Viewing Scorecard Results

Pages Used to View Scorecard Results

Page Name	Definition Name	Navigation	Usage
Scorecard at a Glance	BC_HOMEPAGE	select Scorecards, then select View Scorecard Results, then select Scorecard at a Glance	View a summary of scorecard results.
Strategy	BC_STRATEGY_TREE	select Scorecards, then select View Scorecard Results, then select Strategy	View a scorecard's strategy components and their assessments hierarchically, and navigate through each level. At the most detailed level, you can view the scorecard's KPIs.
Strategy Detail	BCIC_STRATDET_PNL	Click a strategy component Description field on various pages.	View historical assessment results for a strategy component by period.
Strategy Detail - Strategy Map	BC_CAUSEEFF_IMG	Select the Strategy Map tab on the Strategy Detail page.	View the assigned strategy map image for a strategy component.
Component Cause & Effect	BC_VW_CAUSE_EFFECT	Click the Cause and Effect link on the Strategy Detail page.	View the cause and effect relationships for the current strategy component. This page shows other components that affect the current strategy component, or those that it affects.
Strategies by Perspective	BCIC_VW_BY_PERS	select Scorecards, then select View Scorecard Results, then select Strategies by Perspective	View strategy components categorized by their perspective.
Portfolios	BC_PORT_SRCHPNL	select Scorecards, then select View Scorecard Results, then select Portfolios	View a list of defined portfolios and select one to view its details.
Portfolio Scorecard Analysis	BC_VIEW_PORTFOLIO	From the Portfolios page, click the Scorecards link for a portfolio.	View the scorecards within a selected portfolio. Click an assessment to transfer to that scorecard.
Strategic Thrusts	BC_SRCHDETAIL	select Scorecards, then select View Scorecard Results, then select Details by Strategic Thrust	View assessment results for strategic thrusts.
Strategic Thrusts Detail	BC_VIEW_DETAIL	On the Strategic Thrusts page, click a strategy component description.	View assessments for each object that is associated with a strategic thrust, grouped by the critical success factor with which it belongs.
KPI List	BCIC_KPILIST_PNL	select Scorecards, then select View Scorecard Results, then select KPI List, then select KPI List	View a list of the scorecard's KPIs. View a bar, trend, or variance chart of KPIs.
KPI List - Related KPIs	BCIC_KPIREL_PNL	select Scorecards, then select View Scorecard Results, then select KPI List, then select Related KPIs	View KPIs that are related to the current scorecard.
Initiative	BC_VW_KPI_INITS	From the KPI Detail page or Strategy Detail page, click the Initiative link.	View strategic initiatives that are associated with a strategy component or KPI.

Common Elements Used in This Topic

Page

Displays the name of the current page. Select a different page name, and then click Apply to access a new page. Options are: Details by Strategic Thrust, KPI List, Portfolios, Scorecard at a Glance, Strategies by Perspective, Strategy.

Business Unit

Select the business unit for which to review results. The initial value for this field is the business unit that you specified as your default business unit by using the My Profile page.

Scenario

Select the scenario for which to review results. The initial value for this field is the scenario that you specified as your default scenario by using the My Profile page.

Scorecard

Select the scorecard for which to review results. The initial value for this field is the scorecard that you specified as your default scorecard by using the My Profile page.

Time

Specify the timeframe for which to review results. The initial value for this field is the timeframe that you specified as your default timeframe by using the My Profile page. Options are:

Current: Select to review results for the most recent period for which results have been generated.

Choose: Select to specify the period to view. When you select this option the Year and Period fields are activated, and you must select the year and period to view.

Currency

Select the currency in which to view monetary amounts. The system converts other currencies to the selected currency using the established conversion rates. This field appears only for the KPI List and Strategy pages.

Conversion tables and currency codes are established in PeopleSoft EPM.

See “Setting Up EPM Infrastructure, Business Rules, and Security” in the Enterprise Performance Management Fundamentals product documentation.

Apply

Click to apply any changed field values, and reload the page using the new parameters. For example, if you want to view a different page, after you select a new page, you must click Apply to access the page. Similarly, if you select a new business unit, you must click Apply to see the values for that business unit.

Restore to Defaults

Click to restore the field values for the business unit, scenario, and scorecard to the default values that are established on the My Profile page.

Set as Default

Click to save the current field values for business unit, scenario, and scorecard as the default values. This also updates the corresponding values on the My Profile page.

Save View

Click to save the current field values to a named view.

This enables you to later recall that same page configuration by selecting the name in the Go to View field and clicking Apply.

With Name

Enter the name by which to save the page configuration. This field is used when you click the Save View button.

Go to View

Select a named view to access.

Scorecard at a Glance Page

Image: Scorecard at a Glance page

This example illustrates the fields and controls on the Scorecard at a Glance page. You can find definitions for the fields and controls later on this page.

Scorecard Control Panel

These fields are discussed in the Common Elements topic.

See Common Elements Used in This Topic.

KPIs at Risk

This grid lists KPIs that received assessments that aren't meeting acceptable levels of performance. You designate the assessments that are considered to be exceptions by using the Treat as Risks grid on the Scorecard page.

See Common Elements Used in This Topic.

Favorites

The Favorites grid shows the assessments for the KPIs or strategy components that you've chosen as favorites. This grid includes KPIs or strategy components from all scorecards, not just the scorecard that is currently selected.

Scorecard KPIs

This group box includes a graph that shows the results of the KPIs for this scorecard and a grid that shows the assessments for the current scorecard's KPIs.

Strategy Page

Use the Strategy page (BC_STRATEGY_TREE) to view a scorecard's strategy components and their assessments hierarchically, and navigate through each level.

At the most detailed level, you can view the scorecard's KPIs.

Navigation

select Scorecards, then select View Scorecard Results, then select Strategy

Image: Strategy page

This example illustrates the fields and controls on the Strategy page. You can find definitions for the fields and controls later on this page.

Image: Strategy page

This example illustrates the fields and controls on the Strategy page. You can find definitions for the fields and controls later on this page.

This page shows the strategy tree hierarchy on the left, with assessment information for the components that are subordinate to the currently selected component (the active strategy component) in the grid area below the graph. When you initially view this page, the vision-level component is active.

You can interact with this page by:

Selecting different components in the tree to review assessment information for that level of the strategy hierarchy in the grid area.
Expanding or collapsing branches of the tree by clicking the tree node folders.

You can expand the tree to the KPI level (KPIs appear with a key symbol). An X image appears in the tree for any strategy components that are not assessed. This could occur if a branch is made up entirely of monitor-only KPIs, for example.
Clicking a component's description (or a KPI's dimension) within the grid area to access the related detail page, where you can review more information.
Reviewing the assessment for each perspective .
Changing the results that you are viewing by modifying the field values in the scorecard control panel.

The graph that appears varies depending on the level of the strategy tree that you select. At the highest level (the vision level), a pie chart shows the percentage of components within each perspective, and the grid breaks down the assessments by perspective category. At lower levels, a bar chart shows the percentage of target achieved for the dimension members within that level.

KPI List Page

Use the KPI List page (BCIC_KPILIST_PNL) to view a list of the scorecard's KPIs.

View a bar, trend, or variance chart of KPIs.

Navigation

select Scorecards, then select View Scorecard Results, then select KPI List, then select KPI List

Image: KPI List page

This example illustrates the fields and controls on the KPI List page. You can find definitions for the fields and controls later on this page.

Scorecard Control Panel

These fields are discussed in the Common Elements topic.

See Common Elements Used in This Topic.

Scorecard KPIs

A graph and grid of the scorecard results appears in this section. When you first access this page, all of the scorecard KPIs that you have been granted security to access are included in the graph and appear within the grid area. Use the following buttons to change the data that appears in the graph and grid.

View KPIs at Risk

Click to view only KPIs with assessments that are considered exceptions.

View All KPIs

Click to view all scorecard KPIs.

Chart Selected Items

Click to generate a chart that includes only the KPIs in the grid that have the Chart check box selected.

Variance Chart

Click to view a variance chart of the KPIs.

Bar Chart

Click to view a bar chart of the KPIs.

The following fields appear as columns in the grid:

Chart

Select to include the KPI in the chart that is generated when you click Chart Selected Items.

Assessment Symbol

Displays the current assessment results for the KPI.

Trend Indicator

Displays the current trend for the KPI.

KPI

Lists the description of the KPI.

Dimension

Lists the KPI dimension.

Hierarchical Dimension (

)

If the KPI is a hierarchical KPI, the View Hierarchical Dimension button appears; otherwise, this field is blank. Click the View Hierarchical Dimension button to access the Hierarchical KPI page, where you can view the results of the KPIs within the hierarchy.

Dimension Member

Displays the name of the dimension member for the KPI. Click to access the KPI Detail page for the dimension member, where you can review its assessment history.

Actual Value

Displays the resolved value for the KPI dimension member for the specified fiscal year and period.

Current Target

Displays the resolved value for the KPI dimension member for the specified fiscal year and period.

% of Target (Percent of Target)

Displays the percentage of the actual value compared to its target value attained by the KPI dimension member for the specified fiscal year and period.

Composite

If selected, indicates that the KPI is a composite KPI.

Add/View Comments (

) or (

)

Click to access the Comments page, where you can add comments or review the history of entered comments. If no comments currently exist, the button that appears does not have lines in it.

View Attachment (

)

Click to access the Attachments page, where you can view file attachments that are associated with the KPI.

Perspective

Displays the perspective within which the KPI is categorized.

Visibility Indicator

Displays the type of indicator that is associated with the KPI.

Trend Indicator

Displays the current performance trend for the KPI.

KPI Usage

Displays the usage type that is associated with the KPI.

Business Function

Displays the business task type that is associated with the KPI.

Desired Direction

Displays whether the desired results should increase or decrease in value.

Used

If selected, indicates that the KPI dimension member was used to determine assessment results for the strategy components with which it is associated. If not selected, then this KPI dimension member's results are not considered when the system determines assessments for strategy components.

Portfolio Scorecard Analysis Page

Use the Portfolio Scorecard Analysis page (BC_VIEW_PORTFOLIO) to view the scorecards within a selected portfolio.

Click an assessment to transfer to that scorecard.

Navigation

From the Portfolios page, click the Scorecards link for a portfolio.

Image: Portfolio Scorecard Analysis page

This example illustrates the fields and controls on the Portfolio Scorecard Analysis page. You can find definitions for the fields and controls later on this page.

This page enables you to compare assessments across multiple scorecards at one time. This is especially valuable when you want to compare performance among departments, business units, or individuals, for example.

Click an assessment image at the intersection of a scorecard column and component row to access the View Strategy page for the component that is associated with that row, and change the active scorecard to the scorecard that is listed in that column.

Strategy Component

Click a strategy component description to view the strategy details for that component in the active scorecard.

Component Cause & Effect Page

Use the Component Cause & Effect page (BC_VW_CAUSE_EFFECT) to view the cause and effect relationships for the current strategy component.

This page shows other components that affect the current strategy component, or those that it affects.

Navigation

Click the Cause and Effect link on the Strategy Detail page or click the Cause and Effect link on the KPI Detail page

Image: KPI Cause and Effect page

This example illustrates the fields and controls on the KPI Cause and Effect page. You can find definitions for the fields and controls later on this page.

These pages show the components or KPI dimension members that the current component or KPI dimension member has an impact upon (those listed in the Cause column), or those that impact it (those listed in the Effect column).

This information is derived from the KPI Cause Effect page (or Component Cause Effect page) in the following manner:

Items listed in the Cause column are listed in the Cause Effect page for the current KPI (or component).
Items listed in the Effect column will contain the current KPI (or component) in their Cause Effect page.

Click to view the Cause and Effect page from the perspective of the KPI dimension member (or component) in the current row.

Displays the descriptions for the KPI dimension members or the strategy components. Click to access the KPI Detail page (or Strategy Detail page).

Initiative Page

Use the Initiative page (BC_VW_KPI_INITS) to view strategic initiatives that are associated with a strategy component or KPI.

Navigation

From the KPI Detail page or Strategy Detail page, click the Initiative link.

Image: Initiative page

This example illustrates the fields and controls on the Initiative page. You can find definitions for the fields and controls later on this page.

The grid lists the components and KPI dimension members that are part of the strategic initiative, and their assessment results.

Initiative

Click to access the page where you can view the initiative definition.

Type

Indicates the type of component. Values are ST (strategic thrust), CSF (critical success factor),

Dimension Member

Click a dimension member to view its results on the KPI Detail page.

Click to access the Maintain Dimension page, where you can view details of the projects, if any, that are associated with the strategy initiative. This appears only if an associated project exists.