancePoint to create lots of reusable reports and scorecards for your dashboards. As you create each report or scorecard, you begin by selecting a template. In Конструктор панели мониторинга, you can select from eight different report templates and seven different scorecard templates. This article describes the different report and scorecard templates that are available.

For information about how to create reports and scorecards, see Создание отчетов и систем показателей с помощью конструктора панели мониторинга.

In this article:

• Report templates

• Scorecard templates

Report templates

PerformancePoint reports can vary greatly in appearance and functionality. In addition, these reports can vary in what you do to create them. For example, you create some reports by using Конструктор панели мониторинга. For other reports, you do not actually create the reports; instead, you create a PerformancePoint Web Part to display an existing report. Finally, for some reports, you must have at least one scorecard created to successfully create and display information in those reports.

Template	Description
Analytic Chart	An analytic chart is an interactive line, bar, or pie chart that you create and configure by using Конструктор панели мониторинга. Analytic charts use data that is stored in SQL Server Analysis. For more information, see Аналитические графики и сетки and Создание аналитической диаграммы или таблицы.
Analytic Grid	An analytic grid is an interactive table that you create and configure by using Конструктор панели мониторинга. Analytic grids use data that is stored in SQL Server Analysis. For more information, see Аналитические графики и сетки and Создание аналитической диаграммы или таблицы.
Excel Services	An Службы Excel report is an Excel workbook that was published to Microsoft SharePoint Server 2010 by using Службы Excel. In Конструктор панели мониторинга, you do not actually create an Службы Excel report; instead, you create a PerformancePoint Web Part to display all or part of an Excel workbook. You can use an Службы Excel report to display a PivotChart report, a PivotTable report, or any chart or table that you create in Excel. For more information, see Общие сведения об отчетах служб Excel, отображаемых в веб-частях PerformancePoint and Создание отчета служб Excel с помощью конструктора панели мониторинга.
KPI Details	A KPI Details report is a report that serves as a companion to a scorecard to provide additional information about scorecard key performance indicator (KPI) values and properties. A KPI Details report does not contain or display information by itself; instead, the KPI Details report derives all its information directly from the scorecard to which it is connected. Dashboard users click a value in a scorecard, and the KPI Details report updates to display additional information about that particular scorecard value without cluttering up the scorecard. For more information, see Общие сведения об отчетах о ключевых показателях эффективности PerformancePoint and Create a KPI Details report by using Dashboard Designer.
ProClarity Analytics Server Page	A ProClarity Analytics Server Page report is a view that was published to ProClarity Analytics Server. In Конструктор панели мониторинга, you do not actually create a ProClarity Analytics Server report; instead, you create a PerformancePoint Web Part to display an existing ProClarity view. You can use a ProClarity Analytics Server Page report to display specific view types, such as the Performance Map, Perspective View, and Decomposition Tree in your dashboard. For more information, see Обзор отчетов сервера ProClarity Server, отображаемых в веб-частях PerformancePoint and Create a ProClarity Server report by using Dashboard Designer.
Reporting Services	A Службы Reporting Services report is a view that was published to SQL Server Службы Reporting Services Report Server. In Конструктор панели мониторинга, you do not actually create a Службы Reporting Services report; instead, you create a PerformancePoint Web Part to display an existing Службы Reporting Services report. You can use a Службы Reporting Services report to display powerful reports that were created by using Службы SQL Server Reporting Services Report Builder in your dashboard. For more information, see Общие сведения об отчетах служб Reporting Services, отображаемых в веб-частях PerformancePoint and Create a Reporting Services report by using Dashboard Designer.
Strategy Map	A strategy map is a report that serves as a companion to a scorecard to show relationships between objectives, goals, and KPIs at a glance. Strategy maps are based on the Balanced Scorecard framework. A strategy map uses a scorecard as its data source and a Visio diagram as its display structure. For more information, see Сведения о стратегических картах and Create a strategy map by using Dashboard Designer.
Web Page	A Web Page report is a fully functional internal or external Web site that you can display alongside other reports in your dashboard. In Конструктор панели мониторинга, you do not actually create a Web Page; instead, you create a PerformancePoint Web Part to display an existing Web site. For more information, see Веб-отчеты в конструкторе панелей мониторинга and Create a Web Page report by using Dashboard Designer.
Decomposition Tree	A Decomposition Tree is an interactive view that dashboard users open from a scorecard or a report that uses SQL Server Analysis Services data. However, as a dashboard author, you do not create the Decomposition Tree by using Конструктор панели мониторинга PerformancePoint. In addition, you cannot display a Decomposition Tree as a top-level report view that is always displayed in a dashboard alongside other reports. For more information, see Общие сведения о дереве декомпозиции PerformancePoint.

Scorecard templates

A scorecard is a special kind of report that provides a high-level snapshot of performance for a group or an organization. A scorecard provides a visual representation of performance that can give you a summary of progress at a glance. For more information, see Обзор систем показателей PerformancePoint.

When you create a PerformancePoint scorecard, you can use a wizard to guide you through the process. When you use a wizard, you begin by selecting a template. The template that you select corresponds to the kind of data source that you plan to use for at least one key performance indicator (KPI) in your scorecard.

Важно!

To use the different scorecard templates that are available, make sure that Конструктор панели мониторинга is configured to use a scorecard wizard. To learn more, see Включение и отключение мастера создания системы показателей в конструкторе панели мониторинга.

Template	Description
Analysis Services	The Службы Analysis Services scorecard template enables you to create a scorecard that uses an Службы Analysis Services data source for at least one KPI in the scorecard. Depending on how an Службы Analysis Services scorecard is configured, dashboard users can perform certain tasks that are not necessarily available with other scorecard templates: Use Show Details to view transaction-level details for a particular scorecard value. Open a Decomposition Tree to decompose, or analyze, a group to see its individual members and how they can be ranked according to a selected measure. For more information, see Learn about the Decomposition Tree (https://go.microsoft.com/fwlink/p/?LinkId=204883). View higher or lower levels of data in the scorecard. View dynamic dimension hierarchies in the scorecard. When you use the Службы Analysis Services scorecard template, you can create KPIs that are based on measures in the data cube, or you can select existing KPIs that you or other dashboard authors have created. However, you can also copy KPIs that are defined in the data cube into the scorecard. This ability to copy KPIs is unique to the Службы Analysis Services scorecard template. For more information, see Создание системы показателей служб аналитики с помощью конструктора панели мониторинга.
Blank Scorecard	The Blank Scorecard template enables you to create an empty scorecard that has no KPIs or other information. You would typically create a blank scorecard when you and other dashboard authors have already created KPIs. For more information, see Создание пустой системы показателей с помощью конструктора панели мониторинга.
Fixed Values Scorecard	The Fixed Values Scorecard template enables you to create a scorecard that does not use a separate data source. When you use this template, you specify the values for the scorecard while you use the wizard. For more information, see Создание системы показателей с фиксированными значениями с помощью конструктора панели мониторинга.
Tabular templates. They include the following: Excel Services Excel Workbook SharePoint List SQL Server Table	The four tabular templates (Службы Excel, Excel Workbook, SharePoint List, and SQL Server Table) enable you to create a scorecard that uses a tabular data source for at least one KPI in the scorecard. Similar to the Службы Analysis Services scorecard template, when you use a tabular data scorecard template, you can create KPIs that are based on measures in the data source, or you can select existing KPIs that you or other dashboard authors have created. For more information, see Создание системы показателей с табличными данными с помощью панели мониторинга.

See Also

Concepts

Создание отчетов и систем показателей с помощью конструктора панели мониторинга