Grouping data by time periods in BSC Designer – Video Manual

 

Grouping Data in BSC Designer

BSC Designer includes easy-to-use charts and reports, so you can see how the values of your indicators change over time.

But if you define a new value for each indicator every day, your data tables can grow very quickly.  After a month, these tables can be huge—and that means, your charts and reports can become confusing.

The solution is to group your data, and display meaningful summaries.  Just like you group your indicators into categories to review their overall performance, you can group an indicator’s daily values into weekly and monthly values, to easily track the indicator’s progress.

Grouping Data by Time Period

Starting with version 4.0, BSC Designer allows you to group the values of an indicator according to the time period of your choice.

  • To group the data on a chart, open the “Group By” dropdown list in the “small chart” section.
    • To group the data in a report, use the “Group By” dropdown list in the report generation dialogue.  When you display your report, it will identify the kind of grouping you used.

Once you open the “Group By” dropdown list for your chart or report, you can choose to group your data by day, or by week, and so forth, or you can choose “Customize” and define your own grouping period.

You can also customize your grouping period from the File menu.  Just click on “Document Properties,” and choose the “Grouping” tab.

Grouping Types: Summary and Average Values

By default, the value for a group of data is the average of the individual values.  For instance, if you update an indicator’s value every day, and then group your data by week, the indicator’s weekly value will be the average of its daily values that week.

Sometimes, you may prefer to summarize those daily values, rather than calculating their average.  For instance, if an indicator tracks your daily sales, your sales for the week are the total of those daily sales, not their average.

For each indicator, you can choose whether to summarize or average its value over time.  Just click on the indicator, right-click on “Value,” open the “Grouping Type” submenu, and select “Summarize Changed Values” or “Calculate Average Value.”

Default Grouping Types

Rather than choosing the “summarize” or “average” grouping type for each indicator one at a time, you can assign default grouping types by measure unit.

On the File menu, select document Properties,” click on the Measure Units tab, and select a measure unit. Open the “Grouping Type” dropdown menu, and choose “Summarize Changed Values” (or calculate Average Value”).

Now, whenever you group the values of any indicator that uses this measure unit, those values will be summarized (or averaged) by default. Of course, you can still give an indicator its own individual grouping type, which will override this default value.

Please note: You cannot change the default grouping type for a default measure unit. You can change the grouping type for the individual indicators that use a default measure unit. But you’ll need to use your own, custom measure unit in order to set a default grouping type.

Posted in Official
Tags: , , ,

Balanced Scorecard Software

Loading...



Call me back

Do you have any questions? Let us know the best time to call you.

Balanced Scorecard Articles

Find here more articles...

BSC Lessons

Download BSC Designer and we will follow up with you with lessons about the Balanced Scorecard:

Trending Diagrams and Articles

Find here more articles...

Follow us on Facebook

What is your biggest challenge with the Balanced Scorecard?

View Results

Loading ... Loading ...