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Introduction - Functions Overview - Purchase
Program
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.
Additional information
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