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
Mission and vision
Business Goals
External values
Project check in/out
Linking to external scorecards
SQL-powered indicators
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
Grouping data by time periods
Indicator Analysis
Initiatives and Attachments
Project properties
Command line
Technical support
Common questions
AKS technical support

BSC Designer - Online Manual

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Time Points in Balanced Scorecard

 

Introduction - Functions Overview - Purchase Program

Managing data for certain time points

Starting with version 1.4 of BSC Designer, users can work with time-specific indicators, instead of having fixed performance values for an entire period; users now 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.

About the new toolbar

Balanced Scorecard Timepoints Toolbar

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

  • There are two navigation buttons which allow moving forwards and backwards between time points.
  • The calendar-like button between the navigation buttons is for accessing the calendar.
  • Two more commands on the date toolbar allow deleting date-specific information and navigating to the current date.

Calendar

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

  • If the specific date is highlighted in bold, then there is new information for the indicator.
  • The user can click any date in the calendar and assign date-specific information.

Inheritance
The values of performance indicators are actually inherited from the previously specified value performance values.

  • For instance, if on December 1 the user has specified a weight value for indicator A equal to 3, then the program will automatically suggest this value for all dates after 12/1. If 12/5 is clicked on, the relative weight value for indicator A will be 3. If needed, this can be changed to new value, for instance, 6. Now for all dates between 12/1 and 12/4, the weight value for A will be 3, and for all dates after 12/5, 6. This is how the principle of inheritance works.

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.

  • Static values are an indicator's name, description, and target description. For instance, if you change the name of the indicator, then the new name will be used for all time points.
  • Time-specific values can be configured in any way at any time point. Time-specific values are Weight, Value, Min, Max, and Optimization Method.

Reports

BSC Designer can create an Excel report for any selected date. Additionally, this report can be created automatically using the command line interface.

Relevant articles

 

   
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