Creating a Comparison Scorecard Tile

You can use a comparison scorecard tile to compare a static value versus a saved search result or to compare two saved search results. For more information about the types of dashboard tiles, see Types of Dashboard Tiles.

To create a comparison scorecard tile:

1. Go to Setup > Dashboard Tiles > Manage Dashboard Tiles > New.

2. On the Dashboard Tile page, specify values for the following fields:

   • Name – Enter a name that describes the scorecard results to be displayed in the tile. For example, Sum of Company Sales Orders.

   • Inactive – Leave this box clear to make the tile available for display on the dashboard.

   • Tile Type – Select Scorecard.

   • Display to All Roles – Check this box to make the tile visible to all roles. When this box is checked, the Roles field becomes read-only.

   • Roles – Select at least one role that can access the tile. To select multiple roles, press and hold down the Ctrl key.

     Note:

     To display the tile in the portlet, you must select at least one role in the Roles field or check the Display to All Roles box.

   • Display Order – Enter a numeric value to define the order that the tile is displayed in the portlet. For example, enter 1 to display the tile as the first tile in the portlet.

     Note:

     If two or more tiles have the same display order value, the system displays the tiles in alphabetical order.

     A maximum of 50 tiles can be displayed in the portlet. If you create more than 50 tiles, the portlet displays only the first 50 tiles depending on the display order value.

3. In the Data Source section of the Data subtab, specify values for the following fields:

   • Saved Search – Select a custom saved search to use for the scorecard tile.

     Important:

     Ensure that the custom saved search you select is a SuiteScript supported record that contains a numeric column. Otherwise, the system will not let you create the scorecard tile. For more information about SuiteScript supported records, see SuiteScript Supported Records.

   • Link – (Optional) Specify the URL to use for the tile. For example, you can enter a saved search URL. When you click the tile, the system launches the URL page.

   • Prefix – Enter text or characters to append before the tile value. For example, you can use a currency symbol as a prefix.

   • Suffix – Enter text or characters to append after the tile value. For scorecard tiles, the Display Value field is read-only.

     The Scorecard Summary Type field automatically displays Sum. It is the default summary type for scorecard tiles.

4. In the Comparison section of the Data subtab, specify values for the following fields:

   • Compare – Check this box to enable comparison for the scorecard tile. When this box is checked, the result of the comparison is displayed in the scorecard tile along with the current and previous values used in the computation.

     Note:

     When the Compare box is cleared, all fields in the Comparison section become read-only and the tile becomes an ordinary scorecard tile.

   • Compare Value – Specify a static value. This value is displayed as the previous value on the scorecard tile. If you specify a value in this field, the Compare Saved Search field becomes read-only.

   • Compare Saved Search – Select a custom saved search to use for the comparison. If you use a custom saved search for comparison, the Compare Value field becomes read-only.

     Important:

     Ensure that you select a custom saved search and not a standard saved search. Otherwise, the system will not let you create the scorecard tile.

     Note:

     The sum of the values in the first numeric column of the saved search you select in this field is shown as the previous value in the tile. The system then compares the previous value to the sum of the values in the first numeric column of the saved search selected in the Data Source section.

   • Comparison Type – Select the comparison type to use for the scorecard tile.

     Select from the following comparison types based on the result you want to display in the tile:

     Comparison Type	Computation
     Difference	Difference = Current ÷ Previous The Difference is calculated by dividing the current value (from the source saved search) by the previous value (from the compare saved search).
     Variance Percentage	Variance Percentage = ((Current – Previous) ÷ Previous) × 100 The Variance Percentage is calculated as the current value minus the previous value divided by the previous value and multiplied by 100.
     Absolute Ratio	Absolute Ratio = Current – Previous The Absolute Ratio is calculated as the current value minus the previous value.

5. (Optional) Modify the tile appearance or apply conditional alerts.

   For more information, see Modifying the Appearance of a Dashboard Tile or Applying Conditional Alerts to a Dashboard Tile.

6. Click Save.

Related Topics

• Creating a Scorecard Tile

General Notices