4.1 Chapter 7- Graphing in the Strategic and Tactical Scorec

7/28/2019 4.1 Chapter 7- Graphing in the Strategic and Tactical Scorec

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Chapter 7: Graphing in Strategic

and Tactical ScorecardsAfter completing this lesson, you will be able to:

Display a graph from the scores data in a separate window.

Automatically display graphs in a Strategic Scorecard.

Automatically display graphs in a Tactical Scorecard.


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Graphing in Strategic and Tactical Scorecards Graphing the Results Table

Displaying Graphs

Graphing in the scorecard is a crucial scorecard analysis tool. Graphs in a scorecard can

display historical data trends, score versus planned analysis, score versus business asusual, planned versus actual, and many other very important analyses information.

Generating a Graph in a Separate Window

Displaying a graph in a separate window can be accomplished by simply graphing the

data that is present in the Score/Analysis Pane location.

Complete the following steps to display a graph in a separate window:

1. Select File|Open on the scorecard menu or click the Open Scorecardbutton

on the toolbar.

2. Select your previously saved Service Center.pmm scorecard.

3. Click Open to continue.

4. Click the Display Scores toolbar button if the scores table is not open.

Note: The scores table could also be hidden. If the scores table does notgenerate after selecting the display scores button, right-mouse click in the

scorecard and select show pane and choose the Scores option.

The scores table will display the Analysis Period, Last Date, Scores,

Planned, Benchmark, and Business as Usual data.

The scores table should look similar to the one shown below:

5. Select the Create Vertical Column Graph button on the scorecard toolbar.

6. Select the Description Analysis Period.

7. Select the Value columns Score Customer and Planned Customer.

8. Select the Order By Column ofLast Date and clickOKto continue.

The graph displays and will be easier to interpret if the graph is modified to show a

combination graph and changing the planned value from a column graph to a line graph.

Page 7-2 CorVu Corporation 2000


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Graphing the Results Table Graphing in Strategic and Tactical Scorecards

Complete the following to modify the planned graph type to display as a line graph.

1. Right-mouse click in the graph and select the settings menu option.

2. Select the Planned (Customer) value.

3. Select the Line Graph radio button and select OKto continue.

The graph should look similar to the one shown below:

4. Select the lower right hand close button to close the graph.

CorVu Corporation 2000 7-3


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Graphing in the Strategic Scorecard

The previous graph displayed in a different scorecard window. The graph would be much

more effective to display in a window that is automatically displayed to the scorecard

owner or user. There are two ways to display a graph automatically to the scorecard

owner or user. The first way is to build a drilldown scenario off the scores table data andthe second way is to generate a graph by using the scorecard indicators.

Complete the following to build a drill down scenario to display a graph in the

analysis pane of the scorecard:

1. Select the Graphs/Edit Scenario menu option.

This will start the drilldown scenario process.

2. Right-mouse click on the Four Perspectives table icon.

3. Choose the Select Data Columns option.

4. Deselect the Benchmark (Customer), Business as Usual (Customer),Benchmark (Internal Business Process), and the Business as Usual (InternalBusiness Process).

You will only be graphing Score(Customer), Planned(Customer),

Score(Internal Business Processes), and Planned(Internal Business

Processes).

5. Select OKto continue.

6. Right-mouse click on the Four Perspectives table icon.

7. Select the Add Graph Here option.

8. Select the Description Column ofAnalysis Period.

9. Select the Order By Column ofLast Date and select OKto continue.

Your Drilldown scenario should look similar to the one below:

10. Right-mouse click on the Analysis Period rectangle and select the Settingsmenu option.

11. Select the Combine Graph Types selection.



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12. Select the Planned(Customer) value and select the Line Graph radio button.

13. Select the Planned(Internal Business Process value and select the Line

Graph radio button.


15. Right-mouse click on the Analysis Period graph representation (rectangle

icon) and select Heading.

16. Select the Fixed Heading radio button and type in the heading Score Vs.Planned.


18. Select the lower right hand close button to close the drilldown scenario.



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The graph is now ready to display in the scores table location.

Complete the following to display the graph in the scores table:

1. Select the Display Scores button from the vertical tool bar.

The graph will automatically populate in the scores table.

Your graph should look similar to the one shown below:

Another tool bar is generated at the same time as the graph. This newtoolbar contains the convert graph options that are also present in

Graphical Analysis with one more additional option. The additional optionis to convert to full dynamart, which is the entire scores table.

Note: Once the graph has been converted back to the original analysistable, you need to select the Display Scores icon on the vertical toolbar to

re-display the graph.


Converts graph to

original scores table.Converts graph data todynamart.

Converts to different

graph types.Current graph type selected.


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The second way to display a graph automatically is by double-clicking on the indicator

on the objective icon. This will generate a graph to display all values from the analysis

table associated to that objective.

Complete the following to automatically display a graph by double-clicking on the

objective indicator:1. Double click on the objective indicator green up arrow forInternal

Business Process.

The graph will automatically display all values from the objective that you

double-clicked on. Your graph should look similar to the one below:

Graphing in the Tactical Scorecard

Graphing in a tactical scorecard is similar to graphing in a strategic scorecard. Drilldownscenarios can be built from the actual input data, the scores table, or from the results

table.

Complete the following to add a drilldown scenario from the tactical scorecards

scores table:

1. Double-click on the score from the Internal Business Process icon.


Double click on the

green indicator arrow.


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This will open the referenced scorecard where the graphs need to be added. Your

scorecard should look similar to the one shown below for January 1999.

2. Select the Display Scores button on the vertical toolbar if the scores are not

currently displayed.

3. Select the Graph/Edit Scenario menu option.

4. Right-mouse click on the Inventory Management table representation and

choose Select Data Columns.

5. De-select the Benchmark and Business as Usual values and clickOKto

continue.6. Right-mouse click on the Inventory Management table representation and

choose Add Graph Here.

7. Select the description column ofAnalysis Period and the order by column of

Last Date.

8. Click OKto continue.

9. Right-mouse click on the Analysis Period graph and select Settings.

10. Select the Combine Graph Types option.

11. Select the Planned value and the Line Graph radio button.


13. Right-mouse click on the Analysis Period graph and select Heading.

14. Type in Score Vs. Planned for the heading and select the Fixed Headingradio button.




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16. Close the Drilldown scenario by using the lower right hand close button.

17. Select the Display Scores button from the vertical toolbar.

Your graph should look similar to the one shown below:

Graphing the Results Table

The results table is created by double clicking on the result icon. The table that is

generated displays the actual values from the inputs. Other data can be displayed in the

table such as weights, worst value, best value, planned value, benchmark, and business asusual. You will be creating a graph to display actual versus planned values.

Complete the following to generate a graph which displays actual

versus planned values from the results table:

1. Right-mouse click in the scorecard pane and select Double Click Icon and

choose the Generate Table speed menu option.

2. Double-click on the Inventory Management result in the scorecard pane.

When you double click on the result icon, the result table will populate in

the score table location. The result table will contain the actual data from

the inputs.



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The result table should look similar to the one shown below:

The results table does not contain all the data that you need to graph. The

graph you want to generate displays actual versus planned data, so youwill complete a couple more steps to display the planned information.

Complete the following to display the planned values in the results table:

1. Right-mouse click in the scorecard pane and select Options.

2. Select the Result Fields tab and select the Planned Value option.



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The result table will update and display the planned value information. Now that theinformation in the table is updated, you will generate a drill down scenario from this

information.

Your results table should look similar to the one below:

Complete the following steps to build a drilldown scenario on the results table:

1. Select the Graph/Edit Scenario menu option.


choose Select Data Columns. Both columns should be selected by default.3. Select OKto continue.


choose Add Graph Here.

5. Select the description column ofPeriod.

6. Click OKto continue.

7. Right-mouse click on the Analysis Period graph and select Settings.

8. Select the Combine Graph Types option.

9. Select the Planned values and change them to a Line Graph.10. Select OKto continue.

11. Right-mouse click on the Analysis Period graph and select Heading.

12. Type in Actuals Vs. Planned for the heading and select the Fixed Heading

radio button.




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14. Close the Drilldown scenario by using the lower right hand close button.

15. Double-click on the Inventory Management Result to generate the graph.

The graph contains values that will look better on a dual axis graph with

the grid lines turned off.

Complete the following to enhance the display of the graph:

1. Convert the graph back to the full dynamart.

2. Select the Graphs/Edit Scenario menu option.

3. Right-mouse click on the period graph and select settings.

4. Select the Dual Axis tab and select the Dual Axis Graph radio button.

5. Select the % on FPA data for the Secondary Axis.


The % on FPA

values are in a range

from 0 to 100 so they

are difficult to viewwith a single axis

graph.


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6. Select the Grid Lines tab and Deselect the Show Series Grid Lines option.


8. Save your scorecard by selecting the save button on the toolbar.



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Your scorecard has been updated. Double click on the Inventory

Management result to generate the graph.

Your graph should now look similar to the one shown below:

Tip If you add a drill down scenario to your actual input, you can

double click on the input to display the graph in the scorecard and then

drill into the data.

Quick Review: Graphing in Scorecards

Select the graph option on the tool bar and select the description and values to graph.

In the strategy Double-click on the objective indicator.

With the results table, scores, or input data in the scores table location a drill down

scenario can be created from the displayed data.

Select the Graphs menu option and choose Edit Scenario.

Right mouse click on the table representation and choose Select Data Columns.

Right mouse click and select Add Graph Here.

Right mouse click on the graph representation and select the Heading option to

add or change the graph heading.

Right mouse click on the graph representation and select Settings to modify thegraph presentation.

CONGRATULATIONS! You have completed this lesson on creating

graphs in the strategic and tactical scorecard. Please continue to the

exercises that follow to reinforce the concepts you just learned. In the nextchapter you will learn about manually created inputs to generate inputs

for the service centers financial tactical scorecard.



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Chapter 7 Exercise

In the content of chapter six you built drilldown scenarios for the Internal Business

Processes strategic objective. You will now build drilldown scenarios from the Customer

objective of the strategic and tactical scorecards. Remember to save your scorecards after

completing the updates.

1. In the strategic scorecard build the following graph to display from the

Customer objective scores data.



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2. Double click on the score for the Customer Objective to open the Customer

tactical scorecard. Build the following graph from the results table in a drill

scenario.

Turn the page for a list of summary steps necessary to build the above graphs.



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Summary steps to create graphs in the strategic and tactical scorecard:

1. In the strategic scorecard double click on the red indicator on the Customerobjective to generate the first graph.

2. Double-click on the Customer objective score.

a. Right-mouse click in a blank section of the scorecard pane and change the

Double Click Icon event to Generate Table.

b. Double click on the Customer Service result icon to generate the results

table.

c. Select the Graphs/Edit Scenario menu option.

d. Right-mouse click on the Customer Service table representation and

select Add Graph Here.

e. Select OKto continue.

f. Choose Period for the Description Column.g. Select both Value Columns % Resolved 1st Call and Issues Outstanding

at EOM.

h. Right-mouse click on the Period graph representation and select Settings.

i. Select the Line Graph type.

j. Select the Dual Axis tab and select the Dual Axis Graph radio button.

k. Select the Issues Outstanding at EOM for the secondary axis.

l. Select the Grid Lines tab and deselect the Show Series Grid Lines

option.

m. Right mouse click on the Period graph and select Heading.

n. Enter the name Actual Performance and select the Top Center and

Fixed Heading options.

o. Select OKto continue.

p. Close the drilldown scenario by selecting the lower right hand close

button.

q. Double-clickon the Customer Service result to view the graph.

4. Save your scorecard by selecting the save icon on the toolbar.


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4.1 Chapter 7- Graphing in the Strategic and Tactical Scorec