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Add a Scorecard to a Dashboard

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

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

Note: Your data sources may be different than the ones illustrated in this example.

Layout of a Scorecard and Starter Selections

After adding accounts, the scorecard on the canvas displays a default set of values and selections. The starter columns include:

  • Value - Actuals
  • Value - From Version Selector
  • Variance - Actuals
  • Micro Chart - From Version Selector

The default layout of the scorecard will look similar to the following, where

1 A row represents an account.

2 A column represents a set of values (based on period, version, etc) for each of the accounts.

3 A section is a container for grouping like sets of data, such as grouping results for quarterly variances, to-date yearly actuals, and forecast for future results.

Layout of the Scorecard Showing Rows, Columns, and Sections

Add a Scorecard

These steps explain how to configure a scorecard using properties from Appearance Settings and Time Settings. No changes to Data Settings are required for this example.

  1. Click the perspective and dashboard for the new chart.
  2. Click the Disc-Edit.png on the toolbar.
  3. On the left panel, click Chart Tab and drag and drop the Scorecard chart icon to the dashboard canvas.
  4. From the left pane, click Account Tab and drag and drop a set of accounts into the chart.
    Example: Drag these accounts to the chart:
    • From GL: Net Income, Revenue, and Product COGS
    • From Financial Metrics: Gross Margin % and EBIT%

Rename a Scorecard Chart

To rename the scorecard chart:

  1. Click Appearance Settings Tab in the right pane.
  2. Expand the General menu.
  3. Enter a new name in the field .
    Example: Rename to Financial Key Metrics

Modify Sections and Columns

To set up and modify sections and columns in the scorecard, click Appearance Settings Tab in the right pane and expand the Sections menu. Each section appears below it. 

 

  1. Drag and drop each section to rearrange the order.
  2. Click the x to delete a section.
  3. Expand each section to rename it and view the columns.
  4. Change the name of the section. You will configure this section to display data only for Q4.

In the example, the columns of the Quarterly Snapshot section are b-e. 


 

Example: Rename to Quarterly Snapshot

  1. Add a new section by clicking the + at the end of the section list.

Note: You can reorder columns by dragging and dropping them within a section but you cannot drag a column outside a section.

Modify Columns

To configure columns:

  1. Expand each section in the Sections menu to configure the columns (b-e in the example). 
  2. Rename and customize the appearance of columns by expanding each column.
    1. Expand the first column (b in the example), Value - Actuals, and change the Period to Quarter and keep all other defaults. Close the settings panel for this column.
      Example: The column header changes to Dec 2016 - Actuals.
    2. Expand the second column, Value - From version selection, and change the Period to Quarter and keep all other defaults. Close the settings panel for this column.
      Example: The column header changes to Dec 2016 Budget.
    3. Expand the column, Variance - Actuals, and change the Period to Quarter and keep all other defaults. Close the settings panel for this column.
      Example: The column header changes to Dec 2016 Variance.
  3. Rearrange the order of the columns by dragging and dropping.
    Example: Drag the first column, Dec 2016 - Actuals and drop after the column, Dec 2016 Budget.

    The Quarterly Snapshot section now shows Q4 results by budget, actuals, and variance for each of the accounts (or metrics) in the scorecard.
     
  4. Delete a column by clicking the x.
    Example: Remove the column, Micro Chart - From version selection from the Quarterly Snapshot section by clicking the X. In the next step, you'll add a micro chart to a new section.

Add New Sections

To add new sections:

  1. Add a new section after Quarterly Snapshot section by clicking the Plus Sign in the section pane at the bottom of the Appearance Settings tab.

Click the Plus Sign next to Section

A new section is added with a default column.

  1. Expand the new section and rename it.
    Example: Rename to To-Date Actuals
  2. Expand the columns to edit.
    Example: Expand Value - From version selection and change:

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

The column header changes to 2016 YTD Actuals.

  1. Close the settings panel for this column.

Add a New Column to a Section

  1. Expand the section and click the Plus sign at the bottom of the list of column tiles. 
    Example: Add a new column to the To-Date Actuals section. 
  2. Expand the new column and configure it. 
    Example: Configure the new column as a micro chart that shows to-date actuals by month for the year-to-date.
    Expand the column, Value - From version selection and change:
  • 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 MTD Micro Chart.

Create a New Section

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

Configure Time

  1. Click Time Settings Tab in the right pane to open the Time Settings tab.
  2. Change Granularity to Quarter.

  3. Change Period to Q4 2106.

This completes the steps for configuring a scorecard.

 

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