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.Â After a month, these tables can be hugeâ€”and that means, your charts and reports can become confusing.
The solution is to group your data, and display meaningful summaries.Â Just like you group your indicators into categories to review their overall performance, you can group an indicatorâ€™s daily values into weekly and monthly values, to easily track the indicatorâ€™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 â€śGroup Byâ€ť dropdown list in the â€śsmall chartâ€ť section.
- To group the data in a report, use the â€śGroup Byâ€ť dropdown list in the report generation dialogue.Â When you display your report, it will identify the kind of grouping you used.
Once you open the â€śGroup Byâ€ť 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 â€śCustomizeâ€ť and define your own grouping period.
You can also customize your grouping period from the File menu.Â Just click on â€śDocument Properties,â€ť and choose the â€śGroupingâ€ť tab.
Grouping Types: Summary and Average Values
By default, the value for a group of data is the average of the individual values.Â For instance, if you update an indicatorâ€™s value every day, and then group your data by week, the indicatorâ€™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.Â 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.Â Just click on the indicator, right-click on â€śValue,â€ť open the â€śGrouping Typeâ€ť submenu, and select â€śSummarize Changed Valuesâ€ť or â€śCalculate Average Value.â€ť
Default Grouping Types
Rather than choosing the â€śsummarizeâ€ť or â€śaverageâ€ť 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,â€ť click on the Measure Units tab, and select a measure unit. Open the â€śGrouping Typeâ€ť dropdown menu, and choose â€śSummarize Changed Valuesâ€ť (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 youâ€™ll need to use your own, custom measure unit in order to set a default grouping type.