InetSoft Product How-To: Creating a Scorecard

Every organization has a set of key metrics. These measurements can be used to monitor your performance, and help identify areas that warrant further investigation. These metrics can be defined at an enterprise level, and then viewed in a concise scorecard.

Creating a Target

Creating a target involves the following steps:

  • Select a Metric. A metric can be selected from the list of available metrics, and it serves as the source of data when the condition is evaluated.
  • Specify the Condition. The condition defines the goal or expectations for a metric. A condition can be of type: general condition, trend, or script.
  • Select Actions. The actions specify what to do when the target condition evaluates to true. Any of the standard actions as well as the custom target actions can be selected.
  • Specify Triggers. The trigger is specified when the target condition is evaluated. Any of the standard triggers, as well as custom target triggers, can be specified.

Follow the detailed instructions below.

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1. To view your scorecard (in a Windows environment), click on Start → All Programs → Style Intelligence → Style Intelligence Server.

2. Select the 'User Portal' link. Once the Report Portal is open, select the Scorecard tab.

3. Click on the 'Create new target' link under the bottom left side of the 'Scorecard' table. This opens the 'Create Target' dialog box.

4. In the 'Target Name' field under the Description tab, enter “Sample Target”. In the description text area, describe the target you are creating, then click 'Apply' to save your specifications.

5. Click the Metric tab. Select 'Sales' from the 'Metric' drop-down list. Click 'Apply' to save your selection.

6. Next, select the Format tab. In the 'Date series format' text box, specify “yyyyMMM”, and click 'Apply'.

7. Select the Condition tab, and select the 'Period Condition' radio button, which will open the period condition options.

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8. Select the following trend options:

  • In the 'Target Periods' panel, specify the 'Reference Period' as “19”, and the 'Period To Evaluate' as “18”.
  • In the 'Date Span' panel, use the pop-up calendars to specify the 'Start date' as “2008-01-01”, and the 'End date' as “2008-09-30”.
  • In the 'Condition' panel, set 'Detect' to 'Increasing'.
  • In the 'Condition' panel under 'Options', select the 'Percent' button and specify “5” in the text box.
  • In the 'Tolerance' panel, select the 'Percent' button, and specify the 'Upper' as “20” and the 'Lower' as “15”.

9. Click 'Apply' to save your selections.

10. Next, select the Triggers tab:

  • For 'Trigger Type', select 'Run Once' from the drop-down list.
  • For 'Start Time', specify “1:30 am”.
  • For 'Date', use the 'Calendar' button to specify “2010-1-1”.

11. Click 'Apply' to save your selections.

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12. Click the Sample Target 'Run Now' button at the top left of the 'Create Target' dialog. This will evaluate your Target.

13. Click the 'Close' button to exit the dialog box.

Your new Target is now listed in the table. The indicator in the status column changes depending on the status of the target:

  • Green circle: Target exceeds the goal
  • ellow triangle: Target meets the goal
  • Red square: Target fails to meet the desired goal
  • White clock face: Target has not been evaluated

Click on the name, 'Sample Target,' to see it.

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