Create or edit a dashboard page in Dashboard Designer

You can add a page to a new or an existing dashboard by using the Editor tab in PerformancePoint Dashboard Designer. There, you can select a layout template for a new page, work with dashboard zones, or edit content. Before you create your dashboard page, make sure that you or other dashboard authors have created and published the scorecards and/or reports that you want to include in your dashboard. You create dashboard elements in Dashboard Designer and publish them to PerformancePoint Monitoring Server.

Note: To edit a dashboard element, such as a page, report, or scorecard, you must have Editor permissions for that element. Without those permissions, you can save your changes to a new element with a different location, but you cannot change the original element. By default, you have Editor permissions for any element that you create or publish.

What do you want to do?

Create a dashboard

Add a page to a dashboard

Edit a dashboard page

Create a dashboard

1. In Dashboard Designer, click the Create tab, and then click Dashboard.

2. In the Select a Dashboard Page Template dialog box, click a template and then click OK to open the Create a Dashboard wizard.

3. In the Name the Dashboard page, type a name for your dashboard. To specify where you want to store your dashboard in Monitoring Server, click Select Display Folder and then select or create a folder. Click Finish to complete the basic structure for your dashboard page.

4. On the confirmation screen, review the information in the Details pane, and then click Close. Your dashboard is now available for you to edit in the workspace.

5. In the Details pane, locate the report, scorecard, or filter that you want to include in your dashboard, and then drag it to a dashboard zone. Each dashboard page must contain at least one element before you can publish it to Monitoring Server.

   Tip: If no dashboard elements appear in the Details pane, click the Home tab, and then click Refresh. Or, create the scorecards and reports that you want, publish them to Monitoring Server, and then add them to your dashboard page.

6. On the Home tab click Publish Item to save the dashboard to Monitoring Server. To preview the dashboard, deploy it to a preview site. For more information, see Preview a dashboard.

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Add a page to a dashboard

1. In Dashboard Designer, click the Home tab, and then click Refresh.

2. In the Workspace Browser, double-click the dashboard that you want to edit. The workspace for the dashboard opens.

3. In the center workspace pane, click the Editor tab. In the Pages section, click New Page to open the Select a Dashboard Page Template dialog box.

4. Click a template and then click OK to open the new page.

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Edit a dashboard page

1. When you edit a dashboard page, you can change its name, layout, zone sizes, and content.

   Change the name of a dashboard page

   1. In the center pane of the workspace, click the Editor tab. In the Pages section, click the name of the dashboard page that you want to change, and then type a new name.

   2. Click anywhere outside the name box to save the new name.

   Change the layout of a dashboard page

   1. In the center pane of the workspace, click the Editor tab. The Dashboard Content section displays the columns and zones that are currently in your dashboard page.

   2. Right-click in the Dashboard Content section and then click one of the following:

      • Add Left. This adds a new zone to the left of the cursor.

      • Add Right. This adds a new zone to the right of the cursor.

      • Add Above. This adds a new zone above the cursor.

      • Add Below. This adds a new zone below the cursor.

      • Split Zone. This divides the zone nearest the cursor into two zones of equal size.

      • Delete Zone. This removes the zone nearest the cursor.

      • Zone Settings. This opens the Zone Settings dialog box, where you can adjust the name, size, and orientation of the zone.

   Change the size of one or more dashboard zones

   1. In the center pane of the workspace, click the Editor tab. The Dashboard Content section displays the columns and zones that are currently in your dashboard page.

   2. In the Dashboard Content section, right-click in the zone that you want to change, and then click Zone Settings. The Zone Settings dialog box opens.

      1. On the Size tab, specify width and height settings for the dashboard zone.

      2. On the Orientation tab, arrange the elements in the zone.

         • Horizontal. This option arranges multiple elements in a row.

         • Vertical. This option arranges multiple elements in a column.

         • Stacked. This option arranges multiple elements in a drop-down list. That is, to display a given element, dashboard users must select it from the drop-down menu.

   3. After you make your changes to the zones, click OK to close the Zone Settings dialog box.

   Change the dashboard page content

   1. In the center pane of the workspace, click the Editor tab. The Dashboard Content section displays the columns, zones, and elements that are currently in your dashboard page.

   2. Add or remove dashboard elements by using one of the following procedures:

      1. To add elements, drag the reports, scorecards, and filters that you want to include in your dashboard from the Details pane to a dashboard zone.

         Tip: If no dashboard elements appear in the Details pane, click the Home tab, and then click Refresh. Or, create the scorecards and reports that you want, publish them to Monitoring Server, and then add them to your dashboard page.

      2. To remove elements from the dashboard page, click the Close button in the title bar of the report, scorecard, or filter in a dashboard zone.

         Note: When you remove an element from a dashboard page, you do not remove it from Monitoring Server. You only remove it from the dashboard page that you are editing.

2. After you edit the dashboard page, click the Home tab, and then click Publish Item to save your dashboard to Monitoring Server.

3. Click the Edit tab, and then click Preview to review your changes. If you want to make more changes, repeat steps 1 and 2.

4. Click the Edit tab, and then click SharePoint Site to deploy your dashboard.

   Important: If you make a structural change to an existing dashboard, such as adding, removing, or resizing zones, or changing elements, you must redeploy the dashboard. Otherwise, your changes will not take effect on the SharePoint site, and the dashboard users will not see your changes.

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