Join Ron Davis for an in-depth discussion in this video Scorecards, part of Microsoft Business Intelligence Stack in Depth.
Scorecards. Scorecards in Microsoft are web parts that go into a web part page. We call that web part page in business intelligence a dashboard but it's really a web part page. In a scorecard Is designed to hold KPIs. So, the R definition in Microsoft Business Intelligence of Scorecard, is different than the definition we have in business, for what is scorecard is. Here, I'm showing you a couple of score cards. I'm going to show it to you, and then we'll go through and create it.
One of the most important things you need to remember about your scorecards, is the ability to call update, and any changes you made in the KPI's that were nested within that scorecard, are reflected. Now sometimes, oddly enough, they are not, in which case you need to go through and delete the KPI and add it back in. The biggest difference is settings. You can in a score card, add toolbars to it. So, you can have a score card with a toolbar or without a toolbar.
The different KPI's that are in that score card is what's going to effect the menu and the menus operation. Now, unfortunately if the menu works or doesnt work it still shows up. Let me show you what I mean. I've got several scorecards here. Here's a standard sales scorecard. I created a sales scorecard with a menu and we'll show you that in just a second. I created a connected scorecard. And, a connected scorecard is one that has a relationship, as you see down here, into the underlying data warehouse.
And then, I created a composite scorecard that should have been connected. A composite scorecard here to reflect the composite KPI that we created. So, let me go through and save this. And, let's look at these on this, showing scorecards. Here's a dashboard, which is a web part page. I'm going to say deploy to SharePoint. And now, I've got all of these scorecards up here. I put them all up there just to show you all the scorecards. I happen to not like menus on scorecards.
I'm concerned about screen real estate. We have very little space. Here is the scorecard we just looked at with no menu, here is the scorecard sales with menu and here's all the functions. But as you will see, many of them don't work, so if I go and select just off target. Now, I have no rows to display. Off target would be red. And here, I can just see the yellow, and I can change that down. Here's my connected scorecard. And again, I could come in here and see just the slightly off target, where I can clear the status.
And, as I drill down through here, because of the KPIs and the features within the KPIs, you see I get almost no changes. The last one. Here's that composite. So, if I, just look for off target there's nothing in there, and again I can clear the status, and I can come in here and I'm changing some of this. If you'll notice, I know that this is difficult to see that there's no changes in here. So, it depends on the features of the KPIs you have. But again, in my view, I would not use menus in score cards.
We just can't afford the screen real estate. Let's go back and create a score card. By the way here's that dash board, with those score cards on it and we'll create a new one of those too for you. So, down here in scorecards I'm going to Right click > New > Scorecard. If I want a connected scorecard I would just leave this. Or, if I want blank, then I'd say blank scorecard and I'd say, okay. Blank just means it doesn't have a data source connection. It doesn't have the data source connection so I'm not doing filtering in the scorecard. I'm going to do filtering a little bit later on with actual filters.
So, all's I have to do now is add my KPIs. Here's my customer count, and here's my gross profit. Now, where I drop it matters. I'm going to watch for sibling and now let's grab sales amount. And, I'm going to move that around if I can get the tool tip to pop. See now, sales amount became a child of gross profit, but that is not the same as composite. I'll update and show you. It became a child, meaning I can close that up. It doesn't mean that it rolls it on up in here.
And, if you don't like that. I can delete it, grab it again, try to find the tool tip, call update, and we have it. To put this score card, lets call this my score card so i can know what i'm doing, and go to editor. There she is, my score card. Let's put it into a dash board, or a web par page. We're going to Right-click, New > Dashboard and I'll just pick two columns. Really doesn't much matter and I'll say Ok.
Let's grab it. Score cards, there's my score card and drop her right there. Let's change this. That's fine. The display folder is correct. To do this, I have actually gotta browse into a document library which I'll show you when we get into the dashboards. And, I say, okay. Master page is fine. I am going to right click right here and upload to SharePoint and let's see your scorecard. There is your scorecard. That's really all there is to it.
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