Use a dashboard in a scorecard

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1. Overview

This walkthrough shows you how to use an existing dashboard in your report or scorecard.

Reports and scorecards in Dundas BI provide the ability to create multiple exports of the same dashboard, each for a different value of a hierarchy.

2. Prepare the dashboard

The following example will rely on My First Dashboard from the Getting Started project in Dundas BI.

If you do not have the Getting Started project, an administrator can add it to your instance using the Dundas BI Deployment Application. Go to the Samples tab, click Add samples to an instance, select Getting Started with Dundas BI, and follow the instructions.

Add the Getting Started with Dundas BI project
Add the Getting Started with Dundas BI project

Open your Dundas BI instance and switch to the Getting Started with Dundas BI project.

Switch to the Getting Started with Dundas BI project
Switch to the Getting Started with Dundas BI project

My First Dashboard is pre-made inside the project.

My First Dashboard
My First Dashboard

3. Create the scorecard

From the left navigation bar, click New and select Scorecard to create a new scorecard.

In the Explore panel, locate the Product Sales data cube and drag the Product dimension onto the repeater drop area.

Drop the repeater dimension
Drop the repeater dimension

Locate My first dashboard and drag it onto the body drop area.

Drop the dashboard
Drop the dashboard

With the dashboard selected, open the Properties panel.

Click Repeater Mappings.

Click Repeater Mappings
Click Repeater Mappings

In the Set Up Parameter Mappings dialog, click Add new mapping.

Select Product (Level Value) from the Repeater Group and Product from My First Dashboard.

Set up the parameter mappings
Set up the parameter mappings

Click Submit.

Switch to View mode to preview the scorecard.

Preview the scorecard
Preview the scorecard

Important
When the mapped hierarchy has a large volume of members, exporting the report or scorecard will put a strain on the server and may affect performance.

4. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri