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1. How to navigate PerformancePoint dashboards and explore data
Applies to: PerformancePoint Dashboard Designer, SharePoint Server 2010
When you look at a PerformancePoint dashboard on a SharePoint site, you might see one or several items
on 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 or
perform 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 own
menu. 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 Web
Part. 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. You
can drill down (or up) in scorecards and analytic charts and grids to see lower (or higher) levels of detail
and to change your view of the data in the reports. This is useful when you want to see more information
than is currently displayed in the dashboard. You can also view each report in a separate window, export
them to PowerPoint, or export them to Excel.
Navigate in a dashboard
The real power of a PerformancePoint dashboard lies in its interactivity. By moving around the dashboard
and investigating each scorecard and report, you can get a very detailed picture of your organization's
performance.

2. MOVING AROUND THE DASHBOARD
Use your cursor to select the scorecard or report you want to focus on. If the dashboard page is larger
than your browser window, use the vertical or horizontal scroll bars to move the dashboard up and down
or left and right. Right-click a report to see its shortcut menu. The example below shows the shortcut
menu for an analytic chart.
INTERACTING WITH SCORECARDS AND REPORTS
Most reports have some level of interactivity. For example, if you click a section of a pie chart, a new pie
chart might open, displaying more detailed data about just the section that you clicked. If you click a cell
on a scorecard that has a related KPI Details report, the KPI Details report updates and displays details
that pertain only to the selected cell. The KPI Details in the following example shows results for
COMPUTERS, the item selected in the related scorecard.
MOVE BETWEEN DASHBOARD PAGES
If your dashboard contains more than one page, you can move from one page to another by clicking the
page links at the top of the dashboard page. The dashboard in the example shown at the beginning of
this article has three pages: Sales Amounts, Sales Margins, and Top Stores and Products. The links for
those pages are at very top of the dashboard, next to the dashboard name. The current page is always
shown in solid text, whereas other pages are shown in hyperlinked text.
Control my view of a scorecard or report
Each drop-down symbol on a dashboard is an indication that a menu or another control, such as a
filter, is available.
©2009 Microsoft Corporation.

3. USE FILTERS TO VIEW JUST THE DATA THAT YOU NEED
When you first open a dashboard that contains filters, you see a view that is based on the initial filter
selections, but you can change the view by using filter controls. The example below shows two filters, one
for 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 connected
reports on the dashboard update to display information for that year. The selection in the example below
is “Past Year.”
To narrow your view even further, you can filter the view to just the product you are interested in, or you
can compare performance of a specific product to all available products. In this example, All is selected
and Computers and Cameras & Camcorders are also selected. By making these selections, the user can
compare the performance of computer sales and sales of cameras and camcorders for the past year
against 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, clear
the All check box and select just the product or products that interests you.
USE THE WEB PARTS MENU
Each Web Part has its own menu. Click the drop-down symbol in the upper corner of the Web Part to
see the options that apply to the Web Part. The example below shows the available controls for a
scorecard. You can open it in a new window, reset it to its original view, and, depending on the report
type, export it to PowerPoint or Excel. If you have appropriate permissions, you can also use these
controls to delete the scorecard, modify it, or change connections. Open in New Window is a very useful
©2009 Microsoft Corporation.

4. control because it allows you to work with the report in isolation, manipulate it without changing the
original dashboard view, and see it in greater detail.
The following example shows the Web Part menu for a scorecard.
Explore data on the dashboard
A dashboard can contain one or more scorecards and other reports. What you can do in each report
depends on the type of report it is.
USE REPORT SHORTCUT MENUS
Each report on a dashboard has its own set of controls, most of which you access by right-clicking. You
can, for example, right-click in any analytic chart or grid, select Report Type, and then change it to a
different report type. Or, you can make some formatting changes or filter the data that you see. You can
click specific data points, such as those on the following line chart, or click individual bars on an analytic
chart to drill further into the data. You can also select a section of a pie chart to see greater detail or
different detail. You can discover which elements are interactive by moving your mouse pointer around
the 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 can
explore.
©2009 Microsoft Corporation.

5. Scorecards are highly interactive, too. If you select a KPI in a scorecard, the KPI Details Report changes its
display to show you the details that make up the specific KPI that you select. You can right-click in various
places on a scorecard to find ways to drill up and down, filter data, see what is off-target or on-target, find
the top ten in a category (like sales by channel, for example), or analyze it in a decomposition tree. The
following 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 WINDOW
Click the Back button in your browser window. This undoes the last change you made to the view. Repeat
till you reach the view that you want. This is useful if you made several changes to the report but do not
want 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 view
You can reset a report to its original view by using either of the following methods:
©2009 Microsoft Corporation.

6. If you are viewing the report in its original location on the dashboard, open the Web Part menu, and
then select Reset View.
If you are viewing the report in a new browser window, click the Refresh button in the new browser
window (or press F5). This not only resets the analytic chart to the default view that is shown in the
dashboard but also resizes the chart to fit inside the new browser window.
©2009 Microsoft Corporation.