Creating Consolidated Scorecards

You can create a scorecard that consolidates the KPIs from your individual business units into a corporate scorecard. The Business Unit Roll-Up engine, based on a business unit tree, rolls up the data element values from each subordinate business unit for the same scenario and model into the consolidated business unit, for which the system then calculates its KPIs using these values.

To establish a consolidated scorecard:

1. Define a corporate business unit.

   To set up this business unit, you must select the Consolidated check box on the Business Unit Definition page in the PeopleSoft Warehouse.

2. Create a business unit tree.

   This tree should depict the hierarchy among the business units that make up your organization. This tree is used to consolidate the facts. Use the delivered tree structure BUSINESS_UNIT when creating the business unit tree.

3. Define the strategy tree, components, component KPIs, and scorecard for the corporate business unit.

   Typically, these related business units use the same strategy tree, but the system does not limit you to this; related business units can use different strategy trees.

4. Run business unit rollup.

   Select select EPM Foundation, then select Data Enrichment Tools, then select Roll-up Accounting Info, then select Business Units. For the parameters, make sure to select the BSC check box in the Products group box.

5. Run the Scorecard Assessment process.

   Use the corporate business unit as the parameter for this process.