Building a scorecard
- 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 that 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' and 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. For example, there are no page header or footer regions.
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: Scorecards and Reports
2. Data preparation
For this walkthrough, create a data connector for a SQL Server Analysis Services (SSAS) database such as AdventureWorks.
3. Designing the scorecard
3.1. Create a new scorecard
Go to the main menu, click New, and then click Scorecard.
The Scorecard Designer canvas is displayed.
To change the width of the scorecard, click on the canvas area outside of any scorecard regions, go to the Properties panel, click the Layout tab, and then change the Width property to 700.
Here's what the initial scorecard looks like in the Scorecard Designer:
3.2. Add a hierarchy for grouping
Go to the Explore panel, locate your AdventureWorks cube, and expand it. Drag the Product level under the Product hierarchy and drop it onto the Grouping hierarchy area (Drag a column or hierarchy here...).
This will cause the controls in the Group Body area to be repeated once for each product.
A pair of controls is automatically added to the scorecard. A data label in the body area, which will display the product name, and a header data visualization in the header area.
Switch to View mode to see the scorecard with product names displayed along the rows.
3.3. Display the Sales by Date
In the Explore panel, expand the Measures for your AdventureWorks cube and drag the Internet Sales Amount measure to the group Body area. The corresponding data label and header are created automatically.
The Data Analysis Panel for this data label opened automatically; however, it defaults to use the group metric set. Click Select data separately to create a separate metric set for this control.
Drag the Date.Calendar hierarchy from the AdventureWorks cube to the ROWS field of the Data Analysis Panel.
Right click the data label and Re-Visualize it as a Sparkline.
3.4. Display the Order Count
In the Explore panel, expand the Measures for your AdventureWorks cube and drag the Order Count measure to the group Body area. The corresponding data label and header label are created automatically.
3.5. Display the Sales by Territory
From the toolbar, click Data Visualization and select Data Bar.
Drag the Internet Sales Amount measure overtop the empty data visualization. Notice that Dundas BI automatically added the Product grouping hierarchy, but kept this as a separate metric set.
Drag the Sales Territory Group level from the AdventureWorks cube to the ROWS field.
In the Main Properties for the data bar, click the Internet Sales Amount data point series.
Under the Text tab, add a new Data Point Label and click Data Label Settings.
Set the Text to use the [Sales Territory Group] placeholder.
Set the placement to Inside and the inside alignment to Toward Start.
Resize the control to be able to see the labels.
3.6. Adjust the Group Header area
Elements in the Group Header area appear only once, they are not repeated.
Set the background color of this area 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 and adjust the scorecard layout.
3.7. Add an axis
Since the scale for the data bars has Share with Copies enabled by default, it is convenient to show the axis for this scale in the group header.
From the toolbar, click Data Visualization and select Axis.
Drag the axis visualization to the header area, above the data bar, and resize it to match the visualization.
From the toolbar, click Connect Axis and select dataBar 1: Bottom Axis 1 from the Minimum and Maximum dropdown.
3.8. Add a line separator
To add a separator between each row (product) of the scorecard, select the body area and open 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).
3.9. View the final scorecard
Switch to View mode to see the completed scorecard.
Hover over the Sales by Date header and click the AZ icon to open the Sort and Filter dialog. Sort by Descending order.
4. 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 as you would with any other data visualization control.