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Create a Scorecard

Explains how to create a scorecard using Discovery and introduces advanced chart building techniques.

A scorecard is a chart that helps to answer "how are we doing?" You can add a scorecard to an executive summary to present business performance in a concise visualization.

The following is an example of a financial scorecard for quarterly financial reviews. This article explains how to create this scorecard.

Example Scorecard Showing Financial Metric

You will learn how to create three sections with columns that will visualize plan-to-actuals for the current quarter, to-date actuals for the year, and forecast for the next year. This example uses the default version Working Budget and following accounts:

  • Revenue (General Ledger account)
  • Net Income (General Ledger account)
  • Gross Margin % (Metric account)

See Scorecard Settings for description of appearance, data, and time settings.

Your versions and data sources may be different than the ones illustrated in this example.

Layout of a Scorecard and Starter Columns

A scorecard is composed of rows and columns in sections, where:

1 A row represents an account.

2 A column represents a slice of data based on data type, time alignment, version, and data range.

3  A section groups like sets of data, such as quarterly results, to-date yearly actuals, and forecasts of future results.

4 Each column and section in the scorecard are settings in the Appearance Settings tab.

Layout of the Scorecard Showing Rows, Columns, and Sections

You create a scorecard by adding accounts to the chart. A default section and a set of starter columns are added to the chart. These starter columns represent common scorecard settings. Starter columns include:

Chart Starter Column Header Appearance Settings for Starter Columns Starter Column Defaults
[Period] Actuals Value - Actuals Shows actuals data as a numeric value for period set in the Time Settings.
[Period] [default version] Value - From Version Selector Shows data from the default version as a numeric value for the period set in the Time Settings. The column title will vary based on your default version.
[Period] Variance Variance - Actuals Shows the difference between actuals (comparison version) and the default (reference version)  as a numeric value for the period set in the Time Settings.
[Period] Micro Chart Micro Chart - From Version Shows data from the default version as a micro line chart for the default year set in the Time Settings.

Add a Scorecard to a Dashboard

These steps explain how to configure a scorecard using options from Appearance Settings and Time Settings. No changes to Data Settings are required for this example. The scorecard will look like the following after doing these steps:

Scorecard After Adding Accounts

  1. Create or navigate to the perspective and dashboard for the new chart.
  2. Click Edit Icon on the toolbar to edit the dashboard.
  3. On the left panel, click   to choose a chart. Drag and drop  to add the scorecard to the chart editor.
  4. Click Account Tab to choose accounts. Drag and drop the following accounts to the scorecard: 
    • From General Ledger accounts: Revenue and Net Income
    • From Metric accounts: Gross Margin %

Set up Time on the Chart

Time Setting Changes to Quarter Period

  1. Click Time Settings Tab in the right panel to open the Time Settings tab.
  2. Change Stratum to Quarter.

  3. Change Period to Q4-FY16.

Rename a Scorecard Chart

Appearance Setting to Rename the Chart

  1. In the right panel, click Appearance Settings Tab to edit Appearance settings.
  2. Expand the General section and enter a new name. Rename to Financial Metrics

Edit the Default Section and Starter Columns

You will edit the default section and columns to represent data for the current quarter: actuals, plan, and variance. The scorecard will look like the following after doing these steps:

Scorecard after Setting Up the Quarterly Snapshot Section

  1. click Appearance Settings Tab in the right panel. Expand 1 Sections and expand 2 Section to show the starter columns:

Appearance Settings with Section Options Expanded

  1. Rename the section to Quarterly Snapshot.

Starter Columns

  1. Review column settings. You will keep the defaults on each column and remove the Micro Chart column from this section. Expand each column to display the settings:

a Value - Actuals. Keep the defaults.

b Value - From version selection. Keep the defaults. 

c Variance - Actuals. Keep the defaults. 

d Micro Chart - From version selection. Click x next to the column setting to remove from the column from section and click OK to confirm. In the next step, you'll add a micro chart to a new section. You cannot move a column to another section.

  1. Reorder the appearance of columns in the chart. Drag the first column a Value - Actuals and drop after the column b Value - From version selection.

The Quarterly Snapshot section now shows Q4 results by budget, actuals, and variance for each account in the scorecard.

Add a Section for Year-to-date Actuals

You will add section and change the default to show year-to-date actuals. The scorecard will look like the following after doing these steps:

Scorecard After Adding a Section and Column for Year-to-date Data

  1. Add a new section after Quarterly Snapshot section. Click the Plus Sign in the Section to add a section.

Click the Plus Sign next to Section

The new section appears after any existing sections. You can reorder sections by drag and drop.

  1. Expand the new section and rename to To-Date Actuals. The column Value - From version selection column comes with the new section.

New Section with Default Column

  1. Expand the column Value - From version selection to change the following settings:

    • Version to Actuals
    • Period to Year
    • Data Range to To Date
    • Keep all other defaults

The column header in the chart changes to 2016 Actuals.

Add a Micro Chart Column

You will add  micro chart column to the To-date Actuals sections. The scorecard will look like the following after doing these steps:

Scorecard with To-date Micro Chart

  1. Add a column to the To-Date Actuals section. Expand the To-Date Actuals section, click the Plus sign at the bottom of the section. 

Plus Sign for Adding a Column to a Section

The new column appears after any existing columns. You can reorder columns within a section by drag and drop. 

  1. Expand the column Value - From version selection. Change the following settings to create a micro chart that shows to-date actuals by month.
  • Type to Micro Chart
  • Version to Actuals
  • Period to Year
  • Date Range to To Date
  • Breakdown Period Level to Month
  • Keep all other defaults

The column header changes to Jan - Dec 2016 PTD Micro Chart.

Create a Section to Show a Forecast

You will add section that represents a forecast. The scorecard will look like the following after doing these steps:

  1. Create a new section and rename to Forecast.
  2. Expand the column, Value - From version selection from the new section. Change the following settings to show expected metrics in 2017 based on the forecast:
    • Version to Forecast
    • Time Alignment to Next
    • Period to Year
    • Offset Period to 1 (sets the relative period to 1 year in the future based on the current period)
    • Keep all other defaults

The column header changes to 2017 Foreca.

This completes this example.

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