Microsoft Office Tutorials and References
In Depth Information
Save the dashboard and workspace.
Ensure the “Include page List for navigation” is selected in the Properties tab and then
Deploy the dashboard to SharePoint.
Try selecting different values for the Date and Sales Territory filters. (See Figure 6-126 .) Both the scorecard
and the map are updated simultaneously.
Figure 6-126. Trying out the strategy map
There are several features of the map to note:
The end user can zoom in and out as desired by right-clicking on the map.
By holding Ctrl and clicking on a shape, users can select that shape. Right-clicking a selected
shape provides the option to view a detailed list of KPI properties.
While it is common to display the scorecard associated with a strategy map on the same page,
it’s not required. The scorecard is still an active part of the dashboard even when it’s not visible
on the current page. Therefore, you could remove the scorecard from this page and the only
effect would be to hide it. The strategy map would still function correctly.
There is an important limitation when using strategy maps that can be handled with a little additional planning.
In our example, if we select a different date range and sales territory, we might see rows on the scorecard that don’t
appear on the map, or we might see rows on the scorecard disappear due to a lack of data. These shapes still appear
on the map, but they don’t show a color. When we connect shapes to the scorecard, that connection is static. We can’t
change that association as needed to fit how the scorecard is filtered. We also can’t add shapes as new rows appear in
the scorecard.
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