Tutorial: Working with scorecards

This tutorial demonstrates how to work with scorecards in IBM® Planning Analytics Workspace.

You can view this video to follow along in the tutorial:

Video that demonstrates how to work with scorecards and synchronize views.

https://youtu.be/AB3tzTeKULQ

About this task

You create a book and add a scorecard and an impact diagram to explore the relationships among metrics. You also set up synchronization between these two visualizations and update the targets for the metrics.

Procedure

  1. Create a book with the Freeform layout.
  2. In the content tree, expand the GO_Scorecards database, navigate to Cubes > Metrics cube - Marketing > Views, and drag View-Marketing onto the sheet.
  3. Click the Metric Indicators tile and click Edit set icon.
  4. Under Available Members, hold CTRL (Microsoft) or CMD (Apple Mac) and select the Status, Trend, Projected Actual, Target, and Tolerance members.
  5. Click Replace and close to replace existing members with the selection and close the set editor.
    Scorecarding view from the GO_Scorecarding sample
  6. Click the scorecard view to display the toolbar, and click Duplicate to duplicate the view.
    Tip: To hide the toolbar, click Toolbar toggle.
  7. Using the drag handle Drag handle on the view, drag the new view below the first view.
  8. Click the new view to display the toolbar, click Change visualization change visualization, and select the Impacts visualization.
  9. Set up synchronization between the scorecard and impact diagram. Click the scorecard view, click Properties icon, select Synchronize, and then Synchronize dimensions.
  10. Repeat the previous step for the impact diagram. Click Properties Properties icon to close the pane.
  11. Modify some targets in the scorecard view and see how they are reflected in the impact view.
    1. In the Time tile of the scorecarding view, select Feb 2017.
    2. In the Country or region tile of the synchronization view, select Canada.
    Notice how, in the scorecarding view, the Trend icon in the Campaign count row turns from unchanged Unchanged trend to a downward trend Downward trend. This is also reflected in the impact diagram.