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The Scorecard Component

The Scorecard component (Balanced Scorecard) displays the list of selected Perspectives and their Objectives with their value, trend, and status for the measurement period.

ClosedTo access:

You can view the report in the relevant page in the Dashboard.

To configure the component, where possible, click the Configure Component button in the component to display the component filter, or click here in Click Here to configure in the center of the component.

  • All the time periods used in the component are periods of the fiscal year (For example, the end of the fiscal year depends on the fiscal year you have set at the system level).

  • Permissions. In the Dashboard components and in their configuration dialog boxes, you can only see the Scorecards, Perspectives, Objectives, KPIs, or KPI Breakdowns for which you have permission. If you do not have permission, you do not see that element. If you do not have permission to see all the elements in a component, the error message Data is not displayed because it does not exist or you do not have the correct viewing permissions. Contact your administrator is displayed.

Main task: Dashboard Display

ClosedAdd a Component to a Dashboard Page

To add a component to a page that is already formatted:

  1. In the Dashboard, select the relevant page (click the Page Gallery button if the page you want does not already appear in the Dashboard).
  2. Click the Components button.

  3. In the Component Gallery page that opens, click or double-click the component to place it in the layout area, or select the component and drag it to an area on the page.

    Note that double-click only works if you open the Component Gallery from the layout itself and not from the toolbar.

    • If the target area is hidden by the Component Gallery dialog box, click the Component Gallery dialog box title bar and drag it to another location on your screen.
    • If you are dragging a new component to a target area that already has a component defined, drag the new component to the title bar of the target area, and not to the part of the component that is colored white.

  4. Close the Component Gallery page. For user interface details, see Component Gallery and Component Categories.

  5. In the component, click the Configure Component button or click here in Click Here to configure in the center of the component.

  6. In the component Filter dialog box that opens, select the information you want to display and click OK.

    The component displays the required information.

For more information, see Page Layout and Components.

ClosedScorecard Component

ClosedComponent Toolbar

Note The component toolbar description is common to all components. Some of the elements might be disabled in some of the components.

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

UI Element

Description

Component Menu. Opens a menu where you can select:

  • Preferences. Depending on the component you are current configuring, opens the <component_name> Preferences dialog box where you can change the name of the component in the page by changing the name in the Name field and clicking OK.
  • Wiring. Depending on the component you are currently configuring, opens the Wiring dialog box where you can wire the current component to other components. For details, see Wiring Between Components.

  • Refresh. Refreshes the display. The button is disabled in the Page Filter component.

  • Open in a New Window. Opens the component in a new window.

Configure Component. Opens the Configure Component dialog box for the relevant component. For details, see the relevant section below.

Note  

  • The button is disabled in the Breakdown View component, as the component is filtered by the relevant automatically wired components on the same Dashboard page. When you select an item in one of these wired KPI View, Historical View, or Rolodex components, the Breakdown View component displays the values of the KPI Breakdown for the selected KPI.
  • The button is disabled in the Forecast component, as the component is filtered by the relevant automatically wired components on the same Dashboard page. When you select an item in one of these wired Historical View, the Forecast component displays the forecast data for the selected KPI.

Note You can also click here in Click Here to configure it in the center of the component

Opens the online documentation page relevant to the component you are currently configuring.

Collapse component. Collapses the component.

To expand the collapsed component, click the button on the collapsed component.
Drag the Resize handle to enlarge or reduce horizontally the area occupied by the component.
Remove Component. Removes the component from the page.

Closed<Component Contents>

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

UI Element

Description
<Component contents>

The following information is displayed, from left to right:

  • The name of the Scorecard. Double-click the name to open the EXPLORER tab filtered for the selected element.

  • The timestamp of the Scorecard. It displays the period you selected in the Time Period box in the Scorecard - Configure Component Dialog Box.

Click the button in the top right corner of the Scorecard and select the relevant status:

to display all the Objectives with any Status.

to display only the Objectives with an Error Status.

to display only the Objectives with a Warning status.

The default selection is configured in the Default filter state field in the Scorecard - Component Filter dialog box. For details, see The Scorecard Component.
<Tooltip> Move the mouse over the name of an Objective in the list to display a tooltip that include detailed information about the KPI. For details, see First Level Navigation (FLN) for an Objective, a KPI, or a Metric.

ClosedScorecard - Configure Component Dialog Box

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

UI Element

Description

Scorecard

Select the Scorecard you want to display in the component.

The list of Scorecards that is displayed corresponds to the Scorecards that are permitted for your user. For details about permissions, see User Management

The list of the Scorecard's Perspectives, Objectives, and KPIs are displayed in the Order of Perspectives, Order of Objectives, and Order of KPIs areas.
Cascading scorecard

If the selected Scorecard has Cascading Scorecards, you can select a Cascading Scorecard in the Cascading Scorecard list that is permitted for your user. For details about permissions, see Users and Roles - User Management

The Perspectives, Objectives, and KPIs of the selected Cascading Scorecard are then listed in the lower part of the dialog box, and you can select their orders as described below.
Order of perspectives

Select a Perspective and use at the bottom of the area to order the Perspectives as you want to display them in the Scorecard component in the Dashboard page.

If needed, once you have selected the order of Perspectives, click each Perspective and order its Objectives in the Order of Objectives area.
Order of objectives

Select how to display the Objectives in the Scorecard component in the Dashboard page.

Status Order. Select to sort the Objectives by status. This is the default. Click to select the ascending or descending order.

Alphabetical Order. Select to sort the Objectives in alphabetical order. Click to select the ascending or descending order.

Manual Order. Select to sort the Objectives manually. Use at the bottom of the area to order the Objectives as you want to display them in the Scorecard component in the Dashboard.

Apply this order to all perspectives. If needed, select this option to apply the order you selected for the set of Objectives of the Perspective currently selected, to all the Objectives of all the Perspectives of the Scorecard.

If needed, once you have selected the order of Objectives, click each Objective and order its KPIs in the Order of KPIs area.
Order of KPIs

Select how to display the KPIs in the KPI View components wired to the Scorecard component in the Dashboard page.

Status Order. Select to sort the KPIs by status. This is the default. Click to select the ascending or descending order.

Alphabetical Order. Select to sort the KPIs in alphabetical order. Click to select the ascending or descending order.

Manual Order. Select to sort the KPIs manually. Use at the bottom of the area to order the KPIs as you want to display them in the components wired to the Scorecard component in the Dashboard page.

Apply this order to all Objectives. If needed, select this option to apply the order you selected for the set of KPIs currently displayed to all the KPIs of all the Objectives of the Scorecard. This sorting includes the KPIs of child Objectives of the Objectives of the Scorecard.

Default filter state

Select the icon that is automatically selected in the Scorecard display:

  • All
  • Critical and Warning
  • Critical

Time period

Select the time period to be displayed in the component:

  • Current. In the Dashboard, the component displays the selected Scorecard, its Perspectives, and under the Perspectives, the Objectives, their values, trends, and statuses corresponding to the current period.

  • Last Closed. In the Dashboard, the component displays the selected Scorecard, its Perspectives, and under the Perspectives, the Objectives, their values, trends, and statuses corresponding to their last closed periods.

  • Yearly. When you select Yearly an additional field opens. The additional  field displays the list of past years that have completed (not the current year) and during which the Objectives have been calculated.

    In the Dashboard, the component displays the selected Scorecard, its Perspectives, and under the Perspectives, the Objectives, their values, trends, and statuses corresponding to the end of the period you selected in the additional field.

  • Quarterly. When you select Quarterly an additional field opens. The additional  field displays the list of past quarters that have completed (not the current quarter) and during which the Objectives have been calculated.

    In the Dashboard, the component displays the selected Scorecard, its Perspectives, and under the Perspectives, the Objectives, their values, trends, and statuses corresponding to the end of the period you selected in the additional field.

  • Monthly. When you select Monthly an additional field opens. The additional  field displays the list of past months that have completed (not the current month) and during which the Objectives have been calculated.

    In the Dashboard, the component displays the selected Scorecard, its Perspectives, and under the Perspectives, the Objectives, their values, trends, and statuses corresponding to the end of the period you selected in the additional field.

  • Weekly. When you select Weekly an additional field opens. The additional  field displays the list of past weeks that have completed (not the current week) and during which the Objectives have been calculated.

    In the Dashboard, the component displays the selected Scorecard, its Perspectives, and under the Perspectives, the Objectives with calculations that have completed during the period you selected in the additional field.

  • Daily.When you select Daily an additional field opens. The additional  field displays the list of past days that have completed (not the current day) and during which the Objectives have been calculated.

    In the Dashboard, the component displays the selected Scorecard, its Perspectives, and under the Perspectives, the Objectives with calculations that have completed during the period you selected in the additional field.

Note  

  • If you select the Current Time Period, each Objective displays the results of its current period.
  • If you select the Last Closed Time Period, each Objective displays the results corresponding to its last closed period.

  • If you select a specific period in the Scorecard component configuration in the Dashboard and the Objectives in the Scorecard have different periodicities, then only the highest Periodicity is listed and available for selection.

  • If in the Dashboard Scorecard component, the Scorecard has Objectives with different time periods, the Scorecard filter displays only the longest time period between the Scorecard Objectives in its Time Period list. For example: if the configured Scorecard includes Objective-1 with a monthly periodicity and Objective-2 with a weekly periodicity then all Time Periods less than monthly will be not accessible in the configuration window. Time Periods larger than monthly might be available depending on the calculations that were performed on the relevant context.

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