PerformancePoint 報表與計分卡概觀
適用版本： SharePoint Server 2010 Enterprise
上次修改主題的時間： 2016-11-30
You can use PerformancePoint 儀表板設計工具 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 儀表板設計工具, 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 使用儀表板設計工具建立報表與記分卡.
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 儀表板設計工具. 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 儀表板設計工具. Analytic charts use data that is stored in SQL Server Analysis. |
Analytic Grid |
An analytic grid is an interactive table that you create and configure by using 儀表板設計工具. Analytic grids use data that is stored in SQL Server Analysis. |
Excel Services |
An Excel Services report is an Excel workbook that was published to Microsoft SharePoint Server 2010 by using Excel Services. In 儀表板設計工具, you do not actually create an Excel Services report; instead, you create a PerformancePoint Web Part to display all or part of an Excel workbook. You can use an Excel Services report to display a PivotChart report, a PivotTable report, or any chart or table that you create in Excel. For more information, see 顯示在 PerformancePoint 網頁組件中的 Excel Services 報表概觀 and 使用儀表板設計工具建立 Excel Services 報表. |
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 PerformancePoint KPI 詳細資料報表概觀 and 使用儀表板設計工具建立 KPI 詳細資料報表. |
ProClarity Analytics Server Page |
A ProClarity Analytics Server Page report is a view that was published to ProClarity Analytics Server. In 儀表板設計工具, 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 顯示在 PerformancePoint 網頁組件中的ProClarity Server 報表概觀 and 使用儀表板設計工具建立 ProClarity Server 報表. |
Reporting Services |
A Reporting Services report is a view that was published to SQL Server Reporting Services Report Server. In 儀表板設計工具, you do not actually create a Reporting Services report; instead, you create a PerformancePoint Web Part to display an existing Reporting Services report. You can use a Reporting Services report to display powerful reports that were created by using SQL Server Reporting Services Report Builder in your dashboard. For more information, see 顯示在 PerformancePoint 網頁組件中的 Reporting Services 報表概觀 and 使用儀表板設計工具建立 Reporting Services 報表. |
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 關於策略地圖 and 使用儀表板設計工具建立策略地圖. |
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 儀表板設計工具, 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 關於儀表板設計工具中的網頁報表 and 使用儀表板設計工具建立網頁報表. |
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 PerformancePoint 儀表板設計工具. 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 PerformancePoint 分解樹狀目錄概觀. |
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 PerformancePoint 計分卡概觀.
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.
重要
To use the different scorecard templates that are available, make sure that 儀表板設計工具 is configured to use a scorecard wizard. To learn more, see 開啟或關閉儀表板設計工具的計分卡精靈.
| Template | Description |
|---|---|
Analysis Services |
The Analysis Services scorecard template enables you to create a scorecard that uses an Analysis Services data source for at least one KPI in the scorecard. Depending on how an Analysis Services scorecard is configured, dashboard users can perform certain tasks that are not necessarily available with other scorecard templates:
When you use the 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 Analysis Services scorecard template. For more information, see 使用儀表板設計工具建立 Analysis Services 計分卡. |
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 使用儀表板設計工具建立空白計分卡. |
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 使用儀表板設計工具建立定值計分卡. |
Tabular templates. They include the following:
|
The four tabular templates (Excel Services, 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 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 使用儀表板設計工具建立表格式資料計分卡. |