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.

Calendar

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

Inheritance

The values of performance indicators are actually inherited from the previously specified value performance 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 indicatr with an update interval.

Grouping data by time points


Video manual Check out the video manual for grouping

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 regularly, your data tables can grow very quickly.  After some time, 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.

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

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. 

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.