Grouping Data By Time Periods 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.You can group an indicator's daily values into weekly, monthly, quarterly, or yearly values, to easily track the indicator's progress.

Grouping Data by Time Period

BSC Designer allows you to group the values of an indicator according to the time period of your choice.

To define the grouping period use Group by drop-down list in the report generation dialog.

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.

In the context menu select "Grouping Type" sub-menu. Select necessary type there.

Just click on the indicator, right-click on "Value," open the "Grouping Type" submenu, and select "Summarize Changed Values" or "Document Default."

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").

The type of grouping will be displayed in "Grouping type" drop-list.

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.