Building a scorecard
- Scorecard layout
- Data preparation
- Designing the scorecard
- Using the scorecard in a dashboard
- See also
This walkthrough shows you how to use the Dundas BI Scorecard Designer to create a basic scorecard which shows columns of measures for each product. Each of the measures is displayed using a different type of data visualization control.
A scorecard in Dundas BI is another type of 'view' which is similar to a report. Both scorecards and reports are based on the idea of repeating sets of controls. However, the layout for a scorecard is simpler than that of a report because there are no page header or footer regions, for example.
Instead of viewing a scorecard by itself, you typically use a scorecard by adding it to an existing dashboard just like you would with any data visualization control.
Related video: Introduction to Scorecards
2. Scorecard layout
The following figure shows the logical design or layout for the example scorecard.
Elements within the Group Body region are repeated according to the Product hierarchy level which is added to the Grouping hierarchy region. (In other words, the Group Body repeats for every product value.)
3. Data preparation
For this walkthrough, create a data connector for a SQL Server Analysis Services (SSAS) database such as AdventureWorks.
4. Designing the scorecard
4.1. Create a new scorecard
Go to the main menu, click New, and then click Scorecard.
The Scorecard Designer canvas is displayed. By default, the scorecard is 1024 units wide which is too large for this example.
To change the width of the scorecard, click on the white canvas area outside of any scorecard regions, go to the Properties window, click the Layout tab, and then change the Width property to 700.
Here's what the initial scorecard looks like in the Scorecard Designer:
4.2. Add a hierarchy for grouping
Go to the Explore window, locate your AdventureWorks cube and expand it. Drag the Product level under the Product hierarchy and drop it onto the Grouping hierarchy region (Drag a column or hierarchy here...).
This will cause the controls in the Group Body region to be repeated once for each product. The controls will be added to the region later.
4.3. Display the Product Name
Elements in the Group Body region are repeated once for every product.
From your AdventureWorks cube, drag the Product level under the Product hierarchy to the Group Body region to create a data label.
A corresponding element is created in the Group Header region. Since the Product hierarchy is also used for the grouping, the created element is a Header data visualization (in all other case, this would be a label).
Switch to View mode to see the scorecard with product names displayed along the rows.
4.4. Display the Sales by Date
In the Explore window, expand the Measures for your AdventureWorks cube, and then drag the Internet Sales Amount measure to the Group Body region. The corresponding data label and header label are created automatically.
Right-click the data label and open its Data Analysis Panel. Drag the Date.Calendar hierarchy from the AdventureWorks cube to the ROWS field of the Data Analysis Panel.
Right click on the data label again and Re-Visualize it as a Line Chart.
Since there is not much real estate for the line chart, hide its axes by going to the Properties window. Click Bottom Axis 1 and uncheck the Visible property. Do the same for Left Axis 1.
This is basically a sparkline but there's an easier way to set this up. Go to the toolbar and click Data Visualization. Under the RECOMMENDED heading, click Sparkline which will add a pre-configured line chart. Then drag your measure and hierarchy onto this chart as before. This method saves you from having to adjust the properties of the line chart to hide axes, etc.
Besides Sparkline, there are other convenient options such as Data Bar and Bullet Graph, which are pre-sets of other familiar data visualizations.
4.5. Display the Order Count
In the Explore window, expand the Measures for your AdventureWorks cube, and then drag the Order Count measure to the Group Body region. The corresponding data label and header label are created automatically.
4.6. Display the Sales by Territory
For the last measure, drag the Internet Sales Amount measure to the Group Body region. The corresponding data label and header label are created automatically. Right click the data label and Re-Visualize as a Bar Chart.
Right click the chart and open its Data Analysis Panel. Drag the Sales Territory Group level from the AdventureWorks cube to the ROWS field of the Data Analysis Panel.
Next, go to the Properties window for the bar chart. Hide the bottom and left axis to remove the axes from the chart and gain some space. Then invert the axes so that the bars are horizontal.
4.7. Adjust the Group Header controls
Elements in the Group Header region appear only once, they are not repeated.
Set the background color of this region by clicking an empty spot inside it. Open the Properties panel and change the background color to Gainsboro.
Next, change the text of the column headings to match the scorecard layout shown earlier.
4.8. Add a line separator
To add a separator between each row (product) of the scorecard, click inside the body region and go to Properties. Under the Look properties, click the plus sign to add a Separator Line. Click the line (1px Black) to set its appearance and change the Stroke Width to 2 pixels (2px).
4.9. View the final scorecard
Switch to View mode to see the completed scorecard.
5. Using the scorecard in a dashboard
While editing a dashboard, drag the scorecard from the Explore window to your canvas. Then reposition and resize the scorecard like you would with any other data visualization control.