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Custom Scorecard Settings

Version: DiscoveryClassic 

Describes custom scorecard setting for Discovery Classic

Custom scorecards use a scorecard layout, but you have a great deal of flexibility in what information you display and how it appears. For example, the custom scorecard can com­pare Forecast to Budget versions, current year Actuals to last year Actuals, and so on. You can also rearrange the order of the display columns and the display settings of the data in the scorecard.

A sample custom scorecard appears below. Custom scorecards have three sections. Each section can have from one to seven columns, which can contain a wide variety of information, such as value, variance, variance percentage, zone, trend, or microchart.

Example of a custom scorecard

Many of the custom scorecard editors are similar to the editors for other dials, but there are some significant differences. This section describes the editors specific to custom scorecards.

Data Settings for Custom Scorecard

You add rows to a custom scorecard using the Data Settings editor.

Enter information on the Data Settings tab about an account. (This tab is discussed in the earlier section on the Data Settings editor.) You can add another row by clicking Add. You can also use the Data Settings editor to change the order in which rows appear by select­ing a row and using the up and down arrows to move it to the desired place.

Note: Large custom scorecards with lots of rows can take noticeably longer to refresh or update than other dials. This is because a custom scorecard can have as many as 630 data cells, each of which may require multiple calls and queries to retrieve and calculate the information that appears in the cell.

The Row tab has a single setting on it for setting the row height.

The Label tab lets you set the colors, font size, font style, font color, and label alignment of the row labels.

The Data tab lets you set the row height, cell color, font size, font style, font color, and data alignment for the cells in the custom scorecard.

Section Settings

Custom scorecards have three sections for time. Each of these sections can have from one to seven columns. Because each section is usually a different period and can have different columns with unique settings, each section has its own section editor. You use section editors to set the section name, number of columns, period, period alignment, data range, comparison criteria, and other display and comparison settings.

The Section tab lets you set the name for the section and specify the number of columns in the section.

  • Section Header Text: Enter the section name. This appears above the section. The sections default to time values (Month, QTD, and YTD) but you can use any group­ing you like.
  • Section Columns: Enter a number from 0 to 7 to specify the number of columns in the section. If you enter 0, the section does not appear.

The section editor displays a column tab for each column specified in the section. Below is a typical column tab.

Example of Column settings in a Section Editor

The Column tabs let you specify the kind of information to display in that column as well as how the information in that column is formatted. The options that appear on the tab are based on the column type you select:

  • Value: Displays a value. Lets you specify the version, period type, period alignment, and data range.
  • Variance:Displays a variance amount as calculated against another version and period. Lets you specify the version, period type, period alignment, data range, comparison version and comparison period alignment.
  • Percent Variance: Displays a variance percentage as calculated against another version and period. Lets you specify the version, period type, period alignment, data range, comparison version and comparison period alignment.
  • Zone: Displays a zone. Lets you specify the version, period type, period alignment, and data range.
  • Trend: Displays a trend variance by drawing a straight line linear regression on the specified data and identifying the slope of the line. Lets you specify the version, period type, period alignment, data range, and breakdown period type.
  • Microchart: Displays a microchart. Lets you specify the version, period type, period alignment, data range, breakdown period type, chart color, and chart type.

Appearance Settings

The Appearance Settings editor lets you modify the appearance of the entire dial, head­ers, row labels, and data.

The Table tab lets you set the appearance for the custom scorecard.

  • Show Cell Borders: Select Yes to display cell borders in the custom scorecard or No to suppress cell borders.
    Default: Yes.
  • Show Table Border: Select Yes to display a border around the custom scorecard or No to suppress the border.
    Default: Yes.
  • Border Color: Select the color to use for all borders.
    Default: The default color.

The Headers tab lets you set the appearance of section and column headers.

  • Row Height: Enter a row height between 10 to 60 for the section and column head­ers.
    Default: 40.

  • Display Text: Select Name or Short Name to display either the name or short name for the headers.
    Default: Name.
  • Row Color: Select the fill color to use for all header cells.
    Default: The default color.
  • Font: Select the font size, characteristics, and font to use for all header cells.
    Default: 8, Bold, and the default font.
  • Alignment: Select the text alignment in the header cells.
    Default: Center.

The Labels tab lets you set the appearance of the row labels.

  • Column Width: Enter a column width between 100 to 500 for the row labels.
    Default: 200.
  • Display Text: Select Name or Short Name to display either the name or short name for the row.
    Default: Name.
  • Column Color: Select the fill color to use for the row labels.
    Default: The default color.
  • Font: Select the font size, characteristics, and font to use for the row labels.
    Default: 8, Bold, and the default font.
  • Alignment: Select the text alignment in the row labels.
    Default: Left.

The Data tab lets you set the appearance of the cells within the custom scorecard.

  • Row Height: Enter a row height between 10 to 60 for the cells. This setting also affects the height of the row labels.
    Default: 30.>
  • Cell Color: Select the fill color to use for the cell color.
    Default: The default color.
  • Font: Select the font size, characteristics, and font to use for the cells.
    Default: 8, >Bold, and the default font.
  • Alignment: Select the text alignment in the cells.
    Default: Right.

Time Settings

The Time Settings editor lets you select the time period for the custom scorecard.

The Time Settings editor only has one option.

  • Dial Time Period: Select the time period to use for the custom scorecard.
    Default: From Period Selector.
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