Chapter 1: Anatomy of a Scorecard

After completing this lesson, you will be able to: Open a pre-built scorecard. Describe the various panes displayed and their purpose. Manipulate the placement of the various panes. View the scorecard for various periods. View commentary.

Anatomy of a Scorecard

Viewing Commentary in the Commentary Pane

Outback Foods Scorecard

You will open a pre-built scorecard to understand the various parts of a scorecard and what they do. After you have reviewed the existing scorecard, you will be building several scorecards from scratch throughout this course. Complete the following steps to open the Outback Foods Scorecard: 1. Click on the Balanced Scorecard icon from the CorVu Main Menu.

2. Select the File|Open menu selection or press the Open Scorecard button on the toolbar . 1. Select Chapter 1.pmm from the 4.1 BSC subdirectory. A strategic scorecard is presented at full screen. Your screen should look similar to the one shown below:

Double-click on the Corporate Performance icon.

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Anatomy of a Scorecard

Your screen should look similar to the one shown below:

In the screen you see the Scorecard Pane along with the various inputs and results that make up the tactical scorecard. This scorecard has 9 inputs or KPIs being measured, and 5 results. Inputs are notated with a small blue arrow: follows: as follows: . Results are notated as . Additionally results that are the combinations of other results are notated , and strategies are notated with a thunder bolt .

The scorecard shows inputs and their scores typically on a scale of 1 to 10 - being grouped into results, with their associated scores. In the next chapter, you will learn how these scores are calculated.

Scorecard Panes
The scorecard is made up of a series of panes that help you when developing the scorecard. The scorecard pane currently being viewed is the final output of the development work, but you may wish to go back and view the other panes. Complete the following steps to view the other scorecard panes. 1. Right-mouse click in a blank area of the scorecard pane. 2. Click Restore Pane. The other scorecard panes will be shown. 3. Right-mouse click in a blank area of the scorecard pane. 4. Click Show Pane|Scores.

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Anatomy of a Scorecard

Viewing Commentary in the Commentary Pane

Your screen should look similar to the one shown below: Scorecard Pane
Strategy Pane

Input Pane Check List Pane

Result Pane

Scores Pane

A definition of each pane is given below: Strategy Pane This pane shows all the strategies that are used in the scorecard. As you add new strategies they appear in this pane. When you double-click on a strategy in the Strategy pane, you see the strategic scorecard displayed in the Scorecard pane. Input Pane This pane shows all the input files that are used in the scorecard. As you add new inputs they appear in this pane. When you double-click an input in the Input pane, you see the input data values in the lower right-hand corner. Inputs can come from queries, scheduled queries, dynamarts, imported text files or manually input data. Result Pane This pane shows the results, or consolidations of one or more inputs, created in the scorecard. As you add new results they first appear in this pane. When you double-click a result in the Result pane, you see the calculated scores for that objective based on all its inputs, in the lower right-hand corner. Additionally, when you doubleclick a result in the Result pane, the Scorecard pane shows the result youve selected as the final result. Scorecard/Design Pane This pane shows how the inputs are grouped into results. When creating a scorecard, you drag and drop inputs onto results to design the scorecard. When you double-click a result in the Scorecard pane, you see the actual data values for each measure (KPI) being measured in that result, in the lower right-hand corner - or you can set the scorecard to drill into attached objects (both CorVu and non-CorVu) when the scorecard elements are double-clicked. Check List Pane When creating the scorecard, the Check List pane displays the various steps involved in creating the scorecard. You can use this as a road map to guide you through the process. The Check List will momentarily flash the next required step in
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Anatomy of a Scorecard

red. Completed steps are shown with a check next to them. Incomplete steps are shown with an X next to them. Scores Pane The Scores Data pane in the lower right-hand corner is always used to show data values associated with an element of the scorecard you have selected. This may be actual data values or it may be scores associated with results. These data values can easily be graphed to review trends.

Manipulating Panes
The scorecard panes can be manipulated to facilitate the various actions you may be doing in the scorecard at any given time. You can: Hide/Show any pane to remove a particular pane from showing until you reshow it at some future time Change the size of any pane to change the distribution of the size each pane takes on the screen Maximize/Restore any pane to view only a single pane at full screen, until you restore to view the additional panes. Complete the following steps to hide the Check List and Scores panes: 1. Right-mouse click in the Check List pane. 2. Click Hide Pane. 3. Right-mouse click the Scores pane. 4. Click Hide Pane. The Check List and Scores panes are removed. Complete the following steps to decrease the width of the Input and Results panes: 1. Position the mouse pointer between the Scorecard pane and the Input pane. The pointer should turn into a two-headed arrow. 2. Hold down the left mouse button and drag the side of the Scorecard pane to the left. You should have more room for the scorecard pane with the names of the Inputs and Results slightly cut off.

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Anatomy of a Scorecard

Viewing Commentary in the Commentary Pane

Your scorecard should look similar to the one shown below:

Complete the following steps to re-show the Scores pane: 1. Right-mouse click anywhere in the scorecard. 2. Click Show Pane. Any hidden panes will be shown:

3. Click Scores. The Scores Data pane will be re-shown at its original size.

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Anatomy of a Scorecard

Throughout this course you will be hiding/showing panes, and resizing panes to complete various actions. These steps have not been listed out for each task being performed as this would become quite tedious for you to read/review. Whenever necessary, change the size of the panes or hide or show panes it is not convenient to view at the present time.

Scorecard Commentary
The CorVu scorecard has five different types of commentary that can be added. Pop-up commentary (communicating the mission and strategy) Sticky-note commentary (miscellaneous comments) Commentary Pane commentary (gathering feedback and detailed comments) Global-note commentary (note of high importance or design assistance) Initiative commentary (communicating the initiatives behind strategic objective) You will learn how to add these types of commentary in the course content. Right now, you will view several examples of these types of commentary. Complete the following steps to view some pop-up commentary: 1. Position the mouse pointer over the Financial result in the Scorecard pane. You should see a strategic high-level statement regarding Outbacks Financial Objectives. You can view similar information for each of the four results: Financial, Customer, Internal Processes and Learning/Growth. The scorecard should look similar to the one shown below:

Pop-Up Commentary

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Anatomy of a Scorecard

Viewing Commentary in the Commentary Pane

Hint The Scores pane has been hidden again. This pop-up commentary will be shown any time you move the mouse pointer over these objects. Other types of commentary are time dependent. You are currently viewing the scorecard for the month of August, 2000. You will view the scorecard for September instead, to see the other examples of commentary. Complete the following steps to modify the time period to view: 1. Double-click in a blank area of the Scorecard pane. 2. Click Sep 2000 as the new period to view and click OK. The scorecard should look similar to the one shown below:

You see an example of a sticky-note commentary (Lowest Market Share To Date) and the addition of a commentary pane for longer messages. Like all panes, this Commentary pane can be sized, hidden, or maximized.

Viewing Commentary in the Commentary Pane

In the upper right hand corner of the commentary pane there are four icons that will assist you in viewing the commentary. You can scroll through the messages by selecting the previous or next buttons, you can apply a sort order to view the commentary, or you can select question mark to view all the commentary.

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Anatomy of a Scorecard

Complete the following to view the commentary: 1. If the commentary pane is hidden select the comments button on the vertical toolbar. 2. The commentary is now displayed in the bottom right hand corner. There are two comments added to this period one from Rob and one from admin. To view the commentary you can select the comment you want to view or use the commentary view icons in the left hand corner of the commentary pane. Scroll to prior comment(s). To view the subjects for all period commentary. Scroll to next comment(s).

Applies a sort order to the comments.

3. Double click on the admin comment to view. 4. Select the Comments button on the vertical toolbar to refresh the commentary.

Viewing Stretch Targets/Weights

Stretch targets and weights are very important to view since they are assigned by the officers, directors, etc.. of the organization. These targets contain what is planned, business industry comparisons, and weights of the key performance indicators or objectives. For the user to view this information they only have to mouse over the link between the inputs and results in the scorecard. Complete the following steps to view several stretch targets/weights for the scorecard: 1. Place your mouse over the link between the Gross Margin input and the Financial result. The following pop up information will be shown for your scorecard: Place your mouse icon over this link.

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Anatomy of a Scorecard

Viewing Commentary in the Commentary Pane

The pop up information displayed indicates that the Weight of Gross Margin is 50.0% of the Financial Score. The Best gross margin is 30% and the Worst is 10%. Planned gross margin is 10% and Benchmark is 18%. No data has been entered for Business and Usual, but the actual data value for this period is 22% gross margin. Since the data value is almost between the best and worst values, the score of 5.88 is what you should expect. Place your mouse over several other links to view the pop up information for the stretch targets and weights.

Input Paths
Viewing input data paths pop up when the user places the mouse over the input icon in the input pane. This is very useful for the scorecard creator to verify that the data is coming from the correct location and if the scorecard files need to be eventually moved. This information does not pop up in the scorecard since it is not usually important to the user of the scorecard. Complete the following to view the input paths: 1. In the Input Pane place your mouse over the Gross Margin input indicator. 2. Your pop up input path should look similar to the one shown below: Place your mouse icon over the input indicator.

The input could be from a CorVu file or an Import File. This particular file was imported and resides in the Ch1 folder in the C:\CorVu\data\4.1 BSC directory. You are now ready to build your own scorecard. Complete the following steps to close the scorecard: 1. Select File|Close from the Scorecard menu.

CONGRATULATIONS! You are now familiar with all the basic parts (panes) of a scorecard. In the next chapters you will learn how to create your own scorecards.

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