Cascading Scorecards

In large organizations, the role of the CIO is often extended across divisions or branches of the company with some centralized IT functions and some functions distributed among the departments.

Functional Distribution of IT

A company with many large divisions may have a single “Office of the CIO” at the corporate level coupled with “Divisional CIOs” having dual reporting responsibilities to the Business Unit GM and the Corporate CIO.

Organizational Distribution of IT

The CIO can measure his direct reports (Head of infrastructure and operations).

Decentralized Distribution of IT.

A common model in US Financial Service and Media is decentralized IT function with Infrastructure/Operations shared services, sometimes with no Enterprise-level CIO.

Changes in the STUDIO have impacts on the display in Dashboard and EXPLORER. For details, see Synchronization of Changes in the Studio with Display in the Dashboard and the EXPLORER tab.

In this section, you will learn how to create Cascading Scorecards. Cascading Scorecards enable the user to view both a Scorecard and a Cascading Scorecard in a single Scorecard component in a Dashboard page.

To configure the Cascading Scorecards of a specific Scorecard, you must have more than one activated Scorecards in the Active KPIs pane.

To provide the executive with the capability of drilling down to a subordinate's Scorecard, both Scorecards have to be defined in the Studio and have to be active Scorecards.

1. Click the Studio button (top right corner) to open the Studio.

2. In the Active KPIs pane, select the parent Scorecard from which the executive can drill down.(the Scorecard for which you want to create Cascading Scorecards).

3. Click the Manage Cascading Scorecard link and double-click or use the arrow buttons to move the Scorecard you want to cascade to from the Available Scorecards pane to the Assigned Scorecards pane.

   Note that you can select multiple Scorecards.

4. Click OK and then click Save to save the configuration.

Now, the executive will be able to move from the main Scorecard to its Cascading Scorecards and to view their data with a single click.

To remove a Cascading Scorecard so it is not assigned to the parent Scorecard:

1. In the Active KPIs pane, select the parent Scorecard.
2. In the corresponding Configuration Details pane, in the Manage Cascading Scorecards area, click the Remove button of the relevant Cascading Scorecard.

   The Cascading Scorecard is immediately removed from the list in the Manage Cascading Scorecards area.

3. The Save and Discard buttons are enabled. To save the changes click Save.

   Note  You can also click the Manage Cascading Scorecards link, and in the Manage Cascading Scorecards dialog box that opens, move the relevant Scorecards from the Assigned Scorecards to the Available Scorecards areas and click OK. The Manage Cascading Scorecards dialog box closes. The cascading Scorecard is immediately removed from the list in the Manage Cascading Scorecards area. The Save and Discard buttons are enabled. To save the changes click Save.

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

UI Element	Description
Available Scorecards	Lists the Scorecards available to be assigned as Cascading Scorecards of the parent Scorecard.
Assigned Scorecards	Lists the Scorecards that you have selected to become the Cascading Scorecards of the parent Scorecard.
	Select the relevant Scorecard and move it to the relevant field using the buttons.
OK	Click to assign the selected Scorecards. The list of Scorecards in the Cascading Scorecards area is immediately updated. The Save and Discard buttons becomes enabled. To save the changes you must click Save in the Configuration details tab.