Contents 

BSC Designer - Introduction
BSC Designer Manual
Product overview
Building scorecards
Adding categories and indicators
Changing indicator details
Indicator and category formula
Ignoring indicators
Balancing trees
Custom measure units
Building custom formulas
Indicator update interval
Key Risk Indicators
Strategy
Strategy maps
Strategy map with KPI
Print strategy map
Mission and vision
Business Goals
External values
Project check in/out
Linking to external scorecards
SQL-powered indicators
Link KPI to certain Excel cell
Data source in XML or JSON formats
Import Values
Export Values
Edit Values
Scorecard reports
Excel reports
HTML reports
HTML overview reports
Dashboard reports
PowerPoint reports
Progress and Performance
Time points
Stoplights
Diagrams and charts
Adding comment to a diagram
Grouping data by time periods
Indicator Analysis
Initiatives and Attachments
Alerts and notifications
Project properties
Command line
Technical support
Common questions
AKS technical support

BSC Designer - Online Manual

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Grouping data by time periods in BSC Designer

 

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 change grouping for charts use the “Group by” drop-down list under the small chart section.

To group the data on a chart, open the “Group By” dropdown list in the “small chart” section.

 

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.

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. 

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 “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”).

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.

Additional information


   
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