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    10월 28일

    Creating a Tree View in Business Scorecard Manager

    If you want to build a tree view like in the image below there are a number of options:
     
    Option 1) SharePoint
    Create a hierarchical "Links" webpart in SharePoint and use it to navigate from page to page.
    Pros: Easy, quick and easy to maintain (webpart re-used in all pages)
    Cons: If you have test and production environments, it can be tricky to migrate changes
     
    Option 2) Simple Scorecard View
    Create a scorecard view without actuals or targets (that looks like a Tree View) and use report views of type "Scorecard" to bring up scorecards associated with the tree view.
    Pros: Easy to migrate, enables you to switch between different views
    Cons: If you exceed 100+ scorecards this can be difficult to manage
     
    The image below shows option 2. Example can be downloaded here
     
    Option 3) Scorecard View with Dimensionality
    Create a scorecard view without actuals or targets (that looks like a Tree View) and use report views of type "Webpage" and write a simple page to render an appropriate scorecard given the context of the selection
    Pros: Enables a tree view to be dynamic
    Cons: Requires some development investment 
     
    Option 4) Integrate with existing tree control
    Let's say you have a custom .Net control that shows a hierarchy and you want to show the scorecards of individual folks when you click on their name in the hierarchy. The BSM Scorecard View webpart supports the ability to receive parameters from other webparts (See documenation here: http://office.microsoft.com/en-us/FX012225041033.aspx), it also supports the ability to display different row headers based on parameter input (see "Store Sales (Advanced) -> Top 3" example which is installed with the product, as you change your page filter selection you get different scorecards displayed. This capability can be generalized).
    Pros: Leverage exisitng investment to create dynamic scorecards
    Cons: Requires some development investment to extend existing .Net control
     

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    2월 24일
    알 수 없음님의 사진
    3월 22일
    PeggyWang님이 남긴 글:
    Hi Ian,
     
    Thanks for your answer, but when I configed a custom report view to BSM builder, there is a error, "Could not load the report extensions for the type 'SampleCustomReportView'".
     
    This is a sample report view from MS white paper, I did the report view as the white paper.
     
    My PmBuilder.exe.config file as following
    <configuration>
     <configSections>
      <sectionGroup name="Bpm">
       <section name="CustomReportViews" type="System.Configuration.DictionarySectionHandler, System, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089"/>
      </sectionGroup>
     </configSections>
     <Bpm>
      <CustomReportViews>
       <add key="SampleCustomReportView" value="CustomReportViewSample.SampleCustomReportViewWinControl, CustomReportViewSample, Version=1.0.0.0, Culture=neutral, PublicKeyToken=cbbf5ca661ab6226" />
      </CustomReportViews>
     </Bpm>
    </configuration>
     
    Is there anything wrong, I'm really confused, and I search the solution from internet, but no gain, could you help me?
     
    Sorry to trouble you again!
    1월 8일
    TienIan님이 남긴 글:
    Hi Orchis,

    Yes, there is an interface for connecting to BSM webparts, please see the configuration section at http://cpminsider.com for links to whitepapers on how to use the webparts, also see http://bsmaddons.com for webparts from partners that already do this,

    Best,

    Ian
    1월 8일
    PeggyWang님이 남긴 글:

    Hi Ian

    May I ask you a question, does scorecard view have a provider interface for customized webpart, just like connection with report view webpart. For example, I want show KPI detail information in customized webpart when you click a KPI in scorecard view, how should I connect scorecard view and customized webpart, thanks a lot!

    1월 7일
    알 수 없음님의 사진
    Johan 님이 남긴 글:
    Hi Ian,
     
    I am looking at this example, and it seems to me that it's not very dynamic, in the sense that you entered the geographic information as objectives. Is there a way to build this dynamic ? The reason behind this question is that I want to dynamically update a report view, based on the row member I select. Example: My tree view contains employees, I want to be able to select 1 employee and see my report views updated with this filter.
     
    Regards, Johan
     
    PS Will you be around at the EMEA teched in Barcelona this year ?
    9월 6일
    알 수 없음님의 사진
    Phillippa 님이 남긴 글:
    Thanks Ian - that was very helpful!! Saved me a lot of time!
    7월 13일

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