Managing Data for Certain Time Points

BSC Designer can work with time-specific indicators, instead of having fixed performance values for an entire period; users can define performance values specific to certain dates. While the name of an indicator is the same at any time point, such values as relative weight, min/max values, and score are time-dependent. Thus, users have more flexible control over performance.

Date toolbar

Balanced Scorecard Timepoints Toolbar

The date toolbar panel in the BSC Designer interface helps to manage time points.


If the "Calendar" button in the toolbar is clicked, the program will open a special calendar which represents the available time points.


Users of BSC Designer can choose whether:

A respective option is customizable for specific indicators in menu KPIs > Edit Values > Values inheritance, or is available as a global option in menu File > Document properties > Grouping > "Use inherited values for indicator."

An example

On December 1, the user specified a value for indicator "KPI 1" equal to 3; There is no data for December 5th yet. User selects December 5th:

Color scheme for inherited values

To make working with inheritance easier, the developers have implemented a special color scheme. If the indicator is highlighted with blue, then it means that some of its details were changed today. If the indicator is highlighted with gray, then it means that some of the indicator values have been inherited from past dates.

Time-specific and static values

Some values of indicator are time-specific, while others are not time-specific and are static.

Synchronization with update interval

For any KPI an update interval can be defined via "Initiatives." In this case BSC Designer will synchronize calendar control displayed for this indicator with an update interval.

Grouping data by time points

KPI data on the charts and in the reports can be presented in aggregated form. Data grouping function need to be used in this case.