Create a Scorecard Data Source

Scorecard Data Source

A Scorecard data source enables you to bring different performance indicators, made up of Manual or Measure data sources, together in a summary table view, or scorecard. Each row represents a unique performance measure. While each data source may be defined with varying period frequency and dates, the Scorecard data source normalizes the view. Let take a look at how to create a Scorecard data source.

Tip: Scorecard data sources can only be created from Manual or Measure data sources. 

Steps to create a Scorecard Data Source

1. Navigate to Analytics -> Data Sources
2. Click on New Data Source button.
3. Select Scorecard Type.
4. Name your data source. Overwrite the default data source name Untitled Data Source.
5. In the Input Sources tab, click on Add Data Source to start adding either Manual or Measure data sources. Each data source added forms a row in the Scorecard. Note that the period frequency from the first data source you added is used as a default frequency for the scorecard, but it can be changed. The Target and Actual columns now form the columns in the scorecard. 
   
   
   
   
6. The Mapping tab is where you can select the column mapping for all the data sources added above. This is helpful especially if column names are different in the data sources and you want them to have a consistent name on the Scorecard. The column groups can be set up here either can be a single output column or multiple output columns representing different date periods. If you have many data sources added, you may need to scroll horizontally to complete the mapping. Ensure mapping is saved by choosing 'Apply'.
   • Column Specification: used to specify which column to use from the input source inside the column group. Additional grouping can be added using '+ Add Group' button when necessary.
   • Aggregation Method: method in which to aggregate the values from the input source (Last, Average, Sum, etc.)
   • Group By Period: specifies whether a column group should be a single column (unchecked) or multiple columns representing different periods (checked)
     
7. The Scorecard tab is where you'll define the date range and frequency for the measures in your scorecard.
   • Date Range: allows you to choose from pre-defined periods or define your own date range by using the 'Custom' selection to select custom Start and End dates. 
   • Period Frequency: allows you to choose how data will be displayed - monthly, quarterly, fiscal year, etc.
   • If you would like to have a total column added to the end of the table, enable Show Total Column.
     
8. If you'd like to display additional columns to your scorecard, you can do that in the Output Source tab.
9. At this point, you've created your Scorecard data source and are ready to move on to creating the visual so that you can display it on a dashboard or link it to your plan.

Tip: Scorecard data source configuration defines the measures to include in the scorecard. In the scorecard visual configuration, you can use conditional formatting to highlight measures that need attention.

If additional assistance is required to setup and configure your Scorecard, please reach out to your Customer Success Manager.