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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday company.

Create a Scorecard

A scorecard helps to answer "how are we doing?" You can add a scorecard to a dashboard to present business performance in a concise visualization.

In this walkthrough, you will create a production scorecard by changing the default scored template:

Example Scorecard Showing Financial Metric

Before You Begin

Learn more about the scorecard template and default settings.

You need:

  • Required Permission: Access Discovery.
  • Edit access to a private or shared perspective

This example uses the Working Budget as the default version and the following accounts and dimensions:

  • Columns: Revenue Cube account
  • Rows: Location dimension broken down by Group dimension

You will learn how to create three sections with columns that visualize plan-to-actuals for the current period, year-to-date, and a forecast. This  walkthrough uses the default version Working Budget, Actuals, and Forecast and the following custom account, operational metrics:

  • Availability 
  • Downtime
  • Overall Equipment Effectiveness

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.

How You Get There

Navigation Icon5.png From the nav menu, click Discovery to display the perspective overview.

Navigate to the perspective and dashboard click Edit to create a chart.

Create a Scorecard

These steps explain how to create a scorecard and add an account to the chart.  After completing these steps, the scorecard will look like:

Scorecard After Adding an Account

  1. Create or navigate to the perspective and dashboard for the new chart and click Edit Icon on the toolbar to edit the dashboard.
  2. On the left panel, click Chart Tab to choose a chart. Drag and drop Crosstab Chart Icon to add the scorecard to the chart editor.
  3. Click Account Tab to choose accounts. Drag and drop the Custom > Operational Metrics > Availability account to the scorecard.
  4. In the right panel, click Appearance Settings Tab to edit Appearance settings.
  5. Expand the General section and change the name to Production Scorecard.

Change the Scorecard Sections 

In this step, you reorganize the scorecard:

  • Remove the micro chart column from the month section.
  • Delete the quarter section.
  • Change the data range of the Year section.
  • Add a section for forecast.

After completing these steps, the scorecard will look like:

Scorecard after Setting Up the Quarterly Snapshot Section

Remove a Column from a Section

  1. Click the Appearance Settings tab Appearance Settings Tab, expand Sections, and expand the Month section. 
  2. Click the X next to the Micro Chart column to delete it:

Appearance Settings with Section Options Expanded

A confirmation displays

  1. Click Ok to confirm. The column is removed from the section.

Remove a Section

  1. Click X next to the Quarter section:

Delete Quarter Section

A confirmation displays.

  1. Click Ok to confirm. The quarter section is removed from the chart.

Change the Data Range in the Year Section

You will change the Year section to show year-to-date. 

  1. In the right panel, expand the Year section, and rename the section to YTD.
  2. For each column in the Year section, expand and change the Data Range to To Date.

Column settings

The chart displays the YTD section name and the date format for the Actuals and Budget columns changes to 2019 PTD to indicate to-date data.

  1. In the YTD section, change the data range and format of the micro chart:
    1. Time Alignment: Trailing 
    2. Period Count: 12
    3. Period: Month
    4. Chart: Line

Add a Section to Show a Forecast and Finish

You will add a single column section that represents a forecast. As a last optional step, add two more accounts. After completing these steps, the score will look like:

  1. Click the New Section icon to create a new section:

    Plus icon to add new sections
  2. Expand the section and rename to Forecast.
  3. Expand the column, Value. Change the following settings to show the forecast for next year:
    • Version: Forecast
    • Time Alignment: Next
    • Period: Year
    • Offset Count:1 (sets the relative period to 1 year in the future based on the current period)
    • Keep all other defaults

The column header in the chart changes to <YYYY> Fcst.

  1. Optionally add few more data series, such as Downtime and Overall Equipment Efficiency. Two ways to add more data series:
    • From the Data Settings tab, Click the Add icon and select an account.
    • From the Accounts tab in left panel.

You can always add all data series when you first create the scorecard. For your first scorecard, start with one data series to reduce clutter and help you focus designing the chart. Once you get close the final design, add the other data series.

This completes this walkthrough.

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