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Page 1: Oracle Balanced Scorecarddownload.oracle.com/appsnet/11i6/115bscug.pdf · iii Send Us Your Comments Oracle Balanced Scorecard User Guide, Release 4.5 Part No. A90873-01 Oracle Corporation

Oracle Balanced Scorecard

User Guide

Release 4.5

July 2001

Part No. A90873-01

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Oracle Balanced Scorecard User Guide, Release 4.5

Part No. A90873-01

Copyright © 1999, 2000, 2001, Oracle Corporation. All rights reserved.

Primary Author: Claudia Castro

Contributors: German Arciniegas, Kris Sudharsan, Lee Konstantinou, Mike Cowan, Frank Colligan, David Keith, Christine Monk, Patricia Perdomo

The Programs (which include both the software and documentation) contain proprietary information of Oracle Corporation; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs is prohibited.

The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. Oracle Corporation does not warrant that this document is error free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Oracle Corporation.

If the Programs are delivered to the U.S. Government or anyone licensing or using the programs on behalf of the U.S. Government, the following notice is applicable:

Restricted Rights Notice Programs delivered subject to the DOD FAR Supplement are "commercial computer software" and use, duplication, and disclosure of the Programs, including documentation, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement. Otherwise, Programs delivered subject to the Federal Acquisition Regulations are "restricted computer software" and use, duplication, and disclosure of the Programs shall be subject to the restrictions in FAR 52.227-19, Commercial Computer Software - Restricted Rights (June, 1987). Oracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065.

The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy, and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and Oracle Corporation disclaims liability for any damages caused by such use of the Programs.

Oracle is a registered trademark, and Oracle Balanced Scorecard and Oracle Applications are trademarks or registered trademarks of Oracle Corporation. Other names may be trademarks of their respective owners.

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Send Us Your Comments

Oracle Balanced Scorecard User Guide,Release 4.5 Part No. A90873-01

Oracle Corporation welcomes your comments and suggestions on the quality and usefulness of this document. Your input is an important part of the information used for revision.

n Did you find any errors?n Is the information clearly presented?n Do you need more information? If so, where?n Are the examples correct? Do you need more examples?n What features did you like most?

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Contents

Send Us Your Comments .................................................................................................................... iii

Preface........................................................................................................................................................... xiii

Intended Audience .................................................................................................................................. xivAssumptions ........................................................................................................................................... xivStructure.................................................................................................................................................. xivRelated Documents................................................................................................................................. xiv

Oracle Balanced Scorecard Administration Guide .................................................................... xvOracle Balanced Scorecard Installation Guide........................................................................... xv

Training and Support ............................................................................................................................... xvTraining.................................................................................................................................................... xvSupport..................................................................................................................................................... xvDo Not Use Database Tools to Modify Oracle Applications Data.......................................................... xvAbout Oracle Corporation ...................................................................................................................... xviThank You... .......................................................................................................................................... xvii

1 IntroductionAbout Balanced Scorecard Theory ................................................................................................. 1 - 2

Balanced Scorecard Perspectives ................................................................................................. 1 - 3About Oracle Balanced Scorecard .................................................................................................. 1 - 4

Features Summarized ............................................................................................................. 1 - 4Getting Started .................................................................................................................................... 1 - 6

Setup Assumptions ........................................................................................................................ 1 - 6Starting Balanced Scorecard.......................................................................................................... 1 - 7

2 Using Balanced ScorecardNavigating Scorecards ....................................................................................................................... 2 - 2

List of Scorecards ......................................................................................................................... 2 - 2Balanced Scorecard Main Views ...................................................................................................... 2 - 5

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Tree View ..................................................................................................................................... 2 - 5Scorecard View ............................................................................................................................. 2 - 7Strategy Map View ....................................................................................................................... 2 - 9Detailed View ............................................................................................................................. 2 - 12Custom View .............................................................................................................................. 2 - 14Using Alarm Colors to Interpret Results ................................................................................... 2 - 17

Default Colors .................................................................................................................... 2 - 17Color Alarm Calculation by Type of Indicator ................................................................... 2 - 19

Key Performance Indicator Page .................................................................................................... 2 - 21Indicator Graph Types.......................................................................................................... 2 - 21Other Indicator Types........................................................................................................... 2 - 21

Indicator Page Structure ............................................................................................................ 2 - 22Common Elements on the Indicator Page ............................................................................ 2 - 24Global Buttons...................................................................................................................... 2 - 24Indicator Menu Bar............................................................................................................... 2 - 24Breadcrumbs......................................................................................................................... 2 - 24Indicator Title ....................................................................................................................... 2 - 25Indicator Subtitle .................................................................................................................. 2 - 25Last Update........................................................................................................................... 2 - 25

Indicator Graph............................................................................................................................ 2 - 26Indicator Graph Types ........................................................................................................ 2 - 27Single Bar Trend Graph ...................................................................................................... 2 - 28Multiple Series .................................................................................................................... 2 - 30Comparison Graphs ............................................................................................................ 2 - 31Bar Graphs ........................................................................................................................... 2 - 32Pie Charts.............................................................................................................................. 2 - 33Other Indicator Types........................................................................................................... 2 - 36Simulation Tree .................................................................................................................... 2 - 37Profit and Loss Indicator ...................................................................................................... 2 - 41Analytical Panel.................................................................................................................... 2 - 43Measures............................................................................................................................... 2 - 45Periodicity............................................................................................................................. 2 - 46Calculations .......................................................................................................................... 2 - 47Data Series............................................................................................................................ 2 - 49Benchmarks .......................................................................................................................... 2 - 50Data Dimensions (View By) ................................................................................................ 2 - 52

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3Using Other Indicator and View Options

Using the Indicator Page .................................................................................................................... 3 - 2Line Below Graph/Information Line ............................................................................................ 3 - 2

Interpreting the information line on a graph ......................................................................... 3 - 4Interpreting information lines for multiple data series........................................................... 3 - 4Changing the content of the information line......................................................................... 3 - 4

Data Table .................................................................................................................................... 3 - 5Hiding or showing the table ................................................................................................... 3 - 6Showing the full data table..................................................................................................... 3 - 7Link to the comparison graph from the data table ................................................................. 3 - 7

Cause and Effect Matrix ............................................................................................................... 3 - 9Information .................................................................................................................................. 3 - 10

Definition ............................................................................................................................. 3 - 11Updating Definitions ............................................................................................................ 3 - 12Formulas............................................................................................................................... 3 - 13Updating Formulas ............................................................................................................... 3 - 14Strategy................................................................................................................................. 3 - 15Updating Strategies .............................................................................................................. 3 - 16Action Items ......................................................................................................................... 3 - 17Updating Action Items ......................................................................................................... 3 - 18Indicator Owner.................................................................................................................... 3 - 19Updating Owners.................................................................................................................. 3 - 20Related Links ....................................................................................................................... 3 - 21Color Alarm.......................................................................................................................... 3 - 22

Assessments................................................................................................................................. 3 - 25Composing New Assessments ............................................................................................. 3 - 26Viewing Assesments ............................................................................................................ 3 - 28

Collaboration ............................................................................................................................... 3 - 28Composing New Comments................................................................................................. 3 - 29Viewing Comments.............................................................................................................. 3 - 30Reply to Existing Comments................................................................................................ 3 - 31

Using Other Options ........................................................................................................................ 3 - 33Options in Main Views ........................................................................................................ 3 - 33Options in Indicator Page..................................................................................................... 3 - 33

Print Options................................................................................................................................ 3 - 33

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Printing a Page...................................................................................................................... 3 - 34Printing a Graph ................................................................................................................... 3 - 36Printing Data Tables ............................................................................................................. 3 - 39

View By ...................................................................................................................................... 3 - 40Using the View By Option ................................................................................................... 3 - 42

Export to Excel ........................................................................................................................... 3 - 44Viewport ..................................................................................................................................... 3 - 47

Using the View Port in Trend Graphs .................................................................................. 3 - 47<< Previous button ............................................................................................................... 3 - 49>> Next button...................................................................................................................... 3 - 49Next <Number of Periods> .................................................................................................. 3 - 49Last/First............................................................................................................................... 3 - 49

Hide/Show Forecast .................................................................................................................... 3 - 50Other Navigational Links ........................................................................................................... 3 - 52

Indicator Graph Portlets .................................................................................................................. 3 - 52Customizing Indicator Graph Portlets .................................................................................. 3 - 53Special Considerations in Portlet Customization ................................................................. 3 - 56

A Window Reference

Index

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List of Figures1–1 Derivation of KPIs ................................................................................................................ 1 - 22–1 Multiple Scorecard Display.................................................................................................... 2 - 32–2 Tree View............................................................................................................................... 2 - 62–3 Scorecard View ...................................................................................................................... 2 - 82–4 Strategy Map View............................................................................................................... 2 - 102–5 Detailed View....................................................................................................................... 2 - 132–6 Custom View........................................................................................................................ 2 - 152–7 Alarm Boxes......................................................................................................................... 2 - 182–8 Complete Indicator Page ..................................................................................................... 2 - 232–9 Global Buttons...................................................................................................................... 2 - 242–10 Breadcrumbs......................................................................................................................... 2 - 242–11 Indicator Graph .................................................................................................................... 2 - 262–12 Single Bar Trend Graph ....................................................................................................... 2 - 292–13 Multiple Series Trend Graph................................................................................................ 2 - 302–14 Comparison Bar Graph......................................................................................................... 2 - 332–15 Pie Chart (Actual Data) ........................................................................................................ 2 - 352–16 Pie Chart with Actual and Plan Data.................................................................................... 2 - 362–17 Simulation Tree .................................................................................................................... 2 - 382–18 Simulated Associated Trend Data ........................................................................................ 2 - 392–19 Profit and Loss ..................................................................................................................... 2 - 422–20 Data Dimensions ................................................................................................................. 2 - 523–1 Information Line Below Graph ............................................................................................. 3 - 33–2 Data Table .............................................................................................................................. 3 - 63–3 Comparison Graph Link......................................................................................................... 3 - 83–4 Cause and Effect Matrix......................................................................................................... 3 - 93–5 Information Links................................................................................................................. 3 - 103–6 Definition Window............................................................................................................... 3 - 113–7 Update Definitions Window................................................................................................. 3 - 123–8 Formula Window.................................................................................................................. 3 - 133–9 Updating Formula Window.................................................................................................. 3 - 143–10 Strategy Window.................................................................................................................. 3 - 153–11 Updating Strategy Window.................................................................................................. 3 - 163–12 Action Item Window............................................................................................................ 3 - 173–13 Update Action Items............................................................................................................. 3 - 183–14 Indicator Owner Window..................................................................................................... 3 - 193–15 Updating Owner Window .................................................................................................... 3 - 203–16 Links..................................................................................................................................... 3 - 213–17 Color Alarm Information ..................................................................................................... 3 - 233–18 Color Alarm Information Values ........................................................................................ 3 - 243–19 Printer-friendly Version of the Scorecard View .................................................................. 3 - 35

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3–20 Printer-friendly Version of a Graph ..................................................................................... 3 - 383–21 Main KPI View With View By Enabled- Default view ....................................................... 3 - 403–22 Main KPI View With View By Enabled: View with Selected Value .................................. 3 - 413–23 Sales Growth ........................................................................................................................ 3 - 433–24 Export to Excel button.......................................................................................................... 3 - 443–25 Spreadsheet in Balanced Scorecard...................................................................................... 3 - 453–26 Export to Excel Example...................................................................................................... 3 - 463–27 Viewport ............................................................................................................................... 3 - 483–28 Hide/Show Forecast.............................................................................................................. 3 - 503–29 Option to Disable Forecast ................................................................................................... 3 - 51A–1 Complete Page........................................................................................................................ A - 2

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List of Tables

2–1 Typical Default Alarm Colors.............................................................................................. 2 - 172–2 The Analytical Panel ............................................................................................................ 2 - 442–3 The Analytical Panel: Measures........................................................................................... 2 - 452–4 The Analytical Panel: Periodicity ........................................................................................ 2 - 462–5 The Analytical Panel: Calculations ...................................................................................... 2 - 472–6 The Analytical Panel: Data Series Options .......................................................................... 2 - 502–7 The Analytical Panel: Benchmarks ...................................................................................... 2 - 51

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Preface

Welcome to Release 4.5 of Oracle Balanced Scorecard User Guide.

This user guide describes how to use Oracle Balanced Scorecard (BSC) to view and analyze your organization’s strategic information, including balanced scorecards by organization or function, key performance indicators, related cause-and-effect relationships, and associated graphic displays.

This user guide contains the following information:

n Introduction. Introduces Oracle Balanced Scorecard, briefly summarizing the underlying theory upon which it is based, and helps you to get started using the product.

n Using Balanced Scorecard. Describes the Balanced Scorecard viewer—how to view and analyze balanced scorecards and related key performance indicators.

n Using Other Indicator and View Options. Describes how to use each of the BSC sections, views and the indicator page, as well as the additional tools and customization

Note: Oracle Balanced Scorecard includes four major components:

n The BSC Viewer

n The BSC Architect (includes BSC Builder, KPI Designer, and Metadata Optimizer)

n The BSC Manager (includes BSC Loader, BSC Administrator)

n The BSC Setup Wizard

This document describes the BSC Viewer. For information about the BSC Architect or the BSC Manager, see: Oracle Balanced Scorecard Administration Guide.

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options that you can use to meet your specific analytical needs. It also explains how to use online help.

This preface explains how this document is organized and summarizes its intended audience, assumptions, and other sources of relevant information.

Intended AudienceThis user guide is intended for those involved in strategic planning, plan implementation, or its analysis, including:

n Balanced Scorecard analysts, strategic planners, financial analysts, other analysts

n Line managers and others involved in the balanced scorecard process, including performance measurement and related activities

n Balanced Scorecard consultants and designers

n Trainers and training coordinators

AssumptionsThis guide assumes that you have a basic understanding of your organization, its processes, strategy and key performance indicators, and a fundamental understanding of balanced scorecard theory. This guide also assumes that you have a working knowledge of balanced scorecard applications. To learn more about Oracle Balanced Scorecard, you can attend one or more of the related training classes that are available through Oracle Education Services.

StructureThis User Guide contains the following chapters:

n Chapter 1, "Introduction"

n Chapter 2, "Using Balanced Scorecard"

n Chapter 3, "Using Other Indicator and View Options"

Related DocumentsYou can choose from many sources of information, including documentation, training, and support services, to increase your knowledge and understanding of Oracle Balanced Scorecard, specifically including the following:

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Oracle Balanced Scorecard Administration GuideThis guide describes how to use BSC Architect, BSC Manager, and Setup Wizard. You use BSC Architect to design the basic underlying structure of a balanced scorecard, and to lay out and design key performance indicators. You use BSC Loader and BSC Administrator to load data into the application and to enable security options.

Oracle Balanced Scorecard Installation GuideThis guide describes how to install the Balanced Scorecard three-tier architecture for easier administration and lower cost of deployment.

Training and Support

TrainingOracle offers a complete set of formal training courses to help you and your staff master its application products.

You have a choice of educational environments. You can attend Oracle applications courses at any Oracle Education Center, or you can arrange for Oracle trainers to teach at your facility. In addition, Oracle training professionals can tailor standard courses or develop custom courses to meet your needs.

SupportFrom on-site support to central support, Oracle’s experienced professionals provide the help and information you need to keep Balanced Scorecard working for you. This team includes your technical representative, account manager, and Oracle’s large staff of designers and support specialists with expertise in your business area, in managing an Oracle server, and in your hardware and software environments.

Do Not Use Database Tools to Modify Oracle Applications Data

We STRONGLY RECOMMEND that you never use SQL*Plus or any other tool to modify Oracle Applications data unless otherwise instructed.

Oracle provides powerful tools you can use to create, store, change, retrieve, and maintain information in an Oracl edatabase. If you use Oracle tools such as SQL*Plus to modify

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Oracle Applications data you risk destroying the integrity of your data and you lose the ability to audit changes to your data.

Because Oracle Applications tables are interrelated, any change you make using Oracle Applications can update many tables at once. But when you modify Oracle Applications data using anything other than Oracle Applications, you may change a row in one table without making corresponding changes in related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous information and unpredictable results throughout Oracle Applications.

When you use Oracle Applications to modify your data, the system automatically checks that your changes are valid. Oracle Applications also keeps track of who changes information. If you enter information into database tables using database tools, you may store invalid information. You also lost the ability to track who has changed your information because SQL*Plus and other database tools do not keep a record of changes.

About Oracle CorporationOracle Corporation develops and markets an integrated line of software products for database management, applications development, decision support, and office automation, as well as Oracle Applications, an integrated suite of more than 170 software modules for financial management, supply chain management, manufacturing, project systems, human resources, and sales and service management.

Oracle is the world’s leading supplier of software for information management, and the world’s second largest software company. Oracle offers its database, tools and applications products, along with related consulting, education, and support services in over 140 countries.

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Thank You...Thank you for using Oracle Balanced Scorecard.

We value your comments and feedback. At the front of this guide is a reader’s comment form you can use to comment on this product. Mail your comments to the following address or call us directly at (650) 506-7000.

Oracle Corporation Oracle Balanced Scorecard Documentation500 Oracle ParkwayRedwood Shores, CA 94065USA

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Introd

1

Introduction

This user guide describes Release 4.5 of Oracle Balanced Scorecard, a strategic management and analytical tool that lets you implement balanced scorecard methodology in an integrated, web-enabled systems environment.

This chapter introduces Balanced Scorecard, briefly summarizing the underlying theory upon which it is based, in the following sections:

n About Balanced Scorecard Theory on page 1-2

n Balanced Scorecard Perspectives on page 1-3

n About Oracle Balanced Scorecard on page 1-4

n Features Summarized on page 1-4

n Getting Started on page 1-6

n Setup Assumptions on page 1-6

n Starting Balanced Scorecard on page 1-7

uction 1-1

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About Balanced Scorecard Theory

About Balanced Scorecard Theory Traditional performance measurement systems typically do not provide top managers with a comprehensive view of the organization. The scope of the Balanced Scorecard approach exceeds the scope of traditional performance measurements, and links the financial goals of the enterprise with the drivers that determine the outcomes for future success.

The Balanced Scorecard concept translates an organization’s mission and strategy into a comprehensive set of quantified key performance indicators (KPIs), providing the framework for a strategic measurement and management system. While Balanced Scorecard retains an emphasis on achieving financial objectives, it also includes the performance drivers of these financial objectives. The following figure shows the typical origins of KPIs.

Figure 1–1 Derivation of KPIs

1-2 Oracle Balanced Scorecard User Guide

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About Balanced Scorecard Theory

KPIs are derived from strategic initiatives—the base elements of work that drive strategic change—and measure the success of their implementation. Strategic initiatives are correlated with one or more strategic goals, all of which are products of the strategic planning process.

Balanced Scorecard Perspectives The KPIs provide perspective about an organization’s operations, in four categories of performance:

o The Financial Perspective

o The Customer Perspective

o The Internal Business Process Perspective

o The Learning and Growth Perspective

The basic assumptions underlying Balanced Scorecard are that financial measures are essentially lagging indicators, and that management’s attention should be focused on the underlying factors that drive financial performance. With Balanced Scorecard methodology, the customer, internal business processes, and learning and growth perspectives all combine to drive financial performance.

At a lower level, it is also important to understand how the four perspectives relate to one another. The financial perspective is supported by the customer perspective because customers buy a company’s products and services, and are therefore ultimately responsible for its financial success. The internal process perspective supports the customer perspective because the company must be well run in order to satisfy its customers. Finally, the learning perspective has a major impact on the internal process perspective because the people who make up the company must continually reeducate themselves and learn the best processes to run the company.

These perspectives represent a typical conceptual grouping of KPIs, although they can also be grouped by objective, organizational unit, or function. Additional perspectives can be added depending on the organization’s environment and strategic goals, and the names of perspectives can be changed—to better reflect the organization and its values. The balance of measurements across such perspectives gives Balanced Scorecard its name.

Introduction 1-3

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About Oracle Balanced Scorecard

About Oracle Balanced Scorecard Balanced Scorecard is a strategic management application. It is a systems implementation of the Balanced Scorecard methodology developed by Kaplan and Norton.

It emphasizes performance measurement, the representation of organization strategy and objectives, and the correlation of strategic objectives through cause-and-effect relationships. Designed for both small business units and large organizations, it is highly scalable and it supports true enterprise-wide deployment of its underlying methodology, including performance measurement, communication tools, and management mechanisms.

Balanced Scorecard helps management link strategy to organizational or functional performance, using quantified performance targets (KPIs) that let management implement and measure strategic objectives throughout the organization.

Balanced Scorecard helps link strategy to management actions by placing relevant KPIs on managers’ virtual desktops, providing them with measurable performance targets. In addition, by defining the cause-and-effect relationships between KPIs, Balanced Scorecard helps managers understand the impact their decisions have on their functional responsibility and organization strategy.

The following diagram summarizes Balanced Scorecard in terms of its fundamental concepts.

Features Summarized Balanced Scorecard includes the following features:

1-4 Oracle Balanced Scorecard User Guide

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About Oracle Balanced Scorecard

n Web-based viewer, enhanced ease of access

n Enterprise-wide deployment and High Scalability for a large number of users

n Strategic performance management, communication, and learning processes supported

n KPI-associated alarm colors, which are triggered by planned or actual variances, and which identify problems and opportunities

n Strategy-driven cause-and-effect relationships

n Forecasting of future periods to anticipate actions

n Flexible user interface to model any balanced scorecard

n List of Scorecards and Multiple Scorecard Views to facilitate navigation to multiple scorecards and levels.

n Data simulation tools

n Ability to create KPI qualitative assessments, comments, and related information

n Functional and organizational cascading of scorecards

n Multilevel security by responsibility at the scorecard and KPI level

n National language support

n Integration with Oracle Applications 11i

Introduction 1-5

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Getting Started

Getting StartedThis section describes how to start the Balanced Scorecard viewer.

n Setup Assumptions

n Starting Balanced Scorecard

Setup AssumptionsThis section lists setup prerequisites necessary to start using Balanced Scorecard; confirm each of the following items before starting:

n All Balanced Scorecard components are installed. See: Oracle Balanced Scorecard Installation Guide.

n One of the following browsers is installed:

n Netscape 4.5 or higher

n Microsoft Internet Explorer 5.0 or higher

n Your Balanced Scorecard model has been designed and implemented—for your organization or function.

n You have system access (user name, password) to Balanced Scorecard through Oracle Applications.

Note: The OBSC Viewer has been designed to be displayed in full screen mode, using more than 256 colors. For best resolution, we recommend that you change your display settings to 65,536 colors or more.

1-6 Oracle Balanced Scorecard User Guide

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Getting Started

Starting Balanced Scorecard

To Start the Balanced Scorecard Viewer:1. Close all desktop applications.

2. Start your browser.

3. Start Oracle Applications by linking to the web address (URL) established for your installation. The Oracle Applications login window appears.

Note: Oracle Balanced Scorecard Release 4.5 is a web-based application. Run the Balanced Scorecard viewer from your desktop browser.

Introduction 1-7

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Getting Started

4. Enter your standard Oracle Applications user name and password; choose Login. The Balanced Scorecard Login Window appears.

This window displays your responsibility (on the left) and applications available.

5. Select your responsibility and the Balanced Scorecard from the applications list. The page appears once you click on the Balanced Scorecard URL. This page summarizes the list of scorecards available for your responsibility.

1-8 Oracle Balanced Scorecard User Guide

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Using Balanced Scor

2

Using Balanced Scorecard

This chapter describes how to use Oracle Balanced Scorecard to vxiew and analyze balanced scorecards and KPIs. It includes the following sections:

n Navigating Scorecards on page 2-2

n List of Scorecards on page 2-2

n Balanced Scorecard Main Views on page 2-5

n Tree View on page 2-5

n Scorecard View on page 2-7

n Strategy Map View on page 2-9

n Detailed View on page 2-12

n Custom View on page 2-14

n Using Alarm Colors to Interpret Results on page 2-17

n Key Performance Indicator Page on page 2-21

n Indicator Graph Types on page 2-27

n Single Bar Trend Graph on page 2-28

n Multiple Series on page 2-30

n Comparison Graphs on page 2-31

n Other Indicator Types on page 2-36

ecard 2-1

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Navigating Scorecards

Navigating Scorecards Multiple scorecards may exist for each organization and responsibility. If you have access to more than one scorecard, multiple levels of scorecards are displayed in the List of Scorecards view. The scorecards will appear in tabbed format, if there are a small number of scorecards, or in list format, if there are a large number of scorecards.

Each level in the List of Scorecards view represents a unique scorecard, defined for a separate organization, function, perspective, or other logical entity. You can view futher details for a scorecard by selecting the scorecard in the List of Scorecards view and then selecting one of the Balanced Scorecard Main views: tree view, strategy map view, scorecard view, detailed view, or a custom view.

See also:n List of Scorecards

n Balanced Scorecard Main views

List of Scorecards The List of Scorecards view is mainly navigational. From this view you can choose a particular scorecard with which to start your analysis.

Once you choose a scorecard from the list and identify where you want to focus, you can choose one of the Balanced Scorecard Main views to view the content of the selected scorecard.

In the List of Scorecards view, all of the scorecards that have been defined and assigned to your particular responsibility appear.

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Navigating Scorecards

Figure 2–1 Multiple Scorecard Display

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Navigating Scorecards

See also:n Balanced Scorecard Main Views

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Balanced Scorecard Main Views

Balanced Scorecard Main Views Once you select a particular scorecard from the List of Scorecards view, there are five balanced scorecard views that you can choose from:

n Tree view

n Scorecard view

n Strategy Map view

n Detailed view

n Custom views

You can use these views to navigate throughout Balanced Scorecard.

The views represent the same set of KPIs and indicator groups in different graphical forms. Each view may represent different data and use a different layout, depending on how the views were defined in the Balanced Scorecard Architect.

To switch between views, do the following:

n In the show field, choose a view from the drop down list.

See also:n List of Scorecards

n Using Alarm Colors to Interpret Results

Tree View The tree view displays the indicators that define your organization’s strategy as a list. Indicators are organized into logical groups representing perspectives or defined strategic objectives. Indicators appear as a list under each group heading and each indicator has a colored alarm that indicates the status of the indicator.

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Balanced Scorecard Main Views

Figure 2–2 Tree View

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Balanced Scorecard Main Views

In the tree view for ABC Company scorecard, each indicator belongs to a group that may represent an objective or perspective with the associated indicators.

See also: n Using Alarm Colors to Interpret Results

n Scorecard View

n Strategy Map view

n Detailed Map view

n Custom views

Scorecard View The scorecard view displays the indicators that define your organization’s strategy. Indicators can be organized by any logical group, such as perspective or objective, and are displayed in horizontal boxes. A box can include one or multiple indicators. The scorecard designer can arrange the boxes in any position on the screen, so that the scorecard can better represent the strategy flow.

If you select a specific indicator, Balanced Scorecard displays a graph of trend or comparison data associated with that indicator. You can have consultants customize the scorecard view in BSC Architect.

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Balanced Scorecard Main Views

Figure 2–3 Scorecard View

The above figure shows the scorecard for ABC company in the scorecard view. This view can be fully customized. You can select the number of indicators per group and how the organization needs to define the strategy. The groups can be defined as strategic objectives, perspectives, or any grouping that better represents the strategy.

See also: n Using Alarm Colors to Interpret Results

n Tree view

n Strategy Map view

n Detailed Map view

n Custom views

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Balanced Scorecard Main Views

Strategy Map View Similar to the Scorecard view, the Strategy Map view the figure below, displays the Key Performance Indicators for a specific scorecard. These KPIs are typically organized by perspective (the column), and the KPI cause-and-effect relationships—represented by the lines and arrows connecting the KPIs. The background color for each KPI can be modified and coordinated with other KPIs to show which strategic objective each KPI supports. In the following figure, the KPIs have been organized by four Balanced Scorecard perspectives: Learning and Growth, Internal Process, Customer, and Financial (the columns). During design and implementation, the KPI background colors can be customized to correlate them with strategic objectives. Such color-coding is very useful, because the user can see how KPIs that span multiple perspectives can support a single strategic objective.

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Balanced Scorecard Main Views

Figure 2–4 Strategy Map View

See also: n Using Alarm Colors to Interpret Results

n Tree view

n Scorecard view

n Strategy Map view

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Balanced Scorecard Main Views

n Detailed Map view

n Custom views

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Balanced Scorecard Main Views

Detailed View The detailed view displays the list of indicators that are associated with the scorecard. In the detailed view, the indicators are organized according to the perspectives, strategic objectives, or groups and show the underlying data for the indicator: Actual, Benchmark, Variation, and Percent of Plan. The detailed view facilitates your ability to interpret how the colors are calculated for each indicator.

Note: In the Detailed view, if an indicator color is defaulted in the Comparison Graph, the fields that describe the indicator may appear blank. This issue occurs because in a Comparison Graph, the color can be expressed as a color condition, not as a numeric figure.

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Balanced Scorecard Main Views

Figure 2–5 Detailed View

See also: n Using Alarm Colors to Interpret Results

n Tree view

n Scorecard view

n Strategy Map view

n Detailed Map view

n Custom views

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Balanced Scorecard Main Views

Custom View The Custom view is a different graphical representation of your scorecard, and can contain any graphic design that represents the strategy. The graphic representation is done by the scorecard designer in KPI designer. This view usually contains an image, previously imported to the system, from any graphic design application. It may contain text imported with the image, image objects, logos, etc. You can find hot spots or active links within the image, representing your Key Performance Indicators. You can click on these links to go and review the KPI performance, as you do in other views. Each indicator will have an associated alarm color, as in other views.

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Balanced Scorecard Main Views

Figure 2–6 Custom View

See also: n Using Alarm Colors to Interpret Results

n Tree view

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Balanced Scorecard Main Views

n Scorecard view

n Strategy Map view

n Detailed Map view

n Custom views

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Balanced Scorecard Main Views

Using Alarm Colors to Interpret Results Balanced Scorecard uses color coding to flag variances between actual and plan data throughout the application, particularly in the following windows:

n Main views:

n Tree view

n Scorecard view

n Strategy Map view

n Detailed Map view

n Custom views

n Comparison graphs

n Cause and effect matrix

You can use these colors to quickly assess the magnitude of any variance, and to identify particular data sets for further analysis. You can typically choose any color-coded item to drill down to a more detailed view, or to a comparison graph, whichever is more appropriate to the nature of the data. You may also be able to use a color-coded cause-and-effect matrix.

Default Colors Default colors are defined during the Balanced Scorecard implementation for your organization. The table below illustrates typical default color definition.

Table 2–1 Typical Default Alarm Colors

ColorTolerance Level Examples Meaning

Green Greater than 100% Acceptable Performance: Actual data meets or exceeds plan data.

Yellow From 81% to 100% Marginal Performance: Actual data is less than plan data, but within a tolerable range.

Red Less than 81% Unacceptable Performance: Actual data is less than plan data, and beyond a tolerable range.

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Balanced Scorecard Main Views

The typical default colors and symbols that represent the performance of an indicator are:

Figure 2–7 Alarm Boxes

The symbols, as well as the colors, represent whether the performance is unacceptable (Red with Cross), Marginal (Yellow with warning), or Acceptable (Green with checkmark).

Additional Notes about Alarm Colors The alarm colors in Balanced Scorecard denote when, and by what margin, a value in the Scorecard deviates from the planned value.

Several factors influence the color calculation:

n The definition of trigger values (and percent deviation from these values)

n How the default analysis option is defined (monthly or year-to-date)

n How dimension properties are defined (all, comparison, key value)

n How the color method is specified (target met above plan, target met below plan, or target met between ranges)

n Stage of the System: Production or Prototype color

n User-customization of default colors (other than red, yellow and green)

n If BSC contains KPIs that are updated with actual at different times, the alarm colors will reflect these different actual periods.

n If a KPI has several periodicities, the alarm color will be based on the default Periodicity.

n KPI Alarm colors are always calculated on actual data vs. the plan or budget benchmark.

n When no benchmark data has been loaded for a KPI, its default alarm color is Dark gray.

n When having a benchmark is not appropriate for a KPI, the default view color will be light gray.

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Balanced Scorecard Main Views

Color Alarm Calculation by Type of Indicator There are several factors that determine the alarm color calculation, depending on the type of indicator. For detailed information, see: OBSC Administration Guide-Alarm Colors. The basic idea is:

For trend graphs: If the default setting for a KPI is a trend graph, then the alarm color is cal-culated by taking the current month's actual data, versus the plan for the first dimension and default analysis option combination. The system then uses the color trigger percentages to calculate the color.

See Also:n Single Trend Bar Indicator

n Multiple Series Trend Graph.

For comparison graphs: If the default setting for the indicator is a comparison graph, then the color is determined by using the color trigger percentages to calculate a separate color for each dimension value (each bar on the comparison graph) for the default analysis option combination of the comparison dimension.

For default alarm colors in the main views, the colors are reported as follows:

n If any dimension value is red, the KPI color on the main panel is red.

n If any dimension value is yellow and not red, then the KPI color is yellow.

n If all dimension values are green, then the color is green.

See Also:n Comparison graphs

Color for simulation trees: If the default setting for the indicator is a simulation tree, the color is determined by comparing actual to planned performance for a specific node of the tree, defined as default in the design stage.

See Also:n Simulation Tree

Color for profit and loss: If the default setting is a Profit and Loss KPI, the color represented in the main views is the one corresponding to the result account, which is usually net profit/loss or net income.

See Also:n Profit and Loss

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Balanced Scorecard Main Views

The Balanced Scorecard Administrator can adjust alarm tolerance levels and alarm colors by indicator, according to the organization’s preferences. See: Oracle E-Business Intelligence Balanced Scorecard Administration Guide.

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Key Performance Indicator Page

Key Performance Indicator Page In a particular Scorecard you are analyzing, you will find key performance indicators organized by different criteria, such as Objectives, Perspectives, or any other organization that represents your strategy. Each key performance indicator has a page that gives you multiple analytical options. These options allow you to understand the performance of multiple measurements associated to the indicator, information related to the indicator, and cause and effect relationships, without leaving the page.

There are different types of indicators.

Indicator Graph Typesn Single Trend Bar Indicator

n Comparison Graphs

n Bar Graphs

n Pie Charts

n Multiple Series

Other Indicator Typesn Simulation Tree

n Profit and Loss

Each type of indicator presents the information about the key performance indicator in a different way; however, the structure of the indicator page remains the same.

See also:n Indicator Page Structure

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Key Performance Indicator Page

Indicator Page Structure The following is a list of the elements available on the Indicator Page.

n Common Elements

n Global Buttons

n Indicator Menu Bar

n Breadcrumbs

n Indicator Title

n Indicator Subtitle

n Last Update

n Data Elements

n Indicator Graph

n Line Below Graph

n Data Table

n Menu Bar Elements

n Cause and Effect

n Information

n Assesssment

n Collaboration

See also:n Key Performance Indicator Page

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Key Performance Indicator Page

Figure 2–8 Complete Indicator Page

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Key Performance Indicator Page

Common Elements on the Indicator PageThe following is a list of the common elements that appear on each Indicator page.

Global ButtonsThe following figure shows the global buttons that appear at the top of every Balanced Scorecard window.

Figure 2–9 Global Buttons

These buttons provide navigation support.

n Return to Portal: Returns to the portal defined for you where all your customized views and applications are available

n Help: Opens a new window that displays help text relevant to the active window.

Indicator Menu BarThese sections, which are located in your indicator menu bar, enable you to navigate to the other sections related to the indicator, such as Cause and Effect, Related Information, Assessment, and Collaboration.

BreadcrumbsBreadcrumbs are used to reflect hierarchical navigation. As the user moves through hierarchical content, or "drills down" through navigation levels to more content and/or functionality, the breadcrumbs track the navigation. This type of hierarchical relationship can be seen in the example below of a situation where a user is into an Indicator called Sales Growth, located in the ABC Company Tab which is contained in the List of Scorecards:

Figure 2–10 Breadcrumbs

There are variations of this hierarchy for special cases, such as Simulation Tree and Profit

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Key Performance Indicator Page

and Loss. In these variations the breadcrumbs display an additional level, such as the corre-sponding Node of the tree, or the Account in the Profit and Loss.

Indicator TitleThe indicator name is displayed at the top of the window. Example: Sales Growth.

Indicator SubtitleThe indicator subtitle further defines the Title. Example: These are total sales figures in Dollars.

Last UpdateLists the last time the data for the indicator was updated. Example: Data as of September 10, 2000.

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Key Performance Indicator Page

Indicator Graph When you select an indicator from any of the views, such as: Scorecard view, Detailed view, Tree view, Custom view or Strategy Map view, Balanced Scorecard drills down to the indicator’s underlying performance data and displays the actual and plan data for the indicator.The following figure shows a typical indicator graph with a bar chart.

Figure 2–11 Indicator Graph

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Key Performance Indicator Page

In the preceeding figure, the indicator graph shows the Sales Growth KPI charted for a twelve-month plan period (bars), plotted against benchmark enabled, which in this case is the Budget (line). The analysis options, in bold, confirm that the data basis of the chart are Sales of Beers in Units—for all product lines

In the application the bars are keyed by a color legend, and the trend lines are keyed by symbol.

The actual data bars have darker colors; lighter colors represent plan (forecasted) data. In the preceeding figure, actual data is displayed through September, with forecast data displayed from October through December. You can change the data content of the display by changing the analysis options using the radio buttons or check boxes available to display other related measures, data series, different periods, calculations, comparative benchmarks, and other display options.

See also:n Indicator Graph Types

n Indicator Graph Analytical Panel

Indicator Graph Types An indicator can be displayed in different views. The following is a list of possible indicator views:

n Single Trend Bar Indicator

n Multiple Series

n Comparison Graphs

n Bar Charts

n Pie Charts

n Other Types of Indicators

n Simulation Tree

n Profit and Loss

The characteristics of each type of indicator are described in detail in this chapter.

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Key Performance Indicator Page

Single Bar Trend Graph Single bar trend graphs plot data over time. The typical trend graph displays actual information for a single series of data (bars) compared with one benchmark data (line) for an specified period, such as Monthly, Quarterly, or any other periodicity defined in the design mode. The single bar graph has one actual or forecasted data bar per time period, with the associated benchmark data plotted in one or more trend lines.

Note: You can navigate from Trend to Comparison, and from Comparison (Bars or Pies) to Trend, by just clicking on a bar or pie section. For example, when you click on a Trend Bar for an specific period, you will get the comparison graph for that specific period, for the default dimension. In the same way, when you click on a Comparison Bar or Pie Slice for a specific dimension value, you will get the trend graph for that specific value.

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Key Performance Indicator Page

Figure 2–12 Single Bar Trend Graph

The KPI called Sales Growth is charted for a twelve-month period, showing actual sales (the solid bars from January to September), projected actual sales (Gradation bars, from October to December), and the sales plan by month (the trend line). The selected analytical options confirm that the basis of the chart is monthly Sales for Beers in Units for all products and brands plotted against Budget.

The vertical bars are shaded to differentiate between actual data (the darker bars) and forecast data (the lighter bars).

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Key Performance Indicator Page

Multiple Series Multiple series graphs plot series of multiple trend data in lines or bars over time. Additionally, there is one trend line for each benchmark. The trend bars and lines are color coded, with a color key displayed as a legend below the chart; each line is also keyed by symbol.

Figure 2–13 Multiple Series Trend Graph

The Indicator Sales Growth is charted for a six-month plan period, showing the actual number of several series grouped under the analysis called "Drivers". The three series represented in the graph are: Market Share, % of Availability, and Sales. The analytical options confirm that the basis of the chart is monthly.

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Multiple series of actual data can be represented as bars, lines, stack bars, or area, depending upon the configuration chosen during design and implementation. In all cases, benchmarks are represented by lines. For stack bars, all actual data series are stacked (one on top of the other), and compared with benchmark lines.

Comparison Graphs Comparison graphs show a comparison of the elements contained in the Data Dimension (View By) options for a single period, and can be viewed as the following graph types:

n Bar Graphs

n Pie Charts

n Actual

n Actual and Plan

To switch from Comparison Bars to Pies you can use the drop-down box called " Graph Type" located on bottom of your analytical panel of the graph. The options available in this drop-down are: Bars in Comparison, Pie-Actual, and Pie-Actual and Plan.

Note: You can go directly from a trend graph or multiple series to a comparison graph by just clicking on the bar. This action will bring a comparison for the selected month. For the particular series selected.

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Key Performance Indicator Page

Bar Graphs A bar graph format is used in the following figure to chart sales dollars for the Sales Growth KPI by product line for the month of June. The analytical options confirm that the basis of the chart is comparative June sales dollars by product line. Note that the actual data bars (one for each product line) are color coded to identify which product lines meet or fail to meet the plan.

Note: You can go directly from comparison to a trend graph by just clicking on the bar. This action will bring a trend graph for the bar value you select.

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Key Performance Indicator Page

Figure 2–14 Comparison Bar Graph

Pie ChartsPie charts compare the elements of data dimensions for a single period, and can be displayed in the following formats:

n Actual data only

n Actual and plan data

When you select a segment of actual data in a pie chart, the trend graph appears. The trend graph displays information about the selected dimensions.

Pie charts are only valid in the following modes:

n Comparison mode

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Key Performance Indicator Page

n Comparison mode with Contribution calculation selected

n Comparison mode with Year-to-date calculation selected

n Comparison mode with Quarter-to-date calculation selected.

There are no pie charts in trend, profit and loss, or simulation tree graphs. Whenever a pie chart is displayed, it disables all calculation options except for:

n Contribution

n Year-to-date

n Quarter-to-date

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If you select other calculation options, the pie chart is disabled.

Pie Chart Actual Data: The following figure shows actual data only.

Figure 2–15 Pie Chart (Actual Data)

Note that sales dollars for the Sales Growth KPI are charted by product line for the month of June. The analytical options confirm that the basis of the chart is comparative June sales dollars by product line. Each product line is represented by color, which is described in a legend at the bottom of the pie chart.

Pie Chart Actual and Plan Data: The following figure shows two comparative pie charts, one with plan and the other with actual data.

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Key Performance Indicator Page

Figure 2–16 Pie Chart with Actual and Plan Data

In this example, sales dollars for the Sales Growth KPI is charted by product line for the month of June. The analytical options confirm that the basis of the chart is comparative June sales dollars by product line. Each product line is represented by a color, which is described in a legend at the bottom of the chart. Note that the same underlying data is shown, but it also includes the plan data.

Other Indicator TypesOther indicator types are as follows:

n Simulation Tree

n Profit and Loss indicator

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Key Performance Indicator Page

Simulation TreeThis section includes the following subtopic.

n How to Use a Simulation Indicator

The simulation tree lets you simulate performance of a key performance indicator or vari-ables related to a key performance indicator. This tool enables you to create multiple quanti-tative "what-if" scenarios to simulate how to improve the performance of key indicators or objectives. The figure below displays the components of a key performance indicator called ROE (Return On Equity) and their relationships, and is structured to show relative changes when individual components are changed (in simulation). Each box represents a measure that is driven by a formula set or part of a formula that affects the main result. A change in one measure can effect other measures in the tree. You can change a component by entering a value in the box to increase or decrease the value; the other components reflect the change, and their respective alarm colors adjust accordingly.

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Figure 2–17 Simulation Tree

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You can also select a single component to display an associated trend data chart by clicking on the tree node.

Figure 2–18 Simulated Associated Trend Data

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Key Performance Indicator Page

How to use a simulation indicator: 1. From a main view, select an appropriate indicator or objective. A data simulation

window appears.

2. Change the values for any measure that has a value displayed. Choose the Enter or Apply buttons to apply your changes. The changes are automatically reflected on other related measures, for example, the alarm colors change. In this example, the return on equity, which is the root node or main result, changes as well.

3. Continue to adjust the values and view the resulting changes. Notice that the values that you enter are not incremental. This means the value is always calculated over the base amount. Once you adjust your values, choose the Enter or Apply button.

4. To print your simulation, choose the Print Graph button and then select the Print menu option from your browser.

5. To reset the simulation, choose the Reset button. This will reset all values to the original status before you started your simulation.

6. Notice that your simulation will not be saved after you exit the indicator.

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Key Performance Indicator Page

Profit and Loss IndicatorBasically, this type of indicator is used to represent financial accounts in comparison, and to see how each one of the accounts contributes (adds or subtracts) to/from the main result, which is usually a Net Profit or Net Income account.

The example graph displays floating bars that usually start with a main income account. Then, depending on how the following account affects the result (positively or negatively), the position of the floating bar will start adding or subtracting from the previous bar. In this way, you can always read the partial result of the income, reading the value ranges in each account.

The profit and loss graph, as with other comparison graphs, represents a specific period of time. However, you may want to analyze past or forecasted periods using the Period drop down available in this graph. You also can analyze the profit and loss by the dimensions defined, or display calculations, such as variation, percent, year to date, or vertical analysis, that provide information about how much each account contributes in percentage to the net income or net profit result.

In this indicator, the first graph represents the summary profit and loss, but you can drill down to analyze each one of the account's trends just by clicking on the corresponding bar. When you click on a bar for any account, you will obtain a single bar trend graph that dis-plays the account's trend, compared to the budget for the periods defined.

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Figure 2–19 Profit and Loss

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Key Performance Indicator Page

The analytical options confirm that the basis of the chart is September amounts for all accounts. Note that the data bars (one for each account) are color coded to identify which accounts exceed the alarm tolerance levels. You can display the underlying amounts by pass-ing your mouse cursor over each bar as indicated in the Other Income and Expenses account in the preceding illustration. The first data bar typically represents a revenue account, such as Sales, while the last bar typically represents net profit—derived from the bars that precede it. In this example, the Net Profit amount is equal to the Revenue amount, less the Costs, plus the Other Income and Expenses amount.

Analytical PanelThe analytical panel, located on the left side of the indicator graph, provides several analysis options that you can use to analyze KPI performance.

The following is a list of the analysis options available to you:

n Measures

n Periodicity

n Calculations

n Data Series

n Benchmarks

n Data Dimensions (View By)

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Key Performance Indicator Page

Table 2–2 The Analytical Panel

Measures let you analyze performance using different metrics associated with indicators or objectives. Used in conjunction with data dimensions and benchmarks, they provide a more detailed view of related data.

Periodicity Options let you choose the period frequency being displayed.

Calculation Options let you analyze indicators or objective performance against a selected benchmark. In this example you can select year-to-date, variance from plan, or percent analysis.

Data Series Options let you choose the data population to be displayed. In this example, you can display Sales, or Percentage of Availability.

Benchmarks let you choose the baseline against which actual data is plotted or compared. In this example, you can plot actual data against budget, plan, previous year, competition, or industry average baseline data.

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Measures Use Measures in the Performance region to select different metrics associated with the indicator or objective. You can choose different measures for analysis including Sales, Beers in Units, or other measures such as Market Share or Drivers. The selected measures are indicated by bold type.

Table 2–3 The Analytical Panel: Measures

Measures let you analyze performance using different metrics associated with indicators or objectives. Used in conjunction with data dimensions and benchmarks, they provide a more detailed view of related data.

Periodicity Options let you choose the period frequency being displayed.

Calculation Options let you analyze indicators or objective performance against a selected benchmark. In this example you can select year-to-date, variance from plan, or percent analysis.

Data Series Options let you choose the data population to be displayed. In this example, you can display Sales, or Percentage of Availability.

Benchmarks let you choose the baseline against which actual data is plotted or compared. In this example, you can plot actual data against budget, plan, previous year, competition, or industry average baseline data.

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Key Performance Indicator Page

Periodicity Use Periodicity options to choose the time period frequency of the indicator or objective. Time periods, configurable during the design and implementation phase, can be daily, weekly, monthly, quarterly, semiannually, or annually. A comparison graph only displays one period, while a trend graph always displays a trend for the total number of time periods (for example, if the time period is monthly, 12 periods would be displayed).

Table 2–4 The Analytical Panel: Periodicity

Measures let you analyze performance using different metrics associated with indicators or objectives. Used in conjunction with data dimensions and benchmarks, they provide a more detailed view of related data.

Periodicity Options let you choose the period frequency being displayed.

Calculation Options let you analyze indicators or objective performance against a selected benchmark. In this example you can select year-to-date, variance from plan, or percent analysis.

Data Series Options let you choose the data population to be displayed. In this example, you can display Sales, or Percentage of Availability.

Benchmarks let you choose the baseline against which actual data is plotted or compared. In this example, you can plot actual data against budget, plan, previous year, competition, or industry average baseline data.

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CalculationsThe Calculations section displays the calculations available for the selected indicator or objective. Calculation options let you analyze performance compared with a benchmark or other criteria defined during the implementation for your organization.

You can select multiple calculations at the same time, as long as they are consistent between them. For instance, you may select simultaneously Variation, Percent, and Year to Date, which will give you the Year to Date variation in percentage. However, it is not consistent to select percent and growth at the same time, or Year To Date and Year to Date growth. The Balanced Scorecard Viewer validates those cases, and will enable or disable the appropriate boxes to select.

The following is the list of calculations you can define for your KPI:

Table 2–5 The Analytical Panel: Calculations

Measures let you analyze performance using different metrics associated with indicators or objectives. Used in conjunction with data dimensions and benchmarks, they provide a more detailed view of related data.

Periodicity Options let you choose the period frequency being displayed.

Calculation Options let you analyze indicators or objective performance against a selected benchmark. In this example you can select year-to-date, variance from plan, or percent analysis.

Data Series Options let you choose the data population to be displayed. In this example, you can display Sales, or Percentage of Availability.

Benchmarks let you choose the baseline against which actual data is plotted or compared. In this example, you can plot actual data against budget, plan, previous year, competition, or industry average baseline data.

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Key Performance Indicator Page

n Variation: The Variation option displays the amount by which actual data varies from the selected plan or benchmark; this indicates how much you need to improve actual performance to meet plan. In comparison data displays, using the Variation option helps to identify:

n Relative performance between two cases

n Relative contribution or size of the effort made compared with the benchmark

n Where the biggest impact is coming from, and where you have opportunities for growth

n Data Variation: This calculation is used for multiple bar indicators. It calculates the amount of variation between any two series in the same period.

n Percent: The Percent option displays actual data as a percentage of the current benchmark, providing you with an indication of relative performance.

n Growth: Shows the percentage change between the preceding period and the current period.

n YTD Growth: Compares the current period versus the last period of the previous year (final results for the previous year). For example, March 1999 is compared with October 1998, the last fiscal month of the previous year.

n YTY Growth: Calculates the growth between the current period versus the same period in the previous year.

n QTD: Results for the quarter-to-date.

n YTD: The Year-to-Date option displays cumulative actual data throughout the year, instead of incremental, monthly values for each data bar, compared with your selected benchmark data. The January data bar, for example, displays only January actual data, but the February data bar displays January plus February actual data. The YTD option helps you analyze:

n Cumulative results for the current year compared with your benchmark.

n Annual trend.

n Cumulative gap or excess compared with your benchmark.

n For comparison data displays, the YTD option helps you identify (i) possible problems not readily detectable by viewing monthly results in isolation, (ii) perspective for an entire period, and (iii) the extent to which monthly results impact annual results.

n Contribution: The Contribution option displays the percentage contributed by each data dimension element (See: Data Dimensions (View By) on page 2-52).

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n To Complete: This option calculates how much the actual data must improve to meet the cumulative benchmark. The difference between the cumulative actual data for the year and the cumulative benchmark amount is distributed equally over the remaining periods, thus adjusting the remaining benchmark data for the year. This defines what must be accomplished to meet the original benchmark by year-end.

n Moving Average: This option displays the moving average of the last twelve months, providing a smoothed trend that eliminates seasonal variation. This is particularly useful in analyzing consistent trends and measuring real improvements in performance.

Data SeriesThe Data Series options enable you to select separate data series for each measure. You can display sales and percentage of availability, or both of these, and plot them against several benchmarks. Data Series options can also be used to show data correlations among multiple trend lines (for example, plotting advertising against sales to see if they are related).

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Key Performance Indicator Page

Use the following steps to access the available data series:

1. Identify if any of your measures have associated data series. You will notice that the data series section will only appear for those analysis in which data series is available.

2. Enable check boxes to each data series you want to display at the same time in the graphic.

BenchmarksThe benchmark options let you compare actual data with one or more user-customized benchmarks. You can select Plan, Previous Year, Competition, and Industry Average—or all of these. The default benchmark is the plan, or budget, which is always driving the color of the indicator.

Table 2–6 The Analytical Panel: Data Series Options

Measures let you analyze performance using different metrics associated with indicators or objectives. Used in conjunction with data dimensions and benchmarks, they provide a more detailed view of related data.

Periodicity Options let you choose the period frequency being displayed.

Calculation Options let you analyze indicators or objective performance against a selected benchmark. In this example you can select year-to-date, variance from plan, or percent analysis.

Data Series Options let you choose the data population to be displayed. In this example, you can display Sales, or Percentage of Availability.

Benchmarks let you choose the baseline against which actual data is plotted or compared. In this example, you can plot actual data against budget, plan, previous year, competition, or industry average baseline data.

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Key Performance Indicator Page

Table 2–7 The Analytical Panel: Benchmarks

Measures let you analyze performance using different metrics associated with indicators or objectives. Used in conjunction with data dimensions and benchmarks, they provide a more detailed view of related data.

Periodicity Options let you choose the period frequency being displayed.

Calculation Options let you analyze indicators or objective performance against a selected benchmark. In this example you can select year-to-date, variance from plan, or percent analysis.

Data Series Options let you choose the data population to be displayed. In this example, you can display Sales, or Percentage of Availability.

Benchmarks let you choose the baseline against which actual data is plotted or compared. In this example, you can plot actual data against budget, plan, previous year, competition, or industry average baseline data.

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Key Performance Indicator Page

Data Dimensions (View By)Data dimension boxes appear at the top of all indicator graphs. These dimensions let you analyze different views of the indicator or objective using a particular criteria, depending upon the mix of measures selected.

Figure 2–20 Data Dimensions

You can either select a dimension item to see its particular trend, or ALL to see the overall result, or COMPARISON to see a comparitive view of all dimension values.

If you select Comparison for all products, for example, Balanced Scorecard displays a comparative graphic chart that compares each product (such as, Lite Beers, Premium Beers, Seasonal Brews) for a single time period.

Note: You cannot select multiple Comparison values concurrently. For example, you can elect to compare all products or all brands—but you cannot select two dimensions in Comparison at the same time.

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Using Other Indicator and View O

3

Using Other Indicator and View Options

This chapter describes how to use other Oracle Balanced Scorecard functions in the indicator page and views. It includes the following sections:

n Using the Indicator Page on page 3-2

n Line Below Graph/Information Line on page 3-2n Data Table on page 3-5n Cause and Effect Matrix on page 3-9n Information on page 3-10

n Assessments on page 3-25

n Collaboration on page 3-28

n Using Other Options on page 3-33

n Print Options on page 3-33n View By on page 3-40n Export to Excel on page 3-44n Viewport on page 3-47n Hide/Show Forecast on page 3-50n Other Navigational Links on page 3-52

n Indicator Graph Portlets on page 3-52

ptions 3-1

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Using the Indicator Page

Using the Indicator PageThis section describes how to use the following features on the Indicator page.

n Line Below Graph/Information Line

n Data Table

n Cause and Effect Matrix

n Related Links

n Information

n Assessments

n Collaboration

Line Below Graph/Information Line Single or Multiple series trend graphs also contain a line that presents summarized information for the last updated period in the graph. This line helps you quickly interpret the data in the graph, because you do not have to drill down to the underlying table to find the data. It also presents the variation and percent calculations for the data, which you can use to determine if you are either achieving or not reaching your goals for each data series that is represented on the graph.

n Interpreting the information line on a graph

n Interpreting information lines for multiple data series

n Changing the content of the information line

The line is updated dynamically every time you select an indicator option. The information presented on the line always corresponds to the last period of data for the selected indicator options (measures, data series, dimension, and periodicity).The following figure shows an example of an Indicator graph and the information line.

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Using the Indicator Page

Figure 3–1 Information Line Below Graph

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Using the Indicator Page

Interpreting the information line on a graph To display an information line, in the Indicator graph page, choose an analysis option. The following information appears on the line below the graph.

n Actual: Last actual data for the selected indicator options. The actual figure for the last period displayed in the indicator graph.

n Benchmark: Benchmark data corresponding to the last period displayed in the graph.

n Variation: Difference between the actual and benchmark data selected.

n Percent: Actual data divided by Benchmark data, expressed as a percentage of the benchmark selected.

n Last Period: The last actual period displayed in the Indicator graph for the analysis selected.

Interpreting information lines for multiple data series When there are multiple data series selected, several lines will appear in the graph; one per series. The lines will show the actual data, benchmark data, variation, and percent for the last period for each series.

Changing the content of the information lineThe information line will update dynamically when you make the following changes:

n Analysis Options

n Data Series

n Dimensions (except the Comparison dimension)

n Periodicity

n Calculations

n Benchmarks

The Information Line will not appear if:

n Comparison graph is selected

n Pie Chart is selected

Important: If this is the first time you have selected the indicator, the line will summarize the data for the default analysis that drives the color of the indicator.

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Using the Indicator Page

The information line shows only actual and last period data in the following cases:

n Two or more benchmarks are selected

n The analysis does not have Plan defined and there is no other benchmark selected.

Data Table This section includes the following subsections:

n Hiding or showing the table

n Showing the full data table

n Linking to the comparison graph from the data table

The Data Table in an indicator includes all the underlying data for actual analysis options, and benchmarks selected in the graph. The table appears below the graph, so you can use the scroll bar to see the table.

There are 2 columns at the left, indicating which periods are actual and which are forecast (budget) data.

Note: The information line does not display variation and percent if there is no variation and percent defined for the analysis.

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Using the Indicator Page

Figure 3–2 Data Table

Hiding or showing the tableYou can hide or show a particular table by clicking on the Show Table or Hide Table hypertext link in the upper right-hand corner above the table to show or hide a particular table.

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Using the Indicator Page

Showing the full data tableIf the number of periods displayed in the table is more than twelve, the KPI table shows only the first twelve. To see a full table, choose the Show Full Table hypertext link to go to a new page that displays the entire table.

Note that to see the full data table, you must use the scroll bar.

Link to the comparison graph from the data tableYou can use the hypertext links in the table to view the comparison graph for the indicator for the selected period. For example, if you choose the hypertext link in the Month region, the comparison graph for the period March appears. This graph compares the default dimension values for the indicator.

Note that to see the full data table, you must use the scroll bar.

See Also:n Comparison Graph

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Using the Indicator Page

Figure 3–3 Comparison Graph Link

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Using the Indicator Page

Cause and Effect Matrix Cause and Effect indicators show how KPIs are related. Cause indicators are the KPIs that directly or indirectly affect the performance of a reference KPI. Effect indicators are the ones that directly or indirectly are affected by the reference KPI. Cause and Effect indicators are defined during the Balanced Scorecard implementation to reflect how your organization’s strategic goals and indicators are related. The Cause and Effect Matrix provides an overview of why the goals are achieved or why they are not. The matrix shows how the various indicators impact one another.

Figure 3–4 Cause and Effect Matrix

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Using the Indicator Page

InformationThe Information functionality is available for all users who access the Balanced Scorecard Viewer. It provides the capability to enter qualitative information about the indicator or strategic objective that complements the underlying quantitative information.

There are several categories of information that are related to indicators or objectives. These categories are:

n Definition

n Formulas

n Strategy

n Action Items

n Indicator Owner

n Related Links

n Color Alarm Information

Each of these categores gives users intrinsic information about the indicator or objective, enabling the user to find out the business purpose or strategic intent behind the indicator or objective. In theory, these information categories are not updated frequently. Ideally, the system administrator, or key people with the Balanced Scorecard Manager responsibility, should be the central point of contact for any changed to this type of information.

When you choose any of the links in the Information section, a separate browser window appears.

Figure 3–5 Information Links

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Using the Indicator Page

DefinitionUse the Definition window to document the definition of a key performance indicator or strategic objective, or to expand the definition of how the indicator works, with an emphasis on why it is important, what it means, and what the related performance drivers are. You can also describe the use of the associated measures, dimensions, benchmarks, alarm tolerance levels, or other components.

Figure 3–6 Definition Window

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Using the Indicator Page

Updating DefinitionsTo update a definition, click on the "Update" button available in the Definition window. The following window appears to enter the definition.

Figure 3–7 Update Definitions Window

Once you finish entering your definition, you can click the Apply button to save changes or the Cancel button to exit without saving.

Note: To ensure consistency and to avoid multiple users changing structural definitions, KPI definition information can only be updated by users with Balanced Scorecard Manager responsibility.

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Using the Indicator Page

FormulasUse the Formulas window to enter or document formulas used by an indicator or measure, or to describe how to interpret the formulas used. Note that you can access this window at any time during navigation to understand what formulas are defined for an indicator.

In general you can use this window to describe, in detail, each of the measurements that are associated with the indicator. Even if there is no a complex formula behind an analysis option, it is a good idea to include a definition of how the analysis is calculated. You may want to also share administrative details about how the measures are rolled-up from period to period, or about how other properties, such as Average or Sum roll-ups, are used to calculate totals in the application.

Figure 3–8 Formula Window

Note: Formulas should ideally be documented by the administrator or designer that has created the indicator. Formulas can only be updated by users with Balanced Scorecard Manager responsibility.

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Using the Indicator Page

Updating FormulasTo update the formula section, click on the "Update" button available in the Formula window. The following window appears to enter the content of your formula.

Figure 3–9 Updating Formula Window

Once you finish your formula update, you can click the Apply button to save changes or the Cancel button to exit without saving.

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Using the Indicator Page

StrategyUse the Strategy window to explain the strategy for an indicator or strategic objective, or to explain how a KPI relates to your general Balanced Scorecard strategy or the organization's strategic objectives.

In the Strategy window you typically explain how the indicator impacts the general strategy of the company. You may also want to include the main theory behind the indicator's cause and effect, explaining how other indicators impact the indicator or how it can affect other indicators.

Figure 3–10 Strategy Window

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Using the Indicator Page

Updating StrategiesTo update the strategy, click on the "Update" button available in the Strategy window. You will get a new window to enter the strategy information.

Figure 3–11 Updating Strategy Window

Once you finish your strategy update, you can click the Apply button to save changes or the Cancel button to exit without saving.

Note: To update strategy, the user needs to have Balanced Scorecard Manager responsibility. This will avoid multiple users modifying structural information that ideally must be entered by the indicator owner or system administrator.

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Action ItemsUse the Action Items window to define action items necessary to the successful performance of an indicator or objective. Action item information includes a description, due date, budget, resources assigned, or status information. Note that you can cut and paste text and related information from other sources into this window.

Figure 3–12 Action Item Window

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Using the Indicator Page

Updating Action ItemsTo update the action items information, click on the "Update" button available in your main action item's window. The following window appears to enter the action item information.

Figure 3–13 Update Action Items

In the Action Items window, enter the list of action items for the particular indicator you are updating. It may be useful to type additional information about the date in which you update the information, the parties responsible for the action items, and all the relevant information about these tasks.Remember that to access the action items information later as a user, you must navigate to the Related Information Window, and then to the Action Items section.

Once you finish your updating your action items, you can click the Apply button to save changes or the Cancel button to exit without saving.

Note: Action items should be updated by the indicator owner. To update action items users need to have Balanced Scorecard Manager responsibility.

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Using the Indicator Page

Indicator OwnerUse the Owners window to document who is responsible for performance of a particular key performance indicator or objective, along with the duties and responsibilities related to the indicator.

Figure 3–14 Indicator Owner Window

Usually, only one owner is associated with a KPI, but there is no restriction in the Owner's form. If there is more than one owner for a KPI, you may see the update information beside each name. For example, if you have two owners, it is likely that one person owned the indicator in a past period.

Ideally the owner should be the person in charge of updating the qualitative assessment information.

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Using the Indicator Page

Updating OwnersTo update the owner, click on the "Update" button available in the Owner window. The following window appears to enter the owner name.

Figure 3–15 Updating Owner Window

In the Updating Owner window, enter the name of the new owner or owners for the particular indicator you are updating. You can enter the names wherever you want the information to appear. The Updating Owner window enables you to add text anywhere. For consistency, it is recommended that the current owner is listed at the top of the owner list. You can also delete previous entries, if you want. It is also useful to enter additional information about the owner, such as the date the owner name was updated, which indicates the date that the owner took control of the indicator.To access the owner information as a user, you must navigate to the Related Information Window, and then to the Owners section.

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Using the Indicator Page

Once you finish updating your owner, you can click the Apply button to save changes or the Cancel button to exit without saving.

Related Links The related links section enables you to launch predefined URL links that are related to your indicator or objective from the scorecard. These links are configured during design and implementation, and you can have a unique set of links for each KPI.

Use these links to launch an new page that displays your customized URL.

Figure 3–16 Links

The above figure shows links related to a Sales Growth KPI, such as Competition and Strategy, which may provide additional relevant information.

Note: To update indicator owners, you should have Balanced Scorecard Manager responsibility. Usually, the administrator is the indicated person to update this information.

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Color AlarmThe Color Alarm Information section shows the quantitative basis and different factors driving the color of an Indicator or objective.

In this way, when you see a color in an indicator or objective in the main views (Scorecard View, Strategy Map View, and so on), and you want to find out how the color has been calculated, you may want to navigate to the indicator section of the indicator and go to the Color Alarm Information link.

To learn about the different factors that can affect the color of an indicator or objective, see: Using Alarm Colors to Interpret Results.

For single or multiple series indicators defaulted by All or items, the factors affecting the color of the indicator are:

n Default measure

n Default Series

n Default status of dimensions

n Periodicity

n Tolerance ranges & color method defined for the indicator or objective

This information appears in the Default Settings region of the Color Alarm Information window.

Note: If you have URLs configured from KPI designer as custom help links, these links will also appear in this section.

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Figure 3–17 Color Alarm Information

The current values of the default settings that are the base for the color calculation appear in the following region.

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Using the Indicator Page

Figure 3–18 Color Alarm Information Values

For indicators or objectives defaulted in Comparison, the color is calculated in a different way.

To learn about the different factors that can affect the color of an indicator or objective, see: Using Alarm Colors to Interpret Results.

In the case of indicator graphs defaulted in comparison, there are two cases that can influence the color calculation for an indicator or objective:

1. The indicator is seen by default in Comparison but the indicator is specified to color by ALL, meaning the sum of all dimension values in comparison. In this case the color will be calculated by taking the sum (or roll-up defined) of all dimension values for the current monthís actual data, versus the corresponding plan for the default measure.

2. If the default setting for the indicator is a comparison graph and the color method specified is the "least color", the color is determined by using the color trigger percentages to calculate a separate color for each dimension value.

Then based on the color of each dimension value, the overall color for the indicator or objective is reported as follows:

n If any dimension value is red, the KPI color on the main panel is red.

n If any dimension value is yellow and not red, then the KPI color is yellow.

n If all dimension values are green, then the color is green.

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Using the Indicator Page

AssessmentsUse the Assessment window to enter qualitative assessments relating to the performance of an indicator. Assessments complement the quantitative information provided in the form of plan data, actual data, and triggered alarm colors. The following figure illustrates the Assessment window:

The Assessment window allows users to include a new qualitative color assessment and an explanation of why an indicator under-performed, or why its performance was acceptable, despite a quantitative measurement suggesting otherwise.

Although all users can update assessments for any indicator that they have access to, ideally, only the owner of an indicator should update the assessment for that indicator. This way, the owner can share the explanations with other users of the indicator.

You may want to select "No trend or color " for your qualitative assessment so you will find an empty entry that you can use. However, you cannot save your assessment as empty. You must select at least one of the fields, Subject, Assessment or Assessment content before saving.

Note: The maximum size allowed for the Information Window body text is 4,000 bytes. Your information may be truncated if you exceed this limit. This apply for all types of Related Information including: Definition, Strategy, Formula, Action Items and Owners.

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Assessments are authored with your user name, and are identified with information about the periodicity, period, and date. The user can specify the periodicity and period fields in the Compose window.

Use the "Next" button to view additional assessments available in your list.

Composing New AssessmentsTo compose a new assessment choose the "New Assessment" button available in the Assessment window. In the first part of the "Compose Assessment" window you can update the subject, periodicity, and period information for the assessment. These fields are especially relevant for assessments, since the qualitative color applies for a specific periodicity and period.

In the second section of the "Compose Assessment" window you can choose the qualitative status of the indicator using the drop down available. There are three possible status you

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Using the Indicator Page

may choose: Acceptable, Marginal, and Unacceptable. These statuses typically correspond to Green, Yellow, and Red respectively. Choose the appropriate color status to indicate your qualitative assessment.

Then each color or status has a trend. This provides other Balanced Scorecard users with an indication that the indicator is improving, eroding, or staying the same for the designated time period. The status and the trend that are selected will determine the qualitative assessment color that appears in the first column of the Assessment window.

Enter your assessment text in the box available to type information and then choose the Apply button to save your assessment, or choose the Cancel button if you want to close without saving. After applying the changes you will return to the Assessment window.

You may want to select "No trend or color " for your qualitative assessment so you will find an empty entry that you can use. However, you cannot save your assessment as empty. You must select at least one of the fields, Subject, Assessment or Assessment content before saving.

Note: The maximum size allowed for the Information Window body text is 4,000 bytes. Your information may be truncated if you exceed this limit. This apply for all types of Related Information including: Definition, Strategy, Formula, Action Items and Owners.

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Using the Indicator Page

Viewing Assesments

CollaborationAny Balanced Scorecard user with access to a particular indicator can use this window to enter general comments about the indicator which contributes to create a collaboration environment between users that share common KPIs. There is no limit to the scope of such comments, which might include recommended performance improvements, explanations of performance, or any other related information or feedback about the indicator.

The following figure illustrates the Collaboration window.

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Using the Indicator Page

Use this window to enter any comment related to an indicator. Comments should complement the quantitative and qualitative information provided in other windows.

All users can introduce new comments for any indicator that they have access to. This way users can share feedback and valuable information with all other users in the system that see the same indicator.

The comments are authored with your user name, and identified with periodicity, period, and date. The user can specify the periodicity and period fields in the Compose window.

You can use the Next button to view additional comments available in your list.

Composing New CommentsTo compose a new comment click on the New Comment button located in the Comments window.

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Using the Indicator Page

In the first part of the Compose window you can update the subject, periodicity, and period. The subject is especially important for comments. The periodicity and period are secondary, but you may want also to specify if your comment is related to a specific period.

In the second section of the Compose window you can enter the content of your comment. Write your comment text in the box available and then choose the Apply button to save your comment, or choose the Cancel button if you want to close without saving. After applying the changes you will return to the Comment window.

Viewing CommentsOnce the comment is entered and applied, you can view comments by clicking on the "subject" link in the Comment window. The following window will appear.

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Using the Indicator Page

Reply to Existing CommentsWhen you are reviewing existing comments, you have the ability to reply to a comment. This allows you and other users to keep a thread of related comments, similar to an email or electronic bulletin board system. The idea here is to facilitate users to keep track of important comments done for an indicator.

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Using the Indicator Page

To reply to a comment, use the Reply button, available at the bottom of the View Comment window. When you apply your changes you will see your new subject marked with Reply to differentiate it from other comments.

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Using Other Options

Using Other Options Depending on how your Main Views and your Indicator page is designed in the Balanced Scorecard Architect, you may also have the following options available to you:

Options in Main Viewsn Print Page

n View By

Options in Indicator Pagen Print Graph

n Print Table

n Export to Excel

n Hide/Show Forecast

n Viewport

Print OptionsYou can use the Balanced Scorecard print functionality to print your views, indicator graphs, and data tables without HTML-specific content, such as page banners, navigation links, or buttons.

Page banners, link, and buttons are useful if you view information in a web browser; however, if you print information, these HTML-specific elements take up valuable space on the printed page. As a result, Balanced Scorecard provides print buttons which generate new printer-friendly versions of Balanced Scorecard pages that remove the banners, buttons, or other unnecessary spaces that are only needed if you are viewing information in a browser.

Note that even though Balanced Scorecard optimizes the content of the page for printing, you must optimize the format of the page for printing using your web browser’s print options. For example, if you create a custom view that is wider than or longer than your web

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Using Other Options

browser’s default print option, you can adjust your web browser to use a different page orientation (possibly Landscape instead of Portrait orientation) or paper size.

In each page, you have the following print buttons to choose from:

n Printable Page: Use this button to generate a printer-friendly version of a Balanced Scorecard view. You can print all views including: the list of scorecards, the scorecard view, the strategy map view, the detailed view, the tree view, and all Custom Views.

n Print Graph: Use this button to generate a printer-friendly version of the indicator graph.

n Print Table: Use this button to generate a printer-friendly version of the detailed table for a selected indicator.

Each of these print options are explained in detail in the following sections.

Printing a PageYou can print any of the main views, if you have configured them in your Balanced Scorecard system.

Important: Always use your web browser’s Print Preview function to view your Balanced Scorecard information before printing.

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Using Other Options

To print a view, do the following:

1. In the view page, scroll to the bottom of the page and choose the Printable Page button. A printer-friendly version of the view page appears. The following figure shows a sample of the printer-friendly version of the scorecard view.

Figure 3–19 Printer-friendly Version of the Scorecard View

2. Check your web browser’s print options to ensure that the page will print successfully to your printer.

Important: Balanced Scorecard optimizes the content of the page by removing banners, buttons, or other unnecessary spaces. To check the format of the printer-friendly version of the page, check your web browser’s print options before you choose to print. For example, if you have designed the view to be longer or wider than the default print format for your web browser, your page will be truncated, but you can avoid that by changing your web browser’s print settings.

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Using Other Options

3. Choose Print from the File menu of your web browser.

See also:n List of scorecards

n Tree view

n Scorecard view

n Detailed view

n Strategy Map View

n Custom View

Printing a GraphYou can print an indicator graph, along with the graph’s selected options (analysis options, data series, dimensions, calculations, periodicity, and benchmarks), and information for the last actual month.

To print an indicator graph, do the following:

Important: When printing color alarm boxes and depending on your printer capabilities, you may want to try to use the "Print background" option available in your browser to get a better quality.

To use this option in Netscape go to:

File->Page Setup -> Print backgrounds check box.

In Internet Explorer:

Tools -> Internet Options -> Advanced Tab -> Printing -> Print background colors and images.

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Using Other Options

1. Select all of the options that you want to display on the indicator graph.

2. In the indicator page, scroll to the bottom of the page and choose the Print Graph button. A printer-friendly version of the page appears.

The following figure shows an example of a printer-friendly version of a indicator graph. The graph includes the graph and the data associated with the graph: the analysis options, periodicity, calculations, and data series.

Important: In the case of indicators with multiple series or benchmarks, if you select too many series or benchmarks, the graph will look too crowded. Consider selecting and printing just the options that you really need in your report.

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Figure 3–20 Printer-friendly Version of a Graph

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3. Check your web browser’s print options to ensure that the page will print successfully to your printer.

4. Choose Print from the File menu of your web browser.

See also:n Indicator Graph Types

Printing Data TablesYou can print a detailed table which contains all of the information for an indicator graph. The detailed table can be several pages long, especially if you selected frequent periods for your data such as Daily or Weekly. When Balanced Scorecard generates the detailed table information, it creates a separate page for each page of data that the table contains.

To print the detailed data table, do the following:

1. In the indicator page, scroll to the bottom of the page and choose the Print Table button. A printer-friendly version of the detailed table appears.

2. Check your web browser’s print options to ensure that the page will print successfully to your printer.

3. Choose Print from the File menu of your web browser. The content of the page will be printed.

See also:n Data Table

Important: If detailed table is hidden when you choose the Print Table button then the second page is generated anyway with the Full Table for the periodicity and selections available at the moment of printing.

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View By You can view different organizational levels or dimensions for the same scorecard, using the view by option. For example, if a vice president of the Corporate division, has a scorecard where the Sales Growth KPI alerts are red and out of the defined tolerance range, the vice president can filter the scorecard by product line, to find out how individual product lines are performing.

The view by option is only available if the option is pre-configured in the Balanced Scorecard Architect.

In the following figure, the scorecard view shows ALL product lines and ALL brand managers for the Corporate division. The Sales Growth KPI is red; therefore, the sales growth goals were not achieved (The Price Gap is also red).

Figure 3–21 Main KPI View With View By Enabled- Default view

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The vice president can use the view by option to select the product line dimension to view the same scorecard for the Premium Beers product line (product line is one of the dimension values that were pre-defined for the Sales Growth KPI). The resulting scorecard shows the performance for the Premium Beers product line (the Sales Growth KPI is green and within defined tolerance levels); therefore, the sales growth goals for this product line were met.

Figure 3–22 Main KPI View With View By Enabled: View with Selected Value

When you select a dimension value, all of the KPIs within a view are affected and the alerts adjust for each KPI accordingly.

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Using the View By OptionTo view a scorecard for a particular dimension, do the following:

n In a scorecard view, select a dimension from the view by field at the top of the page. The scorecard will update the KPI alerts based on the selected dimension. For example, if you select the Product Line dimension, KPIs, such as a Sales Growth KPI, will update accordingly.

n Choose a combination of dimensions and dimension values. Dimension combinations are restricted by the relevant parent-child relationships. For example, Product Line is parent of Brand; therefore, if you choose a product line such as Premium Beers, Balanced Scorecard will filter all the brands that belong to that product line. You can only choose valid children values for the parent values selected.

Note: The View by field is only visible if the option was pre-configured in the Balanced Scorecard Architect for the selected KPI.

Note: You can view the selected dimensions and filters in the Indicator view by checking the top right corner of the KPI Dimension box. The box indicates how the Scorecard has been filtered and how your Indicator is being affected by this selection.

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Figure 3–23 Sales Growth

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Export to Excel You can export your indicator data from Balanced Scorecard to Microsoft Excel spreadsheets for analysis and reporting purposes. You can also use Balanced Scorecard to open pre-existing Microsoft Excel spreadsheets.

To export data from Balanced Scorecard to Excel, the consultant must configure the Export to Excel feature in the Balanced Scorecard Architect. The Export to Excel feature must be configured for each indicator that you want to be able to export data from.

When you export data from Balanced Scorecard to Excel, all of the actual and projected data for that indicator, as well as all of the data for the indicator options that are selected, are exported. The amount of data can be very large, therefore, it is very important to review your selected options before you choose to export. For example, if you selected the Weekly periodicity option, you will export significantly more data than if you selected the Yearly periodicity option. To avoid excessively large spreadsheets, choose only the options that you really want to view.

To export data from Balanced Scorecard to Excel, do the following:

1. In the Indicator page, scroll to the bottom of the page and choose the Export to Excel button.

Figure 3–24 Export to Excel button

The web browser’s Open/Save window appears. This window enables you to create a new spreadsheet and import your Balanced Scorecard data. You can also open an existing Microsoft Excel spreadsheet from this window.

Important: The Export to Excel button only appears if the Export to Excel feature has been configured in the Balanced Scorecard KPI Designer for the active indicator. This button is only available within the Indicator page.

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Figure 3–25 Spreadsheet in Balanced Scorecard

2. Choose the Save it to disk option and then choose the OK button.

3. The interface will ask you for a path where you want to save the file. Balanced Scorecard suggests that you save the file using the indicator name. You can change the name of the file and the saving location if you want.

Balanced Scorecard exports up to twelve months of actual and plan data for the indicator. All of the indicator options that were selected when you choose the Export to Excel button are also exported. The following is an example of the type of data that is exported when you choose to export data from Balanced Scorecard to Excel.

n Indicator example: Top of Mind

n Dimensions selected: Product Line=ALL, Brand=ALL

n Analysis options: Top of Mind

n Periodicity: Monthly

n Current period: May

n Benchmarks selected: Budget, Previous Year, Other Counties

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Figure 3–26 Export to Excel Example

If you have multiple series or multiple benchmarks selected, as in this example, your spreadsheet will contain up to twelve months of actual and plan data for all series selected. The data contains not only the actual data but also the projected data for future periods. In this example, the current period is May and projected data for June to December.

To open an existing Microsoft Excel spreadsheet, do the following:

1. Scroll to the bottom of the Indicator page and choose the Export to Excel button.

2. Choose the Open option and then choose OK. The spreadsheet appears in the browser.

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Viewport If an indicator is represented as a Trend Bar, or Single or Multiple Series graph, your consultant/scorecard architect can pre-define the number of periods of data the graph will display on one page using the Balanced Scorecard Architect. For example, if you have a graph that uses a Daily periodicity, your scorecard architect may define the graph so it displays 30 days of data per page.

To use the Viewport, your scorecard architect must set it up in the KPI Designer of the Balanced Scorecard Architect. Previous and Next buttons are automatically added to the page once the Viewport option is set up. These buttons enable you to move back and forward through the different periods of the graph.

Once the viewport property is set up, you can define the number of periods that you want to see in the trend graph from the Indicator page, and you can use the Previous and Next buttons at the bottom of the graph to move backward or forward to view other periods.

Using the View Port in Trend GraphsYour scorecard Architect defines the number periods of data that you want to view in the KPI Designer of the Balanced Scorecard Architect. The actual size of your graph will depend on the number of periods that you want to view.

You can move forward or backward through the periods of the graph using the Previous and Next buttons. These buttons are available at the bottom of the graph.

In the example below, the trend graph displays 4, out of a possible 12, periods (the indicator is monthly). The graph shows the first 4 periods: April to July. If you choose the Next button, you will move to the next 4 periods of the graph. You can move back to the previous 4 periods by using the Previous button.

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Figure 3–27 Viewport

The ability to move between periods is especially useful for graphs that have weekly and daily periodicities. It is much easier to read a graph with 30 days or 12 weeks of data displayed, than it is to read a graph with 365 days or 52 weeks of data.

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<< Previous buttonThe Previous button enables you to view the previous periods of the graph. When you select the Previous button, you will move back by the number of periods you defined in the view port property. In the example shown, you would only be able to move back 4 periods at a time.

>> Next buttonThe Next button enable you to view the following periods of the graph. When you select the Next button, you will move forward by the number of periods you defined in the view port property. In the example shown, you would only be able to move forward 4 periods at a time.

Note: If you have already moved to the first or the last period of the graph, the Previous or the Next button will be disabled. The buttons are only enabled if you have data that you can move forward or backwards to.

Next <Number of Periods>Besides the Next button that allows you to go further 1 period at a time, you have another button that will allow you to advance or go backwards the number of periods defined for the graph. In the above example, you could go next or back 4 periods at a time, so you can go faster if you have a considerable number of periods such as weekly or daily.

Last/FirstWith the same purpose of letting you advance to future or past periods in a faster way, you will find a "First" and a "Last" button. These buttons will allow you to go directly either to the first period defined in your Indicator graph, or to the Last period available.

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Hide/Show Forecast This function enables the user to turn on or off the projection bars in the indicator window. You can distinguish these bars because they have a shaded lighter color, and are displayed for the months beyond the current period.

Tthe Forecast section is an option located at the bottom of the analytical panel in the Indicator Page. You can check or uncheck the forecast check box, which is available in the indicator page. As a default the forecast check box is selected, but you can uncheck this section to hide the forecast.

Figure 3–28 Hide/Show Forecast

Notice that this option may or may not be enabled in your indicator depending on the configuration previously done in the Balanced Scorecard Architect.

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Figure 3–29 Option to Disable Forecast

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Indicator Graph Portlets

Other Navigational Links The Indicator page contains several hypertext links to help you return to other sections of the page. You can always return to the top of the graph if you have scrolled down to other sections. You can also navigate to the scorecard level, or list of scorecards, using the breadcrumbs available at your indicator page, or to the Portal or Help using the global buttons or footers available in all pages.

Indicator Graph PortletsYou can configure Indicator Graph portlets to be displayed in your portal home page.

This section contains the following topics:

n Customizing Indicator Graph Portlets

n Special Considerations in Portlet Customization

It is important to keep in mind some characteristics of this type of portlet:

n You as the end user can customize one or several indicator graph portlets in your portal page with the Indicators available in each one of the scorecards you have access to.

n The graph portlet always shows the Indicator graph with the default settings: default measure, default series, default calculations and default dimensions. You can choose any Indicator available, but the Indicator defaults cannot be modified for the portlet.

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Indicator Graph Portlets

n The first title in the Portlet, located at the left of the portlet frame, corresponds to the Indicator Name. You can change this name in the customization page as the Portlet Name.

n The second title, located at the left of the portlet frame, indicates the default option defined for the graph (in the above example, it is "Market Share"). This is an active link that leads you to the Indicator graph in the application. In the portlet, only the parent default measure is displayed so you may want to click in the link if you want to see more details such as dependant measures or data series.

n The title in the second line, located at the right side of the portlet frame, corresponds to the Scorecard name. You can click in this link to go into the main scorecard views.

n The alarm color is displayed besides the default measure indicating the color of the Indicator.

n You may see a "more" link that indicates the graph portlet is only displaying a set of values for the graph. This situation usually happens with comparison graphs or profit and loss Indicators that only show the dimension values visible by default. All the links to display more values in trend or comparison Graphs in portlets go to the Indicator page in the full application mode.

n Indicators representing simulation trees are disabled for portlet customization in this version.

n The security privileges defined for your responsibility in Balanced Scorecard may affect the display of the graphs. For instance if your responsibility has been defined to see only certain dimension values in a INDICATOR, then your graph selection for the portlet will only show these values. Then you need to understand the security privileges defined for you during the system configuration.

Customizing Indicator Graph PortletsTo configure the Indicator Graph Portlet for the first time, do the following:

1. In your Personal Home Page choose the "Create and Modify pages" button if you are creating a new page, or "Modify page content and appearance" button if you just want to add the new Indicator graph portlet in an existing personal page.

2. The customization option will give you the option to create a new page, edit an existing page, rename or delete pages, or modify the order of pages. If this is the first time you are creating a page, click "New" and give the new name to your page.

3. Once the page is created, click the "Edit" button to define or modify the appearance of the portlet. You will find four icons with four possible options:

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Indicator Graph Portlets

n Edit Content

n Edit Appearance

n Add Row

n Add Column

You may want to review the Oracle Self Service Web Applications documentation for more information on how to customize Portals & Portlets.

These options allow you to design the format of the page. Choose the Edit Content button to add the Indicator graph to your portal page.

4. At this point you can add more columns and add more Indicator graphs, Edit or delete your selection.

5. After you finish adding your graphs and customized the position, click the DONE button to return to the portal page.

6. The first time, since you have not made your Indicator selection, you will get a message of "Portlet not customized" indicating you need to choose a specific Indicator from one of your scorecards available to display in the portal page.

To do this, go to the "Customize" link located at the right side of the portlet frame.

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Indicator Graph Portlets

The following is an example of the Customization page you will get for the Indicator graph portlet.

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Indicator Graph Portlets

To customize an existing Indicator portlet, do the following:

1. Select Responsibility.

Your responsibility filters the scorecards you have access to. If you have more that one responsibility assigned, you can change the responsibility by selecting from the dropdown list. Once the responsibility is selected, the list of scorecards and indicators will then change to make your selections.

2. Select Scorecard.

Depending on your responsibility you may have one or more scorecards assigned to you. If you have more than one, you can change the Scorecard by selecting from the dropdown list. Once you select the scorecard, the indicators will then change and you will have to select the one you want to display in your portlet.

3. Select Indicators.

Depending on the scorecard you have selected and the indicator privileges assigned to you within that scorecard, you will get the list of indicators to select for that particular scorecard. You can only select one at a time, if you need to select other indicator from the same or a different scorecard, you can repeat the process selecting the new scorecard and the new indicator you want to display.

4. Portlet Settings.

In this section you can change the name of the portlet which is the Title that appears as the first line of the portlet frame. The default name, the first time you pick an indicator is always tbhe Indicator Name. If you decide to change this title, be aware that your indicator or objective name does no appear in any other line, so you may want to keep it or add a text that complements the meaning of the indicator or objective .

Special Considerations in Portlet CustomizationIf you are customizing a portlet, keep the following in mind.

n If you have not selected any scorecard or indicator for the first time, the portlet will be empty and will display a message asking you to customize the portlet.

n If you have an indicator portlet already customized, you may receive a different message indicating that something has been changed for the indicator configuration or your access privileges for this indicator have been modified.

n You may also receive error messages related to problems in the network or server, or random errors related to the system environment. In this cases is advised to reload the page or if the problem persists contact your system administrator.

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Indicator Graph Portlets

n The only indicators that appear disabled from the indicator list are the Simulation Trees. The radio button to choose this type of indicators appears disabled in this case.

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Indicator Graph Portlets

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Window Refere

A

Window Reference

nce A-1

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Figure A–1 Complete Page

A-2 Oracle Balanced Scorecard User Guide

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Index

AAbout BSC, 1 - 4

Theory, 1 - 2Administration Guide, xvAlarm Boxes, 2 - 18Alarm Colors

Additional Notes, 2 - 18Alarm Boxes, 2 - 18Alarm Calculation, 2 - 19Default, 2 - 17Using to Interpret Results, 2 - 17

Analysis Options, 2 - 45, 2 - 46, 2 - 47, 2 - 50, 2 - 51assumptions, xivaudience, xiv

BBackground, 1 - 4Balanced Scorecard perspectives, 2 - 9Bar Graphs, 2 - 32Benchmarks, 2 - 44, 2 - 45, 2 - 46, 2 - 47, 2 - 50, 2 - 51BSC Architect, 2 - 7BSC Theory, 1 - 2BSC Views, 2 - 5

Custom View, 2 - 14Detailed View, 2 - 12Scorecard View, 2 - 7Strategy Map View, 2 - 9Tree View, 2 - 5

CCalculation Options, 2 - 44, 2 - 45, 2 - 46, 2 - 47, 2 - 50,

2 - 51Data Variation, 2 - 48Growth, 2 - 48Moving Average, 2 - 49Percent, 2 - 48QTD, 2 - 48To Complete, 2 - 49Variation, 2 - 48YTD, 2 - 48YTD Growth, 2 - 48YTY Growth, 2 - 48

Color Alarm Calculation, 2 - 19color coding to flag variances, 2 - 17Color for profit and loss, 2 - 19Color for simulation trees, 2 - 19Colors - Alarm, 2 - 17Comparison Graphs, 2 - 19, 2 - 31

Bar Graphs, 2 - 32Pie Charts, 2 - 33

Complete Indicator Page, 2 - 23Contribution, 2 - 48Custom Views, 2 - 14

DData Dimensions, 2 - 52Data Series Options, 2 - 44, 2 - 45, 2 - 46, 2 - 47, 2 - 49,

2 - 50, 2 - 51Data Table

Hiding or showing the table, 3 - 6Showing the full data table, 3 - 7

Data Variation, 2 - 48default analysis option, 2 - 18Default Colors, 2 - 17

Index-1

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defined strategic objectives, 2 - 5Detailed Views, 2 - 12dimension properties, 2 - 18

GGrowth, 2 - 48

HHiding or showing the table, 3 - 6

IIndicator Graph

Analysis Options, 2 - 45Calculation Options

Data Variation, 2 - 48Growth, 2 - 48Moving Average, 2 - 49Percent, 2 - 48QTD, 2 - 48To Complete, 2 - 49Variation, 2 - 48YTD, 2 - 48YTD Growth, 2 - 48YTY Growth, 2 - 48

Data Dimensions, 2 - 52Periodicity Options, 2 - 46

Indicator Graph Types, 2 - 21, 2 - 27Comparison Graphs, 2 - 31

Bar Graphs, 2 - 32Pie Charts, 2 - 33

Multiple Series Trend Graphs, 2 - 30Other Indicator Types

How to Use Simulation Tree, 2 - 40Profit and Loss Indicator, 2 - 41Simulation Tree, 2 - 37

Single BarTrend Graphs, 2 - 28Indicator Page Elements

Indicator Graph, 2 - 26Analysis Options, 2 - 45Calculation Option - Percent, 2 - 48Calculation Options - Data Variation, 2 - 48Calculation Options - Growth, 2 - 48

Calculation Options - Moving Aver, 2 - 49Calculation Options - QTD, 2 - 48Calculation Options - To Complete, 2 - 49Calculation Options - Variation, 2 - 48Calculation Options - YTD, 2 - 48Calculation Options - YTD Growth, 2 - 48Calculation Options - YTY Growth, 2 - 48Data Dimensions, 2 - 52Periodicity Options, 2 - 46

Key Perfomance IndicatorIndicator Graph Types, 2 - 21Other Indicator Types, 2 - 21

Page Structure, 2 - 22Indocator Page Structure, 2 - 22Installation Guide, xv

KKey Performance Indicator, 2 - 9, 2 - 14

derivation, 1 - 2Indicator Graph Types, 2 - 21Other Indicator Types, 2 - 21window, 2 - 26

LLast/First, 3 - 49Line Below Graph/Information Line, 3 - 2

Changing Content, 3 - 4Interpreting, 3 - 4

Links, 3 - 21List of Scorecards, 2 - 2

MMeasures, 2 - 44Moving Average, 2 - 49Multiple Series Trend Graphs, 2 - 30

NNavigating BSC, 2 - 2Next, 3 - 49Next button, 3 - 49

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OOracle Corporation, xviOther Functions, 3 - 33

Export to Excel, 3 - 44Hide/Show Forecast, 3 - 50Other Navigational Links, 3 - 52Print Option

Printing Data Tables, 3 - 39Printing Graph, 3 - 36Printing Views, 3 - 34

View By Option, 3 - 40Using, 3 - 42

Viewport Option, 3 - 47Last/First, 3 - 49Next, 3 - 49Next button, 3 - 49Previous button, 3 - 49Using in Trend Graphs, 3 - 47

Other Indicator Types, 2 - 21Profit and Loss Indicator, 2 - 41Simulation Tree, 2 - 37

How to Use, 2 - 40Other Navigational Links, 3 - 52Other Sections in Indicator Graph

Data TableHiding or showing the table, 3 - 6Showing the full data table, 3 - 7

Line Below Graph/Information Line, 3 - 2Changing Content, 3 - 4Interpreting, 3 - 4

PPeriodicity Options, 2 - 44, 2 - 45, 2 - 46, 2 - 47, 2 - 50,

2 - 51Perspectives, 1 - 3Pie Charts, 2 - 33Previous button, 3 - 49Print Option

Printing Data Tables, 3 - 39Printing Graph, 3 - 36Printing Views, 3 - 34

Printing Data Tables, 3 - 39Printing Graph, 3 - 36

Printing Views, 3 - 34Profit and Loss Indicator, 2 - 41

QQTD, 2 - 48

Rrelated documents, xiv

SScorecard, 2 - 3Scorecard View, 2 - 7Showing the full data table, 3 - 7Simulation Tree, 2 - 37

How to Use, 2 - 40Single BarTrend Graphs, 2 - 28Stage of the System, 2 - 18Strategy Map View, 2 - 9Structure, xiv

TTheory, 1 - 2To Complete, 2 - 49Tools, 3 - 1training and support, xvTree View, 2 - 5trend graphs, 2 - 19trigger values, 2 - 18Typical Default Alarm Colors, 2 - 17

UUsing Indicator Page

Cause and Effect Matrix, 3 - 9Links, 3 - 21Other Sections in Indicator Graph

Data Table, 3 - 5Data Table - Hiding or showing table, 3 - 6Data Table - Showing the full data table, 3 - 7Line Below Graph/Information Line, 3 - 2Line Below Graph/Information Line - Changing

Content, 3 - 4

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Line Below Graph/Information Line - Interpreting, 3 - 4

Using the View By Option, 3 - 42Using the View Port in Trend Graphs, 3 - 47

VVariation, 2 - 48View By Option, 3 - 40

Using, 3 - 42Using the View By Option, 3 - 42

Viewport OptionLast/First, 3 - 49Next, 3 - 49

Next button, 3 - 49Previous button, 3 - 49Using in Trend Graphs, 3 - 47

ViewsBSC, 2 - 5Scorecard, 2 - 7Strategy map, 2 - 9

YYTD, 2 - 48YTD Growth, 2 - 48YTY Growth, 2 - 48

Index-4