Use filter mode to sort or filter the rows that are displayed in the scorecard according to a variety of criteria. This enables you to select the type of information and the level of detail that are most relevant for evaluating specific aspects of performance against goals or strategies. For example, you might want to use filter mode to display data only for the grocery stores with the highest annual sales.
View mode will always display all the key performance indicators (KPIs) and objectives in the scorecard. If you switch back and forth between view mode and filter mode, however, you will lose the filter settings and have to reapply them every time.
To switch between filter mode and view mode
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On the Scorecard toolbar, click Filter Mode to switch to filter mode, or click View Mode to switch to view mode.
To filter a scorecard view in filter mode
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On the Scorecard toolbar, click Filter Mode.
A drop-down list appears under each column heading that provides a variety of options for sorting the data in the scorecard.
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In the drop-down list under each column heading, you can do any one of the following:
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Click Sort Ascending to sort the scorecard rows from lowest to highest values.
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Click Sort Descending to sort the scorecard rows from highest to lowest values.
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Click (All) to show all scorecard rows. Use this option to undo the (Top 10) and (Custom) options.
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Click (Top 10) to show the scorecard rows with the highest or lowest values. In the Numerical Ranking - Web Page dialog box, select either Top or Bottom, and then in the text box, type the number of rows that you want to display. Choose Items to display a fixed number of rows, or click Percentage to display a specified percentage of rows.
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Click (Custom) to show a customized collection of rows with values that meet specific criteria. In the Custom Filter - Web Page dialog box, select one or more operators in the drop-down lists. In the text boxes, type one or more numeric values. For example, you can select "is greater than" for the operator, and then enter a numeric value of 1000 if you want to show only grocery stores with sales over $1,000.
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Click Sort Ascending to sort the scorecard rows from lowest to highest values.
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Click OK.
To reset the reports and scorecards in the dashboard to the default view
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You can reset all the reports and scorecards on the page at the same time by clicking the Refresh button in the browser window.
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You can reset an individual report or scorecard by first opening the Web Part menu (located in the upper corner of the individual item) and then selecting Reset View.