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Create a PerformancePoint scorecard by using a wizard

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Se aplica a: SharePoint Server 2010 Enterprise

Última modificación del tema: 2015-03-09

By using Diseñador de paneles de PerformancePoint, you can create scorecards for your dashboards. A scorecard is a report type that shows organizational performance by displaying a collection of key performance indicators (KPIs) together with performance targets for those KPIs.

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 your scorecard.

Importante

Make sure that Diseñador de paneles is configured to use a scorecard wizard. For more information, see Activación o desactivación del asistente para cuadro de mandos en el Diseñador de paneles.

To select a scorecard template

  1. Identify the kind of data source that you want to use for your scorecard. The data source that you want to use will help you determine which scorecard template to select, as described in the following table.

    Data source Scorecard template

    SQL Server Analysis Services

    Analysis Services

    Tabular data source, such as one of the following:

    • An Servicios de Excel file

    • An Excel workbook

    • A SharePoint list

    • A table that is stored in a SQL Server database

    Excel Services, Excel Workbook, SharePoint List, or SQL Server Table

    No particular data source

    Blank Scorecard or Fixed Values Scorecard

  2. Make sure that the data source that you want to use is available. Do this by using the following procedure:

    1. In Diseñador de paneles, click the Home tab, and then click Refresh.

    2. In the Workspace Browser, click Data Connections.

    3. In the center pane of the workspace, review the list of data sources on the Server and Workspace tabs.

    4. Confirm that the data source that you want to use is available. If it is not listed, then you might have to create a data connection. For information about how to create a data source, see Creación de conexiones de datos (PerformancePoint Services).

  3. Use the appropriate procedure in the following list to create your scorecard. (For example, if you want to use the SQL Server Analysis Services template, click the link for the Creación de un cuadro de mandos de Analysis Services mediante el Diseñador de paneles procedure.)

See Also

Concepts

Creación de cuadros de mandos e informes con el Diseñador de paneles
Edit a scorecard by using Dashboard Designer
Adición de un informe detallado de KPI a un panel mediante el uso del Diseñador de paneles