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Proper Scorecarding

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Khalid Salama on 07 Jan 2015 07:26:35

Allow to define a structure (weights and hierarchy) of a scorecard based on the measures/KPIs in the data sources being queried, and visualize the scorecard on the dashboard

Administrator on 24 Jan 2015 06:09:05

Good suggestion! Is anyone else trying to create a weighted/balanced scorecard? Please add your votes!

Comments (30)
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333116d9 d484-4553-977d-088e8055f601 on 05 Jul 2020 23:22:28

RE: Proper Scorecarding

I would welcome such a feature as working with a large set of measures with targets and multiple comparisons is not straightforward, especially once you start looking at different comparison values for monthly/annual data. I'd suggest that we'd need a way to bring numerator/denominator data into this - create a formula similar to the current quick measures and units - so we've a mix of percentages and other units such as calendar days/working days as our measures in local government are a right mix. Would also help if it ensures that we calculate the measure correctly into months/qtr/yrs/ytd depending on the filter used - which is possible but a little bit fiddly to currently implement. A Scorecard would also need to bring in data seamlessly from different datasets.

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a177333f 53d8-4088-8c88-705bc7054741 on 05 Jul 2020 23:10:40

RE: Proper Scorecarding

Have a look at Datazen KPI Groups and Sub-KPIs (unfortunately this functionality is missing in SSRS mobile reports). It allowed you to group KPIs together and, more important, to build a hierarchy by defining one or more sub-KPIs to a KPI. Each KPI and each Sub-KPI has an individual calculation and visualization. Check out page 56 (Managing KPIs) of the Datazen documentation: https://ricardolacerda.files.wordpress.com/2015/06/datazen-end-user-documentation.pdf

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75c52e57 bee3-471e-98c4-eaeca2cd6325 on 05 Jul 2020 23:02:21

RE: Proper Scorecarding

We are implementing balanced Scorecard (Kaplan & Norton), and want to put this in Power BI so people do not have to go somewhere else to get the balanced scorecard progress. Having the ability to put this into Power BI would be a great help.

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1afb5152 6d67-40fd-8ef9-451a25719d09 on 05 Jul 2020 22:49:09

RE: Proper Scorecarding

I think there are a few other ideas suggesting various scorecard functionality. In particular I'm looking for this: A repeating container for visuals would unlock some amazing opportunities to extend visuals. In Tableau, I can create a scorecard by adding a bar, sparkline and KPI indicator to a repeating table. I can also do this in SSRS by placing visual report items in a table or matrix but I can't do this in Power BI.

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43576920 624d-4f26-b863-6a951134962c on 05 Jul 2020 22:46:14

RE: Proper Scorecarding

Would love to have a template/sample for an IT Balanced Scorecard on PBI with an Azure SQL DB as the source.

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2f2f8572 ede1-47ff-87f6-332206b406ef on 05 Jul 2020 22:46:03

RE: Proper Scorecarding

Our Organization is looking for an option to Migrate Balance Scorecards to Power BI.

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d6a55ae6 2ec6-44f0-b5ad-79d438aa9fe8 on 05 Jul 2020 22:44:10

RE: Proper Scorecarding

I too would like to see a scorecard dashboard!

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32a7c25d a68b-456c-99ef-68b74dca071a on 05 Jul 2020 22:43:08

RE: Proper Scorecarding

We are replacing performancepoint/powerview scorecard/dashboards with powerbi. Please implement a scorecard type dashboard for us to actually be able to phase out performancepoint.

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2503d98d d328-48ad-926a-f652ad47f41b on 05 Jul 2020 22:42:47

RE: Proper Scorecarding

It's more than appreciated, the balanced Scorecard AS PPS is really needed :)
Thank you in advance Microsoft !

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3ef1494b 3c9b-4aa2-847d-8136262de58f on 05 Jul 2020 22:41:02

RE: Proper Scorecarding

If PPS is going away, we need a solution (SSRS or PowerBI) to take over from those features like Analytical Reports/Dashboards. PowerBI should be the place for all KPI dashboarding.