Building a scorecard

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1. Overview

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.

Data connector for AdventureWorks OLAP cube
Data connector for AdventureWorks OLAP cube

3. Designing the scorecard

3.1. Create a new scorecard

Go to the main menu, click New, and then click Scorecard.

Create a new scorecard from main menu
Create a new scorecard from main menu

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.

Change the scorecard width
Change the scorecard width

Tip
You can also use the resize icon at the bottom right corner of the scorecard.

Here's what the initial scorecard looks like in the Scorecard Designer:

Initial scorecard in the designer
Initial scorecard in the 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.

Add a column for grouping
Add a column for grouping

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.

Note
When the data label and header elements are added, their position is linked, which means moving the header control will also move the body control.

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.

Create a separate metric set for the data label
Create a separate metric set for the data label

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.

Use a Sparkline to show Sales by Date
Use a Sparkline to show Sales by Date

Note
A Sparkline is a line chart that was pre-configured to occupy a minimal amount of real-estate (for example, by hiding the axes on the chart). Besides Sparkline, there are other convenient options such as Horizontal Plot, Data Bar, and Bullet Graph, which are pre-sets of other familiar data visualizations.

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.

Use a data label to show the Order Count
Use a data label to show the Order Count

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.

Internet Sales Amount by Sales Territory Group data bar
Internet Sales Amount by Sales Territory Group data bar

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.

Open the data label settings
Open the 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.

Internet Sales Amount by Sales Territory Group data bar labels
Internet Sales Amount by Sales Territory Group data bar 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.

Adjust the labels on the Group Header
Adjust the labels on the Group Header

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.

Add a header axis
Add a header axis

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).

Add a line separator between products
Add a line separator between products

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.

The completed scorecard
The completed scorecard

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.

Embedding a scorecard view on an existing dashboard
Embedding a scorecard view on an existing dashboard

Tip
You can also drag separate elements from the scorecard, such as metric set or data visualizations.

5. 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