How to Navigate PerformancePoint 2010 Dashboards and Explore Data - EPC Group


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SharePoint 2010 Help and Overview Documents - Help Desk SharePoint 2010 Documents and Quick References...

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How to Navigate PerformancePoint 2010 Dashboards and Explore Data - EPC Group

  1. 1. How to navigate PerformancePoint dashboards and explore dataApplies to: PerformancePoint Dashboard Designer, SharePoint Server 2010When you look at a PerformancePoint dashboard on a SharePoint site, you might see one or several itemson it. Typically, but not always, the dashboard contains a scorecard, and some filters, charts and grids.Each scorecard and report is placed on the dashboard as a Web Part. You can navigate within a report orperform actions on the Web part itself. Dashboard can include more than one page.The dashboard in the example below shows a filter, links to more pages, a scorecard, an analytic bar chart,a KPI details report, and a pie chart. Each scorecard and report is in a separate Web Part, each with its ownmenu. The controls for each Web Part are indicated on the dashboard page by a drop-down symbol ( ).In some cases, the actions that you take in one Web Part affect the results that you see in another WebPart. In the example below, the results that you see in the KPI Details report apply to the item(COMPUTERS – target amount) that is highlighted in the Sales Amounts scorecard.You can easily view and explore data by using the scorecards and reports that are on a dashboard. Youcan drill down (or up) in scorecards and analytic charts and grids to see lower (or higher) levels of detailand to change your view of the data in the reports. This is useful when you want to see more informationthan is currently displayed in the dashboard. You can also view each report in a separate window, exportthem to PowerPoint, or export them to Excel.Navigate in a dashboardThe real power of a PerformancePoint dashboard lies in its interactivity. By moving around the dashboardand investigating each scorecard and report, you can get a very detailed picture of your organizationsperformance.
  2. 2. MOVING AROUND THE DASHBOARDUse your cursor to select the scorecard or report you want to focus on. If the dashboard page is largerthan your browser window, use the vertical or horizontal scroll bars to move the dashboard up and downor left and right. Right-click a report to see its shortcut menu. The example below shows the shortcutmenu for an analytic chart.INTERACTING WITH SCORECARDS AND REPORTSMost reports have some level of interactivity. For example, if you click a section of a pie chart, a new piechart might open, displaying more detailed data about just the section that you clicked. If you click a cellon a scorecard that has a related KPI Details report, the KPI Details report updates and displays detailsthat pertain only to the selected cell. The KPI Details in the following example shows results forCOMPUTERS, the item selected in the related scorecard.MOVE BETWEEN DASHBOARD PAGESIf your dashboard contains more than one page, you can move from one page to another by clicking thepage links at the top of the dashboard page. The dashboard in the example shown at the beginning ofthis article has three pages: Sales Amounts, Sales Margins, and Top Stores and Products. The links forthose pages are at very top of the dashboard, next to the dashboard name. The current page is alwaysshown in solid text, whereas other pages are shown in hyperlinked text.Control my view of a scorecard or reportEach drop-down symbol on a dashboard is an indication that a menu or another control, such as afilter, is available.©2009 Microsoft Corporation.
  3. 3. USE FILTERS TO VIEW JUST THE DATA THAT YOU NEEDWhen you first open a dashboard that contains filters, you see a view that is based on the initial filterselections, but you can change the view by using filter controls. The example below shows two filters, onefor time, and the other for products. You can change the Time filter by clicking the drop-down symbol .This displays a list of all possible choices for that filter. If you choose another time period, all connectedreports on the dashboard update to display information for that year. The selection in the example belowis “Past Year.”To narrow your view even further, you can filter the view to just the product you are interested in, or youcan compare performance of a specific product to all available products. In this example, All is selectedand Computers and Cameras & Camcorders are also selected. By making these selections, the user cancompare the performance of computer sales and sales of cameras and camcorders for the past yearagainst the performance of all product sales. TIP If you want to view data for all products, select All. If you want to view only certain products, clearthe All check box and select just the product or products that interests you.USE THE WEB PARTS MENUEach Web Part has its own menu. Click the drop-down symbol in the upper corner of the Web Part tosee the options that apply to the Web Part. The example below shows the available controls for ascorecard. You can open it in a new window, reset it to its original view, and, depending on the reporttype, export it to PowerPoint or Excel. If you have appropriate permissions, you can also use thesecontrols to delete the scorecard, modify it, or change connections. Open in New Window is a very useful©2009 Microsoft Corporation.
  4. 4. control because it allows you to work with the report in isolation, manipulate it without changing theoriginal dashboard view, and see it in greater detail.The following example shows the Web Part menu for a scorecard.Explore data on the dashboardA dashboard can contain one or more scorecards and other reports. What you can do in each reportdepends on the type of report it is.USE REPORT SHORTCUT MENUSEach report on a dashboard has its own set of controls, most of which you access by right-clicking. Youcan, for example, right-click in any analytic chart or grid, select Report Type, and then change it to adifferent report type. Or, you can make some formatting changes or filter the data that you see. You canclick specific data points, such as those on the following line chart, or click individual bars on an analyticchart to drill further into the data. You can also select a section of a pie chart to see greater detail ordifferent detail. You can discover which elements are interactive by moving your mouse pointer aroundthe report. When the pointer changes, it means you can click that item.Right-click a value in the chart and select Drill Down To. This loads a list of available dimensions you canexplore.©2009 Microsoft Corporation.
  5. 5. Scorecards are highly interactive, too. If you select a KPI in a scorecard, the KPI Details Report changes itsdisplay to show you the details that make up the specific KPI that you select. You can right-click in variousplaces on a scorecard to find ways to drill up and down, filter data, see what is off-target or on-target, findthe top ten in a category (like sales by channel, for example), or analyze it in a decomposition tree. Thefollowing example shows a shortcut menu that you can reach on a scorecard by right-clicking.UNDO CHANGES FOR A CHART THAT IS OPENED IN A NEW BROWSER WINDOWClick the Back button in your browser window. This undoes the last change you made to the view. Repeattill you reach the view that you want. This is useful if you made several changes to the report but do notwant to reset the chart to the default view. TIP If the Back button is not active, the report is displayed in the default report view.Reset the report viewYou can reset a report to its original view by using either of the following methods:©2009 Microsoft Corporation.
  6. 6. If you are viewing the report in its original location on the dashboard, open the Web Part menu, andthen select Reset View.If you are viewing the report in a new browser window, click the Refresh button in the new browserwindow (or press F5). This not only resets the analytic chart to the default view that is shown in thedashboard but also resizes the chart to fit inside the new browser window.©2009 Microsoft Corporation.