Skip to main content
Adaptive Insights
Knowledge and Support - Adaptive Insights

Scorecard Settings

Version: DiscoveryClassic

Describes scorecard settings for Discovery Classic

The Scorecard Settings editor appears when you are editing a scorecard dial. It defaults to the most commonly-used settings, so you don’t need to change anything here unless you want to.

Layout Tab

The Layout tab gives you control over how the elements in the scorecard are formatted and arranged.

  • Scorecard Layout: Select the arrangement of the elements within the scorecard. Examples of each at the full 6x1 width are given in Scorecard Layouts.
    Default: Base and Previous Periods.

  • Maximum Series: Set the maximum number of series of data (rows) which can be included on the scorecard. Set a specific number, or let the application display as many as fit (auto).
    Default: Auto.

  • Show Cell Borders: Choose whether to show the cell borders in the scorecard.
    Default: No.

  • Show Interlaced Rows: Whether to show alternate rows in grey and white.
    Default: No.

  • Indicator Icon Size: Sets the display size of the zone and trend icons. Choose Auto to let Discovery pick which size fits, based on the number of rows in the scorecard.
    Default: Auto.

  • Micro Chart Borders: Whether to show borders around the micro chart(s) in the scorecard.
    Default: No.

Header Style Tab

Change the look and style of the Scorecard’s header.

  • Header Back Color: Set the background color of the header row. Select Default to use the company color.
    Default: (Default)

  • Header Font Size: Set the size of the text in the header row.
    Default: 8

  • Header Font Style: Set the font style of the header row.
    Default: Bold

  • Header Font Color: Set the color of the text in the header row. Select Default to use the company color.
    Default: (Default)

  • Metric Header Text: Set the label for the Metric field.
    Default: Account

  • Metric Header Tooltip: Set the tooltip text for the Metric field.
    Default: Account

  • Budget Header Text: Set the header text for the Plan field.
    Default: Plan

  • Micro Chart Header: Set the header text for the micro chart.
    Default: Micro Chart

Content Style Tab

Change the look and feel of the text content of the scorecard.

  • Data Font Size: Set the font size for data in the scorecard.
    Default: 8

  • Data Font Style: Set the font style for data in the scorecard.
    Default: Standard

  • Data Font Color: Set the color for the data text in the scorecard.
    Select Default to use the company color.

  • Name Text: Choose whether the rows label should be the full display name, abbre­viated display name, or default (this setting uses the full display name when there is room for it, and the abbreviated display name otherwise).
    Default: Default

  • Name Font Size: Choose the font size of the row labels.
    Default: 8.

  • Name Font Style: Choose the font style of the row labels.
    Default: Standard

  • Name Font Color: Choose the font color for the row labels.
    Select Default to use the company color.

Supplementary Data Tab

Change the look and behavior of the indicators, micro chart, and other data visualization in the scorecard.

  • No Zone Indicator: When there is no zone defined for a data point on the score­card, display either no zone indicator or a Good indicator.
    Default: None

  • Trend Indicator Period: Choose the period for the trend indicator.
    Default: Consolidated Period

  • If Base Period is selected, the dial’s base period is used to determine trends (the dial’s base period can be fixed with the Time Settings editor, or set to use the time period chosen in the Period Selector).

  • If Consolidated Period is selected, the dial’s consolidated time period is used to determine trends (if the dial’s time period is Month, the consolidate period is Quarter or Year. Thus, the dial would look at the current quarter or current year to determine the trend. Consolidated periods are set in the Time Structure).

  • If Historical Period is selected, the previous consecutive periods is used to deter­mine trends (if the dial’s time period is Month, then the previous n months is used, where n is set in the Time Structure).

  • Micro Chart Period: Choose the period for the micro chart. Default: Consolidated.

  • If Base Period is selected, the dial’s base period is used to determine trends (the dial’s base period can be fixed with the Time Settings editor or set to use the time period chosen in the Period Selector).

  • If Consolidated Period is selected, the dial’s consolidated time period is used for the micro chart (if the dial’s time period is Month, the consolidated period is Quar­ter or Year. Thus, the micro chart displays the current quarter or current year).

  • If Historical Period is selected, the previous consecutive periods are used for the micro chart (if the dial’s time period is Month, then the previous n months appear in the micro chart, where n is set in the Time Structure).

  • Micro Chart Type: Choose the type of chart used for the base micro chart.
    Default: Outline.

  • Summary Type: Choose the logic applied for data summary.
    Default: Average.

  • Variance Type: Choose between Actual Variance (a numerical amount) or Per­centage Variance in the Variance column.
    Default: Actual Variance.

  • Previous Period: Choose between sequential (for example., the previous month for a scorecard looking at a month) and comparable (for example, the same month the previous year for a scorecard looking at a month, which is governed by the dial’s Time Structure.).
    Default: Previous Sequential Period.

  • Consolidated Data Range: Choose to show data for period-to-date or for the total period if Consolidated Period is selected in the Micro Chart Period or Trend Indi­cator Period settings.
    Default: Show data for period to date.

  • Was this article helpful?