PerformancePoint Dashboard Designer Worksheet by linzhengnd


									       PerformancePoint Dashboard Designer Worksheet

The purpose of the Dashboard Designer Worksheet is to gather key information about your
organization. You can then use that information as a roadmap when you build your dashboards. By
gathering pertinent information before you begin, the dashboard implementation process will be
streamlined, and the final product will more closely adhere to your company’s ultimate Business
Intelligence roadmap.
We recommend that you complete the Dashboard Designer Worksheet for all new Dashboard Designer
implementations. If you plan to create multiple dashboards, we recommend that you fill out a worksheet
for each dashboard.

Intended Audience
The Dashboard Designer Worksheet is designed for business decision-makers and those who are
responsible for key business processes.

Guidelines for Completing the Worksheet
Dashboard Designer Help provides the detailed information that is required for completing the
Dashboard Designer Worksheet. Each question in the worksheet cross-references specific sections in
the Help that explain how the item, and your answer, play a role in building your dashboards. The Help
topics also point you tobe filled out by, Dashboard Designer features and functionality.
The worksheet should corresponding or in cooperation with, someone who has experience using
Dashboard Designer.

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Dashboard Designer Worksheet

Dashboard Planning Considerations
List the business goals that you will be monitoring by using the dashboard and the elements that you will include in
the dashboard to monitor these business goals.

List the name of the dashboard that you plan to create and names of the users for the dashboard, their business
roles, and how users will interact with the dashboard. Examples of dashboard interaction include viewing data for
current status or conducting root cause analysis.

Note: To simplify planning for your dashboards, we recommend that you complete one worksheet per dashboard.

Specify the data you will need to populate the dashboard, any data security considerations, and the dashboard
views you will create.

List the dashboard designers who will be responsible for creating and maintaining the dashboard and the
permission level for each dashboard designer.

For each dashboard user, specify any data access filters that you will create, such as defining filters by region or

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Scorecard and Report Planning Considerations
List the number and type of scorecards and reports that you will include in the dashboard. Also, for each dashboard
element, specify whether it will be a flat file or have drill-down capabilities.

List any filters that you will include in your scorecards and reports. Include a brief description, such as whether they
are single-select or multi-select.

KPI Planning Considerations
List the categories of KPIs that you plan to create for your dashboard, the business goals that are associated with
each KPI category, and the KPI category success measures.

Specify KPIs for each KPI category that you listed in your previous response.

For each KPI category identified earlier, specify any Objective KPIs that you will create to summarize and group
your KPIs.

For each KPI that you listed earlier, specify the data that will be needed to for the KPI, how often the data will be
updated, and whether any adjustments to the data will be necessary.

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KPI Planning Considerations (continued)
If you plan to create a data dictionary to publicize information about the data sources for each KPI, specify that
here. Also specify who will be responsible for maintaining the data dictionary. Leave the response area blank if you
do not intend to create a data dictionary.

List the KPIs and KPI owners by scorecard to make sure that you have the correct number of KPIs for each

Specify whether or not your scorecards will publicize KPI owners. Also specify the process that dashboard users
should follow to contact KPI owners.

Note: You can also specify data dictionaries and owners for scorecards and reports. If you choose to use this
functionality, please note the appropriate information in the Scorecard and Report Planning Considerations section

For each KPI listed earlier, specify the KPI targets and KPI thresholds.

Indicator Planning Considerations
For each KPI listed earlier, specify whether you will use a standard or centered indicator and list the indicator
template or the name of the custom indicator that you will use.

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Data Source Planning Considerations
List the data sources that you will use for your dashboard and the dashboard elements that will use each data

For the data sources listed earlier, specify any immediate or future work that will be needed to prepare them for use
in your dashboard.

List any dashboard data requirements that are missing, data that must be moved before using in your dashboards,
and data security concerns.

Final Dashboard Planning Considerations
By business goal, list the users, scorecards and reports, KPIs, indicators, and data sources for your dashboards.

List any supporting documentation that you will create for your dashboard and the person who is responsible for
maintaining the documentation.

If you created a dashboard roadmap that documents future dashboard upgrades and review plans, specify its
location and its owner.

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