Using Uncollected or Unavailable Data

This topic describes how to perform measure and scorecard calculations if the measures involved do not have results (are NO VALUE) or have old results and targets (outdated). It also describes how to indicate these values in reports.

The preferences you apply are used in all measure, target, and scorecard calculations.

  To perform calculations using old or missing data:

  1. Select File, and then Scorecard Configuration.

  2. Select the Outdated Data Handling tab.

  3. In Outdated Measure Result Data, indicate another value to use if a current value is unavailable. You have these options:

    • Use most recently collected value—Represent missing data using a double-dash or text that you enter in Text to use for unavailable value.

    • Use a result collected in a previous year’s equivalent period —Use the result collected in this period last year. For example, if today is August 4, 2008 and a result was meant to be collected on August 1, the result collected on August 4 2007 is used. If a result was unavailable on August 4 2007, the result collected on Aug. 4 2006 is used.

    • Use this substitute value— Enter a value, such as Ø, to represent the missing result.

    • Display period-to-date value for previous period until result entered for current period—Use the most recent result collected based on a period-to-date function. This setting enables you to use a result from a previous period until a new result is collected.

  4. Optional: To treat old target values in the same way, select Apply to outdated target value.

  5. To exclude measures without results from all calculations, perform these tasks:

    1. Select Ignore Missing Values (formulas and scorecard calculations) . This affects operations in calculations as follows:

      • Addition or subtraction—Operands evaluating to no value are 0

      • Multiplication—Operands evaluating to no value are 1

      • Percent—Applying operation to no-value items evaluate to no value

      • OR or NOT conditions—Operands evaluating to no value are considered false

    2. Select an option that determines how to calculate scores if values are missing:

      • Redistribute weight to other scorecard components—Calculate a score that compensates for a missing value by assigning the weight among the other scorecard components. Scorecards realistically reflect performance if results of heavily weighted measures are missing.

      • Do not include the component in the score calculation—Exclude the missing score from calculations and treat it as having a 0 score.

  6. Click Save.