Maintain, edit, and update PerformancePoint dashboards

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Applies to: SharePoint Server 2010 Enterprise

After you have created and deployed a dashboard by using PerformancePoint Dashboard Designer, your next step is to maintain and edit the dashboard as appropriate. This article describes how to edit PerformancePoint dashboards.

You can edit PerformancePoint dashboards by using two methods, as described in the following table:

Method Description

Use Dashboard Designer to edit dashboard content

Use this method when you want to edit the content that is displayed in individual items, such as reports, scorecards, and filters.

You open Dashboard Designer and use it to change one or more dashboard items, such as filters, key performance indicators (KPIs), scorecards, reports, and pages. Depending on the changes that you make, you then republish the dashboard to SharePoint Server.

One advantage of using this method is that you can configure advanced connections. For example, you can specify custom multidimensional expression (MDX) queries or Time Intelligence formulas to configure filter connections. However, when you republish a dashboard, any changes that have been made by using edit mode in SharePoint Server are overwritten. In addition, by using this method, you can only add or edit PerformancePoint Web Parts. For example, you cannot add a Chart Web Part to a dashboard page by using Dashboard Designer.

To use this method, see Edit dashboard content by using Dashboard Designer.

Use edit mode in a SharePoint site to change dashboard content

Use this method when you want to configure which Web Parts are displayed in the dashboard.

You open a page for editing in a Web browser. You can then add or remove Web Parts in the dashboard.

Here are two advantages of using this method:

  • You can add non-PerformancePoint Web Parts to a dashboard. For example, you can add a SharePoint task list to a page. Or you can add a Media Web Part to display images in a dashboard page.

  • You can add existing PerformancePoint Web Parts (these are dashboard items that were created by using Dashboard Designer) to a dashboard page without opening Dashboard Designer.

However, if a dashboard author republishes a dashboard, any changes that were made by using this method are overwritten.

To use this method, see Edit dashboard content by using edit mode in SharePoint Server.

Edit dashboard content by using Dashboard Designer

When you want to edit dashboard content by using Dashboard Designer, you begin by opening Dashboard Designer.

Open Dashboard Designer

When you want to edit dashboard content by using Dashboard Designer, the first step is to open Dashboard Designer. You can open Dashboard Designer by using one of three methods:

  • You can open Dashboard Designer from the Business Intelligence Center. You would typically use this method if you are using Dashboard Designer for the first time or if you want to view or edit multiple dashboard items.

  • You can open Dashboard Designer from a single dashboard item in a SharePoint list, such as the PerformancePoint Content list or the Data Connections list. You would typically use this method to edit a single item, such as a data connection, a report, a scorecard, a KPI, a filter, or a dashboard page.

  • You can open Dashboard Designer from the Start menu on your computer. You can only use this method if you have opened Dashboard Designer at least one time on your computer.

Use one of the following procedures to open Dashboard Designer.

To open Dashboard Designer from the Business Intelligence Center

  1. Using your web browser, open the Business Intelligence Center.

    Tip

    If you do not know where the Business Intelligence Center is located, contact a SharePoint administrator.

  2. In the Business Intelligence Center, click a section, such as Monitor Key Performance, Build and Share Reports, or Create Dashboards.

    More information about each area is displayed in the center pane.

  3. In the center of the page, click a Start using PerformancePoint Services link.

    The PerformancePoint site template opens.

  4. Click Run Dashboard Designer.

    Dashboard Designer opens and installs a shortcut on your computer’s Start menu.

To open Dashboard Designer from an item in a SharePoint list

  1. In a SharePoint list that contains PerformancePoint items, such as the Data Connections list or the PerformancePoint Content list, locate an item that you want to edit.

    Tip

    If you do not know where PerformancePoint dashboard content is stored on SharePoint Server, contact a SharePoint administrator.

  2. Point to the name of a dashboard item, click the down arrow that appears, and then click Edit in Dashboard Designer.

    Dashboard Designer opens with the dashboard item ready for editing.

To open Dashboard Designer from the Start menu on your computer

  1. Make sure that you have opened Dashboard Designer at least one time on your computer.

  2. Click Start, click All Programs, click SharePoint, and then click PerformancePoint Dashboard Designer.

    Dashboard Designer opens.

Edit PerformancePoint dashboard content

After you have opened Dashboard Designer, the next step is to open a dashboard item for editing. Use this procedure to open a data source, a report, a KPI, a scorecard, or a filter. To edit a dashboard page, see the procedure that follows this one.

To open a dashboard item for editing

  1. In Dashboard Designer, on the Home tab, in the Workspace group, click Refresh.

    The list of dashboard content that is saved to SharePoint Server updates in the center pane.

  2. Depending on the kind of item that you want to edit, in the Workspace Browser, click PerformancePoint Content or Data Connections.

    • To edit a report, a KPI, a scorecard, or a filter, click PerformancePoint Content.

    • To edit a dashboard, skip this procedure and see the next one.

    • To edit a data source connection, click Data Connections.

  3. In the center pane, double-click the item that you want to edit.

    The item opens for editing.

  4. In the center pane, use the Editor tab (or the Design tab) to configure the information that is displayed. And, in the ribbon, click the Edit tab to view additional toolbar commands that you can use to configure the dashboard item.

  5. In the Workspace Browser, right-click the dashboard item, and then click Save.

You can edit a dashboard page by adding or removing items and by specifying a master page and page navigation. To edit a dashboard by using Dashboard Designer, follow these steps:

To edit a dashboard by using Dashboard Designer

  1. In Dashboard Designer, on the Home tab, in the Workspace group, click Refresh.

    The list of dashboard content that is saved to SharePoint Server updates in the center pane.

  2. In the Workspace Browser, click PerformancePoint Content.

  3. In the center pane, locate the dashboard that you want to edit. Double-click the dashboard to open it for editing.

  4. In the center pane, on the Editor tab, in the Pages section, click the page that you want to edit.

  5. To add a page to a dashboard, take the following steps:

    1. In the Pages section, click New Page.

      The Select a Dashboard Page Template dialog box opens.

    2. Select a template, and then click OK.

      The new page opens in the center pane.

    3. (This is optional.) In the Pages section, in the Name column, select the default text and type a new name for the dashboard page.

  6. To add items to a dashboard page, take the following steps:

    1. In the Details pane, expand Scorecards, Reports, or Filters, and then expand PerformancePoint Content.

    2. Drag the item that you want to add to the dashboard to a dashboard zone in the Dashboard Content section.

      Tip

      If the item that you want to add is not listed in the Details pane, take the following steps:

      1. In the Workspace Browser, click PerformancePoint Content.

      2. In the center pane, locate the item that you want to add to the dashboard. Double-click it to open it.

      3. Repeat Step 6.

  7. To remove items from a dashboard page, take the following steps:

    1. In the Dashboard Content section, locate the item that you want to remove from the dashboard.

    2. Next to the item’s name, in the upper-right corner, click the “X.”

  8. Repeat Steps 6 and 7 to add or remove items from the dashboard.

  9. (This is optional.) To change the master page that is used for the dashboard, take the following steps:

    1. In the center pane, click the Properties tab.

    2. In the Deployment Properties section, use the Master Page list to specify which master page to use for the dashboard.

      Tip

      Contact a SharePoint administrator if you want help with master pages.

  10. In the Workspace Browser, right-click the dashboard, and then click Save.

Depending on the changes that you make to a dashboard, you might have to republish it for dashboard users to see the changes. When you make minor changes, such as changing the information that is displayed in a report or a scorecard, you do not necessarily have to republish the dashboard. However, when you make structural changes, such as adding or removing items from a dashboard, you must republish the dashboard.

Note

When you republish a dashboard, any changes that were made to the dashboard by using editing mode in SharePoint Server are overwritten.

To republish a dashboard

  1. Begin with a dashboard open for editing in Dashboard Designer.

  2. If the dashboard contains multiple pages, make sure that you configure the dashboard to include page navigation. In the center pane, on the Properties tab, in the Deployment Properties section, select the check box next to Include page list for navigation.

  3. In the Workspace Browser, right-click the dashboard, and then click Save.

  4. In the Workspace Browser, right-click the dashboard, and then click Deploy to SharePoint.

Edit a dashboard by using edit mode in SharePoint Server

When you want to edit a dashboard by using edit mode in SharePoint Server, begin by opening a page for editing.

To open a dashboard page for editing

  1. Open a Web browser and navigate to the Business Intelligence Center.

    Tip

    If you do not know where the Business Intelligence Center is, contact a SharePoint administrator.

  2. In the Quick Launch, click Dashboards.

    The Dashboards document library opens and displays a list of folders. Each folder contains one or more dashboard pages.

  3. Click a folder to open it, and then click the name of a dashboard page.

  4. In the ribbon, click the Page tab.

  5. Click the Edit Page menu, and then click Edit Page.

    Important

    Do not click Edit in SharePoint Designer. You cannot use Microsoft SharePoint Designer to edit dashboard pages that contain PerformancePoint Web Parts. Otherwise, data connections to those Web Parts might fail and data will no longer display.

    The page opens for editing.

To edit a dashboard page by using edit mode in SharePoint Server

  1. Begin with a dashboard page open for editing in SharePoint Server.

  2. To add items, take the following steps:

    1. In a dashboard zone, click Add a Web Part.

      A list of Web Parts opens near the top of the page.

    2. In the Categories pane, select a category, and then, in the Web Parts pane, select a Web Part type.

    3. In the About the Web Part section, click Add.

      The Web Part is added to the page.

  3. To remove a Web Part, take the following steps:

    1. Point to the name of the Web Part.

      A down arrow is displayed.

    2. Click the down arrow, and in the drop-down list, select Delete.

      A dialog box opens and displays a message. The message indicates that the Web Part will be permanently deleted. This means the Web Part will be removed from view in the dashboard page.

    3. In the confirmation dialog box, click OK.

  4. To edit a Web Part, take the following steps:

    1. Point to the name of the Web Part.

      A down arrow is displayed.

    2. Click the down arrow, and in the drop-down list, select Edit Web Part.

      On the right side of the page, a Web Part tool pane opens.

    3. Use the Web Part tool pane to edit the Web Part, and then click OK to save your changes.

  5. Repeat Steps 2–4 until you have added or removed all the Web Parts that you want to change.

    Tip

    For more information, see Add, move, minimize, or delete a Web Part from a page.

  6. When you have finished making changes to the dashboard page, in the ribbon, on the Page tab, click Stop Editing.

    Refresh the page to view your changes.

See Also

Concepts

Plan, design, and implement a PerformancePoint dashboard