How to manage KPIs using BSC Designer’s functions (Part 1)
Intro
Finishing KPIs management’s description a few more functions are to be noticed. Most of them are used for user’s convenience purpose rather than the program proper work. We understand that company’s management process sometimes is an extremely complex thing to do so BSC Designer aims to be a perfect tool even not only referring to Balanced Scorecard concept but also to linking the database objects among the organization’s strategy tree and to other helpful features.
This part of the article will show how to:
- Move elements up and down;
- Execute undo and redo functions;
- Copy, cut and paste elements.
Up and down movement
Moving categories and indicators could help the program’s user to structure the project’s tree according to any logic direction. One of the reasons to reconstruct the tree could be categories’ weights. Let’s open the project in BSC Designer and reconstruct the tree using the way of moving categories with bigger weight values upper than categories with less weight values. In order to do make movement select particular category or indicator and click on “Move up” or “Move down” buttons with arrows images in the toolbar right above the tree dialog field. After the movement is finished the project’s tree becomes sorted like on the screenshot below.
Movement arrows
Undo and Redo functions
Like many other programs BSC Designer has such very useful functions as Undo and Redo. Specifically Undo is a command to erase the last change done to the project reverting it to an older state. Oppositely Redo is a command reverses the undo or advances the buffer to a more current situation. Referring to the current BSC Designer project let’s pretend the accident deleting of “Internal process perspective” category! In spite of the pop-up dialog window like “Are you sure want to delete category?” such an accident could happen in real as well as some other unexpected action. In order to revert the project’s state click on “Undo” button in the central line on top toolbar. Congratulations! “Internal process perspective” category is back!
Ooops! The category is missing
The category is back thx to Undo function!
Copy, cut and paste functions
Besides a “copy as text” function BSC Designer has a function of copying, cutting and pasting such elements as categories and indicators including all the values, statements and descriptions included. Referring to Balanced Scorecard project copying, cutting and pasting could be used to create new elements with parameters alike. Also cutting an element like category or indicator and then pasting it to the same place might help to analyze its role in the project by viewing the performance’s values while it is absent. It could be some other reasons to use “copy”, “cut” and “paste” functions.
To copy the particular element into buffer select it and then click on “Copy element” button in the central line of top toolbar or push “Ctrl” + “C” buttons on the keyboard. The button for cutting element locates right near the “Copy” one or the hotkey “Ctrl” + “X” could be used to cut the selected category or indicator. In order to paste the copied or cut element from the buffer first some area in the tree needs to be selected. After that click on “Paste element” button in the central line of top toolbar or push “Ctrl” + “V” buttons on the keyboard. As an example of copy-paste functions usage the “Complains number” KPI in the “Customer perspective” category will be multiplied.
Copy, cut and paste functions testing
