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Introduction -
Functions Overview
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Purchase Program
Import values from SQL queries
Balanced Scorecard Designer can be easily integrated with almost
any business system, such as CRM, ERP, etc. In this manner, customers can
access data from their business systems and use these data as values
for the scorecard. Starting with version 1.8, Balanced Scorecard
Designer has used ADO technology to link to external data sources. For
the end user, this means the ability to import indicator values as
inputted in MS Excel or other popular programs. Your first
imported SQL indicator Note:
- Creating SQL requests might require additional knowledge, so
if you encounter difficulties, please consult with IT
professionals experienced in SQL/ADO technologies.
- We have put together an example of how to use the scorecard in \Balanced
Scorecard Designer\Samples\SQL Scorecard, check readme-sql.txt
in that folder before opening the samples.
Here are steps you can follow to create your first scorecard
using external data as values:
- Launch BSC Designer.
Create category.
Select the category; you can now
create an indicator,
imported indicator or
SQL indicator.
- Select "New SQL Indicator" in the Edit menu.
- The first required step is to specify a data source.
Please note: the number of available data sources depends
on the ADO drivers installed on your system.
- Click the "Build" button.
- As an example, you can select ODBC Drivers and click
"Next."
- On the next tab, you will see "1. Data source." Use the radio
button there to select "Use connection string." Please
note: this dialog is a Windows dialog, not ours, so it
may be different in other versions. Click the button to the right
of this radio box (in Windows XP it is "Build").
- In the new dialog, go to the "Computer's data source" tab.
Select there "Databases of MS Access." Double-click on it.
Then click the "Database" button and select an MS Access
file (*.mdb); you will find some in the BSC Designer
installation. Click OK, and then OK again.
Now you will need to create an SQL query. A simple query
might be:
SELECT Table1.Value
FROM `sample_db1`.Table1 Table1
In this case, the indicator will use the returned value.
If there are some time points
in the balanced scorecard, then you might use the current date
selected in the program as a parameter for your query:
SELECT Table1.Value
FROM `sample_db1`.Table1 Table1
WHERE (table1.Date=:Date)
Parameters in request To view a full list of
supported parameters, move your mouse over the SQL text box and check the
hint text.
- :FileName - will pass the file name of the current .bsc
project;
- :Date - will pass the current selected date in BSC
Designer;
- :ItemName - will pass the name of SQL indicator for
making an SQL query;
- :Max - passes the MAX value of an indicator;
- :Min - passes the MIN value of an indicator.
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