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Scorecard: Change the Default Template Walk-through

Walks you through creating a scorecard that visualizes production data for the quarter, year to-date, and forecast for the next year.

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.

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 Dashboards.
  • Edit access to a private or shared perspective

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, and additional versions for Actuals, and Forecast. And the following custom accounts for 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 Dashboards to display the perspective overview.

Open the perspective, open the dashboard, and select 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 with default columns and first data series

  1. On the left panel, select Chart Tab to choose a chart. Drag and drop Crosstab Chart Icon to add the scorecard to the chart editor.
  2. Select Account Tab to choose accounts. Drag and drop the Custom > Operational Metrics > Availability account to the scorecard.The scorecard template populates the chart with default sections and columns.
  3. In the right panel, select Appearance Settings Tab to edit Appearance settings.
  4. Expand the General section and change the name to Production Scorecard.

Change the Scorecard Sections 

In this step, you will reorganize the scorecard:

  • 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 Section

  1. Select the Appearance Settings tab Appearance Settings Tab and expand Sections
  2. Select 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. With Sections expanded, expand the Year section, and rename the section to YTD.
  2. In the Year section, change the Data Range to To Date for the Actuals, Budget, and Variance columns in the Year section. The scorecard displays the YTD section name and the date format for the Actuals and Budget columns changes to 2019 PTD to indicate to-date data.
  3. In the Year section, change the format of the micro chart:
    1. Time Alignment: Trailing 
    2. Period Count: 4
    3. Period: Quarter
    4. Data Range: To Date
    5. 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:

Scorecard after adding a forecast section and more data series

  1. Select the Appearance Settings tab Appearance Settings Tab and expand Sections
  2. Select the New Section icon to create a new section:

    Plus icon to add new sections
  3. Expand the new section and rename to Forecast.
  4. Expand the column, Value. Change the 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 scorecard changes to <YYYY> Forecast.

  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, select 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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